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: 61,318 shares; 2024Q4: 64,674 shares; 2025Q1: 66,240 shares; 2025Q2: 64,324 shares; 2025Q3: 65,590 shares; 2025Q4: 65,142 shares; 2026Q1: 60,432 shares 60,432 $26M 7.1% -4,710 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,031 shares; 2024Q4: 167,586 shares; 2025Q1: 173,313 shares; 2025Q2: 173,799 shares; 2025Q3: 178,370 shares; 2025Q4: 168,719 shares; 2026Q1: 161,375 shares 161,375 $23.9M 6.53% -7,344 Timeline SPYV 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: 524,119 shares; 2024Q4: 520,611 shares; 2025Q1: 528,939 shares; 2025Q2: 528,420 shares; 2025Q3: 530,255 shares; 2025Q4: 429,035 shares; 2026Q1: 414,214 shares 414,214 $23.4M 6.4% -14,821 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,046 shares; 2024Q4: 96,570 shares; 2025Q1: 114,032 shares; 2025Q2: 117,333 shares; 2025Q3: 122,098 shares; 2025Q4: 127,527 shares; 2026Q1: 122,490 shares 122,490 $18M 4.91% -5,037 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,552 shares; 2025Q1: 169,081 shares; 2025Q2: 169,059 shares; 2025Q3: 169,006 shares; 2025Q4: 169,006 shares; 2026Q1: 169,006 shares 169,006 $16.6M 4.54% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,790 shares; 2024Q4: 179,927 shares; 2025Q1: 142,341 shares; 2025Q2: 145,179 shares; 2025Q3: 150,102 shares; 2025Q4: 86,132 shares; 2026Q1: 85,485 shares 85,485 $16.4M 4.48% -647 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,541 shares; 2024Q4: 61,019 shares; 2025Q1: 60,099 shares; 2025Q2: 58,628 shares; 2025Q3: 58,338 shares; 2025Q4: 119,542 shares; 2026Q1: 117,747 shares 117,747 $15.6M 4.27% -1,795 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,480 shares; 2025Q2: 71,542 shares; 2025Q3: 74,161 shares; 2025Q4: 143,339 shares; 2026Q1: 140,868 shares 140,868 $15.6M 4.27% -2,471 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,890 shares; 2024Q4: 26,661 shares; 2025Q1: 26,522 shares; 2025Q2: 26,283 shares; 2025Q3: 26,009 shares; 2025Q4: 19,999 shares; 2026Q1: 18,418 shares 18,418 $12M 3.27% -1,581 Timeline SMH 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: 1,087 shares; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 572 shares; 2025Q4: 26,382 shares; 2026Q1: 26,937 shares 26,937 $10.3M 2.82% +555 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: 58,854 shares; 2024Q4: 63,223 shares; 2025Q1: 68,060 shares; 2025Q2: 69,290 shares; 2025Q3: 77,309 shares; 2025Q4: 80,508 shares; 2026Q1: 76,758 shares 76,758 $6.65M 1.82% -3,750 Timeline XLU 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: 48,743 shares; 2024Q4: 54,473 shares; 2025Q1: 45,894 shares; 2025Q2: 52,242 shares; 2025Q3: 42,179 shares; 2025Q4: 141,757 shares; 2026Q1: 134,064 shares 134,064 $6.15M 1.68% -7,693 Timeline XLP 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: 81,291 shares; 2024Q4: 89,569 shares; 2025Q1: 118,125 shares; 2025Q2: 120,309 shares; 2025Q3: 123,471 shares; 2025Q4: 68,963 shares; 2026Q1: 72,097 shares 72,097 $5.91M 1.61% +3,134 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: 35,072 shares; 2024Q4: 36,239 shares; 2025Q1: 34,539 shares; 2025Q2: 34,032 shares; 2025Q3: 34,133 shares; 2025Q4: 33,077 shares; 2026Q1: 33,120 shares 33,120 $5.78M 1.58% +43 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: 21,318 shares; 2024Q4: 21,263 shares; 2025Q1: 19,298 shares; 2025Q2: 19,692 shares; 2025Q3: 17,745 shares; 2025Q4: 21,503 shares; 2026Q1: 20,762 shares 20,762 $5.27M 1.44% -741 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: 6,778 shares; 2024Q4: 10,318 shares; 2025Q1: 65,575 shares; 2025Q2: 72,943 shares; 2025Q3: 70,275 shares; 2025Q4: 109,203 shares; 2026Q1: 98,780 shares 98,780 $4.88M 1.33% -10,423 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,582 shares; 2024Q4: 82,019 shares; 2025Q1: 75,747 shares; 2025Q2: 70,304 shares; 2025Q3: 69,058 shares; 2025Q4: 55,582 shares; 2026Q1: 49,724 shares 49,724 $4.87M 1.33% -5,858 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: 8,171 shares; 2024Q4: 7,941 shares; 2025Q1: 7,917 shares; 2025Q2: 7,917 shares; 2025Q3: 8,107 shares; 2025Q4: 7,119 shares; 2026Q1: 6,749 shares 6,749 $4.41M 1.2% -370 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,783 shares; 2024Q4: 51,072 shares; 2025Q1: 51,072 shares; 2025Q2: 57,981 shares; 2025Q3: 57,981 shares; 2025Q4: 57,981 shares; 2026Q1: 57,981 shares 57,981 $4.07M 1.11% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 33,935 shares; 2026Q1: 33,528 shares 33,528 $3.65M 1% -407 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,907 shares; 2025Q4: 44,003 shares; 2026Q1: 60,046 shares 60,046 $3.41M 0.93% +16,043 Timeline XLB 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: 21,811 shares; 2024Q4: 22,950 shares; 2025Q1: 42,856 shares; 2025Q2: 44,109 shares; 2025Q3: 45,737 shares; 2025Q4: 57,427 shares; 2026Q1: 67,364 shares 67,364 $3.37M 0.92% +9,937 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,698 shares; 2024Q4: 21,002 shares; 2025Q1: 6,592 shares; 2025Q2: 4,638 shares; 2025Q3: 3,915 shares; 2025Q4: 21,603 shares; 2026Q1: 20,644 shares 20,644 $3.34M 0.91% -959 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: 18,060 shares; 2024Q4: 13,114 shares; 2025Q1: 11,592 shares; 2025Q2: 11,317 shares; 2025Q3: 11,430 shares; 2025Q4: 10,902 shares; 2026Q1: 9,385 shares 9,385 $2.9M 0.79% -1,517 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: 23,502 shares; 2024Q4: 24,200 shares; 2025Q1: 24,994 shares; 2025Q2: 25,124 shares; 2025Q3: 24,849 shares; 2025Q4: 29,020 shares; 2026Q1: 28,181 shares 28,181 $2.8M 0.76% -839 Timeline IYR 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: 14,325 shares; 2024Q4: 19,316 shares; 2025Q1: 47,332 shares; 2025Q2: 49,682 shares; 2025Q3: 52,256 shares; 2025Q4: 27,901 shares; 2026Q1: 27,171 shares 27,171 $2.57M 0.7% -730 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: 7,011 shares; 2024Q4: 7,023 shares; 2025Q1: 6,422 shares; 2025Q2: 6,602 shares; 2025Q3: 5,975 shares; 2025Q4: 5,920 shares; 2026Q1: 5,745 shares 5,745 $2.13M 0.58% -175 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: 2,517 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 1,824 shares; 2026Q1: 30,950 shares 30,950 $1.9M 0.52% +29,126 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: 273,795 shares; 2024Q4: 245,715 shares; 2025Q1: 104,321 shares; 2025Q2: 89,928 shares; 2025Q3: 81,902 shares; 2025Q4: 37,033 shares; 2026Q1: 31,537 shares 31,537 $1.87M 0.51% -5,496 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,278 shares; 2024Q4: 12,448 shares; 2025Q1: 12,384 shares; 2025Q2: 12,307 shares; 2025Q3: 12,153 shares; 2025Q4: 6,572 shares; 2026Q1: 5,698 shares 5,698 $1.81M 0.5% -874 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,677 shares; 2024Q4: 33,186 shares; 2025Q1: 34,848 shares; 2025Q2: 45,264 shares; 2025Q3: 42,462 shares; 2025Q4: 41,975 shares; 2026Q1: 41,953 shares 41,953 $1.74M 0.47% -22 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,009 shares; 2025Q3: 18,641 shares; 2025Q4: 45,401 shares; 2026Q1: 29,811 shares 29,811 $1.67M 0.46% -15,590 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: 14,822 shares; 2025Q2: 18,218 shares; 2025Q3: 16,082 shares; 2025Q4: 15,032 shares; 2026Q1: 14,765 shares 14,765 $1.67M 0.46% -267 Timeline VV 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: 7,098 shares; 2024Q4: 6,723 shares; 2025Q1: 6,723 shares; 2025Q2: 6,533 shares; 2025Q3: 6,533 shares; 2025Q4: 5,589 shares; 2026Q1: 5,589 shares 5,589 $1.67M 0.46% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 11,164 shares; 2025Q1: 20,267 shares; 2025Q2: 14,288 shares; 2025Q3: 9,076 shares; 2025Q4: 6,233 shares; 2026Q1: 25,075 shares 25,075 $1.52M 0.42% +18,842 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 6,193 shares; 2025Q1: 5,182 shares; 2025Q2: 5,167 shares; 2025Q3: 5,064 shares; 2025Q4: 4,431 shares; 2026Q1: 4,416 shares 4,416 $1.42M 0.39% -15 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,669 shares; 2025Q3: 23,936 shares; 2025Q4: 27,961 shares; 2026Q1: 28,440 shares 28,440 $1.39M 0.38% +479 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 15,410 shares; 2026Q1: 19,831 shares 19,831 $1.37M 0.38% +4,421 