DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,046 shares; 2024Q4: 784,774 shares; 2025Q1: 803,661 shares; 2025Q2: 820,492 shares; 2025Q3: 818,458 shares; 2025Q4: 818,325 shares; 2026Q1: 722,416 shares 722,416 $63.5M 8.87% -95,909 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,420 shares; 2024Q4: 673,433 shares; 2025Q1: 859,866 shares; 2025Q2: 877,208 shares; 2025Q3: 864,934 shares; 2025Q4: 853,141 shares; 2026Q1: 852,674 shares 852,674 $33.9M 4.75% -467 Timeline ITOT 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: 216,195 shares; 2024Q4: 210,612 shares; 2025Q1: 203,683 shares; 2025Q2: 198,558 shares; 2025Q3: 188,158 shares; 2025Q4: 177,984 shares; 2026Q1: 169,271 shares 169,271 $24.1M 3.37% -8,713 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: 79,052 shares; 2024Q4: 80,182 shares; 2025Q1: 82,543 shares; 2025Q2: 76,788 shares; 2025Q3: 81,376 shares; 2025Q4: 86,033 shares; 2026Q1: 84,578 shares 84,578 $21.5M 3% -1,455 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: 102,162 shares; 2024Q4: 102,137 shares; 2025Q1: 101,845 shares; 2025Q2: 110,990 shares; 2025Q3: 111,512 shares; 2025Q4: 114,381 shares; 2026Q1: 122,808 shares 122,808 $21.4M 2.99% +8,427 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,570 shares; 2024Q4: 217,454 shares; 2025Q1: 217,300 shares; 2025Q2: 222,048 shares; 2025Q3: 223,859 shares; 2025Q4: 222,633 shares; 2026Q1: 225,627 shares 225,627 $21.4M 2.99% +2,994 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: not reported; 2024Q4: 483,659 shares; 2025Q1: 552,163 shares; 2025Q2: 565,023 shares; 2025Q3: 709,267 shares; 2025Q4: 767,274 shares; 2026Q1: 814,364 shares 814,364 $21.3M 2.98% +47,090 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386,706 shares 386,706 $21.1M 2.96% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,332 shares; 2024Q4: 357,410 shares; 2025Q1: 355,696 shares; 2025Q2: 354,204 shares; 2025Q3: 346,961 shares; 2025Q4: 328,144 shares; 2026Q1: 333,342 shares 333,342 $17.8M 2.49% +5,198 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: 33,552 shares; 2024Q4: 35,355 shares; 2025Q1: 34,238 shares; 2025Q2: 35,208 shares; 2025Q3: 35,858 shares; 2025Q4: 35,145 shares; 2026Q1: 35,072 shares 35,072 $13M 1.82% -73 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: 79,750 shares; 2024Q4: 79,849 shares; 2025Q1: 79,980 shares; 2025Q2: 75,672 shares; 2025Q3: 74,544 shares; 2025Q4: 81,745 shares; 2026Q1: 86,820 shares 86,820 $12.5M 1.75% +5,075 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,078 shares; 2024Q4: 324,266 shares; 2025Q1: 329,520 shares; 2025Q2: 340,762 shares; 2025Q3: 361,433 shares; 2025Q4: 230,174 shares; 2026Q1: 209,699 shares 209,699 $11.5M 1.61% -20,475 Timeline JMUB 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: 283,148 shares; 2024Q4: 293,820 shares; 2025Q1: 304,871 shares; 2025Q2: 305,847 shares; 2025Q3: 226,184 shares; 2025Q4: 225,949 shares; 2026Q1: 225,720 shares 225,720 $11.3M 1.58% -229 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262,945 shares 262,945 $10.4M 1.45% new Timeline DGRO 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: 198,236 shares; 2024Q4: 193,784 shares; 2025Q1: 187,094 shares; 2025Q2: 183,808 shares; 2025Q3: 175,295 shares; 2025Q4: 169,423 shares; 2026Q1: 145,807 shares 145,807 $10.2M 1.43% -23,616 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: 38,128 shares; 2024Q4: 38,183 shares; 2025Q1: 37,958 shares; 2025Q2: 34,280 shares; 2025Q3: 34,235 shares; 2025Q4: 33,564 shares; 2026Q1: 33,895 shares 33,895 $9.97M 1.39% +331 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: 26,991 shares; 2024Q4: 27,711 shares; 2025Q1: 27,444 shares; 2025Q2: 35,262 shares; 2025Q3: 33,884 shares; 2025Q4: 34,367 shares; 2026Q1: 34,511 shares 34,511 $9.92M 1.39% +144 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: 37,195 shares; 2024Q4: 37,881 shares; 2025Q1: 38,964 shares; 2025Q2: 43,288 shares; 2025Q3: 44,566 shares; 2025Q4: 47,184 shares; 2026Q1: 46,587 shares 46,587 $9.7M 1.36% -597 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: 24,871 shares; 2024Q4: 25,663 shares; 2025Q1: 25,120 shares; 2025Q2: 26,024 shares; 2025Q3: 25,763 shares; 2025Q4: 28,936 shares; 2026Q1: 29,116 shares 29,116 $8.35M 1.17% +180 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: 10,986 shares; 2024Q4: 10,870 shares; 2025Q1: 11,282 shares; 2025Q2: 11,246 shares; 2025Q3: 11,369 shares; 2025Q4: 10,987 shares; 2026Q1: 11,493 shares 11,493 $6.58M 0.92% +506 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: 15,106 shares; 2024Q4: 15,571 shares; 2025Q1: 14,893 shares; 2025Q2: 16,642 shares; 2025Q3: 17,335 shares; 2025Q4: 18,785 shares; 2026Q1: 19,348 shares 19,348 $5.99M 0.84% +563 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: 16,315 shares; 2024Q4: 17,498 shares; 2025Q1: 15,779 shares; 2025Q2: 17,215 shares; 2025Q3: 15,790 shares; 2025Q4: 16,080 shares; 2026Q1: 16,017 shares 16,017 $5.95M 0.83% -63 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,974 shares; 2024Q4: 13,169 shares; 2025Q1: 15,298 shares; 2025Q2: 16,634 shares; 2025Q3: 16,238 shares; 2025Q4: 18,004 shares; 2026Q1: 17,798 shares 17,798 $5.71M 0.8% -206 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: 4,255 shares; 2024Q4: 4,154 shares; 2025Q1: 4,169 shares; 2025Q2: 4,141 shares; 2025Q3: 4,064 shares; 2025Q4: 40,008 shares; 2026Q1: 50,521 shares 50,521 $4.86M 0.68% +10,513 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: 72,819 shares; 2024Q4: 68,190 shares; 2025Q1: 64,936 shares; 2025Q2: 61,347 shares; 2025Q3: 58,060 shares; 2025Q4: 55,409 shares; 2026Q1: 51,941 shares 51,941 $4.7M 0.66% -3,468 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 149,803 shares; 2025Q4: 180,570 shares; 2026Q1: 189,574 shares 189,574 $4.7M 0.66% +9,004 Timeline VONG 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: 51,409 shares; 2024Q4: 49,531 shares; 2025Q1: 45,352 shares; 2025Q2: 46,297 shares; 2025Q3: 43,583 shares; 2025Q4: 41,812 shares; 2026Q1: 39,079 shares 39,079 $4.29M 0.6% -2,733 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: 30,118 shares; 2024Q4: 27,694 shares; 2025Q1: 29,113 shares; 2025Q2: 23,286 shares; 2025Q3: 22,410 shares; 2025Q4: 23,221 shares; 2026Q1: 23,805 shares 23,805 $4.04M 0.56% +584 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: 13,189 shares; 2024Q4: 13,476 shares; 2025Q1: 13,585 shares; 2025Q2: 13,695 shares; 2025Q3: 13,202 shares; 2025Q4: 12,920 shares; 2026Q1: 13,332 shares 13,332 $4.03M 0.56% +412 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 26,263 shares; 2025Q1: 24,783 shares; 2025Q2: 25,473 shares; 2025Q3: 28,407 shares; 2025Q4: 30,982 shares; 2026Q1: 31,475 shares 31,475 $3.91M 0.55% +493 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: 5,921 shares; 2024Q4: 5,531 shares; 2025Q1: 5,539 shares; 2025Q2: 6,020 shares; 2025Q3: 5,945 shares; 2025Q4: 5,828 shares; 2026Q1: 5,953 shares 5,953 $3.89M 0.54% +125 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: not reported; 2024Q4: 32,994 shares; 2025Q1: 41,095 shares; 2025Q2: 34,546 shares; 2025Q3: 74,025 shares; 2025Q4: 74,026 shares; 2026Q1: 75,020 shares 75,020 $3.8M 0.53% +994 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: 17,991 shares; 2024Q4: 15,944 shares; 2025Q1: 18,294 shares; 2025Q2: 12,939 shares; 2025Q3: 14,520 shares; 2025Q4: 14,383 shares; 2026Q1: 15,151 shares 15,151 $3.7M 0.52% +768 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: 6,291 shares; 2024Q4: 6,531 shares; 2025Q1: 6,779 shares; 2025Q2: 6,792 shares; 2025Q3: 7,036 shares; 2025Q4: 7,492 shares; 2026Q1: 7,623 shares 7,623 $3.65M 0.51% +131 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,606 shares; 2024Q4: 11,962 shares; 2025Q1: 8,210 shares; 2025Q2: 20,602 shares; 2025Q3: 24,672 shares; 2025Q4: 28,660 shares; 2026Q1: 28,111 shares 28,111 $3.38M 0.47% -549 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: 15,202 shares; 2024Q4: 15,646 shares; 2025Q1: 16,121 shares; 2025Q2: 16,156 shares; 2025Q3: 16,594 shares; 2025Q4: 15,881 shares; 2026Q1: 16,025 shares 16,025 $3.33M 0.47% +144 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: 43,562 shares; 2024Q4: 57,105 shares; 2025Q1: 59,247 shares; 2025Q2: 55,811 shares; 2025Q3: 55,496 shares; 2025Q4: 55,555 shares; 2026Q1: 51,930 shares 51,930 $3.33M 0.47% -3,625 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,911 shares; 2024Q4: 77,077 shares; 2025Q1: 71,066 shares; 2025Q2: 70,658 shares; 2025Q3: 70,142 shares; 2025Q4: 70,733 shares; 2026Q1: 71,425 shares 71,425 $3.32M 0.46% +692 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: 2,381 shares; 2024Q4: 2,622 shares; 2025Q1: 3,241 shares; 2025Q2: 4,718 shares; 2025Q3: 5,929 shares; 2025Q4: 8,566 shares; 2026Q1: 9,394 shares 9,394 $3.17M 0.44% +828 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: 19,456 shares; 2024Q4: 18,961 shares; 2025Q1: 19,180 shares; 2025Q2: 19,112 shares; 2025Q3: 19,086 shares; 2025Q4: 18,970 shares; 2026Q1: 20,208 shares 20,208 $2.97M 0.42% +1,238 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: 12,100 shares; 2024Q4: 13,437 shares; 2025Q1: 14,083 shares; 2025Q2: 8,731 shares; 2025Q3: 14,904 shares; 2025Q4: 13,875 shares; 2026Q1: 14,214 shares 14,214 $2.94M 0.41% +339 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: 3,016 shares; 2024Q4: 2,954 shares; 2025Q1: 3,035 shares; 2025Q2: 3,164 shares; 2025Q3: 3,008 shares; 2025Q4: 3,149 shares; 2026Q1: 3,184 shares 3,184 $2.93M 0.41% +35 Timeline SPHQ 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: 22,538 shares; 2024Q4: 26,701 shares; 2025Q1: 29,222 shares; 2025Q2: 28,063 shares; 2025Q3: 31,048 shares; 2025Q4: 34,231 shares; 2026Q1: 38,730 shares 38,730 $2.91M 0.41% +4,499 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: 37,520 shares; 2024Q4: 39,285 shares; 2025Q1: 38,931 shares; 2025Q2: 62,523 shares; 2025Q3: 64,827 shares; 2025Q4: 57,328 shares; 2026Q1: 54,799 shares 54,799 $2.67M 0.37% -2,529 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: 2,273 shares; 2024Q4: 2,819 shares; 2025Q1: 2,829 shares; 2025Q2: 2,693 shares; 2025Q3: 4,122 shares; 2025Q4: 5,088 shares; 2026Q1: 4,037 shares 4,037 $2.63M 0.37% -1,051 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,530 shares; 2024Q4: 33,254 shares; 2025Q1: 40,791 shares; 2025Q2: 41,944 shares; 2025Q3: 46,117 shares; 2025Q4: 47,219 shares; 2026Q1: 49,128 shares 49,128 $2.59M 0.36% +1,909 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: 37,046 shares; 2024Q4: 37,842 shares; 2025Q1: 38,270 shares; 2025Q2: 25,947 shares; 2025Q3: 27,994 shares; 2025Q4: 28,582 shares; 2026Q1: 32,159 shares 32,159 $2.5M 0.35% +3,577 Timeline EMXC 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: 61,556 shares; 2024Q4: 60,009 shares; 2025Q1: 58,997 shares; 2025Q2: 56,704 shares; 2025Q3: 53,824 shares; 2025Q4: 51,491 shares; 2026Q1: 30,223 shares 30,223 $2.38M 0.33% -21,268 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: 6,968 shares; 2024Q4: 7,826 shares; 2025Q1: 5,830 shares; 2025Q2: 16,347 shares; 2025Q3: 18,500 shares; 2025Q4: 20,263 shares; 2026Q1: 17,908 shares 17,908 $2.36M 0.33% -2,355 Timeline HYMB 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: 116,455 shares; 2024Q4: 111,262 shares; 2025Q1: 106,921 shares; 2025Q2: 99,003 shares; 2025Q3: 95,662 shares; 2025Q4: 94,094 shares; 2026Q1: 92,585 shares 92,585 $2.3M 0.32% -1,509 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: 4,009 shares; 2024Q4: 4,200 shares; 2025Q1: 4,455 shares; 2025Q2: 4,564 shares; 2025Q3: 4,755 shares; 2025Q4: 5,605 shares; 2026Q1: 6,709 shares 6,709 $2.29M 0.32% +1,104 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: 6,116 shares; 2024Q4: 6,805 shares; 2025Q1: 7,088 shares; 2025Q2: 7,287 shares; 2025Q3: 7,691 shares; 2025Q4: 7,639 shares; 2026Q1: 8,038 shares 8,038 $2.28M 0.32% +399 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,055 shares; 2025Q1: 2,106 shares; 2025Q2: 2,114 shares; 2025Q3: 2,262 shares; 2025Q4: 2,331 shares; 2026Q1: 2,534 shares 2,534 $2.21M 0.31% +203 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 3,447 shares; 2025Q1: 5,145 shares; 2025Q2: 18,740 shares; 2025Q3: 20,428 shares; 2025Q4: 18,927 shares; 2026Q1: 19,065 shares 19,065 $2.16M 0.3% +138 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: 16,714 shares; 2024Q4: 18,191 shares; 2025Q1: 20,906 shares; 2025Q2: 16,696 shares; 2025Q3: 14,239 shares; 2025Q4: 14,475 shares; 2026Q1: 14,637 shares 14,637 $2.14M 0.3% +162 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,555 shares; 2025Q1: 6,461 shares; 2025Q2: 8,263 shares; 2025Q3: 9,966 shares; 2025Q4: 11,799 shares; 2026Q1: 11,379 shares 11,379 $2.12M 0.3% -420 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: 36,897 shares; 2024Q4: 37,014 shares; 2025Q1: 27,176 shares; 2025Q2: 28,079 shares; 2025Q3: 26,593 shares; 2025Q4: 27,227 shares; 2026Q1: 27,828 shares 27,828 $2.12M 0.3% +601 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,500 shares; 2024Q4: 112,500 shares; 2025Q1: 112,500 shares; 2025Q2: 252,500 shares; 2025Q3: 252,500 shares; 2025Q4: 252,500 shares; 2026Q1: 252,500 shares 252,500 $2.1M 0.29% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 10,970 shares; 2025Q1: 9,818 shares; 2025Q2: 10,303 shares; 2025Q3: 10,187 shares; 2025Q4: 10,070 shares; 2026Q1: 10,211 shares 10,211 $2.03M 0.28% +141 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,155 shares; 2025Q1: 2,156 shares; 2025Q2: 2,239 shares; 2025Q3: 2,700 shares; 2025Q4: 2,750 shares; 2026Q1: 2,799 shares 2,799 $1.98M 0.28% +49 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: 9,136 shares; 2024Q4: 9,408 shares; 2025Q1: 9,878 shares; 2025Q2: 9,471 shares; 2025Q3: 9,427 shares; 2025Q4: 9,144 shares; 2026Q1: 9,093 shares 9,093 $1.98M 0.28% -51 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,002 shares; 2025Q1: 5,212 shares; 2025Q2: 5,807 shares; 2025Q3: 7,531 shares; 2025Q4: 7,948 shares; 2026Q1: 9,683 shares 9,683 $1.97M 0.28% +1,735 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: 477 shares; 2024Q4: 5,040 shares; 2025Q1: 6,316 shares; 2025Q2: 6,105 shares; 2025Q3: 6,670 shares; 2025Q4: 7,164 shares; 2026Q1: 9,189 shares 9,189 $1.96M 0.27% +2,025 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: 7,715 shares; 2024Q4: 7,763 shares; 2025Q1: 7,720 shares; 2025Q2: 6,416 shares; 2025Q3: 6,506 shares; 2025Q4: 5,926 shares; 2026Q1: 5,817 shares 5,817 $1.91M 0.27% -109 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: 1,755 shares; 2024Q4: 1,718 shares; 2025Q1: 1,734 shares; 2025Q2: 1,788 shares; 2025Q3: 1,782 shares; 2025Q4: 1,704 shares; 2026Q1: 1,909 shares 1,909 $1.9M 0.27% +205 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: 4,058 shares; 2024Q4: 3,924 shares; 2025Q1: 3,780 shares; 2025Q2: 3,759 shares; 2025Q3: 3,827 shares; 2025Q4: 3,800 shares; 2026Q1: 3,774 shares 3,774 $1.89M 0.26% -26 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: 32,001 shares; 2024Q4: 32,098 shares; 2025Q1: 31,510 shares; 2025Q2: 31,008 shares; 2025Q3: 32,714 shares; 2025Q4: 34,313 shares; 2026Q1: 36,113 shares 36,113 $1.88M 0.26% +1,800 Timeline IDHQ 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: 34,305 shares; 2024Q4: 35,327 shares; 2025Q1: 40,775 shares; 2025Q2: 43,249 shares; 2025Q3: 45,976 shares; 2025Q4: 48,637 shares; 2026Q1: 51,573 shares 51,573 $1.82M 0.26% +2,936 Timeline RWJ 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: 25,836 shares; 2024Q4: 26,176 shares; 2025Q1: 27,193 shares; 2025Q2: 29,217 shares; 2025Q3: 31,976 shares; 2025Q4: 32,637 shares; 2026Q1: 35,767 shares 35,767 $1.81M 0.25% +3,130 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 4,980 shares; 2025Q1: 5,433 shares; 2025Q2: 5,262 shares; 2025Q3: 5,652 shares; 2025Q4: 5,500 shares; 2026Q1: 5,789 shares 5,789 $1.8M 0.25% +289 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: 8,137 shares; 2024Q4: 8,781 shares; 2025Q1: 8,843 shares; 2025Q2: 9,055 shares; 2025Q3: 9,994 shares; 2025Q4: 10,567 shares; 2026Q1: 11,138 shares 11,138 $1.78M 0.25% +571 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: 7,619 shares; 2024Q4: 7,118 shares; 2025Q1: 7,645 shares; 2025Q2: 4,972 shares; 2025Q3: 6,875 shares; 2025Q4: 7,062 shares; 2026Q1: 7,329 shares 7,329 $1.78M 0.25% +267 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: 12,702 shares; 2024Q4: 16,100 shares; 2025Q1: 18,304 shares; 2025Q2: 26,680 shares; 2025Q3: 27,700 shares; 2025Q4: 22,815 shares; 2026Q1: 21,944 shares 21,944 $1.75M 0.24% -871 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: 6,571 shares; 2024Q4: 5,895 shares; 2025Q1: 5,858 shares; 2025Q2: 4,865 shares; 2025Q3: 4,860 shares; 2025Q4: 4,698 shares; 2026Q1: 4,679 shares 4,679 $1.7M 0.24% -19 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: 5,903 shares; 2025Q3: 8,092 shares; 2025Q4: 11,193 shares; 2026Q1: 13,379 shares 13,379 $1.69M 0.24% +2,186 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: 2,589 shares; 2024Q4: 2,573 shares; 2025Q1: 2,934 shares; 2025Q2: 3,137 shares; 2025Q3: 3,785 shares; 2025Q4: 3,891 shares; 2026Q1: 3,906 shares 3,906 $1.68M 0.24% +15 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: 7,457 shares; 2024Q4: 8,832 shares; 2025Q1: 9,293 shares; 2025Q2: 9,860 shares; 2025Q3: 10,195 shares; 2025Q4: 10,196 shares; 2026Q1: 9,981 shares 9,981 $1.65M 0.23% -215 Timeline DISV 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: 34,945 shares; 2024Q4: 33,582 shares; 2025Q1: 37,191 shares; 2025Q2: 37,738 shares; 2025Q3: 39,219 shares; 2025Q4: 38,834 shares; 2026Q1: 41,775 shares 41,775 $1.65M 0.23% +2,941 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 12,568 shares; 2025Q1: 13,381 shares; 2025Q2: 19,710 shares; 2025Q3: 19,957 shares; 2025Q4: 25,086 shares; 2026Q1: 27,158 shares 27,158 $1.65M 0.23% +2,072 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,920 shares; 2025Q1: 8,141 shares; 2025Q2: 8,906 shares; 2025Q3: 8,455 shares; 2025Q4: 8,287 shares; 2026Q1: 8,526 shares 8,526 $1.64M 0.23% +239 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: 6,906 shares; 2024Q4: 6,467 shares; 2025Q1: 6,409 shares; 2025Q2: 8,999 shares; 2025Q3: 10,772 shares; 2025Q4: 10,755 shares; 2026Q1: 8,545 shares 8,545 $1.56M 0.22% -2,210 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 7,449 shares; 2025Q1: 7,992 shares; 2025Q2: 8,120 shares; 2025Q3: 5,333 shares; 2025Q4: 5,663 shares; 2026Q1: 6,370 shares 6,370 $1.54M 0.22% +707 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,601 