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: 128,617 shares; 2024Q4: 127,565 shares; 2025Q1: 128,768 shares; 2025Q2: 126,232 shares; 2025Q3: 127,693 shares; 2025Q4: 126,709 shares; 2026Q1: 116,370 shares 116,370 $29.5M 11.24% -10,339 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,636 shares; 2024Q4: 62,197 shares; 2025Q1: 67,722 shares; 2025Q2: 87,555 shares; 2025Q3: 84,188 shares; 2025Q4: 86,023 shares; 2026Q1: 92,779 shares 92,779 $8.5M 3.24% +6,756 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,236 shares; 2024Q4: 63,868 shares; 2025Q1: 62,979 shares; 2025Q2: 75,142 shares; 2025Q3: 74,207 shares; 2025Q4: 71,287 shares; 2026Q1: 63,615 shares 63,615 $4.87M 1.85% -7,672 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,227 shares; 2024Q4: 76,020 shares; 2025Q1: 77,144 shares; 2025Q2: 72,716 shares; 2025Q3: 71,781 shares; 2025Q4: 68,957 shares; 2026Q1: 61,455 shares 61,455 $4.86M 1.85% -7,502 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,102 shares; 2024Q4: 90,779 shares; 2025Q1: 112,532 shares; 2025Q2: 110,636 shares; 2025Q3: 109,607 shares; 2025Q4: 105,805 shares; 2026Q1: 108,082 shares 108,082 $4.27M 1.62% +2,277 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,242 shares; 2025Q2: 47,302 shares; 2025Q3: 46,982 shares; 2025Q4: 45,673 shares; 2026Q1: 43,493 shares 43,493 $4.17M 1.59% -2,180 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,682 shares; 2024Q4: 128,259 shares; 2025Q1: 177,349 shares; 2025Q2: 171,676 shares; 2025Q3: 170,479 shares; 2025Q4: 163,305 shares; 2026Q1: 145,884 shares 145,884 $3.82M 1.45% -17,421 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,144 shares; 2025Q1: 36,042 shares; 2025Q2: 36,774 shares; 2025Q3: 36,329 shares; 2025Q4: 34,979 shares; 2026Q1: 87,811 shares 87,811 $3.22M 1.23% +52,832 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: 13,578 shares; 2024Q4: 14,230 shares; 2025Q1: 14,691 shares; 2025Q2: 16,907 shares; 2025Q3: 13,980 shares; 2025Q4: 13,909 shares; 2026Q1: 10,185 shares 10,185 $2.93M 1.11% -3,724 Timeline FLRN 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: 158,700 shares; 2024Q4: 8,716 shares; 2025Q1: 8,422 shares; 2025Q2: 7,797 shares; 2025Q3: 7,792 shares; 2025Q4: 99,034 shares; 2026Q1: 89,545 shares 89,545 $2.76M 1.05% -9,489 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: 28,624 shares; 2024Q4: 108,223 shares; 2025Q1: 88,962 shares; 2025Q2: 105,002 shares; 2025Q3: 108,180 shares; 2025Q4: 101,991 shares; 2026Q1: 15,702 shares 15,702 $2.74M 1.04% -86,289 Timeline ROE 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: 66,285 shares; 2024Q4: 63,480 shares; 2025Q1: 91,400 shares; 2025Q2: 87,676 shares; 2025Q3: 86,643 shares; 2025Q4: 83,334 shares; 2026Q1: 73,877 shares 73,877 $2.62M 1% -9,457 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: 13,456 shares; 2024Q4: 9,771 shares; 2025Q1: 9,866 shares; 2025Q2: 11,526 shares; 2025Q3: 12,890 shares; 2025Q4: 9,933 shares; 2026Q1: 6,816 shares 6,816 $2.52M 0.96% -3,117 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: 15,679 shares; 2024Q4: 15,573 shares; 2025Q1: 25,786 shares; 2025Q2: 25,099 shares; 2025Q3: 25,141 shares; 2025Q4: 25,359 shares; 2026Q1: 20,092 shares 20,092 $2.28M 0.87% -5,267 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: 3,993 shares; 2024Q4: 5,408 shares; 2025Q1: 5,806 shares; 2025Q2: 5,914 shares; 2025Q3: 4,612 shares; 2025Q4: 4,408 shares; 2026Q1: 6,246 shares 6,246 $2.11M 0.8% +1,838 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: 4,064 shares; 2024Q4: 4,024 shares; 2025Q1: 3,983 shares; 2025Q2: 3,818 shares; 2025Q3: 12,353 shares; 2025Q4: 11,137 shares; 2026Q1: 9,850 shares 9,850 $2.08M 0.79% -1,287 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: 10,988 shares; 2024Q4: 10,893 shares; 2025Q1: 31,850 shares; 2025Q2: 22,699 shares; 2025Q3: 27,043 shares; 2025Q4: 21,981 shares; 2026Q1: 18,714 shares 18,714 $2.03M 0.77% -3,267 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: 10,114 shares; 2024Q4: 10,056 shares; 2025Q1: 9,931 shares; 2025Q2: 14,869 shares; 2025Q3: 13,804 shares; 2025Q4: 13,690 shares; 2026Q1: 6,771 shares 6,771 $1.99M 0.76% -6,919 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 5,931 shares; 2025Q1: 7,757 shares; 2025Q2: 7,605 shares; 2025Q3: 7,556 shares; 2025Q4: 14,507 shares; 2026Q1: 14,438 shares 14,438 $1.92M 0.73% -69 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,964 shares; 2025Q1: 4,086 shares; 2025Q2: 4,010 shares; 2025Q3: 4,055 shares; 2025Q4: 6,975 shares; 2026Q1: 5,572 shares 5,572 $1.91M 0.73% -1,403 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: 22,558 shares; 2024Q4: 22,713 shares; 2025Q1: 19,493 shares; 2025Q2: 20,472 shares; 2025Q3: 16,378 shares; 2025Q4: 16,381 shares; 2026Q1: 32,151 shares 32,151 $1.83M 0.69% +15,770 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 15,593 shares; 2025Q1: 14,414 shares; 2025Q2: 7,143 shares; 2025Q3: 6,914 shares; 2025Q4: 6,830 shares; 2026Q1: 8,955 shares 8,955 $1.73M 0.66% +2,125 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: 4,114 shares; 2024Q4: 4,073 shares; 2025Q1: 4,030 shares; 2025Q2: 7,501 shares; 2025Q3: 7,480 shares; 2025Q4: 7,530 shares; 2026Q1: 8,074 shares 8,074 $1.67M 0.64% +544 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,660 shares; 2024Q4: 336,602 shares; 2025Q1: 217,612 shares; 2025Q2: 316,225 shares; 2025Q3: 223,826 shares; 2025Q4: 235,521 shares; 2026Q1: 32,236 shares 32,236 $1.63M 0.62% -203,285 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: 8,481 shares; 2025Q1: 8,092 shares; 2025Q2: 7,793 shares; 2025Q3: 7,921 shares; 2025Q4: 7,948 shares; 2026Q1: 6,806 shares 6,806 $1.57M 0.6% -1,142 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 85,472 shares; 2025Q3: 84,832 shares; 2025Q4: 82,414 shares; 2026Q1: 74,327 shares 74,327 $1.54M 0.59% -8,087 Timeline EZU 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: 16,385 shares; 2024Q4: 16,546 shares; 2025Q1: 17,159 shares; 2025Q2: 22,000 shares; 2025Q3: 24,236 shares; 2025Q4: 24,833 shares; 2026Q1: 24,318 shares 24,318 $1.52M 0.58% -515 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 2,586 shares; 2025Q1: 2,635 shares; 2025Q2: 2,676 shares; 2025Q3: 2,692 shares; 2025Q4: 4,357 shares; 2026Q1: 2,644 shares 2,644 $1.51M 0.58% -1,713 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,947 shares; 2024Q4: 13,022 shares; 2025Q1: 11,205 shares; 2025Q2: 