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: not reported; 2025Q2: 14,494 shares; 2025Q3: 16,424 shares; 2025Q4: 20,286 shares; 2026Q1: 20,136 shares 20,136 $1.33M 0.36% -150 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,288 shares; 2024Q4: 29,482 shares; 2025Q1: 29,077 shares; 2025Q2: 27,552 shares; 2025Q3: 27,189 shares; 2025Q4: 26,931 shares; 2026Q1: 26,866 shares 26,866 $1.3M 0.36% -65 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 10,338 shares; 2025Q3: 10,760 shares; 2025Q4: 12,954 shares; 2026Q1: 13,529 shares 13,529 $1.27M 0.35% +575 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,008 shares; 2024Q4: 26,713 shares; 2025Q1: 24,693 shares; 2025Q2: 21,846 shares; 2025Q3: 21,011 shares; 2025Q4: 20,555 shares; 2026Q1: 20,338 shares 20,338 $1.27M 0.35% -217 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,104 shares; 2024Q4: 14,104 shares; 2025Q1: 14,104 shares; 2025Q2: 14,104 shares; 2025Q3: 11,104 shares; 2025Q4: 11,104 shares; 2026Q1: 11,104 shares 11,104 $1.25M 0.34% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,784 shares; 2025Q3: 10,252 shares; 2025Q4: 13,203 shares; 2026Q1: 27,236 shares 27,236 $1.19M 0.33% +14,033 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 7,699 shares; 2025Q1: 8,931 shares; 2025Q2: 7,976 shares; 2025Q3: 7,228 shares; 2025Q4: 6,411 shares; 2026Q1: 5,779 shares 5,779 $1.18M 0.32% -632 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,294 shares; 2025Q1: 4,403 shares; 2025Q2: 4,654 shares; 2025Q3: 4,414 shares; 2025Q4: 4,649 shares; 2026Q1: 4,363 shares 4,363 $1.16M 0.32% -286 Timeline ACWX 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: 9,184 shares; 2025Q2: 9,381 shares; 2025Q3: 9,378 shares; 2025Q4: 16,206 shares; 2026Q1: 16,307 shares 16,307 $1.12M 0.3% +101 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,906 shares 56,906 $1.09M 0.3% new Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,584 shares; 2024Q4: 26,578 shares; 2025Q1: 28,417 shares; 2025Q2: 29,397 shares; 2025Q3: 28,375 shares; 2025Q4: 28,355 shares; 2026Q1: 26,122 shares 26,122 $1.07M 0.29% -2,233 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: 1,096 shares; 2024Q4: 1,496 shares; 2025Q1: 1,986 shares; 2025Q2: 2,063 shares; 2025Q3: 1,731 shares; 2025Q4: 1,714 shares; 2026Q1: 1,415 shares 1,415 $1.04M 0.29% -299 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 7,722 shares; 2025Q1: 8,521 shares; 2025Q2: 7,649 shares; 2025Q3: 7,136 shares; 2025Q4: 7,233 shares; 2026Q1: 6,942 shares 6,942 $1.01M 0.28% -291 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,434 shares; 2025Q3: 29,046 shares; 2025Q4: 24,780 shares; 2026Q1: 24,623 shares 24,623 $1M 0.27% -157 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: 6,493 shares; 2024Q4: 6,900 shares; 2025Q1: 6,905 shares; 2025Q2: 7,530 shares; 2025Q3: 6,822 shares; 2025Q4: 6,383 shares; 2026Q1: 3,319 shares 3,319 $976K 0.27% -3,064 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: 1,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 509 shares; 2026Q1: 2,825 shares 2,825 $966K 0.26% +2,316 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,212 shares; 2024Q4: 15,114 shares; 2025Q1: 15,020 shares; 2025Q2: 13,559 shares; 2025Q3: 13,559 shares; 2025Q4: 13,548 shares; 2026Q1: 13,456 shares 13,456 $954K 0.26% -92 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: 10,321 shares; 2024Q4: 11,336 shares; 2025Q1: 13,172 shares; 2025Q2: 12,544 shares; 2025Q3: 11,804 shares; 2025Q4: 10,387 shares; 2026Q1: 10,013 shares 10,013 $949K 0.26% -374 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,254 shares; 2024Q4: 68,216 shares; 2025Q1: 85,897 shares; 2025Q2: 89,293 shares; 2025Q3: 75,887 shares; 2025Q4: 65,613 shares; 2026Q1: 49,207 shares 49,207 $926K 0.25% -16,406 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 6,989 shares; 2025Q1: 7,187 shares; 2025Q2: 6,590 shares; 2025Q3: 12,834 shares; 2025Q4: 13,531 shares; 2026Q1: 12,768 shares 12,768 $924K 0.25% -763 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,535 shares; 2025Q4: 1,536 shares; 2026Q1: 4,334 shares 4,334 $916K 0.25% +2,798 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: 7,437 shares; 2024Q4: 7,458 shares; 2025Q1: 5,759 shares; 2025Q2: 6,232 shares; 2025Q3: 5,743 shares; 2025Q4: 5,794 shares; 2026Q1: 5,346 shares 5,346 $907K 0.25% -448 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,040 shares; 2025Q2: 25,141 shares; 2025Q3: 23,944 shares; 2025Q4: 24,405 shares; 2026Q1: 24,329 shares 24,329 $886K 0.24% -76 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,976 shares; 2025Q2: 13,266 shares; 2025Q3: 13,380 shares; 2025Q4: 14,111 shares; 2026Q1: 13,818 shares 13,818 $879K 0.24% -293 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,564 shares; 2025Q4: 5,640 shares; 2026Q1: 8,076 shares 8,076 $862K 0.24% +2,436 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,783 shares; 2025Q3: 6,492 shares; 2025Q4: 12,766 shares; 2026Q1: 12,536 shares 12,536 $854K 0.23% -230 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 188 shares; 2026Q1: 10,290 shares 10,290 $850K 0.23% +10,102 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,661 shares; 2026Q1: 12,651 shares 12,651 $839K 0.23% +2,990 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,585 shares; 2025Q3: 5,625 shares; 2025Q4: 6,328 shares; 2026Q1: 6,155 shares 6,155 $826K 0.23% -173 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 9,002 shares; 2025Q1: 8,992 shares; 2025Q2: 10,075 shares; 2025Q3: 8,811 shares; 2025Q4: 8,378 shares; 2026Q1: 7,368 shares 7,368 $816K 0.22% -1,010 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: 3,476 shares; 2024Q4: 3,457 shares; 2025Q1: 3,364 shares; 2025Q2: 3,521 shares; 2025Q3: 3,371 shares; 2025Q4: 3,358 shares; 2026Q1: 3,336 shares 3,336 $815K 0.22% -22 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: 14,105 shares; 2024Q4: 13,553 shares; 2025Q1: 15,005 shares; 2025Q2: 15,658 shares; 2025Q3: 14,185 shares; 2025Q4: 13,923 shares; 2026Q1: 12,238 shares 12,238 $801K 0.22% -1,685 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: 3,455 shares; 2025Q4: 4,915 shares; 2026Q1: 5,802 shares 5,802 $785K 0.21% +887 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,895 shares; 2024Q4: 34,165 shares; 2025Q1: 37,301 shares; 2025Q2: 36,688 shares; 2025Q3: 35,352 shares; 2025Q4: 35,323 shares; 2026Q1: 35,979 shares 35,979 $769K 0.21% +656 Timeline AZZ AZZ INC More: the full row for AZZ 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: 4,901 shares; 2025Q4: 6,063 shares; 2026Q1: 6,057 shares 6,057 $758K 0.21% -6 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: not reported; 2024Q4: 6,056 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,280 shares; 2025Q4: 6,564 shares; 2026Q1: 8,513 shares 8,513 $750K 0.2% +1,949 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,830 shares; 2025Q4: 13,012 shares; 2026Q1: 13,109 shares 13,109 $743K 0.2% +97 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 13,946 shares; 2025Q4: 34,956 shares; 2026Q1: 40,368 shares 40,368 $733K 0.2% +5,412 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: 3,327 shares; 2024Q4: 2,885 shares; 2025Q1: 3,012 shares; 2025Q2: 12,876 shares; 2025Q3: 11,424 shares; 2025Q4: 11,859 shares; 2026Q1: 10,908 shares 10,908 $732K 0.2% -951 Timeline PHIN PHINIA INC More: the full row for PHINIA 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: 38 shares; 2025Q4: 19 shares; 2026Q1: 10,563 shares 10,563 $723K 0.2% +10,544 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.2% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares; 2026Q1: 9,388 shares 9,388 $703K 0.19% +3,826 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 4,855 shares; 2025Q3: 4,648 shares; 2025Q4: 3,943 shares; 2026Q1: 3,701 shares 3,701 $700K 0.19% -242 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: 4,931 shares; 2024Q4: 4,926 shares; 2025Q1: 5,080 shares; 2025Q2: 5,716 shares; 2025Q3: 5,500 shares; 2025Q4: 5,294 shares; 2026Q1: 5,067 shares 5,067 $695K 0.19% -227 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: 5,998 shares; 2024Q4: 5,998 shares; 2025Q1: 5,999 shares; 2025Q2: 5,998 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares; 