DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,469 shares; 2024Q4: 132,916 shares; 2025Q1: 201,230 shares; 2025Q2: 211,099 shares; 2025Q3: 260,336 shares; 2025Q4: 298,276 shares; 2026Q1: 327,954 shares 327,954 $16.2M 3.87% +29,678 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,565 shares; 2024Q4: 120,916 shares; 2025Q1: 124,093 shares; 2025Q2: 143,269 shares; 2025Q3: 182,977 shares; 2025Q4: 199,537 shares; 2026Q1: 183,725 shares 183,725 $14.1M 3.36% -15,812 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: 53,180 shares; 2024Q4: 62,119 shares; 2025Q1: 79,504 shares; 2025Q2: 76,185 shares; 2025Q3: 76,406 shares; 2025Q4: 72,366 shares; 2026Q1: 69,086 shares 69,086 $12M 2.88% -3,280 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,192 shares; 2024Q4: 45,841 shares; 2025Q1: 53,312 shares; 2025Q2: 53,683 shares; 2025Q3: 54,534 shares; 2025Q4: 55,277 shares; 2026Q1: 56,667 shares 56,667 $11.8M 2.82% +1,390 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: 19,613 shares; 2024Q4: 20,088 shares; 2025Q1: 25,922 shares; 2025Q2: 25,679 shares; 2025Q3: 26,033 shares; 2025Q4: 26,365 shares; 2026Q1: 28,578 shares 28,578 $10.6M 2.53% +2,213 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,131 shares; 2024Q4: 44,709 shares; 2025Q1: 45,947 shares; 2025Q2: 47,198 shares; 2025Q3: 48,533 shares; 2025Q4: 38,937 shares; 2026Q1: 36,118 shares 36,118 $10.4M 2.47% -2,819 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: 34,767 shares; 2024Q4: 34,955 shares; 2025Q1: 37,155 shares; 2025Q2: 40,278 shares; 2025Q3: 41,279 shares; 2025Q4: 41,181 shares; 2026Q1: 40,005 shares 40,005 $10.2M 2.42% -1,176 Timeline XFIV 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: 51,634 shares; 2024Q4: 59,684 shares; 2025Q1: 113,940 shares; 2025Q2: 119,781 shares; 2025Q3: 125,198 shares; 2025Q4: 143,475 shares; 2026Q1: 159,485 shares 159,485 $7.84M 1.87% +16,010 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: 7,420 shares; 2024Q4: 10,761 shares; 2025Q1: 11,663 shares; 2025Q2: 12,196 shares; 2025Q3: 12,609 shares; 2025Q4: 13,428 shares; 2026Q1: 13,146 shares 13,146 $7.52M 1.8% -282 Timeline BBBS 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: 72,917 shares; 2024Q4: 108,802 shares; 2025Q1: 85,244 shares; 2025Q2: 88,565 shares; 2025Q3: 92,387 shares; 2025Q4: 106,237 shares; 2026Q1: 118,316 shares 118,316 $6.05M 1.44% +12,079 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: 25,259 shares; 2024Q4: 25,308 shares; 2025Q1: 26,358 shares; 2025Q2: 29,431 shares; 2025Q3: 29,991 shares; 2025Q4: 30,736 shares; 2026Q1: 27,399 shares 27,399 $5.67M 1.35% -3,337 Timeline XSVN 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: 42,736 shares; 2024Q4: 30,811 shares; 2025Q1: 82,066 shares; 2025Q2: 86,109 shares; 2025Q3: 89,456 shares; 2025Q4: 102,596 shares; 2026Q1: 114,439 shares 114,439 $5.46M 1.3% +11,843 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: not reported; 2024Q4: not reported; 2025Q1: 1,157 shares; 2025Q2: 12,879 shares; 2025Q3: 34,982 shares; 2025Q4: 46,968 shares; 2026Q1: 47,882 shares 47,882 $5.32M 1.27% +914 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: 1,442 shares; 2024Q4: 17,460 shares; 2025Q1: 17,555 shares; 2025Q2: 20,434 shares; 2025Q3: 20,119 shares; 2025Q4: 17,027 shares; 2026Q1: 16,863 shares 16,863 $5.22M 1.25% -164 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: 8,350 shares; 2024Q4: 7,488 shares; 2025Q1: 7,942 shares; 2025Q2: 7,131 shares; 2025Q3: 6,907 shares; 2025Q4: 6,366 shares; 2026Q1: 6,094 shares 6,094 $5.16M 1.23% -272 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: 18,369 shares; 2024Q4: 16,451 shares; 2025Q1: 17,190 shares; 2025Q2: 17,442 shares; 2025Q3: 17,338 shares; 2025Q4: 16,918 shares; 2026Q1: 16,915 shares 16,915 $4.98M 1.19% -3 Timeline XTRE 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: 30,983 shares; 2024Q4: 89,265 shares; 2025Q1: 71,213 shares; 2025Q2: 73,716 shares; 2025Q3: 76,389 shares; 2025Q4: 88,215 shares; 2026Q1: 98,201 shares 98,201 $4.86M 1.16% +9,986 Timeline JAAA 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: 42,839 shares; 2024Q4: 58,950 shares; 2025Q1: 70,506 shares; 2025Q2: 73,059 shares; 2025Q3: 77,047 shares; 2025Q4: 87,656 shares; 2026Q1: 96,493 shares 96,493 $4.86M 1.16% +8,837 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: 33,861 shares; 2024Q4: 31,280 shares; 2025Q1: 31,719 shares; 2025Q2: 31,443 shares; 2025Q3: 31,351 shares; 2025Q4: 29,231 shares; 2026Q1: 29,166 shares 29,166 $4.8M 1.15% -65 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,771 shares; 2025Q2: 71,967 shares; 2025Q3: 74,454 shares; 2025Q4: 84,976 shares; 2026Q1: 93,481 shares 93,481 $4.75M 1.13% +8,505 