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: 494,698 shares; 2024Q4: 510,079 shares; 2025Q1: 515,890 shares; 2025Q2: 526,414 shares; 2025Q3: 529,223 shares; 2025Q4: 522,881 shares; 2026Q1: 491,110 shares 491,110 $61M 12.58% -31,771 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,654 shares; 2024Q4: 119,333 shares; 2025Q1: 119,333 shares; 2025Q2: 119,333 shares; 2025Q3: 119,383 shares; 2025Q4: 119,383 shares; 2026Q1: 106,094 shares 106,094 $22.5M 4.63% -13,289 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 1,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,370 shares 108,370 $14.9M 3.06% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,768 shares; 2024Q4: 192,074 shares; 2025Q1: 167,108 shares; 2025Q2: 158,580 shares; 2025Q3: 156,653 shares; 2025Q4: 150,627 shares; 2026Q1: 162,100 shares 162,100 $10.6M 2.17% +11,473 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: 4,870 shares; 2024Q4: 3,169 shares; 2025Q1: 2,699 shares; 2025Q2: 32,469 shares; 2025Q3: 28,875 shares; 2025Q4: 24,579 shares; 2026Q1: 26,011 shares 26,011 $9.67M 1.99% +1,432 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,129 shares; 2024Q4: 78,678 shares; 2025Q1: 75,690 shares; 2025Q2: 63,014 shares; 2025Q3: 61,969 shares; 2025Q4: 65,862 shares; 2026Q1: 73,593 shares 73,593 $9.14M 1.88% +7,731 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,415 shares; 2024Q4: 93,525 shares; 2025Q1: 80,370 shares; 2025Q2: 75,944 shares; 2025Q3: 75,347 shares; 2025Q4: 72,517 shares; 2026Q1: 78,707 shares 78,707 $8.36M 1.72% +6,190 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,036 shares; 2025Q3: 151,428 shares; 2025Q4: 140,953 shares; 2026Q1: 147,530 shares 147,530 $8.34M 1.72% +6,577 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: 14,636 shares; 2024Q4: 13,931 shares; 2025Q1: 14,989 shares; 2025Q2: 14,015 shares; 2025Q3: 13,163 shares; 2025Q4: 12,259 shares; 2026Q1: 12,106 shares 12,106 $7.91M 1.63% -153 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864,403 shares; 2024Q4: 226,025 shares; 2025Q1: 683,271 shares; 2025Q2: 582,356 shares; 2025Q3: 382,356 shares; 2025Q4: 378,581 shares; 2026Q1: 303,581 shares 303,581 $7.35M 1.51% -75,000 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,315 shares; 2024Q4: 80,538 shares; 2025Q1: 69,638 shares; 2025Q2: 65,461 shares; 2025Q3: 64,552 shares; 2025Q4: 58,755 shares; 2026Q1: 58,758 shares 58,758 $6.96M 1.43% +3 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: 132,110 shares; 2024Q4: 59,798 shares; 2025Q1: 42,046 shares; 2025Q2: 40,387 shares; 2025Q3: 38,149 shares; 2025Q4: 37,903 shares; 2026Q1: 39,489 shares 39,489 $6.89M 1.42% +1,586 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: 15,069 shares; 2024Q4: 14,611 shares; 2025Q1: 13,485 shares; 2025Q2: 12,886 shares; 2025Q3: 11,950 shares; 2025Q4: 11,493 shares; 2026Q1: 11,151 shares 11,151 $6.66M 1.37% -342 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,346 shares; 2024Q4: 23,856 shares; 2025Q1: 24,485 shares; 2025Q2: 25,204 shares; 2025Q3: 24,210 shares; 2025Q4: 24,491 shares; 2026Q1: 25,143 shares 25,143 $6.38M 1.31% +652 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,952 shares; 2024Q4: 146,930 shares; 2025Q1: 125,862 shares; 2025Q2: 123,141 shares; 2025Q3: 120,037 shares; 2025Q4: 110,793 shares; 2026Q1: 115,300 shares 115,300 $5.97M 1.23% +4,507 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: 61,031 shares; 2024Q4: 60,281 shares; 2025Q1: 60,434 shares; 2025Q2: 59,316 shares; 2025Q3: 53,105 shares; 2025Q4: 53,116 shares; 2026Q1: 40,083 shares 40,083 $5.79M 1.19% -13,033 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,939 shares; 2024Q4: 197,365 shares; 2025Q1: 171,579 shares; 2025Q2: 165,480 shares; 2025Q3: 164,757 shares; 2025Q4: 154,010 shares; 2026Q1: 159,621 shares 159,621 $4.3M 0.88% +5,611 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: 119,909 shares; 2024Q4: 61,633 shares; 2025Q1: 69,626 shares; 2025Q2: 69,981 shares; 2025Q3: 73,404 shares; 2025Q4: 83,344 shares; 2026Q1: 83,854 shares 83,854 $4.22M 0.87% +510 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,682 shares; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: 15,079 shares; 2025Q3: 1,138 shares; 2025Q4: not reported; 2026Q1: 20,347 shares 20,347 $3.91M 0.8% new 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: 18,201 shares; 2024Q4: 17,892 shares; 2025Q1: 17,986 shares; 2025Q2: 18,836 shares; 2025Q3: 17,900 shares; 2025Q4: 17,553 shares; 2026Q1: 17,977 shares 17,977 $3.74M 0.77% +424 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: 8,655 shares; 2024Q4: 9,009 shares; 2025Q1: 9,016 shares; 2025Q2: 9,019 shares; 2025Q3: 9,554 shares; 2025Q4: 9,544 shares; 2026Q1: 9,954 shares 9,954 $3.68M 0.76% +410 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,766 shares; 2024Q4: 32,568 shares; 2025Q1: 32,769 shares; 2025Q2: 32,922 shares; 2025Q3: 36,425 shares; 2025Q4: 38,950 shares; 2026Q1: 38,898 shares 38,898 $3.61M 0.74% -52 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: 6,410 shares; 2024Q4: 3,832 shares; 2025Q1: 3,802 shares; 2025Q2: 3,887 shares; 2025Q3: 4,011 shares; 2025Q4: 4,193 shares; 2026Q1: 6,213 shares 6,213 $3.55M 0.73% +2,020 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: 8,304 shares; 2024Q4: 8,697 shares; 2025Q1: 8,832 shares; 2025Q2: 8,971 shares; 2025Q3: 10,120 shares; 2025Q4: 10,377 shares; 2026Q1: 11,304 shares 11,304 $3.25M 0.67% +927 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,827 shares; 2025Q3: 73,233 shares; 2025Q4: 69,992 shares; 2026Q1: 65,957 shares 65,957 $2.98M 0.61% -4,035 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,408 shares; 2025Q3: 86,899 shares; 2025Q4: 86,010 shares; 2026Q1: 74,638 shares 74,638 $2.9M 0.6% -11,372 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,066 shares; 2025Q1: 75,616 shares; 2025Q2: 85,715 shares; 2025Q3: 90,348 shares; 2025Q4: 96,504 shares; 2026Q1: 102,653 shares 102,653 $2.88M 0.59% +6,149 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,836 shares; 2024Q4: 61,793 shares; 2025Q1: 61,727 shares; 2025Q2: 61,775 shares; 2025Q3: 61,838 shares; 2025Q4: 61,794 shares; 2026Q1: 61,746 shares 61,746 $2.83M 0.58% -48 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,114 shares; 2024Q4: 49,114 shares; 2025Q1: 49,114 shares; 2025Q2: 53,174 shares; 2025Q3: 53,174 shares; 2025Q4: 53,174 shares; 2026Q1: 52,505 shares 52,505 $2.79M 0.58% -669 Timeline BILZ 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: 26,771 shares; 2024Q4: 26,804 shares; 2025Q1: 26,834 shares; 2025Q2: 26,865 shares; 2025Q3: 26,897 shares; 2025Q4: 26,931 shares; 2026Q1: 26,959 shares 26,959 $2.72M 0.56% +28 Timeline PFF 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: 70,350 shares; 2024Q4: 65,898 shares; 2025Q1: 61,218 shares; 2025Q2: 63,474 shares; 2025Q3: 66,063 shares; 2025Q4: 71,190 shares; 2026Q1: 80,928 shares 80,928 $2.45M 0.51% +9,738 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,083 shares; 2025Q3: 78,963 shares; 2025Q4: 78,481 shares; 2026Q1: 71,973 shares 71,973 $2.44M 0.5% -6,508 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,715 shares; 2025Q3: 35,275 shares; 2025Q4: 44,456 shares; 2026Q1: 60,945 shares 60,945 $2.37M 0.49% +16,489 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 514 shares; 2025Q1: 487 shares; 2025Q2: 499 shares; 2025Q3: 483 shares; 2025Q4: 446 shares; 2026Q1: 2,308 shares 2,308 $2.22M 0.46% +1,862 Timeline AOK 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: 54,067 shares; 2024Q4: 54,067 shares; 2025Q1: 58,079 shares; 2025Q2: 55,324 shares; 2025Q3: 55,324 shares; 2025Q4: 54,879 shares; 2026Q1: 54,879 shares 54,879 $2.19M 0.45% 0 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: 11,799 shares; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 11,199 shares; 2025Q3: 16,684 shares; 2025Q4: 6,921 shares; 2026Q1: 49,296 shares 49,296 $2.18M 0.45% +42,375 Timeline MLPX 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: 65,501 shares; 2024Q4: 32,007 shares; 2025Q1: 29,460 shares; 2025Q2: 29,246 shares; 2025Q3: 29,929 shares; 2025Q4: 30,718 shares; 2026Q1: 29,030 shares 29,030 $2.15M 0.44% -1,688 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,660 shares; 2025Q2: 48,587 shares; 2025Q3: 50,569 shares; 2025Q4: 49,261 shares; 2026Q1: 60,010 shares 60,010 $2.14M 0.44% +10,749 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: 215,115 shares; 2024Q4: 204,959 shares; 2025Q1: 207,671 shares; 2025Q2: 14,259 shares; 2025Q3: 14,124 shares; 2025Q4: 14,162 shares; 2026Q1: 12,310 shares 12,310 $2.09M 0.43% -1,852 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 17,031 shares; 2025Q2: 18,154 shares; 2025Q3: 18,445 shares; 2025Q4: 19,618 shares; 2026Q1: 18,677 shares 18,677 $2.06M 0.43% -941 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: 12,162 shares; 2024Q4: 11,882 shares; 2025Q1: 12,133 shares; 2025Q2: 10,213 shares; 