2026Q1: 5,498 shares 5,498 $695K 0.19% -500 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: 4,003 shares; 2024Q4: 3,342 shares; 2025Q1: 2,766 shares; 2025Q2: 2,764 shares; 2025Q3: 2,823 shares; 2025Q4: 2,764 shares; 2026Q1: 2,609 shares 2,609 $693K 0.19% -155 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,424 shares; 2025Q1: 2,082 shares; 2025Q2: 2,665 shares; 2025Q3: 2,326 shares; 2025Q4: 2,497 shares; 2026Q1: 2,332 shares 2,332 $680K 0.19% -165 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 10,443 shares; 2025Q4: 13,333 shares; 2026Q1: 22,386 shares 22,386 $653K 0.18% +9,053 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,275 shares; 2024Q4: 9,895 shares; 2025Q1: 9,805 shares; 2025Q2: 9,510 shares; 2025Q3: 9,510 shares; 2025Q4: 9,421 shares; 2026Q1: 8,926 shares 8,926 $635K 0.17% -495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,652 shares; 2025Q3: 10,139 shares; 2025Q4: 9,081 shares; 2026Q1: 6,455 shares 6,455 $629K 0.17% -2,626 Timeline KBWB 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: not reported; 2025Q4: 4,571 shares; 2026Q1: 7,680 shares 7,680 $608K 0.17% +3,109 Timeline MGK 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: 1,837 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $606K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,871 shares; 2025Q3: 19,432 shares; 2025Q4: 16,776 shares; 2026Q1: 14,148 shares 14,148 $603K 0.16% -2,628 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: 14,560 shares; 2025Q3: 15,676 shares; 2025Q4: 17,936 shares; 2026Q1: 19,339 shares 19,339 $590K 0.16% +1,403 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: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $555K 0.15% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,510 shares; 2025Q4: 1,690 shares; 2026Q1: 1,616 shares 1,616 $548K 0.15% -74 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 3,662 shares 3,662 $530K 0.14% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,583 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,660 shares 1,660 $528K 0.14% -24 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,446 shares; 2025Q3: 8,602 shares; 2025Q4: 7,841 shares; 2026Q1: 7,239 shares 7,239 $527K 0.14% -602 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 2,105 shares; 2026Q1: 2,066 shares 2,066 $518K 0.14% -39 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares; 2026Q1: 5,454 shares 5,454 $513K 0.14% +1,657 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,010 shares; 2026Q1: 17,189 shares 17,189 $513K 0.14% +7,179 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: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,443 shares 2,443 $509K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,521 shares 3,521 $505K 0.14% new Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS 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: 4,698 shares; 2025Q4: 4,963 shares; 2026Q1: 7,395 shares 7,395 $504K 0.14% +2,432 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,447 shares; 2026Q1: 20,848 shares 20,848 $499K 0.14% +3,401 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT 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: 12,719 shares; 2026Q1: 23,083 shares 23,083 $497K 0.14% +10,364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 2,138 shares 2,138 $488K 0.13% +415 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,499 shares 3,499 $475K 0.13% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,978 shares 25,978 $475K 0.13% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 1,826 shares 1,826 $472K 0.13% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 908 shares; 2025Q2: 906 shares; 2025Q3: 880 shares; 2025Q4: 934 shares; 2026Q1: 951 shares 951 $471K 0.13% +17 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: 2,485 shares; 2024Q4: 2,974 shares; 2025Q1: 2,918 shares; 2025Q2: 3,396 shares; 2025Q3: 2,885 shares; 2025Q4: 2,417 shares; 2026Q1: 2,437 shares 2,437 $470K 0.13% +20 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: 3,249 shares; 2024Q4: 3,077 shares; 2025Q1: 2,582 shares; 2025Q2: 2,567 shares; 2025Q3: 2,343 shares; 2025Q4: 2,192 shares; 2026Q1: 2,142 shares 2,142 $466K 0.13% -50 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: 557 shares; 2024Q4: 664 shares; 2025Q1: 701 shares; 2025Q2: 646 shares; 2025Q3: 630 shares; 2025Q4: 573 shares; 2026Q1: 530 shares 530 $459K 0.13% -43 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,611 shares; 2025Q1: 1,513 shares; 2025Q2: 2,145 shares; 2025Q3: 1,412 shares; 2025Q4: 2,182 shares; 2026Q1: 2,182 shares 2,182 $454K 0.12% 0 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: 9,657 shares; 2024Q4: 9,348 shares; 2025Q1: 8,533 shares; 2025Q2: 8,243 shares; 2025Q3: 7,832 shares; 2025Q4: 6,525 shares; 2026Q1: 4,366 shares 4,366 $446K 0.12% -2,159 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,789 shares; 2024Q4: 13,105 shares; 2025Q1: 11,862 shares; 2025Q2: 11,865 shares; 2025Q3: 13,212 shares; 2025Q4: 14,005 shares; 2026Q1: 14,532 shares 14,532 $441K 0.12% +527 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: 5,809 shares; 2024Q4: 5,771 shares; 2025Q1: 5,313 shares; 2025Q2: 6,291 shares; 2025Q3: 5,304 shares; 2025Q4: 5,272 shares; 2026Q1: 5,607 shares 5,607 $435K 0.12% +335 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: 1,904 shares; 2024Q4: 1,901 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares 1,831 $433K 0.12% 0 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: 650 shares; 2024Q4: 680 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 482 shares; 2025Q4: 609 shares; 2026Q1: 711 shares 711 $425K 0.12% +102 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $425K 0.12% 0 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: 3,953 shares; 2024Q4: 2,601 shares; 2025Q1: 2,349 shares; 2025Q2: 2,506 shares; 2025Q3: 2,176 shares; 2025Q4: 1,589 shares; 2026Q1: 1,029 shares 1,029 $410K 0.11% -560 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 8,894 shares; 2025Q1: 8,405 shares; 2025Q2: 8,364 shares; 2025Q3: 8,381 shares; 2025Q4: 8,601 shares; 2026Q1: 8,273 shares 8,273 $398K 0.11% -328 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,249 shares; 2025Q3: 4,184 shares; 2025Q4: 1,642 shares; 2026Q1: 1,375 shares 1,375 $395K 0.11% -267 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: 4,927 shares; 2024Q4: 4,927 shares; 2025Q1: 4,290 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 4,220 shares; 2026Q1: 4,220 shares 4,220 $392K 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 3,006 shares; 2025Q1: 2,615 shares; 2025Q2: 2,601 shares; 2025Q3: 2,593 shares; 2025Q4: 2,539 shares; 2026Q1: 2,512 shares 2,512 $390K 0.11% -27 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: 3,754 shares; 2024Q4: 4,186 shares; 2025Q1: 2,354 shares; 2025Q2: 2,921 shares; 2025Q3: 2,657 shares; 2025Q4: 2,307 shares; 2026Q1: 2,207 shares 2,207 $363K 0.1% -100 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,050 shares; 2025Q1: 1,406 shares; 2025Q2: 1,573 shares; 2025Q3: 1,370 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $360K 0.1% 0 Timeline MDYV 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: 4,027 shares; 2024Q4: 3,989 shares; 2025Q1: 3,986 shares; 2025Q2: 3,984 shares; 2025Q3: 3,986 shares; 2025Q4: 4,183 shares; 2026Q1: 4,092 shares 4,092 $348K 0.1% -91 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: 747 shares; 2024Q4: 739 shares; 2025Q1: 723 shares; 2025Q2: 717 shares; 2025Q3: 725 shares; 2025Q4: 717 shares; 2026Q1: 702 shares 702 $336K 0.09% -15 Timeline TIMB TIM S A More: the full row for TIM 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: 12,542 shares 12,542 $332K 0.09% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 953 shares; 2025Q1: 961 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 959 shares 959 $331K 0.09% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,691 shares; 2025Q1: 2,691 shares; 2025Q2: 2,691 shares; 2025Q3: 2,513 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares 2,497 $328K 0.09% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,803 shares; 2024Q4: 57,892 shares; 2025Q1: 60,215 shares; 