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,990 shares; 2024Q4: 19,084 shares; 2025Q1: 28,585 shares; 2025Q2: 27,488 shares; 2025Q3: 28,101 shares; 2025Q4: 39,674 shares; 2026Q1: 36,570 shares 36,570 $4.43M 1.06% -3,104 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: 42,901 shares; 2024Q4: 41,513 shares; 2025Q1: 40,618 shares; 2025Q2: 40,172 shares; 2025Q3: 41,301 shares; 2025Q4: 37,370 shares; 2026Q1: 34,340 shares 34,340 $4.27M 1.02% -3,030 Timeline XTEN 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: not reported; 2024Q4: not reported; 2025Q1: 46,660 shares; 2025Q2: 49,706 shares; 2025Q3: 72,781 shares; 2025Q4: 83,920 shares; 2026Q1: 92,841 shares 92,841 $4.26M 1.02% +8,921 Timeline PCMM 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: not reported; 2024Q4: not reported; 2025Q1: 59,456 shares; 2025Q2: 62,844 shares; 2025Q3: 66,145 shares; 2025Q4: 76,360 shares; 2026Q1: 85,529 shares 85,529 $4.21M 1% +9,169 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: 30,898 shares; 2024Q4: 40,217 shares; 2025Q1: 55,865 shares; 2025Q2: 61,353 shares; 2025Q3: 69,696 shares; 2025Q4: 76,755 shares; 2026Q1: 80,086 shares 80,086 $3.99M 0.95% +3,331 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: 39,670 shares; 2024Q4: 42,159 shares; 2025Q1: 46,865 shares; 2025Q2: 46,406 shares; 2025Q3: 46,700 shares; 2025Q4: 46,001 shares; 2026Q1: 45,928 shares 45,928 $3.98M 0.95% -73 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,253 shares; 2025Q2: 22,382 shares; 2025Q3: 40,693 shares; 2025Q4: 44,137 shares; 2026Q1: 44,940 shares 44,940 $3.97M 0.95% +803 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,929 shares; 2024Q4: 134,210 shares; 2025Q1: 209,079 shares; 2025Q2: 223,245 shares; 2025Q3: 254,307 shares; 2025Q4: 298,252 shares; 2026Q1: 329,674 shares 329,674 $3.84M 0.92% +31,422 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: 9,688 shares; 2024Q4: 9,032 shares; 2025Q1: 10,403 shares; 2025Q2: 11,870 shares; 2025Q3: 13,176 shares; 2025Q4: 12,909 shares; 2026Q1: 13,943 shares 13,943 $3.77M 0.9% +1,034 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 22,617 shares; 2025Q1: 22,422 shares; 2025Q2: 24,594 shares; 2025Q3: 27,257 shares; 2025Q4: 29,401 shares; 2026Q1: 31,221 shares 31,221 $3.77M 0.9% +1,820 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: 8,698 shares; 2024Q4: 11,113 shares; 2025Q1: 14,073 shares; 2025Q2: 13,407 shares; 2025Q3: 13,699 shares; 2025Q4: 11,977 shares; 2026Q1: 12,216 shares 12,216 $3.69M 0.88% +239 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 2,206 shares; 2025Q3: 3,339 shares; 2025Q4: 3,377 shares; 2026Q1: 5,650 shares 5,650 $3.69M 0.88% +2,273 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,972 shares; 2024Q4: 6,698 shares; 2025Q1: 7,116 shares; 2025Q2: 7,895 shares; 2025Q3: 8,098 shares; 2025Q4: 7,752 shares; 2026Q1: 7,528 shares 7,528 $3.61M 0.86% -224 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: 41,128 shares; 2024Q4: 41,209 shares; 2025Q1: 46,373 shares; 2025Q2: 47,221 shares; 2025Q3: 47,856 shares; 2025Q4: 49,343 shares; 2026Q1: 46,745 shares 46,745 $3.55M 0.85% -2,598 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,531 shares; 2024Q4: 19,620 shares; 2025Q1: 43,130 shares; 2025Q2: 47,226 shares; 2025Q3: 52,882 shares; 2025Q4: 56,365 shares; 2026Q1: 57,330 shares 57,330 $3.55M 0.85% +965 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,223 shares; 2025Q1: 7,051 shares; 2025Q2: 7,543 shares; 2025Q3: 9,794 shares; 2025Q4: 10,386 shares; 2026Q1: 9,434 shares 9,434 $3.37M 0.81% -952 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: 10,681 shares; 2024Q4: 11,168 shares; 2025Q1: 11,115 shares; 2025Q2: 11,116 shares; 2025Q3: 11,213 shares; 2025Q4: 10,852 shares; 2026Q1: 10,703 shares 10,703 $3.33M 0.79% -149 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,746 shares; 2025Q2: 22,907 shares; 2025Q3: 27,157 shares; 2025Q4: 30,444 shares; 2026Q1: 30,338 shares 30,338 $3.26M 0.78% -106 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,414 shares; 2025Q1: 2,604 shares; 2025Q2: 2,506 shares; 2025Q3: 2,657 shares; 2025Q4: 31,342 shares; 2026Q1: 33,493 shares 33,493 $3.22M 0.77% +2,151 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: 24,350 shares; 2024Q4: 24,736 shares; 2025Q1: 24,970 shares; 2025Q2: 26,100 shares; 2025Q3: 26,536 shares; 2025Q4: 29,624 shares; 2026Q1: 31,285 shares 31,285 $3.21M 0.77% +1,661 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: 23,155 shares; 2024Q4: 21,856 shares; 2025Q1: 20,451 shares; 2025Q2: 20,394 shares; 2025Q3: 20,954 shares; 2025Q4: 14,367 shares; 2026Q1: 13,036 shares 13,036 $3.19M 0.76% -1,331 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: not reported; 2024Q4: not reported; 2025Q1: 