2025Q3: 10,865 shares; 2025Q4: 10,652 shares; 2026Q1: 9,958 shares 9,958 $2.06M 0.42% -694 Timeline MINT 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: 47,115 shares; 2024Q4: 46,714 shares; 2025Q1: 45,743 shares; 2025Q2: 41,439 shares; 2025Q3: 40,963 shares; 2025Q4: 20,652 shares; 2026Q1: 19,725 shares 19,725 $1.98M 0.41% -927 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 11,608 shares; 2025Q1: 62,735 shares; 2025Q2: 53,243 shares; 2025Q3: 53,417 shares; 2025Q4: 53,688 shares; 2026Q1: 46,909 shares 46,909 $1.97M 0.41% -6,779 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,870 shares; 2024Q4: 6,487 shares; 2025Q1: 6,309 shares; 2025Q2: 6,221 shares; 2025Q3: 6,253 shares; 2025Q4: 6,182 shares; 2026Q1: 6,299 shares 6,299 $1.9M 0.39% +117 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: 11,023 shares; 2024Q4: 5,497 shares; 2025Q1: 5,461 shares; 2025Q2: 5,884 shares; 2025Q3: 6,013 shares; 2025Q4: 5,715 shares; 2026Q1: 6,121 shares 6,121 $1.89M 0.39% +406 Timeline SH PROSHARES TR More: the full row for PROSHARES 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: 47,897 shares 47,897 $1.82M 0.37% new 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: 14,620 shares; 2024Q4: 7,365 shares; 2025Q1: 7,006 shares; 2025Q2: 6,260 shares; 2025Q3: 5,968 shares; 2025Q4: 5,825 shares; 2026Q1: 6,175 shares 6,175 $1.82M 0.37% +350 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: 6,167 shares; 2025Q1: 6,513 shares; 2025Q2: 6,644 shares; 2025Q3: 7,033 shares; 2025Q4: 7,723 shares; 2026Q1: 8,439 shares 8,439 $1.8M 0.37% +716 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,980 shares; 2025Q3: 41,923 shares; 2025Q4: 41,923 shares; 2026Q1: 42,131 shares 42,131 $1.79M 0.37% +208 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: 67,185 shares; 2024Q4: 29,330 shares; 2025Q1: 38,213 shares; 2025Q2: 34,404 shares; 2025Q3: 33,418 shares; 2025Q4: 33,174 shares; 2026Q1: 34,384 shares 34,384 $1.73M 0.36% +1,210 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,213 shares; 2025Q1: 14,820 shares; 2025Q2: 14,105 shares; 2025Q3: 16,256 shares; 2025Q4: 25,120 shares; 2026Q1: 24,413 shares 24,413 $1.72M 0.35% -707 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 10,929 shares; 2025Q1: 10,126 shares; 2025Q2: 10,516 shares; 2025Q3: 10,804 shares; 2025Q4: 10,957 shares; 2026Q1: 10,306 shares 10,306 $1.7M 0.35% -651 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: 16,197 shares; 2024Q4: 17,061 shares; 2025Q1: 23,151 shares; 2025Q2: 17,979 shares; 2025Q3: 18,051 shares; 2025Q4: 18,242 shares; 2026Q1: 17,476 shares 17,476 $1.7M 0.35% -766 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,589 shares; 2024Q4: 94,856 shares; 2025Q1: 106,088 shares; 2025Q2: 102,257 shares; 2025Q3: 101,206 shares; 2025Q4: 111,329 shares; 2026Q1: 119,068 shares 119,068 $1.69M 0.35% +7,739 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 7,357 shares; 2025Q1: 8,111 shares; 2025Q2: 8,421 shares; 2025Q3: 8,422 shares; 2025Q4: 8,429 shares; 2026Q1: 8,414 shares 8,414 $1.65M 0.34% -15 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,619 shares; 2025Q1: 4,030 shares; 2025Q2: 3,908 shares; 2025Q3: 4,466 shares; 2025Q4: 4,981 shares; 2026Q1: 5,674 shares 5,674 $1.63M 0.34% +693 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: 9,527 shares; 2024Q4: 9,539 shares; 2025Q1: 14,003 shares; 2025Q2: 18,077 shares; 2025Q3: 17,875 shares; 2025Q4: 17,638 shares; 2026Q1: 16,734 shares 16,734 $1.6M 0.33% -904 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,222 shares; 2025Q3: 16,598 shares; 2025Q4: 18,520 shares; 2026Q1: 25,341 shares 25,341 $1.58M 0.33% +6,821 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,164 shares; 2024Q4: 62,302 shares; 2025Q1: 60,238 shares; 2025Q2: 59,024 shares; 2025Q3: 58,639 shares; 2025Q4: 66,218 shares; 2026Q1: 71,174 shares 71,174 $1.57M 0.32% +4,956 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,970 shares; 2024Q4: 94,385 shares; 2025Q1: 92,094 shares; 2025Q2: 89,257 shares; 2025Q3: 87,998 shares; 2025Q4: 98,286 shares; 2026Q1: 105,499 shares 105,499 $1.55M 0.32% +7,213 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,067 shares; 2024Q4: 32,018 shares; 2025Q1: 27,433 shares; 2025Q2: 26,250 shares; 2025Q3: 25,648 shares; 2025Q4: 27,586 shares; 2026Q1: 28,752 shares 28,752 $1.52M 0.31% +1,166 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,230 shares; 2024Q4: 119,800 shares; 2025Q1: 110,979 shares; 2025Q2: 107,781 shares; 2025Q3: 106,258 shares; 2025Q4: 117,221 shares; 2026Q1: 119,692 shares 119,692 $1.52M 0.31% +2,471 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,681 shares; 2024Q4: 70,034 shares; 2025Q1: 66,796 shares; 2025Q2: 64,767 shares; 2025Q3: 64,344 shares; 2025Q4: 72,298 shares; 2026Q1: 83,838 shares 83,838 $1.51M 0.31% +11,540 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,836 shares; 2025Q1: 20,670 shares; 2025Q2: 20,658 shares; 2025Q3: 20,155 shares; 2025Q4: 19,904 shares; 2026Q1: 19,904 shares 19,904 $1.47M 0.3% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,211 shares; 2024Q4: 88,934 shares; 2025Q1: 84,602 shares; 2025Q2: 82,035 shares; 2025Q3: 81,662 shares; 2025Q4: 89,597 shares; 2026Q1: 98,333 shares 98,333 $1.45M 0.3% +8,736 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,588 shares; 2025Q1: 5,168 shares; 2025Q2: 5,177 shares; 2025Q3: 7,816 shares; 2025Q4: 8,379 shares; 2026Q1: 8,988 shares 8,988 $1.44M 0.3% +609 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 1,267 shares; 2025Q1: 1,202 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares; 2025Q4: 12,669 shares; 2026Q1: 14,790 shares 14,790 $1.42M 0.29% +2,121 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: 6,682 shares; 2024Q4: 3,374 shares; 2025Q1: 3,326 shares; 2025Q2: 3,308 shares; 2025Q3: 3,308 shares; 2025Q4: 3,313 shares; 2026Q1: 3,267 shares 3,267 $1.41M 0.29% -46 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,624 shares; 2024Q4: 51,073 shares; 2025Q1: 48,937 shares; 2025Q2: 47,467 shares; 2025Q3: 47,139 shares; 2025Q4: 53,413 shares; 2026Q1: 59,101 shares 59,101 $1.4M 0.29% +5,688 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,719 shares; 2024Q4: 70,897 shares; 2025Q1: 67,859 shares; 2025Q2: 66,037 shares; 2025Q3: 65,449 shares; 2025Q4: 72,921 shares; 2026Q1: 79,654 shares 79,654 $1.39M 0.29% +6,733 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,775 shares; 2024Q4: 46,184 shares; 2025Q1: 31,512 shares; 2025Q2: 30,019 shares; 2025Q3: 32,750 shares; 2025Q4: 33,268 shares; 2026Q1: 33,917 shares 33,917 $1.38M 0.28% +649 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,698 shares; 2024Q4: 67,031 shares; 2025Q1: 63,971 shares; 2025Q2: 61,987 shares; 2025Q3: 61,259 shares; 2025Q4: 68,082 shares; 2026Q1: 74,798 shares 74,798 $1.37M 0.28% +6,716 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,493 shares 53,493 $1.37M 0.28% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,301 shares 27,301 $1.37M 0.28% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,497 shares 79,497 $1.33M 0.27% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,062 shares; 2025Q1: 14,894 shares; 2025Q2: 14,264 shares; 2025Q3: 15,089 shares; 2025Q4: 14,953 shares; 2026Q1: 14,309 shares 14,309 $1.33M 0.27% -644 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,870 shares; 2024Q4: 68,517 shares; 2025Q1: 51,038 shares; 2025Q2: 48,029 shares; 2025Q3: 50,229 shares; 2025Q4: 51,772 shares; 2026Q1: 52,744 shares 52,744 $1.31M 0.27% +972 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,817 shares; 2025Q3: 7,910 shares; 2025Q4: not reported; 2026Q1: 33,781 shares 33,781 $1.3M 0.27% new 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: 4,953 shares; 2024Q4: 3,929 shares; 2025Q1: 4,058 shares; 2025Q2: 3,160 shares; 2025Q3: 3,420 shares; 2025Q4: 3,431 shares; 2026Q1: 3,823 shares 3,823 $1.29M 0.27% +392 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,466 shares; 2025Q1: 3,427 shares; 2025Q2: 3,539 shares; 2025Q3: 3,761 shares; 2025Q4: 3,832 shares; 2026Q1: 3,889 shares 3,889 $1.28M 0.26% +57 Timeline CWB 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: 8,273 shares; 2024Q4: 8,220 shares; 2025Q1: 7,249 shares; 2025Q2: 6,811 shares; 2025Q3: 7,981 shares; 2025Q4: 13,559 shares; 2026Q1: 13,800 shares 13,800 $1.26M 0.26% +241 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 2,001 shares; 2025Q1: 2,022 shares; 2025Q2: 2,121 shares; 2025Q3: 2,218 shares; 2025Q4: 2,684 shares; 2026Q1: 2,627 shares 2,627 $1.26M 0.26% -57 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,617 shares; 2024Q4: 97,395 shares; 2025Q1: 93,508 shares; 2025Q2: 91,136 shares; 2025Q3: 90,388 shares; 2025Q4: 101,735 shares; 2026Q1: 113,334 shares 113,334 $1.25M 0.26% +11,599 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: 27,577 shares; 2024Q4: 25,924 shares; 2025Q1: 24,138 shares; 2025Q2: 27,650 shares; 2025Q3: 27,991 shares; 2025Q4: 