BINC 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: restricted; 2024Q4: 5,157 shares; 2025Q1: 5,583 shares; 2025Q2: 5,915 shares; 2025Q3: 5,764 shares; 2025Q4: 6,890 shares; 2026Q1: 9,135 shares 9,135 $474K <0.01% +2,245 Timeline VNQI 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: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,666 shares 10,666 $474K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 11,415 shares; 2025Q2: 11,950 shares; 2025Q3: 12,596 shares; 2025Q4: 4,042 shares; 2026Q1: 4,209 shares 4,209 $473K <0.01% +167 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,202 shares; 2025Q1: 7,445 shares; 2025Q2: 7,445 shares; 2025Q3: 5,770 shares; 2025Q4: 5,770 shares; 2026Q1: 5,770 shares 5,770 $470K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,075 shares 4,075 $470K <0.01% new 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: restricted; 2024Q4: 22,145 shares; 2025Q1: 22,145 shares; 2025Q2: 22,145 shares; 2025Q3: 22,145 shares; 2025Q4: 22,301 shares; 2026Q1: 21,671 shares 21,671 $469K <0.01% -630 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,132 shares; 2025Q1: 19,508 shares; 2025Q2: 10,196 shares; 2025Q3: 3,347 shares; 2025Q4: not reported; 2026Q1: 11,240 shares 11,240 $468K <0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,245 shares; 2025Q1: 6,345 shares; 2025Q2: 6,108 shares; 2025Q3: 7,080 shares; 2025Q4: 6,129 shares; 2026Q1: 6,372 shares 6,372 $466K <0.01% +243 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,898 shares; 2025Q1: 6,600 shares; 2025Q2: 7,161 shares; 2025Q3: 7,243 shares; 2025Q4: 9,754 shares; 2026Q1: 10,159 shares 10,159 $465K <0.01% +405 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: restricted; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 2,945 shares; 2025Q3: 3,073 shares; 2025Q4: 3,077 shares; 2026Q1: 3,287 shares 3,287 $465K <0.01% +210 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,392 shares; 2025Q1: 11,920 shares; 2025Q2: 11,703 shares; 2025Q3: 11,652 shares; 2025Q4: 9,320 shares; 2026Q1: 9,286 shares 9,286 $464K <0.01% -34 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,897 shares 9,897 $462K <0.01% new Timeline SVOL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,042 shares 30,042 $461K <0.01% new Timeline CDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,580 shares 21,580 $461K <0.01% new 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: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,615 shares; 2025Q2: 2,475 shares; 2025Q3: 2,487 shares; 2025Q4: 2,218 shares; 2026Q1: 2,168 shares 2,168 $460K <0.01% -50 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: restricted; 2024Q4: 4,267 shares; 2025Q1: 5,378 shares; 2025Q2: 8,034 shares; 2025Q3: 11,264 shares; 2025Q4: 9,556 shares; 2026Q1: 9,367 shares 9,367 $459K <0.01% -189 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,120 shares 7,120 $458K <0.01% new Timeline PRF 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: restricted; 2024Q4: 15,600 shares; 2025Q1: 15,308 shares; 2025Q2: 11,946 shares; 2025Q3: 9,671 shares; 2025Q4: 9,628 shares; 2026Q1: 9,628 shares 9,628 $458K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,276 shares; 2025Q1: 4,219 shares; 2025Q2: 4,235 shares; 2025Q3: 4,118 shares; 2025Q4: 4,049 shares; 2026Q1: 3,927 shares 3,927 $454K <0.01% -122 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: restricted; 2024Q4: 9,134 shares; 2025Q1: 6,045 shares; 2025Q2: not reported; 2025Q3: 11,104 shares; 2025Q4: 11,143 shares; 2026Q1: 11,618 shares 11,618 $453K <0.01% +475 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 907 shares; 2025Q1: 1,090 shares; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 714 shares; 2026Q1: 581 shares 581 $449K <0.01% -133 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: restricted; 2024Q4: 13,452 shares; 2025Q1: 13,101 shares; 2025Q2: 14,130 shares; 2025Q3: 12,550 shares; 2025Q4: 13,832 shares; 2026Q1: 12,746 shares 12,746 $448K <0.01% -1,086 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,101 shares; 2025Q1: 846 shares; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: 1,757 shares; 2026Q1: 2,067 shares 2,067 $448K <0.01% +310 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,564 shares 17,564 $443K <0.01% new Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,098 shares 5,098 $440K <0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 5,705 shares; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares; 2026Q1: 5,761 shares 5,761 $436K <0.01% 0 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: restricted; 2024Q4: 62,055 shares; 2025Q1: 24,274 shares; 2025Q2: 23,233 shares; 2025Q3: 22,792 shares; 2025Q4: 13,288 shares; 2026Q1: 15,173 shares 15,173 $436K <0.01% +1,885 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,168 shares; 2025Q1: 2,188 shares; 2025Q2: not reported; 2025Q3: 3,136 shares; 2025Q4: 14,142 shares; 2026Q1: 24,731 shares 24,731 $435K <0.01% +10,589 Timeline KLIP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,889 shares 16,889 $434K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,398 shares; 2025Q1: 2,563 shares; 2025Q2: 2,665 shares; 2025Q3: 2,907 shares; 2025Q4: 2,819 shares; 2026Q1: 2,752 shares 2,752 $433K <0.01% -67 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: restricted; 2024Q4: 3,489 shares; 2025Q1: 3,594 shares; 2025Q2: 3,406 shares; 2025Q3: 2,729 shares; 2025Q4: 3,086 shares; 2026Q1: 3,285 shares 3,285 $431K <0.01% +199 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,632 shares; 2025Q1: 9,378 shares; 2025Q2: 6,567 shares; 2025Q3: 7,669 shares; 2025Q4: 7,254 shares; 2026Q1: 7,116 shares 7,116 $427K <0.01% -138 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349 shares; 2025Q1: 382 shares; 2025Q2: 380 shares; 2025Q3: 340 shares; 2025Q4: 347 shares; 2026Q1: 368 shares 368 $426K <0.01% +21 Timeline GNR 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: restricted; 2024Q4: 5,708 shares; 2025Q1: 5,708 shares; 2025Q2: 5,708 shares; 2025Q3: 5,708 shares; 2025Q4: 5,708 shares; 2026Q1: 5,708 shares 5,708 $426K <0.01% 0 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: restricted; 2024Q4: 5,787 shares; 2025Q1: 5,929 shares; 2025Q2: 5,920 shares; 2025Q3: 6,929 shares; 2025Q4: 6,678 shares; 2026Q1: 6,377 shares 6,377 $423K <0.01% -301 Timeline MTBA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,491 shares 8,491 $420K <0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 836 shares; 2025Q1: 930 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 902 shares 902 $418K <0.01% -27 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares 2,007 $418K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,259 shares; 2025Q2: 1,214 shares; 2025Q3: 1,240 shares; 2025Q4: 1,663 shares; 2026Q1: 1,904 shares 1,904 $417K <0.01% +241 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,900 shares; 2025Q1: 3,423 shares; 2025Q2: 3,423 shares; 2025Q3: 3,538 shares; 2025Q4: 4,007 shares; 2026Q1: 4,787 shares 4,787 $415K <0.01% +780 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: restricted; 2024Q4: 4,001 shares; 2025Q1: 3,675 shares; 2025Q2: 3,493 shares; 2025Q3: 3,351 shares; 2025Q4: 3,374 shares; 2026Q1: 3,418 shares 3,418 $414K <0.01% +44 Timeline XV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,468 shares 17,468 $412K <0.01% new Timeline LIT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,533 shares 5,533 $411K <0.01% new 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: restricted; 2024Q4: 2,613 shares; 2025Q1: 3,133 shares; 2025Q2: 4,490 shares; 2025Q3: 4,260 shares; 2025Q4: 4,343 shares; 2026Q1: 4,517 shares 4,517 $411K <0.01% +174 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: restricted; 2024Q4: 872 shares; 2025Q1: 930 shares; 2025Q2: 829 shares; 2025Q3: 853 shares; 2025Q4: 1,182 shares; 2026Q1: 1,190 shares 1,190 $411K <0.01% +8 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares 1,104 $409K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,692 shares; 2025Q1: 4,142 shares; 2025Q2: 4,988 shares; 2025Q3: 4,992 shares; 2025Q4: 5,178 shares; 2026Q1: 5,097 shares 5,097 $408K <0.01% -81 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,847 shares; 2025Q1: 5,134 shares; 2025Q2: 4,709 shares; 2025Q3: 4,708 shares; 2025Q4: 7,437 shares; 2026Q1: 7,045 shares 7,045 $406K <0.01% -392 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91 shares; 2025Q1: 254 shares; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: not reported; 2026Q1: 3,416 shares 3,416 $406K <0.01% new Timeline QTEC 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: restricted; 2024Q4: 3,544 shares; 2025Q1: 3,232 shares; 2025Q2: 3,024 shares; 2025Q3: 2,779 shares; 2025Q4: 1,935 shares; 2026Q1: 1,874 shares 1,874 $405K <0.01% -61 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: restricted; 2024Q4: 5,516 shares; 2025Q1: 6,093 shares; 2025Q2: 5,759 shares; 2025Q3: 5,804 shares; 2025Q4: 6,134 shares; 2026Q1: 5,894 shares 5,894 $401K <0.01% -240 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,380 shares; 2025Q1: 6,198 shares; 2025Q2: 5,376 shares; 2025Q3: 4,460 shares; 2025Q4: 4,200 shares; 2026Q1: 4,262 shares 4,262 $398K <0.01% +62 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares; 2026Q1: 5,838 shares 5,838 $397K <0.01% -59 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,842 shares; 2025Q1: 2,063 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,084 shares; 2026Q1: 2,084 shares 2,084 $395K <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,550 shares 16,550 $395K <0.01% new 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: restricted; 2024Q4: 1,826 shares; 2025Q1: 1,908 shares; 2025Q2: 1,919 shares; 2025Q3: 2,231 shares; 2025Q4: 2,470 shares; 2026Q1: 2,520 shares 2,520 $392K <0.01% +50 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 3,879 shares; 2025Q2: 10,914 shares; 2025Q3: 10,496 shares; 2025Q4: 7,094 shares; 2026Q1: 7,645 shares 7,645 $388K <0.01% +551 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: restricted; 2024Q4: 641 shares; 2025Q1: 362 shares; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: not reported; 2026Q1: 2,541 shares 2,541 $381K <0.01% new 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: restricted; 2024Q4: 5,565 shares; 2025Q1: 6,417 shares; 2025Q2: 6,339 shares; 2025Q3: 6,105 shares; 2025Q4: 6,315 shares; 2026Q1: 5,972 shares 5,972 $380K <0.01% -343 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: restricted; 2024Q4: 1,948 shares; 2025Q1: 2,700 shares; 