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: 553,722 shares; 2024Q4: 580,432 shares; 2025Q1: 1,190,153 shares; 2025Q2: 1,320,666 shares; 2025Q3: 1,465,923 shares; 2025Q4: 1,967,043 shares; 2026Q1: 2,159,921 shares 2,159,921 $377M 5.31% +192,878 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: 444,303 shares; 2024Q4: 702,192 shares; 2025Q1: 713,600 shares; 2025Q2: 672,222 shares; 2025Q3: 645,204 shares; 2025Q4: 721,245 shares; 2026Q1: 945,896 shares 945,896 $350M 4.94% +224,651 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: 1,951,704 shares; 2024Q4: 1,655,571 shares; 2025Q1: 1,201,192 shares; 2025Q2: 1,201,922 shares; 2025Q3: 1,119,822 shares; 2025Q4: 1,276,629 shares; 2026Q1: 1,269,514 shares 1,269,514 $264M 3.73% -7,115 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: 1,277,388 shares; 2024Q4: 1,062,460 shares; 2025Q1: 1,257,927 shares; 2025Q2: 762,106 shares; 2025Q3: 992,259 shares; 2025Q4: 828,016 shares; 2026Q1: 736,382 shares 736,382 $249M 3.51% -91,634 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: 582,387 shares; 2024Q4: 547,768 shares; 2025Q1: 441,496 shares; 2025Q2: 417,224 shares; 2025Q3: 398,259 shares; 2025Q4: 419,771 shares; 2026Q1: 457,236 shares 457,236 $228M 3.22% +37,465 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: 721,808 shares; 2024Q4: 675,476 shares; 2025Q1: 571,028 shares; 2025Q2: 315,046 shares; 2025Q3: 300,241 shares; 2025Q4: 285,836 shares; 2026Q1: 367,335 shares 367,335 $210M 2.96% +81,499 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: 1,640,211 shares; 2024Q4: 1,508,248 shares; 2025Q1: 1,467,629 shares; 2025Q2: 1,425,603 shares; 2025Q3: 977,825 shares; 2025Q4: 724,054 shares; 2026Q1: 676,946 shares 676,946 $195M 2.74% -47,108 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: 765,938 shares; 2024Q4: 716,963 shares; 2025Q1: 518,052 shares; 2025Q2: 493,580 shares; 2025Q3: 466,914 shares; 2025Q4: 523,679 shares; 2026Q1: 639,378 shares 639,378 $193M 2.72% +115,699 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,826,084 shares; 2026Q1: 1,852,919 shares 1,852,919 $182M 2.57% +26,835 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,692,407 shares; 2025Q3: 5,487,582 shares; 2025Q4: 11,379,674 shares; 2026Q1: 10,667,236 shares 10,667,236 $153M 2.16% -712,438 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,146 shares; 2025Q1: 17,759 shares; 2025Q2: 38,214 shares; 2025Q3: 24,189 shares; 2025Q4: 368,426 shares; 2026Q1: 475,201 shares 475,201 $139M 1.96% +106,775 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: 98,727 shares; 2024Q4: 627,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 369,963 shares; 2026Q1: 339,637 shares 339,637 $116M 1.64% -30,326 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 94,756 shares; 2026Q1: 86,911 shares 86,911 $115M 1.62% -7,845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 521,332 shares; 2025Q4: 756,014 shares; 2026Q1: 715,106 shares 715,106 $114M 1.61% -40,908 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,012 shares; 2024Q4: 68,261 shares; 2025Q1: 60,112 shares; 2025Q2: 27,702 shares; 2025Q3: 27,242 shares; 2025Q4: 45,055 shares; 2026Q1: 60,610 shares 60,610 $105M 1.48% +15,555 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: 143,914 shares; 2025Q1: 91,075 shares; 2025Q2: 112,869 shares; 2025Q3: 52,124 shares; 2025Q4: 115,138 shares; 2026Q1: 107,392 shares 107,392 $103M 1.46% -7,746 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564,026 shares; 2026Q1: 1,443,901 shares 1,443,901 $103M 1.46% -120,125 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 494,555 shares; 2025Q1: 635,056 shares; 2025Q2: 736,288 shares; 2025Q3: 719,318 shares; 2025Q4: 388,454 shares; 2026Q1: 369,915 shares 369,915 $103M 1.45% -18,539 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: 211,906 shares 211,906 $103M 1.45% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 4,173,935 shares 4,173,935 $102M 1.44% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,340,373 shares; 2025Q1: 1,406,699 shares; 2025Q2: 1,077,020 shares; 2025Q3: 887,837 shares; 2025Q4: 805,267 shares; 2026Q1: 740,194 shares 740,194 $100M 1.41% -65,073 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: 155,761 shares; 2024Q4: 150,126 shares; 2025Q1: 235,108 shares; 2025Q2: 233,580 shares; 2025Q3: 474,822 shares; 2025Q4: 427,603 shares; 2026Q1: 220,589 shares 220,589 $98.5M 1.39% -207,014 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: 128,824 shares; 2024Q4: 132,916 shares; 2025Q1: 154,170 shares; 2025Q2: 137,953 shares; 2025Q3: 141,093 shares; 2025Q4: 147,940 shares; 2026Q1: 162,275 shares 162,275 $97M 1.37% +14,335 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743,591 shares; 2024Q4: 853,038 shares; 2025Q1: 875,815 shares; 2025Q2: 872,424 shares; 2025Q3: 1,671,846 shares; 2025Q4: 1,512,477 shares; 2026Q1: 1,462,481 shares 1,462,481 $95.5M 1.35% -49,996 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: 209,486 shares; 2024Q4: 153,495 shares; 2025Q1: 198,250 shares; 2025Q2: 157,941 shares; 2025Q3: 216,346 shares; 2025Q4: 746,843 shares; 2026Q1: 885,241 shares 885,241 $92.9M 1.31% +138,398 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561,865 shares; 2024Q4: 1,472,558 shares; 2025Q1: 1,522,671 shares; 2025Q2: 1,513,528 shares; 2025Q3: 1,429,864 shares; 2025Q4: 1,330,206 shares; 2026Q1: 1,257,357 shares 1,257,357 $87M 1.23% -72,849 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG 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: 35,000 shares; 2025Q4: 132,763 shares; 2026Q1: 8,481,670 shares 8,481,670 $84.3M 1.19% +8,348,907 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: not reported; 2025Q3: 480 shares; 2025Q4: 575,972 shares; 2026Q1: 378,000 shares 378,000 $80.8M 1.14% -197,972 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: 277,309 shares; 2024Q4: 268,055 shares; 2025Q1: 1,267,167 shares; 2025Q2: 1,283,011 shares; 2025Q3: 1,307,691 shares; 2025Q4: 1,175,622 shares; 2026Q1: 1,506,599 shares 1,506,599 $80.5M 1.13% +330,977 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567,059 shares; 2025Q3: 3,089,290 shares; 2025Q4: 2,803,426 shares; 2026Q1: 2,626,012 shares 2,626,012 $80.1M 1.13% -177,414 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,581 shares; 2024Q4: 72,356 shares; 2025Q1: 393,452 shares; 2025Q2: 466,502 shares; 2025Q3: 242,332 shares; 2025Q4: 226,583 shares; 2026Q1: 353,872 shares 353,872 $74.7M 1.05% +127,289 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 545,417 shares 545,417 $73.1M 1.03% 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: 263,654 shares; 2024Q4: 139,422 shares; 2025Q1: 66,184 shares; 2025Q2: 617,787 shares; 2025Q3: 865,966 shares; 2025Q4: 302,684 shares; 2026Q1: 259,824 shares 259,824 $70.3M 0.99% -42,860 Timeline SPTI 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: 1,676,340 shares; 2024Q4: 1,643,706 shares; 2025Q1: 1,626,727 shares; 2025Q2: 1,833,118 shares; 2025Q3: 1,982,008 shares; 2025Q4: 2,367,256 shares; 2026Q1: 2,288,911 shares 2,288,911 $65.6M 0.92% -78,345 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 990,350 shares; 2025Q3: 631,373 shares; 2025Q4: 540,763 shares; 2026Q1: 474,682 shares 474,682 $60M 0.85% -66,081 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: 870,322 shares; 2024Q4: 829,433 shares; 2025Q1: 861,437 shares; 2025Q2: 914,130 shares; 2025Q3: 861,664 shares; 2025Q4: 780,977 shares; 2026Q1: 679,564 shares 679,564 $57.7M 0.81% -101,413 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,193 shares; 2024Q4: 280,881 shares; 2025Q1: 272,998 shares; 2025Q2: 165,000 shares; 2025Q3: 196,003 shares; 2025Q4: 164 shares; 2026Q1: 1,194,305 shares 1,194,305 $57.5M 0.81% +1,194,141 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,026,480 shares; 2026Q1: 953,168 shares 953,168 $57.5M 0.81% -73,312 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: 11,494 shares; 2024Q4: 11,014 shares; 2025Q1: 12,226 shares; 2025Q2: 208,904 shares; 2025Q3: 196,106 shares; 2025Q4: 181,411 shares; 2026Q1: 169,723 shares 169,723 $54.4M 0.77% -11,688 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 12,698 shares 12,698 $53.5M 0.75% 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: 230,040 shares; 2024Q4: 221,437 shares; 2025Q1: 217,038 shares; 2025Q2: 272,896 shares; 2025Q3: 258,461 shares; 2025Q4: 238,629 shares; 2026Q1: 121,671 shares 121,671 $53.1M 0.75% -116,958 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: 500,452 shares; 2024Q4: 490,539 shares; 2025Q1: 501,382 shares; 2025Q2: 505,849 shares; 2025Q3: 483,367 shares; 2025Q4: 500,483 shares; 2026Q1: 492,741 shares 492,741 $52.3M 0.74% -7,742 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: 399,687 shares; 2024Q4: 383,564 shares; 2025Q1: 400,912 shares; 2025Q2: 381,979 shares; 2025Q3: 381,993 shares; 2025Q4: 357,619 shares; 2026Q1: 321,482 shares 321,482 $50.6M 0.71% -36,137 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 134,634 shares 134,634 $48.3M 0.68% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,347,598 shares; 2025Q4: 2,167,871 shares; 2026Q1: 1,277,419 shares 1,277,419 $44.9M 0.63% -890,452 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: 535,647 shares; 2024Q4: 634,409 shares; 2025Q1: 628,738 shares; 2025Q2: 559,424 shares; 2025Q3: 564,719 shares; 2025Q4: 589,532 shares; 2026Q1: 667,370 shares 667,370 $42.8M 0.6% +77,838 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,287 shares; 2025Q3: 72,446 shares; 2025Q4: 378,743 shares; 2026Q1: 692,666 shares 692,666 $41.2M 0.58% +313,923 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: 468,575 shares; 2024Q4: 427,497 shares; 2025Q1: 444,825 shares; 2025Q2: 446,128 shares; 2025Q3: 425,997 shares; 2025Q4: 509,225 shares; 2026Q1: 538,041 shares 538,041 $39.6M 0.56% +28,816 Timeline VGLT 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: 210,086 shares; 2024Q4: 215,095 shares; 2025Q1: 215,003 shares; 2025Q2: 262,990 shares; 2025Q3: 309,745 shares; 2025Q4: 475,368 shares; 2026Q1: 650,596 shares 650,596 $36M 0.51% +175,228 Timeline VMBS 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: 489,487 shares; 2024Q4: 487,323 shares; 2025Q1: 483,774 shares; 2025Q2: 583,484 shares; 2025Q3: 611,806 shares; 2025Q4: 737,258 shares; 2026Q1: 708,755 shares 708,755 $33.3M 0.47% -28,503 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: 450,752 shares; 2024Q4: 425,065 shares; 2025Q1: 403,198 shares; 2025Q2: 368,403 shares; 2025Q3: 218,324 shares; 2025Q4: 204,749 shares; 2026Q1: 188,653 shares 188,653 $32.3M 0.46% -16,096 