27,281 shares; 2026Q1: 23,732 shares 23,732 $1.23M 0.25% -3,549 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,033 shares; 2025Q3: 23,879 shares; 2025Q4: 34,871 shares; 2026Q1: 46,806 shares 46,806 $1.23M 0.25% +11,935 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: 331 shares; 2024Q4: 511 shares; 2025Q1: 528 shares; 2025Q2: 559 shares; 2025Q3: 621 shares; 2025Q4: 718 shares; 2026Q1: 830 shares 830 $1.22M 0.25% +112 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: 4,439 shares; 2024Q4: 2,211 shares; 2025Q1: 2,197 shares; 2025Q2: 2,156 shares; 2025Q3: 2,201 shares; 2025Q4: 2,338 shares; 2026Q1: 2,440 shares 2,440 $1.22M 0.25% +102 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,826 shares; 2025Q2: 71,091 shares; 2025Q3: 70,827 shares; 2025Q4: 76,982 shares; 2026Q1: 86,033 shares 86,033 $1.2M 0.25% +9,051 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 4,202 shares; 2025Q1: 3,826 shares; 2025Q2: 3,974 shares; 2025Q3: 4,411 shares; 2025Q4: 5,464 shares; 2026Q1: 6,139 shares 6,139 $1.19M 0.25% +675 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,841 shares; 2024Q4: 98,883 shares; 2025Q1: 12,763 shares; 2025Q2: 10,826 shares; 2025Q3: 12,162 shares; 2025Q4: 12,526 shares; 2026Q1: 20,434 shares 20,434 $1.18M 0.24% +7,908 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,534 shares; 2024Q4: 66,565 shares; 2025Q1: 54,755 shares; 2025Q2: 52,709 shares; 2025Q3: 52,407 shares; 2025Q4: 60,644 shares; 2026Q1: 68,107 shares 68,107 $1.18M 0.24% +7,463 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,673 shares; 2025Q1: 4,220 shares; 2025Q2: 3,928 shares; 2025Q3: 5,244 shares; 2025Q4: 5,845 shares; 2026Q1: 6,716 shares 6,716 $1.16M 0.24% +871 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,103 shares; 2025Q1: 906 shares; 2025Q2: 1,796 shares; 2025Q3: 1,778 shares; 2025Q4: 1,780 shares; 2026Q1: 2,697 shares 2,697 $1.15M 0.24% +917 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,029 shares; 2025Q1: 972 shares; 2025Q2: 988 shares; 2025Q3: 1,039 shares; 2025Q4: 1,084 shares; 2026Q1: 1,050 shares 1,050 $1.15M 0.24% -34 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,507 shares; 2025Q1: 2,988 shares; 2025Q2: 2,527 shares; 2025Q3: 2,678 shares; 2025Q4: 3,086 shares; 2026Q1: 3,341 shares 3,341 $1.14M 0.24% +255 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,845 shares; 2024Q4: 34,720 shares; 2025Q1: 24,975 shares; 2025Q2: 22,922 shares; 2025Q3: 24,351 shares; 2025Q4: 25,462 shares; 2026Q1: 25,032 shares 25,032 $1.12M 0.23% -430 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 718 shares; 2025Q1: 790 shares; 2025Q2: 836 shares; 2025Q3: 913 shares; 2025Q4: 1,043 shares; 2026Q1: 1,282 shares 1,282 $1.11M 0.23% +239 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 5,166 shares; 2025Q1: 5,159 shares; 2025Q2: 4,755 shares; 2025Q3: 4,744 shares; 2025Q4: 4,624 shares; 2026Q1: 4,561 shares 4,561 $1.11M 0.23% -63 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,425 shares; 2025Q4: 37,305 shares; 2026Q1: 43,298 shares 43,298 $1.1M 0.23% +5,993 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 638 shares; 2025Q1: 648 shares; 2025Q2: 9,968 shares; 2025Q3: 10,606 shares; 2025Q4: 11,375 shares; 2026Q1: 11,784 shares 11,784 $1.09M 0.22% +409 Timeline TCHP 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: 12,064 shares; 2024Q4: 13,753 shares; 2025Q1: 23,414 shares; 2025Q2: 25,661 shares; 2025Q3: 24,985 shares; 2025Q4: 24,778 shares; 2026Q1: 24,205 shares 24,205 $1.07M 0.22% -573 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,357 shares; 2025Q1: 6,809 shares; 2025Q2: 6,293 shares; 2025Q3: 5,838 shares; 2025Q4: 6,701 shares; 2026Q1: 8,656 shares 8,656 $1.06M 0.22% +1,955 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 7,141 shares; 2025Q2: 7,169 shares; 2025Q3: 7,009 shares; 2025Q4: 7,070 shares; 2026Q1: 8,138 shares 8,138 $1.04M 0.21% +1,068 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 918 shares; 2025Q1: 803 shares; 2025Q2: 757 shares; 2025Q3: 740 shares; 2025Q4: 2,273 shares; 2026Q1: 2,110 shares 2,110 $1M 0.21% -163 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: 5,060 shares; 2024Q4: 5,706 shares; 2025Q1: 5,716 shares; 2025Q2: 5,416 shares; 2025Q3: 5,335 shares; 2025Q4: 6,106 shares; 2026Q1: 6,825 shares 6,825 $986K 0.2% +719 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,160 shares; 2025Q1: 8,847 shares; 2025Q2: 8,882 shares; 2025Q3: 9,043 shares; 2025Q4: 9,010 shares; 2026Q1: 8,836 shares 8,836 $984K 0.2% -174 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 5,161 shares; 2025Q1: 5,341 shares; 2025Q2: 5,545 shares; 2025Q3: 5,947 shares; 2025Q4: 6,554 shares; 2026Q1: 7,131 shares 7,131 $964K 0.2% +577 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,224 shares; 2025Q3: 52,725 shares; 2025Q4: 43,738 shares; 2026Q1: 31,035 shares 31,035 $952K 0.2% -12,703 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: 3,915 shares; 2025Q1: 6,708 shares; 2025Q2: 8,477 shares; 2025Q3: 6,904 shares; 2025Q4: 5,194 shares; 2026Q1: 6,467 shares 6,467 $946K 0.19% +1,273 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,273 shares; 2025Q3: 18,642 shares; 2025Q4: 21,705 shares; 2026Q1: 27,196 shares 27,196 $940K 0.19% +5,491 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: 16,331 shares; 2026Q1: 16,486 shares 16,486 $939K 0.19% +155 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 464 shares; 2025Q3: 935 shares; 2025Q4: 1,010 shares; 2026Q1: 1,049 shares 1,049 $939K 0.19% +39 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,356 shares; 2024Q4: 36,624 shares; 2025Q1: 26,087 shares; 2025Q2: 27,868 shares; 2025Q3: 26,933 shares; 2025Q4: 26,492 shares; 2026Q1: 32,319 shares 32,319 $937K 0.19% +5,827 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,773 shares; 2026Q1: 31,120 shares 31,120 $923K 0.19% +19,347 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,620 shares; 2025Q1: 13,851 shares; 2025Q2: 12,800 shares; 2025Q3: 14,932 shares; 2025Q4: 15,679 shares; 2026Q1: 14,113 shares 14,113 $904K 0.19% -1,566 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,658 shares; 2025Q2: 10,543 shares; 2025Q3: 12,048 shares; 2025Q4: 12,030 shares; 2026Q1: 11,982 shares 11,982 $889K 0.18% -48 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 1,053 shares; 2025Q1: 1,089 shares; 2025Q2: 1,154 shares; 2025Q3: 1,221 shares; 2025Q4: 1,443 shares; 2026Q1: 1,615 shares 1,615 $887K 0.18% +172 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: 12,978 shares; 2024Q4: 11,762 shares; 2025Q1: 10,805 shares; 2025Q2: 10,436 shares; 2025Q3: 10,155 shares; 2025Q4: 10,049 shares; 2026Q1: 10,169 shares 10,169 $881K 0.18% +120 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 695 shares; 2025Q1: 752 shares; 2025Q2: 815 shares; 2025Q3: 873 shares; 2025Q4: 879 shares; 2026Q1: 883 shares 883 $880K 0.18% +4 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,435 shares; 2025Q1: 33,435 shares; 2025Q2: 34,873 shares; 2025Q3: 34,873 shares; 2025Q4: 33,627 shares; 2026Q1: 33,627 shares 33,627 $866K 0.18% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,904 shares; 2024Q4: 16,614 shares; 2025Q1: 15,063 shares; 2025Q2: 13,577 shares; 2025Q3: 14,014 shares; 2025Q4: 15,749 shares; 2026Q1: 11,701 shares 11,701 $852K 0.18% -4,048 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 6,368 shares; 2025Q1: 5,920 shares; 2025Q2: 5,671 shares; 2025Q3: 5,798 shares; 2025Q4: 5,634 shares; 2026Q1: 3,474 shares 3,474 $849K 0.17% -2,160 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: 1,087 shares; 2024Q4: 888 shares; 2025Q1: 950 shares; 2025Q2: 1,000 shares; 2025Q3: 1,503 shares; 2025Q4: 1,727 shares; 2026Q1: 1,901 shares 1,901 $849K 0.17% +174 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,150 shares; 2025Q1: 4,302 shares; 2025Q2: 4,597 shares; 2025Q3: 4,530 shares; 2025Q4: 4,034 shares; 2026Q1: 3,890 shares 3,890 $846K 0.17% -144 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,769 shares; 2024Q4: 16,088 shares; 2025Q1: 21,866 shares; 2025Q2: 21,614 shares; 2025Q3: 21,674 shares; 2025Q4: 19,786 shares; 2026Q1: 14,914 shares 14,914 $823K 0.17% -4,872 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,667 shares; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 5,532 shares; 2025Q4: 4,288 shares; 2026Q1: 3,759 shares 3,759 $803K 0.17% -529 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: 41,984 shares; 2024Q4: 20,003 shares; 2025Q1: 18,494 shares; 2025Q2: 17,886 shares; 2025Q3: 17,682 shares; 2025Q4: 17,567 shares; 2026Q1: 17,376 shares 17,376 $799K 0.16% -191 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: 15,386 shares; 2024Q4: 19,686 shares; 2025Q1: 19,557 shares; 2025Q2: 11,536 shares; 2025Q3: 13,107 shares; 2025Q4: 12,455 shares; 2026Q1: 9,997 shares 9,997 $790K 0.16% -2,458 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: 626 shares; 2024Q4: 655 shares; 2025Q1: 614 shares; 2025Q2: 581 