2025Q2: 2,111 shares; 2025Q3: 2,202 shares; 2025Q4: 2,020 shares; 2026Q1: 2,320 shares 2,320 $377K <0.01% +300 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,390 shares; 2025Q1: 1,530 shares; 2025Q2: 1,980 shares; 2025Q3: 1,971 shares; 2025Q4: 1,986 shares; 2026Q1: 1,790 shares 1,790 $374K <0.01% -196 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315 shares; 2025Q1: 360 shares; 2025Q2: 379 shares; 2025Q3: 370 shares; 2025Q4: not reported; 2026Q1: 1,092 shares 1,092 $374K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,847 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 2,677 shares; 2026Q1: 2,614 shares 2,614 $373K <0.01% -63 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 1,327 shares; 2025Q2: 1,305 shares; 2025Q3: 1,312 shares; 2025Q4: 1,221 shares; 2026Q1: 1,290 shares 1,290 $373K <0.01% +69 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: restricted; 2024Q4: 4,278 shares; 2025Q1: 4,327 shares; 2025Q2: 5,305 shares; 2025Q3: 3,908 shares; 2025Q4: 4,517 shares; 2026Q1: 4,542 shares 4,542 $371K <0.01% +25 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,460 shares 6,460 $368K <0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,661 shares; 2025Q1: 7,386 shares; 2025Q2: 7,283 shares; 2025Q3: 7,251 shares; 2025Q4: 7,251 shares; 2026Q1: 7,244 shares 7,244 $367K <0.01% -7 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,832 shares; 2025Q1: 3,291 shares; 2025Q2: 4,578 shares; 2025Q3: 5,017 shares; 2025Q4: 4,837 shares; 2026Q1: 5,288 shares 5,288 $366K <0.01% +451 Timeline RPV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares; 2026Q1: 3,392 shares 3,392 $364K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,645 shares; 2025Q1: 1,630 shares; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 9,175 shares; 2026Q1: 9,175 shares 9,175 $358K <0.01% 0 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: restricted; 2024Q4: 694 shares; 2025Q1: 3,542 shares; 2025Q2: not reported; 2025Q3: 3,323 shares; 2025Q4: 4,827 shares; 2026Q1: 4,886 shares 4,886 $358K <0.01% +59 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,891 shares; 2025Q1: 5,007 shares; 2025Q2: 5,176 shares; 2025Q3: 5,222 shares; 2025Q4: 5,400 shares; 2026Q1: 5,758 shares 5,758 $356K <0.01% +358 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares 2,199 $356K <0.01% 0 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: restricted; 2024Q4: 3,231 shares; 2025Q1: 4,147 shares; 2025Q2: 4,548 shares; 2025Q3: 4,246 shares; 2025Q4: 4,246 shares; 2026Q1: 4,306 shares 4,306 $353K <0.01% +60 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: restricted; 2024Q4: 35,925 shares; 2025Q1: 28,529 shares; 2025Q2: not reported; 2025Q3: 10,556 shares; 2025Q4: 12,309 shares; 2026Q1: 14,492 shares 14,492 $352K <0.01% +2,183 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: restricted; 2024Q4: 2,446 shares; 2025Q1: 2,273 shares; 2025Q2: 1,779 shares; 2025Q3: 1,838 shares; 2025Q4: 2,016 shares; 2026Q1: 2,078 shares 2,078 $351K <0.01% +62 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: restricted; 2024Q4: 2,761 shares; 2025Q1: 3,029 shares; 2025Q2: not reported; 2025Q3: 3,058 shares; 2025Q4: 2,436 shares; 2026Q1: 2,582 shares 2,582 $351K <0.01% +146 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,739 shares 3,739 $351K <0.01% new 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: restricted; 2024Q4: 5,401 shares; 2025Q1: 5,556 shares; 2025Q2: 4,847 shares; 2025Q3: 5,115 shares; 2025Q4: 4,192 shares; 2026Q1: 3,880 shares 3,880 $351K <0.01% -312 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,208 shares; 2025Q1: 3,604 shares; 2025Q2: 4,008 shares; 2025Q3: 4,074 shares; 2025Q4: 4,221 shares; 2026Q1: 4,317 shares 4,317 $349K <0.01% +96 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,143 shares 3,143 $349K <0.01% 0 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: restricted; 2024Q4: 807 shares; 2025Q1: 788 shares; 2025Q2: 751 shares; 2025Q3: 754 shares; 2025Q4: 746 shares; 2026Q1: 646 shares 646 $348K <0.01% -100 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: restricted; 2024Q4: 590 shares; 2025Q1: 1,057 shares; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 954 shares; 2026Q1: 2,657 shares 2,657 $345K <0.01% +1,703 Timeline VONE 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: restricted; 2024Q4: 1,239 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $345K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 351 shares; 2025Q2: 329 shares; 2025Q3: 321 shares; 2025Q4: 330 shares; 2026Q1: 315 shares 315 $344K <0.01% -15 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: restricted; 2024Q4: 1,950 shares; 2025Q1: 2,040 shares; 2025Q2: 2,051 shares; 2025Q3: 2,059 shares; 2025Q4: 2,096 shares; 2026Q1: 2,007 shares 2,007 $344K <0.01% -89 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,120 shares; 2025Q1: 6,003 shares; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 4,770 shares; 2026Q1: 5,659 shares 5,659 $343K <0.01% +889 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,896 shares; 2025Q1: 2,265 shares; 2025Q2: 2,252 shares; 2025Q3: 2,323 shares; 2025Q4: 2,120 shares; 2026Q1: 2,060 shares 2,060 $342K <0.01% -60 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $342K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 547 shares; 2025Q1: 734 shares; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,100 shares; 2026Q1: 1,216 shares 1,216 $342K <0.01% +116 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 849 shares; 2025Q1: 842 shares; 2025Q2: 929 shares; 2025Q3: 1,555 shares; 2025Q4: 1,107 shares; 2026Q1: 1,274 shares 1,274 $340K <0.01% +167 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: restricted; 2024Q4: 1,060 shares; 2025Q1: 797 shares; 2025Q2: 719 shares; 2025Q3: 740 shares; 2025Q4: 978 shares; 2026Q1: 945 shares 945 $339K <0.01% -33 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,003 shares; 2025Q1: 6,487 shares; 2025Q2: 5,744 shares; 2025Q3: 5,960 shares; 2025Q4: 5,316 shares; 2026Q1: 4,721 shares 4,721 $337K <0.01% -595 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,110 shares; 2025Q1: 5,183 shares; 2025Q2: 5,254 shares; 2025Q3: 5,606 shares; 2025Q4: 5,529 shares; 2026Q1: 5,743 shares 5,743 $335K <0.01% +214 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,916 shares 25,916 $334K <0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,616 shares; 2026Q1: 3,594 shares 3,594 $332K <0.01% -22 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,881 shares; 2025Q1: 13,967 shares; 2025Q2: 15,201 shares; 2025Q3: 13,019 shares; 2025Q4: 11,436 shares; 2026Q1: 10,301 shares 10,301 $330K <0.01% -1,135 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: not reported; 2026Q1: 1,321 shares 1,321 $329K <0.01% new 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: restricted; 2024Q4: 2,068 shares; 2025Q1: 2,050 shares; 2025Q2: 1,883 shares; 2025Q3: 1,796 shares; 2025Q4: 1,860 shares; 2026Q1: 1,903 shares 1,903 $329K <0.01% +43 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,022 shares; 2025Q1: 3,065 shares; 2025Q2: not reported; 2025Q3: 823 shares; 2025Q4: 1,646 shares; 2026Q1: 1,830 shares 1,830 $328K <0.01% +184 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,616 shares; 2025Q1: 1,724 shares; 2025Q2: 1,612 shares; 2025Q3: 1,634 shares; 2025Q4: 1,757 shares; 2026Q1: 2,140 shares 2,140 $326K <0.01% +383 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,425 shares; 2025Q1: 2,268 shares; 2025Q2: 2,043 shares; 2025Q3: 2,264 shares; 2025Q4: 1,465 shares; 2026Q1: 1,859 shares 1,859 $321K <0.01% +394 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,169 shares; 2025Q1: 24,617 shares; 2025Q2: 24,329 shares; 2025Q3: 24,329 shares; 2025Q4: 28,020 shares; 2026Q1: 14,169 shares 14,169 $320K <0.01% -13,851 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: restricted; 2024Q4: 243 shares; 2025Q1: 269 shares; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: not reported; 2026Q1: 2,401 shares 2,401 $320K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,582 shares; 2025Q1: 2,467 shares; 2025Q2: 2,526 shares; 2025Q3: 2,482 shares; 2025Q4: 3,101 shares; 2026Q1: 3,094 shares 3,094 $316K <0.01% -7 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 2,016 shares; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 5,652 shares; 2026Q1: 5,837 shares 5,837 $316K <0.01% +185 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,380 shares; 2025Q1: 2,438 shares; 2025Q2: 2,347 shares; 2025Q3: 2,353 shares; 2025Q4: 2,408 shares; 2026Q1: 1,458 shares 1,458 $316K <0.01% -950 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 1,464 shares; 2025Q2: 3,225 shares; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 4,056 shares 4,056 $315K <0.01% +882 Timeline ANGL 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: restricted; 2024Q4: 192,622 shares; 2025Q1: 170,214 shares; 2025Q2: 15,479 shares; 2025Q3: 11,067 shares; 2025Q4: 10,902 shares; 2026Q1: 10,902 shares 10,902 $313K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 947 shares; 2025Q2: 985 shares; 2025Q3: 1,056 shares; 2025Q4: 1,165 shares; 2026Q1: 1,172 shares 1,172 $312K <0.01% +7 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,067 shares; 2025Q3: 4,067 shares; 2025Q4: 4,067 shares; 2026Q1: 4,067 shares 4,067 $311K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,069 shares; 2025Q1: 1,663 shares; 2025Q2: 2,203 shares; 2025Q3: 2,457 shares; 2025Q4: 2,635 shares; 2026Q1: 2,671 shares 2,671 $309K <0.01% +36 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,878 shares; 2025Q2: 1,338 shares; 2025Q3: 1,636 shares; 2025Q4: 1,377 shares; 2026Q1: 1,427 shares 1,427 $306K <0.01% +50 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 567 shares; 2025Q1: 677 shares; 2025Q2: 786 shares; 2025Q3: 934 shares; 2025Q4: 1,155 shares; 2026Q1: 1,144 shares 1,144 $304K <0.01% -11 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,555 shares; 2025Q1: 3,534 shares; 2025Q2: 3,496 shares; 2025Q3: 3,477 shares; 2025Q4: 2,923 shares; 2026Q1: 3,012 shares 3,012 $303K <0.01% +89 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 817 shares; 2025Q1: 998 shares; 2025Q2: 1,031 shares; 2025Q3: 1,088 shares; 2025Q4: 1,037 shares; 2026Q1: 1,129 shares 1,129 $301K <0.01% +92 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,258 shares; 2025Q2: 2,087 shares; 2025Q3: 2,108 shares; 2025Q4: 2,040 shares; 2026Q1: 2,743 shares 2,743 $299K <0.01% +703 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,161 shares; 2025Q1: 