VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,031 shares; 2024Q4: 119,242 shares; 2025Q1: 119,610 shares; 2025Q2: 163,643 shares; 2025Q3: 113,790 shares; 2025Q4: 179,200 shares; 2026Q1: 184,683 shares 184,683 $15.3M 3.17% +5,483 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,411 shares; 2024Q4: 105,486 shares; 2025Q1: 110,332 shares; 2025Q2: 230,799 shares; 2025Q3: 105,291 shares; 2025Q4: 250,021 shares; 2026Q1: 256,358 shares 256,358 $15.3M 3.16% +6,337 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: 12,613 shares; 2024Q4: 11,594 shares; 2025Q1: 12,317 shares; 2025Q2: 50,296 shares; 2025Q3: 13,212 shares; 2025Q4: 55,314 shares; 2026Q1: 57,858 shares 57,858 $14.7M 3.04% +2,544 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,343 shares; 2024Q4: 253,578 shares; 2025Q1: 255,321 shares; 2025Q2: 274,486 shares; 2025Q3: 244,025 shares; 2025Q4: 284,086 shares; 2026Q1: 295,083 shares 295,083 $14.2M 2.94% +10,997 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,371 shares; 2024Q4: 107,340 shares; 2025Q1: 108,134 shares; 2025Q2: 109,982 shares; 2025Q3: 105,010 shares; 2025Q4: 114,018 shares; 2026Q1: 115,620 shares 115,620 $12.8M 2.65% +1,602 Timeline LQD 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: 92,118 shares; 2024Q4: 91,169 shares; 2025Q1: 91,622 shares; 2025Q2: 103,851 shares; 2025Q3: 87,590 shares; 2025Q4: 104,127 shares; 2026Q1: 105,578 shares 105,578 $11.5M 2.39% +1,451 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,762 shares; 2024Q4: 105,680 shares; 2025Q1: 108,080 shares; 2025Q2: 110,498 shares; 2025Q3: 104,635 shares; 2025Q4: 116,720 shares; 2026Q1: 119,501 shares 119,501 $11.4M 2.36% +2,781 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: 128,530 shares; 2024Q4: 127,942 shares; 2025Q1: 127,579 shares; 2025Q2: 126,067 shares; 2025Q3: 123,022 shares; 2025Q4: 133,411 shares; 2026Q1: 135,598 shares 135,598 $11.2M 2.32% +2,187 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: 5,404 shares; 2024Q4: 5,240 shares; 2025Q1: 5,341 shares; 2025Q2: 52,571 shares; 2025Q3: 5,643 shares; 2025Q4: 51,810 shares; 2026Q1: 51,942 shares 51,942 $11M 2.27% +132 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,310 shares; 2024Q4: 95,862 shares; 2025Q1: 97,208 shares; 2025Q2: 97,552 shares; 2025Q3: 93,291 shares; 2025Q4: 104,090 shares; 2026Q1: 106,215 shares 106,215 $10.3M 2.13% +2,125 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: 10,759 shares; 2024Q4: 10,324 shares; 2025Q1: 10,526 shares; 2025Q2: 91,594 shares; 2025Q3: 9,949 shares; 2025Q4: 88,025 shares; 2026Q1: 87,400 shares 87,400 $9.89M 2.05% -625 Timeline TLH 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: 81,229 shares; 2024Q4: 81,442 shares; 2025Q1: 82,641 shares; 2025Q2: 81,652 shares; 2025Q3: 79,900 shares; 2025Q4: 86,657 shares; 2026Q1: 88,657 shares 88,657 $8.93M 1.85% +2,000 Timeline BWX 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: 362,003 shares; 2024Q4: 348,230 shares; 2025Q1: 356,733 shares; 2025Q2: 377,753 shares; 2025Q3: 335,212 shares; 2025Q4: 380,616 shares; 2026Q1: 391,402 shares 391,402 $8.59M 1.78% +10,786 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: 38,401 shares; 2024Q4: 34,474 shares; 2025Q1: 32,223 shares; 2025Q2: 33,087 shares; 2025Q3: 30,957 shares; 2025Q4: 38,439 shares; 2026Q1: 41,006 shares 41,006 $7.15M 1.48% +2,567 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,386 shares; 2024Q4: 69,133 shares; 2025Q1: 69,232 shares; 2025Q2: 69,490 shares; 2025Q3: 66,608 shares; 2025Q4: 73,525 shares; 2026Q1: 74,879 shares 74,879 $5.96M 1.24% +1,354 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: 6,147 shares; 2024Q4: 5,780 shares; 2025Q1: 5,973 shares; 2025Q2: 10,416 shares; 2025Q3: 6,286 shares; 2025Q4: 13,983 shares; 2026Q1: 14,910 shares 14,910 $5.52M 1.14% +927 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: 13,207 shares; 2024Q4: 13,034 shares; 2025Q1: 12,801 shares; 2025Q2: 61,694 shares; 2025Q3: 11,983 shares; 2025Q4: 63,220 shares; 2026Q1: 62,901 shares 62,901 $4.68M 0.97% -319 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 2,993 shares; 2025Q1: 3,558 shares; 2025Q2: 32,801 shares; 2025Q3: 3,911 shares; 2025Q4: 34,004 shares; 2026Q1: 34,145 shares 34,145 $4.52M 0.94% +141 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,819 shares; 2025Q1: 5,437 shares; 2025Q2: 42,329 shares; 2025Q3: 5,362 shares; 2025Q4: 43,432 shares; 2026Q1: 43,354 shares 43,354 $4.36M 0.9% -78 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: 