40,974 shares; 2025Q2: 38,700 shares; 2025Q3: 40,334 shares; 2025Q4: 37,971 shares; 2026Q1: 36,841 shares 36,841 $3.13M 0.75% -1,130 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,569 shares; 2025Q2: 24,809 shares; 2025Q3: 25,494 shares; 2025Q4: 16,981 shares; 2026Q1: 14,519 shares 14,519 $3.1M 0.74% -2,462 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,094 shares; 2025Q2: 34,781 shares; 2025Q3: 40,523 shares; 2025Q4: 44,621 shares; 2026Q1: 44,736 shares 44,736 $3.08M 0.74% +115 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: 123,246 shares; 2024Q4: 120,550 shares; 2025Q1: 79,549 shares; 2025Q2: 76,195 shares; 2025Q3: 74,152 shares; 2025Q4: 69,162 shares; 2026Q1: 67,188 shares 67,188 $3.07M 0.73% -1,974 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,616 shares; 2024Q4: 21,982 shares; 2025Q1: 27,841 shares; 2025Q2: 24,245 shares; 2025Q3: 24,580 shares; 2025Q4: 25,659 shares; 2026Q1: 22,878 shares 22,878 $3.02M 0.72% -2,781 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 9,968 shares; 2025Q1: 11,659 shares; 2025Q2: 13,926 shares; 2025Q3: 13,991 shares; 2025Q4: 13,754 shares; 2026Q1: 12,415 shares 12,415 $2.93M 0.7% -1,339 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,668 shares; 2024Q4: 6,663 shares; 2025Q1: 14,588 shares; 2025Q2: 15,379 shares; 2025Q3: 16,452 shares; 2025Q4: 16,976 shares; 2026Q1: 17,917 shares 17,917 $2.87M 0.69% +941 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,462 shares; 2024Q4: 60,541 shares; 2025Q1: 63,967 shares; 2025Q2: 59,328 shares; 2025Q3: 59,316 shares; 2025Q4: 56,646 shares; 2026Q1: 57,980 shares 57,980 $2.83M 0.67% +1,334 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: 19,951 shares; 2024Q4: 19,164 shares; 2025Q1: 20,892 shares; 2025Q2: 17,458 shares; 2025Q3: 17,706 shares; 2025Q4: 19,485 shares; 2026Q1: 18,743 shares 18,743 $2.71M 0.65% -742 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,179 shares; 2025Q2: 29,093 shares; 2025Q3: 29,589 shares; 2025Q4: 21,318 shares; 2026Q1: 20,371 shares 20,371 $2.57M 0.61% -947 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 5,954 shares; 2025Q1: 7,415 shares; 2025Q2: 6,831 shares; 2025Q3: 6,971 shares; 2025Q4: 5,337 shares; 2026Q1: 4,626 shares 4,626 $2.54M 0.61% -711 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,563 shares; 2024Q4: 31,970 shares; 2025Q1: 31,549 shares; 2025Q2: 33,397 shares; 2025Q3: 26,928 shares; 2025Q4: 30,487 shares; 2026Q1: 28,213 shares 28,213 $2.53M 0.6% -2,274 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,793 shares; 2024Q4: 18,268 shares; 2025Q1: 35,894 shares; 2025Q2: 34,227 shares; 2025Q3: 34,172 shares; 2025Q4: 32,270 shares; 2026Q1: 31,195 shares 31,195 $2.51M 0.6% -1,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,537 shares; 2025Q4: 88,161 shares; 2026Q1: 98,120 shares 98,120 $2.48M 0.59% +9,959 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 3,020 shares; 2025Q1: 4,156 shares; 2025Q2: 4,109 shares; 2025Q3: 4,048 shares; 2025Q4: 3,654 shares; 2026Q1: 3,359 shares 3,359 $2.45M 0.58% -295 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: 18,335 shares; 2024Q4: 11,631 shares; 2025Q1: 16,919 shares; 2025Q2: 17,570 shares; 2025Q3: 20,479 shares; 2025Q4: 25,064 shares; 2026Q1: 26,218 shares 26,218 $2.4M 0.57% +1,154 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,451 shares; 2025Q2: 64,709 shares; 2025Q3: 63,808 shares; 2025Q4: 60,439 shares; 2026Q1: 59,493 shares 59,493 $2.32M 0.55% -946 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: 6,475 shares; 2024Q4: 6,833 shares; 2025Q1: 7,725 shares; 2025Q2: 8,512 shares; 2025Q3: 8,687 shares; 2025Q4: 9,414 shares; 2026Q1: 8,550 shares 8,550 $2.27M 0.54% -864 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,057 shares; 2025Q4: 4,125 shares; 2026Q1: 3,834 shares 3,834 $2.26M 0.54% -291 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,677 shares; 2025Q2: 46,975 shares; 2025Q3: 46,594 shares; 2025Q4: 42,798 shares; 2026Q1: 35,929 shares 35,929 $2.19M 0.52% -6,869 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 7,306 shares; 2025Q1: 9,475 shares; 2025Q2: 11,787 shares; 2025Q3: 12,173 shares; 2025Q4: 13,633 shares; 2026Q1: 13,474 shares 13,474 $2.19M 0.52% -159 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: 25,312 shares; 2024Q4: 24,294 shares; 2025Q1: 39,813 shares; 2025Q2: 39,278 shares; 2025Q3: 41,953 shares; 2025Q4: 45,133 shares; 2026Q1: 46,942 shares 46,942 $2.12M 0.51% +1,809 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: 25,937 shares; 2024Q4: 22,773 shares; 2025Q1: 16,110 shares; 2025Q2: 15,605 shares; 2025Q3: 15,826 shares; 2025Q4: 14,589 shares; 2026Q1: 22,758 shares 22,758 $2.11M 0.5% +8,169 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,069 