2,828 shares; 2025Q2: 2,447 shares; 2025Q3: 2,453 shares; 2025Q4: 2,505 shares; 2026Q1: 2,617 shares 2,617 $298K <0.01% +112 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: restricted; 2024Q4: 10,312 shares; 2025Q1: 10,946 shares; 2025Q2: 10,526 shares; 2025Q3: 11,184 shares; 2025Q4: 10,395 shares; 2026Q1: 10,913 shares 10,913 $298K <0.01% +518 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,324 shares; 2025Q1: 9,980 shares; 2025Q2: 9,919 shares; 2025Q3: 11,729 shares; 2025Q4: 8,322 shares; 2026Q1: 8,966 shares 8,966 $298K <0.01% +644 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,673 shares; 2025Q1: 1,880 shares; 2025Q2: 1,918 shares; 2025Q3: 1,940 shares; 2025Q4: 2,056 shares; 2026Q1: 2,049 shares 2,049 $297K <0.01% -7 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 2,985 shares; 2026Q1: 2,797 shares 2,797 $296K <0.01% -188 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,820 shares; 2025Q2: 1,846 shares; 2025Q3: 2,047 shares; 2025Q4: 1,892 shares; 2026Q1: 2,018 shares 2,018 $295K <0.01% +126 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: restricted; 2024Q4: 13,697 shares; 2025Q1: 13,706 shares; 2025Q2: 16,128 shares; 2025Q3: 18,406 shares; 2025Q4: 17,362 shares; 2026Q1: 18,778 shares 18,778 $294K <0.01% +1,416 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: restricted; 2024Q4: 1,631 shares; 2025Q1: 4,781 shares; 2025Q2: not reported; 2025Q3: 6,507 shares; 2025Q4: not reported; 2026Q1: 5,822 shares 5,822 $293K <0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,567 shares; 2025Q1: 2,395 shares; 2025Q2: 2,578 shares; 2025Q3: 2,526 shares; 2025Q4: 2,714 shares; 2026Q1: 2,925 shares 2,925 $293K <0.01% +211 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,449 shares; 2025Q1: 4,196 shares; 2025Q2: 3,905 shares; 2025Q3: 3,977 shares; 2025Q4: 4,574 shares; 2026Q1: 4,721 shares 4,721 $292K <0.01% +147 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares 2,195 $291K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,005 shares; 2025Q1: 4,721 shares; 2025Q2: 4,059 shares; 2025Q3: 4,059 shares; 2025Q4: 4,060 shares; 2026Q1: 3,980 shares 3,980 $291K <0.01% -80 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: restricted; 2024Q4: 8,193 shares; 2025Q1: 9,111 shares; 2025Q2: 6,643 shares; 2025Q3: 6,443 shares; 2025Q4: 6,713 shares; 2026Q1: 7,068 shares 7,068 $290K <0.01% +355 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: restricted; 2024Q4: 502 shares; 2025Q1: 1,337 shares; 2025Q2: 1,366 shares; 2025Q3: 1,340 shares; 2025Q4: 1,310 shares; 2026Q1: 1,395 shares 1,395 $290K <0.01% +85 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares; 2025Q2: 4,253 shares; 2025Q3: 4,253 shares; 2025Q4: 4,253 shares; 2026Q1: 4,253 shares 4,253 $290K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 778 shares; 2025Q2: 743 shares; 2025Q3: 558 shares; 2025Q4: 577 shares; 2026Q1: 819 shares 819 $290K <0.01% +242 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,495 shares 7,495 $289K <0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,422 shares; 2025Q1: 2,377 shares; 2025Q2: 2,059 shares; 2025Q3: 2,078 shares; 2025Q4: 2,245 shares; 2026Q1: 2,260 shares 2,260 $286K <0.01% +15 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,449 shares 1,449 $286K <0.01% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,795 shares; 2025Q1: 4,868 shares; 2025Q2: 4,862 shares; 2025Q3: 5,243 shares; 2025Q4: 5,162 shares; 2026Q1: 5,359 shares 5,359 $285K <0.01% +197 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: restricted; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 928 shares 928 $282K <0.01% -1 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,728 shares; 2025Q1: 2,767 shares; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: 1,282 shares; 2026Q1: 1,534 shares 1,534 $281K <0.01% +252 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: restricted; 2024Q4: 7,978 shares; 2025Q1: 9,459 shares; 2025Q2: 10,262 shares; 2025Q3: 11,229 shares; 2025Q4: 11,888 shares; 2026Q1: 10,808 shares 10,808 $280K <0.01% -1,080 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,688 shares; 2025Q1: 2,257 shares; 2025Q2: not reported; 2025Q3: 7,454 shares; 2025Q4: 8,125 shares; 2026Q1: 8,524 shares 8,524 $279K <0.01% +399 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: restricted; 2024Q4: 1,061 shares; 2025Q1: 408,003 shares; 2025Q2: 418,183 shares; 2025Q3: 473,548 shares; 2025Q4: 520,393 shares; 2026Q1: 10,495 shares 10,495 $277K <0.01% -509,898 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 1,043 shares; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: not reported; 2026Q1: 1,690 shares 1,690 $277K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,342 shares; 2025Q1: 3,126 shares; 2025Q2: not reported; 2025Q3: 2,928 shares; 2025Q4: 3,060 shares; 2026Q1: 2,959 shares 2,959 $276K <0.01% -101 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 916 shares; 2025Q1: 919 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $276K <0.01% 0 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: restricted; 2024Q4: 764 shares; 2025Q1: 1,090 shares; 2025Q2: 1,457 shares; 2025Q3: 1,892 shares; 2025Q4: 1,181 shares; 2026Q1: 1,402 shares 1,402 $275K <0.01% +221 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $274K <0.01% 0 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: restricted; 2024Q4: 711 shares; 2025Q1: 942 shares; 2025Q2: 635 shares; 2025Q3: 650 shares; 2025Q4: 667 shares; 2026Q1: 757 shares 757 $272K <0.01% +90 Timeline SPDW 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: restricted; 2024Q4: 8,325 shares; 2025Q1: 6,967 shares; 2025Q2: 6,829 shares; 2025Q3: 6,633 shares; 2025Q4: not reported; 2026Q1: 5,916 shares 5,916 $270K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,829 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 3,329 shares; 2025Q4: 3,343 shares; 2026Q1: 3,947 shares 3,947 $269K <0.01% +604 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,370 shares; 2025Q1: 14,870 shares; 2025Q2: 14,870 shares; 2025Q3: 14,825 shares; 2025Q4: 14,825 shares; 2026Q1: 14,825 shares 14,825 $266K <0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $266K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,592 shares; 2025Q1: 5,189 shares; 2025Q2: not reported; 2025Q3: 5,474 shares; 2025Q4: 5,479 shares; 2026Q1: 5,695 shares 5,695 $266K <0.01% +216 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: restricted; 2024Q4: 1,836 shares; 2025Q1: 1,847 shares; 2025Q2: 1,846 shares; 2025Q3: 1,929 shares; 2025Q4: 2,050 shares; 2026Q1: 1,958 shares 1,958 $265K <0.01% -92 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: restricted; 2024Q4: 1,916 shares; 2025Q1: 7,659 shares; 2025Q2: 17,163 shares; 2025Q3: 26,321 shares; 2025Q4: 27,350 shares; 2026Q1: 16,756 shares 16,756 $263K <0.01% -10,594 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,073 shares; 2025Q1: 1,066 shares; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: not reported; 2026Q1: 1,328 shares 1,328 $263K <0.01% new 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: restricted; 2024Q4: 680 shares; 2025Q1: 935 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934 $262K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 856 shares; 2025Q2: 906 shares; 2025Q3: 908 shares; 2025Q4: 823 shares; 2026Q1: 798 shares 798 $261K <0.01% -25 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 912 shares; 2025Q2: 962 shares; 2025Q3: 698 shares; 2025Q4: not reported; 2026Q1: 1,376 shares 1,376 $261K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,190 shares; 2025Q1: 1,284 shares; 2025Q2: 1,445 shares; 2025Q3: 1,484 shares; 2025Q4: 1,652 shares; 2026Q1: 1,322 shares 1,322 $261K <0.01% -330 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 3,836 shares 3,836 $261K <0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,126 shares; 2025Q2: 1,027 shares; 2025Q3: 995 shares; 2025Q4: not reported; 2026Q1: 1,645 shares 1,645 $260K <0.01% new 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: restricted; 2024Q4: 6,436 shares; 2025Q1: 5,128 shares; 2025Q2: not reported; 2025Q3: 4,542 shares; 2025Q4: 11,366 shares; 2026Q1: 4,750 shares 4,750 $256K <0.01% -6,616 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,056 shares 6,056 $255K <0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 560 shares; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: not reported; 2026Q1: 3,078 shares 3,078 $254K <0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: not reported; 2025Q3: 328 shares; 2025Q4: not reported; 2026Q1: 411 shares 411 $253K <0.01% new 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: restricted; 2024Q4: 13,681 shares; 2025Q1: 12,111 shares; 2025Q2: not reported; 2025Q3: 11,099 shares; 2025Q4: 11,156 shares; 2026Q1: 12,636 shares 12,636 $253K <0.01% +1,480 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,175 shares; 2025Q1: 3,631 shares; 2025Q2: not reported; 2025Q3: 5,085 shares; 2025Q4: 5,162 shares; 2026Q1: 4,993 shares 4,993 $253K <0.01% -169 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: not reported; 2026Q1: 1,231 shares 1,231 $252K <0.01% 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: restricted; 2024Q4: 1,879 shares; 2025Q1: 2,014 shares; 2025Q2: 1,865 shares; 2025Q3: 1,895 shares; 2025Q4: 2,454 shares; 2026Q1: 1,847 shares 1,847 $250K <0.01% -607 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 2,992 shares; 2026Q1: 2,992 shares 2,992 $250K <0.01% 0 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: restricted; 2024Q4: 4,545 shares; 2025Q1: 3,935 shares; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,396 shares; 2026Q1: 3,423 shares 3,423 $249K <0.01% +27 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,199 shares 8,199 $249K <0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,248 shares; 2025Q1: 2,196 shares; 2025Q2: 2,234 shares; 2025Q3: 2,239 shares; 2025Q4: 2,239 shares; 2026Q1: 2,329 shares 2,329 $249K <0.01% +90 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 278 shares; 2025Q2: 415 shares; 2025Q3: 421 shares; 2025Q4: 486 shares; 2026Q1: 421 shares 421 $248K <0.01% -65 Timeline PEY 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: restricted; 2024Q4: 11,496 shares; 2025Q1: 11,496 shares; 2025Q2: 11,496 shares; 2025Q3: 11,496 shares; 2025Q4: 11,496 shares; 2026Q1: 11,496 shares 11,496 $246K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,088 shares; 2025Q1: 2,666 shares; 2025Q2: not reported; 2025Q3: 2,053 shares; 2025Q4: 2,372 shares; 