4,669 shares; 2024Q4: 4,577 shares; 2025Q1: 5,868 shares; 2025Q2: 9,897 shares; 2025Q3: 7,165 shares; 2025Q4: 13,091 shares; 2026Q1: 14,614 shares 14,614 $4.2M 0.87% +1,523 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: 15,015 shares; 2024Q4: 13,769 shares; 2025Q1: 13,943 shares; 2025Q2: 14,933 shares; 2025Q3: 10,459 shares; 2025Q4: 14,560 shares; 2026Q1: 13,444 shares 13,444 $3.86M 0.8% -1,116 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,892 shares; 2025Q1: 5,840 shares; 2025Q2: 32,607 shares; 2025Q3: 5,788 shares; 2025Q4: 33,287 shares; 2026Q1: 34,018 shares 34,018 $3.79M 0.79% +731 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: 12,720 shares; 2024Q4: 11,552 shares; 2025Q1: 12,937 shares; 2025Q2: 14,543 shares; 2025Q3: 12,014 shares; 2025Q4: 17,154 shares; 2026Q1: 17,776 shares 17,776 $3.7M 0.77% +622 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: 4,877 shares; 2024Q4: 5,058 shares; 2025Q1: 5,613 shares; 2025Q2: 15,149 shares; 2025Q3: 5,630 shares; 2025Q4: 16,544 shares; 2026Q1: 18,149 shares 18,149 $3.56M 0.74% +1,605 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,783 shares; 2025Q1: 3,839 shares; 2025Q2: 9,230 shares; 2025Q3: 3,635 shares; 2025Q4: 8,547 shares; 2026Q1: 8,116 shares 8,116 $3.49M 0.72% -431 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: 11,416 shares; 2024Q4: 10,592 shares; 2025Q1: 11,200 shares; 2025Q2: 13,814 shares; 2025Q3: 11,737 shares; 2025Q4: 14,557 shares; 2026Q1: 14,012 shares 14,012 $3.43M 0.71% -545 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,861 shares; 2025Q1: 2,036 shares; 2025Q2: 6,322 shares; 2025Q3: 1,914 shares; 2025Q4: 6,997 shares; 2026Q1: 7,703 shares 7,703 $3.36M 0.7% +706 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: 4,107 shares; 2024Q4: 4,052 shares; 2025Q1: 4,070 shares; 2025Q2: 7,578 shares; 2025Q3: 5,619 shares; 2025Q4: 9,179 shares; 2026Q1: 8,903 shares 8,903 $3.31M 0.69% -276 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: 4,680 shares; 2024Q4: 4,879 shares; 2025Q1: 4,542 shares; 2025Q2: 5,280 shares; 2025Q3: 4,166 shares; 2025Q4: 5,594 shares; 2026Q1: 5,304 shares 5,304 $3.03M 0.63% -290 Timeline SHV 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: 39,811 shares; 2024Q4: 55,164 shares; 2025Q1: 44,374 shares; 2025Q2: 38,417 shares; 2025Q3: 32,701 shares; 2025Q4: 31,932 shares; 2026Q1: 26,633 shares 26,633 $2.94M 0.61% -5,299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,937 shares; 2025Q3: 7,098 shares; 2025Q4: 8,728 shares; 2026Q1: 8,590 shares 8,590 $2.94M 0.61% -138 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,813 shares; 2024Q4: 52,995 shares; 2025Q1: 93,390 shares; 2025Q2: 45,103 shares; 2025Q3: 37,517 shares; 2025Q4: 37,143 shares; 2026Q1: 31,212 shares 31,212 $2.86M 0.59% -5,931 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,990 shares; 2024Q4: 34,541 shares; 2025Q1: 24,516 shares; 2025Q2: 39,848 shares; 2025Q3: 23,153 shares; 2025Q4: 39,110 shares; 2026Q1: 38,513 shares 38,513 $2.84M 0.59% -597 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: 919 shares; 2024Q4: 895 shares; 2025Q1: 958 shares; 2025Q2: 2,718 shares; 2025Q3: 2,142 shares; 2025Q4: 2,320 shares; 2026Q1: 2,864 shares 2,864 $2.63M 0.55% +544 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: 10,193 shares; 2024Q4: 10,180 shares; 2025Q1: 10,013 shares; 2025Q2: 9,720 shares; 2025Q3: 8,582 shares; 2025Q4: 8,961 shares; 2026Q1: 8,740 shares 8,740 $2.57M 0.53% -221 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,017 shares; 2024Q4: 43,306 shares; 2025Q1: 44,653 shares; 2025Q2: 37,948 shares; 2025Q3: 31,902 shares; 2025Q4: 30,974 shares; 2026Q1: 25,354 shares 25,354 $2.55M 0.53% -5,620 Timeline VOT 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: 1,924 shares; 2024Q4: 1,936 shares; 2025Q1: 2,057 shares; 2025Q2: 5,526 shares; 2025Q3: 2,046 shares; 2025Q4: 6,602 shares; 2026Q1: 9,853 shares 9,853 $2.54M 0.53% +3,251 Timeline GOVT 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: 36,783 shares; 2024Q4: 33,008 shares; 2025Q1: 37,062 shares; 2025Q2: 111,147 shares; 2025Q3: 34,313 shares; 2025Q4: 106,868 shares; 2026Q1: 109,725 shares 109,725 $2.51M 0.52% +2,857 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: 39,966 shares; 2024Q4: 36,202 shares; 2025Q1: 33,848 shares; 2025Q2: 35,077 shares; 2025Q3: 28,952 shares; 2025Q4: 36,919 shares; 2026Q1: 32,364 shares 32,364 $2.51M 0.52% -4,555 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: 1,909 shares; 2024Q4: 1,906 shares; 