SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294,981 shares; 2025Q4: 434,372 shares; 2026Q1: 1,158,465 shares 1,158,465 $88.7M 8.65% +724,093 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: 81,591 shares; 2024Q4: 89,364 shares; 2025Q1: 86,755 shares; 2025Q2: 1,232,520 shares; 2025Q3: 1,257,516 shares; 2025Q4: 1,249,244 shares; 2026Q1: 1,169,707 shares 1,169,707 $75M 7.31% -79,537 Timeline SCHO 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: 528,070 shares; 2024Q4: 1,057,851 shares; 2025Q1: 1,920,372 shares; 2025Q2: 1,834,600 shares; 2025Q3: 1,982,002 shares; 2025Q4: 2,072,234 shares; 2026Q1: 2,112,985 shares 2,112,985 $51.3M 5% +40,751 Timeline STIP 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: 354,325 shares; 2024Q4: 380,738 shares; 2025Q1: 398,597 shares; 2025Q2: 391,145 shares; 2025Q3: 401,915 shares; 2025Q4: 408,434 shares; 2026Q1: 418,646 shares 418,646 $43.3M 4.22% +10,212 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: 1,185,633 shares; 2024Q4: 3,597,636 shares; 2025Q1: 3,538,710 shares; 2025Q2: 3,323,058 shares; 2025Q3: 2,358,936 shares; 2025Q4: 2,228,967 shares; 2026Q1: 1,348,255 shares 1,348,255 $41.4M 4.03% -880,712 Timeline BIV 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: 271,519 shares; 2024Q4: 260,548 shares; 2025Q1: 376,555 shares; 2025Q2: 392,430 shares; 2025Q3: 428,087 shares; 2025Q4: 449,171 shares; 2026Q1: 465,127 shares 465,127 $35.9M 3.5% +15,956 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: 127,411 shares; 2024Q4: 122,808 shares; 2025Q1: 122,776 shares; 2025Q2: 127,131 shares; 2025Q3: 135,972 shares; 2025Q4: 140,686 shares; 2026Q1: 139,611 shares 139,611 $35.4M 3.46% -1,075 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: 466,478 shares; 2024Q4: 467,752 shares; 2025Q1: 498,240 shares; 2025Q2: 498,485 shares; 2025Q3: 452,212 shares; 2025Q4: 412,627 shares; 2026Q1: 319,679 shares 319,679 $35.1M 3.42% -92,948 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,323 shares; 2024Q4: 640,170 shares; 2025Q1: 768,724 shares; 2025Q2: 946,565 shares; 2025Q3: 1,028,465 shares; 2025Q4: 1,067,741 shares; 2026Q1: 1,044,217 shares 1,044,217 $34.8M 3.4% -23,524 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 401,177 shares; 2025Q1: 811,847 shares; 2025Q2: 879,311 shares; 2025Q3: 967,446 shares; 2025Q4: 1,005,869 shares; 2026Q1: 977,159 shares 977,159 $24.7M 2.41% -28,710 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,470 shares; 2024Q4: 453,945 shares; 2025Q1: 560,680 shares; 2025Q2: 659,164 shares; 2025Q3: 717,550 shares; 2025Q4: 766,998 shares; 2026Q1: 728,079 shares 728,079 $24.6M 2.4% -38,919 Timeline SUB 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: 64,384 shares; 2024Q4: 67,939 shares; 2025Q1: 185,386 shares; 2025Q2: 198,105 shares; 2025Q3: 216,105 shares; 2025Q4: 217,652 shares; 2026Q1: 230,341 shares 230,341 $24.5M 2.39% +12,689 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: 70,482 shares; 2024Q4: 72,909 shares; 2025Q1: 77,788 shares; 2025Q2: 87,283 shares; 2025Q3: 143,577 shares; 2025Q4: 138,047 shares; 2026Q1: 132,710 shares 132,710 $23.1M 2.26% -5,337 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: 83,220 shares; 2024Q4: 84,640 shares; 2025Q1: 81,151 shares; 2025Q2: 63,760 shares; 2025Q3: 60,961 shares; 2025Q4: 51,904 shares; 2026Q1: 47,476 shares 47,476 $20.7M 2.02% -4,428 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270,797 shares; 2025Q1: 244,609 shares; 2025Q2: 180,500 shares; 2025Q3: 186,186 shares; 2025Q4: 191,280 shares; 2026Q1: 217,865 shares 217,865 $16M 1.56% +26,585 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: 29,665 shares; 2024Q4: 27,316 shares; 2025Q1: 26,762 shares; 2025Q2: 26,183 shares; 2025Q3: 27,052 shares; 2025Q4: 43,850 shares; 2026Q1: 46,852 shares 46,852 $13.8M 1.34% +3,002 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: 31,142 shares; 2024Q4: 29,351 shares; 2025Q1: 30,449 shares; 2025Q2: 34,228 shares; 2025Q3: 38,178 shares; 2025Q4: 37,831 shares; 2026Q1: 36,854 shares 36,854 $13.6M 1.33% -977 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: 54,179 shares; 2024Q4: 73,771 shares; 2025Q1: 90,639 shares; 2025Q2: 111,682 shares; 2025Q3: 113,397 shares; 2025Q4: 116,974 shares; 2026Q1: 105,491 shares 105,491 $13.1M 1.28% -11,483 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: 37,716 shares; 2024Q4: 37,295 shares; 2025Q1: 37,389 shares; 2025Q2: 39,709 shares; 2025Q3: 40,166 shares; 2025Q4: 39,986 shares; 2026Q1: 41,793 shares 41,793 $12M 1.17% +1,807 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: 42,761 shares; 2024Q4: 41,985 shares; 2025Q1: 43,277 shares; 2025Q2: 46,969 shares; 2025Q3: 49,830 shares; 2025Q4: 50,814 shares; 2026Q1: 54,638 shares 54,638 $11.4M 1.11% +3,824 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: 29,913 shares; 2024Q4: 29,785 shares; 2025Q1: 28,582 shares; 2025Q2: 32,163 shares; 2025Q3: 30,920 shares; 2025Q4: 31,253 shares; 2026Q1: 37,295 shares 37,295 $10.7M 1.05% +6,042 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,347 shares; 2024Q4: 666,053 shares; 2025Q1: 793,295 shares; 2025Q2: 803,755 shares; 2025Q3: 722,745 shares; 2025Q4: 713,135 shares; 2026Q1: 347,439 shares 347,439 $10.1M 0.99% -365,696 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: 40,735 shares; 2024Q4: 35,125 shares; 2025Q1: 33,189 shares; 2025Q2: 30,914 shares; 2025Q3: 31,276 shares; 2025Q4: 27,003 shares; 2026Q1: 26,358 shares 26,358 $8.16M 0.8% -645 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: not reported; 2025Q1: 257,235 shares; 2025Q2: 269,722 shares; 2025Q3: 283,045 shares; 2025Q4: 289,648 shares; 2026Q1: 309,770 shares 309,770 $8.12M 0.79% +20,122 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: 14,372 shares; 2024Q4: 14,051 shares; 2025Q1: 14,135 shares; 2025Q2: 14,198 shares; 2025Q3: 14,013 shares; 2025Q4: 13,899 shares; 2026Q1: 16,336 shares 16,336 $7.83M 0.76% +2,437 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 7,831 shares; 2025Q1: 7,821 shares; 2025Q2: 7,711 shares; 2025Q3: 9,236 shares; 2025Q4: 11,933 shares; 2026Q1: 138,909 shares 138,909 $7.51M 0.73% +126,976 Timeline VTWO 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: 120,741 shares; 2024Q4: 89,875 shares; 2025Q1: 74,337 shares; 2025Q2: 55,912 shares; 2025Q3: 53,626 shares; 2025Q4: 52,968 shares; 2026Q1: 70,784 shares 70,784 $7.09M 0.69% +17,816 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: 8,863 shares; 2024Q4: 8,517 shares; 2025Q1: 9,545 shares; 2025Q2: 9,655 shares; 2025Q3: 9,949 shares; 2025Q4: 9,541 shares; 2026Q1: 10,864 shares 10,864 $6.22M 0.61% +1,323 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: 19,303 shares; 2024Q4: 19,836 shares; 2025Q1: 19,950 shares; 2025Q2: 21,143 shares; 2025Q3: 20,399 shares; 2025Q4: 20,105 shares; 2026Q1: 20,296 shares 20,296 $6.13M 0.6% +191 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: 19,111 shares; 2024Q4: 21,517 shares; 2025Q1: 20,620 shares; 2025Q2: 23,727 shares; 2025Q3: 24,221 shares; 2025Q4: 24,623 shares; 2026Q1: 24,220 shares 24,220 $5.92M 0.58% -403 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: 4,303 shares; 2024Q4: 5,303 shares; 2025Q1: 5,808 shares; 2025Q2: 5,903 shares; 2025Q3: 6,630 shares; 2025Q4: 7,686 shares; 2026Q1: 9,456 shares 9,456 $5.65M 0.55% +1,770 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: 47,566 shares; 2024Q4: 50,541 shares; 2025Q1: 58,751 shares; 2025Q2: 61,835 shares; 2025Q3: 60,149 shares; 2025Q4: 60,521 shares; 2026Q1: 58,062 shares 58,062 $4.57M 0.45% -2,459 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,059 shares; 2024Q4: 116,181 shares; 2025Q1: 162,340 shares; 2025Q2: 172,560 shares; 2025Q3: 178,922 shares; 2025Q4: 186,136 shares; 2026Q1: 181,472 shares 181,472 $4.49M 0.44% -4,664 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: 23,252 shares; 2024Q4: 22,023 shares; 2025Q1: 21,544 shares; 2025Q2: 18,854 shares; 2025Q3: 17,943 shares; 2025Q4: 17,578 shares; 2026Q1: 19,533 shares 19,533 $4.25M 0.41% +1,955 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: 6,319 shares; 2024Q4: 6,575 shares; 2025Q1: 6,693 shares; 2025Q2: 8,212 shares; 2025Q3: 10,649 shares; 2025Q4: 10,667 shares; 2026Q1: 10,787 shares 10,787 $4.01M 0.39% +120 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: 19,113 shares; 2024Q4: 18,610 shares; 2025Q1: 18,493 shares; 2025Q2: 19,886 shares; 2025Q3: 19,550 shares; 2025Q4: 20,760 shares; 2026Q1: 23,462 shares 23,462 $3.98M 0.39% +2,702 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,767 shares; 2024Q4: 50,567 shares; 2025Q1: 53,909 shares; 2025Q2: 54,935 shares; 2025Q3: 59,021 shares; 2025Q4: 66,686 shares; 2026Q1: 71,132 shares 71,132 $3.62M 0.35% +4,446 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: 73,493 shares; 2024Q4: 71,771 shares; 2025Q1: 71,903 shares; 2025Q2: 77,161 shares; 2025Q3: 67,588 shares; 2025Q4: 61,710 shares; 2026Q1: 54,464 shares 54,464 $3.59M 0.35% -7,246 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: 48,848 shares; 2024Q4: 47,504 shares; 2025Q1: 47,986 shares; 2025Q2: 49,760 shares; 2025Q3: 49,180 shares; 2025Q4: 44,264 shares; 2026Q1: 44,173 shares 44,173 $3.43M 0.33% -91 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: 11,754 shares; 2024Q4: 11,556 shares; 2025Q1: 11,354 shares; 2025Q2: 