ILCV 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: 688,896 shares; 2025Q1: 689,558 shares; 2025Q2: 700,341 shares; 2025Q3: 661,110 shares; 2025Q4: 666,393 shares; 2026Q1: 666,400 shares 666,400 $62.1M 10.31% +7 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,039,156 shares; 2025Q1: 2,032,963 shares; 2025Q2: 2,052,409 shares; 2025Q3: 1,957,053 shares; 2025Q4: 2,021,390 shares; 2026Q1: 2,015,802 shares 2,015,802 $49.9M 8.29% -5,588 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 766,305 shares; 2025Q1: 765,725 shares; 2025Q2: 780,285 shares; 2025Q3: 725,272 shares; 2025Q4: 739,497 shares; 2026Q1: 737,901 shares 737,901 $47.3M 7.85% -1,596 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 774,544 shares; 2025Q1: 771,853 shares; 2025Q2: 782,342 shares; 2025Q3: 739,729 shares; 2025Q4: 755,382 shares; 2026Q1: 753,184 shares 753,184 $40.7M 6.76% -2,198 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434,827 shares; 2025Q1: 1,430,522 shares; 2025Q2: 1,449,834 shares; 2025Q3: 1,440,831 shares; 2025Q4: 1,456,441 shares; 2026Q1: 1,452,739 shares 1,452,739 $37.2M 6.19% -3,702 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,151,851 shares; 2025Q1: 1,080,577 shares; 2025Q2: 1,606,096 shares; 2025Q3: 1,591,801 shares; 2025Q4: 1,479,684 shares; 2026Q1: 1,370,025 shares 1,370,025 $36.5M 6.06% -109,659 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,871 shares; 2025Q1: 46,838 shares; 2025Q2: 45,627 shares; 2025Q3: 44,766 shares; 2025Q4: 44,766 shares; 2026Q1: 44,530 shares 44,530 $29.1M 4.83% -236 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,345 shares; 2025Q1: 43,181 shares; 2025Q2: 43,862 shares; 2025Q3: 44,284 shares; 2025Q4: 44,596 shares; 2026Q1: 44,620 shares 44,620 $26.7M 4.43% +24 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,965 shares; 2025Q1: 235,519 shares; 2025Q2: 238,708 shares; 2025Q3: 260,534 shares; 2025Q4: 263,065 shares; 2026Q1: 258,524 shares 258,524 $25.7M 4.26% -4,541 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253,334 shares; 2025Q1: 257,403 shares; 2025Q2: 260,478 shares; 2025Q3: 245,233 shares; 2025Q4: 247,837 shares; 2026Q1: 243,304 shares 243,304 $19.3M 3.2% -4,533 Timeline IMCV 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: 198,225 shares; 2025Q1: 198,515 shares; 2025Q2: 201,752 shares; 2025Q3: 204,066 shares; 2025Q4: 206,652 shares; 2026Q1: 207,319 shares 207,319 $17.6M 2.92% +667 Timeline IMCG 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: 184,472 shares; 2025Q1: 183,907 shares; 2025Q2: 186,218 shares; 2025Q3: 201,840 shares; 2025Q4: 203,324 shares; 2026Q1: 203,880 shares 203,880 $16.1M 2.67% +556 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 532,878 shares; 2025Q1: 532,238 shares; 2025Q2: 539,098 shares; 2025Q3: 541,906 shares; 2025Q4: 549,934 shares; 2026Q1: 549,098 shares 549,098 $16M 2.65% -836 Timeline IMCB 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: 174,200 shares; 2025Q1: 174,785 shares; 2025Q2: 177,216 shares; 2025Q3: 186,998 shares; 2025Q4: 189,190 shares; 2026Q1: 189,793 shares 189,793 $15.8M 2.63% +603 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,824 shares; 2025Q1: 87,867 shares; 2025Q2: 89,285 shares; 2025Q3: 172,661 shares; 2025Q4: 174,321 shares; 2026Q1: 171,935 shares 171,935 $14.2M 2.36% -2,386 Timeline ISCV 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: 186,096 shares; 2025Q1: 186,326 shares; 2025Q2: 189,512 shares; 2025Q3: 184,974 shares; 2025Q4: 187,179 shares; 2026Q1: 187,603 shares 187,603 $13M 2.17% +424 Timeline ISCG 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: 165,751 shares; 2025Q1: 165,300 shares; 2025Q2: 167,423 shares; 2025Q3: 176,783 shares; 2025Q4: 178,213 shares; 2026Q1: 178,503 shares 178,503 $9.78M 1.62% +290 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 558,669 shares; 2025Q1: 457,148 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272,126 shares 272,126 $8.35M 1.39% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,467 shares; 2025Q1: 23,601 shares; 2025Q2: 42,198 shares; 2025Q3: 25,942 shares; 2025Q4: 44,196 shares; 