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: 488,821 shares; 2024Q4: 536,027 shares; 2025Q1: 546,938 shares; 2025Q2: 546,981 shares; 2025Q3: 510,044 shares; 2025Q4: 589,131 shares; 2026Q1: 641,610 shares 641,610 $32M 0.45% +52,479 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,402 shares; 2024Q4: 185,577 shares; 2025Q1: 182,954 shares; 2025Q2: 125,029 shares; 2025Q3: 127,623 shares; 2025Q4: 143,025 shares; 2026Q1: 156,514 shares 156,514 $30M 0.42% +13,489 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: 374,638 shares; 2024Q4: 333,130 shares; 2025Q1: 317,620 shares; 2025Q2: 425,835 shares; 2025Q3: 135,446 shares; 2025Q4: 112,525 shares; 2026Q1: 101,330 shares 101,330 $29.8M 0.42% -11,195 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: 50,269 shares; 2024Q4: 46,881 shares; 2025Q1: 41,169 shares; 2025Q2: 55,423 shares; 2025Q3: 54,561 shares; 2025Q4: 61,324 shares; 2026Q1: 88,187 shares 88,187 $28.3M 0.4% +26,863 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 129,206 shares 129,206 $27.3M 0.38% +129,196 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: 262,981 shares; 2024Q4: 758,594 shares; 2025Q1: 754,537 shares; 2025Q2: 717,163 shares; 2025Q3: 731,649 shares; 2025Q4: 846,278 shares; 2026Q1: 889,136 shares 889,136 $27.3M 0.38% +42,858 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: 454,483 shares; 2024Q4: 458,688 shares; 2025Q1: 455,049 shares; 2025Q2: 411,216 shares; 2025Q3: 425,801 shares; 2025Q4: 458,789 shares; 2026Q1: 504,599 shares 504,599 $27.3M 0.38% +45,810 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: 1,551,496 shares; 2024Q4: 1,384,709 shares; 2025Q1: 1,166,824 shares; 2025Q2: 262,380 shares; 2025Q3: 147,340 shares; 2025Q4: 125,883 shares; 2026Q1: 111,439 shares 111,439 $27.2M 0.38% -14,444 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 30,397 shares 30,397 $26.3M 0.37% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 81,156 shares 81,156 $25.5M 0.36% new 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: 43,961 shares; 2024Q4: 43,728 shares; 2025Q1: 43,237 shares; 2025Q2: 42,542 shares; 2025Q3: 44,217 shares; 2025Q4: 85,736 shares; 2026Q1: 95,944 shares 95,944 $25.1M 0.35% +10,208 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,841 shares; 2024Q4: 131,938 shares; 2025Q1: 300,531 shares; 2025Q2: 303,767 shares; 2025Q3: 472,102 shares; 2025Q4: 436,205 shares; 2026Q1: 359,192 shares 359,192 $24.5M 0.35% -77,013 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,000 shares; 2024Q4: 150,000 shares; 2025Q1: 200,000 shares; 2025Q2: 230,000 shares; 2025Q3: 275,000 shares; 2025Q4: 300,000 shares; 2026Q1: 320,000 shares 320,000 $23.6M 0.33% +20,000 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: 124,626 shares; 2024Q4: 113,495 shares; 2025Q1: 102,629 shares; 2025Q2: 79,955 shares; 2025Q3: 42,140 shares; 2025Q4: 34,596 shares; 2026Q1: 31,261 shares 31,261 $22.1M 0.31% -3,335 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,000 shares; 2024Q4: 700,000 shares; 2025Q1: 525,000 shares; 2025Q2: 690,000 shares; 2025Q3: 900,000 shares; 2025Q4: 930,000 shares; 2026Q1: 1,100,000 shares 1,100,000 $21.2M 0.3% +170,000 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: not reported; 2024Q4: 74,616 shares; 2025Q1: 68,284 shares; 2025Q2: 258,121 shares; 2025Q3: 186,754 shares; 2025Q4: 175,513 shares; 2026Q1: 176,281 shares 176,281 $21.2M 0.3% +768 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,926 shares; 2024Q4: 165,501 shares; 2025Q1: 166,011 shares; 2025Q2: 163,528 shares; 2025Q3: 161,836 shares; 2025Q4: 149,279 shares; 2026Q1: 628,376 shares 628,376 $21.1M 0.3% +479,097 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: 2,168 shares; 2025Q2: 140,412 shares; 2025Q3: 147,068 shares; 2025Q4: 187,693 shares; 2026Q1: 201,645 shares 201,645 $20.3M 0.29% +13,952 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: 863,608 shares; 2025Q3: 849,300 shares; 2025Q4: 820,908 shares; 2026Q1: 793,086 shares 793,086 $19.7M 0.28% -27,822 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,148 shares; 2024Q4: 347,204 shares; 2025Q1: 355,677 shares; 2025Q2: 350,637 shares; 2025Q3: 328,643 shares; 2025Q4: 223,825 shares; 2026Q1: 195,078 shares 195,078 $18.5M 0.26% -28,747 Timeline SPSB 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: 687,230 shares; 2024Q4: 544,593 shares; 2025Q1: 543,356 shares; 2025Q2: 535,603 shares; 2025Q3: 504,406 shares; 2025Q4: 438,476 shares; 2026Q1: 615,348 shares 615,348 $18.5M 0.26% +176,872 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: 1,176,068 shares; 2024Q4: 1,051,067 shares; 2025Q1: 797,992 shares; 2025Q2: 677,598 shares; 2025Q3: 452,900 shares; 2025Q4: 386,652 shares; 2026Q1: 375,943 shares 375,943 $18.3M 0.26% -10,709 Timeline USHY 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: 1,180,489 shares; 2024Q4: 105,184 shares; 2025Q1: 104,652 shares; 2025Q2: 1,003,025 shares; 2025Q3: 260,794 shares; 2025Q4: 364,166 shares; 2026Q1: 481,267 shares 481,267 $17.7M 0.25% +117,101 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: 535,760 shares; 2024Q4: 474,285 shares; 2025Q1: 460,576 shares; 2025Q2: 366,774 shares; 2025Q3: 177,814 shares; 2025Q4: 160,154 shares; 2026Q1: 155,134 shares 155,134 $17.6M 0.25% -5,020 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840,237 shares; 2024Q4: 777,931 shares; 2025Q1: 855,753 shares; 2025Q2: 960,037 shares; 2025Q3: 960,000 shares; 2025Q4: 1,400,000 shares; 2026Q1: 1,280,796 shares 1,280,796 $17.3M 0.24% -119,204 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: 739,637 shares; 2024Q4: 614,904 shares; 2025Q1: 580,241 shares; 2025Q2: 483,999 shares; 2025Q3: 262,143 shares; 2025Q4: 232,839 shares; 2026Q1: 213,143 shares 213,143 $17M 0.24% -19,696 Timeline SPTS 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: 310,068 shares; 2024Q4: 317,413 shares; 2025Q1: 317,012 shares; 2025Q2: 420,678 shares; 2025Q3: 490,296 shares; 2025Q4: 605,699 shares; 2026Q1: 564,748 shares 564,748 $16.5M 0.23% -40,951 Timeline WEST FRASER TIMBER CO LTD WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER 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: 309,921 shares; 2026Q1: 242,243 shares 242,243 $15.8M 0.22% -67,678 SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 289,276 shares; 2025Q1: 224,137 shares; 2025Q2: 226,848 shares; 2025Q3: 267,648 shares; 2025Q4: 491,379 shares; 2026Q1: 709,478 shares 709,478 $15.2M 0.21% +218,099 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: 256,524 shares; 2024Q4: 268,605 shares; 2025Q1: 237,529 shares; 2025Q2: 222,630 shares; 2025Q3: 126,832 shares; 2025Q4: 117,318 shares; 2026Q1: 110,118 shares 110,118 $14.6M 0.21% -7,200 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: 354,581 shares; 2024Q4: 326,137 shares; 2025Q1: 299,424 shares; 2025Q2: 228,302 shares; 2025Q3: 121,237 shares; 2025Q4: 108,671 shares; 2026Q1: 103,065 shares 103,065 $14.4M 0.2% -5,606 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 374,114 shares; 2025Q4: 389,844 shares; 2026Q1: 375,846 shares 375,846 $14.3M 0.2% -13,998 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,252 shares; 2024Q4: 235,390 shares; 2025Q1: 234,054 shares; 2025Q2: 259,880 shares; 2025Q3: 248,309 shares; 2025Q4: 291,369 shares; 2026Q1: 297,071 shares 297,071 $13.6M 0.19% +5,702 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: 20,662 shares; 2024Q4: 20,354 shares; 2025Q1: 23,237 shares; 2025Q2: 21,758 shares; 2025Q3: 21,666 shares; 2025Q4: 23,404 shares; 2026Q1: 20,735 shares 20,735 $13.5M 0.19% -2,669 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,465 shares; 2024Q4: 262,101 shares; 2025Q1: 259,972 shares; 2025Q2: 232,107 shares; 2025Q3: 242,294 shares; 2025Q4: 269,020 shares; 2026Q1: 306,393 shares 306,393 $13.2M 0.19% +37,373 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,000 shares; 2024Q4: 200,000 shares; 2025Q1: 200,000 shares; 2025Q2: 183,292 shares; 2025Q3: 1,851,569 shares; 2025Q4: 1,650,304 shares; 2026Q1: 235,477 shares 235,477 $13M 0.18% -1,414,827 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: 141,763 shares; 2024Q4: 136,898 shares; 2025Q1: 133,308 shares; 2025Q2: 95,915 shares; 2025Q3: 88,478 shares; 2025Q4: 85,852 shares; 2026Q1: 84,943 shares 84,943 $13M 0.18% -909 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,745 shares; 2024Q4: 33,771 shares; 2025Q1: 33,223 shares; 2025Q2: 31,023 shares; 2025Q3: 32,553 shares; 2025Q4: 36,909 shares; 2026Q1: 42,758 shares 42,758 $12.3M 0.17% +5,849 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: 152,495 shares; 2024Q4: 147,271 shares; 2025Q1: 143,997 shares; 2025Q2: 221,764 shares; 2025Q3: 210,156 shares; 2025Q4: 157,811 shares; 2026Q1: 129,867 shares 129,867 $12.1M 0.17% -27,944 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,667 shares; 2025Q2: 117,457 shares; 2025Q3: 87,003 shares; 2025Q4: 79,172 shares; 2026Q1: 68,252 shares 68,252 $11.7M 0.17% -10,920 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,589 shares; 2025Q3: 82,388 shares; 2025Q4: 84,052 shares; 2026Q1: 90,221 shares 90,221 $11.6M 0.16% +6,169 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: 557,727 shares; 2024Q4: 509,364 shares; 2025Q1: 475,080 shares; 2025Q2: 393,893 shares; 2025Q3: 211,054 shares; 2025Q4: 189,006 shares; 2026Q1: 183,155 shares 183,155 $11.1M 0.16% -5,851 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: 157,074 shares; 2024Q4: 3,220 shares; 2025Q1: 1,800 shares; 2025Q2: 1,485 shares; 2025Q3: 1,125 shares; 2025Q4: 2,150 shares; 2026Q1: 42,922 shares 42,922 $10.9M 0.15% +40,772 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,778 shares; 2025Q2: 178,427 shares; 2025Q3: 125,938 shares; 2025Q4: 111,471 shares; 2026Q1: 100,190 shares 100,190 $10.8M 0.15% -11,281 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,308 shares; 2024Q4: 63,067 shares; 2025Q1: 63,042 shares; 2025Q2: 68,809 shares; 2025Q3: 85,816 shares; 2025Q4: 104,141 shares; 2026Q1: 127,106 shares 127,106 $10.5M 0.15% +22,965 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,295 shares; 2024Q4: not reported; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 121,540 shares; 2025Q4: 181,540 shares; 2026Q1: 171,540 shares 171,540 $10.5M 0.15% -10,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: not reported; 2026Q1: 88,740 shares 88,740 $10.2M 0.14% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,743 shares 110,743 $10.1M 0.14% new 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: 63,228 shares; 2024Q4: 58,297 shares; 2025Q1: 53,751 shares; 2025Q2: 43,369 shares; 2025Q3: 