11,604 shares; 2025Q3: 10,546 shares; 2025Q4: 10,548 shares; 2026Q1: 10,411 shares 10,411 $3.39M 0.33% -137 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: 3,534 shares; 2024Q4: 3,350 shares; 2025Q1: 3,356 shares; 2025Q2: 3,376 shares; 2025Q3: 5,513 shares; 2025Q4: 5,253 shares; 2026Q1: 5,134 shares 5,134 $3.34M 0.33% -119 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: 18,819 shares; 2024Q4: 18,823 shares; 2025Q1: 18,340 shares; 2025Q2: 19,678 shares; 2025Q3: 19,949 shares; 2025Q4: 21,821 shares; 2026Q1: 23,548 shares 23,548 $3.28M 0.32% +1,727 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: 3,299 shares; 2024Q4: 2,890 shares; 2025Q1: 2,901 shares; 2025Q2: 3,104 shares; 2025Q3: 3,288 shares; 2025Q4: 3,455 shares; 2026Q1: 3,495 shares 3,495 $3.21M 0.31% +40 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: 58,264 shares; 2024Q4: 54,832 shares; 2025Q1: 47,661 shares; 2025Q2: 48,090 shares; 2025Q3: 52,488 shares; 2025Q4: 56,452 shares; 2026Q1: 60,681 shares 60,681 $3.16M 0.31% +4,229 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: 6,504 shares; 2024Q4: 6,925 shares; 2025Q1: 7,124 shares; 2025Q2: 7,860 shares; 2025Q3: 6,955 shares; 2025Q4: 6,794 shares; 2026Q1: 6,133 shares 6,133 $3.06M 0.3% -661 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: 9,398 shares; 2024Q4: 7,410 shares; 2025Q1: 6,950 shares; 2025Q2: 6,534 shares; 2025Q3: 7,087 shares; 2025Q4: 6,698 shares; 2026Q1: 8,835 shares 8,835 $2.99M 0.29% +2,137 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: 7,820 shares; 2024Q4: 10,473 shares; 2025Q1: 14,559 shares; 2025Q2: 18,917 shares; 2025Q3: 19,532 shares; 2025Q4: 24,771 shares; 2026Q1: 24,244 shares 24,244 $2.92M 0.28% -527 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: 11,244 shares; 2024Q4: 10,773 shares; 2025Q1: 9,413 shares; 2025Q2: 8,219 shares; 2025Q3: 8,174 shares; 2025Q4: 8,160 shares; 2026Q1: 8,313 shares 8,313 $2.85M 0.28% +153 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: 24,689 shares; 2024Q4: 23,647 shares; 2025Q1: 21,638 shares; 2025Q2: 22,721 shares; 2025Q3: 21,896 shares; 2025Q4: 21,947 shares; 2026Q1: 22,384 shares 22,384 $2.78M 0.27% +437 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: 8,983 shares; 2024Q4: 10,945 shares; 2025Q1: 12,022 shares; 2025Q2: 13,103 shares; 2025Q3: 15,417 shares; 2025Q4: 13,189 shares; 2026Q1: 13,353 shares 13,353 $2.76M 0.27% +164 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 6,206 shares; 2025Q1: 5,565 shares; 2025Q2: 6,098 shares; 2025Q3: 6,326 shares; 2025Q4: 9,124 shares; 2026Q1: 7,676 shares 7,676 $2.7M 0.26% -1,448 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,140 shares; 2024Q4: 73,307 shares; 2025Q1: 79,065 shares; 2025Q2: 81,624 shares; 2025Q3: 88,644 shares; 2025Q4: 109,019 shares; 2026Q1: 115,100 shares 115,100 $2.67M 0.26% +6,081 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: 9,136 shares; 2024Q4: 8,917 shares; 2025Q1: 8,145 shares; 2025Q2: 8,248 shares; 2025Q3: 8,306 shares; 2025Q4: 7,927 shares; 2026Q1: 8,073 shares 8,073 $2.66M 0.26% +146 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,618 shares 9,618 $2.6M 0.25% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 1,674 shares; 2026Q1: 6,942 shares 6,942 $2.35M 0.23% +5,268 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: 18,058 shares; 2024Q4: 19,236 shares; 2025Q1: 18,045 shares; 2025Q2: 17,703 shares; 2025Q3: 18,316 shares; 2025Q4: 17,107 shares; 2026Q1: 14,977 shares 14,977 $2.33M 0.23% -2,130 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: 7,882 shares; 2024Q4: 7,776 shares; 2025Q1: 7,659 shares; 2025Q2: 7,166 shares; 2025Q3: 6,963 shares; 2025Q4: 7,506 shares; 2026Q1: 7,439 shares 7,439 $2.31M 0.23% -67 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: 37,850 shares; 2024Q4: 31,584 shares; 2025Q1: 29,129 shares; 2025Q2: 24,470 shares; 2025Q3: 25,777 shares; 2025Q4: 30,343 shares; 2026Q1: 47,068 shares 47,068 $2.29M 0.22% +16,725 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: 2,058 shares; 2024Q4: 2,000 shares; 2025Q1: 2,090 shares; 2025Q2: 2,274 shares; 2025Q3: 2,346 shares; 2025Q4: 2,167 shares; 2026Q1: 2,204 shares 2,204 $2.2M 0.21% +37 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,190 shares; 2024Q4: 125,762 shares; 2025Q1: 125,762 shares; 2025Q2: 125,762 shares; 2025Q3: 121,862 shares; 2025Q4: 117,862 shares; 2026Q1: 117,862 shares 117,862 $2.15M 0.21% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,630 shares; 2025Q1: 1,782 shares; 2025Q2: 1,982 shares; 2025Q3: 2,118 shares; 2025Q4: 19,547 shares; 2026Q1: 22,183 shares 22,183 $2.13M 0.21% +2,636 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: 47,793 shares; 2024Q4: 45,431 shares; 2025Q1: 41,928 shares; 2025Q2: 49,956 shares; 2025Q3: 45,898 shares; 2025Q4: 40,450 shares; 2026Q1: 41,822 shares 41,822 $2.1M 0.2% +1,372 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: 1,952 shares; 2024Q4: 1,969 shares; 2025Q1: 2,107 shares; 2025Q2: 2,281 shares; 2025Q3: 2,118 shares; 2025Q4: 2,100 shares; 2026Q1: 2,195 shares 2,195 $1.97M 0.19% +95 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,286 shares; 2025Q1: 32,255 shares; 2025Q2: 49,791 shares; 2025Q3: 49,971 shares; 2025Q4: 29,118 shares; 2026Q1: 20,730 shares 20,730 $1.9M 0.19% -8,388 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: 10,878 shares; 2024Q4: 11,207 shares; 2025Q1: 11,144 shares; 2025Q2: 11,112 shares; 2025Q3: 9,847 shares; 2025Q4: 9,616 shares; 2026Q1: 9,725 shares 9,725 $1.88M 0.18% +109 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: 4,384 shares; 2024Q4: 2,892 shares; 2025Q1: 2,986 shares; 2025Q2: 3,639 shares; 2025Q3: 3,592 shares; 2025Q4: 3,592 shares; 2026Q1: 3,793 shares 3,793 $1.79M 0.18% +201 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,869 shares; 2024Q4: 137,284 shares; 2025Q1: 96,040 shares; 2025Q2: 72,640 shares; 2025Q3: 66,757 shares; 2025Q4: 63,285 shares; 2026Q1: 61,639 shares 61,639 $1.79M 0.17% -1,646 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: 2,422 shares; 2024Q4: 7,214 shares; 2025Q1: 11,106 shares; 2025Q2: 13,364 shares; 2025Q3: 16,289 shares; 2025Q4: 19,367 shares; 2026Q1: 19,082 shares 19,082 $1.77M 0.17% -285 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: 30,764 shares; 2024Q4: 29,300 shares; 2025Q1: 31,325 shares; 2025Q2: 35,004 shares; 2025Q3: 29,817 shares; 2025Q4: 26,277 shares; 2026Q1: 23,144 shares 23,144 $1.76M 0.17% -3,133 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,707 shares; 2024Q4: 11,996 shares; 2025Q1: 10,007 shares; 2025Q2: 8,076 shares; 2025Q3: 7,603 shares; 2025Q4: 6,751 shares; 2026Q1: 7,081 shares 7,081 $1.76M 0.17% +330 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,311 shares; 2025Q1: 1,315 shares; 2025Q2: 1,261 shares; 2025Q3: 1,194 shares; 2025Q4: 1,100 shares; 2026Q1: 1,282 shares 1,282 $1.69M 0.17% +182 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 16,907 shares; 2025Q1: 16,744 shares; 2025Q2: 17,262 shares; 2025Q3: 17,441 shares; 2025Q4: 16,591 shares; 2026Q1: 14,601 shares 14,601 $1.69M 0.16% -1,990 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: 14,430 shares; 2024Q4: 14,924 shares; 2025Q1: 16,095 shares; 2025Q2: 17,081 shares; 2025Q3: 16,271 shares; 2025Q4: 15,860 shares; 2026Q1: 12,737 shares 12,737 $1.67M 0.16% -3,123 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: 5,579 shares; 2024Q4: 8,691 shares; 2025Q1: 9,958 shares; 2025Q2: 18,060 shares; 2025Q3: 16,962 shares; 2025Q4: 13,391 shares; 2026Q1: 9,994 shares 9,994 $1.65M 0.16% -3,397 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: 3,567 shares; 2024Q4: 4,145 shares; 2025Q1: 5,459 shares; 2025Q2: 7,886 shares; 2025Q3: 7,464 shares; 2025Q4: 6,842 shares; 2026Q1: 6,866 shares 6,866 $1.62M 0.16% +24 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,938 shares; 2026Q1: 101,427 shares 101,427 $1.61M 0.16% +73,489 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,184 shares; 2024Q4: 18,874 shares; 2025Q1: 19,270 shares; 2025Q2: 19,666 shares; 2025Q3: 18,986 shares; 2025Q4: 18,449 shares; 2026Q1: 17,443 shares 17,443 $1.61M 0.16% -1,006 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 8,540 shares; 2026Q1: 14,042 shares 14,042 $1.59M 0.16% +5,502 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: not reported; 2024Q4: not reported; 2025Q1: 3,610 shares; 2025Q2: 5,113 shares; 2025Q3: 10,666 shares; 2025Q4: 12,295 shares; 2026Q1: 11,977 shares 11,977 $1.58M 0.15% -318 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 3,767 shares; 2025Q4: 3,894 shares; 2026Q1: 7,254 shares 7,254 $1.55M 0.15% +3,360 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: 17,954 shares; 2024Q4: 18,708 shares; 2025Q1: 19,646 shares; 2025Q2: 20,746 shares; 2025Q3: 19,593 shares; 2025Q4: 18,156 shares; 2026Q1: 11,708 shares 11,708 $1.53M 0.15% -6,448 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: 10,896 shares; 2024Q4: 10,538 shares; 2025Q1: 11,107 shares; 2025Q2: 12,233 shares; 2025Q3: 12,297 shares; 2025Q4: 11,653 shares; 2026Q1: 9,053 shares 9,053 $1.53M 0.15% -2,600 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: 1,229 shares; 2024Q4: 1,117 shares; 2025Q1: 1,109 shares; 2025Q2: 1,017 shares; 2025Q3: 980 shares; 2025Q4: 1,273 shares; 2026Q1: 1,796 shares 1,796 $1.52M 0.15% +523 