shares; 2025Q3: 616 shares; 2025Q4: 656 shares; 2026Q1: 597 shares 597 $789K 0.16% -59 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: 6,368 shares; 2024Q4: 4,547 shares; 2025Q1: 7,776 shares; 2025Q2: 6,788 shares; 2025Q3: 5,825 shares; 2025Q4: 8,667 shares; 2026Q1: 7,991 shares 7,991 $786K 0.16% -676 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 3,887 shares; 2025Q1: 3,756 shares; 2025Q2: 3,858 shares; 2025Q3: 3,865 shares; 2025Q4: 3,822 shares; 2026Q1: 3,773 shares 3,773 $785K 0.16% -49 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 1,538 shares; 2025Q1: 1,496 shares; 2025Q2: 1,446 shares; 2025Q3: 1,454 shares; 2025Q4: 1,492 shares; 2026Q1: 1,574 shares 1,574 $780K 0.16% +82 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: 9,047 shares; 2024Q4: 5,880 shares; 2025Q1: 5,897 shares; 2025Q2: 6,002 shares; 2025Q3: 5,165 shares; 2025Q4: 11,312 shares; 2026Q1: 12,696 shares 12,696 $778K 0.16% +1,384 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 842 shares; 2025Q1: 1,101 shares; 2025Q2: 898 shares; 2025Q3: 688 shares; 2025Q4: 746 shares; 2026Q1: 842 shares 842 $774K 0.16% +96 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: 44,653 shares; 2024Q4: 23,190 shares; 2025Q1: 21,815 shares; 2025Q2: 18,425 shares; 2025Q3: 14,160 shares; 2025Q4: 12,787 shares; 2026Q1: 10,109 shares 10,109 $774K 0.16% -2,678 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: 1,772 shares; 2024Q4: 1,511 shares; 2025Q1: 1,369 shares; 2025Q2: 1,377 shares; 2025Q3: 1,560 shares; 2025Q4: 1,519 shares; 2026Q1: 1,280 shares 1,280 $774K 0.16% -239 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 6,297 shares; 2025Q1: 6,827 shares; 2025Q2: 6,800 shares; 2025Q3: 6,732 shares; 2025Q4: 6,765 shares; 2026Q1: 7,295 shares 7,295 $771K 0.16% +530 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,348 shares; 2025Q1: 1,404 shares; 2025Q2: 2,608 shares; 2025Q3: 2,508 shares; 2025Q4: 2,374 shares; 2026Q1: 2,229 shares 2,229 $769K 0.16% -145 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 2,194 shares; 2025Q3: 3,872 shares; 2025Q4: 3,799 shares; 2026Q1: 3,691 shares 3,691 $767K 0.16% -108 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,466 shares; 2024Q4: 23,329 shares; 2025Q1: 21,749 shares; 2025Q2: 21,508 shares; 2025Q3: 21,801 shares; 2025Q4: 21,743 shares; 2026Q1: 21,750 shares 21,750 $764K 0.16% +7 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,109 shares; 2024Q4: 11,264 shares; 2025Q1: 11,327 shares; 2025Q2: 11,107 shares; 2025Q3: 11,094 shares; 2025Q4: 11,367 shares; 2026Q1: 11,182 shares 11,182 $760K 0.16% -185 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: 914 shares; 2024Q4: 1,148 shares; 2025Q1: 1,252 shares; 2025Q2: 1,234 shares; 2025Q3: 1,350 shares; 2025Q4: 1,418 shares; 2026Q1: 1,751 shares 1,751 $757K 0.16% +333 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,689 shares; 2025Q1: 3,628 shares; 2025Q2: 3,447 shares; 2025Q3: 2,920 shares; 2025Q4: 2,625 shares; 2026Q1: 2,594 shares 2,594 $757K 0.16% -31 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 29,931 shares; 2025Q4: 29,931 shares; 2026Q1: 29,931 shares 29,931 $754K 0.16% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 5,512 shares; 2025Q1: 4,304 shares; 2025Q2: 3,848 shares; 2025Q3: 3,785 shares; 2025Q4: 3,741 shares; 2026Q1: 3,175 shares 3,175 $750K 0.15% -566 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: 9,315 shares; 2024Q4: 4,612 shares; 2025Q1: 4,470 shares; 2025Q2: 3,849 shares; 2025Q3: 3,629 shares; 2025Q4: 3,043 shares; 2026Q1: 3,787 shares 3,787 $730K 0.15% +744 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,008 shares; 2025Q1: 1,125 shares; 2025Q2: 1,046 shares; 2025Q3: 1,227 shares; 2025Q4: 1,562 shares; 2026Q1: 1,993 shares 1,993 $713K 0.15% +431 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,884 shares 20,884 $709K 0.15% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,391 shares; 2025Q1: 1,392 shares; 2025Q2: 1,312 shares; 2025Q3: 1,428 shares; 2025Q4: 1,454 shares; 2026Q1: 1,532 shares 1,532 $706K 0.15% +78 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,149 shares; 2025Q3: 65,972 shares; 2025Q4: 65,972 shares; 2026Q1: 67,545 shares 67,545 $704K 0.15% +1,573 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,563 shares; 2025Q1: 1,531 shares; 2025Q2: 3,827 shares; 2025Q3: 5,194 shares; 2025Q4: 5,215 shares; 2026Q1: 6,363 shares 6,363 $704K 0.15% +1,148 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: not reported; 2024Q4: 6,506 shares; 2025Q1: 8,021 shares; 2025Q2: 7,255 shares; 2025Q3: 7,384 shares; 2025Q4: 7,473 shares; 2026Q1: 7,384 shares 7,384 $701K 0.14% -89 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,551 shares 3,551 $700K 0.14% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 794 shares; 2025Q1: 1,250 shares; 2025Q2: 1,307 shares; 2025Q3: 1,876 shares; 2025Q4: 1,725 shares; 2026Q1: 1,750 shares 1,750 $694K 0.14% +25 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: 3,261 shares; 2024Q4: 1,676 shares; 2025Q1: 1,201 shares; 2025Q2: 1,200 shares; 2025Q3: 1,282 shares; 2025Q4: 1,262 shares; 2026Q1: 1,202 shares 1,202 $694K 0.14% -60 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,992 shares; 2025Q4: 8,152 shares; 2026Q1: 9,358 shares 9,358 $690K 0.14% +1,206 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,965 shares; 2025Q2: 20,509 shares; 2025Q3: 20,535 shares; 2025Q4: 19,032 shares; 2026Q1: 19,043 shares 19,043 $686K 0.14% +11 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 12,511 shares; 2025Q1: 11,018 shares; 2025Q2: 10,969 shares; 2025Q3: 10,978 shares; 2025Q4: 10,394 shares; 2026Q1: 8,935 shares 8,935 $679K 0.14% -1,459 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 2,300 shares; 2025Q1: 3,420 shares; 2025Q2: 2,939 shares; 2025Q3: 4,430 shares; 2025Q4: 5,399 shares; 2026Q1: 8,974 shares 8,974 $668K 0.14% +3,575 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: not reported; 2025Q1: 10,670 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,624 shares 6,624 $667K 0.14% new 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: 15,070 shares; 2024Q4: 22,812 shares; 2025Q1: 27,859 shares; 2025Q2: 19,268 shares; 2025Q3: 20,381 shares; 2025Q4: 19,069 shares; 2026Q1: 16,766 shares 16,766 $662K 0.14% -2,303 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,034 shares 4,034 $660K 0.14% new 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: 9,296 shares; 2026Q1: 7,218 shares 7,218 $657K 0.14% -2,078 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,262 shares; 2025Q1: 11,939 shares; 2025Q2: 8,271 shares; 2025Q3: 9,309 shares; 2025Q4: 8,136 shares; 2026Q1: 8,136 shares 8,136 $656K 0.14% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: 1,864 shares; 2025Q3: 1,866 shares; 2025Q4: 1,867 shares; 2026Q1: 1,934 shares 1,934 $653K 0.13% +67 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: 2,289 shares; 2024Q4: 2,087 shares; 2025Q1: 1,603 shares; 2025Q2: 1,496 shares; 2025Q3: 1,628 shares; 2025Q4: 2,427 shares; 2026Q1: 2,211 shares 2,211 $642K 0.13% -216 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,992 shares; 2025Q1: 2,194 shares; 2025Q2: 2,285 shares; 2025Q3: 2,517 shares; 2025Q4: 2,838 shares; 2026Q1: 3,233 shares 3,233 $641K 0.13% +395 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,707 shares; 2025Q1: 1,617 shares; 2025Q2: 1,624 shares; 2025Q3: 1,597 shares; 2025Q4: 1,591 shares; 2026Q1: 1,905 shares 1,905 $635K 0.13% +314 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,748 shares; 2025Q4: 4,416 shares; 2026Q1: 5,023 shares 5,023 $635K 0.13% +607 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,411 shares 3,411 $629K 0.13% -72 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: 26,074 shares; 2024Q4: 25,471 shares; 2025Q1: 36,909 shares; 2025Q2: 27,889 shares; 2025Q3: 27,167 shares; 2025Q4: 29,971 shares; 2026Q1: 23,963 shares 23,963 $628K 0.13% -6,008 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,348 shares; 2024Q4: 22,561 shares; 2025Q1: 22,686 shares; 2025Q2: 22,818 shares; 2025Q3: 22,945 shares; 2025Q4: 23,093 shares; 2026Q1: 23,234 shares 23,234 $626K 0.13% +141 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 4,555 shares; 2025Q1: 4,721 shares; 2025Q2: 5,021 shares; 2025Q3: 5,372 shares; 2025Q4: 6,142 shares; 2026Q1: 6,871 shares 6,871 $609K 0.13% +729 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: 6,628 shares; 2024Q4: 4,300 shares; 2025Q1: 4,626 shares; 2025Q2: 5,125 shares; 2025Q3: 5,263 shares; 2025Q4: 11,960 shares; 2026Q1: 13,241 shares 13,241 $608K 0.13% +1,281 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,310 shares; 2025Q3: 6,046 shares; 2025Q4: 7,579 shares; 2026Q1: 14,277 shares 14,277 $603K 0.12% +6,698 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,282 shares; 2025Q3: 9,607 shares; 2025Q4: 8,883 shares; 2026Q1: 8,435 shares 8,435 $600K 0.12% -448 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 