2025Q1: 1,895 shares; 2025Q2: 5,366 shares; 2025Q3: 4,691 shares; 2025Q4: 5,062 shares; 2026Q1: 5,022 shares 5,022 $2.41M 0.5% -40 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: 2,966 shares; 2024Q4: 6,482 shares; 2025Q1: 2,032 shares; 2025Q2: 3,850 shares; 2025Q3: 3,435 shares; 2025Q4: 3,710 shares; 2026Q1: 3,645 shares 3,645 $2.37M 0.49% -65 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: 3,414 shares; 2024Q4: 3,928 shares; 2025Q1: 1,868 shares; 2025Q2: 4,181 shares; 2025Q3: 3,787 shares; 2025Q4: 4,089 shares; 2026Q1: 4,008 shares 4,008 $2.31M 0.48% -81 Timeline VOE 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: 2,752 shares; 2024Q4: 2,810 shares; 2025Q1: 3,095 shares; 2025Q2: 10,767 shares; 2025Q3: 3,156 shares; 2025Q4: 11,587 shares; 2026Q1: 12,315 shares 12,315 $2.27M 0.47% +728 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: 13,040 shares; 2024Q4: 13,051 shares; 2025Q1: 13,087 shares; 2025Q2: 25,894 shares; 2025Q3: 23,851 shares; 2025Q4: 18,056 shares; 2026Q1: 18,233 shares 18,233 $2.27M 0.47% +177 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: 8,474 shares; 2024Q4: 7,222 shares; 2025Q1: 7,685 shares; 2025Q2: 10,021 shares; 2025Q3: 7,834 shares; 2025Q4: 9,321 shares; 2026Q1: 9,182 shares 9,182 $2.24M 0.46% -139 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: 19,389 shares; 2024Q4: 18,281 shares; 2025Q1: 17,603 shares; 2025Q2: 22,209 shares; 2025Q3: 16,939 shares; 2025Q4: 22,495 shares; 2026Q1: 22,021 shares 22,021 $2.19M 0.45% -474 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: 6,769 shares; 2024Q4: 4,581 shares; 2025Q1: 4,155 shares; 2025Q2: 4,747 shares; 2025Q3: 5,149 shares; 2025Q4: 6,060 shares; 2026Q1: 6,899 shares 6,899 $2.14M 0.44% +839 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 4,286 shares; 2025Q1: 2,179 shares; 2025Q2: 4,717 shares; 2025Q3: 4,706 shares; 2025Q4: 4,702 shares; 2026Q1: 4,599 shares 4,599 $2.13M 0.44% -103 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: 8,998 shares; 2024Q4: 10,383 shares; 2025Q1: 5,294 shares; 2025Q2: 11,490 shares; 2025Q3: 11,269 shares; 2025Q4: 11,259 shares; 2026Q1: 11,024 shares 11,024 $2.12M 0.44% -235 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: 1,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,940 shares; 2025Q3: 2,017 shares; 2025Q4: 17,530 shares; 2026Q1: 17,554 shares 17,554 $2.08M 0.43% +24 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,270 shares; 2025Q3: not reported; 2025Q4: 71,138 shares; 2026Q1: 70,897 shares 70,897 $2.07M 0.43% -241 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,673 shares; 2025Q1: 1,752 shares; 2025Q2: 13,783 shares; 2025Q3: 1,811 shares; 2025Q4: 14,008 shares; 2026Q1: 14,187 shares 14,187 $2.05M 0.43% +179 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: 1,004 shares; 2024Q4: 988 shares; 2025Q1: 855 shares; 2025Q2: 2,192 shares; 2025Q3: 1,715 shares; 2025Q4: 1,791 shares; 2026Q1: 2,041 shares 2,041 $2.03M 0.42% +250 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: 7,894 shares; 2024Q4: 5,769 shares; 2025Q1: 5,353 shares; 2025Q2: 6,841 shares; 2025Q3: 7,331 shares; 2025Q4: 6,911 shares; 2026Q1: 5,887 shares 5,887 $1.99M 0.41% -1,024 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,339 shares; 2025Q3: not reported; 2025Q4: 62,942 shares; 2026Q1: 62,846 shares 62,846 $1.92M 0.4% -96 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 3,736 shares; 2026Q1: 2,704 shares 2,704 $1.9M 0.39% -1,032 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: 5,094 shares; 2024Q4: 5,071 shares; 2025Q1: 8,161 shares; 2025Q2: 8,064 shares; 2025Q3: 7,155 shares; 2025Q4: 8,771 shares; 2026Q1: 7,901 shares 7,901 $1.87M 0.39% -870 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: 7,631 shares; 2024Q4: 6,947 shares; 2025Q1: 7,103 shares; 2025Q2: 7,125 shares; 2025Q3: 6,417 shares; 2025Q4: 7,858 shares; 2026Q1: 6,095 shares 6,095 $1.84M 0.38% -1,763 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: 2,192 shares; 2025Q2: 6,539 shares; 2025Q3: 5,878 shares; 2025Q4: 6,101 shares; 2026Q1: 5,882 shares 5,882 $1.78M 0.37% -219 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: 4,271 shares; 2024Q4: 4,295 shares; 2025Q1: 2,024 shares; 2025Q2: 6,082 shares; 2025Q3: 3,819 shares; 2025Q4: 5,967 shares; 2026Q1: 5,925 shares 5,925 $1.77M 0.37% -42 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 15,904 shares; 2025Q1: 16,150 shares; 2025Q2: 18,830 shares; 2025Q3: 17,170 shares; 2025Q4: 14,533 shares; 2026Q1: 14,639 shares 