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,389 shares; 2025Q1: 2,221 shares; 2025Q2: 2,179 shares; 2025Q3: 2,112 shares; 2025Q4: 2,005 shares; 2026Q1: 2,660 shares 2,660 $1.5M 0.15% +655 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,051 shares 29,051 $1.46M 0.14% new Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.14% 0 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: 2,614 shares; 2024Q4: 2,265 shares; 2025Q1: 2,146 shares; 2025Q2: 1,538 shares; 2025Q3: 1,644 shares; 2025Q4: 1,240 shares; 2026Q1: 2,010 shares 2,010 $1.42M 0.14% +770 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: 8,276 shares; 2024Q4: 7,830 shares; 2025Q1: 7,233 shares; 2025Q2: 6,091 shares; 2025Q3: 6,242 shares; 2025Q4: 6,788 shares; 2026Q1: 6,802 shares 6,802 $1.42M 0.14% +14 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: 101,440 shares; 2024Q4: 25,446 shares; 2025Q1: 20,952 shares; 2025Q2: 20,929 shares; 2025Q3: 22,403 shares; 2025Q4: 26,908 shares; 2026Q1: 27,908 shares 27,908 $1.39M 0.14% +1,000 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,480 shares; 2024Q4: 13,987 shares; 2025Q1: 12,181 shares; 2025Q2: 9,200 shares; 2025Q3: 10,609 shares; 2025Q4: 9,289 shares; 2026Q1: 9,248 shares 9,248 $1.37M 0.13% -41 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: not reported; 2025Q4: not reported; 2026Q1: 3,295 shares 3,295 $1.29M 0.13% new 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: 4,038 shares; 2024Q4: 3,244 shares; 2025Q1: 3,361 shares; 2025Q2: 3,796 shares; 2025Q3: 3,666 shares; 2025Q4: 2,736 shares; 2026Q1: 3,715 shares 3,715 $1.27M 0.12% +979 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: 12,654 shares; 2024Q4: 10,960 shares; 2025Q1: 8,984 shares; 2025Q2: 6,093 shares; 2025Q3: 6,031 shares; 2025Q4: 5,850 shares; 2026Q1: 7,629 shares 7,629 $1.26M 0.12% +1,779 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,340 shares 6,340 $1.25M 0.12% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 10,963 shares; 2025Q4: 13,339 shares; 2026Q1: 14,502 shares 14,502 $1.21M 0.12% +1,163 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: 14,908 shares; 2024Q4: 14,892 shares; 2025Q1: 11,250 shares; 2025Q2: 18,359 shares; 2025Q3: 19,649 shares; 2025Q4: 18,982 shares; 2026Q1: 8,229 shares 8,229 $1.2M 0.12% -10,753 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: 3,550 shares; 2024Q4: 3,264 shares; 2025Q1: 3,006 shares; 2025Q2: 3,264 shares; 2025Q3: 3,479 shares; 2025Q4: 3,356 shares; 2026Q1: 3,936 shares 3,936 $1.19M 0.12% +580 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: 6,251 shares; 2024Q4: 6,243 shares; 2025Q1: 6,407 shares; 2025Q2: 3,490 shares; 2025Q3: 3,547 shares; 2025Q4: 3,556 shares; 2026Q1: 3,671 shares 3,671 $1.18M 0.11% +115 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,760 shares 8,760 $1.16M 0.11% new 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: 18,349 shares; 2024Q4: 19,707 shares; 2025Q1: 24,599 shares; 2025Q2: 27,889 shares; 2025Q3: 30,910 shares; 2025Q4: 29,495 shares; 2026Q1: 13,375 shares 13,375 $1.16M 0.11% -16,120 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: not reported; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 1,296 shares; 2025Q3: 1,836 shares; 2025Q4: 1,474 shares; 2026Q1: 2,678 shares 2,678 $1.15M 0.11% +1,204 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,048 shares; 2026Q1: 16,694 shares 16,694 $1.14M 0.11% +13,646 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: 19,632 shares; 2024Q4: 21,171 shares; 2025Q1: 22,753 shares; 2025Q2: 35,064 shares; 2025Q3: 34,715 shares; 2025Q4: 34,125 shares; 2026Q1: 33,603 shares 33,603 $1.13M 0.11% -522 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,714 shares; 2026Q1: 26,418 shares 26,418 $1.11M 0.11% +15,704 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,815 shares 4,815 $1.11M 0.11% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 4,464 shares; 2025Q1: 4,446 shares; 2025Q2: 5,623 shares; 2025Q3: 3,506 shares; 2025Q4: 6,193 shares; 2026Q1: 5,668 shares 5,668 $1.11M 0.11% -525 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: 6,909 shares; 2024Q4: 6,045 shares; 2025Q1: 6,045 shares; 2025Q2: 6,275 shares; 2025Q3: 6,275 shares; 2025Q4: 7,145 shares; 2026Q1: 8,059 shares 8,059 $1.1M 0.11% +914 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares; 2026Q1: 13,277 shares 13,277 $1.1M 0.11% +9,877 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,843 shares 32,843 $1.08M 0.11% new 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: 2,910 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,892 shares; 2025Q3: 2,679 shares; 2025Q4: 2,991 shares; 2026Q1: 5,193 shares 5,193 $1.06M 0.1% +2,202 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: 14,818 shares; 2024Q4: 13,891 shares; 2025Q1: 13,654 shares; 2025Q2: 13,366 shares; 2025Q3: 10,229 shares; 2025Q4: 7,874 shares; 2026Q1: 8,887 shares 8,887 $1.05M 0.1% +1,013 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 5,630 shares; 2025Q1: 5,420 shares; 2025Q2: 5,158 shares; 2025Q3: 5,509 shares; 2025Q4: 5,605 shares; 2026Q1: 8,320 shares 8,320 $1.05M 0.1% +2,715 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: 6,223 shares; 2024Q4: 5,901 shares; 2025Q1: 9,209 shares; 2025Q2: 11,206 shares; 2025Q3: 11,624 shares; 2025Q4: 10,494 shares; 2026Q1: 14,519 shares 14,519 $1.04M 0.1% +4,025 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: 8,231 shares; 2024Q4: 6,942 shares; 2025Q1: 6,757 shares; 2025Q2: 7,218 shares; 2025Q3: 8,730 shares; 2025Q4: 10,497 shares; 2026Q1: 13,112 shares 13,112 $1.04M 0.1% +2,615 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,209 shares; 2024Q4: 9,612 shares; 2025Q1: 6,953 shares; 2025Q2: 5,170 shares; 2025Q3: 2,627 shares; 2025Q4: 3,552 shares; 2026Q1: 8,767 shares 8,767 $1.03M 0.1% +5,215 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 36,753 shares; 2025Q1: 10,448 shares; 2025Q2: 9,875 shares; 2025Q3: 9,471 shares; 2025Q4: 14,464 shares; 2026Q1: 8,889 shares 8,889 $990K 0.1% -5,575 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 4,134 shares; 2026Q1: 9,820 shares 9,820 $988K 0.1% +5,686 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 4,730 shares; 2025Q1: 4,614 shares; 2025Q2: 4,490 shares; 2025Q3: 4,493 shares; 2025Q4: 4,539 shares; 2026Q1: 10,666 shares 10,666 $971K 0.09% +6,127 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to 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: 36,353 shares; 2026Q1: 38,339 shares 38,339 $953K 0.09% +1,986 Timeline FNDF 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: 48,283 shares; 2024Q4: 34,797 shares; 2025Q1: 27,221 shares; 2025Q2: 24,845 shares; 2025Q3: 22,698 shares; 2025Q4: 22,262 shares; 2026Q1: 19,425 shares 19,425 $950K 0.09% -2,837 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,107 shares 24,107 $940K 0.09% new 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: 2,754 shares; 2024Q4: 2,753 shares; 2025Q1: 2,751 shares; 2025Q2: 3,465 shares; 2025Q3: 3,538 shares; 2025Q4: 3,583 shares; 2026Q1: 3,150 shares 3,150 $919K 0.09% -433 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: 11,623 shares; 2024Q4: 10,052 shares; 2025Q1: 4,844 shares; 2025Q2: 4,553 shares; 2025Q3: 7,057 shares; 2025Q4: 9,231 shares; 2026Q1: 15,137 shares 15,137 $918K 0.09% +5,906 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: 40,759 shares; 2024Q4: 44,970 shares; 2025Q1: 36,277 shares; 2025Q2: 54,019 shares; 2025Q3: 38,610 shares; 2025Q4: 31,020 shares; 2026Q1: 31,913 shares 31,913 $916K 0.09% +893 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,448 shares; 2025Q1: 1,549 shares; 2025Q2: 1,736 shares; 2025Q3: 1,607 shares; 2025Q4: 1,842 shares; 2026Q1: 1,979 shares 1,979 $912K 0.09% +137 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: 6,790 shares; 2024Q4: 6,632 shares; 2025Q1: 6,255 shares; 2025Q2: 17,982 shares; 2025Q3: 15,677 shares; 2025Q4: 14,833 shares; 2026Q1: 13,461 shares 13,461 $903K 0.09% -1,372 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,120 shares 10,120 $892K 0.09% new 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: 2,268 shares; 2024Q4: 2,257 shares; 2025Q1: 2,341 shares; 2025Q2: 2,462 shares; 2025Q3: 2,444 shares; 2025Q4: 2,607 shares; 2026Q1: 1,987 shares 1,987 $867K 0.08% -620 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,734 shares; 2025Q2: 2,314 shares; 2025Q3: 2,877 shares; 2025Q4: 2,955 shares; 2026Q1: 3,039 shares 3,039 $862K 0.08% +84 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,995 shares 5,995 $846K 0.08% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 793 shares; 2026Q1: 964 shares 964 $841K 0.08% +171 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,187 shares; 2025Q1: 3,422 shares; 2025Q2: 4,260 shares; 2025Q3: 4,345 shares; 2025Q4: 3,972 shares; 2026Q1: 1,963 shares 1,963 $835K 0.08% -2,009 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,643 shares; 2025Q1: 4,878 shares; 2025Q2: 5,415 shares; 2025Q3: 5,699 shares; 2025Q4: 5,487 shares; 2026Q1: 6,133 shares 6,133 $829K 0.08% +646 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: 5,745 shares; 2026Q1: 16,032 shares 16,032 $824K 0.08% +10,287 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: 2,917 shares; 2025Q1: 3,248 shares; 2025Q2: 3,501 shares; 2025Q3: 3,913 shares; 2025Q4: 3,820 