14,350 shares; 2025Q1: 16,353 shares; 2025Q2: 11,738 shares; 2025Q3: 11,637 shares; 2025Q4: 11,890 shares; 2026Q1: 13,186 shares 13,186 $599K 0.12% +1,296 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,274 shares; 2024Q4: 12,157 shares; 2025Q1: 13,563 shares; 2025Q2: 12,609 shares; 2025Q3: 11,934 shares; 2025Q4: 12,354 shares; 2026Q1: 12,289 shares 12,289 $592K 0.12% -65 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: not reported; 2024Q4: 4,318 shares; 2025Q1: 5,294 shares; 2025Q2: 5,137 shares; 2025Q3: 5,087 shares; 2025Q4: 4,074 shares; 2026Q1: 6,437 shares 6,437 $582K 0.12% +2,363 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 12,595 shares; 2025Q1: 8,518 shares; 2025Q2: 8,439 shares; 2025Q3: 8,832 shares; 2025Q4: 8,756 shares; 2026Q1: 7,204 shares 7,204 $574K 0.12% -1,552 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,980 shares 4,980 $573K 0.12% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,170 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,883 shares; 2025Q4: 6,883 shares; 2026Q1: 6,883 shares 6,883 $570K 0.12% 0 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: 8,536 shares; 2024Q4: 8,914 shares; 2025Q1: 8,754 shares; 2025Q2: 9,174 shares; 2025Q3: 9,325 shares; 2025Q4: 9,506 shares; 2026Q1: 11,673 shares 11,673 $569K 0.12% +2,167 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: 3,212 shares; 2024Q4: 1,670 shares; 2025Q1: 5,608 shares; 2025Q2: 3,897 shares; 2025Q3: 2,263 shares; 2025Q4: 3,230 shares; 2026Q1: 4,675 shares 4,675 $567K 0.12% +1,445 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 5,981 shares; 2025Q1: 5,939 shares; 2025Q2: 5,693 shares; 2025Q3: 5,759 shares; 2025Q4: 6,138 shares; 2026Q1: 6,089 shares 6,089 $566K 0.12% -49 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,077 shares; 2025Q1: 2,052 shares; 2025Q2: 3,336 shares; 2025Q3: 3,390 shares; 2025Q4: 3,145 shares; 2026Q1: 3,100 shares 3,100 $565K 0.12% -45 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,813 shares; 2025Q2: 1,844 shares; 2025Q3: 1,867 shares; 2025Q4: 1,888 shares; 2026Q1: 1,864 shares 1,864 $563K 0.12% -24 Timeline XLB 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: 5,410 shares; 2024Q4: 3,648 shares; 2025Q1: 3,759 shares; 2025Q2: 3,917 shares; 2025Q3: 4,278 shares; 2025Q4: 9,947 shares; 2026Q1: 11,243 shares 11,243 $562K 0.12% +1,296 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: 26,467 shares; 2024Q4: 12,939 shares; 2025Q1: 7,617 shares; 2025Q2: 6,896 shares; 2025Q3: 6,940 shares; 2025Q4: 6,690 shares; 2026Q1: 7,223 shares 7,223 $560K 0.12% +533 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,159 shares 2,159 $556K 0.11% -723 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,541 shares; 2025Q3: 13,588 shares; 2025Q4: 14,364 shares; 2026Q1: 16,217 shares 16,217 $546K 0.11% +1,853 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,932 shares; 2025Q2: 12,929 shares; 2025Q3: 12,868 shares; 2025Q4: 11,617 shares; 2026Q1: 11,505 shares 11,505 $541K 0.11% -112 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 897 shares; 2025Q3: 891 shares; 2025Q4: 874 shares; 2026Q1: 877 shares 877 $541K 0.11% +3 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,524 shares; 2025Q1: 1,625 shares; 2025Q2: 1,588 shares; 2025Q3: 1,593 shares; 2025Q4: 1,499 shares; 2026Q1: 1,483 shares 1,483 $539K 0.11% -16 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: 8,860 shares; 2025Q1: 8,881 shares; 2025Q2: not reported; 2025Q3: 6,525 shares; 2025Q4: 6,172 shares; 2026Q1: 14,444 shares 14,444 $530K 0.11% +8,272 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,575 shares; 2024Q4: 8,138 shares; 2025Q1: 8,060 shares; 2025Q2: 7,873 shares; 2025Q3: 5,878 shares; 2025Q4: 5,685 shares; 2026Q1: 5,676 shares 5,676 $527K 0.11% -9 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 3,006 shares; 2025Q1: 2,762 shares; 2025Q2: 2,851 shares; 2025Q3: 2,753 shares; 2025Q4: 2,744 shares; 2026Q1: 2,660 shares 2,660 $526K 0.11% -84 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares; 2025Q4: 1,087 shares; 2026Q1: 1,261 shares 1,261 $526K 0.11% +174 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,042 shares; 2025Q1: 2,796 shares; 2025Q2: 1,636 shares; 2025Q3: 1,617 shares; 2025Q4: 1,546 shares; 2026Q1: 1,482 shares 1,482 $521K 0.11% -64 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: 10,469 shares; 2024Q4: 10,482 shares; 2025Q1: 10,672 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $521K 0.11% 0 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: 8,851 shares; 2024Q4: 7,991 shares; 2025Q1: 6,881 shares; 2025Q2: 6,766 shares; 2025Q3: 6,674 shares; 2025Q4: 6,358 shares; 2026Q1: 5,387 shares 5,387 $519K 0.11% -971 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 4,935 shares; 2025Q1: 3,750 shares; 2025Q2: 4,304 shares; 2025Q3: 4,248 shares; 2025Q4: 3,968 shares; 2026Q1: 2,396 shares 2,396 $519K 0.11% -1,572 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 425 shares; 2025Q1: 459 shares; 2025Q2: 493 shares; 2025Q3: 545 shares; 2025Q4: 637 shares; 2026Q1: 712 shares 712 $518K 0.11% +75 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 1,700 shares; 2025Q1: 1,483 shares; 2025Q2: 1,343 shares; 2025Q3: 1,322 shares; 2025Q4: 1,225 shares; 2026Q1: 1,215 shares 1,215 $517K 0.11% -10 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,411 shares; 2025Q3: 8,959 shares; 2025Q4: 7,243 shares; 2026Q1: 7,248 shares 7,248 $514K 0.11% +5 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 3,820 shares; 2025Q1: 3,202 shares; 2025Q2: 2,952 shares; 2025Q3: 2,682 shares; 2025Q4: 2,630 shares; 2026Q1: 4,581 shares 4,581 $510K 0.11% +1,951 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,339 shares; 2024Q4: 46,126 shares; 2025Q1: 32,231 shares; 2025Q2: 32,125 shares; 2025Q3: 24,871 shares; 2025Q4: 29,359 shares; 2026Q1: 29,453 shares 29,453 $508K 0.1% +94 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,157 shares; 2025Q1: 1,231 shares; 2025Q2: 1,199 shares; 2025Q3: 1,155 shares; 2025Q4: 1,152 shares; 2026Q1: 1,159 shares 1,159 $506K 0.1% +7 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: 683 shares; 2024Q4: 501 shares; 2025Q1: 560 shares; 2025Q2: 538 shares; 2025Q3: 581 shares; 2025Q4: 4,077 shares; 2026Q1: 4,800 shares 4,800 $502K 0.1% +723 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,533 shares; 2025Q4: 28,214 shares; 2026Q1: 30,267 shares 30,267 $497K 0.1% +2,053 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,834 shares; 2025Q4: 16,321 shares; 2026Q1: 21,941 shares 21,941 $491K 0.1% +5,620 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 3,250 shares; 2025Q1: 3,119 shares; 2025Q2: 3,025 shares; 2025Q3: 2,948 shares; 2025Q4: 2,913 shares; 2026Q1: 3,014 shares 3,014 $490K 0.1% +101 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,311 shares; 2025Q4: 30,311 shares; 2026Q1: 30,833 shares 30,833 $488K 0.1% +522 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,642 shares; 2025Q1: 1,209 shares; 2025Q2: 947 shares; 2025Q3: 1,378 shares; 2025Q4: 1,327 shares; 2026Q1: 992 shares 992 $488K 0.1% -335 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 6,430 shares; 2025Q1: 6,187 shares; 2025Q2: 11,542 shares; 2025Q3: 11,207 shares; 2025Q4: 11,109 shares; 2026Q1: 10,484 shares 10,484 $486K 0.1% -625 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 1,181 shares; 2025Q1: 1,214 shares; 2025Q2: 1,278 shares; 2025Q3: 1,403 shares; 2025Q4: 1,607 shares; 2026Q1: 1,723 shares 1,723 $479K 0.1% +116 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 2,908 shares; 2025Q1: 4,343 shares; 2025Q2: 4,248 shares; 2025Q3: 4,243 shares; 2025Q4: 3,643 shares; 2026Q1: 3,618 shares 3,618 $478K 0.1% -25 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,046 shares; 2025Q1: 3,202 shares; 2025Q2: 3,434 shares; 2025Q3: 2,600 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares 2,573 $469K 0.1% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,185 shares; 2024Q4: 11,624 shares; 2025Q1: 11,264 shares; 2025Q2: 11,106 shares; 2025Q3: 9,874 shares; 2025Q4: 8,346 shares; 2026Q1: 10,276 shares 10,276 $465K 0.1% +1,930 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: 4,033 shares; 2024Q4: 3,239 shares; 2025Q1: 2,560 shares; 2025Q2: 2,251 shares; 2025Q3: 2,181 shares; 2025Q4: 2,102 shares; 2026Q1: 1,477 shares 1,477 $464K 0.1% -625 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,861 shares; 2024Q4: 22,050 shares; 2025Q1: 15,525 shares; 2025Q2: 12,978 shares; 2025Q3: 12,279 shares; 2025Q4: 12,723 shares; 2026Q1: 7,909 shares 7,909 $447K 0.09% -4,814 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: 34,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,555 shares; 2026Q1: 14,382 shares 14,382 $443K 0.09% -3,173 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: 3,947 shares; 2024Q4: not reported; 2025Q1: 7,976 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 3,947 