14,639 $1.69M 0.35% +106 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: 1,055 shares; 2024Q4: 797 shares; 2025Q1: 786 shares; 2025Q2: 841 shares; 2025Q3: 799 shares; 2025Q4: 903 shares; 2026Q1: 1,256 shares 1,256 $1.66M 0.34% +353 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: 5,334 shares; 2024Q4: 5,402 shares; 2025Q1: 5,294 shares; 2025Q2: 5,512 shares; 2025Q3: 4,661 shares; 2025Q4: 5,744 shares; 2026Q1: 5,588 shares 5,588 $1.63M 0.34% -156 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,065 shares; 2025Q1: 771 shares; 2025Q2: 1,897 shares; 2025Q3: 1,785 shares; 2025Q4: 13,667 shares; 2026Q1: 16,694 shares 16,694 $1.61M 0.33% +3,027 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: 6,333 shares; 2025Q1: 6,419 shares; 2025Q2: 7,189 shares; 2025Q3: 8,110 shares; 2025Q4: 7,424 shares; 2026Q1: 7,216 shares 7,216 $1.54M 0.32% -208 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 2,895 shares; 2025Q1: 2,835 shares; 2025Q2: 2,749 shares; 2025Q3: 2,983 shares; 2025Q4: 3,515 shares; 2026Q1: 3,455 shares 3,455 $1.54M 0.32% -60 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: 10,846 shares; 2024Q4: 9,385 shares; 2025Q1: 7,856 shares; 2025Q2: 12,781 shares; 2025Q3: 9,186 shares; 2025Q4: 9,100 shares; 2026Q1: 8,976 shares 8,976 $1.52M 0.32% -124 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: 3,561 shares; 2024Q4: 3,585 shares; 2025Q1: 3,676 shares; 2025Q2: 6,110 shares; 2025Q3: 3,825 shares; 2025Q4: 6,069 shares; 2026Q1: 7,001 shares 7,001 $1.52M 0.32% +932 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: 1,851 shares; 2024Q4: 1,855 shares; 2025Q1: 1,901 shares; 2025Q2: 1,969 shares; 2025Q3: 1,944 shares; 2025Q4: 1,511 shares; 2026Q1: 1,609 shares 1,609 $1.36M 0.28% +98 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: 5,709 shares; 2024Q4: 4,583 shares; 2025Q1: 6,002 shares; 2025Q2: 6,675 shares; 2025Q3: 4,794 shares; 2025Q4: 6,565 shares; 2026Q1: 6,502 shares 6,502 $1.35M 0.28% -63 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: 10,026 shares; 2024Q4: 10,088 shares; 2025Q1: 10,035 shares; 2025Q2: 10,882 shares; 2025Q3: 9,074 shares; 2025Q4: 10,287 shares; 2026Q1: 9,744 shares 9,744 $1.34M 0.28% -543 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 5,914 shares; 2025Q1: 5,940 shares; 2025Q2: 6,955 shares; 2025Q3: 5,832 shares; 2025Q4: 10,236 shares; 2026Q1: 10,094 shares 10,094 $1.33M 0.28% -142 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,224 shares; 2025Q1: 7,632 shares; 2025Q2: 5,601 shares; 2025Q3: 6,926 shares; 2025Q4: 6,436 shares; 2026Q1: 6,542 shares 6,542 $1.33M 0.28% +106 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,036 shares; 2024Q4: 11,958 shares; 2025Q1: 12,039 shares; 2025Q2: 15,580 shares; 2025Q3: 11,879 shares; 2025Q4: 19,645 shares; 2026Q1: 19,318 shares 19,318 $1.26M 0.26% -327 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: 955 shares; 2025Q2: 1,970 shares; 2025Q3: 1,205 shares; 2025Q4: 1,559 shares; 2026Q1: 1,640 shares 1,640 $1.19M 0.25% +81 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 565 shares; 2025Q1: 652 shares; 2025Q2: 1,372 shares; 2025Q3: 1,076 shares; 2025Q4: 1,156 shares; 2026Q1: 1,086 shares 1,086 $1.19M 0.25% -70 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 941 shares; 2025Q1: 939 shares; 2025Q2: 1,077 shares; 2025Q3: 1,303 shares; 2025Q4: 823 shares; 2026Q1: 805 shares 805 $1.18M 0.25% -18 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: 2,393 shares; 2024Q4: 8,611 shares; 2025Q1: 2,397 shares; 2025Q2: 6,845 shares; 2025Q3: 2,334 shares; 2025Q4: 16,676 shares; 2026Q1: 3,645 shares 3,645 $1.17M 0.24% -13,031 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: 6,650 shares; 2024Q4: 6,607 shares; 2025Q1: 6,724 shares; 2025Q2: 7,385 shares; 2025Q3: 6,804 shares; 2025Q4: 7,413 shares; 2026Q1: 8,051 shares 8,051 $1.15M 0.24% +638 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: 3,413 shares; 2024Q4: 3,280 shares; 2025Q1: 3,456 shares; 2025Q2: 4,210 shares; 2025Q3: 3,769 shares; 2025Q4: 3,953 shares; 2026Q1: 4,275 shares 4,275 $1.14M 0.24% +322 Timeline VBR 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: 1,211 shares; 2024Q4: 1,231 shares; 2025Q1: 1,318 shares; 2025Q2: 4,559 shares; 2025Q3: 1,254 shares; 2025Q4: 4,905 shares; 2026Q1: 5,158 shares 5,158 $1.12M 0.23% +253 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,063 shares; 2025Q1: 3,182 shares; 2025Q2: 3,178 shares; 2025Q3: 2,801 shares; 2025Q4: 3,043 shares; 2026Q1: 2,590 shares 2,590 $1.12M 0.23% -453 