shares; 2026Q1: 6,534 shares 6,534 $802K 0.08% +2,714 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: 16,818 shares; 2024Q4: 18,566 shares; 2025Q1: 19,653 shares; 2025Q2: 21,643 shares; 2025Q3: 20,872 shares; 2025Q4: 17,091 shares; 2026Q1: 8,299 shares 8,299 $801K 0.08% -8,792 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,591 shares; 2024Q4: 67,840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,764 shares; 2026Q1: 15,161 shares 15,161 $797K 0.08% +3,397 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: 637 shares; 2025Q3: 638 shares; 2025Q4: 529 shares; 2026Q1: 568 shares 568 $783K 0.08% +39 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: 2,897 shares; 2024Q4: 3,106 shares; 2025Q1: 3,338 shares; 2025Q2: 4,156 shares; 2025Q3: 4,173 shares; 2025Q4: 4,515 shares; 2026Q1: 4,817 shares 4,817 $769K 0.08% +302 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: 7,888 shares; 2024Q4: 11,440 shares; 2025Q1: 11,340 shares; 2025Q2: 13,539 shares; 2025Q3: 13,310 shares; 2025Q4: 10,907 shares; 2026Q1: 7,489 shares 7,489 $769K 0.07% -3,418 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: 2,205 shares; 2024Q4: 2,815 shares; 2025Q1: 4,376 shares; 2025Q2: 6,330 shares; 2025Q3: 6,248 shares; 2025Q4: 5,306 shares; 2026Q1: 2,886 shares 2,886 $768K 0.07% -2,420 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: 2,373 shares; 2024Q4: 2,375 shares; 2025Q1: 2,321 shares; 2025Q2: 2,357 shares; 2025Q3: 2,577 shares; 2025Q4: 2,049 shares; 2026Q1: 3,394 shares 3,394 $767K 0.07% +1,345 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: 4,636 shares; 2024Q4: 4,598 shares; 2025Q1: 4,515 shares; 2025Q2: 4,490 shares; 2025Q3: 4,434 shares; 2025Q4: 4,350 shares; 2026Q1: 5,199 shares 5,199 $755K 0.07% +849 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: 3,244 shares; 2024Q4: 7,023 shares; 2025Q1: 7,671 shares; 2025Q2: 9,637 shares; 2025Q3: 9,642 shares; 2025Q4: 8,580 shares; 2026Q1: 6,695 shares 6,695 $752K 0.07% -1,885 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: 3,162 shares; 2024Q4: 3,183 shares; 2025Q1: 3,072 shares; 2025Q2: 3,536 shares; 2025Q3: 4,452 shares; 2025Q4: 4,701 shares; 2026Q1: 5,648 shares 5,648 $714K 0.07% +947 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,230 shares; 2025Q1: 1,128 shares; 2025Q2: 1,466 shares; 2025Q3: 1,278 shares; 2025Q4: 1,165 shares; 2026Q1: 1,179 shares 1,179 $713K 0.07% +14 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,171 shares; 2025Q1: 3,919 shares; 2025Q2: 3,705 shares; 2025Q3: 3,365 shares; 2025Q4: 3,074 shares; 2026Q1: 2,357 shares 2,357 $709K 0.07% -717 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 612 shares; 2025Q1: 564 shares; 2025Q2: 575 shares; 2025Q3: 577 shares; 2025Q4: 585 shares; 2026Q1: 731 shares 731 $703K 0.07% +146 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: 4,770 shares; 2024Q4: 5,470 shares; 2025Q1: 6,005 shares; 2025Q2: 6,733 shares; 2025Q3: 6,784 shares; 2025Q4: 6,163 shares; 2026Q1: 7,277 shares 7,277 $701K 0.07% +1,114 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 6,623 shares; 2025Q3: 6,118 shares; 2025Q4: 6,276 shares; 2026Q1: 12,021 shares 12,021 $695K 0.07% +5,745 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: not reported; 2024Q4: 1,387 shares; 2025Q1: 1,317 shares; 2025Q2: 1,733 shares; 2025Q3: 1,876 shares; 2025Q4: 1,996 shares; 2026Q1: 3,798 shares 3,798 $693K 0.07% +1,802 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,727 shares; 2024Q4: 16,575 shares; 2025Q1: 15,656 shares; 2025Q2: 14,260 shares; 2025Q3: 12,384 shares; 2025Q4: 11,697 shares; 2026Q1: 10,407 shares 10,407 $690K 0.07% -1,290 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,502 shares; 2025Q1: 1,274 shares; 2025Q2: 1,553 shares; 2025Q3: 1,525 shares; 2025Q4: 1,688 shares; 2026Q1: 1,997 shares 1,997 $689K 0.07% +309 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,330 shares; 2026Q1: 6,363 shares 6,363 $689K 0.07% +4,033 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: 3,147 shares; 2024Q4: 2,749 shares; 2025Q1: 2,766 shares; 2025Q2: 4,864 shares; 2025Q3: 4,513 shares; 2025Q4: 4,368 shares; 2026Q1: 5,801 shares 5,801 $688K 0.07% +1,433 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,368 shares; 2025Q1: 1,350 shares; 2025Q2: 1,526 shares; 2025Q3: 1,324 shares; 2025Q4: 1,251 shares; 2026Q1: 1,123 shares 1,123 $679K 0.07% -128 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,569 shares; 2025Q4: 1,765 shares; 2026Q1: 6,067 shares 6,067 $676K 0.07% +4,302 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: 1,457 shares; 2024Q4: 1,464 shares; 2025Q1: 1,502 shares; 2025Q2: 2,010 shares; 2025Q3: 2,152 shares; 2025Q4: 2,160 shares; 2026Q1: 3,266 shares 3,266 $675K 0.07% +1,106 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,487 shares 11,487 $675K 0.07% new Timeline UTWO RBB FD INC More: the full row for RBB FD 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: 15,847 shares; 2026Q1: 13,930 shares 13,930 $673K 0.07% -1,917 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: 3,107 shares; 2024Q4: 2,888 shares; 2025Q1: 3,547 shares; 2025Q2: 5,843 shares; 2025Q3: 6,481 shares; 2025Q4: 5,639 shares; 2026Q1: 5,111 shares 5,111 $670K 0.07% -528 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: 4,791 shares; 2024Q4: 5,388 shares; 2025Q1: 5,068 shares; 2025Q2: 10,292 shares; 2025Q3: 7,546 shares; 2025Q4: 9,776 shares; 2026Q1: 7,852 shares 7,852 $669K 0.07% -1,924 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: 753 shares; 2024Q4: 510 shares; 2025Q1: 528 shares; 2025Q2: 676 shares; 2025Q3: 883 shares; 2025Q4: 808 shares; 2026Q1: 771 shares 771 $667K 0.07% -37 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 5,410 shares; 2025Q1: 5,110 shares; 2025Q2: 6,031 shares; 2025Q3: 5,253 shares; 2025Q4: 4,859 shares; 2026Q1: 4,575 shares 4,575 $665K 0.06% -284 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,023 shares; 2024Q4: 22,942 shares; 2025Q1: 21,617 shares; 2025Q2: 19,841 shares; 2025Q3: 17,280 shares; 2025Q4: 16,363 shares; 2026Q1: 14,787 shares 14,787 $663K 0.06% -1,576 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,705 shares 11,705 $663K 0.06% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 2,921 shares; 2025Q1: not reported; 2025Q2: 3,832 shares; 2025Q3: 4,341 shares; 2025Q4: 4,346 shares; 2026Q1: 7,290 shares 7,290 $657K 0.06% +2,944 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: 9,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,917 shares; 2025Q4: 9,305 shares; 2026Q1: 14,871 shares 14,871 $656K 0.06% +5,566 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,806 shares; 2024Q4: 82,742 shares; 2025Q1: 18,344 shares; 2025Q2: 10,091 shares; 2025Q3: 9,322 shares; 2025Q4: 8,718 shares; 2026Q1: 8,622 shares 8,622 $653K 0.06% -96 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: 21,120 shares; 2024Q4: 14,841 shares; 2025Q1: 12,447 shares; 2025Q2: 9,426 shares; 2025Q3: 9,411 shares; 2025Q4: 9,529 shares; 2026Q1: 14,165 shares 14,165 $651K 0.06% +4,636 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 108,000 shares; 2025Q4: 150,000 shares; 2026Q1: 150,000 shares 150,000 $646K 0.06% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,662 shares 1,662 $645K 0.06% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 3,422 shares; 2025Q1: 4,469 shares; 2025Q2: 6,260 shares; 2025Q3: 4,490 shares; 2025Q4: not reported; 2026Q1: 7,847 shares 7,847 $632K 0.06% new 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: 910 shares; 2024Q4: 889 shares; 2025Q1: 891 shares; 2025Q2: 712 shares; 2025Q3: 735 shares; 2025Q4: 895 shares; 2026Q1: 1,274 shares 1,274 $626K 0.06% +379 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,328 shares; 2025Q1: 3,381 shares; 2025Q2: 3,100 shares; 2025Q3: 2,720 shares; 2025Q4: 2,579 shares; 2026Q1: 2,343 shares 2,343 $623K 0.06% -236 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 2,639 shares; 2025Q3: 2,774 shares; 2025Q4: 3,026 shares; 2026Q1: 6,612 shares 6,612 $621K 0.06% +3,586 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,001 shares 11,001 $614K 0.06% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,909 shares; 2025Q3: 2,876 shares; 2025Q4: 2,701 shares; 2026Q1: 1,809 shares 1,809 $612K 0.06% -892 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: 3,021 shares; 2024Q4: 2,533 shares; 2025Q1: 2,438 shares; 2025Q2: 2,975 shares; 2025Q3: 3,715 shares; 2025Q4: 3,679 shares; 2026Q1: 4,119 shares 4,119 $606K 0.06% +440 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: 5,575 shares; 2024Q4: 8,012 shares; 2025Q1: 7,951 shares; 2025Q2: 7,824 shares; 2025Q3: 10,181 shares; 2025Q4: 9,136 shares; 2026Q1: 8,918 shares 8,918 $602K 0.06% -218 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 6,734 shares; 2025Q1: 4,964 shares; 2025Q2: 4,524 shares; 2025Q3: 4,201 shares; 2025Q4: 3,196 shares; 2026Q1: 3,476 shares 3,476 $595K 0.06% +280 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: 604 shares; 2024Q4: 390 shares; 2025Q1: 418 shares; 2025Q2: 474 shares; 2025Q3: 536 shares; 2025Q4: 277 shares; 2026Q1: 404 shares 404 $595K 0.06% +127 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: 3,666 shares; 2024Q4: 3,572 shares; 2025Q1: 3,177 shares; 2025Q2: 3,156 shares; 2025Q3: 2,810 shares; 2025Q4: 1,976 shares; 2026Q1: 1,880 