shares; 2026Q1: 4,056 shares 4,056 $439K 0.09% +109 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: 4,805 shares; 2024Q4: 4,229 shares; 2025Q1: 4,106 shares; 2025Q2: 4,131 shares; 2025Q3: 2,518 shares; 2025Q4: 2,453 shares; 2026Q1: 2,212 shares 2,212 $439K 0.09% -241 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 2,141 shares; 2025Q1: 2,134 shares; 2025Q2: 2,131 shares; 2025Q3: 1,512 shares; 2025Q4: 1,471 shares; 2026Q1: 1,439 shares 1,439 $438K 0.09% -32 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 3,701 shares; 2025Q1: 3,407 shares; 2025Q2: 3,561 shares; 2025Q3: 2,462 shares; 2025Q4: 1,586 shares; 2026Q1: 1,606 shares 1,606 $435K 0.09% +20 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: not reported; 2026Q1: 6,209 shares 6,209 $433K 0.09% new Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,210 shares; 2025Q2: 13,210 shares; 2025Q3: 13,210 shares; 2025Q4: 13,210 shares; 2026Q1: 13,210 shares 13,210 $432K 0.09% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 2,436 shares; 2025Q1: 2,731 shares; 2025Q2: 2,586 shares; 2025Q3: 3,151 shares; 2025Q4: 3,038 shares; 2026Q1: 3,719 shares 3,719 $431K 0.09% +681 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 8,867 shares; 2025Q1: 8,867 shares; 2025Q2: 8,867 shares; 2025Q3: 8,867 shares; 2025Q4: 8,867 shares; 2026Q1: 8,867 shares 8,867 $430K 0.09% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,614 shares; 2025Q1: 12,614 shares; 2025Q2: 12,614 shares; 2025Q3: 12,614 shares; 2025Q4: 12,614 shares; 2026Q1: 12,614 shares 12,614 $423K 0.09% 0 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: 16,988 shares; 2024Q4: 16,373 shares; 2025Q1: 22,664 shares; 2025Q2: 16,763 shares; 2025Q3: 16,299 shares; 2025Q4: 15,231 shares; 2026Q1: 11,934 shares 11,934 $423K 0.09% -3,297 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,766 shares; 2025Q3: 33,396 shares; 2025Q4: 27,539 shares; 2026Q1: 17,814 shares 17,814 $421K 0.09% -9,725 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: 1,428 shares; 2026Q1: 1,426 shares 1,426 $421K 0.09% -2 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 218 shares; 2026Q1: 220 shares 220 $421K 0.09% +2 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: 4,833 shares; 2024Q4: 5,337 shares; 2025Q1: 6,578 shares; 2025Q2: 6,174 shares; 2025Q3: 5,151 shares; 2025Q4: 4,363 shares; 2026Q1: 11,330 shares 11,330 $416K 0.09% +6,967 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,015 shares; 2025Q2: 15,015 shares; 2025Q3: 15,015 shares; 2025Q4: 15,015 shares; 2026Q1: 12,615 shares 12,615 $414K 0.09% -2,400 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,916 shares; 2025Q1: 1,913 shares; 2025Q2: 1,967 shares; 2025Q3: 1,960 shares; 2025Q4: 1,860 shares; 2026Q1: 1,788 shares 1,788 $411K 0.08% -72 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,370 shares 2,370 $408K 0.08% new 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: 4,466 shares; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 4,138 shares; 2025Q3: 3,870 shares; 2025Q4: 4,009 shares; 2026Q1: 3,428 shares 3,428 $407K 0.08% -581 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,789 shares; 2024Q4: 15,395 shares; 2025Q1: 13,880 shares; 2025Q2: 11,528 shares; 2025Q3: 16,097 shares; 2025Q4: 15,150 shares; 2026Q1: 24,118 shares 24,118 $405K 0.08% +8,968 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: 5,514 shares; 2024Q4: 2,434 shares; 2025Q1: 3,709 shares; 2025Q2: 3,730 shares; 2025Q3: 3,751 shares; 2025Q4: 4,202 shares; 2026Q1: 4,071 shares 4,071 $404K 0.08% -131 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,792 shares; 2024Q4: 14,092 shares; 2025Q1: 13,931 shares; 2025Q2: 14,423 shares; 2025Q3: 10,617 shares; 2025Q4: 8,884 shares; 2026Q1: 13,985 shares 13,985 $401K 0.08% +5,101 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,110 shares; 2025Q1: 8,209 shares; 2025Q2: 8,183 shares; 2025Q3: 8,110 shares; 2025Q4: 8,110 shares; 2026Q1: 8,110 shares 8,110 $401K 0.08% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,326 shares; 2025Q3: 8,569 shares; 2025Q4: 8,586 shares; 2026Q1: 8,320 shares 8,320 $399K 0.08% -266 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,029 shares; 2025Q1: 17,875 shares; 2025Q2: 18,481 shares; 2025Q3: 18,481 shares; 2025Q4: 18,113 shares; 2026Q1: 18,113 shares 18,113 $399K 0.08% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,493 shares; 2025Q1: 1,592 shares; 2025Q2: 1,730 shares; 2025Q3: 1,723 shares; 2025Q4: 1,679 shares; 2026Q1: 2,308 shares 2,308 $398K 0.08% +629 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $395K 0.08% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,268 shares; 2025Q1: 2,355 shares; 2025Q2: 2,937 shares; 2025Q3: 2,148 shares; 2025Q4: 2,542 shares; 2026Q1: 2,507 shares 2,507 $394K 0.08% -35 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: 2,346 shares; 2024Q4: 2,386 shares; 2025Q1: 2,050 shares; 2025Q2: 2,071 shares; 2025Q3: 1,910 shares; 2025Q4: 2,115 shares; 2026Q1: 1,867 shares 1,867 $392K 0.08% -248 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,029 shares; 2025Q1: 5,025 shares; 2025Q2: 4,829 shares; 2025Q3: 4,872 shares; 2025Q4: 4,745 shares; 2026Q1: 4,745 shares 4,745 $392K 0.08% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 1,662 shares; 2025Q1: 1,536 shares; 2025Q2: 1,312 shares; 2025Q3: 1,169 shares; 2025Q4: 986 shares; 2026Q1: 978 shares 978 $389K 0.08% -8 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 6,907 shares; 2025Q1: 7,216 shares; 2025Q2: 7,277 shares; 2025Q3: 6,460 shares; 2025Q4: 4,107 shares; 2026Q1: 3,936 shares 3,936 $382K 0.08% -171 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,627 shares; 2025Q1: 3,633 shares; 2025Q2: 3,699 shares; 2025Q3: 3,718 shares; 2025Q4: 3,356 shares; 2026Q1: 4,135 shares 4,135 $381K 0.08% +779 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 8,060 shares; 2025Q1: 8,005 shares; 2025Q2: 5,228 shares; 2025Q3: 5,298 shares; 2025Q4: 5,315 shares; 2026Q1: 4,051 shares 4,051 $381K 0.08% -1,264 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 943 shares; 2025Q4: 1,236 shares; 2026Q1: 1,399 shares 1,399 $379K 0.08% +163 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,450 shares; 2025Q1: 2,525 shares; 2025Q2: 1,519 shares; 2025Q3: 1,522 shares; 2025Q4: 1,526 shares; 2026Q1: 1,528 shares 1,528 $379K 0.08% +2 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,131 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares 3,320 $373K 0.08% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,481 shares; 2024Q4: 5,020 shares; 2025Q1: 4,608 shares; 2025Q2: 4,397 shares; 2025Q3: 4,243 shares; 2025Q4: 4,237 shares; 2026Q1: 4,110 shares 4,110 $373K 0.08% -127 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 7,095 shares; 2025Q3: 7,095 shares; 2025Q4: 7,095 shares; 2026Q1: 7,232 shares 7,232 $370K 0.08% +137 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: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 4,710 shares; 2025Q3: 4,677 shares; 2025Q4: 4,542 shares; 2026Q1: 5,145 shares 5,145 $370K 0.08% +603 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 137 shares; 2025Q4: 154 shares; 2026Q1: 109 shares 109 $368K 0.08% -45 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,023 shares; 2024Q4: 3,104 shares; 2025Q1: 2,599 shares; 2025Q2: 2,369 shares; 2025Q3: 2,649 shares; 2025Q4: 2,966 shares; 2026Q1: 2,489 shares 2,489 $366K 0.08% -477 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 26,136 shares; 2025Q1: 28,219 shares; 2025Q2: 33,213 shares; 2025Q3: 36,213 shares; 2025Q4: 36,790 shares; 2026Q1: 36,384 shares 36,384 $365K 0.08% -406 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,158 shares; 2025Q1: 4,194 shares; 2025Q2: 4,110 shares; 2025Q3: 2,647 shares; 2025Q4: 2,623 shares; 2026Q1: 2,613 shares 2,613 $364K 0.07% -10 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 7,539 shares; 2025Q3: 7,539 shares; 2025Q4: 7,539 shares; 2026Q1: 7,539 shares 7,539 $361K 0.07% 0 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: 4,022 shares; 2024Q4: 4,448 shares; 2025Q1: 4,126 shares; 2025Q2: 3,428 shares; 2025Q3: 3,155 shares; 2025Q4: 2,987 shares; 2026Q1: 3,364 shares 3,364 $360K 0.07% +377 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares; 2026Q1: 1,759 shares 1,759 $357K 0.07% +383 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: 6,747 shares; 2024Q4: 6,361 shares; 2025Q1: 5,990 shares; 2025Q2: 6,112 shares; 2025Q3: 3,665 shares; 2025Q4: 3,514 shares; 2026Q1: 3,480 shares 3,480 $357K 0.07% -34 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 2,356 shares; 2025Q3: 2,317 shares; 2025Q4: 2,289 shares; 2026Q1: 1,823 shares 1,823 $357K 0.07% -466 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,107 shares; 2025Q1: 3,374 shares; 2025Q2: 3,725 shares; 2025Q3: 4,183 shares; 2025Q4: 4,813 shares; 2026Q1: 5,647 shares 5,647 $354K 0.07% +834 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: 