2026Q1: 90,464 shares 90,464 $8.29M 1.38% +46,268 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,452 shares; 2025Q1: 92,894 shares; 2025Q2: 93,694 shares; 2025Q3: 101,131 shares; 2025Q4: 102,999 shares; 2026Q1: 100,177 shares 100,177 $7.38M 1.23% -2,822 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,327 shares; 2025Q3: 11,180 shares; 2025Q4: 11,018 shares; 2026Q1: 11,156 shares 11,156 $4.8M 0.8% +138 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,234 shares; 2025Q1: 42,899 shares; 2025Q2: 48,243 shares; 2025Q3: 45,654 shares; 2025Q4: 92,238 shares; 2026Q1: 73,881 shares 73,881 $4.53M 0.75% -18,357 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,063 shares; 2025Q1: 36,913 shares; 2025Q2: 39,582 shares; 2025Q3: 36,830 shares; 2025Q4: 36,437 shares; 2026Q1: 37,776 shares 37,776 $4.19M 0.7% +1,339 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,302 shares; 2025Q1: 13,653 shares; 2025Q2: 14,486 shares; 2025Q3: 11,712 shares; 2025Q4: 10,455 shares; 2026Q1: 12,634 shares 12,634 $3.91M 0.65% +2,179 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,153 shares; 2025Q1: 38,416 shares; 2025Q2: 38,513 shares; 2025Q3: 41,414 shares; 2025Q4: 43,390 shares; 2026Q1: 43,589 shares 43,589 $3.87M 0.64% +199 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,573 shares; 2025Q1: 12,977 shares; 2025Q2: 14,128 shares; 2025Q3: 13,930 shares; 2025Q4: 13,811 shares; 2026Q1: 14,698 shares 14,698 $3.73M 0.62% +887 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: 9,712 shares; 2025Q1: 9,712 shares; 2025Q2: 10,406 shares; 2025Q3: 9,468 shares; 2025Q4: 9,382 shares; 2026Q1: 9,841 shares 9,841 $3.23M 0.54% +459 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,768 shares; 2025Q1: 16,617 shares; 2025Q2: 17,409 shares; 2025Q3: 27,294 shares; 2025Q4: 24,938 shares; 2026Q1: 26,064 shares 26,064 $3.13M 0.52% +1,126 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,839 shares; 2025Q1: 13,923 shares; 2025Q2: 14,594 shares; 2025Q3: 14,265 shares; 2025Q4: 13,240 shares; 2026Q1: 13,544 shares 13,544 $2.95M 0.49% +304 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,179 shares; 2025Q1: 10,025 shares; 2025Q2: 9,952 shares; 2025Q3: 9,581 shares; 2025Q4: 9,368 shares; 2026Q1: 9,330 shares 9,330 $2.75M 0.46% -38 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,073 shares; 2025Q1: 6,332 shares; 2025Q2: 6,564 shares; 2025Q3: 6,348 shares; 2025Q4: 6,500 shares; 2026Q1: 7,352 shares 7,352 $2.72M 0.45% +852 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,421 shares; 2025Q1: 11,117 shares; 2025Q2: 11,117 shares; 2025Q3: 12,308 shares; 2025Q4: 12,013 shares; 2026Q1: 12,540 shares 12,540 $2.42M 0.4% +527 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,228 shares; 2025Q1: 15,945 shares; 2025Q2: 16,242 shares; 2025Q3: 15,094 shares; 2025Q4: 14,462 shares; 2026Q1: 14,510 shares 14,510 $2.39M 0.4% +48 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,491 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,344 shares; 2025Q4: 2,251 shares; 2026Q1: 2,336 shares 2,336 $2.33M 0.39% +85 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: 2,113 shares; 2025Q2: 1,951 shares; 2025Q3: 21,313 shares; 2025Q4: 18,820 shares; 2026Q1: 19,182 shares 19,182 $2.17M 0.36% +362 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,426 shares; 2025Q1: 23,683 shares; 2025Q2: 48,806 shares; 2025Q3: 46,319 shares; 2025Q4: 44,503 shares; 2026Q1: 46,076 shares 46,076 $2.14M 0.36% +1,573 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,527 shares; 2025Q4: 2,502 shares; 2026Q1: 2,524 shares 2,524 $2.13M 0.35% +22 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,485 shares; 2025Q1: 7,571 shares; 2025Q2: 7,768 shares; 2025Q3: 7,414 shares; 2025Q4: 6,660 shares; 2026Q1: 6,767 shares 6,767 $2.1M 0.35% +107 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: 1,663 shares; 2025Q1: 2,381 shares; 2025Q2: 2,838 shares; 2025Q3: 2,948 shares; 2025Q4: 9,703 shares; 2026Q1: 18,191 shares 18,191 $2.1M 0.35% +8,488 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,527 shares; 2026Q1: 5,847 shares 5,847 $2.01M 