2025Q2: 61,889 shares; 2025Q3: 60,141 shares; 2025Q4: 58,984 shares; 2026Q1: 12,411 shares 12,411 $326K 0.09% -46,573 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,599 shares 28,599 $323K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,345 shares; 2026Q1: 3,012 shares 3,012 $318K 0.09% +667 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: 901 shares; 2024Q4: 909 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares 905 $318K 0.09% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING 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: 50,276 shares; 2025Q4: 65,852 shares; 2026Q1: 77,968 shares 77,968 $316K 0.09% +12,116 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3,070 shares; 2025Q1: 3,025 shares; 2025Q2: 3,015 shares; 2025Q3: 3,025 shares; 2025Q4: 2,863 shares; 2026Q1: 2,863 shares 2,863 $314K 0.09% 0 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,012 shares; 2025Q4: 132,342 shares; 2026Q1: 125,490 shares 125,490 $305K 0.08% -6,852 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 504 shares 504 $305K 0.08% +333 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,395 shares; 2024Q4: 12,775 shares; 2025Q1: 16,762 shares; 2025Q2: 8,004 shares; 2025Q3: 2,440 shares; 2025Q4: 1,741 shares; 2026Q1: 4,073 shares 4,073 $303K 0.08% +2,332 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: 4,109 shares; 2024Q4: 3,616 shares; 2025Q1: 2,591 shares; 2025Q2: 3,175 shares; 2025Q3: 2,573 shares; 2025Q4: 2,518 shares; 2026Q1: 2,518 shares 2,518 $303K 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,351 shares; 2025Q1: 2,248 shares; 2025Q2: 2,241 shares; 2025Q3: 2,241 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617 $295K 0.08% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,824 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares 1,354 $291K 0.08% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,427 shares 1,427 $290K 0.08% -5 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: 2,450 shares; 2024Q4: 2,313 shares; 2025Q1: 2,083 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares 2,072 $289K 0.08% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 327 shares; 2025Q1: 296 shares; 2025Q2: 294 shares; 2025Q3: 296 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $283K 0.08% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 996 shares 996 $280K 0.08% +812 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,366 shares; 2025Q1: 3,044 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares 3,072 $278K 0.08% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 810 shares 810 $277K 0.08% -254 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,757 shares 3,757 $275K 0.08% new Timeline MDYG 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: 2,622 shares; 2024Q4: 2,607 shares; 2025Q1: 2,596 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,853 shares; 2026Q1: 2,758 shares 2,758 $265K 0.07% -95 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,765 shares; 2026Q1: 3,630 shares 3,630 $264K 0.07% -135 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,575 shares; 2025Q4: 2,597 shares; 2026Q1: 2,416 shares 2,416 $262K 0.07% -181 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,302 shares; 2024Q4: 47,943 shares; 2025Q1: 50,038 shares; 2025Q2: 52,822 shares; 2025Q3: 22,712 shares; 2025Q4: 15,405 shares; 2026Q1: 7,560 shares 7,560 $260K 0.07% -7,845 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $257K 0.07% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 305 shares; 2026Q1: 2,024 shares 2,024 $256K 0.07% +1,719 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: 745 shares; 2024Q4: not reported; 2025Q1: 745 shares; 2025Q2: 984 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares 745 $256K 0.07% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,294 shares; 2025Q2: 5,297 shares; 2025Q3: 5,301 shares; 2025Q4: 5,304 shares; 2026Q1: 5,307 shares 5,307 $252K 0.07% +3 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 936 shares; 2026Q1: 961 shares 961 $250K 0.07% +25 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 763 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 832 shares; 2026Q1: 852 shares 852 $247K 0.07% +20 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 1,808 shares 1,808 $245K 0.07% -21 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,565 shares; 2025Q1: 17,967 shares; 2025Q2: 19,024 shares; 2025Q3: 18,942 shares; 2025Q4: 10,844 shares; 2026Q1: 8,272 shares 8,272 $240K 0.07% -2,572 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,305 shares; 2025Q1: 1,199 shares; 2025Q2: 1,271 shares; 2025Q3: 1,168 shares; 2025Q4: 1,161 shares; 2026Q1: 1,206 shares 1,206 $239K 0.07% +45 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,712 shares; 2026Q1: 1,708 shares 1,708 $238K 0.07% -4 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,260 shares; 2025Q1: 1,179 shares; 2025Q2: 1,173 shares; 2025Q3: 1,137 shares; 2025Q4: 622 shares; 2026Q1: 549 shares 549 $238K 0.07% -73 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: 1,963 shares; 2024Q4: 1,896 shares; 2025Q1: 1,524 shares; 2025Q2: 1,746 shares; 2025Q3: 1,525 shares; 2025Q4: 1,516 shares; 2026Q1: 1,642 shares 1,642 $237K 0.06% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,663 shares; 2026Q1: 1,656 shares 1,656 $237K 0.06% -7 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares; 2026Q1: 4,029 shares 4,029 $237K 0.06% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES 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: 627 shares; 2025Q4: 374 shares; 2026Q1: 3,582 shares 3,582 $237K 0.06% +3,208 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238 shares; 2025Q4: 241 shares; 2026Q1: 170 shares 170 $234K 0.06% -71 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 5,834 shares; 2025Q1: 6,296 shares; 2025Q2: 5,918 shares; 2025Q3: 5,443 shares; 2025Q4: 3,396 shares; 2026Q1: 2,575 shares 2,575 $234K 0.06% -821 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST 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: 5,631 shares 5,631 $233K 0.06% new 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: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,331 shares; 2025Q2: 2,241 shares; 2025Q3: 2,257 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares 2,241 $230K 0.06% 0 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: 763 shares; 2024Q4: 768 shares; 2025Q1: 731 shares; 2025Q2: 965 shares; 2025Q3: 718 shares; 2025Q4: 725 shares; 2026Q1: 739 shares 739 $230K 0.06% +14 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $228K 0.06% 0 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: 2,401 shares; 2024Q4: 2,094 shares; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 808 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $226K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529 $218K 0.06% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 5,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 1,119 shares; 2026Q1: 758 shares 758 $214K 0.06% -361 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $213K 0.06% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,578 shares 3,578 $211K 0.06% new Timeline SLYV 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: 2,770 shares; 2024Q4: 2,759 shares; 2025Q1: 2,657 shares; 2025Q2: 2,508 shares; 2025Q3: 2,184 shares; 2025Q4: 2,271 shares; 2026Q1: 2,194 shares 2,194 $208K 0.06% -77 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: 814 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 955 shares; 2025Q3: 634 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629 $207K 0.06% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,745 shares; 2025Q1: 13,217 shares; 2025Q2: 15,776 shares; 2025Q3: 14,233 shares; 2025Q4: 13,475 shares; 2026Q1: 2,982 shares 2,982 $203K 0.06% -10,493 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: 1,200 shares; 2024Q4: 1,212 shares; 2025Q1: 824 shares; 2025Q2: 1,094 shares; 2025Q3: 805 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $201K 0.05% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,173 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares 1,171 $198K 