shares; 2024Q4: 29,412 shares; 2025Q1: 35,207 shares; 2025Q2: 37,823 shares; 2025Q3: 38,523 shares; 2025Q4: 23,857 shares; 2026Q1: 22,651 shares 22,651 $2.1M 0.5% -1,206 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: 17,535 shares; 2024Q4: 21,119 shares; 2025Q1: 28,376 shares; 2025Q2: 27,470 shares; 2025Q3: 29,864 shares; 2025Q4: 33,975 shares; 2026Q1: 33,220 shares 33,220 $2.09M 0.5% -755 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,276 shares; 2025Q1: 2,283 shares; 2025Q2: 2,250 shares; 2025Q3: 2,328 shares; 2025Q4: 2,353 shares; 2026Q1: 2,043 shares 2,043 $2.04M 0.49% -310 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: 44,180 shares; 2024Q4: 38,356 shares; 2025Q1: 37,213 shares; 2025Q2: 32,774 shares; 2025Q3: 34,797 shares; 2025Q4: 37,285 shares; 2026Q1: 44,913 shares 44,913 $2.03M 0.49% +7,628 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: 15,358 shares; 2025Q4: 19,454 shares; 2026Q1: 18,976 shares 18,976 $2.01M 0.48% -478 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,882 shares; 2025Q1: 2,085 shares; 2025Q2: 2,536 shares; 2025Q3: 2,548 shares; 2025Q4: 2,390 shares; 2026Q1: 2,048 shares 2,048 $2.01M 0.48% -342 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,134 shares; 2025Q1: 2,624 shares; 2025Q2: 2,447 shares; 2025Q3: 2,624 shares; 2025Q4: 15,365 shares; 2026Q1: 19,114 shares 19,114 $2M 0.48% +3,749 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: 10,348 shares; 2024Q4: 18,044 shares; 2025Q1: 21,231 shares; 2025Q2: 21,370 shares; 2025Q3: 17,391 shares; 2025Q4: 16,136 shares; 2026Q1: 15,046 shares 15,046 $1.97M 0.47% -1,090 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,486 shares; 2026Q1: 12,134 shares 12,134 $1.94M 0.46% -352 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: 12,054 shares; 2024Q4: 12,302 shares; 2025Q1: 11,057 shares; 2025Q2: 11,153 shares; 2025Q3: 12,531 shares; 2025Q4: 11,782 shares; 2026Q1: 11,149 shares 11,149 $1.89M 0.45% -633 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,109 shares; 2025Q2: 24,680 shares; 2025Q3: 13,489 shares; 2025Q4: 13,483 shares; 2026Q1: 15,889 shares 15,889 $1.86M 0.44% +2,406 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,246 shares; 2025Q1: 57,007 shares; 2025Q2: 62,076 shares; 2025Q3: 73,424 shares; 2025Q4: 87,277 shares; 2026Q1: 96,343 shares 96,343 $1.85M 0.44% +9,066 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,903 shares; 2025Q3: 4,046 shares; 2025Q4: 4,085 shares; 2026Q1: 3,861 shares 3,861 $1.72M 0.41% -224 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: 24 shares; 2024Q4: 1,224 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 4,051 shares; 2025Q4: 3,765 shares; 2026Q1: 4,700 shares 4,700 $1.69M 0.4% +935 Timeline QQQM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,566 shares; 2025Q4: 7,197 shares; 2026Q1: 7,097 shares 7,097 $1.69M 0.4% -100 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,144 shares; 2024Q4: 22,494 shares; 2025Q1: 22,150 shares; 2025Q2: 21,751 shares; 2025Q3: 23,086 shares; 2025Q4: 23,459 shares; 2026Q1: 26,482 shares 26,482 $1.66M 0.4% +3,023 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 4,321 shares; 2026Q1: 5,731 shares 5,731 $1.65M 0.39% +1,410 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,392 shares; 2026Q1: 3,503 shares 3,503 $1.61M 0.39% +111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,121 shares; 2026Q1: 9,539 shares 9,539 $1.61M 0.39% -582 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,820 shares; 2026Q1: 1,713 shares 1,713 $1.58M 0.38% -107 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,287 shares; 2025Q2: 4,260 shares; 2025Q3: 4,206 shares; 2025Q4: 3,878 shares; 2026Q1: 3,955 shares 3,955 $1.57M 0.37% +77 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,470 shares; 2025Q3: 19,035 shares; 2025Q4: 75,771 shares; 2026Q1: 77,962 shares 77,962 $1.56M 0.37% +2,191 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,726 shares; 2026Q1: 19,400 shares 19,400 $1.56M 0.37% -1,326 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: 45,335 shares; 2024Q4: 55,458 shares; 2025Q1: 54,924 shares; 2025Q2: 56,001 shares; 2025Q3: 56,972 shares; 2025Q4: 46,939 shares; 2026Q1: 41,073 shares 41,073 $1.54M 0.37% -5,866 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,969 shares; 2025Q4: 52,441 shares; 2026Q1: 51,660 shares 51,660 $1.45M 0.35% -781 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,689 shares; 2025Q3: 5,817 shares; 2025Q4: 6,487 shares; 2026Q1: 6,815 shares 6,815 $1.43M 0.34% +328 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 3,919 shares; 2025Q4: 13,186 shares; 2026Q1: 12,330 shares 12,330 $1.4M 0.33% -856 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,621 