23,622 shares; 2025Q4: 20,004 shares; 2026Q1: 16,738 shares 16,738 $10.1M 0.14% -3,266 Timeline HYDB 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: 419,550 shares; 2025Q1: 392,550 shares; 2025Q2: 1,111 shares; 2025Q3: 19,946 shares; 2025Q4: 121,945 shares; 2026Q1: 217,378 shares 217,378 $10M 0.14% +95,433 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,000 shares; 2024Q4: 486,003 shares; 2025Q1: 800,000 shares; 2025Q2: 815,671 shares; 2025Q3: 462,577 shares; 2025Q4: 562,577 shares; 2026Q1: 599,577 shares 599,577 $9.79M 0.14% +37,000 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,775 shares; 2025Q2: 68,177 shares; 2025Q3: 49,629 shares; 2025Q4: 50,129 shares; 2026Q1: 48,234 shares 48,234 $9.71M 0.14% -1,895 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: 199,641 shares; 2024Q4: 192,451 shares; 2025Q1: 187,168 shares; 2025Q2: 189,183 shares; 2025Q3: 178,788 shares; 2025Q4: 161,234 shares; 2026Q1: 163,072 shares 163,072 $9.53M 0.13% +1,838 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR 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: 300,000 shares; 2025Q4: 322,849 shares; 2026Q1: 399,486 shares 399,486 $9.45M 0.13% +76,637 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: 69,967 shares; 2024Q4: 65,538 shares; 2025Q1: 51,393 shares; 2025Q2: 47,620 shares; 2025Q3: 28,512 shares; 2025Q4: 26,775 shares; 2026Q1: 26,519 shares 26,519 $9.45M 0.13% -256 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: 116,125 shares; 2024Q4: 109,117 shares; 2025Q1: 98,101 shares; 2025Q2: 79,515 shares; 2025Q3: 44,337 shares; 2025Q4: 41,614 shares; 2026Q1: 37,416 shares 37,416 $9.17M 0.13% -4,198 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: 141,363 shares; 2025Q3: 130,009 shares; 2025Q4: 126,696 shares; 2026Q1: 123,779 shares 123,779 $9M 0.13% -2,917 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: 65,125 shares; 2025Q2: 237,461 shares; 2025Q3: 172,176 shares; 2025Q4: 165,573 shares; 2026Q1: 152,065 shares 152,065 $8.94M 0.13% -13,508 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: 28,076 shares; 2024Q4: 53,132 shares; 2025Q1: 71,383 shares; 2025Q2: 122,293 shares; 2025Q3: 68,224 shares; 2025Q4: 63,496 shares; 2026Q1: 58,847 shares 58,847 $8.82M 0.12% -4,649 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: 489,621 shares; 2024Q4: 449,392 shares; 2025Q1: 430,955 shares; 2025Q2: 346,746 shares; 2025Q3: 193,202 shares; 2025Q4: 174,248 shares; 2026Q1: 168,269 shares 168,269 $8.75M 0.12% -5,979 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 350,000 shares; 2025Q1: 450,000 shares; 2025Q2: 470,287 shares; 2025Q3: 470,287 shares; 2025Q4: 470,287 shares; 2026Q1: 484,963 shares 484,963 $8.65M 0.12% +14,676 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,253 shares; 2024Q4: 84,500 shares; 2025Q1: 63,807 shares; 2025Q2: 61,259 shares; 2025Q3: 39,818 shares; 2025Q4: 40,724 shares; 2026Q1: 41,328 shares 41,328 $8.6M 0.12% +604 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: 98,013 shares; 2024Q4: 93,199 shares; 2025Q1: 88,432 shares; 2025Q2: 82,161 shares; 2025Q3: 40,520 shares; 2025Q4: 34,360 shares; 2026Q1: 32,497 shares 32,497 $8.13M 0.11% -1,863 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: 54,371 shares; 2024Q4: 50,222 shares; 2025Q1: 46,195 shares; 2025Q2: 36,033 shares; 2025Q3: 19,136 shares; 2025Q4: 17,643 shares; 2026Q1: 15,055 shares 15,055 $8.1M 0.11% -2,588 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: 384,709 shares; 2024Q4: 373,188 shares; 2025Q1: 354,609 shares; 2025Q2: 328,736 shares; 2025Q3: 183,449 shares; 2025Q4: 163,903 shares; 2026Q1: 156,399 shares 156,399 $8.06M 0.11% -7,504 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,989 shares; 2024Q4: 162,797 shares; 2025Q1: 162,797 shares; 2025Q2: 156,621 shares; 2025Q3: 156,621 shares; 2025Q4: 168,227 shares; 2026Q1: 216,066 shares 216,066 $8.04M 0.11% +47,839 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,475 shares; 2024Q4: 93,689 shares; 2025Q1: 128,091 shares; 2025Q2: 235,353 shares; 2025Q3: 137,180 shares; 2025Q4: 131,376 shares; 2026Q1: 119,688 shares 119,688 $7.93M 0.11% -11,688 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,045 shares; 2025Q1: 250,000 shares; 2025Q2: 270,000 shares; 2025Q3: 237,287 shares; 2025Q4: 237,287 shares; 2026Q1: 252,287 shares 252,287 $7.75M 0.11% +15,000 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: 82,630 shares; 2024Q4: 74,662 shares; 2025Q1: 69,072 shares; 2025Q2: 52,854 shares; 2025Q3: 28,740 shares; 2025Q4: 26,899 shares; 2026Q1: 25,671 shares 25,671 $7.49M 0.11% -1,228 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 46,114 shares 46,114 $7.49M 0.11% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,190 shares; 2025Q3: 117,893 shares; 2025Q4: 122,780 shares; 2026Q1: 120,864 shares 120,864 $7.38M 0.1% -1,916 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: 870,870 shares; 2024Q4: 642,408 shares; 2025Q1: 613,964 shares; 2025Q2: 800,322 shares; 2025Q3: 754,454 shares; 2025Q4: 444,337 shares; 2026Q1: 20,969 shares 20,969 $7.24M 0.1% -423,368 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: 15,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 64,554 shares 64,554 $7.19M 0.1% +59,554 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: 319,287 shares; 2024Q4: 289,117 shares; 2025Q1: 267,450 shares; 2025Q2: 229,482 shares; 2025Q3: 116,674 shares; 2025Q4: 97,437 shares; 2026Q1: 82,859 shares 82,859 $7.18M 0.1% -14,578 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: 419,667 shares; 2024Q4: 390,972 shares; 2025Q1: 363,336 shares; 2025Q2: 317,614 shares; 2025Q3: 175,251 shares; 2025Q4: 164,383 shares; 2026Q1: 152,960 shares 152,960 $7.03M 0.1% -11,423 Timeline IXUS 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: 47,790 shares; 2024Q4: 49,760 shares; 2025Q1: 51,286 shares; 2025Q2: 43,929 shares; 2025Q3: 37,380 shares; 2025Q4: 44,353 shares; 2026Q1: 79,884 shares 79,884 $6.92M 0.1% +35,531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 310 shares; 2026Q1: 22,323 shares 22,323 $6.91M 0.1% +22,013 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,212 shares; 2024Q4: 143,856 shares; 2025Q1: 140,626 shares; 2025Q2: 151,141 shares; 2025Q3: 139,610 shares; 2025Q4: 136,840 shares; 2026Q1: 133,848 shares 133,848 $6.61M 0.09% -2,992 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 200,000 shares; 2025Q1: 325,000 shares; 2025Q2: 380,000 shares; 2025Q3: 600,000 shares; 2025Q4: 700,000 shares; 2026Q1: 722,460 shares 722,460 $6.6M 0.09% +22,460 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035,575 shares; 2024Q4: 4,921,778 shares; 2025Q1: 2,829,862 shares; 2025Q2: 2,563,735 shares; 2025Q3: 215,206 shares; 2025Q4: 181,811 shares; 2026Q1: 158,495 shares 158,495 $6.51M 0.09% -23,316 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: 56,697 shares; 2024Q4: 47,253 shares; 2025Q1: 47,052 shares; 2025Q2: 44,174 shares; 2025Q3: 42,949 shares; 2025Q4: 42,889 shares; 2026Q1: 43,558 shares 43,558 $6.45M 0.09% +669 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: 15,401 shares; 2024Q4: 27,099 shares; 2025Q1: 38,000 shares; 2025Q2: 64,721 shares; 2025Q3: 34,228 shares; 2025Q4: 31,446 shares; 2026Q1: 31,049 shares 31,049 $6.44M 0.09% -397 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,705 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 189,195 shares 189,195 $6.39M 0.09% +139,195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,174 shares; 2025Q3: 182,201 shares; 2025Q4: 166,932 shares; 2026Q1: 173,167 shares 173,167 $6.36M 0.09% +6,235 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,720 shares; 2024Q4: 781,986 shares; 2025Q1: 439,001 shares; 2025Q2: 441,826 shares; 2025Q3: 1,290 shares; 2025Q4: 40,089 shares; 2026Q1: 47,500 shares 47,500 $6.23M 0.09% +7,411 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: 122,903 shares; 2024Q4: 117,861 shares; 2025Q1: 115,525 shares; 2025Q2: 123,482 shares; 2025Q3: 113,842 shares; 2025Q4: 112,041 shares; 2026Q1: 108,986 shares 108,986 $6.17M 0.09% -3,055 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,007 shares; 2026Q1: 102,850 shares 102,850 $6.17M 0.09% -157 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: 29,629 shares; 2024Q4: 54,007 shares; 2025Q1: 50,239 shares; 2025Q2: 109,703 shares; 2025Q3: 57,744 shares; 2025Q4: 49,064 shares; 2026Q1: 47,035 shares 47,035 $6.16M 0.09% -2,029 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,260 shares; 2024Q4: 112,311 shares; 2025Q1: 108,287 shares; 2025Q2: 69,484 shares; 2025Q3: 51,926 shares; 2025Q4: 51,361 shares; 2026Q1: 90,329 shares 90,329 $6.1M 0.09% +38,968 Timeline VCLT 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: 81,150 shares; 2024Q4: 10,616 shares; 2025Q1: 10,667 shares; 2025Q2: 15,853 shares; 2025Q3: 11,834 shares; 2025Q4: 14,507 shares; 2026Q1: 81,471 shares 81,471 $6.09M 0.09% +66,964 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: 130,284 shares; 2024Q4: 121,804 shares; 2025Q1: 39,225 shares; 2025Q2: 36,878 shares; 2025Q3: 8,952 shares; 2025Q4: 7,059 shares; 2026Q1: 11,232 shares 11,232 $6.05M 0.09% +4,173 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,990 shares; 2024Q4: 113,400 shares; 2025Q1: 156,732 shares; 2025Q2: 262,514 shares; 2025Q3: 127,999 shares; 2025Q4: 116,608 shares; 2026Q1: 101,775 shares 101,775 $5.93M 0.08% -14,833 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,909 shares; 2025Q2: 112,341 shares; 2025Q3: 80,323 shares; 2025Q4: 79,098 shares; 2026Q1: 76,516 shares 76,516 $5.64M 0.08% -2,582 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,102 shares; 2024Q4: 101,776 shares; 2025Q1: 99,346 shares; 2025Q2: 96,922 shares; 2025Q3: 89,029 shares; 2025Q4: 86,881 shares; 2026Q1: 84,839 shares 84,839 $5.61M 0.08% -2,042 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,000 shares; 2025Q1: 75,000 shares; 2025Q2: 45,812 shares; 2025Q3: 63,907 shares; 2025Q4: 62,680 shares; 2026Q1: 82,680 shares 82,680 $5.56M 0.08% +20,000 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,731 shares; 2025Q3: 91,681 shares; 2025Q4: 105,217 shares; 2026Q1: 107,150 shares 107,150 $5.46M 0.08% +1,933 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: 145,866 shares; 2025Q3: 131,152 shares; 2025Q4: 127,759 shares; 2026Q1: 127,564 shares 127,564 $5.2M 0.07% -195 Timeline VYMI 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: 81,177 shares; 2024Q4: 70,179 shares; 2025Q1: 67,144 shares; 2025Q2: 66,021 shares; 2025Q3: 63,727 shares; 2025Q4: 58,162 shares; 2026Q1: 54,912 shares 54,912 $5.17M 0.07% -3,250 