2026Q1: 2,552 shares 2,552 $245K <0.01% +180 Timeline PRFZ 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: restricted; 2024Q4: 6,432 shares; 2025Q1: 5,899 shares; 2025Q2: 5,701 shares; 2025Q3: 4,993 shares; 2025Q4: 4,963 shares; 2026Q1: 5,332 shares 5,332 $245K <0.01% +369 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 717 shares; 2025Q1: 751 shares; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: 1,504 shares; 2026Q1: 1,477 shares 1,477 $244K <0.01% -27 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: restricted; 2024Q4: 2,590 shares; 2025Q1: 2,631 shares; 2025Q2: 2,591 shares; 2025Q3: 2,497 shares; 2025Q4: 2,055 shares; 2026Q1: 2,646 shares 2,646 $244K <0.01% +591 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: not reported; 2026Q1: 1,350 shares 1,350 $243K <0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 91 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares 2,934 $242K <0.01% new 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: restricted; 2024Q4: 3,068 shares; 2025Q1: 3,547 shares; 2025Q2: not reported; 2025Q3: 3,142 shares; 2025Q4: 3,070 shares; 2026Q1: 3,639 shares 3,639 $242K <0.01% +569 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,747 shares; 2025Q1: 12,940 shares; 2025Q2: 18,438 shares; 2025Q3: 19,316 shares; 2025Q4: 19,436 shares; 2026Q1: 20,959 shares 20,959 $242K <0.01% +1,523 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,031 shares 9,031 $242K <0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 499 shares; 2025Q1: 524 shares; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 458 shares; 2026Q1: 444 shares 444 $241K <0.01% -14 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 826 shares; 2025Q2: 864 shares; 2025Q3: 776 shares; 2025Q4: 777 shares; 2026Q1: 889 shares 889 $241K <0.01% +112 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 117 shares; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: not reported; 2026Q1: 1,201 shares 1,201 $237K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: not reported; 2026Q1: 137 shares 137 $237K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: not reported; 2026Q1: 320 shares 320 $236K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $235K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: not reported; 2026Q1: 1,357 shares 1,357 $234K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,064 shares; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,479 shares; 2025Q4: 1,733 shares; 2026Q1: 2,523 shares 2,523 $233K <0.01% +790 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,637 shares 2,637 $232K <0.01% new Timeline DRNZ REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,665 shares 9,665 $231K <0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 337 shares; 2025Q1: 339 shares; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 382 shares 382 $231K <0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,488 shares; 2025Q1: 1,897 shares; 2025Q2: 1,804 shares; 2025Q3: 1,771 shares; 2025Q4: not reported; 2026Q1: 1,601 shares 1,601 $230K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,793 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: not reported; 2026Q1: 4,851 shares 4,851 $228K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: 884 shares; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: not reported; 2026Q1: 907 shares 907 $227K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 2,004 shares; 2025Q2: 2,239 shares; 2025Q3: 2,257 shares; 2025Q4: 1,759 shares; 2026Q1: 1,799 shares 1,799 $227K <0.01% +40 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: restricted; 2024Q4: 954 shares; 2025Q1: 999 shares; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 1,307 shares; 2026Q1: 1,113 shares 1,113 $227K <0.01% -194 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 676 shares; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: 1,704 shares; 2026Q1: 1,506 shares 1,506 $226K <0.01% -198 Timeline XLF 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: restricted; 2024Q4: 1,779 shares; 2025Q1: 2,535 shares; 2025Q2: 5,050 shares; 2025Q3: 4,921 shares; 2025Q4: 5,109 shares; 2026Q1: 4,564 shares 4,564 $225K <0.01% -545 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,370 shares; 2025Q1: 3,565 shares; 2025Q2: not reported; 2025Q3: 16,617 shares; 2025Q4: 12,787 shares; 2026Q1: 10,043 shares 10,043 $224K <0.01% -2,744 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 1,099 shares; 2025Q2: 1,147 shares; 2025Q3: 1,137 shares; 2025Q4: 1,376 shares; 2026Q1: 1,063 shares 1,063 $223K <0.01% -313 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 635 shares; 2025Q2: 1,655 shares; 2025Q3: 1,274 shares; 2025Q4: 1,374 shares; 2026Q1: 1,375 shares 1,375 $222K <0.01% +1 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 1,551 shares; 2026Q1: 1,546 shares 1,546 $222K <0.01% -5 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,574 shares 2,574 $222K <0.01% new Timeline NZAC 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: restricted; 2024Q4: 6,111 shares; 2025Q1: 6,166 shares; 2025Q2: 6,207 shares; 2025Q3: 5,265 shares; 2025Q4: 5,154 shares; 2026Q1: 5,400 shares 5,400 $219K <0.01% +246 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 714 shares; 2025Q2: 955 shares; 2025Q3: 915 shares; 2025Q4: 733 shares; 2026Q1: 722 shares 722 $219K <0.01% -11 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: restricted; 2024Q4: 2,517 shares; 2025Q1: 2,570 shares; 2025Q2: 2,616 shares; 2025Q3: 2,616 shares; 2025Q4: 2,988 shares; 2026Q1: 2,524 shares 2,524 $219K <0.01% -464 Timeline GVIP 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: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $219K <0.01% 0 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: restricted; 2024Q4: 2,434 shares; 2025Q1: 2,709 shares; 2025Q2: 2,360 shares; 2025Q3: 2,413 shares; 2025Q4: 2,089 shares; 2026Q1: 2,065 shares 2,065 $218K <0.01% -24 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,019 shares 19,019 $218K <0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,187 shares; 2025Q1: 1,312 shares; 2025Q2: not reported; 2025Q3: 1,059 shares; 2025Q4: not reported; 2026Q1: 1,207 shares 1,207 $217K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 644 shares; 2025Q2: not reported; 2025Q3: 855 shares; 2025Q4: not reported; 2026Q1: 3,702 shares 3,702 $216K <0.01% new Timeline KF KOREA FD INC More: the full row for KOREA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,794 shares 4,794 $215K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: not reported; 2026Q1: 156 shares 156 $215K <0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,465 shares 1,465 $215K <0.01% +46 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 824 shares; 2025Q2: 900 shares; 2025Q3: 1,181 shares; 2025Q4: 1,394 shares; 2026Q1: 860 shares 860 $214K <0.01% -534 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: restricted; 2024Q4: 9,540 shares; 2025Q1: 3,184 shares; 2025Q2: 1,114 shares; 2025Q3: 978 shares; 2025Q4: 1,262 shares; 2026Q1: 1,118 shares 1,118 $212K <0.01% -144 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 2,777 shares; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 3,184 shares; 2026Q1: 2,960 shares 2,960 $211K <0.01% -224 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 11,215 shares; 2026Q1: 11,215 shares 11,215 $211K <0.01% 0 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: restricted; 2024Q4: 1,671 shares; 2025Q1: 1,495 shares; 2025Q2: not reported; 2025Q3: 1,649 shares; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $210K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 299 shares; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: not reported; 2026Q1: 1,722 shares 1,722 $209K <0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,503 shares; 2025Q1: 1,852 shares; 2025Q2: not reported; 2025Q3: 1,086 shares; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057 $206K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,200 shares; 2025Q1: 135,571 shares; 2025Q2: 143,261 shares; 2025Q3: 140,022 shares; 2025Q4: 139,344 shares; 2026Q1: 2,275 shares 2,275 $205K <0.01% -137,069 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: restricted; 2024Q4: 3,398 shares; 2025Q1: 3,549 shares; 2025Q2: 3,048 shares; 2025Q3: 2,779 shares; 2025Q4: 1,978 shares; 2026Q1: 1,727 shares 1,727 $204K <0.01% -251 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 836 shares; 2025Q1: 841 shares; 2025Q2: not reported; 2025Q3: 829 shares; 2025Q4: not reported; 2026Q1: 817 shares 817 $203K <0.01% new 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: restricted; 2024Q4: 872 shares; 2025Q1: 528 shares; 2025Q2: not reported; 2025Q3: 772 shares; 2025Q4: not reported; 2026Q1: 2,485 shares 2,485 $202K <0.01% new Timeline FXL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares; 2026Q1: 1,264 shares 1,264 $201K <0.01% -147 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,261 shares; 2025Q1: 2,546 shares; 2025Q2: 2,466 shares; 2025Q3: 2,301 shares; 2025Q4: 2,109 shares; 2026Q1: 2,295 shares 2,295 $200K <0.01% +186 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 622,215 shares; 2025Q1: 1,328 shares; 2025Q2: not reported; 2025Q3: 3,334 shares; 2025Q4: not reported; 2026Q1: 8,445 shares 8,445 $199K <0.01% new Timeline BOTT THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,328 shares 4,328 $199K <0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 535 shares; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: not reported; 2026Q1: 909 shares 909 $199K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 912 shares; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: not reported; 2026Q1: 1,675 shares 1,675 $199K <0.01% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,532 shares 5,532 $199K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,352 shares; 2025Q1: 2,904 shares; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 2,552 shares; 2026Q1: 2,459 shares 2,459 $197K <0.01% -93 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: restricted; 2024Q4: 3,414 shares; 2025Q1: 3,969 shares; 2025Q2: 3,470 shares; 2025Q3: 2,910 shares; 2025Q4: 3,281 shares; 2026Q1: 2,555 shares 2,555 $197K <0.01% -726 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: restricted; 2024Q4: 2,713 shares; 2025Q1: 2,646 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares; 2026Q1: 2,588 shares 2,588 $195K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: not reported; 2026Q1: 