11,763 shares; 2025Q3: 12,744 shares; 2025Q4: 18,136 shares; 2026Q1: 15,104 shares 15,104 $1.47M 0.56% -3,032 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: 6,801 shares; 2024Q4: 6,805 shares; 2025Q1: 6,765 shares; 2025Q2: 6,740 shares; 2025Q3: 6,854 shares; 2025Q4: 21,004 shares; 2026Q1: 19,692 shares 19,692 $1.47M 0.56% -1,312 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: 13,412 shares; 2024Q4: 13,566 shares; 2025Q1: 13,805 shares; 2025Q2: 13,645 shares; 2025Q3: 8,416 shares; 2025Q4: 9,853 shares; 2026Q1: 5,960 shares 5,960 $1.46M 0.55% -3,893 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,322 shares; 2024Q4: 15,234 shares; 2025Q1: 15,101 shares; 2025Q2: 14,717 shares; 2025Q3: 14,809 shares; 2025Q4: 14,750 shares; 2026Q1: 20,260 shares 20,260 $1.46M 0.55% +5,510 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: 9,205 shares; 2024Q4: 9,523 shares; 2025Q1: 10,918 shares; 2025Q2: 10,635 shares; 2025Q3: 11,646 shares; 2025Q4: 11,781 shares; 2026Q1: 10,995 shares 10,995 $1.42M 0.54% -786 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: 23,181 shares; 2024Q4: 23,169 shares; 2025Q1: 40,055 shares; 2025Q2: 39,602 shares; 2025Q3: 22,641 shares; 2025Q4: 37,847 shares; 2026Q1: 28,167 shares 28,167 $1.37M 0.52% -9,680 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 11,660 shares; 2025Q1: 11,553 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 11,129 shares; 2026Q1: 17,705 shares 17,705 $1.34M 0.51% +6,576 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: 17,721 shares; 2024Q4: 23,411 shares; 2025Q1: 28,015 shares; 2025Q2: 27,611 shares; 2025Q3: 27,752 shares; 2025Q4: 27,639 shares; 2026Q1: 21,067 shares 21,067 $1.31M 0.5% -6,572 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 8,485 shares; 2025Q1: 8,361 shares; 2025Q2: 8,380 shares; 2025Q3: 7,966 shares; 2025Q4: 7,455 shares; 2026Q1: 4,577 shares 4,577 $1.31M 0.5% -2,878 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,487 shares; 2024Q4: 165,822 shares; 2025Q1: 174,429 shares; 2025Q2: 199,187 shares; 2025Q3: 210,751 shares; 2025Q4: 313,615 shares; 2026Q1: 128,689 shares 128,689 $1.31M 0.5% -184,926 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: 21,260 shares; 2024Q4: 16,153 shares; 2025Q1: 14,856 shares; 2025Q2: 15,382 shares; 2025Q3: 23,299 shares; 2025Q4: 23,214 shares; 2026Q1: 16,713 shares 16,713 $1.3M 0.49% -6,501 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: 21,538 shares; 2024Q4: 30,272 shares; 2025Q1: 31,758 shares; 2025Q2: 22,804 shares; 2025Q3: 22,808 shares; 2025Q4: 27,805 shares; 2026Q1: 10,684 shares 10,684 $1.29M 0.49% -17,121 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,670 shares; 2026Q1: 10,979 shares 10,979 $1.27M 0.48% -691 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,537 shares; 2024Q4: 40,164 shares; 2025Q1: 37,877 shares; 2025Q2: 38,708 shares; 2025Q3: 39,232 shares; 2025Q4: 39,471 shares; 2026Q1: 31,802 shares 31,802 $1.24M 0.47% -7,669 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: 3,841 shares; 2024Q4: 3,817 shares; 2025Q1: 3,780 shares; 2025Q2: 3,683 shares; 2025Q3: 3,704 shares; 2025Q4: 3,689 shares; 2026Q1: 4,235 shares 4,235 $1.23M 0.47% +546 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: 15,574 shares; 2024Q4: 16,284 shares; 2025Q1: 23,749 shares; 2025Q2: 23,412 shares; 2025Q3: 26,213 shares; 2025Q4: 23,349 shares; 2026Q1: 12,597 shares 12,597 $1.21M 0.46% -10,752 Timeline EWI 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: 23,243 shares; 2024Q4: 23,308 shares; 2025Q1: 23,987 shares; 2025Q2: 23,868 shares; 2025Q3: 24,911 shares; 2025Q4: 23,871 shares; 2026Q1: 22,540 shares 22,540 $1.2M 0.46% -1,331 Timeline EWU 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: 23,198 shares; 2024Q4: 23,372 shares; 2025Q1: 24,302 shares; 2025Q2: 25,466 shares; 2025Q3: 27,230 shares; 2025Q4: 27,240 shares; 2026Q1: 25,873 shares 25,873 $1.18M 0.45% -1,367 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,393 shares; 2025Q1: 44,703 shares; 2025Q2: 45,872 shares; 2025Q3: 45,464 shares; 2025Q4: 43,758 shares; 2026Q1: 38,819 shares 38,819 $1.17M 0.45% -4,939 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,024 shares; 2024Q4: 14,388 shares; 2025Q1: 14,262 shares; 2025Q2: 13,870 shares; 2025Q3: 13,869 shares; 2025Q4: 13,775 shares; 2026Q1: 22,966 shares 22,966 $1.16M 0.44% +9,191 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: 21,301 shares; 2024Q4: 17,449 shares; 2025Q1: 14,522 shares; 2025Q2: 14,261 shares; 2025Q3: 10,350 shares; 2025Q4: 10,316 shares; 2026Q1: 8,146 shares 8,146 $1.15M 0.44% -2,170 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,222 shares; 2024Q4: 27,015 shares; 2025Q1: 26,763 shares; 2025Q2: 25,987 shares; 2025Q3: 17,235 shares; 2025Q4: 18,155 shares; 2026Q1: 8,409 shares 8,409 $1.14M 0.44% -9,746 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,464 shares 11,464 $1.14M 0.43% new 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: 5,757 shares; 2024Q4: 5,718 shares; 2025Q1: 5,662 shares; 2025Q2: 5,469 shares; 2025Q3: 4,773 shares; 2025Q4: 4,742 shares; 2026Q1: 4,274 shares 4,274 $1.14M 0.43% -468 Timeline EWS 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: 37,480 shares; 2025Q2: 39,756 shares; 2025Q3: 41,832 shares; 2025Q4: 41,734 shares; 2026Q1: 40,122 shares 40,122 $1.13M 0.43% -1,612 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: 4,106 shares; 2024Q4: 4,078 shares; 2025Q1: 4,038 shares; 2025Q2: 12,127 shares; 2025Q3: 12,614 shares; 2025Q4: 12,289 shares; 2026Q1: 4,642 shares 4,642 $1.13M 0.43% -7,647 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: 4,017 shares; 2024Q4: 3,977 shares; 2025Q1: 4,119 shares; 2025Q2: 3,954 shares; 2025Q3: 2,516 shares; 2025Q4: 2,539 shares; 2026Q1: 3,563 shares 3,563 $1.1M 0.42% +1,024 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 9,935 shares; 2025Q1: 9,881 shares; 2025Q2: 2,990 shares; 2025Q3: 10,124 shares; 2025Q4: 6,222 shares; 2026Q1: 3,263 shares 3,263 $1.1M 0.42% -2,959 Timeline EWD 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: 19,994 shares; 2024Q4: 20,210 shares; 2025Q1: 21,002 shares; 2025Q2: 22,037 shares; 2025Q3: 23,607 shares; 2025Q4: 23,650 shares; 2026Q1: 22,558 shares 22,558 $1.1M 0.42% -1,092 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 4,188 shares; 2025Q1: 4,165 shares; 2025Q2: 4,387 shares; 2025Q3: 4,355 shares; 2025Q4: 4,452 shares; 2026Q1: 