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: 309,818 shares; 2024Q4: 298,411 shares; 2025Q1: 287,588 shares; 2025Q2: 274,420 shares; 2025Q3: 153,012 shares; 2025Q4: 134,099 shares; 2026Q1: 130,180 shares 130,180 $5.11M 0.07% -3,919 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: 108,412 shares; 2024Q4: 99,162 shares; 2025Q1: 91,348 shares; 2025Q2: 79,642 shares; 2025Q3: 42,901 shares; 2025Q4: 40,078 shares; 2026Q1: 37,414 shares 37,414 $5.06M 0.07% -2,664 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL 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: 219,213 shares; 2025Q3: 202,682 shares; 2025Q4: 200,113 shares; 2026Q1: 197,727 shares 197,727 $5.04M 0.07% -2,386 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,868 shares; 2024Q4: 43,279 shares; 2025Q1: 42,081 shares; 2025Q2: 43,165 shares; 2025Q3: 39,737 shares; 2025Q4: 38,809 shares; 2026Q1: 37,987 shares 37,987 $4.97M 0.07% -822 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: 337,101 shares; 2024Q4: 311,555 shares; 2025Q1: 317,629 shares; 2025Q2: 356,232 shares; 2025Q3: 326,495 shares; 2025Q4: 315,414 shares; 2026Q1: 310,776 shares 310,776 $4.94M 0.07% -4,638 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,603 shares; 2024Q4: 73,059 shares; 2025Q1: 69,708 shares; 2025Q2: 65,528 shares; 2025Q3: 35,685 shares; 2025Q4: 31,630 shares; 2026Q1: 31,148 shares 31,148 $4.9M 0.07% -482 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES 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: 832 shares; 2025Q3: 12,922 shares; 2025Q4: 77,226 shares; 2026Q1: 159,971 shares 159,971 $4.52M 0.06% +82,745 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,686 shares; 2024Q4: 24,951 shares; 2025Q1: 35,015 shares; 2025Q2: 45,785 shares; 2025Q3: 26,125 shares; 2025Q4: 22,171 shares; 2026Q1: 19,266 shares 19,266 $4.49M 0.06% -2,905 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 200,000 shares 200,000 $4.47M 0.06% +50,000 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,293 shares; 2024Q4: 31,843 shares; 2025Q1: 31,055 shares; 2025Q2: 24,213 shares; 2025Q3: 22,137 shares; 2025Q4: 21,571 shares; 2026Q1: 21,305 shares 21,305 $4.45M 0.06% -266 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: 296,384 shares; 2024Q4: 273,256 shares; 2025Q1: 254,886 shares; 2025Q2: 203,462 shares; 2025Q3: 111,271 shares; 2025Q4: 100,844 shares; 2026Q1: 95,816 shares 95,816 $4.45M 0.06% -5,028 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 13,238 shares; 2025Q4: 72,270 shares; 2026Q1: 146,677 shares 146,677 $4.43M 0.06% +74,407 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,314 shares; 2024Q4: 41,506 shares; 2025Q1: 40,485 shares; 2025Q2: 44,212 shares; 2025Q3: 40,537 shares; 2025Q4: 39,607 shares; 2026Q1: 39,084 shares 39,084 $4.38M 0.06% -523 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 65,000 shares; 2025Q4: 15,044 shares; 2026Q1: 35,524 shares 35,524 $4.31M 0.06% +20,480 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,195 shares; 2024Q4: 285,672 shares; 2025Q1: 261,271 shares; 2025Q2: 248,383 shares; 2025Q3: 137,795 shares; 2025Q4: 128,301 shares; 2026Q1: 119,716 shares 119,716 $4.3M 0.06% -8,585 Timeline DESCARTES SYSTEMS GRP/THE DESCARTES SYSTEMS GRP/THE More: the full row for DESCARTES SYSTEMS GRP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,929 shares 59,929 $4.28M 0.06% new SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,175 shares; 2024Q4: 161,840 shares; 2025Q1: 152,049 shares; 2025Q2: 130,819 shares; 2025Q3: 70,079 shares; 2025Q4: 65,430 shares; 2026Q1: 59,735 shares 59,735 $4.26M 0.06% -5,695 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: 206,097 shares; 2024Q4: 189,186 shares; 2025Q1: 173,833 shares; 2025Q2: 134,511 shares; 2025Q3: 63,599 shares; 2025Q4: 53,513 shares; 2026Q1: 46,476 shares 46,476 $4.23M 0.06% -7,037 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,159 shares; 2024Q4: 138,947 shares; 2025Q1: 141,711 shares; 2025Q2: 180,558 shares; 2025Q3: 165,230 shares; 2025Q4: 161,661 shares; 2026Q1: 157,477 shares 157,477 $4.18M 0.06% -4,184 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,053 shares; 2024Q4: 289,462 shares; 2025Q1: 426,754 shares; 2025Q2: 455,543 shares; 2025Q3: 404,514 shares; 2025Q4: 319,516 shares; 2026Q1: 248,374 shares 248,374 $4.17M 0.06% -71,142 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: 14,341 shares; 2024Q4: 27,160 shares; 2025Q1: 38,613 shares; 2025Q2: 66,646 shares; 2025Q3: 33,218 shares; 2025Q4: 27,672 shares; 2026Q1: 24,616 shares 24,616 $4.16M 0.06% -3,056 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: 61,856 shares; 2024Q4: 36,599 shares; 2025Q1: 34,105 shares; 2025Q2: 53,388 shares; 2025Q3: 36,720 shares; 2025Q4: 33,098 shares; 2026Q1: 29,488 shares 29,488 $4.16M 0.06% -3,610 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,134 shares; 2024Q4: 63,906 shares; 2025Q1: 60,692 shares; 2025Q2: 54,754 shares; 2025Q3: 26,756 shares; 2025Q4: 22,603 shares; 2026Q1: 19,176 shares 19,176 $4.1M 0.06% -3,427 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,941 shares; 2024Q4: 304,417 shares; 2025Q1: 297,523 shares; 2025Q2: 245,241 shares; 2025Q3: 226,438 shares; 2025Q4: 215,727 shares; 2026Q1: 218,977 shares 218,977 $4.06M 0.06% +3,250 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: 174,015 shares; 2024Q4: 164,046 shares; 2025Q1: 154,882 shares; 2025Q2: 132,557 shares; 2025Q3: 73,880 shares; 2025Q4: 66,076 shares; 2026Q1: 63,149 shares 63,149 $3.87M 0.05% -2,927 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: 55,877 shares; 2024Q4: 18,271 shares; 2025Q1: 18,318 shares; 2025Q2: 23,697 shares; 2025Q3: 30,999 shares; 2025Q4: 39,183 shares; 2026Q1: 48,134 shares 48,134 $3.82M 0.05% +8,951 Timeline TFI INTERNATIONAL INC TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL 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: 32,500 shares; 2026Q1: 35,101 shares 35,101 $3.81M 0.05% +2,601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267,825 shares; 2025Q3: 273,092 shares; 2025Q4: 17,656 shares; 2026Q1: 10,856 shares 10,856 $3.67M 0.05% -6,800 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,000 shares; 2024Q4: 104,382 shares; 2025Q1: 200,000 shares; 2025Q2: 373,055 shares; 2025Q3: 374,666 shares; 2025Q4: 374,666 shares; 2026Q1: 376,343 shares 376,343 $3.64M 0.05% +1,677 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 89,043 shares; 2025Q3: 81,356 shares; 2025Q4: 79,439 shares; 2026Q1: 79,680 shares 79,680 $3.62M 0.05% +241 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: 156,424 shares; 2024Q4: 142,716 shares; 2025Q1: 132,282 shares; 2025Q2: 116,181 shares; 2025Q3: 62,343 shares; 2025Q4: 57,311 shares; 2026Q1: 54,231 shares 54,231 $3.59M 0.05% -3,080 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597,072 shares; 2024Q4: 550,173 shares; 2025Q1: 518,495 shares; 2025Q2: 458,212 shares; 2025Q3: 259,142 shares; 2025Q4: 235,730 shares; 2026Q1: 225,893 shares 225,893 $3.54M 0.05% -9,837 Timeline QEFA 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: 3,283 shares; 2024Q4: 3,677 shares; 2025Q1: 3,735 shares; 2025Q2: 4,042 shares; 2025Q3: 11,639 shares; 2025Q4: 22,530 shares; 2026Q1: 37,484 shares 37,484 $3.5M 0.05% +14,954 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: 462,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,255 shares; 2025Q3: 21,700 shares; 2025Q4: 21,448 shares; 2026Q1: 23,103 shares 23,103 $3.49M 0.05% +1,655 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,999 shares; 2024Q4: 34,761 shares; 2025Q1: 24,681 shares; 2025Q2: 35,222 shares; 2025Q3: 20,506 shares; 2025Q4: 19,062 shares; 2026Q1: 18,809 shares 18,809 $3.43M 0.05% -253 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,958 shares; 2024Q4: 81,843 shares; 2025Q1: 78,064 shares; 2025Q2: 69,167 shares; 2025Q3: 37,797 shares; 2025Q4: 33,056 shares; 2026Q1: 32,012 shares 32,012 $3.42M 0.05% -1,044 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,489 shares; 2024Q4: 25,700 shares; 2025Q1: 22,877 shares; 2025Q2: 31,597 shares; 2025Q3: 20,256 shares; 2025Q4: 18,463 shares; 2026Q1: 17,296 shares 17,296 $3.41M 0.05% -1,167 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,948 shares; 2024Q4: 19,238 shares; 2025Q1: 18,797 shares; 2025Q2: 19,821 shares; 2025Q3: 18,184 shares; 2025Q4: 17,668 shares; 2026Q1: 17,293 shares 17,293 $3.4M 0.05% -375 Timeline ABEV AMBEV SA More: the full row for AMBEV 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: 1,280,792 shares; 2025Q3: 1,180,034 shares; 2025Q4: 1,154,607 shares; 2026Q1: 1,144,449 shares 1,144,449 $3.34M 0.05% -10,158 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 7,326 shares; 2025Q1: 6,947 shares; 2025Q2: 12,928 shares; 2025Q3: 9,241 shares; 2025Q4: 9,121 shares; 2026Q1: 8,679 shares 8,679 $3.15M 0.04% -442 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,590 shares; 2024Q4: 43,029 shares; 2025Q1: 37,811 shares; 2025Q2: 50,830 shares; 2025Q3: 24,602 shares; 2025Q4: 20,881 shares; 2026Q1: 19,906 shares 19,906 $3.13M 0.04% -975 Timeline TFI 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: 50,176 shares; 2025Q4: 63,763 shares; 2026Q1: 69,048 shares 69,048 $3.13M 0.04% +5,285 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: 2,194 shares; 2024Q4: 2,305 shares; 2025Q1: 2,350 shares; 2025Q2: 2,532 shares; 2025Q3: 5,621 shares; 2025Q4: 9,978 shares; 2026Q1: 16,265 shares 16,265 $3.12M 0.04% +6,287 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304,896 shares; 2025Q3: 281,739 shares; 2025Q4: 278,041 shares; 2026Q1: 275,087 shares 275,087 $3.1M 0.04% -2,954 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,107 shares; 2024Q4: 49,298 shares; 2025Q1: 48,738 shares; 2025Q2: 46,054 shares; 2025Q3: 42,333 shares; 2025Q4: 39,664 shares; 2026Q1: 40,226 shares 40,226 $3.08M 0.04% +562 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,610 shares; 2024Q4: 331,053 shares; 2025Q1: 323,256 shares; 2025Q2: 346,597 shares; 2025Q3: 319,922 shares; 2025Q4: 310,856 shares; 2026Q1: 306,509 shares 306,509 $3.07M 0.04% -4,347 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,169 shares; 2025Q2: 4,988 shares; 2025Q3: 21,562 shares; 2025Q4: 24,581 shares; 2026Q1: 28,334 shares 28,334 $3.07M 0.04% +3,753 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,869 shares; 2024Q4: 47,812 shares; 2025Q1: 46,748 shares; 2025Q2: 60,136 shares; 2025Q3: 55,461 shares; 2025Q4: 53,908 shares; 2026Q1: 52,491 shares 52,491 $3.05M 0.04% -1,417 Timeline JD JD.COM INC More: the full row for JD.COM 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: 