shares; 2025Q1: 3,761 shares; 2025Q2: 9,988 shares; 2025Q3: 10,312 shares; 2025Q4: 18,010 shares; 2026Q1: 18,336 shares 18,336 $1.53M 0.21% +326 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: 5,216 shares; 2025Q1: 7,654 shares; 2025Q2: 8,549 shares; 2025Q3: 13,238 shares; 2025Q4: 21,305 shares; 2026Q1: 24,309 shares 24,309 $1.52M 0.21% +3,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,590 shares; 2025Q4: 2,591 shares; 2026Q1: 2,575 shares 2,575 $1.49M 0.21% -16 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,591 shares; 2025Q1: 1,773 shares; 2025Q2: 1,840 shares; 2025Q3: 1,780 shares; 2025Q4: 1,721 shares; 2026Q1: 1,735 shares 1,735 $1.47M 0.21% +14 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,718 shares; 2025Q1: 1,722 shares; 2025Q2: 6,547 shares; 2025Q3: 7,143 shares; 2025Q4: 8,547 shares; 2026Q1: 9,263 shares 9,263 $1.46M 0.2% +716 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: 2,224 shares; 2024Q4: 2,611 shares; 2025Q1: 3,182 shares; 2025Q2: 7,807 shares; 2025Q3: 8,705 shares; 2025Q4: 9,655 shares; 2026Q1: 7,914 shares 7,914 $1.44M 0.2% -1,741 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,980 shares; 2025Q4: 6,440 shares; 2026Q1: 5,652 shares 5,652 $1.42M 0.2% -788 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 14,279 shares; 2025Q1: 15,008 shares; 2025Q2: 23,585 shares; 2025Q3: 24,934 shares; 2025Q4: 25,245 shares; 2026Q1: 26,805 shares 26,805 $1.42M 0.2% +1,560 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,618 shares; 2025Q1: 2,728 shares; 2025Q2: 2,773 shares; 2025Q3: 3,082 shares; 2025Q4: 4,019 shares; 2026Q1: 4,328 shares 4,328 $1.41M 0.2% +309 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: 2,448 shares; 2024Q4: 2,552 shares; 2025Q1: 3,086 shares; 2025Q2: 2,981 shares; 2025Q3: 2,926 shares; 2025Q4: 2,975 shares; 2026Q1: 3,144 shares 3,144 $1.4M 0.2% +169 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: 4,190 shares; 2024Q4: 3,554 shares; 2025Q1: 3,592 shares; 2025Q2: 7,002 shares; 2025Q3: 7,383 shares; 2025Q4: 6,439 shares; 2026Q1: 5,700 shares 5,700 $1.39M 0.19% -739 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 11,200 shares; 2025Q1: 10,854 shares; 2025Q2: 10,790 shares; 2025Q3: 11,191 shares; 2025Q4: 11,690 shares; 2026Q1: 11,397 shares 11,397 $1.35M 0.19% -293 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: 36,581 shares; 2024Q4: 36,595 shares; 2025Q1: 39,674 shares; 2025Q2: 28,590 shares; 2025Q3: 21,027 shares; 2025Q4: 21,849 shares; 2026Q1: 30,587 shares 30,587 $1.35M 0.19% +8,738 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 7,985 shares; 2025Q1: 8,247 shares; 2025Q2: 5,181 shares; 2025Q3: 7,733 shares; 2025Q4: 8,538 shares; 2026Q1: 8,668 shares 8,668 $1.35M 0.19% +130 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,560 shares; 2025Q3: 16,791 shares; 2025Q4: 19,804 shares; 2026Q1: 19,932 shares 19,932 $1.33M 0.19% +128 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,555 shares; 2024Q4: 52,825 shares; 2025Q1: 49,989 shares; 2025Q2: 46,921 shares; 2025Q3: 27,186 shares; 2025Q4: 26,045 shares; 2026Q1: 25,304 shares 25,304 $1.32M 0.18% -741 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,000 shares; 2025Q1: 2,237 shares; 2025Q2: 5,224 shares; 2025Q3: 6,943 shares; 2025Q4: 21,579 shares; 2026Q1: 23,471 shares 23,471 $1.31M 0.18% +1,892 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: 4,357 shares; 2024Q4: 6,638 shares; 2025Q1: 7,311 shares; 2025Q2: 18,624 shares; 2025Q3: 18,008 shares; 2025Q4: 15,148 shares; 2026Q1: 13,853 shares 13,853 $1.3M 0.18% -1,295 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,826 shares; 2025Q1: 4,218 shares; 2025Q2: 3,753 shares; 2025Q3: 3,793 shares; 2025Q4: 3,467 shares; 2026Q1: 3,969 shares 3,969 $1.26M 0.18% +502 Timeline XMHQ 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: 8,352 shares; 2024Q4: 7,566 shares; 2025Q1: 7,449 shares; 2025Q2: 9,566 shares; 2025Q3: 9,933 shares; 2025Q4: 10,742 shares; 2026Q1: 12,162 shares 12,162 $1.26M 0.18% +1,420 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,853 shares; 2025Q1: 1,952 shares; 2025Q2: 2,045 shares; 2025Q3: 2,428 shares; 2025Q4: 1,921 shares; 2026Q1: 2,523 shares 2,523 $1.25M 0.17% +602 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,744 shares; 2025Q1: 2,905 shares; 2025Q2: 2,819 shares; 2025Q3: 2,806 shares; 2025Q4: 2,757 shares; 2026Q1: 2,859 shares 2,859 $1.24M 0.17% +102 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: 12,095 shares; 2024Q4: 13,036 shares; 2025Q1: 13,003 shares; 2025Q2: 13,445 shares; 2025Q3: 13,013 shares; 2025Q4: 14,294 shares; 2026Q1: 12,861 shares 12,861 $1.24M 0.17% -1,433 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: 39,601 shares; 2024Q4: 38,055 shares; 2025Q1: 39,221 shares; 2025Q2: 20,136 shares; 2025Q3: 21,688 shares; 2025Q4: 19,402 shares; 2026Q1: 24,679 shares 24,679 $1.24M 0.17% +5,277 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 728 shares; 2025Q1: 992 shares; 2025Q2: 999 shares; 2025Q3: 1,221 shares; 2025Q4: 1,385 shares; 2026Q1: 1,552 shares 1,552 $1.2M 0.17% +167 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: 5,648 shares; 2024Q4: 6,596 shares; 2025Q1: 6,593 shares; 2025Q2: 3,321 shares; 2025Q3: 3,258 shares; 2025Q4: 3,104 shares; 2026Q1: 3,381 shares 3,381 $1.19M 0.17% +277 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: 11,517 shares; 2024Q4: 11,688 shares; 2025Q1: 12,366 shares; 2025Q2: 12,079 shares; 2025Q3: 10,920 shares; 2025Q4: 11,692 shares; 2026Q1: 13,049 shares 13,049 $1.17M 0.16% +1,357 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 20,687 shares; 2025Q3: 35,291 shares; 2025Q4: 46,954 shares; 2026Q1: 43,865 shares 43,865 $1.15M 0.16% -3,089 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 7,336 shares; 2025Q1: 7,185 shares; 2025Q2: 7,237 shares; 2025Q3: 7,030 shares; 2025Q4: 6,783 shares; 2026Q1: 6,776 shares 6,776 $1.15M 0.16% -7 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC 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: 2,948 shares; 2025Q3: 3,277 shares; 2025Q4: 3,813 shares; 2026Q1: 3,925 shares 3,925 $1.14M 0.16% +112 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: 2,314 shares; 2024Q4: 2,317 shares; 2025Q1: 2,343 shares; 2025Q2: 2,032 shares; 2025Q3: 2,122 shares; 2025Q4: 1,658 shares; 2026Q1: 6,537 shares 6,537 $1.13M 0.16% +4,879 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,677 shares; 2025Q3: 20,898 shares; 2025Q4: 16,747 shares; 2026Q1: 15,043 shares 15,043 $1.12M 0.16% -1,704 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,193 shares; 2024Q4: 40,436 shares; 2025Q1: 44,695 shares; 2025Q2: 30,718 shares; 2025Q3: 31,922 shares; 2025Q4: 32,680 shares; 2026Q1: 39,821 shares 39,821 $1.12M 0.16% +7,141 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: 606 shares; 2024Q4: 548 shares; 2025Q1: 658 shares; 2025Q2: 599 shares; 2025Q3: 602 shares; 2025Q4: 567 shares; 2026Q1: 754 shares 754 $1.11M 0.16% +187 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 11,220 shares; 2025Q1: 15,113 shares; 2025Q2: 34,455 shares; 2025Q3: 33,335 shares; 2025Q4: 33,301 shares; 2026Q1: 27,002 shares 27,002 $1.1M 0.15% -6,299 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,281 shares; 2024Q4: 14,544 shares; 2025Q1: 14,813 shares; 2025Q2: 14,957 shares; 2025Q3: 14,875 shares; 2025Q4: 14,595 shares; 2026Q1: 15,033 shares 15,033 $1.09M 0.15% +438 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,503 shares; 2024Q4: 38,051 shares; 2025Q1: 38,051 shares; 2025Q2: 38,051 shares; 2025Q3: 38,051 shares; 2025Q4: 45,373 shares; 2026Q1: 45,373 shares 45,373 $1.07M 0.15% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,639 shares; 2025Q1: 1,730 shares; 2025Q2: 2,752 shares; 2025Q3: 2,486 shares; 2025Q4: 3,058 shares; 2026Q1: 1,895 shares 1,895 $1.07M 0.15% -1,163 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: 10,734 shares; 2024Q4: 11,190 shares; 2025Q1: 11,363 shares; 2025Q2: 11,705 shares; 2025Q3: 11,204 shares; 2025Q4: 10,608 shares; 2026Q1: 11,392 shares 11,392 $1.06M 0.15% +784 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: 35,896 shares; 2024Q4: 28,831 shares; 2025Q1: 27,940 shares; 2025Q2: 25,709 shares; 2025Q3: 26,837 shares; 2025Q4: 24,580 shares; 2026Q1: 20,943 shares 20,943 $1.04M 0.15% -3,637 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,820 shares; 2025Q3: 20,629 shares; 2025Q4: 23,573 shares; 2026Q1: 26,433 shares 26,433 $1.04M 0.15% +2,860 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,428 shares; 2025Q3: 11,526 shares; 2025Q4: 13,688 shares; 2026Q1: 13,689 shares 13,689 $1.03M 0.14% +1 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610,994 shares; 2024Q4: 618,931 shares; 2025Q1: 640,754 shares; 2025Q2: 638,635 shares; 2025Q3: 633,589 shares; 2025Q4: 631,874 shares; 2026Q1: 32,942 shares 32,942 $1.03M 0.14% -598,932 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: 22,860 shares; 2024Q4: 30,032 shares; 2025Q1: 35,364 shares; 2025Q2: 36,684 shares; 2025Q3: 38,801 shares; 2025Q4: 31,724 shares; 2026Q1: 35,410 shares 35,410 $1.03M 0.14% +3,686 Timeline USMV 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: 85,119 shares; 2024Q4: 75,207 shares; 2025Q1: 33,639 shares; 2025Q2: 27,869 shares; 