3,888 shares 3,888 $1.09M 0.42% -564 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: 2,815 shares; 2024Q4: 2,796 shares; 2025Q1: 2,767 shares; 2025Q2: 2,688 shares; 2025Q3: 2,699 shares; 2025Q4: 2,690 shares; 2026Q1: 2,016 shares 2,016 $1.08M 0.41% -674 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: 9,999 shares; 2024Q4: 9,938 shares; 2025Q1: 9,018 shares; 2025Q2: 8,773 shares; 2025Q3: 6,325 shares; 2025Q4: 5,607 shares; 2026Q1: 2,766 shares 2,766 $1.08M 0.41% -2,841 Timeline CTA 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: 72,998 shares; 2024Q4: 75,005 shares; 2025Q1: 41,531 shares; 2025Q2: 41,792 shares; 2025Q3: 41,577 shares; 2025Q4: not reported; 2026Q1: 35,840 shares 35,840 $1.08M 0.41% new 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: 22,155 shares; 2025Q1: 22,004 shares; 2025Q2: 12,913 shares; 2025Q3: 10,710 shares; 2025Q4: 8,896 shares; 2026Q1: 5,069 shares 5,069 $1.08M 0.41% -3,827 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,722 shares; 2024Q4: 19,815 shares; 2025Q1: 24,939 shares; 2025Q2: 24,378 shares; 2025Q3: 24,385 shares; 2025Q4: 24,202 shares; 2026Q1: 38,519 shares 38,519 $1.08M 0.41% +14,317 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: 646 shares; 2024Q4: 644 shares; 2025Q1: 641 shares; 2025Q2: 3,750 shares; 2025Q3: 4,122 shares; 2025Q4: 4,094 shares; 2026Q1: 1,267 shares 1,267 $1.07M 0.41% -2,827 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 4,667 shares; 2025Q1: 4,554 shares; 2025Q2: 11,212 shares; 2025Q3: 11,064 shares; 2025Q4: 10,942 shares; 2026Q1: 5,039 shares 5,039 $1.05M 0.4% -5,903 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,650 shares; 2025Q1: 17,417 shares; 2025Q2: 17,135 shares; 2025Q3: 17,226 shares; 2025Q4: 18,473 shares; 2026Q1: 14,400 shares 14,400 $1.05M 0.4% -4,073 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: 1,076 shares; 2024Q4: 1,155 shares; 2025Q1: 1,233 shares; 2025Q2: 1,278 shares; 2025Q3: 8,466 shares; 2025Q4: 8,656 shares; 2026Q1: 5,276 shares 5,276 $1.05M 0.4% -3,380 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,925 shares; 2025Q1: 2,908 shares; 2025Q2: 6,013 shares; 2025Q3: 5,968 shares; 2025Q4: 5,925 shares; 2026Q1: 4,983 shares 4,983 $1.03M 0.39% -942 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,372 shares; 2025Q4: 18,347 shares; 2026Q1: 16,038 shares 16,038 $1.02M 0.39% -2,309 Timeline IYY 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: 6,327 shares; 2026Q1: 6,341 shares 6,341 $1M 0.38% +14 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,237 shares 31,237 $974K 0.37% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX 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: 2,440 shares; 2025Q4: 2,502 shares; 2026Q1: 2,180 shares 2,180 $973K 0.37% -322 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,072 shares; 2025Q1: 2,041 shares; 2025Q2: 2,230 shares; 2025Q3: not reported; 2025Q4: 3,092 shares; 2026Q1: 9,423 shares 9,423 $963K 0.37% +6,331 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: 3,619 shares; 2024Q4: 2,459 shares; 2025Q1: 2,447 shares; 2025Q2: 3,300 shares; 2025Q3: 4,748 shares; 2025Q4: 4,848 shares; 2026Q1: 5,148 shares 5,148 $961K 0.37% +300 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: 1,518 shares; 2024Q4: 1,469 shares; 2025Q1: 1,460 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,446 shares; 2026Q1: 2,210 shares 2,210 $955K 0.36% +764 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,019 shares 8,019 $952K 0.36% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,465 shares; 2025Q2: 4,513 shares; 2025Q3: 3,989 shares; 2025Q4: 14,617 shares; 2026Q1: 6,486 shares 6,486 $949K 0.36% -8,131 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: 6,561 shares; 2024Q4: 6,568 shares; 2025Q1: 14,096 shares; 2025Q2: 27,795 shares; 2025Q3: 20,164 shares; 2025Q4: 20,592 shares; 2026Q1: 15,438 shares 15,438 $936K 0.36% -5,154 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: 12,656 shares; 2024Q4: 13,259 shares; 2025Q1: 13,812 shares; 2025Q2: 13,838 shares; 2025Q3: 14,181 shares; 2025Q4: 15,996 shares; 2026Q1: 10,669 shares 10,669 $924K 0.35% -5,327 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: 23,549 shares; 2024Q4: 23,532 shares; 2025Q1: 23,119 shares; 2025Q2: 9,026 shares; 2025Q3: 9,173 shares; 2025Q4: 9,239 shares; 2026Q1: 19,890 shares 19,890 $924K 0.35% +10,651 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,604 shares; 2025Q1: 6,604 shares; 2025Q2: 6,604 shares; 2025Q3: 8,367 shares; 2025Q4: 34,469 shares; 2026Q1: 4,462 shares 4,462 $908K 0.35% -30,007 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 12,998 shares; 2025Q1: 15,858 shares; 2025Q2: 15,495 shares; 2025Q3: 15,495 shares; 2025Q4: 15,353 shares; 2026Q1: 13,800 shares 13,800 $907K 0.35% -1,553 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,528 shares; 2025Q2: 1,537 shares; 2025Q3: 1,507 shares; 2025Q4: 1,497 shares; 2026Q1: 2,709 shares 2,709 $890K 0.34% +1,212 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,841 shares; 2025Q1: 16,029 shares; 2025Q2: 49,252 shares; 2025Q3: 50,121 shares; 2025Q4: 49,571 shares; 2026Q1: 41,654 shares 41,654 $881K 0.34% -7,917 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: 91,742 shares; 2024Q4: 93,775 shares; 2025Q1: 94,657 shares; 2025Q2: 92,867 shares; 2025Q3: 92,759 shares; 2025Q4: 89,618 shares; 2026Q1: 17,342 shares 17,342 $874K 0.33% -72,276 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,090 shares 14,090 $864K 0.33% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 4,578 shares; 2025Q1: 4,716 shares; 2025Q2: 11,242 shares; 2025Q3: 11,921 shares; 2025Q4: 12,384 shares; 2026Q1: 10,476 shares 10,476 $864K 0.33% -1,908 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,555 shares; 2026Q1: 8,609 shares 8,609 $855K 0.33% +54 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,157 shares; 2024Q4: 34,824 shares; 2025Q1: 40,835 shares; 2025Q2: 39,919 shares; 2025Q3: 39,916 shares; 2025Q4: 39,532 shares; 2026Q1: 35,543 shares 35,543 $846K 0.32% -3,989 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: 2,893 shares; 2024Q4: 3,263 shares; 2025Q1: 3,239 shares; 2025Q2: 3,180 shares; 2025Q3: 3,199 shares; 2025Q4: 3,189 shares; 2026Q1: 2,395 shares 2,395 $843K 0.32% -794 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: 2,650 shares; 2024Q4: 2,862 shares; 2025Q1: 3,125 shares; 2025Q2: 3,227 shares; 2025Q3: 2,781 