0.05% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 781 shares; 2026Q1: 785 shares 785 $197K 0.05% +4 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares 2,030 $196K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares 2,295 $183K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $182K 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $181K 0.05% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $181K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,152 shares; 2025Q3: 2,416 shares; 2025Q4: 2,451 shares; 2026Q1: 2,375 shares 2,375 $181K 0.05% -76 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 850 shares 850 $179K 0.05% +142 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,827 shares; 2025Q3: 18,685 shares; 2025Q4: 10,069 shares; 2026Q1: 3,572 shares 3,572 $179K 0.05% -6,497 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,623 shares; 2025Q1: 4,715 shares; 2025Q2: 4,710 shares; 2025Q3: 4,712 shares; 2025Q4: 4,937 shares; 2026Q1: 1,761 shares 1,761 $179K 0.05% -3,176 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 772 shares; 2025Q4: 770 shares; 2026Q1: 773 shares 773 $178K 0.05% +3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares 1,163 $176K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,568 shares; 2025Q2: 8,373 shares; 2025Q3: 8,430 shares; 2025Q4: 20,709 shares; 2026Q1: 4,957 shares 4,957 $176K 0.05% -15,752 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,547 shares; 2026Q1: 1,483 shares 1,483 $176K 0.05% -64 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 1,055 shares; 2026Q1: 711 shares 711 $174K 0.05% -344 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: not reported; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 822 shares; 2026Q1: 507 shares 507 $171K 0.05% -315 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577 $168K 0.05% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares 1,412 $163K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $163K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $161K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 162 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $157K 0.04% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,652 shares; 2026Q1: 1,616 shares 1,616 $156K 0.04% -36 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: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares 1,674 $154K 0.04% 0 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: 2,215 shares; 2024Q4: 2,062 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 559 shares; 2026Q1: 537 shares 537 $154K 0.04% -22 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $150K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,951 shares; 2026Q1: 2,381 shares 2,381 $149K 0.04% -2,570 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares 938 $146K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 503 shares; 2025Q4: 398 shares; 2026Q1: 391 shares 391 $145K 0.04% -7 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares; 2025Q4: 12,947 shares; 2026Q1: 1,861 shares 1,861 $134K 0.04% -11,086 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,883 shares; 2024Q4: 15,196 shares; 2025Q1: 12,941 shares; 2025Q2: 11,594 shares; 2025Q3: 12,432 shares; 2025Q4: 9,457 shares; 2026Q1: 7,515 shares 7,515 $133K 0.04% -1,942 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,504 shares; 2025Q4: 6,044 shares; 2026Q1: 5,913 shares 5,913 $132K 0.04% -131 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,529 shares; 2025Q1: 3,746 shares; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares 1,787 $131K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 647 shares; 2025Q4: 627 shares; 2026Q1: 627 shares 627 $130K 0.04% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 19,083 shares; 2025Q1: 23,388 shares; 2025Q2: 25,898 shares; 2025Q3: 25,020 shares; 2025Q4: 23,427 shares; 2026Q1: 3,160 shares 3,160 $126K 0.03% -20,267 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 363 shares; 2026Q1: 383 shares 383 $125K 0.03% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 558 shares; 2025Q3: 287 shares; 2025Q4: 246 shares; 2026Q1: 211 shares 211 $121K 0.03% -35 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,619 shares; 2024Q4: 35,577 shares; 2025Q1: 36,553 shares; 2025Q2: 36,592 shares; 2025Q3: 35,784 shares; 2025Q4: 9,876 shares; 2026Q1: 6,691 shares 6,691 $121K 0.03% -3,185 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 1,935 shares; 2026Q1: 1,850 shares 1,850 $120K 0.03% -85 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 623 shares; 2026Q1: 549 shares 549 $119K 0.03% -74 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares 1,195 $116K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $113K 0.03% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares; 2026Q1: 2,591 shares 2,591 $110K 0.03% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,810 shares; 2024Q4: 22,391 shares; 2025Q1: 25,277 shares; 2025Q2: 25,856 shares; 2025Q3: 26,535 shares; 2025Q4: 8,250 shares; 2026Q1: 3,316 shares 3,316 $105K 0.03% -4,934 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: 353 shares; 2024Q4: 355 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 121 shares; 2025Q4: 119 shares; 2026Q1: 114 shares 114 $105K 0.03% -5 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares 2,092 $104K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 649 shares; 2026Q1: 1,331 shares 1,331 $102K 0.03% +682 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: 1,247 shares; 2025Q1: 1,684 shares; 2025Q2: 2,078 shares; 2025Q3: 1,166 shares; 2025Q4: 603 shares; 2026Q1: 415 shares 415 $100K 0.03% -188 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,060 shares; 2025Q4: 2,081 shares; 2026Q1: 1,904 shares 1,904 $100K 0.03% -177 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 428 shares; 2026Q1: 669 shares 669 $98.4K 0.03% +241 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 1,317 shares 1,317 $97.9K 0.03% +642 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,492 shares; 2025Q1: 1,316 shares; 2025Q2: 852 shares; 2025Q3: 487 shares; 2025Q4: 439 shares; 2026Q1: 133 shares 133 $94.3K 0.03% -306 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF 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: 1,239 shares 1,239 $93.5K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $92.2K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $91.9K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: 564 shares; 2026Q1: 564 shares 564 $88.7K 0.02% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $88.7K 0.02% 0 Timeline AGZ 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: 39,744 shares; 2024Q4: 41,369 shares; 2025Q1: 10,019 shares; 2025Q2: 6,581 shares; 2025Q3: 5,402 shares; 2025Q4: 1,254 shares; 2026Q1: 802 shares 802 $88K 0.02% -452 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $87.2K 0.02% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 145 shares; 2026Q1: 156 shares 156 $84.7K 0.02% +11 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,494 shares; 2025Q4: 1,469 shares; 2026Q1: 1,469 shares 1,469 $84.7K 0.02% 0 Timeline FLEU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,522 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares 2,522 $81.5K 0.02% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,635 shares; 2024Q4: 26,458 shares; 2025Q1: 31,505 shares; 2025Q2: 7,861 shares; 2025Q3: 6,404 shares; 2025Q4: 3,320 shares; 2026Q1: 1,546 shares 1,546 $79.4K 0.02% -1,774 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $78.9K 0.02% 0 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: 156 shares; 2025Q4: 156 shares; 2026Q1: 171 shares 171 $78.8K 0.02% +15 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $78.5K 0.02% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,607 shares; 2026Q1: 1,607 shares 1,607 $77.1K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 2,893 shares; 2025Q1: 3,544 shares; 2025Q2: 2,223 shares; 2025Q3: 1,126 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $76.8K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $74.4K 0.02% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $73.9K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593 $73.7K 0.02% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 4,688 shares; 2025Q4: 3,392 shares; 2026Q1: 2,337 shares 2,337 $70.1K 0.02% -1,055 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 1,603 shares; 2026Q1: 604 shares 604 $69.4K 0.02% -999 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 526 shares; 2026Q1: 528 shares 528 $69.1K 0.02% +2 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 2,650 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 4,857 shares; 2026Q1: 406 shares 406 $66.6K 0.02% -4,451 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 616 shares; 2026Q1: 562 shares 562 $66.6K 0.02% -54 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 5,466 shares; 2025Q3: 4,827 shares; 2025Q4: 4,231 shares; 2026Q1: 513 shares 513 $66.5K 0.02% -3,718 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $66.3K 0.02% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $65.6K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $65.1K 0.02% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 937 shares; 2025Q4: 883 shares; 2026Q1: 749 shares 749 $64.5K 0.02% -134 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares 2,283 $64.1K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST 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: 1,661 shares; 2025Q4: 1,729 shares; 2026Q1: 1,661 shares 1,661 $63.8K 0.02% -68 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 3,022 shares 3,022 $63.5K 0.02% +143 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 274 shares; 2025Q4: 248 shares; 2026Q1: 251 shares 251 $62.9K 0.02% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 110 shares; 2025Q4: 104 shares; 2026Q1: 86 shares 86 $62.6K 0.02% -18 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 11,428 shares; 2025Q1: 14,021 shares; 2025Q2: 6,463 shares; 2025Q3: 5,338 shares; 2025Q4: 1,762 shares; 2026Q1: 1,720 shares 1,720 $62.6K 0.02% -42 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $61.9K 0.02% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 669 shares; 2025Q4: 880 shares; 2026Q1: 834 shares 834 $61.3K 0.02% -46 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $61.3K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181 shares; 2025Q4: 334 shares; 2026Q1: 355 shares 355 $61.3K 0.02% +21 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $61K 0.02% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,736 shares; 2025Q4: 2,736 shares; 2026Q1: 2,736 shares 2,736 $60.8K 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $59.9K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $59K 0.02% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 354 shares 354 $57.5K 0.02% +30 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,411 shares; 2025Q2: 11,903 shares; 2025Q3: 4,673 shares; 2025Q4: 1,920 shares; 2026Q1: 1,611 shares 1,611 $57.5K 0.02% -309 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,983 shares; 2025Q3: 2,965 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $56.6K 0.02% 0 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 955 shares 955 $56.3K 0.02% -313 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $54.6K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 315 shares; 2025Q1: 302 shares; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 584 shares; 2026Q1: 281 shares 281 $53.9K 0.01% -303 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 13,977 shares; 2025Q1: 15,361 shares; 2025Q2: 7,970 shares; 2025Q3: 4,806 shares; 2025Q4: 8,815 shares; 2026Q1: 1,144 shares 1,144 $52.5K 0.01% -7,671 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $52.3K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: 547 shares 547 $51.1K 0.01% -768 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: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $50.7K 0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares 1,528 $50.7K 0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 109 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $50.6K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 460 shares 460 $50.5K 0.01% +300 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,580 shares; 2026Q1: 22,167 shares 22,167 $50.1K 0.01% -14,413 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 126 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $49.5K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 629 shares; 2026Q1: 511 shares 511 $49.3K 0.01% -118 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 189 shares; 2026Q1: 297 shares 297 $49.1K 0.01% +108 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: 1,013 shares; 2026Q1: 971 shares 971 $48.9K 0.01% -42 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $48.6K 0.01% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS 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: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $48.2K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares 3,040 $48.1K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 2,297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 280 shares; 2026Q1: 265 shares 265 $47.7K 0.01% -15 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513 $47.5K 0.01% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES 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: 779 shares; 2025Q4: 779 shares; 2026Q1: 748 shares 748 $47.3K 0.01% -31 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $47K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $46.7K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $46.5K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $46.1K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT 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: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $45.3K 0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,935 shares; 2025Q4: 1,802 shares; 2026Q1: 1,326 shares 1,326 $45.3K 0.01% -476 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234 shares 234 $44.9K 0.01% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $44.4K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 523 shares 523 $42.5K 0.01% +49 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 159 shares 159 $42.4K 0.01% -37 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 189 shares 189 $42K 0.01% +12 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 203 shares 203 $42K 0.01% -765 Timeline VMI VALMONT INDS INC More: the full row for VALMONT 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: not reported; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 105 shares 105 $42K 0.01% -31 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $41.8K 0.01% 0 Timeline MTRN MATERION CORP More: the full row for MATERION 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: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $41.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $41.2K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $41.2K 0.01% 0 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: not reported; 2025Q3: 67 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $41K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 299 shares 299 $41K 0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 2,107 shares; 2026Q1: 1,676 shares 1,676 $40.7K 0.01% -431 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166 shares; 2026Q1: 152 shares 152 $40.4K 0.01% -14 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $40.4K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $40.4K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 228 shares; 2026Q1: 404 shares 404 $40.2K 0.01% +176 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 420 shares; 2025Q4: 474 shares; 2026Q1: 431 shares 431 $40K 0.01% -43 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $39.6K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $39.1K 0.01% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS 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: 427 shares; 2025Q4: 427 shares; 2026Q1: 542 shares 542 $38.8K 0.01% +115 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 164 shares; 