15,782 shares 15,782 $195K <0.01% new 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: restricted; 2024Q4: 4,663 shares; 2025Q1: 5,470 shares; 2025Q2: not reported; 2025Q3: 3,944 shares; 2025Q4: not reported; 2026Q1: 3,784 shares 3,784 $194K <0.01% new Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,745 shares; 2025Q1: 14,745 shares; 2025Q2: 14,745 shares; 2025Q3: 14,745 shares; 2025Q4: 14,745 shares; 2026Q1: 14,745 shares 14,745 $194K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: 543 shares; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 850 shares; 2026Q1: 832 shares 832 $192K <0.01% -18 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,575 shares; 2025Q2: not reported; 2025Q3: 1,687 shares; 2025Q4: not reported; 2026Q1: 2,086 shares 2,086 $192K <0.01% new 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: restricted; 2024Q4: 5,588 shares; 2025Q1: 5,933 shares; 2025Q2: 5,360 shares; 2025Q3: 5,419 shares; 2025Q4: 5,279 shares; 2026Q1: 5,225 shares 5,225 $192K <0.01% -54 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,058 shares 3,058 $191K <0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 593 shares; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: not reported; 2026Q1: 2,054 shares 2,054 $189K <0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,577 shares; 2025Q1: 10,577 shares; 2025Q2: 10,577 shares; 2025Q3: 10,577 shares; 2025Q4: 10,577 shares; 2026Q1: 10,577 shares 10,577 $188K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 9,995 shares; 2025Q2: 9,995 shares; 2025Q3: 8,372 shares; 2025Q4: not reported; 2026Q1: 3,932 shares 3,932 $188K <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: restricted; 2024Q4: 4,209 shares; 2025Q1: 4,351 shares; 2025Q2: 3,931 shares; 2025Q3: 1,889 shares; 2025Q4: not reported; 2026Q1: 1,816 shares 1,816 $187K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,942 shares; 2025Q1: 10,408 shares; 2025Q2: 8,412 shares; 2025Q3: 9,238 shares; 2025Q4: not reported; 2026Q1: 4,879 shares 4,879 $186K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: not reported; 2026Q1: 1,889 shares 1,889 $184K <0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: not reported; 2026Q1: 1,431 shares 1,431 $183K <0.01% new 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: restricted; 2024Q4: 2,224 shares; 2025Q1: 2,170 shares; 2025Q2: 2,131 shares; 2025Q3: 1,661 shares; 2025Q4: 1,305 shares; 2026Q1: 1,051 shares 1,051 $182K <0.01% -254 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,845 shares; 2025Q1: 4,869 shares; 2025Q2: not reported; 2025Q3: 4,916 shares; 2025Q4: not reported; 2026Q1: 4,960 shares 4,960 $182K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 994 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: not reported; 2026Q1: 927 shares 927 $181K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,050 shares; 2025Q1: 868 shares; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: not reported; 2026Q1: 918 shares 918 $180K <0.01% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,288 shares; 2025Q1: 3,224 shares; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares; 2026Q1: 3,224 shares 3,224 $179K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 159 shares; 2025Q2: not reported; 2025Q3: 166 shares; 2025Q4: not reported; 2026Q1: 1,430 shares 1,430 $179K <0.01% new Timeline VDC 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: restricted; 2024Q4: 1,571 shares; 2025Q1: 1,588 shares; 2025Q2: 1,598 shares; 2025Q3: 1,599 shares; 2025Q4: not reported; 2026Q1: 796 shares 796 $179K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,625 shares; 2025Q1: 1,803 shares; 2025Q2: not reported; 2025Q3: 1,734 shares; 2025Q4: not reported; 2026Q1: 1,965 shares 1,965 $177K <0.01% new Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: not reported; 2026Q1: 1,261 shares 1,261 $175K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 718 shares; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 633 shares; 2026Q1: 598 shares 598 $174K <0.01% -35 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 675 shares; 2025Q1: 896 shares; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,879 shares; 2026Q1: 1,713 shares 1,713 $174K <0.01% -166 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: restricted; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: not reported; 2026Q1: 513 shares 513 $171K <0.01% new 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: restricted; 2024Q4: 217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,637 shares 5,637 $170K <0.01% new 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: restricted; 2024Q4: 15,936 shares; 2025Q1: 15,996 shares; 2025Q2: 11,367 shares; 2025Q3: 11,367 shares; 2025Q4: not reported; 2026Q1: 8,803 shares 8,803 $170K <0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,960 shares; 2025Q1: 1,360 shares; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: not reported; 2026Q1: 4,003 shares 4,003 $170K <0.01% new Timeline VPU 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: restricted; 2024Q4: 1,156 shares; 2025Q1: 982 shares; 2025Q2: not reported; 2025Q3: 906 shares; 2025Q4: not reported; 2026Q1: 856 shares 856 $170K <0.01% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,423 shares; 2025Q1: 15,184 shares; 2025Q2: not reported; 2025Q3: 3,982 shares; 2025Q4: not reported; 2026Q1: 3,982 shares 3,982 $169K <0.01% new Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,842 shares; 2025Q1: 6,711 shares; 2025Q2: 7,130 shares; 2025Q3: 7,156 shares; 2025Q4: not reported; 2026Q1: 5,831 shares 5,831 $166K <0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: not reported; 2025Q3: 3,638 shares; 2025Q4: not reported; 2026Q1: 3,638 shares 3,638 $166K <0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,238 shares 1,238 $165K <0.01% -1 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 768 shares; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 788 shares; 2026Q1: 679 shares 679 $164K <0.01% -109 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: restricted; 2024Q4: 330 shares; 2025Q1: 309 shares; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: not reported; 2026Q1: 452 shares 452 $164K <0.01% new Timeline BILS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $164K <0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,680 shares; 2025Q1: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 6,680 shares; 2025Q4: not reported; 2026Q1: 6,316 shares 6,316 $164K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 837 shares; 2025Q1: 826 shares; 2025Q2: not reported; 2025Q3: 743 shares; 2025Q4: not reported; 2026Q1: 728 shares 728 $161K <0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: not reported; 2025Q3: 3,503 shares; 2025Q4: not reported; 2026Q1: 3,503 shares 3,503 $161K <0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 707 shares; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: 705 shares; 2025Q4: not reported; 2026Q1: 714 shares 714 $160K <0.01% new 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: restricted; 2024Q4: 2,439 shares; 2025Q1: 2,124 shares; 2025Q2: not reported; 2025Q3: 2,467 shares; 2025Q4: not reported; 2026Q1: 2,483 shares 2,483 $159K <0.01% new 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: restricted; 2024Q4: 5,234 shares; 2025Q1: 4,967 shares; 2025Q2: not reported; 2025Q3: 5,114 shares; 2025Q4: not reported; 2026Q1: 6,065 shares 6,065 $158K <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,333 shares; 2025Q2: not reported; 2025Q3: 1,918 shares; 2025Q4: not reported; 2026Q1: 2,223 shares 2,223 $158K <0.01% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,122 shares; 2025Q1: 1,201 shares; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: not reported; 2026Q1: 1,027 shares 1,027 $158K <0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 47 shares; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: not reported; 2026Q1: 125 shares 125 $157K <0.01% new Timeline XAR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $157K <0.01% new 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: restricted; 2024Q4: 1,470 shares; 2025Q1: 2,021 shares; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: not reported; 2026Q1: 2,036 shares 2,036 $155K <0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,694 shares 3,694 $154K <0.01% new 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: restricted; 2024Q4: 821 shares; 2025Q1: 818 shares; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: not reported; 2026Q1: 1,074 shares 1,074 $154K <0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: not reported; 2026Q1: 1,487 shares 1,487 $154K <0.01% new 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: restricted; 2024Q4: 3,325 shares; 2025Q1: 3,133 shares; 2025Q2: not reported; 2025Q3: 2,927 shares; 2025Q4: 4,110 shares; 2026Q1: 2,879 shares 2,879 $154K <0.01% -1,231 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: restricted; 2024Q4: 1,102 shares; 2025Q1: 2,536 shares; 2025Q2: not reported; 2025Q3: 6,113 shares; 2025Q4: 6,477 shares; 2026Q1: 4,999 shares 4,999 $154K <0.01% -1,478 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,839 shares; 2025Q1: 3,149 shares; 2025Q2: not reported; 2025Q3: 3,454 shares; 2025Q4: not reported; 2026Q1: 4,048 shares 4,048 $152K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,790 shares; 2025Q2: not reported; 2025Q3: 1,577 shares; 2025Q4: not reported; 2026Q1: 1,519 shares 1,519 $150K <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,332 shares; 2025Q1: 1,956 shares; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: not reported; 2026Q1: 2,332 shares 2,332 $149K <0.01% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,156 shares; 2025Q1: 1,941 shares; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: not reported; 2026Q1: 1,761 shares 1,761 $149K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 789 shares; 2025Q4: not reported; 2026Q1: 735 shares 735 $149K <0.01% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: not reported; 2025Q3: 3,464 shares; 2025Q4: not reported; 2026Q1: 3,464 shares 3,464 $147K <0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,097 shares; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: not reported; 2026Q1: 1,168 shares 1,168 $147K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 495 shares; 2025Q1: 463 shares; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: not reported; 2026Q1: 537 shares 537 $146K <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: restricted; 2024Q4: 531 shares; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: not reported; 2026Q1: 513 shares 513 $146K <0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: not reported; 2026Q1: 1,353 shares 1,353 $144K <0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: not reported; 2026Q1: 2,044 shares 2,044 $144K <0.01% new Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,459 shares; 2025Q1: 3,459 shares; 2025Q2: not reported; 2025Q3: 3,459 shares; 2025Q4: not reported; 2026Q1: 3,459 shares 3,459 $144K <0.01% new 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: restricted; 2024Q4: 73 shares; 2025Q1: 921 shares; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: not reported; 2026Q1: 1,286 shares 1,286 $143K <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,947 shares; 2025Q1: 3,730 shares; 2025Q2: not reported; 2025Q3: 3,506 shares; 2025Q4: not reported; 2026Q1: 7,608 shares 7,608 $143K <0.01% new 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: restricted; 2024Q4: 7,664 shares; 2025Q1: 9,080 shares; 2025Q2: 12,345 shares; 2025Q3: 6,611 shares; 2025Q4: 3,755 shares; 2026Q1: 1,483 shares 1,483 $143K <0.01% -2,272 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,083 shares; 2025Q1: 512 shares; 2025Q2: 3,418 shares; 2025Q3: 3,441 shares; 2025Q4: 3,966 shares; 2026Q1: 2,669 shares 2,669 $143K <0.01% -1,297 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,134 shares; 2025Q1: 1,954 shares; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: not reported; 2026Q1: 2,832 shares 2,832 $143K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,664 shares; 2025Q1: 4,084 shares; 2025Q2: not reported; 2025Q3: 1,977 shares; 2025Q4: not reported; 2026Q1: 2,704 shares 2,704 $142K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,428 shares; 2025Q1: 2,637 shares; 2025Q2: 2,496 shares; 2025Q3: 2,501 shares; 2025Q4: 2,852 shares; 2026Q1: 2,176 shares 2,176 $142K <0.01% -676 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: restricted; 2024Q4: 162 shares; 2025Q1: 167 shares; 2025Q2: not reported; 2025Q3: 1,253 shares; 2025Q4: 1,522 shares; 2026Q1: 943 shares 943 $142K <0.01% -579 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 769 shares; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: not reported; 2026Q1: 829 shares 829 $141K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 442 shares; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $139K <0.01% new Timeline NANR 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: restricted; 2024Q4: 1,861 shares; 2025Q1: 1,654 shares; 2025Q2: not reported; 2025Q3: 1,654 shares; 2025Q4: not reported; 2026Q1: 1,654 shares 1,654 $139K <0.01% new Timeline VFH 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: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: not reported; 2026Q1: 1,150 shares 1,150 $139K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 620 shares; 2025Q1: 1,224 shares; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: not reported; 2026Q1: 1,203 shares 1,203 $138K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 900 shares; 2025Q2: not reported; 2025Q3: 949 shares; 2025Q4: not reported; 2026Q1: 941 shares 941 $138K <0.01% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,092 shares; 2025Q4: not reported; 2026Q1: 3,041 shares 3,041 $137K <0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 527 shares; 2025Q4: not reported; 2026Q1: 941 shares 941 $137K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 165 shares; 2025Q2: 136 shares; 2025Q3: 112 shares; 2025Q4: 296 shares; 2026Q1: 127 shares 127 $136K <0.01% -169 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,992 shares 12,992 $135K <0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: not reported; 2026Q1: 1,615 shares 1,615 $134K <0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,095 shares; 2025Q1: 1,841 shares; 2025Q2: 2,206 shares; 2025Q3: 2,344 shares; 2025Q4: 2,197 shares; 2026Q1: 1,357 shares 1,357 $134K <0.01% -840 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,622 shares; 2025Q1: 2,470 shares; 2025Q2: not reported; 2025Q3: 2,395 shares; 2025Q4: not reported; 2026Q1: 1,859 shares 1,859 $133K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,459 shares 1,459 $133K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,742 shares 1,742 $133K <0.01% new 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: restricted; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: not reported; 2026Q1: 933 shares 933 $133K <0.01% new Timeline MEAR 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: restricted; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: not reported; 2026Q1: 2,634 shares 2,634 $133K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,260 shares; 2025Q1: 5,443 shares; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: not reported; 2026Q1: 2,044 shares 2,044 $132K <0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: not reported; 2026Q1: 278 shares 278 $132K <0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,838 shares 3,838 $132K <0.01% new 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: restricted; 2024Q4: 2,329 shares; 2025Q1: 2,292 shares; 2025Q2: not reported; 2025Q3: 1,762 shares; 2025Q4: not reported; 2026Q1: 1,725 shares 1,725 $130K <0.01% new Timeline VTC 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: restricted; 2024Q4: 3,791 shares; 2025Q1: 3,655 shares; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: not reported; 2026Q1: 1,676 shares 1,676 $129K <0.01% new Timeline VIGI 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: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: not reported; 2025Q3: 1,720 shares; 2025Q4: not reported; 2026Q1: 1,447 shares 1,447 $128K <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 687 shares; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: not reported; 2026Q1: 681 shares 681 $127K <0.01% new 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: restricted; 2024Q4: 1,231 shares; 2025Q1: 1,199 shares; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: not reported; 2026Q1: 390 shares 390 $127K <0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 338 shares; 2025Q2: not reported; 2025Q3: 338 shares; 2025Q4: not reported; 2026Q1: 387 shares 387 $127K <0.01% new 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: restricted; 2024Q4: 1,202 shares; 2025Q1: 2,950 shares; 2025Q2: not reported; 2025Q3: 2,919 shares; 2025Q4: not reported; 2026Q1: 3,179 shares 3,179 $126K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 259 shares; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: not reported; 2026Q1: 714 shares 714 $125K <0.01% new Timeline GDX 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: restricted; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: not reported; 2025Q3: 1,508 shares; 2025Q4: not reported; 2026Q1: 1,366 shares 1,366 $125K <0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,855 shares; 2025Q1: 6,465 shares; 2025Q2: 7,209 shares; 2025Q3: 7,316 shares; 2025Q4: not reported; 2026Q1: 4,917 shares 4,917 $123K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,463 shares; 2025Q1: 4,477 shares; 2025Q2: not reported; 2025Q3: 7,221 shares; 2025Q4: not reported; 2026Q1: 5,450 shares 5,450 $122K <0.01% new Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,119 shares 12,119 $122K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 1,559 shares; 2025Q2: not reported; 2025Q3: 1,535 shares; 2025Q4: not reported; 2026Q1: 1,535 shares 1,535 $121K <0.01% new 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: restricted; 2024Q4: 3,620 shares; 2025Q1: 3,629 shares; 2025Q2: 3,220 shares; 2025Q3: 6,384 shares; 2025Q4: 6,412 shares; 2026Q1: 4,827 shares 4,827 $120K <0.01% -1,585 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: not reported; 2026Q1: 1,723 shares 1,723 $120K <0.01% new Timeline XBI 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: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: 936 shares 936 $120K <0.01% new 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: restricted; 2024Q4: 7,063 shares; 2025Q1: 7,000 shares; 2025Q2: not reported; 2025Q3: 7,272 shares; 2025Q4: not reported; 2026Q1: 5,753 shares 5,753 $119K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: not reported; 2026Q1: 313 shares 313 $119K <0.01% 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: restricted; 2024Q4: 4,953 shares; 2025Q1: 5,578 shares; 2025Q2: not reported; 2025Q3: 4,926 shares; 2025Q4: not reported; 2026Q1: 4,829 shares 4,829 $118K <0.01% new Timeline VDE 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: restricted; 2024Q4: 175 shares; 2025Q1: 261 shares; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: not reported; 2026Q1: 675 shares 675 $117K <0.01% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 662 shares; 2025Q1: 661 shares; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: not reported; 2026Q1: 473 shares 473 $117K <0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425,557 shares; 2025Q1: 464,889 shares; 2025Q2: 459,709 shares; 2025Q3: 498,526 shares; 2025Q4: 598,432 shares; 2026Q1: 5,147 shares 5,147 $117K <0.01% -593,285 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 437 shares; 2025Q2: 1,564 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 679 shares 679 $116K <0.01% new Timeline JEPI 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: restricted; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: not reported; 2026Q1: 2,048 shares 2,048 $116K <0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,774 shares; 2025Q1: 7,979 shares; 2025Q2: not reported; 2025Q3: 7,979 shares; 2025Q4: not reported; 2026Q1: 7,774 shares 7,774 $116K <0.01% new 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: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,211 shares; 2025Q2: not reported; 2025Q3: 1,172 shares; 2025Q4: not reported; 2026Q1: 1,149 shares 1,149 $116K <0.01% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: not reported; 2026Q1: 975 shares 975 $115K <0.01% new 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: restricted; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: not reported; 2026Q1: 1,446 shares 1,446 $114K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,301 shares; 2025Q1: 2,515 shares; 2025Q2: 2,240 shares; 2025Q3: 980 shares; 2025Q4: not reported; 2026Q1: 1,096 shares 1,096 $114K <0.01% 