2025Q3: 24,693 shares; 2025Q4: 22,320 shares; 2026Q1: 11,049 shares 11,049 $1.02M 0.14% -11,271 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 761 shares; 2025Q1: 837 shares; 2025Q2: 2,273 shares; 2025Q3: 2,476 shares; 2025Q4: 3,816 shares; 2026Q1: 3,497 shares 3,497 $1.02M 0.14% -319 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: 3,859 shares; 2024Q4: 3,983 shares; 2025Q1: 3,887 shares; 2025Q2: 3,585 shares; 2025Q3: 1,963 shares; 2025Q4: 2,245 shares; 2026Q1: 4,980 shares 4,980 $987K 0.14% +2,735 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: 3,414 shares; 2024Q4: 3,730 shares; 2025Q1: 3,716 shares; 2025Q2: 3,722 shares; 2025Q3: 3,233 shares; 2025Q4: 3,090 shares; 2026Q1: 4,316 shares 4,316 $976K 0.14% +1,226 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: 2,169 shares; 2024Q4: 2,128 shares; 2025Q1: 2,255 shares; 2025Q2: 1,641 shares; 2025Q3: 1,828 shares; 2025Q4: 2,058 shares; 2026Q1: 1,980 shares 1,980 $973K 0.14% -78 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: 45,417 shares; 2024Q4: 44,755 shares; 2025Q1: 45,457 shares; 2025Q2: 42,544 shares; 2025Q3: 34,742 shares; 2025Q4: 29,184 shares; 2026Q1: 33,840 shares 33,840 $972K 0.14% +4,656 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: 5,914 shares; 2024Q4: 5,888 shares; 2025Q1: 6,076 shares; 2025Q2: 6,188 shares; 2025Q3: 7,300 shares; 2025Q4: 7,249 shares; 2026Q1: 7,393 shares 7,393 $968K 0.14% +144 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: 2,088 shares; 2024Q4: 2,325 shares; 2025Q1: 2,264 shares; 2025Q2: 2,554 shares; 2025Q3: 2,091 shares; 2025Q4: 2,099 shares; 2026Q1: 2,096 shares 2,096 $966K 0.14% -3 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 3,084 shares; 2025Q1: 3,012 shares; 2025Q2: 3,260 shares; 2025Q3: 2,952 shares; 2025Q4: 2,692 shares; 2026Q1: 3,173 shares 3,173 $960K 0.13% +481 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: 5,641 shares; 2024Q4: 6,274 shares; 2025Q1: 7,949 shares; 2025Q2: 6,856 shares; 2025Q3: 7,079 shares; 2025Q4: 9,465 shares; 2026Q1: 7,415 shares 7,415 $955K 0.13% -2,050 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 6,358 shares; 2025Q1: 6,006 shares; 2025Q2: 6,160 shares; 2025Q3: 6,174 shares; 2025Q4: 5,341 shares; 2026Q1: 5,790 shares 5,790 $953K 0.13% +449 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 4,077 shares; 2025Q1: 4,134 shares; 2025Q2: 4,086 shares; 2025Q3: 4,525 shares; 2025Q4: 4,561 shares; 2026Q1: 4,565 shares 4,565 $952K 0.13% +4 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: 3,877 shares; 2025Q1: 2,731 shares; 2025Q2: 2,631 shares; 2025Q3: 3,702 shares; 2025Q4: 4,277 shares; 2026Q1: 4,590 shares 4,590 $937K 0.13% +313 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,513 shares; 2025Q1: 2,543 shares; 2025Q2: 3,051 shares; 2025Q3: 2,951 shares; 2025Q4: 2,670 shares; 2026Q1: 2,600 shares 2,600 $930K 0.13% -70 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: 85,875 shares; 2024Q4: 39,739 shares; 2025Q1: 36,769 shares; 2025Q2: 22,522 shares; 2025Q3: 20,956 shares; 2025Q4: 20,205 shares; 2026Q1: 20,195 shares 20,195 $928K 0.13% -10 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: 9,579 shares; 2024Q4: 9,299 shares; 2025Q1: 10,275 shares; 2025Q2: 5,946 shares; 2025Q3: 6,043 shares; 2025Q4: 4,350 shares; 2026Q1: 4,781 shares 4,781 $928K 0.13% +431 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,267 shares; 2025Q1: 1,309 shares; 2025Q2: 904 shares; 2025Q3: 1,670 shares; 2025Q4: 2,326 shares; 2026Q1: 2,603 shares 2,603 $927K 0.13% +277 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 427 shares; 2025Q4: 475 shares; 2026Q1: 487 shares 487 $918K 0.13% +12 Timeline MGK 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: 2,648 shares; 2024Q4: 2,642 shares; 2025Q1: 2,632 shares; 2025Q2: 2,771 shares; 2025Q3: 2,693 shares; 2025Q4: 2,664 shares; 2026Q1: 2,473 shares 2,473 $909K 0.13% -191 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: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 4,596 shares; 2025Q4: 9,606 shares; 2026Q1: 9,919 shares 9,919 $897K 0.13% +313 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,229 shares; 2025Q1: 4,087 shares; 2025Q2: 4,258 shares; 2025Q3: 4,851 shares; 2025Q4: 5,533 shares; 2026Q1: 5,526 shares 5,526 $894K 0.13% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,716 shares; 2025Q4: 7,952 shares; 2026Q1: 8,254 shares 8,254 $893K 0.12% +302 Timeline BSV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,634 shares; 2026Q1: 11,356 shares 11,356 $890K 0.12% +3,722 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,924 shares; 2025Q1: 3,951 shares; 2025Q2: 3,964 shares; 2025Q3: 4,229 shares; 2025Q4: 4,232 shares; 2026Q1: 4,292 shares 4,292 $890K 0.12% +60 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 1,517 shares; 2025Q1: 2,017 shares; 2025Q2: 1,403 shares; 2025Q3: 1,850 shares; 2025Q4: 1,925 shares; 2026Q1: 3,639 shares 3,639 $885K 0.12% +1,714 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,827 shares; 2025Q1: 2,811 shares; 2025Q2: 9,653 shares; 2025Q3: 11,466 shares; 2025Q4: 13,270 shares; 2026Q1: 12,362 shares 12,362 $880K 0.12% -908 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,682 shares; 2025Q1: 6,124 shares; 2025Q2: 6,330 shares; 2025Q3: 11,337 shares; 2025Q4: 10,930 shares; 2026Q1: 11,016 shares 11,016 $875K 0.12% +86 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,057 shares; 2025Q1: 4,161 shares; 2025Q2: 7,695 shares; 2025Q3: 7,428 shares; 2025Q4: 7,065 shares; 2026Q1: 6,036 shares 6,036 $873K 0.12% -1,029 Timeline PID 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: 42,409 shares; 2024Q4: 46,712 shares; 2025Q1: 37,547 shares; 2025Q2: 41,118 shares; 2025Q3: 40,871 shares; 2025Q4: 40,406 shares; 2026Q1: 38,518 shares 38,518 $857K 0.12% -1,888 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: 945 shares; 2024Q4: 1,034 shares; 2025Q1: 1,053 shares; 2025Q2: 1,076 shares; 2025Q3: 991 shares; 2025Q4: 916 shares; 2026Q1: 955 shares 955 $855K 0.12% +39 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,655 shares; 2025Q1: 3,832 shares; 2025Q2: 3,763 shares; 2025Q3: 3,650 shares; 2025Q4: 3,562 shares; 2026Q1: 3,506 shares 3,506 $839K 0.12% -56 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,861 shares; 2025Q3: 4,762 shares; 2025Q4: 5,560 shares; 2026Q1: 4,919 shares 4,919 $839K 0.12% -641 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: 5,265 shares; 2024Q4: 6,603 shares; 2025Q1: 6,479 shares; 2025Q2: 3,258 shares; 2025Q3: 3,238 shares; 2025Q4: 2,942 shares; 2026Q1: 2,788 shares 2,788 $824K 0.12% -154 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: 3,288 shares; 2024Q4: 3,632 shares; 2025Q1: 3,664 shares; 2025Q2: 3,732 shares; 2025Q3: 3,616 shares; 2025Q4: 3,358 shares; 2026Q1: 3,481 shares 3,481 $822K 0.11% +123 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,246 shares; 2025Q4: 4,012 shares; 2026Q1: 4,477 shares 4,477 $806K 0.11% +465 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,314 shares; 2025Q1: 1,333 shares; 2025Q2: 1,375 shares; 2025Q3: 1,339 shares; 2025Q4: 1,372 shares; 2026Q1: 1,892 shares 1,892 $805K 0.11% +520 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: 112 shares; 2024Q4: 111 shares; 2025Q1: 117 shares; 2025Q2: 120 shares; 2025Q3: 134 shares; 2025Q4: 157 shares; 2026Q1: 191 shares 191 $804K 0.11% +34 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: 5,098 shares; 2024Q4: 5,400 shares; 2025Q1: 4,657 shares; 2025Q2: 3,611 shares; 2025Q3: 3,903 shares; 2025Q4: 3,999 shares; 2026Q1: 3,807 shares 3,807 $773K 0.11% -192 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: 658 shares; 2024Q4: 706 shares; 2025Q1: 671 shares; 2025Q2: 888 shares; 2025Q3: 703 shares; 2025Q4: 671 shares; 2026Q1: 797 shares 797 $767K 0.11% +126 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,198 shares; 2025Q1: 3,663 shares; 2025Q2: 4,421 shares; 2025Q3: 4,855 shares; 2025Q4: 4,845 shares; 2026Q1: 5,494 shares 5,494 $766K 0.11% +649 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,917 shares; 2025Q3: 9,173 shares; 2025Q4: 9,776 shares; 2026Q1: 9,016 shares 9,016 $765K 0.11% -760 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 9,543 shares; 2025Q1: 10,337 shares; 2025Q2: 10,997 shares; 2025Q3: 10,753 shares; 2025Q4: 9,102 shares; 2026Q1: 7,364 shares 7,364 $756K 0.11% -1,738 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 4,064 shares; 2026Q1: 4,850 shares 4,850 $742K 0.1% +786 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,149 shares; 2026Q1: 5,404 shares 5,404 $741K 0.1% +255 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: 7,364 shares; 2026Q1: 8,137 shares 8,137 $740K 0.1% +773 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: 466 shares; 2024Q4: 484 shares; 2025Q1: 507 shares; 2025Q2: 7,615 shares; 2025Q3: 7,685 shares; 2025Q4: 8,179 shares; 2026Q1: 8,003 shares 8,003 $739K 0.1% -176 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: 496 shares; 2024Q4: 558 shares; 2025Q1: 556 shares; 2025Q2: 691 shares; 2025Q3: 720 shares; 2025Q4: 816 shares; 2026Q1: 854 shares 854 $739K 0.1% +38 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,787 shares; 2025Q3: 4,756 shares; 2025Q4: 4,756 shares; 2026Q1: 4,756 shares 4,756 $738K 