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: 5,843 shares; 2024Q4: 10,409 shares; 2025Q1: 9,940 shares; 2025Q2: 14,601 shares; 2025Q3: 8,978 shares; 2025Q4: 20,588 shares; 2026Q1: 22,894 shares 22,894 $1.12M 0.23% +2,306 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: 10,574 shares; 2024Q4: 8,179 shares; 2025Q1: 7,699 shares; 2025Q2: 8,030 shares; 2025Q3: 9,655 shares; 2025Q4: 12,027 shares; 2026Q1: 11,762 shares 11,762 $1.09M 0.23% -265 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: 19,259 shares; 2024Q4: 15,517 shares; 2025Q1: 15,572 shares; 2025Q2: 15,763 shares; 2025Q3: 15,335 shares; 2025Q4: 19,020 shares; 2026Q1: 18,541 shares 18,541 $1.09M 0.23% -479 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 14,338 shares; 2025Q1: 16,028 shares; 2025Q2: 33,799 shares; 2025Q3: 19,660 shares; 2025Q4: 50,557 shares; 2026Q1: 55,495 shares 55,495 $1.09M 0.23% +4,938 Timeline IGOV 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: 9,106 shares; 2024Q4: 8,950 shares; 2025Q1: 9,235 shares; 2025Q2: 28,037 shares; 2025Q3: 7,762 shares; 2025Q4: 26,722 shares; 2026Q1: 26,397 shares 26,397 $1.08M 0.22% -325 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: 14,947 shares; 2024Q4: 13,563 shares; 2025Q1: 15,004 shares; 2025Q2: 6,513 shares; 2025Q3: 5,580 shares; 2025Q4: 9,087 shares; 2026Q1: 8,885 shares 8,885 $1.07M 0.22% -202 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: 2,023 shares; 2024Q4: 1,993 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,538 shares; 2026Q1: 2,980 shares 2,980 $1.05M 0.22% +442 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,674 shares; 2025Q1: 2,669 shares; 2025Q2: 2,692 shares; 2025Q3: 2,619 shares; 2025Q4: 2,955 shares; 2026Q1: 2,892 shares 2,892 $1.03M 0.21% -63 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: 11,529 shares; 2024Q4: 10,233 shares; 2025Q1: 10,144 shares; 2025Q2: 10,686 shares; 2025Q3: 10,471 shares; 2025Q4: 11,431 shares; 2026Q1: 11,007 shares 11,007 $1.03M 0.21% -424 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,116 shares; 2025Q2: 2,047 shares; 2025Q3: 1,880 shares; 2025Q4: 1,748 shares; 2026Q1: 3,212 shares 3,212 $1.01M 0.21% +1,464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,849 shares; 2026Q1: 16,605 shares 16,605 $1.01M 0.21% -244 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: 3,669 shares; 2024Q4: 3,673 shares; 2025Q1: 3,732 shares; 2025Q2: 4,482 shares; 2025Q3: 3,768 shares; 2025Q4: 4,649 shares; 2026Q1: 5,077 shares 5,077 $1M 0.21% +428 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,318 shares; 2024Q4: 14,581 shares; 2025Q1: 16,040 shares; 2025Q2: 37,508 shares; 2025Q3: 21,471 shares; 2025Q4: 49,208 shares; 2026Q1: 51,385 shares 51,385 $1M 0.21% +2,177 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: 3,158 shares; 2024Q4: 3,175 shares; 2025Q1: 3,181 shares; 2025Q2: 3,224 shares; 2025Q3: 3,142 shares; 2025Q4: 3,233 shares; 2026Q1: 3,152 shares 3,152 $1M 0.21% -81 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,433 shares; 2024Q4: 6,495 shares; 2025Q1: 6,493 shares; 2025Q2: 7,005 shares; 2025Q3: 4,257 shares; 2025Q4: 5,055 shares; 2026Q1: 5,023 shares 5,023 $984K 0.2% -32 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,074 shares; 2025Q3: not reported; 2025Q4: 10,868 shares; 2026Q1: 10,852 shares 10,852 $982K 0.2% -16 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 12,061 shares; 2025Q1: 15,374 shares; 2025Q2: 36,683 shares; 2025Q3: 18,866 shares; 2025Q4: 45,476 shares; 2026Q1: 47,373 shares 47,373 $967K 0.2% +1,897 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,002 shares; 2025Q1: 6,265 shares; 2025Q2: 6,814 shares; 2025Q3: 6,273 shares; 2025Q4: 7,233 shares; 2026Q1: 6,915 shares 6,915 $962K 0.2% -318 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: 4,391 shares; 2024Q4: 4,416 shares; 2025Q1: 4,439 shares; 2025Q2: 4,520 shares; 2025Q3: 4,443 shares; 2025Q4: 4,352 shares; 2026Q1: 4,603 shares 4,603 $954K 0.2% +251 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,802 shares; 2025Q1: 1,788 shares; 2025Q2: 1,840 shares; 2025Q3: 1,543 shares; 2025Q4: 1,696 shares; 2026Q1: 1,574 shares 1,574 $952K 0.2% -122 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: 8,134 shares; 2024Q4: 8,191 shares; 2025Q1: 9,759 shares; 2025Q2: 9,973 shares; 2025Q3: 9,371 shares; 2025Q4: 6,161 shares; 2026Q1: 5,686 shares 5,686 $936K 0.19% -475 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,343 shares; 2026Q1: 32,888 shares 32,888 $923K 0.19% -455 