120,767 shares; 2025Q3: 109,597 shares; 2025Q4: 103,457 shares; 2026Q1: 103,246 shares 103,246 $3.05M 0.04% -211 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 15,140 shares; 2025Q1: 28,256 shares; 2025Q2: 63,473 shares; 2025Q3: 36,902 shares; 2025Q4: 37,783 shares; 2026Q1: 34,419 shares 34,419 $2.99M 0.04% -3,364 Timeline SCMB 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: 81,089 shares; 2025Q4: 107,109 shares; 2026Q1: 117,071 shares 117,071 $2.98M 0.04% +9,962 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: not reported; 2025Q1: 20,000 shares; 2025Q2: 42,595 shares; 2025Q3: 35,381 shares; 2025Q4: 16,570 shares; 2026Q1: 16,301 shares 16,301 $2.97M 0.04% -269 Timeline JNK 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: 27,694 shares; 2024Q4: 28,397 shares; 2025Q1: 28,363 shares; 2025Q2: 28,742 shares; 2025Q3: 28,742 shares; 2025Q4: 29,889 shares; 2026Q1: 31,044 shares 31,044 $2.97M 0.04% +1,155 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,290 shares; 2024Q4: 40,605 shares; 2025Q1: 39,679 shares; 2025Q2: 36,496 shares; 2025Q3: 33,620 shares; 2025Q4: 32,930 shares; 2026Q1: 32,335 shares 32,335 $2.95M 0.04% -595 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: 17,626 shares; 2024Q4: 15,582 shares; 2025Q1: 29,384 shares; 2025Q2: 23,814 shares; 2025Q3: 7,886 shares; 2025Q4: 9,663 shares; 2026Q1: 8,856 shares 8,856 $2.89M 0.04% -807 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: 167,889 shares; 2024Q4: 159,379 shares; 2025Q1: 153,764 shares; 2025Q2: 131,242 shares; 2025Q3: 120,809 shares; 2025Q4: 119,469 shares; 2026Q1: 118,323 shares 118,323 $2.88M 0.04% -1,146 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,372 shares; 2025Q2: 57,507 shares; 2025Q3: 41,830 shares; 2025Q4: 42,033 shares; 2026Q1: 39,388 shares 39,388 $2.86M 0.04% -2,645 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,699 shares; 2024Q4: 156,221 shares; 2025Q1: 158,452 shares; 2025Q2: 213,858 shares; 2025Q3: 196,300 shares; 2025Q4: 186,771 shares; 2026Q1: 185,210 shares 185,210 $2.78M 0.04% -1,561 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,472 shares; 2024Q4: 366,117 shares; 2025Q1: 355,533 shares; 2025Q2: 318,994 shares; 2025Q3: 168,802 shares; 2025Q4: 136,752 shares; 2026Q1: 122,599 shares 122,599 $2.76M 0.04% -14,153 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,674 shares; 2024Q4: 109,767 shares; 2025Q1: 109,813 shares; 2025Q2: 152,220 shares; 2025Q3: 79,552 shares; 2025Q4: 71,634 shares; 2026Q1: 68,301 shares 68,301 $2.72M 0.04% -3,333 Timeline FALN 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: 108,327 shares; 2024Q4: 91,653 shares; 2025Q1: 91,230 shares; 2025Q2: 95,229 shares; 2025Q3: 93,133 shares; 2025Q4: 99,055 shares; 2026Q1: 101,560 shares 101,560 $2.71M 0.04% +2,505 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 84,162 shares; 2026Q1: 96,820 shares 96,820 $2.71M 0.04% +12,658 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,496 shares; 2024Q4: 22,949 shares; 2025Q1: 22,314 shares; 2025Q2: 28,655 shares; 2025Q3: 15,531 shares; 2025Q4: 13,954 shares; 2026Q1: 13,660 shares 13,660 $2.71M 0.04% -294 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,154 shares; 2024Q4: 197,658 shares; 2025Q1: 183,915 shares; 2025Q2: 151,396 shares; 2025Q3: 81,577 shares; 2025Q4: 74,480 shares; 2026Q1: 72,261 shares 72,261 $2.69M 0.04% -2,219 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,982 shares; 2024Q4: 25,962 shares; 2025Q1: 26,508 shares; 2025Q2: 26,576 shares; 2025Q3: 24,485 shares; 2025Q4: 24,121 shares; 2026Q1: 23,800 shares 23,800 $2.64M 0.04% -321 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,840 shares; 2024Q4: 32,309 shares; 2025Q1: 31,887 shares; 2025Q2: 39,367 shares; 2025Q3: 35,840 shares; 2025Q4: 33,553 shares; 2026Q1: 34,849 shares 34,849 $2.59M 0.04% +1,296 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994,079 shares; 2025Q1: 1,167,520 shares; 2025Q2: not reported; 2025Q3: 1,596,717 shares; 2025Q4: 1,088,523 shares; 2026Q1: 14,387 shares 14,387 $2.58M 0.04% -1,074,136 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 200,000 shares 200,000 $2.55M 0.04% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,457 shares; 2024Q4: 57,504 shares; 2025Q1: 52,337 shares; 2025Q2: 68,983 shares; 2025Q3: 37,145 shares; 2025Q4: 33,400 shares; 2026Q1: 33,329 shares 33,329 $2.51M 0.04% -71 Timeline SCHP 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: 4,421 shares; 2026Q1: 91,364 shares 91,364 $2.43M 0.03% +86,943 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,946 shares; 2025Q1: 11,272 shares; 2025Q2: 24,227 shares; 2025Q3: 15,773 shares; 2025Q4: 14,177 shares; 2026Q1: 13,633 shares 13,633 $2.35M 0.03% -544 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,207 shares; 2024Q4: 60,253 shares; 2025Q1: 58,677 shares; 2025Q2: 47,748 shares; 2025Q3: 25,903 shares; 2025Q4: 24,341 shares; 2026Q1: 22,244 shares 22,244 $2.35M 0.03% -2,097 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: 6,373 shares; 2025Q4: 38,142 shares; 2026Q1: 76,725 shares 76,725 $2.35M 0.03% +38,583 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: 21,636 shares; 2024Q4: 20,129 shares; 2025Q1: 18,895 shares; 2025Q2: 15,375 shares; 2025Q3: 5,862 shares; 2025Q4: 9,191 shares; 2026Q1: 11,731 shares 11,731 $2.33M 0.03% +2,540 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467,416 shares; 2025Q2: 192,227 shares; 2025Q3: 18,635 shares; 2025Q4: 19,891 shares; 2026Q1: 18,825 shares 18,825 $2.28M 0.03% -1,066 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 4,169 shares; 2025Q1: 7,738 shares; 2025Q2: 16,167 shares; 2025Q3: 8,353 shares; 2025Q4: 8,561 shares; 2026Q1: 7,403 shares 7,403 $2.25M 0.03% -1,158 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,528 shares; 2024Q4: 40,287 shares; 2025Q1: 17,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,708 shares 37,708 $2.24M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,073 shares; 2026Q1: 77,663 shares 77,663 $2.18M 0.03% +28,590 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,367 shares; 2024Q4: 21,189 shares; 2025Q1: 21,127 shares; 2025Q2: 23,175 shares; 2025Q3: 22,593 shares; 2025Q4: 23,985 shares; 2026Q1: 24,568 shares 24,568 $2.18M 0.03% +583 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,699 shares; 2024Q4: 30,948 shares; 2025Q1: 64,200 shares; 2025Q2: 138,587 shares; 2025Q3: 81,009 shares; 2025Q4: 77,696 shares; 2026Q1: 78,041 shares 78,041 $2.08M 0.03% +345 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 8,873 shares; 2025Q1: 8,675 shares; 2025Q2: 12,583 shares; 2025Q3: 7,157 shares; 2025Q4: 7,357 shares; 2026Q1: 6,225 shares 6,225 $2.03M 0.03% -1,132 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,625 shares; 2024Q4: 150,000 shares; 2025Q1: 100,811 shares; 2025Q2: 90,000 shares; 2025Q3: 94,116 shares; 2025Q4: 92,604 shares; 2026Q1: 55,348 shares 55,348 $2.02M 0.03% -37,256 Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN 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: 90,380 shares; 2025Q3: 82,751 shares; 2025Q4: 80,335 shares; 2026Q1: 78,103 shares 78,103 $1.97M 0.03% -2,232 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,794 shares; 2025Q3: 4,822 shares; 2025Q4: 8,973 shares; 2026Q1: 15,437 shares 15,437 $1.93M 0.03% +6,464 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,311,191 shares; 2025Q1: 2,430,332 shares; 2025Q2: 2,980,555 shares; 2025Q3: 3,168,322 shares; 2025Q4: 2,209,096 shares; 2026Q1: 22,711 shares 22,711 $1.84M 0.03% -2,186,385 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: 42,105 shares; 2025Q3: 38,276 shares; 2025Q4: 36,992 shares; 2026Q1: 36,186 shares 36,186 $1.77M 0.02% -806 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,779 shares; 2026Q1: 58,885 shares 58,885 $1.7M 0.02% +29,106 Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK 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: 100,000 shares 100,000 $1.66M 0.02% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,949 shares; 2025Q2: 31,017 shares; 2025Q3: 22,938 shares; 2025Q4: 22,645 shares; 2026Q1: 19,882 shares 19,882 $1.57M 0.02% -2,763 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,180 shares; 2024Q4: 56,343 shares; 2025Q1: 49,998 shares; 2025Q2: 48,139 shares; 2025Q3: 47,112 shares; 2025Q4: 42,762 shares; 2026Q1: 35,060 shares 35,060 $1.42M 0.02% -7,702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 284 shares; 2025Q4: 11,053 shares; 2026Q1: 9,596 shares 9,596 $1.39M 0.02% -1,457 Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 30,000 shares 30,000 $1.27M 0.02% new Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,163 shares; 2024Q4: 26,156 shares; 2025Q1: 24,331 shares; 2025Q2: 24,811 shares; 2025Q3: 17,634 shares; 2025Q4: 23,315 shares; 2026Q1: 20,474 shares 20,474 $1.23M 0.02% -2,841 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: 40,814 shares; 2025Q1: 75,044 shares; 2025Q2: 59,354 shares; 2025Q3: 32,055 shares; 2025Q4: 29,017 shares; 2026Q1: 23,523 shares 23,523 $1.21M 0.02% -5,494 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: not reported; 2024Q4: 36,226 shares; 2025Q1: 68,205 shares; 2025Q2: 52,944 shares; 2025Q3: 17,923 shares; 2025Q4: 15,998 shares; 2026Q1: 14,131 shares 14,131 $1.21M 0.02% -1,867 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,404 shares; 2024Q4: 27,540 shares; 2025Q1: 24,604 shares; 2025Q2: 18,998 shares; 2025Q3: 9,609 shares; 2025Q4: 11,303 shares; 2026Q1: 8,137 shares 8,137 $1.12M 0.02% -3,166 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 789 shares; 2025Q4: 1,481 shares; 2026Q1: 1,600 shares 1,600 $1.12M 0.02% +119 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 8,024 shares 8,024 $1.11M 0.02% +4,726 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: 147,183 shares; 2024Q4: 129,867 shares; 2025Q1: 102,173 shares; 2025Q2: 18,043 shares; 2025Q3: 5,688 shares; 2025Q4: 376 shares; 2026Q1: 4,882 shares 4,882 $1.1M 0.02% +4,506 Timeline EMB 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: 11,582 shares; 2024Q4: 9,808 shares; 2025Q1: 9,781 shares; 2025Q2: 9,895 shares; 2025Q3: 9,678 shares; 2025Q4: 10,225 shares; 2026Q1: 10,489 shares 10,489 $985K 0.01% +264 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 11,915 shares; 2025Q1: 8,789 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 6,995 shares; 2026Q1: 6,195 shares 6,195 $876K 0.01% -800 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,672 shares; 2025Q4: 11,031 shares; 2026Q1: 12,900 shares 12,900 $827K 0.01% +1,869 