shares 1,880 $591K 0.06% -96 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 21,077 shares; 2025Q3: 17,961 shares; 2025Q4: 21,974 shares; 2026Q1: 28,468 shares 28,468 $589K 0.06% +6,494 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,950 shares; 2026Q1: 5,912 shares 5,912 $587K 0.06% +1,962 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,991 shares; 2024Q4: 16,790 shares; 2025Q1: 15,997 shares; 2025Q2: 15,281 shares; 2025Q3: 12,717 shares; 2025Q4: 12,445 shares; 2026Q1: 10,931 shares 10,931 $584K 0.06% -1,514 Timeline ACWI 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: 4,267 shares; 2024Q4: 4,199 shares; 2025Q1: 3,077 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,179 shares; 2026Q1: 4,201 shares 4,201 $581K 0.06% +1,022 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: 9,906 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 17,937 shares; 2026Q1: 20,693 shares 20,693 $581K 0.06% +2,756 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: 1,846 shares; 2024Q4: 2,044 shares; 2025Q1: 2,397 shares; 2025Q2: 2,484 shares; 2025Q3: 1,845 shares; 2025Q4: 2,018 shares; 2026Q1: 3,062 shares 3,062 $572K 0.06% +1,044 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,215 shares; 2024Q4: 8,650 shares; 2025Q1: not reported; 2025Q2: 11,398 shares; 2025Q3: 14,325 shares; 2025Q4: 18,392 shares; 2026Q1: 21,842 shares 21,842 $571K 0.06% +3,450 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: 8,936 shares; 2024Q4: 7,977 shares; 2025Q1: 7,867 shares; 2025Q2: 6,974 shares; 2025Q3: 4,960 shares; 2025Q4: not reported; 2026Q1: 3,938 shares 3,938 $569K 0.06% new 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: 2,960 shares; 2024Q4: 2,059 shares; 2025Q1: 1,537 shares; 2025Q2: 1,450 shares; 2025Q3: 1,782 shares; 2025Q4: 3,258 shares; 2026Q1: 2,054 shares 2,054 $556K 0.05% -1,204 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 8,155 shares; 2025Q4: 7,743 shares; 2026Q1: 6,465 shares 6,465 $554K 0.05% -1,278 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,639 shares; 2024Q4: 38,489 shares; 2025Q1: 38,796 shares; 2025Q2: 36,749 shares; 2025Q3: 34,432 shares; 2025Q4: 32,956 shares; 2026Q1: 37,084 shares 37,084 $553K 0.05% +4,128 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: 809 shares; 2024Q4: 807 shares; 2025Q1: 777 shares; 2025Q2: 773 shares; 2025Q3: 765 shares; 2025Q4: 815 shares; 2026Q1: 840 shares 840 $549K 0.05% +25 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,486 shares; 2025Q3: 12,826 shares; 2025Q4: 12,826 shares; 2026Q1: 13,413 shares 13,413 $548K 0.05% +587 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,683 shares; 2025Q3: 36,128 shares; 2025Q4: 34,185 shares; 2026Q1: 48,508 shares 48,508 $547K 0.05% +14,323 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,936 shares; 2025Q1: 14,466 shares; 2025Q2: 17,561 shares; 2025Q3: 20,654 shares; 2025Q4: 22,189 shares; 2026Q1: 23,091 shares 23,091 $544K 0.05% +902 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,891 shares 25,891 $542K 0.05% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,021 shares; 2025Q1: 3,012 shares; 2025Q2: 2,092 shares; 2025Q3: 1,832 shares; 2025Q4: 1,466 shares; 2026Q1: 1,160 shares 1,160 $538K 0.05% -306 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: 8,258 shares; 2024Q4: 7,835 shares; 2025Q1: 7,435 shares; 2025Q2: 6,953 shares; 2025Q3: 5,128 shares; 2025Q4: 4,326 shares; 2026Q1: 3,700 shares 3,700 $534K 0.05% -626 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 10,700 shares; 2025Q1: 10,719 shares; 2025Q2: 9,145 shares; 2025Q3: 8,209 shares; 2025Q4: 7,871 shares; 2026Q1: 7,551 shares 7,551 $534K 0.05% -320 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: 2,176 shares; 2024Q4: 1,872 shares; 2025Q1: 2,179 shares; 2025Q2: 3,251 shares; 2025Q3: 2,620 shares; 2025Q4: 2,114 shares; 2026Q1: 2,195 shares 2,195 $532K 0.05% +81 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,578 shares 8,578 $526K 0.05% new 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: 3,015 shares; 2024Q4: 2,986 shares; 2025Q1: 2,204 shares; 2025Q2: 1,959 shares; 2025Q3: 1,526 shares; 2025Q4: 1,706 shares; 2026Q1: 2,158 shares 2,158 $524K 0.05% +452 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,549 shares 157,549 $518K 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,303 shares; 2025Q1: 7,154 shares; 2025Q2: 7,158 shares; 2025Q3: 7,179 shares; 2025Q4: 6,831 shares; 2026Q1: 9,196 shares 9,196 $518K 0.05% +2,365 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 6,668 shares; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 2,807 shares; 2025Q4: 2,349 shares; 2026Q1: 2,482 shares 2,482 $512K 0.05% +133 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,154 shares 5,154 $511K 0.05% new 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: 1,402 shares; 2024Q4: 1,460 shares; 2025Q1: 1,563 shares; 2025Q2: 1,691 shares; 2025Q3: 1,764 shares; 2025Q4: 1,744 shares; 2026Q1: 945 shares 945 $509K 0.05% -799 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: 71 shares; 2024Q4: 79 shares; 2025Q1: 70 shares; 2025Q2: 90 shares; 2025Q3: 96 shares; 2025Q4: 95 shares; 2026Q1: 120 shares 120 $505K 0.05% +25 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 937 shares 937 $504K 0.05% 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: 9,252 shares; 2024Q4: 8,617 shares; 2025Q1: 8,437 shares; 2025Q2: 8,943 shares; 2025Q3: 8,925 shares; 2025Q4: 8,821 shares; 2026Q1: 6,193 shares 6,193 $501K 0.05% -2,628 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: 13,539 shares; 2024Q4: 13,799 shares; 2025Q1: 14,240 shares; 2025Q2: 14,566 shares; 2025Q3: 13,406 shares; 2025Q4: 13,362 shares; 2026Q1: 2,761 shares 2,761 $501K 0.05% -10,601 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,265 shares; 2025Q1: 3,576 shares; 2025Q2: 3,785 shares; 2025Q3: 4,179 shares; 2025Q4: 4,296 shares; 2026Q1: 4,341 shares 4,341 $499K 0.05% +45 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,649 shares; 2025Q4: not reported; 2026Q1: 16,156 shares 16,156 $493K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,605 shares 6,605 $492K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 766 shares; 2025Q1: 794 shares; 2025Q2: 813 shares; 2025Q3: 971 shares; 2025Q4: 1,474 shares; 2026Q1: 1,088 shares 1,088 $486K 0.05% -386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,200 shares; 2025Q4: 1,633 shares; 2026Q1: 3,029 shares 3,029 $486K 0.05% +1,396 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 2,745 shares; 2025Q1: 5,782 shares; 2025Q2: 7,219 shares; 2025Q3: 5,429 shares; 2025Q4: 4,029 shares; 2026Q1: 2,782 shares 2,782 $480K 0.05% -1,247 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,072 shares; 2025Q1: 2,482 shares; 2025Q2: 3,193 shares; 2025Q3: 3,106 shares; 2025Q4: not reported; 2026Q1: 3,602 shares 3,602 $475K 0.05% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 1,342 shares; 2025Q4: 1,454 shares; 2026Q1: 1,721 shares 1,721 $474K 0.05% +267 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: 23,884 shares; 2024Q4: 18,667 shares; 2025Q1: 16,922 shares; 2025Q2: 13,649 shares; 2025Q3: 13,655 shares; 2025Q4: 11,220 shares; 2026Q1: 24,166 shares 24,166 $464K 0.05% +12,946 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,305 shares 22,305 $463K 0.05% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 4,628 shares; 2025Q1: 3,968 shares; 2025Q2: 5,404 shares; 2025Q3: 5,392 shares; 2025Q4: 5,252 shares; 2026Q1: 4,670 shares 4,670 $456K 0.04% -582 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: 132,724 shares; 2024Q4: 173,481 shares; 2025Q1: 3,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 5,737 shares 5,737 $450K 0.04% +1,525 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 20,517 shares; 2025Q1: 20,517 shares; 2025Q2: 9,090 shares; 2025Q3: 9,090 shares; 2025Q4: 9,090 shares; 2026Q1: 9,090 shares 9,090 $449K 0.04% 0 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: 2,592 shares; 2024Q4: 1,831 shares; 2025Q1: 2,049 shares; 2025Q2: 2,502 shares; 2025Q3: 2,452 shares; 2025Q4: 1,740 shares; 2026Q1: 3,464 shares 3,464 $446K 0.04% +1,724 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,109 shares; 2025Q3: 20,303 shares; 2025Q4: 18,982 shares; 2026Q1: 20,514 shares 20,514 $444K 0.04% +1,532 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,626 shares; 2025Q1: 1,594 shares; 2025Q2: 1,770 shares; 2025Q3: 1,577 shares; 2025Q4: 1,352 shares; 2026Q1: 1,246 shares 1,246 $438K 0.04% -106 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: 1,340 shares; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,372 shares; 2026Q1: 2,254 shares 2,254 $438K 0.04% +882 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,739 shares 1,739 $436K 0.04% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 7,164 shares; 2025Q1: 6,646 shares; 2025Q2: 6,026 shares; 2025Q3: 5,317 shares; 2025Q4: 5,006 shares; 2026Q1: 4,405 shares 4,405 $434K 0.04% -601 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,510 shares; 2025Q1: 5,522 shares; 2025Q2: 9,698 shares; 2025Q3: 9,725 shares; 2025Q4: 9,108 shares; 2026Q1: 9,339 shares 9,339 $433K 0.04% +231 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 10,216 shares; 2025Q1: 9,948 shares; 2025Q2: 9,033 shares; 2025Q3: 7,951 shares; 2025Q4: 7,209 shares; 