0.33% +320 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 267 shares; 2025Q2: 438 shares; 2025Q3: 660 shares; 2025Q4: 2,205 shares; 2026Q1: 2,144 shares 2,144 $1.97M 0.33% -61 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 25,574 shares; 2025Q2: 41,667 shares; 2025Q3: 42,796 shares; 2025Q4: 35,062 shares; 2026Q1: 38,240 shares 38,240 $1.93M 0.32% +3,178 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,445 shares; 2025Q1: 5,400 shares; 2025Q2: 5,614 shares; 2025Q3: 5,223 shares; 2025Q4: 5,072 shares; 2026Q1: 5,455 shares 5,455 $1.79M 0.3% +383 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: 13,120 shares; 2025Q1: 13,120 shares; 2025Q2: 14,086 shares; 2025Q3: 12,186 shares; 2025Q4: 11,768 shares; 2026Q1: 19,160 shares 19,160 $1.76M 0.29% +7,392 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: 16,352 shares; 2025Q1: 16,352 shares; 2025Q2: 16,352 shares; 2025Q3: 14,205 shares; 2025Q4: 14,300 shares; 2026Q1: 15,172 shares 15,172 $1.76M 0.29% +872 Timeline IEF 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: 3,328 shares; 2025Q1: 15,067 shares; 2025Q2: 20,683 shares; 2025Q3: 19,030 shares; 2025Q4: 18,270 shares; 2026Q1: 18,319 shares 18,319 $1.75M 0.29% +49 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,736 shares; 2026Q1: 18,147 shares 18,147 $1.44M 0.24% +411 Timeline ICSH 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: 18,955 shares; 2025Q1: 9,775 shares; 2025Q2: 11,485 shares; 2025Q3: 20,023 shares; 2025Q4: 22,320 shares; 2026Q1: 28,135 shares 28,135 $1.42M 0.24% +5,815 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,591 shares; 2025Q1: 1,968 shares; 2025Q2: 2,032 shares; 2025Q3: 5,810 shares; 2025Q4: 5,282 shares; 2026Q1: 5,463 shares 5,463 $1.32M 0.22% +181 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,153 shares; 2026Q1: 4,199 shares 4,199 $1.32M 0.22% +46 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: 14,767 shares; 2025Q1: 14,800 shares; 2025Q2: 16,065 shares; 2025Q3: 14,607 shares; 2025Q4: 13,989 shares; 2026Q1: 14,333 shares 14,333 $1.29M 0.21% +344 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,743 shares; 2025Q1: 7,844 shares; 2025Q2: 10,228 shares; 2025Q3: 11,418 shares; 2025Q4: 12,188 shares; 2026Q1: 17,036 shares 17,036 $1.26M 0.21% +4,848 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: not reported; 2025Q1: 14,419 shares; 2025Q2: 14,419 shares; 2025Q3: 14,419 shares; 2025Q4: 14,419 shares; 2026Q1: 14,419 shares 14,419 $1.25M 0.21% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,453 shares; 2025Q1: 8,372 shares; 2025Q2: 6,729 shares; 2025Q3: 6,269 shares; 2025Q4: 6,270 shares; 2026Q1: 5,992 shares 5,992 $1.24M 0.21% -278 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,506 shares; 2025Q4: 31,490 shares; 2026Q1: 47,980 shares 47,980 $1.19M 0.2% +16,490 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,715 shares 6,715 $1.14M 0.19% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,880 shares; 2025Q4: 2,328 shares; 2026Q1: 2,456 shares 2,456 $878K 0.15% +128 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: 2,626 shares; 2025Q1: 11,659 shares; 2025Q2: 16,477 shares; 2025Q3: 14,717 shares; 2025Q4: 14,947 shares; 2026Q1: 7,902 shares 7,902 $817K 0.14% -7,045 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,756 shares; 2025Q1: 18,188 shares; 2025Q2: 36,190 shares; 2025Q3: 38,832 shares; 2025Q4: 14,558 shares; 2026Q1: 8,037 shares 8,037 $745K 0.12% -6,521 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: 5,075 shares; 2025Q1: 5,057 shares; 2025Q2: 4,824 shares; 2025Q3: 4,731 shares; 2025Q4: 4,007 shares; 2026Q1: 3,558 shares 3,558 $705K 0.12% -449 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,156 shares; 2025Q1: 2,014 shares; 2025Q2: 2,365 shares; 2025Q3: 2,893 shares; 2025Q4: 3,110 shares; 2026Q1: 3,840 shares 3,840 $670K 0.11% +730 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 953 shares; 2025Q1: 1,322 shares; 2025Q2: 1,962 shares; 2025Q3: 2,161 shares; 2025Q4: 1,826 shares; 2026Q1: 2,256 shares 2,256 $649K 0.11% +430 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,266 