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: 152,739 shares; 2024Q4: 147,223 shares; 2025Q1: 144,709 shares; 2025Q2: 194,207 shares; 2025Q3: 185,233 shares; 2025Q4: 172,209 shares; 2026Q1: 1,926 shares 1,926 $819K 0.01% -170,283 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,389 shares; 2024Q4: 86,508 shares; 2025Q1: 82,020 shares; 2025Q2: 60,030 shares; 2025Q3: 9,241 shares; 2025Q4: 7,963 shares; 2026Q1: 14,662 shares 14,662 $790K 0.01% +6,699 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 1,722 shares; 2026Q1: 4,341 shares 4,341 $781K 0.01% +2,619 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: 194,027 shares; 2024Q4: 267,602 shares; 2025Q1: 363,111 shares; 2025Q2: 312,353 shares; 2025Q3: 290,896 shares; 2025Q4: 6,384 shares; 2026Q1: 1,553 shares 1,553 $763K 0.01% -4,831 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares; 2025Q3: 6,611 shares; 2025Q4: 4,946 shares; 2026Q1: 13,492 shares 13,492 $760K 0.01% +8,546 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,633 shares; 2024Q4: 60,878 shares; 2025Q1: 42,053 shares; 2025Q2: 34,407 shares; 2025Q3: 12,110 shares; 2025Q4: 10,014 shares; 2026Q1: 11,597 shares 11,597 $745K 0.01% +1,583 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,557 shares; 2024Q4: 14,828 shares; 2025Q1: 12,760 shares; 2025Q2: 12,625 shares; 2025Q3: 12,593 shares; 2025Q4: 12,145 shares; 2026Q1: 9,914 shares 9,914 $740K 0.01% -2,231 Timeline HYD 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: 301 shares; 2025Q3: 2,217 shares; 2025Q4: 3,362 shares; 2026Q1: 14,621 shares 14,621 $733K 0.01% +11,259 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,159 shares; 2025Q2: 144,028 shares; 2025Q3: 71,929 shares; 2025Q4: 83,209 shares; 2026Q1: 64,807 shares 64,807 $713K 0.01% -18,402 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 4,310 shares; 2026Q1: 6,114 shares 6,114 $692K 0.01% +1,804 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,692 shares; 2024Q4: 6,957 shares; 2025Q1: 13,387 shares; 2025Q2: 11,181 shares; 2025Q3: 5,293 shares; 2025Q4: 4,672 shares; 2026Q1: 3,966 shares 3,966 $688K 0.01% -706 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: 1,182,695 shares; 2024Q4: 1,113,827 shares; 2025Q1: 1,098,626 shares; 2025Q2: 38,722 shares; 2025Q3: 16,197 shares; 2025Q4: 13,686 shares; 2026Q1: 11,131 shares 11,131 $672K 0.01% -2,555 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,283 shares; 2024Q4: 21,246 shares; 2025Q1: 10,285 shares; 2025Q2: not reported; 2025Q3: 2,847 shares; 2025Q4: 4,911 shares; 2026Q1: 5,915 shares 5,915 $631K 0.01% +1,004 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: 106,649 shares; 2024Q4: 80,313 shares; 2025Q1: 76,243 shares; 2025Q2: 26,068 shares; 2025Q3: 9,170 shares; 2025Q4: 11,348 shares; 2026Q1: 6,354 shares 6,354 $613K 0.01% -4,994 Timeline REM 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: 40,028 shares; 2024Q4: 36,797 shares; 2025Q1: 33,749 shares; 2025Q2: 33,803 shares; 2025Q3: 33,670 shares; 2025Q4: 32,403 shares; 2026Q1: 28,227 shares 28,227 $606K 0.01% -4,176 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: not reported; 2024Q4: not reported; 2025Q1: 56,392 shares; 2025Q2: 45,240 shares; 2025Q3: 14,290 shares; 2025Q4: 26,204 shares; 2026Q1: 23,020 shares 23,020 $601K 0.01% -3,184 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: 193,890 shares; 2024Q4: 169,770 shares; 2025Q1: 160,422 shares; 2025Q2: 249,924 shares; 2025Q3: 240,493 shares; 2025Q4: 4,816 shares; 2026Q1: 1,180 shares 1,180 $544K 0.01% -3,636 Timeline HYG 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: 5,937 shares; 2024Q4: 6,012 shares; 2025Q1: 5,988 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,246 shares; 2026Q1: 6,483 shares 6,483 $516K 0.01% +237 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,604 shares; 2025Q4: 2,829 shares; 2026Q1: 4,987 shares 4,987 $511K 0.01% +2,158 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,712 shares; 2025Q4: 4,052 shares; 2026Q1: 3,460 shares 3,460 $496K 0.01% -592 Timeline FNB F N B CORP More: the full row for F N B 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: 30,328 shares; 2025Q4: 30,328 shares; 2026Q1: 30,328 shares 30,328 $490K 0.01% 0 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: 18,253 shares; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 1,622 shares; 2026Q1: 2,882 shares 2,882 $477K 0.01% +1,260 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,339 shares 7,339 $473K 0.01% new Timeline USIG 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: 483,565 shares; 2024Q4: 425,412 shares; 2025Q1: 429,123 shares; 2025Q2: 428,414 shares; 2025Q3: 396,799 shares; 2025Q4: 338,490 shares; 2026Q1: 9,125 shares 9,125 $467K 0.01% -329,365 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 515,367 shares; 2025Q3: 503,573 shares; 2025Q4: 283,910 shares; 2026Q1: 3,528 shares 3,528 $458K 0.01% -280,382 Timeline BALL BALL CORP More: the full row for BALL 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: 4,962 shares; 2026Q1: 7,666 shares 7,666 $453K 0.01% +2,704 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: 527 shares; 2025Q4: not reported; 2026Q1: 2,941 shares 2,941 $404K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 1,380 shares 1,380 $392K 0.01% +1,376 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: 717 shares; 2026Q1: 1,126 shares 1,126 $376K 0.01% +409 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 6,619 shares; 2025Q4: 6,619 shares; 2026Q1: 6,619 shares 6,619 $372K 0.01% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049,956 shares; 2025Q3: 3,194,969 shares; 2025Q4: 2,815,150 shares; 2026Q1: 15,622 shares 15,622 $369K 0.01% -2,799,528 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: 7,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,006 shares; 2025Q4: 1,030 shares; 2026Q1: 1,088 shares 1,088 $368K 0.01% +58 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,442 shares; 2024Q4: 20,920 shares; 2025Q1: 9,017 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,283 shares 3,283 $366K 0.01% new Timeline RPM RPM INTL INC More: the full row for RPM 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: 2,247 shares; 2026Q1: 3,587 shares 3,587 $357K 0.01% +1,340 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 372 shares; 2025Q2: 380 shares; 2025Q3: 612 shares; 2025Q4: 125 shares; 2026Q1: 535 shares 535 $350K <0.01% +410 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS 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: not reported; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $335K <0.01% 0 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,270 shares; 2025Q4: 3,463 shares; 2026Q1: 4,978 shares 4,978 $334K <0.01% +1,515 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 1,912 shares; 2026Q1: 1,578 shares 1,578 $329K <0.01% -334 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: 24,769 shares; 2024Q4: 23,559 shares; 2025Q1: 21,235 shares; 2025Q2: 17,314 shares; 2025Q3: 581 shares; 2025Q4: 620 shares; 2026Q1: 994 shares 994 $327K <0.01% +374 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: 303,306 shares; 2024Q4: 280,108 shares; 2025Q1: 258,124 shares; 2025Q2: 104,481 shares; 2025Q3: 23,432 shares; 2025Q4: 9,537 shares; 2026Q1: 1,618 shares 1,618 $312K <0.01% -7,919 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,537,157 shares; 2024Q4: 2,331,128 shares; 2025Q1: 2,137,852 shares; 2025Q2: 1,725,790 shares; 2025Q3: 3,467,459 shares; 2025Q4: 464,815 shares; 2026Q1: 12,525 shares 12,525 $312K <0.01% -452,290 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,720 shares 3,720 $282K <0.01% new Timeline ESGD 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: 4,253 shares; 2024Q4: 4,816 shares; 2025Q1: 3,560 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,274 shares; 2026Q1: 2,937 shares 2,937 $281K <0.01% -337 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: 2,867,412 shares; 2024Q4: 2,753,920 shares; 2025Q1: 2,521,984 shares; 2025Q2: 2,509,017 shares; 2025Q3: 1,873,650 shares; 2025Q4: 3,037 shares; 2026Q1: 3,679 shares 3,679 $281K <0.01% +642 Timeline SHM 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: 5,862 shares; 2024Q4: 5,862 shares; 2025Q1: 5,862 shares; 2025Q2: 5,862 shares; 2025Q3: 5,862 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares 5,862 $280K <0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 10,383 shares; 2025Q3: 9,801 shares; 2025Q4: 11,268 shares; 2026Q1: 11,135 shares 11,135 $276K <0.01% -133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,598 shares; 2025Q3: 9,282 shares; 2025Q4: 11,292 shares; 2026Q1: 11,109 shares 11,109 $275K <0.01% -183 Timeline SCHV 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: 7,200 shares; 2025Q4: 8,910 shares; 2026Q1: 8,910 shares 8,910 $272K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 1,267 shares 1,267 $269K <0.01% +1,263 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,346 shares 5,346 $255K <0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 10,003 shares; 2025Q1: 4,626 shares; 2025Q2: 3,622 shares; 2025Q3: 1,164 shares; 2025Q4: 888 shares; 2026Q1: 739 shares 739 $254K <0.01% -149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133 shares; 2025Q4: 381 shares; 2026Q1: 868 shares 868 $249K <0.01% +487 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: not reported; 2024Q4: 7,752 shares; 2025Q1: 7,056 shares; 2025Q2: 5,583 shares; 2025Q3: 1,727 shares; 2025Q4: not reported; 2026Q1: 1,517 shares 1,517 $248K <0.01% new Timeline SCHM 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: 5,880 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares 7,980 $247K <0.01% 0 Timeline AOR 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: 11,917 shares; 2025Q4: 6,514 shares; 2026Q1: 3,783 shares 3,783 $239K <0.01% -2,731 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $237K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127 shares; 2025Q3: 6,075 shares; 2025Q4: 7,935 shares; 2026Q1: 7,918 shares 7,918 $230K <0.01% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 468 shares; 2026Q1: 480 shares 480 $230K <0.01% +12 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: 1,800 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $223K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,272 shares 1,272 $215K <0.01% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,339 shares; 2026Q1: 1,075 shares 1,075 $204K <0.01% -264 Timeline CMDY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,315 shares; 2026Q1: 3,315 shares 