shares; 2025Q4: 2,805 shares; 2026Q1: 1,758 shares 1,758 $842K 0.32% -1,047 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 603 shares 603 $832K 0.32% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,886 shares; 2025Q1: 31,427 shares; 2025Q2: 34,458 shares; 2025Q3: 37,049 shares; 2025Q4: 65,142 shares; 2026Q1: 55,332 shares 55,332 $831K 0.32% -9,810 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,627 shares; 2025Q1: 2,117 shares; 2025Q2: 2,308 shares; 2025Q3: 2,785 shares; 2025Q4: 2,814 shares; 2026Q1: 1,929 shares 1,929 $830K 0.32% -885 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is 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: 19,550 shares 19,550 $830K 0.32% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,055 shares; 2025Q3: 3,035 shares; 2025Q4: 3,116 shares; 2026Q1: 2,718 shares 2,718 $826K 0.31% -398 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,992 shares; 2026Q1: 8,997 shares 8,997 $819K 0.31% -995 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 6,193 shares; 2025Q1: 6,125 shares; 2025Q2: 5,965 shares; 2025Q3: 5,998 shares; 2025Q4: 5,974 shares; 2026Q1: 7,883 shares 7,883 $809K 0.31% +1,909 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,991 shares; 2025Q1: 2,973 shares; 2025Q2: 4,057 shares; 2025Q3: 5,163 shares; 2025Q4: 6,080 shares; 2026Q1: 4,490 shares 4,490 $806K 0.31% -1,590 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: 5,293 shares; 2024Q4: 3,981 shares; 2025Q1: 2,568 shares; 2025Q2: 2,499 shares; 2025Q3: 2,512 shares; 2025Q4: 2,048 shares; 2026Q1: 1,136 shares 1,136 $805K 0.31% -912 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,520 shares; 2025Q4: 9,777 shares; 2026Q1: 8,545 shares 8,545 $803K 0.31% -1,232 Timeline IGIB 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: 14,908 shares; 2024Q4: 14,371 shares; 2025Q1: 20,821 shares; 2025Q2: 20,708 shares; 2025Q3: 19,254 shares; 2025Q4: 12,164 shares; 2026Q1: 14,773 shares 14,773 $786K 0.3% +2,609 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: 16,674 shares; 2024Q4: 16,550 shares; 2025Q1: 16,379 shares; 2025Q2: 15,913 shares; 2025Q3: 19,057 shares; 2025Q4: 19,003 shares; 2026Q1: 15,506 shares 15,506 $778K 0.3% -3,497 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,071 shares; 2024Q4: 46,461 shares; 2025Q1: 17,175 shares; 2025Q2: 14,516 shares; 2025Q3: 14,516 shares; 2025Q4: 14,400 shares; 2026Q1: 12,944 shares 12,944 $776K 0.3% -1,456 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,554 shares; 2025Q1: 4,588 shares; 2025Q2: 4,988 shares; 2025Q3: 5,347 shares; 2025Q4: 5,657 shares; 2026Q1: 4,796 shares 4,796 $776K 0.3% -861 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 3,046 shares; 2025Q1: 3,806 shares; 2025Q2: 4,575 shares; 2025Q3: 5,485 shares; 2025Q4: 5,779 shares; 2026Q1: 4,766 shares 4,766 $771K 0.29% -1,013 Timeline EPU 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: 9,986 shares; 2025Q1: 10,372 shares; 2025Q2: 10,925 shares; 2025Q3: 11,564 shares; 2025Q4: 10,979 shares; 2026Q1: 9,523 shares 9,523 $769K 0.29% -1,456 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: 6,250 shares; 2024Q4: 6,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,596 shares; 2026Q1: 7,967 shares 7,967 $769K 0.29% +4,371 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,521 shares; 2025Q1: 5,096 shares; 2025Q2: 3,301 shares; 2025Q3: 5,904 shares; 2025Q4: 6,185 shares; 2026Q1: 6,652 shares 6,652 $752K 0.29% +467 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,848 shares; 2025Q1: 6,781 shares; 2025Q2: 6,599 shares; 2025Q3: 8,478 shares; 2025Q4: 8,456 shares; 2026Q1: 7,702 shares 7,702 $752K 0.29% -754 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,998 shares 8,998 $752K 0.29% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,005 shares; 2024Q4: 10,126 shares; 2025Q1: 12,872 shares; 2025Q2: 10,852 shares; 2025Q3: 11,207 shares; 2025Q4: 4,266 shares; 2026Q1: 6,854 shares 6,854 $744K 0.28% +2,588 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 4,885 shares; 2025Q1: 7,071 shares; 2025Q2: 6,813 shares; 2025Q3: 6,774 shares; 2025Q4: 6,757 shares; 2026Q1: 6,707 shares 6,707 $743K 0.28% -50 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,089 shares 7,089 $741K 0.28% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,303 shares; 2025Q1: 5,245 shares; 2025Q2: 5,051 shares; 2025Q3: 5,050 shares; 2025Q4: 4,995 shares; 2026Q1: 4,484 shares 4,484 $738K 0.28% -511 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: 4,157 shares 4,157 $730K 0.28% new 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: 8,343 shares; 2024Q4: 8,309 shares; 2025Q1: 8,193 shares; 2025Q2: 4,153 shares; 2025Q3: 4,180 shares; 2025Q4: 4,163 shares; 2026Q1: 3,998 shares 3,998 $720K 0.27% -165 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,080 shares; 2025Q1: 1,121 shares; 2025Q2: 1,149 shares; 2025Q3: 1,522 shares; 2025Q4: 1,570 shares; 2026Q1: 1,172 shares 1,172 $708K 0.27% -398 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: 2,285 shares; 2024Q4: 2,265 shares; 2025Q1: 2,244 shares; 2025Q2: 1,667 shares; 2025Q3: 1,678 shares; 2025Q4: 1,669 shares; 2026Q1: 1,255 shares 1,255 $707K 0.27% -414 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: 7,674 shares; 2024Q4: 7,599 shares; 2025Q1: 7,502 shares; 2025Q2: 7,216 shares; 2025Q3: 7,216 shares; 2025Q4: 7,138 shares; 2026Q1: 9,715 shares 9,715 $703K 0.27% +2,577 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 3,496 shares; 2025Q1: 4,557 shares; 2025Q2: 4,588 shares; 2025Q3: 4,598 shares; 2025Q4: 9,279 shares; 2026Q1: 11,304 shares 11,304 $692K 0.26% +2,025 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: 12,077 shares; 2024Q4: 11,978 shares; 2025Q1: 11,890 shares; 2025Q2: 11,453 shares; 2025Q3: 11,356 shares; 2025Q4: 11,232 shares; 2026Q1: 10,115 shares 10,115 $688K 0.26% -1,117 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: 3,887 shares; 2024Q4: 3,792 shares; 2025Q1: 3,774 shares; 2025Q2: 3,662 shares; 2025Q3: 3,645 shares; 2025Q4: 3,740 shares; 2026Q1: 3,275 shares 3,275 $688K 0.26% -465 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: 2,673 shares; 2024Q4: 2,660 shares; 2025Q1: 2,635 shares; 2025Q2: 2,560 shares; 2025Q3: 2,573 shares; 2025Q4: 2,567 shares; 2026Q1: 1,915 shares 1,915 $685K 0.26% -652 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,804 shares; 2025Q2: 2,972 shares; 2025Q3: 3,163 shares; 