shares; 2025Q3: 4,643 shares; 2025Q4: 20,048 shares; 2026Q1: 19,055 shares 19,055 $1.39M 0.33% -993 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,028 shares 7,028 $1.39M 0.33% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 263 shares; 2025Q3: 264 shares; 2025Q4: 1,021 shares; 2026Q1: 1,047 shares 1,047 $1.38M 0.33% +26 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 290 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,222 shares; 2026Q1: 9,286 shares 9,286 $1.34M 0.32% +64 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,432 shares; 2025Q4: 28,482 shares; 2026Q1: 25,216 shares 25,216 $1.29M 0.31% -3,266 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,669 shares; 2024Q4: 35,969 shares; 2025Q1: 33,410 shares; 2025Q2: 30,289 shares; 2025Q3: 27,851 shares; 2025Q4: 28,972 shares; 2026Q1: 25,658 shares 25,658 $1.29M 0.31% -3,314 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: 1,431 shares; 2025Q4: 5,147 shares; 2026Q1: 4,756 shares 4,756 $1.24M 0.3% -391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 1,099 shares; 2025Q4: 3,531 shares; 2026Q1: 3,238 shares 3,238 $1.23M 0.29% -293 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,431 shares; 2025Q4: 36,302 shares; 2026Q1: 35,850 shares 35,850 $1.2M 0.29% -452 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: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,179 shares; 2025Q4: 24,470 shares; 2026Q1: 24,164 shares 24,164 $1.19M 0.28% -306 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: 2,754 shares; 2025Q4: 9,182 shares; 2026Q1: 9,562 shares 9,562 $1.17M 0.28% +380 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: not reported; 2025Q3: 17,943 shares; 2025Q4: 17,339 shares; 2026Q1: 17,567 shares 17,567 $1.16M 0.28% +228 Timeline SPYI 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: 8,209 shares; 2024Q4: 168,173 shares; 2025Q1: 112,686 shares; 2025Q2: 113,215 shares; 2025Q3: 118,511 shares; 2025Q4: 113,435 shares; 2026Q1: 23,394 shares 23,394 $1.15M 0.28% -90,041 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 2,784 shares; 2025Q1: 3,247 shares; 2025Q2: 3,289 shares; 2025Q3: 3,317 shares; 2025Q4: 3,316 shares; 2026Q1: 3,231 shares 3,231 $1.14M 0.27% -85 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: 12,429 shares; 2024Q4: 9,170 shares; 2025Q1: 8,198 shares; 2025Q2: 8,104 shares; 2025Q3: 7,164 shares; 2025Q4: 5,804 shares; 2026Q1: 5,850 shares 5,850 $1.13M 0.27% +46 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,392 shares; 2025Q4: 8,196 shares; 2026Q1: 8,505 shares 8,505 $1.11M 0.27% +309 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 4,473 shares; 2025Q3: 5,096 shares; 2025Q4: 4,969 shares; 2026Q1: 5,238 shares 5,238 $1.09M 0.26% +269 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: 6,705 shares; 2024Q4: 5,010 shares; 2025Q1: 5,211 shares; 2025Q2: 5,202 shares; 2025Q3: 5,048 shares; 2025Q4: 4,809 shares; 2026Q1: 4,973 shares 4,973 $1.08M 0.26% +164 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 4,654 shares; 2025Q3: 12,939 shares; 2025Q4: 17,550 shares; 2026Q1: 17,994 shares 17,994 $1.07M 0.25% +444 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,557 shares; 2026Q1: 16,116 shares 16,116 $1.05M 0.25% +559 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,705 shares; 2025Q4: 5,532 shares; 2026Q1: 5,324 shares 5,324 $1.03M 0.25% -208 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,417 shares; 2025Q4: 20,208 shares; 2026Q1: 19,658 shares 19,658 $1.02M 0.24% -550 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,921 shares; 2026Q1: 12,959 shares 12,959 $1.01M 0.24% +38 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,272 shares; 2025Q3: 6,079 shares; 2025Q4: 24,150 shares; 2026Q1: 24,225 shares 24,225 $1000K 0.24% +75 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,453 shares; 2026Q1: 9,717 shares 9,717 $956K 0.23% -736 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,447 shares; 2026Q1: 42,264 shares 42,264 $951K 0.23% +3,817 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,725 shares; 2024Q4: 7,227 shares; 2025Q1: 9,562 shares; 2025Q2: 3,041 shares; 2025Q3: 2,971 shares; 2025Q4: 20,006 shares; 2026Q1: 20,372 shares 20,372 $946K 0.23% +366 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 12,119 shares; 2025Q4: 8,894 shares; 2026Q1: 9,554 shares 9,554 $933K 0.22% +660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,514 shares; 2025Q4: 9,228 shares; 2026Q1: 9,548 shares 9,548 $921K 0.22% +320 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,474 shares; 2025Q4: 10,785 shares; 2026Q1: 11,468 shares 11,468 $913K 0.22% +683 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: 3,985 shares; 2024Q4: 