0.1% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 14,357 shares; 2025Q1: 17,391 shares; 2025Q2: 18,182 shares; 2025Q3: 19,347 shares; 2025Q4: 14,784 shares; 2026Q1: 13,609 shares 13,609 $737K 0.1% -1,175 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: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 360 shares; 2025Q3: 447 shares; 2025Q4: 498 shares; 2026Q1: 2,068 shares 2,068 $732K 0.1% +1,570 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: 4,837 shares; 2024Q4: 4,429 shares; 2025Q1: 4,523 shares; 2025Q2: 2,234 shares; 2025Q3: 2,338 shares; 2025Q4: 2,232 shares; 2026Q1: 2,070 shares 2,070 $710K 0.1% -162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,600 shares; 2025Q4: 5,405 shares; 2026Q1: 5,532 shares 5,532 $700K 0.1% +127 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: 874 shares; 2024Q4: 980 shares; 2025Q1: 923 shares; 2025Q2: 1,049 shares; 2025Q3: 1,027 shares; 2025Q4: 12,679 shares; 2026Q1: 6,682 shares 6,682 $699K 0.1% -5,997 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: 2,770 shares; 2024Q4: 1,722 shares; 2025Q1: 1,767 shares; 2025Q2: 806 shares; 2025Q3: 820 shares; 2025Q4: 1,000 shares; 2026Q1: 1,154 shares 1,154 $697K 0.1% +154 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,985 shares; 2025Q3: 7,638 shares; 2025Q4: 9,031 shares; 2026Q1: 10,280 shares 10,280 $692K 0.1% +1,249 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,318 shares; 2025Q1: 3,089 shares; 2025Q2: 2,796 shares; 2025Q3: 3,495 shares; 2025Q4: 3,677 shares; 2026Q1: 5,567 shares 5,567 $683K 0.1% +1,890 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,149 shares; 2025Q2: 34,415 shares; 2025Q3: 30,775 shares; 2025Q4: 10,869 shares; 2026Q1: 16,061 shares 16,061 $669K 0.09% +5,192 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: 5,499 shares; 2024Q4: 5,597 shares; 2025Q1: 5,676 shares; 2025Q2: 3,273 shares; 2025Q3: 3,537 shares; 2025Q4: 2,322 shares; 2026Q1: 2,470 shares 2,470 $668K 0.09% +148 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,184 shares; 2025Q1: 2,268 shares; 2025Q2: 2,262 shares; 2025Q3: 2,250 shares; 2025Q4: 2,184 shares; 2026Q1: 2,403 shares 2,403 $661K 0.09% +219 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,098 shares; 2025Q4: 10,519 shares; 2026Q1: 11,043 shares 11,043 $649K 0.09% +524 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 421 shares; 2026Q1: 470 shares 470 $648K 0.09% +49 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,292 shares; 2025Q1: 1,289 shares; 2025Q2: 1,466 shares; 2025Q3: 1,576 shares; 2025Q4: 1,593 shares; 2026Q1: 1,475 shares 1,475 $638K 0.09% -118 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: 10,251 shares; 2025Q2: 57,710 shares; 2025Q3: 57,050 shares; 2025Q4: 45,084 shares; 2026Q1: 23,218 shares 23,218 $638K 0.09% -21,866 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: 6,914 shares; 2024Q4: not reported; 2025Q1: 7,149 shares; 2025Q2: 8,386 shares; 2025Q3: 8,774 shares; 2025Q4: 9,177 shares; 2026Q1: 8,753 shares 8,753 $630K 0.09% -424 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 9,427 shares; 2025Q3: 10,354 shares; 2025Q4: 11,683 shares; 2026Q1: 13,002 shares 13,002 $629K 0.09% +1,319 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,923 shares; 2025Q1: 4,163 shares; 2025Q2: 3,967 shares; 2025Q3: 3,924 shares; 2025Q4: 3,636 shares; 2026Q1: 4,016 shares 4,016 $624K 0.09% +380 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 45,250 shares; 2025Q4: 76,650 shares; 2026Q1: 80,650 shares 80,650 $619K 0.09% +4,000 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,926 shares; 2025Q3: 3,867 shares; 2025Q4: 4,894 shares; 2026Q1: 5,096 shares 5,096 $618K 0.09% +202 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: 14,436 shares; 2025Q4: 29,214 shares; 2026Q1: 35,144 shares 35,144 $617K 0.09% +5,930 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 7,025 shares; 2025Q1: 7,181 shares; 2025Q2: 8,037 shares; 2025Q3: 10,329 shares; 2025Q4: 9,463 shares; 2026Q1: 9,342 shares 9,342 $616K 0.09% -121 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,957 shares; 2025Q4: 3,109 shares; 2026Q1: 8,813 shares 8,813 $599K 0.08% +5,704 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,435 shares; 2026Q1: 8,177 shares 8,177 $598K 0.08% +1,742 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,620 shares; 2025Q1: 1,665 shares; 2025Q2: 1,656 shares; 2025Q3: 1,676 shares; 2025Q4: 1,729 shares; 2026Q1: 1,824 shares 1,824 $596K 0.08% +95 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: 4,353 shares; 2025Q3: 3,931 shares; 2025Q4: 3,126 shares; 2026Q1: 2,847 shares 2,847 $595K 0.08% -279 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: 3,725 shares; 2024Q4: 3,802 shares; 2025Q1: 3,902 shares; 2025Q2: 3,886 shares; 2025Q3: 3,734 shares; 2025Q4: 3,163 shares; 2026Q1: 2,909 shares 2,909 $591K 0.08% -254 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,548 shares; 2024Q4: 16,548 shares; 2025Q1: 16,539 shares; 2025Q2: 32,157 shares; 2025Q3: 32,511 shares; 2025Q4: 33,470 shares; 2026Q1: 32,520 shares 32,520 $588K 0.08% -950 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: 2,807 shares; 2025Q3: 3,551 shares; 2025Q4: 3,937 shares; 2026Q1: 4,633 shares 4,633 $585K 0.08% +696 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,627 shares; 2025Q1: 2,663 shares; 2025Q2: 2,651 shares; 2025Q3: 2,816 shares; 2025Q4: 2,785 shares; 2026Q1: 2,794 shares 2,794 $578K 0.08% +9 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,013 shares; 2024Q4: 33,125 shares; 2025Q1: 33,514 shares; 2025Q2: 34,131 shares; 2025Q3: 34,269 shares; 2025Q4: 35,504 shares; 2026Q1: 36,658 shares 36,658 $574K 0.08% +1,154 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: 2,340 shares; 2024Q4: 2,264 shares; 2025Q1: 2,365 shares; 2025Q2: 2,189 shares; 2025Q3: 2,171 shares; 2025Q4: 2,335 shares; 2026Q1: 2,720 shares 2,720 $571K 0.08% +385 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,957 shares; 2024Q4: 47,609 shares; 2025Q1: 50,690 shares; 2025Q2: 48,042 shares; 2025Q3: 47,215 shares; 2025Q4: 48,384 shares; 2026Q1: 49,284 shares 49,284 $569K 0.08% +900 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 13,716 shares; 2025Q1: 13,880 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares; 2025Q4: 13,923 shares; 2026Q1: 12,476 shares 12,476 $568K 0.08% -1,447 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 11,580 shares; 2026Q1: 10,128 shares 10,128 $567K 0.08% -1,452 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 9,310 shares; 2025Q1: 9,824 shares; 2025Q2: 10,357 shares; 2025Q3: 10,391 shares; 2025Q4: 9,255 shares; 2026Q1: 9,118 shares 9,118 $564K 0.08% -137 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: 8,863 shares; 2024Q4: 11,046 shares; 2025Q1: 10,830 shares; 2025Q2: 5,339 shares; 2025Q3: 5,403 shares; 2025Q4: 5,796 shares; 2026Q1: 5,723 shares 5,723 $563K 0.08% -73 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares; 2025Q4: 1,288 shares; 2026Q1: 1,432 shares 1,432 $561K 0.08% +144 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: 4,743 shares; 2024Q4: 5,239 shares; 2025Q1: 5,069 shares; 2025Q2: 5,213 shares; 2025Q3: 3,296 shares; 2025Q4: 3,074 shares; 2026Q1: 2,829 shares 2,829 $561K 0.08% -245 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 2,071 shares 2,071 $560K 0.08% +601 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 4,283 shares; 2026Q1: 6,494 shares 6,494 $559K 0.08% +2,211 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: not reported; 2025Q1: 8,246 shares; 2025Q2: 8,246 shares; 2025Q3: 8,256 shares; 2025Q4: 9,174 shares; 2026Q1: 8,207 shares 8,207 $559K 0.08% -967 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: 5,086 shares; 2024Q4: 15,258 shares; 2025Q1: 14,336 shares; 2025Q2: 14,269 shares; 2025Q3: 14,154 shares; 2025Q4: 14,686 shares; 2026Q1: 18,187 shares 18,187 $558K 0.08% +3,501 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 5,664 shares; 2025Q3: 5,148 shares; 2025Q4: 4,714 shares; 2026Q1: 4,107 shares 4,107 $556K 0.08% -607 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,619 shares; 2025Q1: 12,496 shares; 2025Q2: 12,729 shares; 2025Q3: 13,431 shares; 2025Q4: 13,584 shares; 2026Q1: 14,222 shares 14,222 $556K 0.08% +638 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: 1,037 shares; 2024Q4: 1,138 shares; 2025Q1: 1,163 shares; 2025Q2: 1,223 shares; 2025Q3: 1,600 shares; 2025Q4: 1,589 shares; 2026Q1: 1,904 shares 1,904 $556K 0.08% +315 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: 1,293 shares; 2024Q4: 1,219 shares; 2025Q1: 1,250 shares; 2025Q2: 1,272 shares; 2025Q3: 1,259 shares; 2025Q4: 1,276 shares; 2026Q1: 1,332 shares 1,332 $555K 0.08% +56 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 5,031 shares; 2025Q1: 5,425 shares; 2025Q2: 5,663 shares; 2025Q3: 5,756 shares; 2025Q4: 4,990 shares; 2026Q1: 5,731 shares 5,731 $553K 0.08% +741 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 2,094 shares; 2025Q1: 2,412 shares; 2025Q2: 2,503 shares; 2025Q3: 3,173 shares; 2025Q4: 4,391 shares; 2026Q1: 3,447 shares 3,447 $553K 0.08% -944 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,787 shares 3,787 $548K 0.08% new 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: 1,538 shares; 