2025Q4: 3,246 shares; 2026Q1: 3,371 shares 3,371 $684K 0.26% +125 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,082 shares; 2025Q1: 2,085 shares; 2025Q2: 2,090 shares; 2025Q3: 2,299 shares; 2025Q4: 2,302 shares; 2026Q1: 2,122 shares 2,122 $681K 0.26% -180 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,133 shares; 2025Q1: 3,136 shares; 2025Q2: 3,084 shares; 2025Q3: 3,096 shares; 2025Q4: 3,080 shares; 2026Q1: 2,372 shares 2,372 $681K 0.26% -708 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: 6,051 shares; 2025Q2: 5,878 shares; 2025Q3: 3,592 shares; 2025Q4: 3,694 shares; 2026Q1: 3,229 shares 3,229 $675K 0.26% -465 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: 3,027 shares; 2024Q4: 3,300 shares; 2025Q1: 7,163 shares; 2025Q2: 6,039 shares; 2025Q3: 6,498 shares; 2025Q4: 6,455 shares; 2026Q1: 4,617 shares 4,617 $675K 0.26% -1,838 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: 36,119 shares; 2024Q4: 35,905 shares; 2025Q1: 35,577 shares; 2025Q2: 34,669 shares; 2025Q3: 34,883 shares; 2025Q4: 34,815 shares; 2026Q1: 35,538 shares 35,538 $669K 0.25% +723 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: 5,283 shares; 2024Q4: 2,220 shares; 2025Q1: 2,206 shares; 2025Q2: 2,203 shares; 2025Q3: 3,527 shares; 2025Q4: 3,552 shares; 2026Q1: 5,473 shares 5,473 $663K 0.25% +1,921 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,642 shares; 2024Q4: 8,570 shares; 2025Q1: 7,230 shares; 2025Q2: 6,928 shares; 2025Q3: 6,929 shares; 2025Q4: 6,856 shares; 2026Q1: 7,022 shares 7,022 $657K 0.25% +166 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 19,213 shares; 2025Q1: 18,999 shares; 2025Q2: 18,279 shares; 2025Q3: 18,276 shares; 2025Q4: 18,083 shares; 2026Q1: 16,237 shares 16,237 $654K 0.25% -1,846 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,942 shares 16,942 $650K 0.25% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,709 shares; 2025Q2: 43,613 shares; 2025Q3: 43,628 shares; 2025Q4: 43,229 shares; 2026Q1: 38,872 shares 38,872 $649K 0.25% -4,357 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 14,020 shares; 2025Q1: 18,295 shares; 2025Q2: 20,373 shares; 2025Q3: 21,485 shares; 2025Q4: 22,653 shares; 2026Q1: 13,056 shares 13,056 $645K 0.25% -9,597 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 15,106 shares 15,106 $641K 0.24% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 15,621 shares 15,621 $637K 0.24% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,665 shares; 2025Q1: 4,638 shares; 2025Q2: 4,507 shares; 2025Q3: 4,507 shares; 2025Q4: 6,553 shares; 2026Q1: 5,902 shares 5,902 $631K 0.24% -651 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,154 shares; 2025Q1: 3,026 shares; 2025Q2: 2,274 shares; 2025Q3: 3,937 shares; 2025Q4: 4,160 shares; 2026Q1: 1,668 shares 1,668 $620K 0.24% -2,492 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 549 shares; 2026Q1: 418 shares 418 $615K 0.23% -131 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,421 shares; 2024Q4: 41,071 shares; 2025Q1: 40,837 shares; 2025Q2: 34,433 shares; 2025Q3: 34,435 shares; 2025Q4: 34,137 shares; 2026Q1: 30,670 shares 30,670 $615K 0.23% -3,467 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: 5,138 shares; 2024Q4: 5,104 shares; 2025Q1: 5,057 shares; 2025Q2: 4,884 shares; 2025Q3: 6,967 shares; 2025Q4: 6,934 shares; 2026Q1: 6,247 shares 6,247 $615K 0.23% -687 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,612 shares; 2024Q4: 7,537 shares; 2025Q1: 7,477 shares; 2025Q2: 7,196 shares; 2025Q3: 9,112 shares; 2025Q4: 9,036 shares; 2026Q1: 8,149 shares 8,149 $614K 0.23% -887 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,162 shares; 2025Q3: 13,163 shares; 2025Q4: 13,048 shares; 2026Q1: 11,743 shares 11,743 $611K 0.23% -1,305 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,185 shares; 2025Q2: 19,692 shares; 2025Q3: 19,697 shares; 2025Q4: 29,807 shares; 2026Q1: 26,881 shares 26,881 $609K 0.23% -2,926 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: 10,242 shares; 2024Q4: 10,142 shares; 2025Q1: 14,930 shares; 2025Q2: 14,767 shares; 2025Q3: 14,771 shares; 2025Q4: 14,628 shares; 2026Q1: 13,153 shares 13,153 $605K 0.23% -1,475 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 4,309 shares 4,309 $605K 0.23% new Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,470 shares; 2025Q3: 26,908 shares; 2025Q4: 27,176 shares; 2026Q1: 26,094 shares 26,094 $603K 0.23% -1,082 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 2,899 shares; 2025Q4: 4,578 shares; 2026Q1: 5,728 shares 5,728 $600K 0.23% +1,150 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: not reported; 2024Q4: 16,783 shares; 2025Q1: 17,271 shares; 2025Q2: 6,282 shares; 2025Q3: 6,984 shares; 2025Q4: 7,236 shares; 2026Q1: 4,997 shares 4,997 $593K 0.23% -2,239 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 9,454 shares; 2025Q1: 9,738 shares; 2025Q2: 10,088 shares; 2025Q3: 6,691 shares; 2025Q4: 6,631 shares; 2026Q1: 5,400 shares 5,400 $592K 0.23% -1,231 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,534 shares; 2026Q1: 4,280 shares 4,280 $587K 0.22% -254 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,798 shares 7,798 $587K 0.22% new 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: 3,019 shares; 2024Q4: 2,990 shares; 2025Q1: 2,959 shares; 2025Q2: 2,849 shares; 2025Q3: 2,847 shares; 2025Q4: 2,814 shares; 2026Q1: 2,527 shares 2,527 $581K 0.22% -287 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: 6,062 shares; 2024Q4: 6,027 shares; 2025Q1: 5,967 shares; 2025Q2: 5,829 shares; 2025Q3: 5,869 shares; 2025Q4: 5,863 shares; 2026Q1: 4,159 shares 4,159 $580K 0.22% -1,704 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 1,674 shares; 2025Q1: 1,670 shares; 2025Q2: 1,624 shares; 2025Q3: 1,615 shares; 2025Q4: 1,473 shares; 2026Q1: 1,287 shares 1,287 $572K 0.22% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 1,795 shares 1,795 $564K 0.21% +1,183 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,007 shares; 2026Q1: 8,007 shares 8,007 $558K 0.21% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 6,162 shares; 2025Q1: 6,492 shares; 2025Q2: 6,533 shares; 2025Q3: 5,535 shares; 2025Q4: 5,418 shares; 2026Q1: 3,327 shares 3,327 $553K 0.21% -2,091 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,517 shares; 2025Q4: 8,947 shares; 2026Q1: 8,561 shares 8,561 $547K 0.21% -386 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 