USFR 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: restricted; 2024Q4: 251,115 shares; 2025Q1: 291,160 shares; 2025Q2: 195,937 shares; 2025Q3: 331,165 shares; 2025Q4: 295,493 shares; 2026Q1: 244,499 shares 244,499 $12.3M 9.04% -50,994 Timeline EPI 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: restricted; 2024Q4: 121,803 shares; 2025Q1: 125,352 shares; 2025Q2: 126,595 shares; 2025Q3: not reported; 2025Q4: 131,987 shares; 2026Q1: 137,944 shares 137,944 $5.63M 4.13% +5,957 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,115 shares; 2025Q3: 60,074 shares; 2025Q4: 59,096 shares; 2026Q1: 53,530 shares 53,530 $5.35M 3.92% -5,566 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: restricted; 2024Q4: 11,040 shares; 2025Q1: 10,701 shares; 2025Q2: 9,017 shares; 2025Q3: 9,044 shares; 2025Q4: 9,115 shares; 2026Q1: 9,409 shares 9,409 $4.51M 3.31% +294 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,025 shares; 2025Q1: 99,091 shares; 2025Q2: 96,095 shares; 2025Q3: 93,407 shares; 2025Q4: 99,097 shares; 2026Q1: 82,738 shares 82,738 $4.28M 3.14% -16,359 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: restricted; 2024Q4: 12,800 shares; 2025Q1: 12,470 shares; 2025Q2: 10,975 shares; 2025Q3: 11,140 shares; 2025Q4: 11,789 shares; 2026Q1: 11,865 shares 11,865 $4.17M 3.07% +76 Timeline DGS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,861 shares; 2026Q1: 67,567 shares 67,567 $4.06M 2.98% +1,706 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,907 shares 66,907 $4.06M 2.98% new 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: restricted; 2024Q4: 14,466 shares; 2025Q1: 14,381 shares; 2025Q2: 14,403 shares; 2025Q3: 14,647 shares; 2025Q4: 16,129 shares; 2026Q1: 18,698 shares 18,698 $3.93M 2.88% +2,569 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,477 shares 50,477 $3.89M 2.86% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,649 shares; 2025Q1: 11,847 shares; 2025Q2: 19,156 shares; 2025Q3: 18,406 shares; 2025Q4: 19,066 shares; 2026Q1: 18,541 shares 18,541 $3.86M 2.84% -525 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,557 shares; 2025Q1: 4,651 shares; 2025Q2: 4,484 shares; 2025Q3: 4,496 shares; 2025Q4: 9,438 shares; 2026Q1: 9,679 shares 9,679 $3.31M 2.43% +241 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,516 shares; 2025Q4: 4,506 shares; 2026Q1: 4,449 shares 4,449 $3.24M 2.38% -57 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: restricted; 2024Q4: 16,804 shares; 2025Q1: 16,898 shares; 2025Q2: 17,762 shares; 2025Q3: 19,130 shares; 2025Q4: 26,206 shares; 2026Q1: 26,332 shares 26,332 $3.19M 2.34% +126 Timeline ILF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,938 shares; 2026Q1: 88,292 shares 88,292 $3.14M 2.3% +1,354 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: restricted; 2024Q4: 14,414 shares; 2025Q1: 14,372 shares; 2025Q2: 13,061 shares; 2025Q3: 16,401 shares; 2025Q4: 12,396 shares; 2026Q1: 12,333 shares 12,333 $3.13M 2.3% -63 Timeline SMIN 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: restricted; 2024Q4: 37,810 shares; 2025Q1: 46,552 shares; 2025Q2: 49,555 shares; 2025Q3: 46,618 shares; 2025Q4: 48,656 shares; 2026Q1: 51,900 shares 51,900 $3.11M 2.28% +3,244 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: restricted; 2024Q4: 11,346 shares; 2025Q1: 11,296 shares; 2025Q2: 11,716 shares; 2025Q3: 22,238 shares; 2025Q4: 22,202 shares; 2026Q1: 19,930 shares 19,930 $3.05M 2.24% -2,272 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,229 shares; 2025Q3: 25,612 shares; 2025Q4: 67,324 shares; 2026Q1: 37,207 shares 37,207 $3.01M 2.21% -30,117 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: restricted; 2024Q4: not reported; 2025Q1: 105,097 shares; 2025Q2: 96,545 shares; 2025Q3: 85,900 shares; 2025Q4: 92,129 shares; 2026Q1: 50,039 shares 50,039 $2.94M 2.16% -42,090 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 992 shares; 2026Q1: 1,641 shares 1,641 $2.84M 2.08% +649 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: restricted; 2024Q4: 25,442 shares; 2025Q1: 24,778 shares; 2025Q2: 22,055 shares; 2025Q3: 14,462 shares; 2025Q4: 12,273 shares; 2026Q1: 9,854 shares 9,854 $2.83M 2.08% -2,419 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,794 shares; 2025Q1: 18,782 shares; 2025Q2: 19,460 shares; 2025Q3: 19,107 shares; 2025Q4: 20,246 shares; 2026Q1: 20,465 shares 20,465 $2.71M 1.99% +219 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,407 shares 33,407 $2.64M 1.94% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,393 shares; 2025Q1: 40,332 shares; 