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,135 shares; 2026Q1: 33,117 shares 33,117 $909K 0.19% -1,018 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,647 shares; 2025Q1: 2,641 shares; 2025Q2: 2,672 shares; 2025Q3: 2,592 shares; 2025Q4: 2,959 shares; 2026Q1: 3,028 shares 3,028 $900K 0.19% +69 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,239 shares; 2025Q2: 16,387 shares; 2025Q3: 15,202 shares; 2025Q4: 35,822 shares; 2026Q1: 47,826 shares 47,826 $892K 0.19% +12,004 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: 13,689 shares; 2024Q4: 12,508 shares; 2025Q1: 11,349 shares; 2025Q2: 12,327 shares; 2025Q3: 10,152 shares; 2025Q4: 12,543 shares; 2026Q1: 12,753 shares 12,753 $889K 0.18% +210 Timeline SCHR 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: 31,655 shares; 2025Q3: not reported; 2025Q4: 33,530 shares; 2026Q1: 35,666 shares 35,666 $888K 0.18% +2,136 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 955 shares; 2025Q1: 973 shares; 2025Q2: 2,610 shares; 2025Q3: 928 shares; 2025Q4: 2,738 shares; 2026Q1: 2,934 shares 2,934 $887K 0.18% +196 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: 4,208 shares; 2024Q4: 4,224 shares; 2025Q1: 4,267 shares; 2025Q2: 5,386 shares; 2025Q3: 4,220 shares; 2025Q4: 6,173 shares; 2026Q1: 6,084 shares 6,084 $879K 0.18% -89 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: 1,650 shares; 2024Q4: 1,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares; 2026Q1: 2,012 shares 2,012 $873K 0.18% -1 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,094 shares; 2024Q4: 20,519 shares; 2025Q1: 16,178 shares; 2025Q2: 16,461 shares; 2025Q3: 15,911 shares; 2025Q4: 12,431 shares; 2026Q1: 13,610 shares 13,610 $866K 0.18% +1,179 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: 2,667 shares; 2024Q4: 2,691 shares; 2025Q1: 2,683 shares; 2025Q2: 2,763 shares; 2025Q3: 2,653 shares; 2025Q4: 3,658 shares; 2026Q1: 3,566 shares 3,566 $865K 0.18% -92 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: 1,965 shares; 2024Q4: 1,986 shares; 2025Q1: 1,948 shares; 2025Q2: 2,147 shares; 2025Q3: 1,945 shares; 2025Q4: 2,400 shares; 2026Q1: 2,375 shares 2,375 $862K 0.18% -25 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: 2,889 shares; 2024Q4: 2,899 shares; 2025Q1: 2,970 shares; 2025Q2: 3,235 shares; 2025Q3: 2,931 shares; 2025Q4: 2,919 shares; 2026Q1: 2,914 shares 2,914 $861K 0.18% -5 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: 1,050 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares; 2026Q1: 4,065 shares 4,065 $846K 0.18% -93 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: not reported; 2025Q4: 9,985 shares; 2026Q1: 11,748 shares 11,748 $844K 0.17% +1,763 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,452 shares; 2025Q1: 3,729 shares; 2025Q2: 4,538 shares; 2025Q3: 3,825 shares; 2025Q4: 4,039 shares; 2026Q1: 3,438 shares 3,438 $836K 0.17% -601 Timeline PXH 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: 35,441 shares; 2024Q4: 31,830 shares; 2025Q1: 28,880 shares; 2025Q2: 28,963 shares; 2025Q3: 28,251 shares; 2025Q4: 29,316 shares; 2026Q1: 30,218 shares 30,218 $813K 0.17% +902 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $809K 0.17% 0 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: 2,408 shares; 2024Q4: 2,414 shares; 2025Q1: 3,070 shares; 2025Q2: 2,997 shares; 2025Q3: 2,898 shares; 2025Q4: 2,526 shares; 2026Q1: 2,468 shares 2,468 $804K 0.17% -58 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: 15,570 shares; 2024Q4: 14,190 shares; 2025Q1: 12,874 shares; 2025Q2: 15,238 shares; 2025Q3: 12,451 shares; 2025Q4: 14,218 shares; 2026Q1: 14,808 shares 14,808 $800K 0.17% +590 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,604 shares; 2025Q1: 2,601 shares; 2025Q2: 2,703 shares; 2025Q3: 2,558 shares; 2025Q4: 3,613 shares; 2026Q1: 4,215 shares 4,215 $799K 0.17% +602 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: 2,130 shares; 2024Q4: 2,139 shares; 2025Q1: 2,751 shares; 2025Q2: 2,303 shares; 2025Q3: 2,120 shares; 2025Q4: 3,163 shares; 2026Q1: 2,570 shares 2,570 $799K 0.17% -593 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,114 shares; 2026Q1: 3,999 shares 3,999 $796K 0.17% -115 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,458 shares; 2025Q1: 6,484 shares; 2025Q2: 7,075 shares; 2025Q3: 4,432 shares; 2025Q4: 5,535 shares; 2026Q1: 5,081 shares 5,081 $790K 0.16% -454 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: 4,488 shares; 2024Q4: 4,443 shares; 2025Q1: 4,425 shares; 