shares; 2025Q1: 26,093 shares; 2025Q2: 5,943 shares; 2025Q3: 19,989 shares; 2025Q4: 43,446 shares; 2026Q1: 20,437 shares 20,437 $633K 0.11% -23,009 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 859 shares; 2025Q1: 1,314 shares; 2025Q2: 1,689 shares; 2025Q3: 2,017 shares; 2025Q4: 1,888 shares; 2026Q1: 1,870 shares 1,870 $632K 0.1% -18 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 284 shares; 2025Q1: 359 shares; 2025Q2: 488 shares; 2025Q3: 639 shares; 2025Q4: 852 shares; 2026Q1: 1,101 shares 1,101 $630K 0.1% +249 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,093 shares 2,093 $630K 0.1% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326 shares 326 $624K 0.1% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,293 shares 9,293 $623K 0.1% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 654 shares; 2025Q2: 983 shares; 2025Q3: 1,449 shares; 2025Q4: 1,601 shares; 2026Q1: 2,051 shares 2,051 $620K 0.1% +450 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,038 shares; 2025Q2: 3,896 shares; 2025Q3: 5,271 shares; 2025Q4: 7,034 shares; 2026Q1: 8,580 shares 8,580 $617K 0.1% +1,546 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: 85 shares; 2025Q1: 108 shares; 2025Q2: 135 shares; 2025Q3: 206 shares; 2025Q4: 285 shares; 2026Q1: 356 shares 356 $616K 0.1% +71 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 1,099 shares; 2025Q2: 1,582 shares; 2025Q3: 2,145 shares; 2025Q4: 2,360 shares; 2026Q1: 2,954 shares 2,954 $615K 0.1% +594 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 303 shares; 2025Q1: 411 shares; 2025Q2: 618 shares; 2025Q3: 833 shares; 2025Q4: 979 shares; 2026Q1: 1,226 shares 1,226 $613K 0.1% +247 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324 shares; 2025Q1: 487 shares; 2025Q2: 682 shares; 2025Q3: 966 shares; 2025Q4: 1,072 shares; 2026Q1: 1,381 shares 1,381 $602K 0.1% +309 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 981 shares; 2025Q3: 914 shares; 2025Q4: 841 shares; 2026Q1: 1,456 shares 1,456 $579K 0.1% +615 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 706,162 shares; 2025Q1: 611,316 shares; 2025Q2: 325,653 shares; 2025Q3: 12,635 shares; 2025Q4: 11,062 shares; 2026Q1: 11,093 shares 11,093 $558K 0.09% +31 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,578 shares 1,578 $533K 0.09% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,704 shares; 2025Q1: 16,266 shares; 2025Q2: 19,013 shares; 2025Q3: 16,179 shares; 2025Q4: 14,000 shares; 2026Q1: 6,135 shares 6,135 $473K 0.08% -7,865 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: 1,711 shares; 2025Q1: 17,562 shares; 2025Q2: 4,165 shares; 2025Q3: 3,426 shares; 2025Q4: 3,686 shares; 2026Q1: 3,993 shares 3,993 $441K 0.07% +307 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: not reported; 2025Q4: not reported; 2026Q1: 22,773 shares 22,773 $394K 0.07% new Timeline AVUV 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: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,314 shares 3,314 $366K 0.06% new Timeline SDCI USCF ETF TR More: the full row for USCF 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: 13,239 shares 13,239 $361K 0.06% new Timeline VT 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: not reported; 2025Q2: not reported; 2025Q3: 9,080 shares; 2025Q4: 2,484 shares; 2026Q1: 1,342 shares 1,342 $186K 0.03% -1,142 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,180 shares; 2025Q1: 23,122 shares; 2025Q2: 21,482 shares; 2025Q3: 20,523 shares; 2025Q4: 17,637 shares; 2026Q1: 778 shares 778 $132K 0.02% -16,859 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 652 shares 652 $50K 0.01% new Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,772 shares; 2025Q1: 1,693 shares; 2025Q2: 1,648 shares; 2025Q3: 1,360 shares; 2025Q4: 1,358 shares; 2026Q1: 1,395 shares 1,395 $47K 0.01% +37 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,453 shares; 2025Q1: 1,877 shares; 2025Q2: 1,884 shares; 2025Q3: 1,467 shares; 2025Q4: 458 shares; 2026Q1: 153 shares 153 $41K 0.01% -305 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 333 shares; 2025Q2: 