919 shares; 2025Q2: 1,003 shares; 2025Q3: 693 shares; 2025Q4: 716 shares; 2026Q1: 410 shares 410 $542K 0.21% -306 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,106 shares 8,106 $536K 0.2% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,008 shares; 2025Q2: 7,811 shares; 2025Q3: 7,816 shares; 2025Q4: 7,738 shares; 2026Q1: 8,648 shares 8,648 $535K 0.2% +910 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,901 shares 2,901 $532K 0.2% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 3,370 shares; 2025Q1: 3,924 shares; 2025Q2: 4,250 shares; 2025Q3: 4,993 shares; 2025Q4: 4,631 shares; 2026Q1: 3,923 shares 3,923 $528K 0.2% -708 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: 4,162 shares; 2024Q4: 4,120 shares; 2025Q1: 4,007 shares; 2025Q2: 3,948 shares; 2025Q3: 3,838 shares; 2025Q4: 3,810 shares; 2026Q1: 3,115 shares 3,115 $527K 0.2% -695 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 4,776 shares; 2025Q1: 878 shares; 2025Q2: 926 shares; 2025Q3: 1,057 shares; 2025Q4: 1,026 shares; 2026Q1: 772 shares 772 $526K 0.2% -254 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,672 shares; 2025Q2: 7,151 shares; 2025Q3: 12,052 shares; 2025Q4: 15,731 shares; 2026Q1: 10,720 shares 10,720 $522K 0.2% -5,011 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,397 shares; 2025Q4: 20,198 shares; 2026Q1: 14,627 shares 14,627 $519K 0.2% -5,571 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,001 shares; 2025Q1: 1,569 shares; 2025Q2: 1,620 shares; 2025Q3: 2,319 shares; 2025Q4: 4,780 shares; 2026Q1: 4,756 shares 4,756 $518K 0.2% -24 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,902 shares; 2024Q4: 24,577 shares; 2025Q1: 20,672 shares; 2025Q2: 20,045 shares; 2025Q3: 35,181 shares; 2025Q4: 34,929 shares; 2026Q1: 31,448 shares 31,448 $517K 0.2% -3,481 Timeline UAE 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: 26,924 shares; 2025Q3: 28,508 shares; 2025Q4: 28,889 shares; 2026Q1: 27,660 shares 27,660 $516K 0.2% -1,229 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,420 shares; 2026Q1: 9,009 shares 9,009 $513K 0.2% -7,411 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,038 shares; 2025Q3: 6,932 shares; 2025Q4: 6,887 shares; 2026Q1: 5,468 shares 5,468 $504K 0.19% -1,419 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: 14,599 shares; 2024Q4: 14,248 shares; 2025Q1: 14,660 shares; 2025Q2: not reported; 2025Q3: 4,117 shares; 2025Q4: 4,507 shares; 2026Q1: 3,977 shares 3,977 $502K 0.19% -530 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 7,875 shares; 2025Q1: 7,813 shares; 2025Q2: 7,644 shares; 2025Q3: 9,220 shares; 2025Q4: 12,019 shares; 2026Q1: 9,149 shares 9,149 $493K 0.19% -2,870 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,773 shares; 2024Q4: 39,391 shares; 2025Q1: 51,793 shares; 2025Q2: 76,530 shares; 2025Q3: 85,157 shares; 2025Q4: 86,250 shares; 2026Q1: 41,607 shares 41,607 $483K 0.18% -44,643 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares; 2025Q3: 2,566 shares; 2025Q4: 2,551 shares; 2026Q1: 1,763 shares 1,763 $470K 0.18% -788 Timeline BRKR BRUKER CORP More: the full row for BRUKER 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: 10,664 shares; 2025Q3: 21,628 shares; 2025Q4: 22,195 shares; 2026Q1: 12,948 shares 12,948 $468K 0.18% -9,247 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: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,014 shares; 2025Q2: 2,025 shares; 2025Q3: 1,986 shares; 2025Q4: 1,949 shares; 2026Q1: 1,546 shares 1,546 $468K 0.18% -403 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: 20,201 shares; 2024Q4: 20,296 shares; 2025Q1: 23,750 shares; 2025Q2: 15,865 shares; 2025Q3: 15,924 shares; 2025Q4: 15,840 shares; 2026Q1: 3,740 shares 3,740 $465K 0.18% -12,100 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 21,162 shares; 2026Q1: 16,553 shares 16,553 $459K 0.17% -4,609 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,446 shares; 2026Q1: 1,159 shares 1,159 $457K 0.17% -287 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,435 shares; 2025Q1: 4,410 shares; 2025Q2: 2,641 shares; 2025Q3: 2,616 shares; 2025Q4: 3,011 shares; 2026Q1: 3,097 shares 3,097 $454K 0.17% +86 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: 10,080 shares; 2025Q1: 11,689 shares; 2025Q2: 11,278 shares; 2025Q3: 9,580 shares; 2025Q4: 14,058 shares; 2026Q1: 12,678 shares 12,678 $453K 0.17% -1,380 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 12,356 shares; 2025Q1: 13,756 shares; 2025Q2: 13,296 shares; 2025Q3: 11,801 shares; 2025Q4: 11,675 shares; 2026Q1: 10,475 shares 10,475 $451K 0.17% -1,200 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,156 shares; 2025Q3: 4,038 shares; 2025Q4: 4,317 shares; 2026Q1: 4,061 shares 4,061 $447K 0.17% -256 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,174 shares; 2025Q1: 1,143 shares; 2025Q2: 1,201 shares; 2025Q3: 1,181 shares; 2025Q4: 1,168 shares; 2026Q1: 892 shares 892 $446K 0.17% -276 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 446 shares; 2025Q2: 596 shares; 2025Q3: 638 shares; 2025Q4: 748 shares; 2026Q1: 606 shares 606 $443K 0.17% -142 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,377 shares; 2025Q1: 5,495 shares; 2025Q2: 4,263 shares; 2025Q3: 4,111 shares; 2025Q4: 4,922 shares; 2026Q1: 4,583 shares 4,583 $435K 0.17% -339 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,458 shares; 2025Q2: 3,694 shares; 2025Q3: 5,103 shares; 2025Q4: 6,139 shares; 2026Q1: 3,375 shares 3,375 $429K 0.16% -2,764 Timeline WEN WENDYS CO More: the full row for WENDYS 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: 68,881 shares; 2025Q4: 68,441 shares; 2026Q1: 61,686 shares 61,686 $429K 0.16% -6,755 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 720 shares; 2025Q1: 724 shares; 2025Q2: 727 shares; 2025Q3: 955 shares; 2025Q4: 1,092 shares; 2026Q1: 742 shares 742 $428K 0.16% -350 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,159 shares; 2025Q1: 5,133 shares; 2025Q2: 5,075 shares; 2025Q3: 5,139 shares; 2025Q4: 5,122 shares; 2026Q1: 2,499 shares 2,499 $424K 0.16% -2,623 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,201 shares 8,201 $421K 0.16% new Timeline AAA INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,290 shares; 2024Q4: 23,137 shares; 2025Q1: 23,467 shares; 2025Q2: 23,238 shares; 2025Q3: 22,214 shares; 2025Q4: 20,670 shares; 2026Q1: 16,828 shares 16,828 $420K 0.16% -3,842 