2024Q4: 1,581 shares; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 1,684 shares; 2025Q4: 2,179 shares; 2026Q1: 2,530 shares 2,530 $548K 0.08% +351 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 8,038 shares; 2025Q1: 8,137 shares; 2025Q2: 8,120 shares; 2025Q3: 8,102 shares; 2025Q4: 7,578 shares; 2026Q1: 7,553 shares 7,553 $547K 0.08% -25 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 2,861 shares; 2025Q1: 2,970 shares; 2025Q2: 2,853 shares; 2025Q3: 3,523 shares; 2025Q4: 5,826 shares; 2026Q1: 6,908 shares 6,908 $543K 0.08% +1,082 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: 912 shares; 2024Q4: 1,099 shares; 2025Q1: 1,199 shares; 2025Q2: 1,307 shares; 2025Q3: 1,480 shares; 2025Q4: 1,209 shares; 2026Q1: 1,649 shares 1,649 $542K 0.08% +440 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,386 shares; 2025Q2: 2,093 shares; 2025Q3: 3,204 shares; 2025Q4: 4,101 shares; 2026Q1: 3,984 shares 3,984 $539K 0.08% -117 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,085 shares; 2025Q3: 3,840 shares; 2025Q4: 3,546 shares; 2026Q1: 3,272 shares 3,272 $537K 0.08% -274 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: 9,977 shares; 2024Q4: 9,968 shares; 2025Q1: 9,937 shares; 2025Q2: 9,921 shares; 2025Q3: 11,622 shares; 2025Q4: 15,479 shares; 2026Q1: 15,265 shares 15,265 $536K 0.08% -214 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,293 shares 5,293 $530K 0.07% new Timeline DFUV 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: 5,716 shares; 2025Q4: 10,796 shares; 2026Q1: 10,796 shares 10,796 $523K 0.07% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 5,632 shares; 2025Q4: 6,309 shares; 2026Q1: 6,539 shares 6,539 $522K 0.07% +230 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 4,307 shares 4,307 $521K 0.07% +1,107 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 3,951 shares; 2025Q3: 5,111 shares; 2025Q4: 4,982 shares; 2026Q1: 5,509 shares 5,509 $514K 0.07% +527 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: 627 shares; 2025Q1: 676 shares; 2025Q2: 613 shares; 2025Q3: 739 shares; 2025Q4: 904 shares; 2026Q1: 936 shares 936 $503K 0.07% +32 Timeline IYW 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: 2,739 shares; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares 2,739 $497K 0.07% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 782 shares; 2025Q4: 879 shares; 2026Q1: 1,047 shares 1,047 $495K 0.07% +168 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 2,019 shares; 2025Q4: 2,392 shares; 2026Q1: 2,288 shares 2,288 $494K 0.07% -104 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 780 shares; 2025Q1: 766 shares; 2025Q2: 773 shares; 2025Q3: 839 shares; 2025Q4: 832 shares; 2026Q1: 826 shares 826 $494K 0.07% -6 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: 849 shares; 2024Q4: 862 shares; 2025Q1: 1,002 shares; 2025Q2: 977 shares; 2025Q3: 975 shares; 2025Q4: 944 shares; 2026Q1: 1,122 shares 1,122 $489K 0.07% +178 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,339 shares; 2024Q4: 9,976 shares; 2025Q1: 8,129 shares; 2025Q2: 8,241 shares; 2025Q3: 8,207 shares; 2025Q4: 8,484 shares; 2026Q1: 11,916 shares 11,916 $489K 0.07% +3,432 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: 12,953 shares; 2024Q4: 13,283 shares; 2025Q1: 13,772 shares; 2025Q2: 6,250 shares; 2025Q3: 7,782 shares; 2025Q4: 7,027 shares; 2026Q1: 5,598 shares 5,598 $485K 0.07% -1,429 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 684 shares; 2025Q1: 705 shares; 2025Q2: 671 shares; 2025Q3: 646 shares; 2025Q4: 674 shares; 2026Q1: 704 shares 704 $480K 0.07% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares; 2026Q1: 2,182 shares 2,182 $462K 0.06% +210 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 6,579 shares; 2025Q1: 6,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,044 shares; 2026Q1: 6,055 shares 6,055 $462K 0.06% +11 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 1,549 shares; 2026Q1: 1,189 shares 1,189 $462K 0.06% -360 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 5,062 shares; 2025Q4: 8,375 shares; 2026Q1: 5,674 shares 5,674 $456K 0.06% -2,701 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 5,735 shares; 2025Q1: 5,839 shares; 2025Q2: 5,741 shares; 2025Q3: 6,422 shares; 2025Q4: 6,311 shares; 2026Q1: 6,251 shares 6,251 $454K 0.06% -60 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,614 shares; 2025Q2: 9,052 shares; 2025Q3: 7,749 shares; 2025Q4: 4,111 shares; 2026Q1: 3,746 shares 3,746 $444K 0.06% -365 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,949 shares; 2025Q4: 2,758 shares; 2026Q1: 2,917 shares 2,917 $438K 0.06% +159 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: 8,696 shares; 2024Q4: 7,998 shares; 2025Q1: 8,422 shares; 2025Q2: 8,379 shares; 2025Q3: 7,796 shares; 2025Q4: 10,886 shares; 2026Q1: 9,601 shares 9,601 $434K 0.06% -1,285 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,632 shares; 2025Q4: 20,059 shares; 2026Q1: 22,520 shares 22,520 $433K 0.06% +2,461 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 582 shares; 2025Q4: 690 shares; 2026Q1: 1,108 shares 1,108 $433K 0.06% +418 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: 2,023 shares; 2024Q4: 2,197 shares; 2025Q1: 2,406 shares; 2025Q2: 2,488 shares; 2025Q3: 2,360 shares; 2025Q4: 1,467 shares; 2026Q1: 1,480 shares 1,480 $430K 0.06% +13 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: 13,294 shares; 2025Q2: 11,388 shares; 2025Q3: 8,250 shares; 2025Q4: 8,569 shares; 2026Q1: 10,537 shares 10,537 $430K 0.06% +1,968 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to 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: 44,818 shares; 2026Q1: 39,017 shares 39,017 $429K 0.06% -5,801 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,574 shares 6,574 $428K 0.06% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,108 shares; 2025Q1: 1,245 shares; 2025Q2: 1,196 shares; 2025Q3: 1,178 shares; 2025Q4: 1,266 shares; 2026Q1: 1,402 shares 1,402 $426K 0.06% +136 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,139 shares; 2025Q1: 3,463 shares; 2025Q2: 3,047 shares; 2025Q3: 2,944 shares; 2025Q4: 2,847 shares; 2026Q1: 2,949 shares 2,949 $422K 0.06% +102 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: 1,999 shares; 2025Q3: 2,815 shares; 2025Q4: 3,358 shares; 2026Q1: 3,220 shares 3,220 $422K 0.06% -138 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 921 shares; 2025Q1: 966 shares; 2025Q2: 912 shares; 2025Q3: 1,021 shares; 2025Q4: 1,345 shares; 2026Q1: 1,300 shares 1,300 $420K 0.06% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 3,088 shares; 2025Q4: 3,371 shares; 2026Q1: 3,895 shares 3,895 $412K 0.06% +524 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: 12,196 shares; 2024Q4: 9,436 shares; 2025Q1: 7,742 shares; 2025Q2: 6,030 shares; 2025Q3: 5,989 shares; 2025Q4: 6,517 shares; 2026Q1: 6,053 shares 6,053 $409K 0.06% -464 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,127 shares; 2025Q1: 1,170 shares; 2025Q2: 1,206 shares; 2025Q3: 1,234 shares; 2025Q4: 1,467 shares; 2026Q1: 1,534 shares 1,534 $408K 0.06% +67 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,315 shares; 2025Q1: 2,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,074 shares 1,074 $408K 0.06% +29 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,523 shares; 2025Q1: 1,720 shares; 2025Q2: 2,041 shares; 2025Q3: 1,784 shares; 2025Q4: 2,442 shares; 2026Q1: 2,142 shares 2,142 $406K 0.06% -300 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 2,600 shares; 2025Q1: 2,577 shares; 2025Q2: 1,324 shares; 2025Q3: 1,278 shares; 2025Q4: 1,182 shares; 2026Q1: 1,275 shares 1,275 $400K 0.06% +93 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 11,548 shares; 2025Q1: 11,519 shares; 2025Q2: 13,117 shares; 2025Q3: 7,738 shares; 2025Q4: 7,781 shares; 2026Q1: 7,854 shares 7,854 $398K 0.06% +73 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,878 shares; 2025Q2: 1,901 shares; 2025Q3: 1,902 shares; 2025Q4: 1,856 shares; 2026Q1: 1,880 shares 1,880 $397K 0.06% +24 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,668 shares; 2025Q3: 6,254 shares; 2025Q4: 7,553 shares; 2026Q1: 6,510 shares 6,510 $393K 0.05% -1,043 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: 3,977 shares; 2024Q4: 5,320 shares; 2025Q1: 5,576 shares; 2025Q2: 6,794 shares; 2025Q3: 5,715 shares; 2025Q4: 4,956 shares; 2026Q1: 6,251 shares 6,251 $392K 0.05% +1,295 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: 1,701 shares; 2024Q4: 1,577 shares; 2025Q1: 1,682 shares; 2025Q2: 1,666 shares; 2025Q3: 1,508 shares; 2025Q4: 1,672 shares; 2026Q1: 1,677 shares 1,677 $385K 0.05% +5 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 12,891 shares; 2025Q1: 12,902 shares; 2025Q2: 13,089 shares; 2025Q3: 13,163 shares; 2025Q4: 13,157 shares; 2026Q1: 13,698 shares 13,698 $382K 0.05% +541 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 4,737 shares; 2026Q1: 5,518 shares 5,518 $381K 0.05% +781 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,468 shares; 2025Q4: 4,428 shares; 2026Q1: 5,491 shares 5,491 $381K 0.05% +1,063 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,716 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,296 