3,089 shares; 2025Q1: 3,026 shares; 2025Q2: 2,447 shares; 2025Q3: 2,754 shares; 2025Q4: 2,647 shares; 2026Q1: 2,725 shares 2,725 $896K 0.21% +78 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares; 2026Q1: 598 shares 598 $881K 0.21% -149 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 1,496 shares; 2025Q4: 1,753 shares; 2026Q1: 1,508 shares 1,508 $870K 0.21% -245 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,175 shares; 2024Q4: 15,289 shares; 2025Q1: 25,470 shares; 2025Q2: 25,461 shares; 2025Q3: 26,800 shares; 2025Q4: 27,898 shares; 2026Q1: 28,707 shares 28,707 $823K 0.2% +809 Timeline PRFD 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: 9,131 shares; 2024Q4: 10,037 shares; 2025Q1: 16,671 shares; 2025Q2: 15,610 shares; 2025Q3: 15,993 shares; 2025Q4: 15,868 shares; 2026Q1: 16,225 shares 16,225 $822K 0.2% +357 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,335 shares; 2026Q1: 6,371 shares 6,371 $820K 0.2% +1,036 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 2,980 shares; 2026Q1: 3,366 shares 3,366 $816K 0.19% +386 Timeline IGIB 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: 72,316 shares; 2024Q4: 58,517 shares; 2025Q1: 9,684 shares; 2025Q2: 9,138 shares; 2025Q3: 14,721 shares; 2025Q4: 14,771 shares; 2026Q1: 15,102 shares 15,102 $804K 0.19% +331 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,729 shares; 2025Q2: 25,288 shares; 2025Q3: 24,753 shares; 2025Q4: 22,719 shares; 2026Q1: 21,067 shares 21,067 $792K 0.19% -1,652 Timeline SMOT 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: 49,549 shares; 2024Q4: 48,123 shares; 2025Q1: 41,658 shares; 2025Q2: 39,836 shares; 2025Q3: 24,598 shares; 2025Q4: 22,703 shares; 2026Q1: 22,213 shares 22,213 $782K 0.19% -490 Timeline FTSM 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: 11,660 shares; 2024Q4: 11,397 shares; 2025Q1: 8,196 shares; 2025Q2: 8,139 shares; 2025Q3: 10,861 shares; 2025Q4: 11,768 shares; 2026Q1: 12,486 shares 12,486 $746K 0.18% +718 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233 shares; 2025Q2: not reported; 2025Q3: 11,704 shares; 2025Q4: 14,875 shares; 2026Q1: 14,641 shares 14,641 $746K 0.18% -234 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,437 shares; 2026Q1: 10,884 shares 10,884 $734K 0.18% +447 Timeline SPAB 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: 25,936 shares; 2024Q4: 24,969 shares; 2025Q1: 27,881 shares; 2025Q2: 30,218 shares; 2025Q3: 31,090 shares; 2025Q4: 25,724 shares; 2026Q1: 27,763 shares 27,763 $711K 0.17% +2,039 Timeline TOLZ 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: not reported; 2024Q4: not reported; 2025Q1: 12,531 shares; 2025Q2: 11,864 shares; 2025Q3: 12,830 shares; 2025Q4: 11,897 shares; 2026Q1: 11,258 shares 11,258 $675K 0.16% -639 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 1,087 shares; 2025Q1: 1,534 shares; 2025Q2: 1,540 shares; 2025Q3: 1,900 shares; 2025Q4: 2,604 shares; 2026Q1: 2,643 shares 2,643 $604K 0.14% +39 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,952 shares; 2025Q2: not reported; 2025Q3: 2,162 shares; 2025Q4: 3,255 shares; 2026Q1: 5,425 shares 5,425 $596K 0.14% +2,170 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: 939 shares; 2024Q4: 327 shares; 2025Q1: 410 shares; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 686 shares; 2026Q1: 1,134 shares 1,134 $593K 0.14% +448 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 3,759 shares; 2025Q4: 4,769 shares; 2026Q1: 4,762 shares 4,762 $554K 0.13% -7 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,547 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,928 shares; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares 2,776 $553K 0.13% 0 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: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,820 shares; 2025Q2: not reported; 2025Q3: 3,557 shares; 2025Q4: 5,306 shares; 2026Q1: 5,462 shares 5,462 $517K 0.12% +156 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: 1,590 shares; 2024Q4: 516 shares; 2025Q1: 594 shares; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 1,009 shares; 2026Q1: 1,646 shares 1,646 $495K 0.12% +637 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: 8,087 shares; 2024Q4: 7,643 shares; 2025Q1: 7,422 shares; 2025Q2: 7,221 shares; 2025Q3: 7,832 shares; 2025Q4: 8,851 shares; 2026Q1: 9,401 shares 9,401 $468K 0.11% +550 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: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,335 shares; 2026Q1: 1,875 shares 1,875 $467K 0.11% +540 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,885 shares 10,885 $459K 0.11% 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: not reported; 2024Q4: 6,840 shares; 2025Q1: 