2026Q1: 6,058 shares 6,058 $433K 0.04% -1,151 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,213 shares 9,213 $432K 0.04% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: 4,462 shares; 2025Q1: 4,228 shares; 2025Q2: 3,877 shares; 2025Q3: 3,391 shares; 2025Q4: 3,221 shares; 2026Q1: 2,727 shares 2,727 $431K 0.04% -494 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: not reported; 2025Q1: 6,365 shares; 2025Q2: 9,571 shares; 2025Q3: 9,467 shares; 2025Q4: 9,655 shares; 2026Q1: 8,796 shares 8,796 $431K 0.04% -859 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,741 shares; 2025Q3: 3,759 shares; 2025Q4: 3,838 shares; 2026Q1: 4,770 shares 4,770 $430K 0.04% +932 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,064 shares; 2024Q4: 6,985 shares; 2025Q1: 7,670 shares; 2025Q2: 7,257 shares; 2025Q3: 6,848 shares; 2025Q4: 5,654 shares; 2026Q1: 7,349 shares 7,349 $430K 0.04% +1,695 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: 875 shares; 2024Q4: 941 shares; 2025Q1: 930 shares; 2025Q2: 896 shares; 2025Q3: 880 shares; 2025Q4: 1,589 shares; 2026Q1: 2,161 shares 2,161 $429K 0.04% +572 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,660 shares; 2025Q1: 10,660 shares; 2025Q2: 12,460 shares; 2025Q3: 8,767 shares; 2025Q4: 8,767 shares; 2026Q1: 7,215 shares 7,215 $428K 0.04% -1,552 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 2,343 shares; 2025Q1: 4,089 shares; 2025Q2: 5,876 shares; 2025Q3: 5,280 shares; 2025Q4: 5,142 shares; 2026Q1: 3,600 shares 3,600 $426K 0.04% -1,542 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,914 shares; 2025Q1: 1,823 shares; 2025Q2: 1,664 shares; 2025Q3: 1,462 shares; 2025Q4: 1,285 shares; 2026Q1: 1,160 shares 1,160 $422K 0.04% -125 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 3,980 shares; 2025Q1: 3,835 shares; 2025Q2: 4,052 shares; 2025Q3: 4,134 shares; 2025Q4: 3,462 shares; 2026Q1: 3,283 shares 3,283 $418K 0.04% -179 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,233 shares 4,233 $412K 0.04% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,996 shares 2,996 $406K 0.04% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 5,092 shares; 2026Q1: 6,390 shares 6,390 $406K 0.04% +1,298 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,730 shares; 2025Q3: 2,852 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares 2,114 $405K 0.04% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,188 shares 6,188 $405K 0.04% new Timeline WB WEIBO CORP More: the full row for WEIBO 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: 46,123 shares 46,123 $404K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,540 shares; 2025Q1: 2,502 shares; 2025Q2: 2,556 shares; 2025Q3: 2,421 shares; 2025Q4: 2,503 shares; 2026Q1: 2,564 shares 2,564 $403K 0.04% +61 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,516 shares 1,516 $403K 0.04% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares 1,127 $402K 0.04% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,104 shares; 2025Q4: 4,104 shares; 2026Q1: 4,104 shares 4,104 $402K 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,244 shares; 2024Q4: 14,153 shares; 2025Q1: 15,298 shares; 2025Q2: 13,876 shares; 2025Q3: 13,608 shares; 2025Q4: 9,483 shares; 2026Q1: 10,930 shares 10,930 $402K 0.04% +1,447 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,124 shares 1,124 $400K 0.04% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,478 shares 5,478 $398K 0.04% new 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: 3,644 shares; 2024Q4: 3,564 shares; 2025Q1: 3,417 shares; 2025Q2: 3,149 shares; 2025Q3: 2,759 shares; 2025Q4: 2,626 shares; 2026Q1: 2,209 shares 2,209 $398K 0.04% -417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,627 shares; 2025Q4: 5,627 shares; 2026Q1: 5,627 shares 5,627 $395K 0.04% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 5,656 shares; 2025Q1: 5,646 shares; 2025Q2: 5,111 shares; 2025Q3: 4,295 shares; 2025Q4: 4,019 shares; 2026Q1: 4,798 shares 4,798 $394K 0.04% +779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,143 shares 2,143 $390K 0.04% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 10,091 shares; 2025Q1: 12,979 shares; 2025Q2: 18,199 shares; 2025Q3: 12,541 shares; 2025Q4: 11,979 shares; 2026Q1: 6,578 shares 6,578 $389K 0.04% -5,401 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: 18,990 shares; 2024Q4: 18,109 shares; 2025Q1: 22,769 shares; 2025Q2: 21,421 shares; 2025Q3: 20,147 shares; 2025Q4: 16,478 shares; 2026Q1: 13,063 shares 13,063 $389K 0.04% -3,415 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,004 shares; 2024Q4: 7,817 shares; 2025Q1: 11,412 shares; 2025Q2: 8,661 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,220 shares 8,220 $386K 0.04% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,100 shares 4,100 $378K 0.04% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,054 shares; 2026Q1: 9,263 shares 9,263 $378K 0.04% +4,209 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: 424 shares; 2024Q4: 615 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 628 shares; 2025Q4: 643 shares; 2026Q1: 654 shares 654 $377K 0.04% +11 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,529 shares 3,529 $375K 0.04% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,551 shares 2,551 $374K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares 894 $373K 0.04% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,704 shares 8,704 $369K 0.04% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,030 shares 17,030 $369K 0.04% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,159 shares 32,159 $368K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 865 shares; 2025Q1: 890 shares; 2025Q2: 1,000 shares; 2025Q3: 1,001 shares; 2025Q4: 943 shares; 2026Q1: 1,112 shares 1,112 $365K 0.04% +169 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,702 shares 36,702 $364K 0.04% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,478 shares; 2025Q4: 1,199 shares; 2026Q1: 1,337 shares 1,337 $364K 0.04% +138 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: 2,154 shares; 2024Q4: 2,025 shares; 2025Q1: 1,783 shares; 2025Q2: 1,805 shares; 2025Q3: 2,328 shares; 2025Q4: 2,312 shares; 2026Q1: 2,426 shares 2,426 $364K 0.04% +114 Timeline VB 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: 894 shares; 2024Q4: 1,056 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,351 shares; 2026Q1: 1,389 shares 1,389 $364K 0.04% +38 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,834 shares; 2025Q1: 1,598 shares; 2025Q2: 1,991 shares; 2025Q3: 1,600 shares; 2025Q4: 2,045 shares; 2026Q1: 1,690 shares 1,690 $361K 0.04% -355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,403 shares 12,403 $360K 0.04% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,278 shares 3,278 $359K 0.04% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 4,667 shares; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares; 2026Q1: 4,787 shares 4,787 $355K 0.03% +250 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,579 shares 13,579 $354K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,442 shares 1,442 $352K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 2,287 shares; 2025Q3: 2,324 shares; 2025Q4: 2,180 shares; 2026Q1: 1,691 shares 1,691 $351K 0.03% -489 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,216 shares 3,216 $350K 0.03% new 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: 486 shares; 2024Q4: 443 shares; 2025Q1: 692 shares; 2025Q2: 1,028 shares; 2025Q3: 1,094 shares; 2025Q4: 1,108 shares; 2026Q1: 808 shares 808 $349K 0.03% -300 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: not reported; 2024Q4: 3,841 shares; 2025Q1: 3,592 shares; 2025Q2: 3,576 shares; 2025Q3: 3,576 shares; 2025Q4: 3,857 shares; 2026Q1: 3,857 shares 3,857 $349K 0.03% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,944 shares 2,944 $348K 0.03% +44 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: 4,511 shares; 2024Q4: 3,562 shares; 2025Q1: 3,411 shares; 2025Q2: 4,578 shares; 2025Q3: 3,047 shares; 2025Q4: 3,174 shares; 2026Q1: 3,532 shares 3,532 $347K 0.03% +358 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,542 shares 12,542 $344K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,388 shares 1,388 $343K 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,701 shares 3,701 $341K 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $340K 0.03% 0 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS 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: 9,488 shares 9,488 $339K 0.03% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,478 shares; 2025Q2: 3,538 shares; 2025Q3: 2,388 shares; 2025Q4: 2,312 shares; 2026Q1: 2,691 shares 2,691 $339K 0.03% +379 Timeline NYF 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: 3,781 shares; 2026Q1: 6,369 shares 6,369 $338K 0.03% +2,588 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: 6,721 shares; 2024Q4: 3,779 shares; 2025Q1: 3,799 shares; 2025Q2: 4,330 shares; 2025Q3: 2,948 shares; 2025Q4: not reported; 2026Q1: 2,759 shares 2,759 $334K 0.03% new 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: 1,263 shares; 2024Q4: 902 shares; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 1,187 shares; 2025Q4: 1,375 shares; 2026Q1: 1,745 shares 