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares 3,883 $378K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,587 shares; 2025Q1: 1,684 shares; 2025Q2: 1,770 shares; 2025Q3: 1,595 shares; 2025Q4: 1,325 shares; 2026Q1: 1,315 shares 1,315 $377K 0.05% -10 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,374 shares; 2025Q3: 1,429 shares; 2025Q4: 1,405 shares; 2026Q1: 1,636 shares 1,636 $377K 0.05% +231 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: not reported; 2025Q3: 5,304 shares; 2025Q4: 5,304 shares; 2026Q1: 5,304 shares 5,304 $376K 0.05% 0 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: 1,279 shares; 2024Q4: 1,195 shares; 2025Q1: 1,210 shares; 2025Q2: 1,250 shares; 2025Q3: 1,195 shares; 2025Q4: 1,239 shares; 2026Q1: 1,162 shares 1,162 $373K 0.05% -77 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 2,595 shares; 2025Q3: 2,858 shares; 2025Q4: 3,811 shares; 2026Q1: 3,013 shares 3,013 $371K 0.05% -798 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,105 shares; 2025Q3: 4,846 shares; 2025Q4: 5,978 shares; 2026Q1: 6,276 shares 6,276 $370K 0.05% +298 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares; 2026Q1: 3,226 shares 3,226 $370K 0.05% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,395 shares; 2025Q4: 1,641 shares; 2026Q1: 1,815 shares 1,815 $370K 0.05% +174 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: not reported; 2024Q4: 4,024 shares; 2025Q1: 4,055 shares; 2025Q2: 4,754 shares; 2025Q3: 4,717 shares; 2025Q4: 4,829 shares; 2026Q1: 5,068 shares 5,068 $369K 0.05% +239 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,378 shares; 2025Q1: 1,297 shares; 2025Q2: 1,344 shares; 2025Q3: 1,330 shares; 2025Q4: 1,351 shares; 2026Q1: 1,326 shares 1,326 $368K 0.05% -25 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,361 shares; 2025Q1: 1,400 shares; 2025Q2: 1,482 shares; 2025Q3: 1,465 shares; 2025Q4: 975 shares; 2026Q1: 1,375 shares 1,375 $367K 0.05% +400 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 553 shares; 2026Q1: 659 shares 659 $362K 0.05% +106 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,138 shares; 2025Q4: 1,352 shares; 2026Q1: 1,294 shares 1,294 $361K 0.05% -58 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS 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: 7,306 shares; 2025Q3: 7,950 shares; 2025Q4: 9,049 shares; 2026Q1: 9,178 shares 9,178 $358K 0.05% +129 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: 978 shares; 2024Q4: 919 shares; 2025Q1: 993 shares; 2025Q2: 970 shares; 2025Q3: 912 shares; 2025Q4: 903 shares; 2026Q1: 896 shares 896 $355K 0.05% -7 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,652 shares; 2025Q1: 4,649 shares; 2025Q2: 4,604 shares; 2025Q3: 4,546 shares; 2025Q4: 4,434 shares; 2026Q1: 4,512 shares 4,512 $354K 0.05% +78 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,625 shares; 2026Q1: 7,228 shares 7,228 $352K 0.05% +603 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,365 shares; 2025Q2: 41,073 shares; 2025Q3: 41,205 shares; 2025Q4: 41,095 shares; 2026Q1: 41,574 shares 41,574 $351K 0.05% +479 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: 8,916 shares; 2024Q4: 9,306 shares; 2025Q1: 9,460 shares; 2025Q2: 9,699 shares; 2025Q3: 8,705 shares; 2025Q4: 8,117 shares; 2026Q1: 8,597 shares 8,597 $348K 0.05% +480 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,444 shares; 2025Q1: 6,237 shares; 2025Q2: 2,392 shares; 2025Q3: 2,189 shares; 2025Q4: 2,109 shares; 2026Q1: 2,083 shares 2,083 $346K 0.05% -26 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,298 shares; 2025Q3: not reported; 2025Q4: 11,594 shares; 2026Q1: 10,364 shares 10,364 $339K 0.05% -1,230 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: 1,250 shares; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 868 shares; 2025Q3: 1,045 shares; 2025Q4: 1,190 shares; 2026Q1: 1,169 shares 1,169 $336K 0.05% -21 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: 2,768 shares; 2025Q4: not reported; 2026Q1: 2,458 shares 2,458 $334K 0.05% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,087 shares; 2025Q1: 5,067 shares; 2025Q2: 5,119 shares; 2025Q3: 5,357 shares; 2025Q4: 5,307 shares; 2026Q1: 7,035 shares 7,035 $334K 0.05% +1,728 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares; 2026Q1: 2,996 shares 2,996 $332K 0.05% +449 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,694 shares; 2026Q1: 21,077 shares 21,077 $331K 0.05% -617 Timeline AIQ 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: 7,646 shares; 2025Q4: 7,106 shares; 2026Q1: 7,010 shares 7,010 $327K 0.05% -96 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 16,077 shares; 2025Q1: 15,470 shares; 2025Q2: 4,284 shares; 2025Q3: 3,337 shares; 2025Q4: 2,595 shares; 2026Q1: 2,895 shares 2,895 $325K 0.05% +300 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,121 shares; 2024Q4: 40,591 shares; 2025Q1: not reported; 2025Q2: 30,067 shares; 2025Q3: 31,080 shares; 2025Q4: 30,383 shares; 2026Q1: 30,269 shares 30,269 $325K 0.05% -114 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: 6,470 shares; 2024Q4: 7,310 shares; 2025Q1: 6,079 shares; 2025Q2: 6,881 shares; 2025Q3: 5,398 shares; 2025Q4: 11,288 shares; 2026Q1: 10,142 shares 10,142 $325K 0.05% -1,146 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 451 shares; 2025Q1: 442 shares; 2025Q2: 482 shares; 2025Q3: 582 shares; 2025Q4: 628 shares; 2026Q1: 722 shares 722 $321K 0.04% +94 Timeline BOTZ 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: 10,658 shares; 2025Q4: 9,767 shares; 2026Q1: 9,599 shares 9,599 $319K 0.04% -168 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,737 shares; 2026Q1: 3,888 shares 3,888 $318K 0.04% +1,151 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,674 shares; 2025Q1: 62,674 shares; 2025Q2: 62,674 shares; 2025Q3: 62,607 shares; 2025Q4: 62,607 shares; 2026Q1: 37,222 shares 37,222 $317K 0.04% -25,385 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,308 shares; 2025Q3: 3,472 shares; 2025Q4: 3,083 shares; 2026Q1: 2,798 shares 2,798 $317K 0.04% -285 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: 1,948 shares; 2025Q2: 2,535 shares; 2025Q3: 2,552 shares; 2025Q4: 2,373 shares; 2026Q1: 2,403 shares 2,403 $315K 0.04% +30 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,471 shares; 2025Q2: 3,758 shares; 2025Q3: 3,680 shares; 2025Q4: 3,630 shares; 2026Q1: 3,435 shares 3,435 $312K 0.04% -195 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: 1,206 shares; 2025Q4: 1,241 shares; 2026Q1: 1,257 shares 1,257 $311K 0.04% +16 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,744 shares 4,744 $308K 0.04% new 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: 4,676 shares; 2024Q4: 4,495 shares; 2025Q1: 4,648 shares; 2025Q2: 1,799 shares; 2025Q3: 1,734 shares; 2025Q4: 1,567 shares; 2026Q1: 1,573 shares 1,573 $308K 0.04% +6 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,367 shares; 2025Q3: 15,367 shares; 2025Q4: 15,349 shares; 2026Q1: 16,455 shares 16,455 $308K 0.04% +1,106 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,905 shares; 2025Q2: not reported; 2025Q3: 4,572 shares; 2025Q4: 4,910 shares; 2026Q1: 5,031 shares 5,031 $307K 0.04% +121 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares 1,035 $307K 0.04% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,534 shares; 2026Q1: 3,245 shares 3,245 $305K 0.04% +711 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 3,789 shares; 2025Q1: 3,602 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,961 shares 3,961 $298K 0.04% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 469 shares 469 $298K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 3,831 shares; 2025Q1: 4,040 shares; 2025Q2: 4,233 shares; 2025Q3: 4,111 shares; 2025Q4: 3,587 shares; 2026Q1: 3,660 shares 3,660 $296K 0.04% +73 Timeline DFSB 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: 4,274 shares; 2025Q2: 4,724 shares; 2025Q3: 4,724 shares; 2025Q4: 5,673 shares; 2026Q1: 5,715 shares 5,715 $296K 0.04% +42 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 542 shares 542 $292K 0.04% +114 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,713 shares; 2025Q1: 2,641 shares; 2025Q2: 2,580 shares; 2025Q3: 3,227 shares; 2025Q4: 3,286 shares; 2026Q1: 3,232 shares 3,232 $292K 0.04% -54 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 12,760 shares; 2025Q1: 11,697 shares; 2025Q2: 12,800 shares; 2025Q3: 12,813 shares; 2025Q4: 14,087 shares; 2026Q1: 13,787 shares 13,787 $292K 0.04% -300 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,666 shares; 2025Q4: 1,668 shares; 2026Q1: 1,851 shares 1,851 $291K 0.04% +183 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: 4,420 shares; 2025Q3: 4,422 shares; 2025Q4: 5,220 shares; 2026Q1: 4,552 shares 4,552 $290K 0.04% -668 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,098 shares; 2025Q4: 9,278 shares; 2026Q1: 8,574 shares 8,574 $287K 0.04% -704 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,091 shares; 2025Q4: 1,151 shares; 2026Q1: 1,155 shares 1,155 $287K 0.04% +4 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: 3,796 shares; 2026Q1: 4,473 shares 4,473 $287K 0.04% +677 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,366 