20,374 shares; 2025Q3: 14,802 shares; 2025Q4: 13,833 shares; 2026Q1: 8,651 shares 8,651 $353K 0.07% -5,182 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,178 shares; 2024Q4: 32,062 shares; 2025Q1: 30,614 shares; 2025Q2: 31,252 shares; 2025Q3: 36,184 shares; 2025Q4: 35,339 shares; 2026Q1: 34,883 shares 34,883 $349K 0.07% -456 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,560 shares; 2025Q1: 1,781 shares; 2025Q2: 2,032 shares; 2025Q3: 2,036 shares; 2025Q4: 2,060 shares; 2026Q1: 1,564 shares 1,564 $336K 0.07% -496 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,798 shares; 2025Q1: 1,642 shares; 2025Q2: 1,646 shares; 2025Q3: 1,624 shares; 2025Q4: 1,621 shares; 2026Q1: 1,584 shares 1,584 $334K 0.07% -37 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,091 shares; 2025Q1: 4,091 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 4,933 shares; 2026Q1: 4,933 shares 4,933 $333K 0.07% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 2,325 shares; 2025Q1: 2,478 shares; 2025Q2: 2,663 shares; 2025Q3: 2,977 shares; 2025Q4: 3,431 shares; 2026Q1: 3,821 shares 3,821 $332K 0.07% +390 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: 1,959 shares; 2024Q4: 1,819 shares; 2025Q1: 1,782 shares; 2025Q2: 1,760 shares; 2025Q3: 1,778 shares; 2025Q4: 1,762 shares; 2026Q1: 956 shares 956 $328K 0.07% -806 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,936 shares; 2025Q1: 3,860 shares; 2025Q2: 3,911 shares; 2025Q3: 3,261 shares; 2025Q4: 2,877 shares; 2026Q1: 4,396 shares 4,396 $325K 0.07% +1,519 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,366 shares 7,366 $324K 0.07% -334 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,273 shares; 2025Q3: 12,273 shares; 2025Q4: 10,643 shares; 2026Q1: 10,643 shares 10,643 $323K 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,881 shares; 2025Q4: 1,804 shares; 2026Q1: 1,958 shares 1,958 $322K 0.07% +154 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,051 shares; 2025Q1: 1,061 shares; 2025Q2: 1,089 shares; 2025Q3: 977 shares; 2025Q4: 930 shares; 2026Q1: 989 shares 989 $322K 0.07% +59 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 14,413 shares; 2025Q1: 14,937 shares; 2025Q2: 14,584 shares; 2025Q3: 14,689 shares; 2025Q4: 14,845 shares; 2026Q1: 14,925 shares 14,925 $321K 0.07% +80 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,772 shares; 2025Q1: 1,644 shares; 2025Q2: 1,627 shares; 2025Q3: 1,961 shares; 2025Q4: 1,870 shares; 2026Q1: 1,977 shares 1,977 $317K 0.07% +107 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,362 shares; 2024Q4: 8,290 shares; 2025Q1: 6,664 shares; 2025Q2: 5,398 shares; 2025Q3: 6,272 shares; 2025Q4: 5,921 shares; 2026Q1: 4,438 shares 4,438 $317K 0.07% -1,483 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,516 shares; 2025Q2: 15,516 shares; 2025Q3: 14,515 shares; 2025Q4: 14,471 shares; 2026Q1: 13,343 shares 13,343 $313K 0.06% -1,128 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 8,445 shares; 2025Q1: 7,536 shares; 2025Q2: 7,137 shares; 2025Q3: 7,033 shares; 2025Q4: 6,800 shares; 2026Q1: 6,706 shares 6,706 $311K 0.06% -94 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,028 shares; 2025Q1: 1,112 shares; 2025Q2: 1,077 shares; 2025Q3: 998 shares; 2025Q4: 962 shares; 2026Q1: 951 shares 951 $305K 0.06% -11 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 31,233 shares; 2025Q3: 28,840 shares; 2025Q4: 11,648 shares; 2026Q1: 11,648 shares 11,648 $304K 0.06% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,173 shares; 2025Q1: 8,746 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares; 2026Q1: 6,724 shares 6,724 $304K 0.06% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 72 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 72 shares 72 $303K 0.06% +8 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,437 shares; 2025Q4: 12,721 shares; 2026Q1: 13,145 shares 13,145 $303K 0.06% +424 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 11,926 shares; 2026Q1: 10,305 shares 10,305 $300K 0.06% -1,621 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: 2,325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares; 2026Q1: 1,470 shares 1,470 $298K 0.06% +58 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 4,362 shares; 2025Q1: 4,218 shares; 2025Q2: 4,355 shares; 2025Q3: 4,249 shares; 2025Q4: 3,810 shares; 2026Q1: 4,191 shares 4,191 $296K 0.06% +381 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $296K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,206 shares; 2025Q1: 4,217 shares; 2025Q2: 2,285 shares; 2025Q3: 2,371 shares; 2025Q4: 2,376 shares; 2026Q1: 2,224 shares 2,224 $294K 0.06% -152 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,536 shares; 2025Q1: 1,517 shares; 2025Q2: 1,175 shares; 2025Q3: 1,097 shares; 2025Q4: 1,066 shares; 2026Q1: 1,070 shares 1,070 $291K 0.06% +4 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 14,156 shares; 2025Q1: 14,230 shares; 2025Q2: 14,426 shares; 2025Q3: 5,768 shares; 2025Q4: 6,523 shares; 2026Q1: 5,836 shares 5,836 $291K 0.06% -687 Timeline VNLA 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: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares 5,950 $291K 0.06% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,096 shares; 2025Q1: 2,059 shares; 2025Q2: 2,107 shares; 2025Q3: 2,112 shares; 2025Q4: 2,010 shares; 2026Q1: 2,027 shares 2,027 $290K 0.06% +17 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,161 shares 6,161 $290K 0.06% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 750 shares; 2025Q1: 784 shares; 2025Q2: 844 shares; 2025Q3: 822 shares; 2025Q4: 829 shares; 2026Q1: 816 shares 816 $289K 0.06% -13 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 947 shares; 2025Q4: 903 shares; 2026Q1: 849 shares 849 $288K 0.06% -54 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,163 shares; 2025Q1: 2,391 shares; 2025Q2: 22,147 shares; 2025Q3: 2,837 shares; 2025Q4: 2,534 shares; 2026Q1: 2,712 shares 2,712 $288K 0.06% +178 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 5,963 shares; 2025Q1: 5,339 shares; 2025Q2: 5,183 shares; 2025Q3: 5,077 shares; 2025Q4: 5,202 shares; 2026Q1: 4,373 shares 4,373 $285K 0.06% -829 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: 2,741 shares; 2024Q4: 2,986 shares; 2025Q1: 3,058 shares; 2025Q2: 4,124 shares; 2025Q3: 4,636 shares; 2025Q4: 3,366 shares; 2026Q1: 3,157 shares 3,157 $283K 0.06% -209 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 2,626 shares; 2025Q1: 2,624 shares; 2025Q2: 2,487 shares; 2025Q3: 2,498 shares; 2025Q4: 2,419 shares; 2026Q1: 2,502 shares 2,502 $282K 0.06% +83 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,244 shares; 2026Q1: 4,196 shares 4,196 $282K 0.06% -48 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 1,995 shares; 2025Q1: 2,114 shares; 2025Q2: 2,187 shares; 2025Q3: 2,424 shares; 2025Q4: 2,322 shares; 2026Q1: 2,135 shares 2,135 $280K 0.06% -187 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 14,009 shares; 2025Q3: 13,981 shares; 2025Q4: 13,829 shares; 2026Q1: 10,438 shares 10,438 $276K 0.06% -3,391 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,392 shares; 2026Q1: 10,392 shares 10,392 $276K 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: 560 shares; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: 374 shares 374 $272K 0.06% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,142 shares; 2025Q2: 9,142 shares; 2025Q3: 9,328 shares; 2025Q4: 9,521 shares; 2026Q1: 10,977 shares 10,977 $266K 0.05% +1,456 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 9,460 shares; 2025Q1: 11,300 shares; 2025Q2: 11,125 shares; 2025Q3: 11,275 shares; 2025Q4: 11,082 shares; 2026Q1: 10,817 shares 10,817 $263K 0.05% -265 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 972 shares 972 $263K 0.05% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 3,972 shares; 2025Q3: 3,887 shares; 2025Q4: 3,976 shares; 2026Q1: 3,958 shares 3,958 $261K 0.05% -18 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,135 shares; 2025Q4: 1,033 shares; 2026Q1: 1,036 shares 1,036 $260K 0.05% +3 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 5,129 shares 5,129 $259K 0.05% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,553 shares; 2026Q1: 4,425 shares 4,425 $259K 0.05% +872 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,193 shares; 2025Q1: 1,698 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,630 shares 1,630 $258K 0.05% -2 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,715 shares; 2025Q1: 6,116 shares; 2025Q2: 5,734 shares; 2025Q3: 5,643 shares; 2025Q4: 5,503 shares; 2026Q1: 3,880 shares 3,880 $257K 0.05% -1,623 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,570 shares; 2025Q4: 1,235 shares; 2026Q1: 1,224 shares 1,224 $256K 0.05% -11 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,682 shares; 2024Q4: 5,994 shares; 2025Q1: 5,031 shares; 2025Q2: 4,295 shares; 