3,315 $197K <0.01% 0 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: 10,549 shares; 2024Q4: 10,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,456 shares; 2025Q4: 8,282 shares; 2026Q1: 8,117 shares 8,117 $188K <0.01% -165 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,464 shares; 2025Q1: 2,464 shares; 2025Q2: 2,464 shares; 2025Q3: 2,424 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares 2,370 $183K <0.01% 0 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: 5,840 shares; 2024Q4: 5,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,853 shares; 2025Q4: 4,223 shares; 2026Q1: 3,802 shares 3,802 $181K <0.01% -421 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares 2,300 $177K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $176K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,791 shares; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 139 shares; 2026Q1: 492 shares 492 $175K <0.01% +353 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157 $165K <0.01% 0 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: 176,015 shares; 2024Q4: 156,400 shares; 2025Q1: 80,448 shares; 2025Q2: 241,095 shares; 2025Q3: 231,414 shares; 2025Q4: 3,780 shares; 2026Q1: 868 shares 868 $162K <0.01% -2,912 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402,807 shares; 2025Q3: 385,723 shares; 2025Q4: 2,859 shares; 2026Q1: 1,304 shares 1,304 $154K <0.01% -1,555 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 2,250 shares 2,250 $152K <0.01% +2,105 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,552 shares; 2024Q4: 59,446 shares; 2025Q1: 279,022 shares; 2025Q2: 266,000 shares; 2025Q3: 738 shares; 2025Q4: 211 shares; 2026Q1: 523 shares 523 $150K <0.01% +312 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $145K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 356 shares; 2026Q1: 663 shares 663 $144K <0.01% +307 Timeline ESGE 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: 5,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,165 shares; 2025Q4: 3,474 shares; 2026Q1: 3,031 shares 3,031 $138K <0.01% -443 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $135K <0.01% 0 Timeline SDY 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: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $130K <0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 946 shares 946 $127K <0.01% 0 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,489 shares 3,489 $125K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 665 shares; 2026Q1: 970 shares 970 $121K <0.01% +305 Timeline ESML 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: 1,701 shares; 2025Q4: 2,889 shares; 2026Q1: 2,518 shares 2,518 $118K <0.01% -371 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 1,261 shares 1,261 $110K <0.01% +47 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,123 shares 1,123 $109K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $107K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 830 shares; 2026Q1: 1,127 shares 1,127 $105K <0.01% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 823 shares 823 $102K <0.01% +783 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,081 shares; 2024Q4: 31,066 shares; 2025Q1: 14,167 shares; 2025Q2: 13,006 shares; 2025Q3: 3,902 shares; 2025Q4: 2,809 shares; 2026Q1: 2,347 shares 2,347 $101K <0.01% -462 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: 30,449 shares; 2024Q4: 21,720 shares; 2025Q1: 5,449 shares; 2025Q2: 7,949 shares; 2025Q3: 14,303 shares; 2025Q4: 449 shares; 2026Q1: 478 shares 478 $98.8K <0.01% +29 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares 548 $95.1K <0.01% 0 Timeline IVLU 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: 2,425 shares; 2025Q4: 2,353 shares; 2026Q1: 2,353 shares 2,353 $93.4K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,635 shares; 2024Q4: 73,908 shares; 2025Q1: 33,429 shares; 2025Q2: 29,882 shares; 2025Q3: 9,239 shares; 2025Q4: 7,260 shares; 2026Q1: 5,880 shares 5,880 $92.5K <0.01% -1,380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,709 shares 1,709 $83.6K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares; 2026Q1: 1,662 shares 1,662 $83.6K <0.01% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 259 shares 259 $80.5K <0.01% +100 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: 3,947 shares 3,947 $79.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268 shares; 2025Q4: 312 shares; 2026Q1: 374 shares 374 $72.6K <0.01% +62 Timeline IQLT 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: 1,569 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares 1,557 $72K <0.01% 0 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: 317,164 shares; 2024Q4: 294,113 shares; 2025Q1: 277,637 shares; 2025Q2: 112,324 shares; 2025Q3: 30,660 shares; 2025Q4: 12,338 shares; 2026Q1: 335 shares 335 $70.6K <0.01% -12,003 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: 791 shares; 2026Q1: 791 shares 791 $69.7K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 1,640 shares; 2026Q1: 1,420 shares 1,420 $66.8K <0.01% -220 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,885 shares; 2025Q1: 6,401 shares; 2025Q2: 5,095 shares; 2025Q3: 1,510 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $66.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 97 shares; 2026Q1: 181 shares 181 $63.2K <0.01% +84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 310 shares; 2026Q1: 396 shares 396 $62.1K <0.01% +86 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: 202,187 shares; 2024Q4: 192,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 40 shares; 2026Q1: 90 shares 90 $61.4K <0.01% +50 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $60.6K <0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 613 shares; 2026Q1: 1,295 shares 1,295 $58K <0.01% +682 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598 shares 598 $55.6K <0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 1,158 shares 1,158 $52.7K <0.01% new 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: 400 shares 400 $51K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 542 shares 542 $51K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002,285 shares; 2024Q4: 879,378 shares; 2025Q1: 1,567 shares; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $49.7K <0.01% 0 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: not reported; 2026Q1: 473 shares 473 $46.8K <0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041,608 shares; 2024Q4: 1,920,048 shares; 2025Q1: 7,577 shares; 2025Q2: not reported; 2025Q3: 748 shares; 2025Q4: 377 shares; 2026Q1: 546 shares 546 $44.7K <0.01% +169 Timeline SCHX 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: 1,288 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares 1,693 $43.4K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $42.6K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $42.1K <0.01% 0 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $41K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $40.9K <0.01% 0 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: not reported; 2024Q4: 657 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 41 shares; 2026Q1: 45 shares 45 $39.9K <0.01% +4 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $38.6K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 621 shares 621 $35.3K <0.01% +516 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 299 shares 299 $34.4K <0.01% +274 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: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $34.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 4 shares; 2026Q1: 34 shares 34 $33.9K <0.01% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 4 shares; 2026Q1: 94 shares 94 $32.3K <0.01% +90 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: 384,740 shares; 2024Q4: 372,599 shares; 2025Q1: 274,387 shares; 2025Q2: 264,765 shares; 2025Q3: 486 shares; 2025Q4: 103 shares; 2026Q1: 130 shares 130 $31.6K <0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 164 shares; 2026Q1: 336 shares 336 $31.2K <0.01% +172 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: not reported; 2025Q3: 39 shares; 2025Q4: 4 shares; 2026Q1: 62 shares 62 $31K <0.01% +58 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 937 shares; 2025Q4: 870 shares; 2026Q1: 780 shares 780 $30.2K <0.01% -90 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,935 shares; 2024Q4: 41,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $29.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 31 shares; 2026Q1: 35 shares 35 $28.3K <0.01% +4 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares 182 $28.1K <0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $27.8K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 171 shares; 2026Q1: 269 shares 269 $27.6K <0.01% +98 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: 719,179 shares; 2024Q4: 541,026 shares; 2025Q1: 400,128 shares; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 146 shares; 2026Q1: 346 shares 346 $26.9K <0.01% +200 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 32 shares 32 $26.2K <0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 236 shares; 2026Q1: 238 shares 238 $26.1K <0.01% +2 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 758 shares; 2025Q4: 705 shares; 2026Q1: 634 shares 634 $26K <0.01% -71 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,092 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 545 shares 545 $25.6K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $24.7K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 154 shares 154 $24.4K <0.01% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 52 shares 52 $24.3K <0.01% +28 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 86 shares 86 $23.5K <0.01% +44 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: 260,958 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 177 shares 177 $23.4K <0.01% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 197 shares 197 $22.3K <0.01% +173 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: 226 shares; 2026Q1: 774 shares 774 $22.3K <0.01% +548 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 111 shares 111 $21.8K <0.01% +99 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: 73 shares; 2025Q4: 73 shares; 2026Q1: 93 shares 93 $21.4K <0.01% +20 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 228 shares 228 $21.2K <0.01% +131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 61 