6,840 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares 6,840 $451K 0.11% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 10,926 shares; 2025Q2: 10,677 shares; 2025Q3: 13,450 shares; 2025Q4: 15,570 shares; 2026Q1: 16,459 shares 16,459 $433K 0.1% +889 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 325 shares; 2025Q1: 382 shares; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 1,110 shares; 2026Q1: 1,206 shares 1,206 $424K 0.1% +96 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: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,637 shares; 2025Q4: 20,637 shares; 2026Q1: 20,637 shares 20,637 $398K 0.1% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 1,331 shares; 2025Q1: 144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,808 shares 5,808 $384K 0.09% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 2,136 shares; 2025Q1: 2,289 shares; 2025Q2: not reported; 2025Q3: 2,473 shares; 2025Q4: 4,040 shares; 2026Q1: 4,584 shares 4,584 $375K 0.09% +544 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 476 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: 4,638 shares; 2025Q4: 4,682 shares; 2026Q1: 5,366 shares 5,366 $362K 0.09% +684 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: not reported; 2024Q4: 36,080 shares; 2025Q1: 12,945 shares; 2025Q2: 12,179 shares; 2025Q3: 5,408 shares; 2025Q4: 6,661 shares; 2026Q1: 6,881 shares 6,881 $362K 0.09% +220 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,848 shares 3,848 $358K 0.09% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 1,721 shares; 2025Q1: 1,988 shares; 2025Q2: not reported; 2025Q3: 2,404 shares; 2025Q4: 3,681 shares; 2026Q1: 4,247 shares 4,247 $355K 0.08% +566 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,997 shares; 2025Q3: 10,424 shares; 2025Q4: 9,545 shares; 2026Q1: 9,243 shares 9,243 $346K 0.08% -302 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $346K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,454 shares; 2025Q2: 10,268 shares; 2025Q3: 9,755 shares; 2025Q4: 11,103 shares; 2026Q1: 11,737 shares 11,737 $342K 0.08% +634 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,499 shares; 2024Q4: 7,059 shares; 2025Q1: 5,146 shares; 2025Q2: 5,029 shares; 2025Q3: 5,403 shares; 2025Q4: 6,181 shares; 2026Q1: 6,571 shares 6,571 $341K 0.08% +390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,358 shares 2,358 $341K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,939 shares 3,939 $339K 0.08% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 4,074 shares; 2025Q1: 5,214 shares; 2025Q2: not reported; 2025Q3: 7,035 shares; 2025Q4: 11,620 shares; 2026Q1: 13,398 shares 13,398 $333K 0.08% +1,778 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,176 shares 11,176 $330K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,490 shares 1,490 $323K 0.08% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,856 shares 1,856 $322K 0.08% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,525 shares 10,525 $321K 0.08% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,028 shares; 2024Q4: 17,144 shares; 2025Q1: 19,186 shares; 2025Q2: not reported; 2025Q3: 2,471 shares; 2025Q4: 4,075 shares; 2026Q1: 4,706 shares 4,706 $317K 0.08% +631 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,666 shares; 2025Q4: 14,837 shares; 2026Q1: 16,592 shares 16,592 $314K 0.08% +1,755 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,546 shares; 2025Q1: 3,195 shares; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 7,024 shares; 2026Q1: 8,406 shares 8,406 $311K 0.07% +1,382 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,607 shares 10,607 $311K 0.07% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: 22,577 shares; 2025Q4: 22,693 shares; 2026Q1: 6,850 shares 6,850 $311K 0.07% -15,843 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 1,631 shares; 2025Q1: 304 shares; 2025Q2: not reported; 2025Q3: 4,178 shares; 2025Q4: 3,999 shares; 2026Q1: 3,999 shares 3,999 $310K 0.07% 0 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: 17,289 shares; 2024Q4: 1,131 shares; 2025Q1: 1,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,388 shares; 2026Q1: 9,626 shares 9,626 $308K 0.07% +1,238 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $305K 0.07% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,161 shares 20,161 $303K 0.07% 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: 1,163 shares; 2024Q4: 399 shares; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,707 shares; 2026Q1: 1,970 shares 1,970 $302K 0.07% +263 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,152 shares 3,152 $299K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,852 shares 2,852 $293K 