2025Q4: 136 shares; 2026Q1: 114 shares 114 $38.7K 0.01% -22 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $38.7K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,514 shares; 2025Q2: not reported; 2025Q3: 6,315 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares 2,470 $38.7K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $38.1K 0.01% 0 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: 821 shares; 2025Q4: 821 shares; 2026Q1: 847 shares 847 $37.8K 0.01% +26 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212 shares; 2025Q4: 233 shares; 2026Q1: 116 shares 116 $37.4K 0.01% -117 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $37.3K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $37.2K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $36.8K 0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: not reported; 2026Q1: 624 shares 624 $36.3K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 483 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $36K 0.01% 0 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 13,922 shares; 2025Q1: 12,165 shares; 2025Q2: 15,345 shares; 2025Q3: 14,097 shares; 2025Q4: 8,868 shares; 2026Q1: 705 shares 705 $36K 0.01% -8,163 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $35.8K 0.01% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 682 shares; 2026Q1: 642 shares 642 $35.7K 0.01% -40 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares 254 $35.3K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,699 shares; 2025Q4: 3,196 shares; 2026Q1: 3,196 shares 3,196 $35.2K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $34.7K 0.01% 0 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: 12,122 shares; 2026Q1: 1,162 shares 1,162 $34.6K 0.01% -10,960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 545 shares 545 $34.2K 0.01% +387 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,370 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $34.2K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $34.2K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734 $34.1K 0.01% 0 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: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $34K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $33.7K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,446 shares; 2025Q2: 13,558 shares; 2025Q3: 14,193 shares; 2025Q4: 5,474 shares; 2026Q1: 784 shares 784 $33.6K 0.01% -4,690 Timeline AON AON PLC More: the full row for AON 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: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $33.2K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $33.2K 0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 232 shares 232 $33K 0.01% +16 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $32.9K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $32.9K 0.01% 0 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares 1,082 $32.8K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 60 shares 60 $32.6K 0.01% +4 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,527 shares; 2025Q2: 3,560 shares; 2025Q3: 4,026 shares; 2025Q4: 2,148 shares; 2026Q1: 283 shares 283 $32.6K 0.01% -1,865 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 465 shares 465 $32.4K 0.01% +424 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $32.4K 0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 227 shares; 2026Q1: 187 shares 187 $32K 0.01% -40 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $31.3K 0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,799 shares; 2025Q3: 7,728 shares; 2025Q4: 2,894 shares; 2026Q1: 391 shares 391 $30.9K 0.01% -2,503 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,361 shares; 2024Q4: 7,024 shares; 2025Q1: 8,199 shares; 2025Q2: 9,343 shares; 2025Q3: 1,439 shares; 2025Q4: 651 shares; 2026Q1: 263 shares 263 $30.8K 0.01% -388 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 429 shares 429 $30.6K 0.01% +10 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $30.4K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares 369 $30.4K 0.01% 0 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: not reported; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 145 shares 145 $30.4K 0.01% -13 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $30.3K 0.01% 0 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS 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: 405 shares; 2025Q4: 385 shares; 2026Q1: 424 shares 424 $30.2K 0.01% +39 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 217 shares; 2026Q1: 141 shares 141 $30.1K 0.01% -76 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $30K 0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $29.4K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $29.4K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407 $29.2K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 5,075 shares; 2025Q1: 6,330 shares; 2025Q2: 7,057 shares; 2025Q3: 7,019 shares; 2025Q4: 1,647 shares; 2026Q1: 257 shares 257 $28.9K 0.01% -1,390 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 187 shares; 2025Q4: 212 shares; 2026Q1: 297 shares 297 $28.7K 0.01% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $28.7K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $28.7K 0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194 shares; 2025Q4: 148 shares; 2026Q1: 130 shares 130 $28.4K 0.01% -18 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 843 shares 843 $28.4K 0.01% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 130 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $28.3K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $28.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,172 shares; 2026Q1: 163 shares 163 $28.3K 0.01% -3,009 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $28.2K 0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE 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: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $28K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 67 shares; 2026Q1: 77 shares 77 $28K 0.01% +10 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN 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: 767 shares; 2025Q4: 713 shares; 2026Q1: 715 shares 715 $27.7K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 116 shares 116 $27.6K 0.01% -25 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 297 shares 297 $27.4K 0.01% -38 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759 $27.4K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 82 shares 82 $27.4K 0.01% -50 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $27.2K 0.01% 0 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 182 shares; 2025Q4: 208 shares; 2026Q1: 160 shares 160 $27.1K 0.01% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $27.1K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $26.9K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 2,110 shares; 2025Q1: 2,801 shares; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 312 shares; 2026Q1: 96 shares 96 $26.9K 0.01% -216 Timeline WSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $26.9K 0.01% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 1,523 shares 1,523 $26.8K 0.01% +1,142 Timeline VCYT VERACYTE INC More: the full row for VERACYTE 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: 699 shares; 2025Q4: 748 shares; 2026Q1: 823 shares 823 $26.5K 0.01% +75 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $26.5K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $26.3K 0.01% 0 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: 462 shares; 2026Q1: 462 shares 462 $26.3K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $26.3K 0.01% 0 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: 9,078 shares; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 915 shares; 2026Q1: 638 shares 638 $26.2K 0.01% -277 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $26.