shares; 2025Q3: 10,649 shares; 2025Q4: 13,649 shares; 2026Q1: 12,007 shares 12,007 $286K 0.04% -1,642 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: 539 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 654 shares 654 $286K 0.04% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,552 shares; 2025Q1: 2,616 shares; 2025Q2: 2,619 shares; 2025Q3: 2,621 shares; 2025Q4: 2,551 shares; 2026Q1: 2,597 shares 2,597 $285K 0.04% +46 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,011 shares 2,011 $281K 0.04% +11 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 13,899 shares; 2025Q1: 14,082 shares; 2025Q2: 6,698 shares; 2025Q3: 6,819 shares; 2025Q4: 6,714 shares; 2026Q1: 6,487 shares 6,487 $280K 0.04% -227 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 872 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 775 shares; 2026Q1: 755 shares 755 $280K 0.04% -20 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,662 shares; 2026Q1: 5,411 shares 5,411 $278K 0.04% -1,251 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares; 2026Q1: 1,103 shares 1,103 $276K 0.04% +12 Timeline OCC OPTICAL CABLE CORP More: the full row for OPTICAL CABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,031 shares; 2024Q4: 161,076 shares; 2025Q1: 115,196 shares; 2025Q2: 331,471 shares; 2025Q3: 256,534 shares; 2025Q4: 43,393 shares; 2026Q1: 33,393 shares 33,393 $275K 0.04% -10,000 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: 70 shares; 2024Q4: 69 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 97 shares; 2025Q4: 66 shares; 2026Q1: 80 shares 80 $271K 0.04% +14 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,094 shares; 2025Q3: 10,865 shares; 2025Q4: 9,864 shares; 2026Q1: 11,260 shares 11,260 $268K 0.04% +1,396 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,486 shares; 2026Q1: 4,931 shares 4,931 $268K 0.04% +445 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 1,705 shares; 2025Q3: 1,636 shares; 2025Q4: 1,620 shares; 2026Q1: 1,441 shares 1,441 $266K 0.04% -179 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares; 2026Q1: 2,229 shares 2,229 $265K 0.04% +26 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 9,259 shares; 2025Q1: 9,661 shares; 2025Q2: 2,503 shares; 2025Q3: 2,502 shares; 2025Q4: 2,797 shares; 2026Q1: 1,798 shares 1,798 $261K 0.04% -999 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,816 shares 2,816 $260K 0.04% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $258K 0.04% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares; 2026Q1: 2,399 shares 2,399 $257K 0.04% -34 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 829 shares; 2025Q4: 840 shares; 2026Q1: 913 shares 913 $257K 0.04% +73 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: 1,006 shares 1,006 $252K 0.04% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 1,896 shares 1,896 $250K 0.03% +293 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 886 shares; 2025Q3: 911 shares; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $249K 0.03% new 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: 2,130 shares; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,708 shares; 2025Q3: 1,706 shares; 2025Q4: 1,747 shares; 2026Q1: 1,835 shares 1,835 $248K 0.03% +88 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,168 shares; 2025Q1: 2,171 shares; 2025Q2: 2,066 shares; 2025Q3: 2,641 shares; 2025Q4: 2,570 shares; 2026Q1: 2,255 shares 2,255 $247K 0.03% -315 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares; 2026Q1: 1,218 shares 1,218 $244K 0.03% -224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 698 shares 698 $241K 0.03% new Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,522 shares; 2024Q4: 7,522 shares; 2025Q1: 7,540 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares; 2025Q4: 7,335 shares; 2026Q1: 6,155 shares 6,155 $240K 0.03% -1,180 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,835 shares 1,835 $240K 0.03% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 3,401 shares; 2025Q1: 2,777 shares; 2025Q2: 2,529 shares; 2025Q3: 2,396 shares; 2025Q4: 2,288 shares; 2026Q1: 1,921 shares 1,921 $239K 0.03% -367 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares 339 $238K 0.03% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,440 shares 1,440 $238K 0.03% +183 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,551 shares; 2025Q3: 1,532 shares; 2025Q4: 1,584 shares; 2026Q1: 1,613 shares 1,613 $236K 0.03% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares 720 $234K 0.03% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,036 shares; 2025Q4: not reported; 2026Q1: 944 shares 944 $233K 0.03% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,194 shares 1,194 $233K 0.03% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 901 shares 901 $232K 0.03% 0 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: 3,864 shares; 2024Q4: 4,176 shares; 2025Q1: not reported; 2025Q2: 3,654 shares; 2025Q3: 3,793 shares; 2025Q4: not reported; 2026Q1: 3,579 shares 3,579 $231K 0.03% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,733 shares; 2026Q1: 4,086 shares 4,086 $231K 0.03% +353 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,447 shares; 2025Q1: 2,626 shares; 2025Q2: 2,749 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,701 shares 2,701 $230K 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,988 shares 1,988 $228K 0.03% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,733 shares; 2025Q1: 3,688 shares; 2025Q2: 3,753 shares; 2025Q3: 3,938 shares; 2025Q4: 3,775 shares; 2026Q1: 3,783 shares 3,783 $228K 0.03% +8 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: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 310 shares; 2025Q4: 322 shares; 2026Q1: 311 shares 311 $226K 0.03% -11 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 5,833 shares; 2025Q1: 6,175 shares; 2025Q2: 6,462 shares; 2025Q3: 7,323 shares; 2025Q4: 3,962 shares; 2026Q1: 3,893 shares 3,893 $224K 0.03% -69 Timeline SKYY 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: 2,030 shares 2,030 $222K 0.03% new Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,148 shares 6,148 $222K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: not reported; 2025Q1: 3,843 shares; 2025Q2: 4,421 shares; 2025Q3: 4,176 shares; 2025Q4: 3,372 shares; 2026Q1: 3,082 shares 3,082 $221K 0.03% -290 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: 3,894 shares; 2024Q4: 3,894 shares; 2025Q1: 3,894 shares; 2025Q2: 3,720 shares; 2025Q3: 3,427 shares; 2025Q4: 3,427 shares; 2026Q1: 1,968 shares 1,968 $221K 0.03% -1,459 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 11,429 shares; 2025Q1: 10,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,369 shares 4,369 $220K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,248 shares 2,248 $218K 0.03% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares 2,320 $217K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 882 shares; 2025Q1: 1,000 shares; 2025Q2: 992 shares; 2025Q3: 914 shares; 2025Q4: not reported; 2026Q1: 834 shares 834 $217K 0.03% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,193 shares; 2025Q2: 2,889 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,101 shares 2,101 $216K 0.03% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 944 shares 944 $216K 0.03% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,608 shares 1,608 $214K 0.03% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,213 shares 8,213 $213K 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares 193 $210K 0.03% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,648 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,074 shares 3,074 $206K 0.03% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares 523 $206K 0.03% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,982 shares; 2025Q3: 8,394 shares; 2025Q4: 8,128 shares; 2026Q1: 6,898 shares 6,898 $205K 0.03% -1,230 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823 shares 823 $205K 0.03% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 2,160 shares 2,160 $205K 0.03% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,843 shares 1,843 $202K 0.03% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,216 shares 1,216 $201K 0.03% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 850 shares; 2025Q1: 860 shares; 2025Q2: 850 shares; 2025Q3: 801 shares; 2025Q4: 1,131 shares; 2026Q1: 925 shares 925 $201K 0.03% -206 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,336 shares 3,336 $200K 0.03% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,006 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,005 shares; 2026Q1: 13,024 shares 13,024 $176K 0.02% +2,019 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,850 shares; 2025Q4: 14,027 shares; 2026Q1: 10,542 shares 10,542 $151K 0.02% -3,485 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,965 shares; 2025Q4: 22,435 shares; 2026Q1: 10,943 shares 10,943 $71.9K 0.01% -11,492 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,124 shares; 2026Q1: 19,000 shares 19,000 $54.7K 0.01% -124 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,694 shares 16,694 $9.73K <0.01% new Timeline