0.07% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895 $289K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,404 shares 7,404 $289K 0.07% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,379 shares 3,379 $286K 0.07% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,459 shares 3,459 $285K 0.07% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,141 shares 3,141 $285K 0.07% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,076 shares 2,076 $285K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,745 shares 1,745 $282K 0.07% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,844 shares 18,844 $281K 0.07% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,098 shares 2,098 $280K 0.07% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,552 shares 55,552 $279K 0.07% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares 971 $278K 0.07% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,741 shares 9,741 $277K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 819 shares 819 $277K 0.07% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,319 shares 1,319 $276K 0.07% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,170 shares 16,170 $274K 0.07% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares 2,749 $274K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,428 shares 10,428 $272K 0.06% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,328 shares 1,328 $272K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,791 shares 3,791 $271K 0.06% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,406 shares; 2025Q3: 7,417 shares; 2025Q4: 4,948 shares; 2026Q1: 4,099 shares 4,099 $266K 0.06% -849 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,750 shares 33,750 $266K 0.06% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,444 shares 13,444 $266K 0.06% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,827 shares 8,827 $265K 0.06% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,710 shares 2,710 $264K 0.06% new Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,005 shares; 2025Q4: 12,843 shares; 2026Q1: 12,766 shares 12,766 $264K 0.06% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,516 shares 2,516 $257K 0.06% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares 927 $257K 0.06% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,022 shares 12,022 $254K 0.06% new Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,388 shares 6,388 $254K 0.06% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,261 shares 4,261 $253K 0.06% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,839 shares 31,839 $253K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,395 shares 2,395 $252K 0.06% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,446 shares 8,446 $252K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,315 shares 5,315 $248K 0.06% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,528 shares 5,528 $247K 0.06% new Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,305 shares; 2025Q4: 8,530 shares; 2026Q1: 8,486 shares 8,486 $246K 0.06% -44 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,328 shares 2,328 $244K 0.06% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,240 shares 4,240 $242K 0.06% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,592 shares 2,592 $239K 0.06% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,900 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $239K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares 1,882 $236K 0.06% new Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,314 shares 6,314 $231K 0.06% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,222 shares; 2024Q4: 9,450 shares; 2025Q1: 13,689 shares; 2025Q2: 13,970 shares; 2025Q3: 24,429 shares; 2025Q4: 41,069 shares; 2026Q1: 50,296 shares 50,296 $231K 0.06% +9,227 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,093 shares 1,093 $228K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,601 shares 2,601 $228K 0.05% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 735 shares 735 $223K 0.05% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,020 shares 21,020 $221K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,184 shares 6,184 $217K 0.05% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,840 shares 1,840 $213K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,055 shares 1,055 $208K 0.05% 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: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,174 shares 3,174 $205K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 849 shares; 2025Q4: 523 shares; 2026Q1: 416 shares 416 $204K 0.05% -107 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,411 shares 7,411 $204K 0.05% new Timeline