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 98 shares 98 $26.1K 0.01% +20 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $26K 0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 2,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $25.9K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 389 shares; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $25.9K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $25.9K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $25.8K 0.01% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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: 130 shares; 2025Q4: 141 shares; 2026Q1: 150 shares 150 $25.7K 0.01% +9 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 357 shares 357 $25.7K 0.01% +99 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 241 shares; 2025Q4: 365 shares; 2026Q1: 394 shares 394 $25.5K 0.01% +29 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 310 shares; 2026Q1: 191 shares 191 $25.4K 0.01% -119 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $25.3K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $25.1K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $25K 0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 117 shares; 2025Q4: 147 shares; 2026Q1: 115 shares 115 $24.9K 0.01% -32 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $24.8K 0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: 754 shares 754 $24.3K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $24.1K 0.01% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,948 shares; 2025Q1: 4,575 shares; 2025Q2: 4,768 shares; 2025Q3: 4,447 shares; 2025Q4: 307 shares; 2026Q1: 328 shares 328 $23.9K 0.01% +21 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 496 shares; 2026Q1: 496 shares 496 $23.8K 0.01% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 249 shares; 2026Q1: 298 shares 298 $23.6K 0.01% +49 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $23.5K 0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE 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: 261 shares; 2026Q1: 411 shares 411 $23.4K 0.01% +150 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $23.3K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 586 shares; 2025Q4: 589 shares; 2026Q1: 593 shares 593 $23.1K 0.01% +4 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: 117 shares 117 $23.1K 0.01% new Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,148 shares; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares 762 $23K 0.01% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS 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: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $23K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $22.9K 0.01% 0 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: 209 shares; 2025Q4: 176 shares; 2026Q1: 143 shares 143 $22.8K 0.01% -33 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $22.8K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $22.7K 0.01% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC 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: 245 shares 245 $22.6K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $22.3K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $22.3K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $22.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares 96 $22.1K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $22K 0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $22K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: 282 shares; 2026Q1: 248 shares 248 $21.9K 0.01% -34 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $21.8K 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 824 shares 824 $21.7K 0.01% -510 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $21.6K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 262 shares 262 $21.6K 0.01% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231 shares; 2025Q4: 255 shares; 2026Q1: 235 shares 235 $21.5K 0.01% -20 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $21.2K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $21.2K 0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 239 shares; 2025Q4: 187 shares; 2026Q1: 168 shares 168 $21.2K 0.01% -19 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $21.1K 0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 103 shares; 2026Q1: 103 shares 103 $21.1K 0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,217 shares; 2025Q1: 3,923 shares; 2025Q2: 4,752 shares; 2025Q3: 4,442 shares; 2025Q4: 2,456 shares; 2026Q1: 202 shares 202 $21.1K 0.01% -2,254 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN 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: 572 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $20.9K 0.01% 0 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares 320 $20.8K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $20.7K 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,276 shares; 2025Q1: 9,668 shares; 2025Q2: 12,033 shares; 2025Q3: 5,335 shares; 2025Q4: 2,066 shares; 2026Q1: 283 shares 283 $20.7K 0.01% -1,783 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,365 shares; 2024Q4: 33,434 shares; 2025Q1: 40,845 shares; 2025Q2: 44,452 shares; 2025Q3: 4,581 shares; 2025Q4: 956 shares; 2026Q1: 850 shares 850 $20.6K 0.01% -106 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares 134 $20.4K 0.01% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $20.4K 0.01% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 6,426 shares; 2025Q1: 7,802 shares; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 637 shares; 2026Q1: 274 shares 274 $20.3K 0.01% -363 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,997 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares 1,997 $20K 0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 232 shares; 2026Q1: 215 shares 215 $19.8K 0.01% -17 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 167 shares 167 $19.8K 0.01% +102 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $19.8K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $19.6K 0.01% 0 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares 592 $19.4K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $19.3K 0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $19.1K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $19K 0.01% 0 Timeline THRM GENTHERM INC More: the full row for GENTHERM 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: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682 $18.9K 0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $18.9K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 626 shares; 2026Q1: 288 shares 288 $18.8K 0.01% -338 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $18.7K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $18.7K 0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS 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: 136 shares 136 $18.6K 0.01% new Timeline CXT CRANE NXT CO More: the full row for CRANE NXT 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: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares 459 $18.6K 0.01% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,511 shares; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $18.6K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $18.6K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $18.6K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149 shares; 2025Q4: 127 shares; 2026Q1: 114 shares 114 $18.5K 0.01% -13 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $18.5K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $18.5K 0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 189 shares; 2026Q1: 92 shares 92 $18.5K 0.01% -97 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $18.4K 0.01% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,498 shares; 2025Q1: 19,059 shares; 2025Q2: 20,467 shares; 2025Q3: 20,586 shares; 2025Q4: 4,306 shares; 2026Q1: 419 shares 419 $18.4K 0.01% -3,887 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 101 shares 101 $18.3K 0.01% +65 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $18.3K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $18K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 329 shares 329 $17.9K <0.01% new Timeline