2025Q2: 4,612 shares; 2025Q3: 4,490 shares; 2025Q4: 8,073 shares; 2026Q1: 8,017 shares 8,017 $789K 0.16% -56 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,038 shares; 2026Q1: 4,942 shares 4,942 $777K 0.16% -96 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: 1,110 shares; 2024Q4: 1,113 shares; 2025Q1: 1,112 shares; 2025Q2: 1,129 shares; 2025Q3: 1,098 shares; 2025Q4: 889 shares; 2026Q1: 867 shares 867 $776K 0.16% -22 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,176 shares; 2025Q1: 2,182 shares; 2025Q2: 2,386 shares; 2025Q3: 2,156 shares; 2025Q4: 2,556 shares; 2026Q1: 2,538 shares 2,538 $771K 0.16% -18 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: not reported; 2025Q4: 4,384 shares; 2026Q1: 4,202 shares 4,202 $767K 0.16% -182 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,162 shares; 2025Q1: 2,163 shares; 2025Q2: 2,185 shares; 2025Q3: 2,121 shares; 2025Q4: 2,193 shares; 2026Q1: 2,138 shares 2,138 $765K 0.16% -55 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: 13,113 shares; 2024Q4: 13,558 shares; 2025Q1: 13,837 shares; 2025Q2: 13,226 shares; 2025Q3: 11,300 shares; 2025Q4: 12,540 shares; 2026Q1: 11,438 shares 11,438 $758K 0.16% -1,102 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,639 shares; 2026Q1: 1,600 shares 1,600 $757K 0.16% -39 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: not reported; 2024Q4: not reported; 2025Q1: 5,773 shares; 2025Q2: 5,608 shares; 2025Q3: 5,343 shares; 2025Q4: 4,999 shares; 2026Q1: 4,606 shares 4,606 $756K 0.16% -393 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,181 shares; 2026Q1: 7,992 shares 7,992 $751K 0.16% -189 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 9,197 shares; 2025Q1: 9,223 shares; 2025Q2: 9,363 shares; 2025Q3: 9,117 shares; 2025Q4: 11,142 shares; 2026Q1: 10,914 shares 10,914 $746K 0.15% -228 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 17,003 shares; 2025Q1: 15,350 shares; 2025Q2: 15,483 shares; 2025Q3: 14,894 shares; 2025Q4: 15,474 shares; 2026Q1: 15,891 shares 15,891 $745K 0.15% +417 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: 5,834 shares; 2024Q4: 16,036 shares; 2025Q1: 11,726 shares; 2025Q2: 17,119 shares; 2025Q3: 11,931 shares; 2025Q4: 14,752 shares; 2026Q1: 14,914 shares 14,914 $744K 0.15% +162 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: 1,117 shares; 2024Q4: 1,038 shares; 2025Q1: 1,226 shares; 2025Q2: 1,454 shares; 2025Q3: 1,282 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares 1,737 $741K 0.15% 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: 2,819 shares; 2024Q4: 3,302 shares; 2025Q1: 3,309 shares; 2025Q2: 5,448 shares; 2025Q3: 3,070 shares; 2025Q4: 7,189 shares; 2026Q1: 6,977 shares 6,977 $741K 0.15% -212 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 7,104 shares; 2025Q1: 7,218 shares; 2025Q2: 7,788 shares; 2025Q3: 7,115 shares; 2025Q4: 7,695 shares; 2026Q1: 7,770 shares 7,770 $730K 0.15% +75 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,443 shares; 2025Q1: 4,339 shares; 2025Q2: 4,764 shares; 2025Q3: 4,221 shares; 2025Q4: 5,049 shares; 2026Q1: 5,030 shares 5,030 $728K 0.15% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,459 shares; 2025Q3: not reported; 2025Q4: 8,511 shares; 2026Q1: 8,549 shares 8,549 $728K 0.15% +38 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: 7,150 shares; 2024Q4: 7,051 shares; 2025Q1: 6,582 shares; 2025Q2: 7,013 shares; 2025Q3: 6,609 shares; 2025Q4: 5,039 shares; 2026Q1: 4,756 shares 4,756 $726K 0.15% -283 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 8,852 shares; 2025Q1: 8,827 shares; 2025Q2: 9,011 shares; 2025Q3: 8,724 shares; 2025Q4: 9,873 shares; 2026Q1: 9,654 shares 9,654 $726K 0.15% -219 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4,834 shares; 2025Q1: 4,963 shares; 2025Q2: 5,152 shares; 2025Q3: 3,166 shares; 2025Q4: 3,610 shares; 2026Q1: 3,329 shares 3,329 $714K 0.15% -281 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,097 shares; 2025Q1: 3,944 shares; 2025Q2: 3,844 shares; 2025Q3: 3,756 shares; 2025Q4: 4,195 shares; 2026Q1: 4,112 shares 4,112 $713K 0.15% -83 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: 3,259 shares; 2025Q4: 7,525 shares; 2026Q1: 7,353 shares 7,353 $709K 0.15% -172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares; 2025Q4: 806 shares; 2026Q1: 959 shares 959 $708K 0.15% +153 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,936 shares; 2025Q3: 3,990 shares; 2025Q4: 1,150 shares; 2026Q1: 2,084 shares 2,084 $704K 0.15% +934 