400 shares; 2025Q3: 456 shares; 2025Q4: 547 shares; 2026Q1: 311 shares 311 $39K 0.01% -236 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 90 shares; 2025Q2: 86 shares; 2025Q3: 69 shares; 2025Q4: 70 shares; 2026Q1: 78 shares 78 $37K 0.01% +8 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS 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: 521 shares; 2026Q1: 545 shares 545 $34K 0.01% +24 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,634 shares; 2025Q1: 3,691 shares; 2025Q2: 5,937 shares; 2025Q3: 5,544 shares; 2025Q4: not reported; 2026Q1: 117 shares 117 $32K 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: 75 shares; 2025Q1: 50 shares; 2025Q2: 47 shares; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 43 shares 43 $32K 0.01% +3 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: 184 shares; 2025Q1: 228 shares; 2025Q2: 382 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 172 shares 172 $31K 0.01% -182 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 517 shares; 2025Q2: 491 shares; 2025Q3: 412 shares; 2025Q4: 409 shares; 2026Q1: 425 shares 425 $31K 0.01% +16 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,055 shares; 2025Q1: 8,853 shares; 2025Q2: 9,558 shares; 2025Q3: 7,825 shares; 2025Q4: 2,037 shares; 2026Q1: 507 shares 507 $28K <0.01% -1,530 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 47 shares; 2025Q4: 47 shares; 2026Q1: 52 shares 52 $28K <0.01% +5 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,127 shares; 2026Q1: 1,152 shares 1,152 $28K <0.01% +25 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184 shares 184 $27K <0.01% new Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 542 shares; 2025Q4: 582 shares; 2026Q1: 596 shares 596 $27K <0.01% +14 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares 77 $26K <0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,331 shares; 2025Q1: 4,858 shares; 2025Q2: 4,561 shares; 2025Q3: 3,511 shares; 2025Q4: 412 shares; 2026Q1: 424 shares 424 $26K <0.01% +12 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: 309 shares; 2025Q1: 331 shares; 2025Q2: 318 shares; 2025Q3: 260 shares; 2025Q4: 262 shares; 2026Q1: 278 shares 278 $26K <0.01% +16 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares 118 $25K <0.01% new Timeline ARCB ARCBEST CORP More: the full row for ARCBEST 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: 251 shares; 2025Q4: 247 shares; 2026Q1: 253 shares 253 $25K <0.01% +6 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 690 shares; 2025Q3: 567 shares; 2025Q4: 553 shares; 2026Q1: 571 shares 571 $24K <0.01% +18 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES 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: 239 shares; 2025Q4: 240 shares; 2026Q1: 246 shares 246 $24K <0.01% +6 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 836 shares; 2025Q1: 982 shares; 2025Q2: 1,118 shares; 2025Q3: 1,117 shares; 2025Q4: 219 shares; 2026Q1: 96 shares 96 $23K <0.01% -123 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 166 shares; 2025Q2: 159 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 139 shares 139 $23K <0.01% +7 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 184 shares; 2025Q2: 177 shares; 2025Q3: 146 shares; 2025Q4: 148 shares; 2026Q1: 161 shares 161 $23K <0.01% +13 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 294 shares; 2025Q1: 323 shares; 2025Q2: 307 shares; 2025Q3: 256 shares; 2025Q4: 252 shares; 2026Q1: 256 shares 256 $23K <0.01% +4 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE 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: 67 shares 67 $22K <0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 620 shares 620 $22K <0.01% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL 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: 789 shares; 2026Q1: 820 shares 820 $22K <0.01% +31 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $21K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: not reported; 2025Q3: 1,058 shares; 2025Q4: 1,056 shares; 2026Q1: 1,090 shares 1,090 $21K <0.01% +34 