shares 61 $20.9K <0.01% +21 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: 123,905 shares; 2024Q4: 91,883 shares; 2025Q1: 67,107 shares; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 5 shares; 2026Q1: 66 shares 66 $20K <0.01% +61 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is 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: 936 shares 936 $19.9K <0.01% new SUSB 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: 674 shares; 2025Q4: 749 shares; 2026Q1: 749 shares 749 $18.8K <0.01% 0 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: 243 shares; 2026Q1: 235 shares 235 $18.6K <0.01% -8 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: 63 shares; 2026Q1: 144 shares 144 $18.2K <0.01% +81 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $18.1K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 61 shares 61 $16.4K <0.01% +25 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 10 shares; 2026Q1: 72 shares 72 $16.3K <0.01% +62 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,623 shares 1,623 $16K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 79 shares; 2026Q1: 78 shares 78 $15.8K <0.01% -1 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: not reported; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 1,463 shares 1,463 $15.7K <0.01% -93 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 988 shares 988 $15.6K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131,235 shares; 2024Q4: 1,109,174 shares; 2025Q1: 859,898 shares; 2025Q2: 820,103 shares; 2025Q3: 1,582 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $15.4K <0.01% 0 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: 71,526 shares; 2025Q1: 49,138 shares; 2025Q2: 32,356 shares; 2025Q3: 34,714 shares; 2025Q4: 2 shares; 2026Q1: 80 shares 80 $15.4K <0.01% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 66 shares 66 $15.3K <0.01% +48 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 110 shares 110 $15.1K <0.01% +96 Timeline EXC EXELON CORP More: the full row for EXELON 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: 308 shares 308 $15.1K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 113 shares 113 $14.5K <0.01% +56 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,919,492 shares; 2024Q4: 2,641,557 shares; 2025Q1: 2,594,317 shares; 2025Q2: 119,162 shares; 2025Q3: 1,208 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $14.2K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares 188 $13.6K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $13.6K <0.01% 0 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: 6 shares; 2026Q1: 58 shares 58 $13.6K <0.01% +52 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $13.1K <0.01% 0 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: 143 shares; 2026Q1: 179 shares 179 $13K <0.01% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 54 shares 54 $12.8K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 178 shares 178 $12.4K <0.01% +161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 109 shares 109 $12.4K <0.01% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 30 shares; 2026Q1: 41 shares 41 $12.2K <0.01% +11 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,845 shares; 2024Q4: 437,780 shares; 2025Q1: 221,257 shares; 2025Q2: not reported; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $12.1K <0.01% 0 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: 139 shares; 2026Q1: 135 shares 135 $12K <0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares 49 $11.7K <0.01% new Timeline MCHI 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: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $11.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $11.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128 shares 128 $11.4K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS 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: 38 shares 38 $11.3K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 77 shares; 2026Q1: 135 shares 135 $11.3K <0.01% +58 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares 13 $11.2K <0.01% new Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY 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: 533 shares 533 $11.1K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,543 shares; 2025Q2: 140,163 shares; 2025Q3: 628 shares; 2025Q4: 43 shares; 2026Q1: 28 shares 28 $11.1K <0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: 351,251 shares; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 11 shares; 2026Q1: 58 shares 58 $11K <0.01% +47 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 64 shares 64 $10.7K <0.01% +3 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 158 shares 158 $10.6K <0.01% -40 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: 747 shares; 2026Q1: 641 shares 641 $10.5K <0.01% -106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $10.4K <0.01% new Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 1,052 shares 1,052 $10.4K <0.01% +22 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: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 38 shares 38 $9.93K <0.01% +8 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: 44,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $9.87K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 237 shares 237 $9.76K <0.01% +60 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: not reported; 2025Q3: 930 shares; 2025Q4: 625 shares; 2026Q1: 478 shares 478 $9.72K <0.01% -147 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $9.6K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 132 shares 132 $9.58K <0.01% +17 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: not reported; 2026Q1: 145 shares 145 $9.57K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 8 shares; 2026Q1: 40 shares 40 $9.49K <0.01% +32 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: 461 shares 461 $9.32K <0.01% -34 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 141 shares; 2026Q1: 131 shares 131 $9.29K <0.01% -10 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: 4 shares; 2026Q1: 23 shares 23 $9.29K <0.01% +19 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 210 shares 210 $9.23K <0.01% +135 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 31 shares 31 $9.21K <0.01% +14 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128 shares 128 $9.2K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 50 shares 50 $9.12K <0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 173 shares 173 $9.09K <0.01% +75 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: 29 shares; 2026Q1: 48 shares 48 $9.08K <0.01% +19 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: 106,065 shares; 2024Q4: 132,503 shares; 2025Q1: 126,124 shares; 2025Q2: 48,839 shares; 2025Q3: 7,831 shares; 2025Q4: 85 shares; 2026Q1: 87 shares 87 $8.87K <0.01% +2 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: 189 shares; 2026Q1: 351 shares 351 $8.69K <0.01% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 320 shares 320 $8.68K <0.01% +127 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 127 shares 127 $8.66K <0.01% +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: 284 shares; 2025Q4: 90 shares; 2026Q1: 137 shares 137 $8.66K <0.01% +47 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29 $8.63K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 89 shares 89 $8.39K <0.01% -49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 90 shares 90 $8.38K <0.01% +15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 56 shares 56 $8.29K <0.01% +50 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: 1,711 shares; 2026Q1: 1,704 shares 1,704 $8.23K <0.01% -7 Timeline VEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $7.89K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 543 shares 543 $7.77K <0.01% -43 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 324 shares 324 $7.76K <0.01% +58 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: 212,108 shares; 2024Q4: 968,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 465 shares; 2026Q1: 388 shares 388 $7.73K <0.01% -77 Timeline OBTC OSPREY BITCOIN TR More: the full row for OSPREY BITCOIN 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: 361 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $7.71K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 25 shares 25 $7.46K <0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 53 shares 53 $7.36K <0.01% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 22 shares 22 $7.17K <0.01% +8 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 94 shares 94 $7.16K <0.01% new 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: 336 shares; 2026Q1: 375 shares 375 $7.11K <0.01% +39 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $7.09K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 89 shares 89 $7.09K <0.01% -25 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 19 shares; 2026Q1: 26 shares 26 $7.08K <0.01% +7 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 407 shares 407 $7.07K <0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 263 shares; 2026Q1: 297 shares 297 $6.92K <0.01% +34 Timeline EIG EMPLOYERS HLDGS INC More: the full row for EMPLOYERS 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: 166 shares; 2026Q1: 166 shares 166 $6.82K <0.01% 0 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: 173,612 shares; 2024Q4: 160,425 shares; 2025Q1: 162,821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 142 shares 142 $6.72K <0.01% -28 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 341 shares; 2026Q1: 342 shares 342 $6.72K <0.01% +1 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,842 shares; 2024Q4: 52,175 shares; 2025Q1: 23,333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190 $6.65K <0.01% new Timeline IMTM 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: 198 shares; 2025Q4: 138 shares; 2026Q1: 138 shares 138 $6.63K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 741 shares 741 $6.48K <0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 336 shares; 2026Q1: 337 shares 337 $6.41K <0.01% +1 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 34 shares 34 $6.35K <0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $6.18K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 16 shares; 2026Q1: 32 shares 32 $6.17K <0.01% +16 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: 126 shares 126 $6.11K <0.01% -60 Timeline