1,745 $331K 0.03% +370 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: 2,518 shares 2,518 $330K 0.03% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,380 shares 5,380 $330K 0.03% new Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 5,862 shares; 2025Q1: 5,451 shares; 2025Q2: 4,907 shares; 2025Q3: 4,309 shares; 2025Q4: 3,159 shares; 2026Q1: 3,179 shares 3,179 $329K 0.03% +20 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,000 shares; 2026Q1: 826 shares 826 $329K 0.03% -174 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: 650 shares; 2025Q2: 794 shares; 2025Q3: 927 shares; 2025Q4: 1,018 shares; 2026Q1: 839 shares 839 $328K 0.03% -179 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,646 shares; 2025Q1: 3,651 shares; 2025Q2: 3,352 shares; 2025Q3: 2,981 shares; 2025Q4: 2,791 shares; 2026Q1: 2,452 shares 2,452 $326K 0.03% -339 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,290 shares; 2024Q4: 17,406 shares; 2025Q1: 17,524 shares; 2025Q2: 17,644 shares; 2025Q3: 17,778 shares; 2025Q4: 17,915 shares; 2026Q1: 18,074 shares 18,074 $326K 0.03% +159 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 6,194 shares; 2025Q4: 5,577 shares; 2026Q1: 4,953 shares 4,953 $323K 0.03% -624 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,521 shares; 2025Q1: 1,522 shares; 2025Q2: 983 shares; 2025Q3: not reported; 2025Q4: 836 shares; 2026Q1: 1,241 shares 1,241 $323K 0.03% +405 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares 2,349 $322K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,122 shares; 2025Q4: 1,119 shares; 2026Q1: 1,056 shares 1,056 $321K 0.03% -63 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,819 shares 4,819 $320K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007 shares 1,007 $320K 0.03% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,150 shares; 2025Q1: 5,572 shares; 2025Q2: 5,158 shares; 2025Q3: 4,600 shares; 2025Q4: 3,093 shares; 2026Q1: 3,470 shares 3,470 $318K 0.03% +377 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,094 shares; 2026Q1: 1,589 shares 1,589 $316K 0.03% +495 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: 3,136 shares; 2024Q4: 3,497 shares; 2025Q1: 3,545 shares; 2025Q2: 3,249 shares; 2025Q3: 2,902 shares; 2025Q4: 3,103 shares; 2026Q1: 3,527 shares 3,527 $316K 0.03% +424 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,514 shares; 2025Q1: 2,531 shares; 2025Q2: 2,297 shares; 2025Q3: 2,025 shares; 2025Q4: 1,535 shares; 2026Q1: 1,557 shares 1,557 $315K 0.03% +22 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: 4,680 shares; 2024Q4: 12,502 shares; 2025Q1: 8,694 shares; 2025Q2: 8,709 shares; 2025Q3: 9,406 shares; 2025Q4: 8,992 shares; 2026Q1: 3,942 shares 3,942 $313K 0.03% -5,050 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,689 shares 1,689 $310K 0.03% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,507 shares; 2025Q1: 2,370 shares; 2025Q2: 2,167 shares; 2025Q3: 1,907 shares; 2025Q4: 1,682 shares; 2026Q1: 1,470 shares 1,470 $307K 0.03% -212 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 668 shares; 2025Q4: 698 shares; 2026Q1: 626 shares 626 $307K 0.03% -72 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,170 shares 6,170 $305K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,427 shares 2,427 $304K 0.03% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,100 shares; 2024Q4: 26,374 shares; 2025Q1: 22,172 shares; 2025Q2: 22,093 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares 4,086 $304K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $302K 0.03% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,346 shares 13,346 $301K 0.03% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares 2,713 $301K 0.03% new 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: 1,197 shares 1,197 $300K 0.03% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,210 shares 3,210 $299K 0.03% new Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,781 shares; 2025Q1: 3,781 shares; 2025Q2: 3,781 shares; 2025Q3: 3,781 shares; 2025Q4: 3,781 shares; 2026Q1: 3,781 shares 3,781 $298K 0.03% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,165 shares 12,165 $297K 0.03% new 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: 16,128 shares; 2024Q4: 15,360 shares; 2025Q1: 10,923 shares; 2025Q2: 8,081 shares; 2025Q3: 8,202 shares; 2025Q4: 7,752 shares; 2026Q1: 6,379 shares 6,379 $296K 0.03% -1,373 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,244 shares 4,244 $295K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares 3,142 $292K 0.03% new Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,183 shares; 2024Q4: 20,324 shares; 2025Q1: 21,036 shares; 2025Q2: 19,264 shares; 2025Q3: 16,598 shares; 2025Q4: 12,992 shares; 2026Q1: 8,316 shares 8,316 $292K 0.03% -4,676 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,098 shares; 2025Q1: 8,113 shares; 2025Q2: 10,506 shares; 2025Q3: 9,886 shares; 2025Q4: 10,033 shares; 2026Q1: 10,982 shares 10,982 $291K 0.03% +949 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: 528 shares; 2024Q4: 513 shares; 2025Q1: 530 shares; 2025Q2: 599 shares; 2025Q3: 636 shares; 2025Q4: 3,927 shares; 2026Q1: 2,762 shares 2,762 $289K 0.03% -1,165 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: 1,077 shares; 2024Q4: 936 shares; 2025Q1: 1,214 shares; 2025Q2: 1,293 shares; 2025Q3: 1,276 shares; 2025Q4: 1,452 shares; 2026Q1: 1,187 shares 1,187 $289K 0.03% -265 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,856 shares 11,856 $288K 0.03% new Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS 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: 5,393 shares; 2025Q4: 5,393 shares; 2026Q1: 5,393 shares 5,393 $288K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 9,085 shares; 2025Q1: 8,853 shares; 2025Q2: 10,327 shares; 2025Q3: 7,787 shares; 2025Q4: 5,889 shares; 2026Q1: 2,978 shares 2,978 $287K 0.03% -2,911 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: 14,525 shares; 2024Q4: 14,452 shares; 2025Q1: 13,620 shares; 2025Q2: 11,133 shares; 2025Q3: 10,777 shares; 2025Q4: 5,668 shares; 2026Q1: 4,732 shares 4,732 $286K 0.03% -936 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,426 shares 2,426 $285K 0.03% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 3,098 shares; 2025Q1: 2,672 shares; 2025Q2: 3,580 shares; 2025Q3: 2,935 shares; 2025Q4: 1,722 shares; 2026Q1: 1,265 shares 1,265 $284K 0.03% -457 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 5,118 shares; 2026Q1: 3,577 shares 3,577 $284K 0.03% -1,541 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,225 shares; 2025Q3: 1,429 shares; 2025Q4: 1,381 shares; 2026Q1: 1,496 shares 1,496 $282K 0.03% +115 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 3,942 shares; 2025Q1: 3,952 shares; 2025Q2: 3,993 shares; 2025Q3: 3,442 shares; 2025Q4: not reported; 2026Q1: 2,662 shares 2,662 $282K 0.03% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,716 shares; 2025Q1: 5,305 shares; 2025Q2: 4,794 shares; 2025Q3: 4,235 shares; 2025Q4: 3,995 shares; 2026Q1: 3,040 shares 3,040 $280K 0.03% -955 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,581 shares; 2025Q1: 1,664 shares; 2025Q2: 1,832 shares; 2025Q3: 1,802 shares; 2025Q4: 1,750 shares; 2026Q1: 1,373 shares 1,373 $279K 0.03% -377 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,794 shares; 2025Q3: 2,441 shares; 2025Q4: 2,311 shares; 2026Q1: 2,787 shares 2,787 $277K 0.03% +476 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares 2,832 $275K 0.03% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 4,353 shares 4,353 $272K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 428 shares; 2025Q3: 434 shares; 2025Q4: not reported; 2026Q1: 545 shares 545 $270K 0.03% new Timeline HEFA 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: 1,687,128 shares; 2024Q4: 1,710,648 shares; 2025Q1: 1,749,918 shares; 2025Q2: 18,359 shares; 2025Q3: 6,321 shares; 2025Q4: 6,321 shares; 2026Q1: 6,321 shares 6,321 $269K 0.03% 0 Timeline IBAT 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: 7,818 shares 7,818 $267K 0.03% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,982 shares; 2025Q4: 3,982 shares; 2026Q1: 3,982 shares 3,982 $262K 0.03% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,861 shares; 2024Q4: 22,408 shares; 2025Q1: 29,759 shares; 2025Q2: 42,553 shares; 2025Q3: 42,299 shares; 2025Q4: 19,461 shares; 2026Q1: 9,569 shares 9,569 $261K 0.03% -9,892 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,971 shares; 2025Q1: 4,372 shares; 2025Q2: 5,226 shares; 2025Q3: 5,233 shares; 2025Q4: 4,059 shares; 2026Q1: 1,594 shares 1,594 $259K 0.03% -2,465 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 654 shares; 2026Q1: 608 shares 608 $257K 0.03% -46 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200 $257K 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,704 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,561 shares; 2026Q1: 2,029 shares 2,029 $256K 0.02% +468 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: 5,706 shares; 2024Q4: 5,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,038 shares; 2025Q4: 4,224 shares; 2026Q1: 3,493 shares 3,493 $256K 0.02% -731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,617 shares 5,617 $254K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,501 shares 1,501 $254K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,544 shares 1,544 $253K 0.02% new 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: 5,265 shares; 2024Q4: 4,999 shares; 2025Q1: 4,981 shares; 2025Q2: 4,568 shares; 2025Q3: 4,052 shares; 2025Q4: 3,840 shares; 2026Q1: 3,171 shares 3,171 $253K 0.02% -669 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,472 shares 1,472 $252K 0.02% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 4,172 shares; 2025Q1: 4,197 shares; 2025Q2: 4,867 shares; 2025Q3: 4,821 shares; 2025Q4: 4,460 shares; 2026Q1: 3,246 shares 3,246 $252K 0.02% -1,214 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: 3,968 shares; 2024Q4: 5,010 shares; 2025Q1: 4,028 shares; 2025Q2: 3,173 shares; 2025Q3: 3,283 shares; 2025Q4: not reported; 2026Q1: 3,469 shares 3,469 $249K 0.02% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares; 2026Q1: 2,809 shares 2,809 $247K 0.02% -325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: not reported; 2026Q1: 764 shares 764 $245K 0.02% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,775 shares; 2025Q3: 2,904 shares; 2025Q4: 3,022 shares; 2026Q1: 2,805 shares 2,805 $244K 0.02% -217 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: 5,151 shares; 2024Q4: 5,158 shares; 2025Q1: 5,440 shares; 2025Q2: 6,273 shares; 2025Q3: 4,317 shares; 2025Q4: 4,994 shares; 2026Q1: 2,120 shares 2,120 $240K 0.02% -2,874 Timeline UTEN RBB FD INC More: the full row for RBB FD 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: 11,415 shares; 2025Q4: 18,209 shares; 2026Q1: 5,496 shares 5,496 $240K 0.02% -12,713 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,781 shares; 2025Q1: 2,488 shares; 2025Q2: 2,020 shares; 2025Q3: 2,193 shares; 2025Q4: 2,125 shares; 2026Q1: 2,002 shares 2,002 $239K 0.02% -123 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: 255 shares; 2024Q4: 603 shares; 2025Q1: 447 shares; 2025Q2: 961 shares; 2025Q3: 635 shares; 2025Q4: 373 shares; 2026Q1: 219 shares 219 $239K 0.02% -154 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,422 shares 12,422 $238K 0.02% new 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: 2,343 shares; 2024Q4: 2,114 shares; 2025Q1: 1,653 shares; 2025Q2: 1,333 shares; 2025Q3: 1,254 shares; 2025Q4: 1,483 shares; 2026Q1: 1,181 shares 1,181 $236K 0.02% -302 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 439 shares; 2026Q1: 419 shares 419 $235K 0.02% -20 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 1,157 shares; 2025Q4: 1,165 shares; 2026Q1: 1,025 shares 1,025 $234K 0.02% -140 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares; 2025Q4: 3,425 shares; 2026Q1: 3,445 shares 3,445 $234K 0.02% +20 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: 1,812 shares; 2024Q4: not reported; 2025Q1: 1,949 shares; 2025Q2: 2,380 shares; 2025Q3: 2,306 shares; 2025Q4: 2,317 shares; 2026Q1: 2,128 shares 2,128 $233K 0.02% -189 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares 334 $228K 0.02% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares 682 $228K 0.02% new Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 667 shares 667 $226K 0.02% new Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,132 shares; 2025Q1: 1,029 shares; 2025Q2: 1,022 shares; 2025Q3: 952 shares; 2025Q4: 787 shares; 2026Q1: 758 shares 758 $225K 0.02% -29 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 5,547 shares; 2025Q1: 5,608 shares; 2025Q2: 5,125 shares; 2025Q3: 4,526 shares; 2025Q4: 3,545 shares; 2026Q1: 3,418 shares 3,418 $223K 0.02% -127 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: not reported; 2025Q4: not reported; 2026Q1: 404 shares 404 $222K 0.02% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 4,546 shares 4,546 $222K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 956 shares 956 $220K 0.02% new Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 1,632 shares 1,632 $219K 0.02% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,827 shares; 2026Q1: 9,463 shares 9,463 $219K 0.02% +636 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: not reported; 2026Q1: 2,082 shares 2,082 $219K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,537 shares; 2025Q3: 10,644 shares; 2025Q4: 9,566 shares; 2026Q1: 3,197 shares 3,197 $218K 0.02% -6,369 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,764 shares; 2025Q2: 6,764 shares; 2025Q3: 6,764 shares; 2025Q4: not reported; 2026Q1: 5,695 shares 5,695 $218K 0.02% new 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: 825 shares; 2025Q4: not reported; 2026Q1: 774 shares 774 $218K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,060 shares; 2026Q1: 2,562 shares 2,562 $217K 0.02% +502 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to 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: 3,022 shares 3,022 $217K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,985 shares 2,985 $217K 0.02% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,409 shares; 2025Q1: 1,495 shares; 2025Q2: 1,563 shares; 2025Q3: 1,891 shares; 2025Q4: 1,713 shares; 2026Q1: 1,443 shares 1,443 $217K 0.02% -270 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares 940 $217K 0.02% new 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: 2,501 shares; 2025Q2: 2,417 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,646 shares 2,646 $216K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,641 shares 18,641 $215K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196 shares 196 $214K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086 $213K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,900 shares 2,900 $210K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: 6,144 shares; 2025Q3: 4,343 shares; 2025Q4: not reported; 2026Q1: 2,884 shares 2,884 $210K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 7,180 shares; 2025Q1: 8,106 shares; 2025Q2: 8,085 shares; 2025Q3: 6,824 shares; 2025Q4: 7,231 shares; 2026Q1: 6,548 shares 6,548 $210K 0.02% -683 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,558 shares; 2025Q4: 3,665 shares; 2026Q1: 2,966 shares 2,966 $209K 0.02% -699 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,567 shares; 2025Q4: 1,409 shares; 2026Q1: 1,345 shares 1,345 $209K 0.02% -64 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 685 shares; 2025Q1: 805 shares; 2025Q2: 833 shares; 2025Q3: 829 shares; 2025Q4: not reported; 2026Q1: 584 shares 584 $209K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,361 shares 1,361 $208K 0.02% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,777 shares; 2026Q1: 10,777 shares 10,777 $206K 0.02% 0 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS 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: 38,090 shares 38,090 $206K 0.02% new Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,428 shares; 2025Q4: 9,428 shares; 2026Q1: 9,428 shares 9,428 $205K 0.02% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,505 shares 3,505 $205K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares 2,935 $203K 0.02% new 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: 2,198 shares 2,198 $203K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276 shares 276 $201K 0.02% new Timeline EAGG 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: 4,207 shares 4,207 $200K 0.02% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,293 shares 13,293 $200K 0.02% new Timeline SIBN SI BONE INC More: the full row for SI BONE 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: 15,015 shares 15,015 $190K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,076 shares 11,076 $188K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,447 shares; 2026Q1: 16,447 shares 16,447 $182K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,971 shares 35,971 $181K 0.02% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,300 shares; 2024Q4: 30,322 shares; 2025Q1: 30,335 shares; 2025Q2: 30,342 shares; 2025Q3: 34,627 shares; 2025Q4: 34,630 shares; 2026Q1: 34,633 shares 34,633 $179K 0.02% +3 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,845 shares 11,845 $162K 0.02% new Timeline TDUP THREDUP INC More: the full row for THREDUP 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: 17,554 shares; 2025Q4: 31,366 shares; 2026Q1: 38,491 shares 38,491 $126K 0.01% +7,125 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 15,234 shares 15,234 $121K 0.01% new Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,813 shares; 2025Q3: 10,471 shares; 2025Q4: 10,471 shares; 2026Q1: 10,154 shares 10,154 $106K 0.01% -317 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,605 shares 11,605 $97.2K 0.01% new Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,775 shares; 2025Q1: 12,775 shares; 2025Q2: 12,775 shares; 2025Q3: 12,775 shares; 2025Q4: 12,775 shares; 2026Q1: 12,775 shares 12,775 $97.1K 0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,433 shares; 2026Q1: 13,433 shares 13,433 $57.6K 0.01% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS 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: 10,000 shares 10,000 $44.2K <0.01% new Timeline IVVD INVIVYD INC More: the full row for INVIVYD 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: 15,000 shares 15,000 $19.5K <0.01% new Timeline