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: 213 shares; 2025Q1: 200 shares; 2025Q2: 196 shares; 2025Q3: 162 shares; 2025Q4: 161 shares; 2026Q1: 173 shares 173 $21K <0.01% +12 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS 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: 553 shares 553 $21K <0.01% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 223 shares 223 $21K <0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 144 shares; 2025Q2: 139 shares; 2025Q3: 115 shares; 2025Q4: 114 shares; 2026Q1: 122 shares 122 $21K <0.01% +8 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,111 shares 1,111 $21K <0.01% new Timeline NOV NOV INC More: the full row for NOV 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: 1,102 shares 1,102 $21K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 179 shares; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: 185 shares; 2026Q1: 187 shares 187 $20K <0.01% +2 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,360 shares; 2025Q2: 1,310 shares; 2025Q3: 1,072 shares; 2025Q4: 1,069 shares; 2026Q1: 1,100 shares 1,100 $20K <0.01% +31 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH 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: 509 shares 509 $20K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 140 shares 140 $20K <0.01% +3 Timeline VVX V2X INC More: the full row for V2X 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: 329 shares; 2025Q4: 324 shares; 2026Q1: 296 shares 296 $20K <0.01% -28 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: not reported; 2026Q1: 262 shares 262 $20K <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: 117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 47 shares 47 $19K <0.01% +4 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: 61 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 14 shares 14 $19K <0.01% +1 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 69 shares; 2025Q3: 57 shares; 2025Q4: 56 shares; 2026Q1: 61 shares 61 $19K <0.01% +5 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 158 shares 158 $19K <0.01% +7 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 1,928 shares 1,928 $19K <0.01% new Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS 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: 436 shares; 2026Q1: 463 shares 463 $18K <0.01% +27 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $18K <0.01% 0 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS 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: 1,006 shares 1,006 $18K <0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 554 shares 554 $18K <0.01% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 234 shares; 2026Q1: 246 shares 246 $18K <0.01% +12 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,052 shares; 2025Q1: 1,188 shares; 2025Q2: 1,295 shares; 2025Q3: 1,299 shares; 2025Q4: not reported; 2026Q1: 121 shares 121 $17K <0.01% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares 114 $17K <0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 132 shares; 2025Q2: 129 shares; 2025Q3: 107 shares; 2025Q4: 106 shares; 2026Q1: 110 shares 110 $16K <0.01% +4 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 405 shares; 2025Q2: 389 shares; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 348 shares 348 $16K <0.01% -79 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares 147 $15K <0.01% new Timeline FN FABRINET More: the full row for FABRINET 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: 28 shares; 2026Q1: 29 shares 29 $15K <0.01% +1 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: 197 shares; 2026Q1: 214 shares 214 $15K <0.01% +17 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 221 shares 221 $15K <0.01% new Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 361 shares; 2025Q2: 350 shares; 2025Q3: 290 shares; 2025Q4: 291 shares; 2026Q1: 226 shares 226 $14K <0.01% -65 Timeline MKSI MKS INC. More: the full row for MKS 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: 61 shares 61 $14K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 