2025Q2: 47,757 shares; 2025Q3: 45,975 shares; 2025Q4: 69,523 shares; 2026Q1: 108,675 shares 108,675 $2.47M 1.81% +39,152 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,840 shares; 2025Q4: 12,962 shares; 2026Q1: 29,746 shares 29,746 $2.46M 1.81% +16,784 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: restricted; 2024Q4: 11,958 shares; 2025Q1: 11,941 shares; 2025Q2: 10,279 shares; 2025Q3: 9,725 shares; 2025Q4: 10,525 shares; 2026Q1: 10,157 shares 10,157 $2.4M 1.76% -368 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: restricted; 2024Q4: 6,503 shares; 2025Q1: 6,603 shares; 2025Q2: 5,410 shares; 2025Q3: 4,725 shares; 2025Q4: 2,967 shares; 2026Q1: 3,083 shares 3,083 $2.25M 1.65% +116 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,565 shares; 2025Q4: 72,833 shares; 2026Q1: 117,399 shares 117,399 $2.22M 1.63% +44,566 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,226 shares; 2025Q1: 19,797 shares; 2025Q2: 27,476 shares; 2025Q3: 13,736 shares; 2025Q4: 11,272 shares; 2026Q1: 11,138 shares 11,138 $2.2M 1.61% -134 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,483 shares; 2026Q1: 19,966 shares 19,966 $2.16M 1.59% +1,483 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: restricted; 2024Q4: 31,540 shares; 2025Q1: 31,317 shares; 2025Q2: 25,207 shares; 2025Q3: 25,935 shares; 2025Q4: 29,690 shares; 2026Q1: 22,191 shares 22,191 $2.14M 1.57% -7,499 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,963 shares; 2025Q3: 44,835 shares; 2025Q4: 60,723 shares; 2026Q1: 65,334 shares 65,334 $2.09M 1.54% +4,611 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,580 shares; 2025Q1: 42,231 shares; 2025Q2: 44,503 shares; 2025Q3: 56,128 shares; 2025Q4: 49,297 shares; 2026Q1: 45,031 shares 45,031 $2.09M 1.53% -4,266 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,871 shares; 2026Q1: 56,486 shares 56,486 $1.88M 1.38% +2,615 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 198,527 shares; 2025Q1: 201,858 shares; 2025Q2: 221,743 shares; 2025Q3: 223,884 shares; 2025Q4: 380,434 shares; 2026Q1: 506,025 shares 506,025 $1.85M 1.36% +125,591 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,470 shares; 2025Q4: 18,069 shares; 2026Q1: 15,034 shares 15,034 $1.81M 1.33% -3,035 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,222 shares; 2025Q1: 52,439 shares; 2025Q2: 54,914 shares; 2025Q3: 57,715 shares; 2025Q4: 70,688 shares; 2026Q1: 92,710 shares 92,710 $1.7M 1.25% +22,022 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,355 shares; 2025Q1: 24,875 shares; 2025Q2: 21,411 shares; 2025Q3: 15,872 shares; 2025Q4: 5,593 shares; 2026Q1: 4,962 shares 4,962 $1.68M 1.23% -631 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,964 shares; 2025Q1: 42,634 shares; 2025Q2: 48,871 shares; 2025Q3: 32,364 shares; 2025Q4: 29,798 shares; 2026Q1: 8,054 shares 8,054 $1.45M 1.06% -21,744 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,476 shares; 2025Q3: 12,801 shares; 2025Q4: 3,349 shares; 2026Q1: 3,486 shares 3,486 $1.42M 1.04% +137 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,218 shares; 2026Q1: 1,359 shares 1,359 $1.35M 0.99% +141 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: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,134 shares; 2025Q2: 3,215 shares; 2025Q3: 3,111 shares; 2025Q4: 3,170 shares; 2026Q1: 3,281 shares 3,281 $1.28M 0.94% +111 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,169 shares; 2025Q1: 29,474 shares; 2025Q2: 30,457 shares; 2025Q3: 30,615 shares; 2025Q4: 32,744 shares; 2026Q1: 33,159 shares 33,159 $1.25M 0.92% +415 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,488 shares; 2025Q1: 16,735 shares; 2025Q2: 18,374 shares; 2025Q3: 8,641 shares; 2025Q4: 8,974 shares; 2026Q1: 9,135 shares 9,135 $1.08M 0.79% +161 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,509 shares; 2025Q1: 45,433 shares; 2025Q2: 45,946 shares; 2025Q3: 45,907 shares; 2025Q4: 46,435 shares; 2026Q1: 48,287 shares 48,287 $820K 0.6% +1,852 Timeline SHV 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: restricted; 2024Q4: 9,655 shares; 2025Q1: 9,655 shares; 2025Q2: 7,312 shares; 2025Q3: 5,890 shares; 2025Q4: 5,655 shares; 2026Q1: 5,551 shares 5,551 $613K 0.45% -104 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: restricted; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $233K 0.17% 0 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,690 shares; 2025Q1: 63,184 shares; 2025Q2: 104,683 shares; 2025Q3: 104,824 shares; 2025Q4: 115,610 shares; 2026Q1: 16,296 shares 16,296 $133K 0.1% -99,314 Timeline