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,372 shares; 2024Q4: 22,164 shares; 2025Q1: 25,820 shares; 2025Q2: 21,036 shares; 2025Q3: 21,040 shares; 2025Q4: 20,815 shares; 2026Q1: 18,670 shares 18,670 $420K 0.16% -2,145 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 7,327 shares; 2025Q1: 7,272 shares; 2025Q2: 7,125 shares; 2025Q3: 7,169 shares; 2025Q4: 11,760 shares; 2026Q1: 8,811 shares 8,811 $409K 0.16% -2,949 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598 shares 598 $408K 0.16% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,580 shares; 2026Q1: 13,154 shares 13,154 $401K 0.15% -3,426 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,237 shares; 2026Q1: 6,761 shares 6,761 $401K 0.15% -476 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,558 shares; 2025Q2: 5,921 shares; 2025Q3: 7,146 shares; 2025Q4: 7,193 shares; 2026Q1: 6,782 shares 6,782 $397K 0.15% -411 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,481 shares; 2025Q3: 8,919 shares; 2025Q4: 8,878 shares; 2026Q1: 7,602 shares 7,602 $395K 0.15% -1,276 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: 6,299 shares; 2025Q2: 6,361 shares; 2025Q3: 6,291 shares; 2025Q4: 6,251 shares; 2026Q1: 4,971 shares 4,971 $395K 0.15% -1,280 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,759 shares 2,759 $392K 0.15% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,891 shares; 2025Q3: 5,822 shares; 2025Q4: 7,490 shares; 2026Q1: 1,378 shares 1,378 $391K 0.15% -6,112 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,785 shares 32,785 $378K 0.14% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 6,827 shares; 2025Q3: 9,011 shares; 2025Q4: 9,334 shares; 2026Q1: 5,507 shares 5,507 $375K 0.14% -3,827 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 719 shares 719 $375K 0.14% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 6,502 shares; 2025Q1: 14,280 shares; 2025Q2: 11,103 shares; 2025Q3: 19,134 shares; 2025Q4: 19,694 shares; 2026Q1: 10,094 shares 10,094 $371K 0.14% -9,600 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149,442 shares; 2025Q2: 222,454 shares; 2025Q3: 283,246 shares; 2025Q4: 174,649 shares; 2026Q1: 103,311 shares 103,311 $371K 0.14% -71,338 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,930 shares; 2025Q3: 6,852 shares; 2025Q4: 6,792 shares; 2026Q1: 1,856 shares 1,856 $369K 0.14% -4,936 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,705 shares 17,705 $367K 0.14% new Timeline IWV 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: 987 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 987 shares 987 $366K 0.14% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,476 shares; 2024Q4: 21,726 shares; 2025Q1: 18,027 shares; 2025Q2: 20,937 shares; 2025Q3: 22,201 shares; 2025Q4: 20,821 shares; 2026Q1: 16,863 shares 16,863 $362K 0.14% -3,958 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,933 shares; 2025Q1: 34,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,899 shares 13,899 $360K 0.14% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,138 shares; 2025Q1: 1,137 shares; 2025Q2: 1,314 shares; 2025Q3: 2,668 shares; 2025Q4: not reported; 2026Q1: 2,098 shares 2,098 $359K 0.14% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,751 shares 2,751 $357K 0.14% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,373 shares 6,373 $356K 0.14% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,496 shares; 2024Q4: 15,349 shares; 2025Q1: 15,168 shares; 2025Q2: 14,585 shares; 2025Q3: 14,589 shares; 2025Q4: 14,441 shares; 2026Q1: 12,968 shares 12,968 $355K 0.14% -1,473 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,781 shares 1,781 $351K 0.13% new Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS 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: 24,076 shares; 2025Q3: 25,828 shares; 2025Q4: 28,091 shares; 2026Q1: 22,298 shares 22,298 $351K 0.13% -5,793 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,304 shares; 2025Q1: 3,008 shares; 2025Q2: 2,641 shares; 2025Q3: 1,784 shares; 2025Q4: 2,128 shares; 2026Q1: 2,917 shares 2,917 $346K 0.13% +789 Timeline RRC RANGE RES CORP More: the full row for RANGE 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: 7,622 shares 7,622 $344K 0.13% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389 shares 389 $340K 0.13% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,567 shares 3,567 $333K 0.13% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,563 shares; 2025Q3: 4,738 shares; 2025Q4: 5,207 shares; 2026Q1: 4,896 shares 4,896 $333K 0.13% -311 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares 2,508 $328K 0.12% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 3,113 shares 3,113 $327K 0.12% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,044 shares; 2024Q4: 13,556 shares; 2025Q1: 12,278 shares; 2025Q2: 12,705 shares; 2025Q3: 10,963 shares; 2025Q4: 11,553 shares; 2026Q1: 7,393 shares 7,393 $325K 0.12% -4,160 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: 1,759 shares; 2024Q4: 1,977 shares; 2025Q1: 2,374 shares; 2025Q2: 2,508 shares; 2025Q3: 2,814 shares; 2025Q4: 5,350 shares; 2026Q1: 2,150 shares 2,150 $323K 0.12% -3,200 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: 532 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 617 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 529 shares 529 $316K 0.12% -98 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,404 shares; 2025Q4: 4,263 shares; 2026Q1: 3,453 shares 3,453 $314K 0.12% -810 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 653 shares 653 $314K 0.12% -135 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,618 shares; 2024Q4: 64,297 shares; 2025Q1: 82,323 shares; 2025Q2: 95,066 shares; 2025Q3: 104,557 shares; 2025Q4: 128,590 shares; 2026Q1: 75,273 shares 75,273 $310K 0.12% -53,317 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 1,222 shares; 2025Q4: 1,326 shares; 2026Q1: 1,287 shares 1,287 $309K 0.12% -39 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: 4,872 shares; 2024Q4: 5,222 shares; 2025Q1: 5,560 shares; 2025Q2: 5,661 shares; 2025Q3: 5,952 shares; 2025Q4: 5,959 shares; 2026Q1: 3,334 shares 3,334 $299K 0.11% -2,625 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,991 shares; 2025Q1: 17,686 shares; 2025Q2: 19,007 shares; 2025Q3: 20,356 shares; 2025Q4: 20,988 shares; 2026Q1: 12,480 shares 12,480 $299K 0.11% -8,508 