156 shares; 2025Q2: 240 shares; 2025Q3: 214 shares; 2025Q4: 255 shares; 2026Q1: 83 shares 83 $14K <0.01% -172 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: 112 shares; 2025Q1: 120 shares; 2025Q2: 115 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 101 shares 101 $14K <0.01% +6 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439 shares; 2025Q1: 460 shares; 2025Q2: 454 shares; 2025Q3: 377 shares; 2025Q4: 371 shares; 2026Q1: 393 shares 393 $14K <0.01% +22 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 551 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319 shares 319 $14K <0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 451 shares; 2025Q2: 619 shares; 2025Q3: 719 shares; 2025Q4: 957 shares; 2026Q1: 259 shares 259 $13K <0.01% -698 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 41 shares; 2025Q4: 40 shares; 2026Q1: 42 shares 42 $13K <0.01% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares 33 $13K <0.01% new Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS 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: 532 shares; 2025Q4: 530 shares; 2026Q1: 502 shares 502 $13K <0.01% -28 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,227 shares; 2025Q2: 1,177 shares; 2025Q3: 977 shares; 2025Q4: not reported; 2026Q1: 439 shares 439 $13K <0.01% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 163 shares; 2026Q1: 172 shares 172 $12K <0.01% +9 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares 52 $12K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: not reported; 2025Q4: not reported; 2026Q1: 49 shares 49 $12K <0.01% new Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares 371 $12K <0.01% new Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE 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: 235 shares; 2025Q4: 234 shares; 2026Q1: 180 shares 180 $12K <0.01% -54 Timeline ADNT ADIENT PLC More: the full row for ADIENT 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: 749 shares; 2025Q4: 746 shares; 2026Q1: 600 shares 600 $12K <0.01% -146 Timeline FIGS FIGS INC More: the full row for FIGS 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: 830 shares 830 $12K <0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16 $11K <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: 57 shares; 2025Q1: 61 shares; 2025Q2: 59 shares; 2025Q3: 48 shares; 2025Q4: 49 shares; 2026Q1: 53 shares 53 $11K <0.01% +4 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS 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: 294 shares; 2026Q1: 317 shares 317 $11K <0.01% +23 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 446 shares; 2026Q1: 466 shares 466 $11K <0.01% +20 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares 346 $10K <0.01% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 157 shares; 2026Q1: 135 shares 135 $10K <0.01% -22 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104 shares 104 $10K <0.01% new Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: 247 shares 247 $10K <0.01% +30 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 63 shares; 2025Q4: 62 shares; 2026Q1: 48 shares 48 $9K <0.01% -14 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,343 shares; 2025Q1: 14,600 shares; 2025Q2: 20,945 shares; 2025Q3: 19,648 shares; 2025Q4: 4,555 shares; 2026Q1: 656 shares 656 $8K <0.01% -3,899 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282 shares; 2025Q1: 305 shares; 2025Q2: 292 shares; 2025Q3: 242 shares; 2025Q4: 238 shares; 2026Q1: 212 shares 212 $8K <0.01% -26 Timeline STNE STONECO LTD More: the full row for STONECO 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: not reported; 2025Q4: 719 shares; 2026Q1: 536 shares 536 $8K <0.01% -183 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN 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: 201 shares; 2026Q1: 100 shares 100 $6K <0.01% -101 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: not reported; 2025Q4: 181 shares; 2026Q1: 131 shares 131 $6K <0.01% -50 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $2K <0.01% new Timeline