2025Q3: 4,226 shares; 2025Q4: 6,325 shares; 2026Q1: 6,235 shares 6,235 $252K 0.05% -90 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 9,047 shares 9,047 $251K 0.05% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,831 shares; 2025Q4: 1,849 shares; 2026Q1: 1,983 shares 1,983 $250K 0.05% +134 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 614 shares; 2026Q1: 684 shares 684 $249K 0.05% +70 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,651 shares; 2025Q1: 6,892 shares; 2025Q2: 6,466 shares; 2025Q3: 7,062 shares; 2025Q4: 7,035 shares; 2026Q1: 6,534 shares 6,534 $248K 0.05% -501 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares 1,817 $247K 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,169 shares; 2025Q4: 2,837 shares; 2026Q1: 2,794 shares 2,794 $246K 0.05% -43 Timeline DIOD DIODES INC More: the full row for DIODES 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: 3,600 shares 3,600 $246K 0.05% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,512 shares; 2026Q1: 5,512 shares 5,512 $244K 0.05% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070 $242K 0.05% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares; 2026Q1: 5,137 shares 5,137 $240K 0.05% 0 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: 15,190 shares; 2025Q3: 14,805 shares; 2025Q4: 14,594 shares; 2026Q1: 11,525 shares 11,525 $239K 0.05% -3,069 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432 shares; 2026Q1: 444 shares 444 $239K 0.05% +12 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,407 shares; 2025Q1: 6,349 shares; 2025Q2: 6,223 shares; 2025Q3: 6,223 shares; 2025Q4: not reported; 2026Q1: 5,655 shares 5,655 $238K 0.05% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 958 shares 958 $237K 0.05% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 3,172 shares; 2025Q1: 3,028 shares; 2025Q2: 2,906 shares; 2025Q3: 2,915 shares; 2025Q4: 2,705 shares; 2026Q1: 2,845 shares 2,845 $236K 0.05% +140 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,943 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares 2,435 $235K 0.05% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,184 shares; 2024Q4: 11,908 shares; 2025Q1: 12,440 shares; 2025Q2: 12,391 shares; 2025Q3: 12,485 shares; 2025Q4: 11,944 shares; 2026Q1: 10,913 shares 10,913 $233K 0.05% -1,031 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,639 shares; 2025Q3: 5,599 shares; 2025Q4: not reported; 2026Q1: 5,488 shares 5,488 $232K 0.05% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,147 shares 1,147 $232K 0.05% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 6,219 shares; 2025Q1: 4,596 shares; 2025Q2: 4,431 shares; 2025Q3: 4,379 shares; 2025Q4: 4,274 shares; 2026Q1: 2,775 shares 2,775 $229K 0.05% -1,499 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,543 shares; 2025Q1: 4,690 shares; 2025Q2: not reported; 2025Q3: 778 shares; 2025Q4: 629 shares; 2026Q1: 517 shares 517 $226K 0.05% -112 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: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares; 2026Q1: 788 shares 788 $224K 0.05% +131 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 1,456 shares; 2025Q1: 1,685 shares; 2025Q2: 1,340 shares; 2025Q3: not reported; 2025Q4: 2,188 shares; 2026Q1: 1,883 shares 1,883 $223K 0.05% -305 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 3,313 shares; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 3,330 shares; 2025Q4: 3,173 shares; 2026Q1: 3,904 shares 3,904 $223K 0.05% +731 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares 1,084 $222K 0.05% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,456 shares 3,456 $221K 0.05% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 448 shares; 2025Q4: 397 shares; 2026Q1: 406 shares 406 $221K 0.05% +9 Timeline BOND 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: 2,403 shares; 2024Q4: 2,398 shares; 2025Q1: 2,399 shares; 2025Q2: 2,400 shares; 2025Q3: 2,401 shares; 2025Q4: 2,392 shares; 2026Q1: 2,391 shares 2,391 $221K 0.05% -1 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,556 shares; 2025Q1: 1,603 shares; 2025Q2: 1,674 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $220K 0.05% new 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: 697 shares; 2024Q4: 683 shares; 2025Q1: 780 shares; 2025Q2: 735 shares; 2025Q3: 717 shares; 2025Q4: 605 shares; 2026Q1: 661 shares 661 $217K 0.04% +56 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 7,448 shares; 2025Q1: 6,295 shares; 2025Q2: 5,926 shares; 2025Q3: 5,786 shares; 2025Q4: 5,136 shares; 2026Q1: 3,755 shares 3,755 $216K 0.04% -1,381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,655 shares 1,655 $213K 0.04% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,834 shares; 2025Q1: 2,511 shares; 2025Q2: 2,349 shares; 2025Q3: 2,111 shares; 2025Q4: 2,003 shares; 2026Q1: 2,301 shares 2,301 $212K 0.04% +298 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares 842 $211K 0.04% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746 shares 746 $211K 0.04% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares 2,643 $210K 0.04% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,135 shares; 2025Q3: 1,438 shares; 2025Q4: 1,333 shares; 2026Q1: 944 shares 944 $209K 0.04% -389 Timeline COPX 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: not reported; 2025Q4: not reported; 2026Q1: 2,733 shares 2,733 $209K 0.04% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,936 shares; 2024Q4: 9,491 shares; 2025Q1: 5,455 shares; 2025Q2: 5,014 shares; 2025Q3: 4,752 shares; 2025Q4: 3,603 shares; 2026Q1: 3,222 shares 3,222 $208K 0.04% -381 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: 3,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares; 2026Q1: 1,197 shares 1,197 $208K 0.04% -181 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,162 shares 2,162 $208K 0.04% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,551 shares 7,551 $207K 0.04% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,110 shares; 2025Q1: 1,071 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,010 shares 1,010 $206K 0.04% -14 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 5,631 shares; 2025Q1: 5,969 shares; 2025Q2: 6,430 shares; 2025Q3: not reported; 2025Q4: 6,310 shares; 2026Q1: 6,423 shares 6,423 $206K 0.04% +113 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,053 shares; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 3,051 shares; 2025Q3: 2,891 shares; 2025Q4: 2,789 shares; 2026Q1: 2,850 shares 2,850 $205K 0.04% +61 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,341 shares 1,341 $205K 0.04% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 3,453 shares; 2025Q1: 2,701 shares; 2025Q2: 2,552 shares; 2025Q3: 2,485 shares; 2025Q4: 2,441 shares; 2026Q1: 1,601 shares 1,601 $203K 0.04% -840 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,911 shares; 2025Q1: 2,015 shares; 2025Q2: 1,963 shares; 2025Q3: 1,964 shares; 2025Q4: 1,841 shares; 2026Q1: 934 shares 934 $202K 0.04% -907 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,553 shares; 2025Q1: 5,184 shares; 2025Q2: 5,263 shares; 2025Q3: 5,277 shares; 2025Q4: 5,025 shares; 2026Q1: 6,639 shares 6,639 $202K 0.04% +1,614 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,591 shares; 2026Q1: 11,253 shares 11,253 $198K 0.04% +662 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 58,972 shares; 2025Q1: 58,972 shares; 2025Q2: 58,972 shares; 2025Q3: 62,172 shares; 2025Q4: 58,322 shares; 2026Q1: 56,472 shares 56,472 $193K 0.04% -1,850 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,454 shares; 2024Q4: 26,165 shares; 2025Q1: 36,105 shares; 2025Q2: 36,128 shares; 2025Q3: 38,926 shares; 2025Q4: 33,453 shares; 2026Q1: 36,540 shares 36,540 $155K 0.03% +3,087 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,399 shares; 2024Q4: 28,800 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares; 2025Q4: 28,800 shares; 2026Q1: 28,800 shares 28,800 $147K 0.03% 0 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,783 shares; 2025Q3: 34,783 shares; 2025Q4: 34,783 shares; 2026Q1: 34,865 shares 34,865 $96.9K 0.02% +82 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,279 shares; 2025Q4: 11,279 shares; 2026Q1: 11,279 shares 11,279 $75.3K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,991 shares; 2024Q4: 22,777 shares; 2025Q1: 24,462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,051 shares 10,051 $50.6K 0.01% new Timeline MSOX ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 17,580 shares; 2026Q1: 17,580 shares 17,580 $37.8K 0.01% 0 Timeline CNTX CONTEXT THERAPEUTICS INC More: the full row for CONTEXT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,315 shares 10,315 $27K 0.01% new Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,127 shares 14,127 $24.3K 0.01% -373 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $22.6K <0.01% 0 Timeline