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: 1,658 shares; 2025Q3: 1,802 shares; 2025Q4: 1,859 shares; 2026Q1: 1,167 shares 1,167 $292K 0.11% -692 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: 2,395 shares; 2025Q3: 2,505 shares; 2025Q4: 2,444 shares; 2026Q1: 2,323 shares 2,323 $291K 0.11% -121 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,490 shares; 2025Q1: 3,469 shares; 2025Q2: 3,451 shares; 2025Q3: 3,506 shares; 2025Q4: 3,516 shares; 2026Q1: 1,676 shares 1,676 $291K 0.11% -1,840 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,853 shares; 2025Q2: 58,057 shares; 2025Q3: not reported; 2025Q4: 37,060 shares; 2026Q1: 36,188 shares 36,188 $291K 0.11% -872 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 11,440 shares; 2025Q1: 11,758 shares; 2025Q2: 12,104 shares; 2025Q3: 12,368 shares; 2025Q4: 10,278 shares; 2026Q1: 9,641 shares 9,641 $287K 0.11% -637 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,072 shares; 2025Q1: 7,828 shares; 2025Q2: 8,638 shares; 2025Q3: 8,616 shares; 2025Q4: 7,509 shares; 2026Q1: 6,245 shares 6,245 $286K 0.11% -1,264 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,926 shares; 2024Q4: 49,666 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,845 shares 24,845 $280K 0.11% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,910 shares; 2025Q3: 4,821 shares; 2025Q4: 5,774 shares; 2026Q1: 5,383 shares 5,383 $280K 0.11% -391 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 3,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,457 shares; 2025Q4: 8,545 shares; 2026Q1: 4,242 shares 4,242 $279K 0.11% -4,303 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,572 shares; 2024Q4: 17,538 shares; 2025Q1: 20,146 shares; 2025Q2: 17,969 shares; 2025Q3: 11,599 shares; 2025Q4: 11,936 shares; 2026Q1: 6,178 shares 6,178 $274K 0.1% -5,758 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 3,435 shares; 2025Q3: 3,343 shares; 2025Q4: 3,843 shares; 2026Q1: 2,977 shares 2,977 $274K 0.1% -866 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,301 shares; 2025Q4: 18,476 shares; 2026Q1: 8,944 shares 8,944 $274K 0.1% -9,532 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,946 shares; 2026Q1: 4,644 shares 4,644 $273K 0.1% +698 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,273 shares; 2025Q3: 8,201 shares; 2025Q4: 9,733 shares; 2026Q1: 1,418 shares 1,418 $268K 0.1% -8,315 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: 3,640 shares; 2024Q4: 3,636 shares; 2025Q1: 3,605 shares; 2025Q2: 3,633 shares; 2025Q3: 3,690 shares; 2025Q4: 3,715 shares; 2026Q1: 1,831 shares 1,831 $265K 0.1% -1,884 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,206 shares 5,206 $264K 0.1% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 13,501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,188 shares; 2026Q1: 9,863 shares 9,863 $257K 0.1% -325 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: 32,544 shares; 2024Q4: 32,429 shares; 2025Q1: 15,209 shares; 2025Q2: 15,163 shares; 2025Q3: 15,619 shares; 2025Q4: 12,984 shares; 2026Q1: 5,781 shares 5,781 $255K 0.1% -7,203 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 789 shares 789 $254K 0.1% new 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: 6,647 shares; 2024Q4: 3,467 shares; 2025Q1: 3,460 shares; 2025Q2: 3,802 shares; 2025Q3: 2,888 shares; 2025Q4: 1,238 shares; 2026Q1: 338 shares 338 $238K 0.09% -900 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,875 shares; 2025Q1: 5,566 shares; 2025Q2: 6,496 shares; 2025Q3: 5,356 shares; 2025Q4: 4,090 shares; 2026Q1: 2,754 shares 2,754 $237K 0.09% -1,336 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,485 shares; 2026Q1: 18,618 shares 18,618 $233K 0.09% -1,867 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 346 shares; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 355 shares 355 $232K 0.09% +9 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,358 shares; 2025Q4: 4,567 shares; 2026Q1: 2,216 shares 2,216 $222K 0.08% -2,351 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK 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: 10,291 shares; 2025Q4: 11,194 shares; 2026Q1: 8,883 shares 8,883 $221K 0.08% -2,311 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,847 shares; 2025Q4: 8,315 shares; 2026Q1: 6,719 shares 6,719 $217K 0.08% -1,596 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 3,960 shares; 2025Q1: 4,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,092 shares 4,092 $215K 0.08% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,728 shares; 2025Q1: 3,725 shares; 2025Q2: 2,777 shares; 2025Q3: 2,820 shares; 2025Q4: 2,842 shares; 2026Q1: 2,056 shares 2,056 $211K 0.08% -786 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,151 shares; 2025Q2: 2,149 shares; 2025Q3: 2,186 shares; 2025Q4: 2,201 shares; 2026Q1: 1,065 shares 1,065 $210K 0.08% -1,136 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 1,616 shares; 2025Q3: 1,794 shares; 2025Q4: 1,878 shares; 2026Q1: 1,442 shares 1,442 $210K 0.08% -436 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,807 shares; 2025Q1: 62,459 shares; 2025Q2: 5,759 shares; 2025Q3: 5,758 shares; 2025Q4: 5,036 shares; 2026Q1: 4,197 shares 4,197 $208K 0.08% -839 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 13,898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,961 shares; 2026Q1: 3,113 shares 3,113 $206K 0.08% -6,848 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,485 shares 4,485 $206K 0.08% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,169 shares; 2025Q1: 2,154 shares; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: not reported; 2026Q1: 2,234 shares 2,234 $202K 0.08% new Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,250 shares; 2025Q1: 7,209 shares; 2025Q2: 7,175 shares; 2025Q3: 7,292 shares; 2025Q4: 7,360 shares; 2026Q1: 3,582 shares 3,582 $201K 0.08% -3,778 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: 1,417 shares; 2024Q4: 1,503 shares; 2025Q1: 1,599 shares; 2025Q2: 1,831 shares; 2025Q3: 2,037 shares; 2025Q4: 2,044 shares; 2026Q1: 1,387 shares 1,387 $200K 0.08% -657 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $196K 0.07% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,372 shares; 2024Q4: 43,374 shares; 2025Q1: 72,337 shares; 2025Q2: 122,887 shares; 2025Q3: 125,482 shares; 2025Q4: 125,623 shares; 2026Q1: 10,176 shares 10,176 $35.9K 0.01% -115,447 Timeline