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: restricted; 2024Q4: 2,557 shares; 2025Q1: 2,143 shares; 2025Q2: 1,938 shares; 2025Q3: 1,905 shares; 2025Q4: not reported; 2026Q1: 1,444 shares 1,444 $113K <0.01% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: not reported; 2026Q1: 1,488 shares 1,488 $111K <0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,761 shares; 2025Q1: 2,761 shares; 2025Q2: not reported; 2025Q3: 2,761 shares; 2025Q4: not reported; 2026Q1: 2,761 shares 2,761 $111K <0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 845 shares; 2025Q1: 884 shares; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: not reported; 2026Q1: 776 shares 776 $111K <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 216 shares; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: not reported; 2026Q1: 437 shares 437 $110K <0.01% new Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: not reported; 2026Q1: 1,197 shares 1,197 $109K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 436 shares; 2025Q1: 428 shares; 2025Q2: not reported; 2025Q3: 549 shares; 2025Q4: not reported; 2026Q1: 1,816 shares 1,816 $109K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 219 shares; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: not reported; 2026Q1: 526 shares 526 $108K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,539 shares; 2025Q1: 1,070 shares; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: not reported; 2026Q1: 1,485 shares 1,485 $108K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: not reported; 2026Q1: 423 shares 423 $108K <0.01% new Timeline AETH BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $108K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: not reported; 2026Q1: 911 shares 911 $108K <0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: not reported; 2026Q1: 1,517 shares 1,517 $106K <0.01% new 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: restricted; 2024Q4: 1,926 shares; 2025Q1: 2,332 shares; 2025Q2: not reported; 2025Q3: 817 shares; 2025Q4: not reported; 2026Q1: 1,489 shares 1,489 $106K <0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 714 shares; 2025Q1: 845 shares; 2025Q2: not reported; 2025Q3: 855 shares; 2025Q4: not reported; 2026Q1: 746 shares 746 $106K <0.01% new Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: not reported; 2026Q1: 5,426 shares 5,426 $106K <0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 16 shares 16 $105K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,434 shares; 2025Q1: 9,050 shares; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: not reported; 2026Q1: 7,804 shares 7,804 $105K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 233 shares; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: not reported; 2026Q1: 359 shares 359 $104K <0.01% 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: restricted; 2024Q4: 2,752 shares; 2025Q1: 1,323 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $103K <0.01% new Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,948 shares; 2025Q1: 1,892 shares; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: not reported; 2026Q1: 1,399 shares 1,399 $102K <0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: not reported; 2026Q1: 639 shares 639 $102K <0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: not reported; 2026Q1: 2,611 shares 2,611 $100K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 418 shares; 2025Q1: 1,590 shares; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: not reported; 2026Q1: 1,517 shares 1,517 $99.1K <0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,163 shares; 2025Q1: 2,683 shares; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: not reported; 2026Q1: 1,060 shares 1,060 $99K <0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,240 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $98.2K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 978 shares 978 $98K <0.01% new 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: restricted; 2024Q4: 13,485 shares; 2025Q1: 12,456 shares; 2025Q2: 10,565 shares; 2025Q3: 10,301 shares; 2025Q4: not reported; 2026Q1: 2,729 shares 2,729 $97.4K <0.01% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,191 shares; 2025Q1: 203,157 shares; 2025Q2: 206,507 shares; 2025Q3: 202,410 shares; 2025Q4: 210,649 shares; 2026Q1: 1,476 shares 1,476 $97.3K <0.01% -209,173 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,086 shares; 2025Q1: 897 shares; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: 1,098 shares 1,098 $97.1K <0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: not reported; 2026Q1: 271 shares 271 $97K <0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 645 shares; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: not reported; 2026Q1: 756 shares 756 $96.9K <0.01% new Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 655 shares; 2025Q1: 682 shares; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: not reported; 2026Q1: 462 shares 462 $95.5K <0.01% new Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,284 shares; 2025Q1: 3,231 shares; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: not reported; 2026Q1: 2,886 shares 2,886 $95.5K <0.01% new Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,913 shares 1,913 $95.2K <0.01% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 1,671 shares; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $94.8K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: not reported; 2026Q1: 700 shares 700 $94.7K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,610 shares; 2025Q1: 1,519 shares; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: not reported; 2026Q1: 982 shares 982 $94.7K <0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265 shares; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: 149 shares; 2025Q4: not reported; 2026Q1: 603 shares 603 $93.8K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 353 shares; 2025Q1: 907 shares; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: not reported; 2026Q1: 8,713 shares 8,713 $93.6K <0.01% new 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: restricted; 2024Q4: 2,450 shares; 2025Q1: 2,242 shares; 2025Q2: not reported; 2025Q3: 2,690 shares; 2025Q4: not reported; 2026Q1: 1,549 shares 1,549 $93.5K <0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: 2,794 shares; 2025Q4: not reported; 2026Q1: 2,794 shares 2,794 $93.2K <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: restricted; 2024Q4: 524 shares; 2025Q1: 485 shares; 2025Q2: not reported; 2025Q3: 449 shares; 2025Q4: not reported; 2026Q1: 488 shares 488 $92.5K <0.01% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,503 shares; 2025Q1: 1,530 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: not reported; 2026Q1: 1,253 shares 1,253 $92.3K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,209 shares; 2025Q1: 1,141 shares; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: not reported; 2026Q1: 771 shares 771 $92.1K <0.01% new Timeline TIPX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,777 shares 4,777 $91.7K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,875 shares 8,875 $91.4K <0.01% new Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,739 shares 8,739 $91.2K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,015 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 824 shares 824 $90.9K <0.01% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: not reported; 2025Q3: 773 shares; 2025Q4: not reported; 2026Q1: 839 shares 839 $90.7K <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 1,367 shares; 2025Q2: not reported; 2025Q3: 926 shares; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262 $90.6K <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 404 shares; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: not reported; 2026Q1: 817 shares 817 $89.6K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439 shares; 2025Q1: 426 shares; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: not reported; 2026Q1: 411 shares 411 $89.5K <0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: not reported; 2026Q1: 993 shares 993 $89.2K <0.01% new Timeline ACWV 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: restricted; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: not reported; 2026Q1: 745 shares 745 $89K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: not reported; 2026Q1: 580 shares 580 $88.8K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,782 shares; 2025Q1: 2,449 shares; 2025Q2: 3,628 shares; 2025Q3: 3,608 shares; 2025Q4: not reported; 2026Q1: 1,957 shares 1,957 $88.5K <0.01% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,973 shares; 2025Q1: 1,018 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $88.5K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 778 shares; 2025Q1: 1,112 shares; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: not reported; 2026Q1: 1,094 shares 1,094 $88.2K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,065 shares; 2025Q1: 2,484 shares; 2025Q2: 2,570 shares; 2025Q3: 2,648 shares; 2025Q4: not reported; 2026Q1: 2,170 shares 2,170 $87.5K <0.01% new Timeline FDN 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: restricted; 2024Q4: 74 shares; 2025Q1: 374 shares; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: not reported; 2026Q1: 374 shares 374 $87.5K <0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 455 shares; 2025Q1: 465 shares; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: not reported; 2026Q1: 714 shares 714 $87.2K <0.01% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,663 shares; 2025Q1: 1,607 shares; 2025Q2: not reported; 2025Q3: 1,092 shares; 2025Q4: not reported; 2026Q1: 1,072 shares 1,072 $86.8K <0.01% new Timeline BLV 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: restricted; 2024Q4: 197 shares; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: not reported; 2026Q1: 1,251 shares 1,251 $86K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares 2,934 $85.6K <0.01% new Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: not reported; 2026Q1: 1,307 shares 1,307 $85.3K <0.01% new Timeline EDV 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: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,312 shares 1,312 $85.2K <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,188 shares; 2025Q1: 3,253 shares; 2025Q2: not reported; 2025Q3: 3,087 shares; 2025Q4: not reported; 2026Q1: 2,900 shares 2,900 $85.2K <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: restricted; 2024Q4: 1,010 shares; 2025Q1: 997 shares; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: not reported; 2026Q1: 856 shares 856 $85.1K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: not reported; 2025Q3: 549 shares; 2025Q4: not reported; 2026Q1: 818 shares 818 $84.9K <0.01% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,134 shares; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: not reported; 2026Q1: 2,134 shares 2,134 $84.8K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: not reported; 2026Q1: 724 shares 724 $84.1K <0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 323 shares; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: not reported; 2026Q1: 2,331 shares 2,331 $84.1K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 287 shares; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: not reported; 2026Q1: 231 shares 231 $84K <0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 584 shares; 2025Q1: 624 shares; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: not reported; 2026Q1: 584 shares 584 $83.9K <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,789 shares; 2025Q2: not reported; 2025Q3: 3,615 shares; 2025Q4: not reported; 2026Q1: 3,671 shares 3,671 $83.6K <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: not reported; 2026Q1: 478 shares 478 $83.4K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 740 shares; 2025Q1: 2,746 shares; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: 1,260 shares 1,260 $82.2K <0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 828 shares; 2025Q1: 575 shares; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: not reported; 2026Q1: 873 shares 873 $82.2K <0.01% new 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: restricted; 2024Q4: 2,809 shares; 2025Q1: 3,599 shares; 2025Q2: not reported; 2025Q3: 2,038 shares; 2025Q4: not reported; 2026Q1: 1,389 shares 1,389 $82.1K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,834 shares; 2025Q1: 2,052 shares; 2025Q2: 1,723 shares; 2025Q3: 1,183 shares; 2025Q4: not reported; 2026Q1: 1,470 shares 1,470 $82K <0.01% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: not reported; 2025Q3: 2,760 shares; 2025Q4: not reported; 2026Q1: 2,760 shares 2,760 $81.4K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: not reported; 2026Q1: 3,562 shares 3,562 $80.8K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,557 shares; 2025Q1: 6,880 shares; 2025Q2: not reported; 2025Q3: 7,116 shares; 2025Q4: not reported; 2026Q1: 3,342 shares 3,342 $79.6K <0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: not reported; 2026Q1: 795 shares 795 $79.5K <0.01% new 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: restricted; 2024Q4: 252 shares; 2025Q1: 451 shares; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: not reported; 2026Q1: 271 shares 271 $79.4K <0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 144 shares; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: not reported; 2026Q1: 462 shares 462 $79K <0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 707 shares; 2025Q1: 767 shares; 2025Q2: not reported; 2025Q3: 767 shares; 2025Q4: not reported; 2026Q1: 1,056 shares 1,056 $78.1K <0.01% new Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 999 shares 999 $76.5K <0.01% new 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: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,517 shares; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: not reported; 2026Q1: 877 shares 877 $76.2K <0.01% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,459 shares 1,459 $76.1K <0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: not reported; 2026Q1: 377 shares 377 $76K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,051 shares; 2025Q1: 5,912 shares; 2025Q2: not reported; 2025Q3: 6,324 shares; 2025Q4: not reported; 2026Q1: 3,939 shares 3,939 $75.7K <0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: not reported; 2026Q1: 154 shares 154 $75.6K <0.01% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares 842 $74.9K <0.01% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,150 shares; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: not reported; 2026Q1: 1,443 shares 1,443 $74.9K <0.01% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: not reported; 2026Q1: 925 shares 925 $74.6K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 859 shares; 2025Q1: 774 shares; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: not reported; 2026Q1: 792 shares 792 $74.1K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 677 shares 677 $74.1K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 580 shares; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: not reported; 2026Q1: 348 shares 348 $73.7K <0.01% new 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: restricted; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: not reported; 2026Q1: 2,820 shares 2,820 $73.4K <0.01% new 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: restricted; 2024Q4: 29 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 697 shares 697 $73.3K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151 shares; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: not reported; 2026Q1: 140 shares 140 $73.2K <0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: not reported; 2026Q1: 403 shares 403 $73.1K <0.01% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $72.7K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 876 shares 876 $72.6K <0.01% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,689 shares; 2025Q1: 4,617 shares; 2025Q2: not reported; 2025Q3: 4,684 shares; 2025Q4: not reported; 2026Q1: 4,684 shares 4,684 $72.6K <0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,077 shares; 2025Q1: 1,026 shares; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: not reported; 2026Q1: 667 shares 667 $72.2K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: not reported; 2025Q3: 423 shares; 2025Q4: not reported; 2026Q1: 423 shares 423 $71.4K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: not reported; 2026Q1: 389 shares 389 $70.9K <0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 896 shares; 2025Q1: 927 shares; 2025Q2: not reported; 2025Q3: 884 shares; 2025Q4: not reported; 2026Q1: 836 shares 836 $70.8K <0.01% new 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: restricted; 2024Q4: 292 shares; 2025Q1: 425 shares; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: not reported; 2026Q1: 1,274 shares 1,274 $70.3K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares 562 $70.3K <0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280 $70.2K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 411 shares; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: not reported; 2026Q1: 411 shares 411 $70.2K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: not reported; 2026Q1: 1,433 shares 1,433 $69.9K <0.01% new Timeline KOMP 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: restricted; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: not reported; 2026Q1: 1,189 shares 1,189 $69.5K <0.01% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,124 shares; 2025Q1: 1,092 shares; 2025Q2: not reported; 2025Q3: 574 shares; 2025Q4: not reported; 2026Q1: 574 shares 574 $69.4K <0.01% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,035 shares; 2025Q1: 1,395 shares; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: not reported; 2026Q1: 1,391 shares 1,391 $69.3K <0.01% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: not reported; 2026Q1: 1,528 shares 1,528 $69.3K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: not reported; 2025Q3: 317 shares; 2025Q4: not reported; 2026Q1: 634 shares 634 $69.1K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: 866 shares; 2025Q4: not reported; 2026Q1: 437 shares 437 $69.1K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,923 shares; 2025Q2: not reported; 2025Q3: 2,628 shares; 2025Q4: not reported; 2026Q1: 3,678 shares 3,678 $68.8K <0.01% new Timeline HARD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares 1,936 $68.5K <0.01% new Timeline EMLP 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: restricted; 2024Q4: 14,622 shares; 2025Q1: 8,577 shares; 2025Q2: 8,574 shares; 2025Q3: 8,190 shares; 2025Q4: not reported; 2026Q1: 1,567 shares 1,567 $68.4K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 661 shares; 2025Q1: 513 shares; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: not reported; 2026Q1: 755 shares 755 $68.3K <0.01% new Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 1,443 shares; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $68.1K <0.01% new Timeline MAXI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,132 shares 7,132 $68K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 173 shares 173 $67.2K <0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 174 shares; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 479 shares 479 $66.7K <0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,937 shares; 2025Q1: 717 shares; 2025Q2: not reported; 2025Q3: 647 shares; 2025Q4: not reported; 2026Q1: 876 shares 876 $66.2K <0.01% new Timeline EMGF 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: restricted; 2024Q4: 1,237 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091 $65.9K <0.01% new 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: restricted; 2024Q4: 1,474 shares; 2025Q1: 4,578 shares; 2025Q2: not reported; 2025Q3: 1,863 shares; 2025Q4: not reported; 2026Q1: 1,056 shares 1,056 $64.8K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: not reported; 2026Q1: 1,028 shares 1,028 $64.6K <0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,262 shares; 2025Q1: 2,699 shares; 2025Q2: not reported; 2025Q3: 2,856 shares; 2025Q4: not reported; 2026Q1: 1,375 shares 1,375 $64.4K <0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 673 shares; 2025Q1: 674 shares; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: not reported; 2026Q1: 546 shares 546 $64.1K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 157 shares 157 $63.9K <0.01% new 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: restricted; 2024Q4: 937 shares; 2025Q1: 783 shares; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: not reported; 2026Q1: 724 shares 724 $63.4K <0.01% new Timeline