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 3,781 shares; 2026Q1: 5,535 shares 5,535 $699K 0.14% +1,754 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: 8,164 shares; 2024Q4: 8,039 shares; 2025Q1: 7,523 shares; 2025Q2: 12,133 shares; 2025Q3: 6,117 shares; 2025Q4: 10,904 shares; 2026Q1: 10,243 shares 10,243 $698K 0.14% -661 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: 5,685 shares; 2024Q4: 5,612 shares; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 950 shares; 2025Q4: 5,021 shares; 2026Q1: 4,644 shares 4,644 $683K 0.14% -377 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 26,662 shares; 2025Q1: 24,820 shares; 2025Q2: 25,960 shares; 2025Q3: 24,726 shares; 2025Q4: 17,895 shares; 2026Q1: 17,464 shares 17,464 $682K 0.14% -431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,975 shares; 2025Q3: not reported; 2025Q4: 7,055 shares; 2026Q1: 7,064 shares 7,064 $678K 0.14% +9 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: 7,448 shares; 2024Q4: 7,466 shares; 2025Q1: 7,497 shares; 2025Q2: 7,659 shares; 2025Q3: 7,491 shares; 2025Q4: 7,944 shares; 2026Q1: 7,789 shares 7,789 $675K 0.14% -155 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 7,960 shares; 2026Q1: 7,749 shares 7,749 $664K 0.14% -211 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: 1,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,342 shares; 2026Q1: 3,555 shares 3,555 $664K 0.14% -787 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: 10,780 shares; 2025Q3: 2,818 shares; 2025Q4: 9,497 shares; 2026Q1: 7,460 shares 7,460 $658K 0.14% -2,037 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 2,556 shares; 2025Q4: 2,552 shares; 2026Q1: 2,208 shares 2,208 $655K 0.14% -344 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424,063 shares; 2025Q2: 409,328 shares; 2025Q3: 370,096 shares; 2025Q4: 324,367 shares; 2026Q1: 275,018 shares 275,018 $652K 0.14% -49,349 Timeline SCHZ 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: 23,932 shares; 2025Q3: not reported; 2025Q4: 27,631 shares; 2026Q1: 27,964 shares 27,964 $649K 0.13% +333 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 7,960 shares; 2025Q1: 10,167 shares; 2025Q2: 11,791 shares; 2025Q3: 20,359 shares; 2025Q4: 18,057 shares; 2026Q1: 21,546 shares 21,546 $633K 0.13% +3,489 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 12,820 shares; 2025Q1: 14,093 shares; 2025Q2: 17,763 shares; 2025Q3: 15,742 shares; 2025Q4: 26,854 shares; 2026Q1: 28,070 shares 28,070 $628K 0.13% +1,216 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,715 shares; 2025Q1: not reported; 2025Q2: 5,036 shares; 2025Q3: not reported; 2025Q4: 1,509 shares; 2026Q1: 2,303 shares 2,303 $623K 0.13% +794 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,509 shares; 2024Q4: 8,344 shares; 2025Q1: not reported; 2025Q2: 9,579 shares; 2025Q3: 8,679 shares; 2025Q4: 4,551 shares; 2026Q1: 7,576 shares 7,576 $619K 0.13% +3,025 Timeline PCY 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: 27,680 shares; 2024Q4: 27,103 shares; 2025Q1: 27,876 shares; 2025Q2: 28,397 shares; 2025Q3: 27,584 shares; 2025Q4: 29,066 shares; 2026Q1: 29,523 shares 29,523 $617K 0.13% +457 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,382 shares; 2025Q3: not reported; 2025Q4: 6,001 shares; 2026Q1: 6,544 shares 6,544 $617K 0.13% +543 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,524 shares; 2025Q2: 12,689 shares; 2025Q3: 11,399 shares; 2025Q4: 13,639 shares; 2026Q1: 13,677 shares 13,677 $616K 0.13% +38 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,798 shares; 2025Q1: 2,808 shares; 2025Q2: 3,185 shares; 2025Q3: 2,914 shares; 2025Q4: 3,583 shares; 2026Q1: 3,527 shares 3,527 $613K 0.13% -56 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,967 shares; 2024Q4: 11,513 shares; 2025Q1: 14,321 shares; 2025Q2: 17,403 shares; 2025Q3: 16,017 shares; 2025Q4: 26,801 shares; 2026Q1: 28,212 shares 28,212 $612K 0.13% +1,411 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: 7,168 shares; 2024Q4: 5,269 shares; 2025Q1: 5,994 shares; 2025Q2: 6,332 shares; 2025Q3: 6,157 shares; 2025Q4: 6,971 shares; 2026Q1: 6,540 shares 6,540 $610K 0.13% -431 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: 2,060 shares; 2025Q1: 1,714 shares; 2025Q2: 4,748 shares; 2025Q3: 1,714 shares; 2025Q4: 4,152 shares; 2026Q1: 4,152 shares 4,152 $603K 0.13% 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: 4,469 shares; 2024Q4: 4,512 shares; 2025Q1: 4,458 shares; 2025Q2: 4,933 shares; 2025Q3: 4,455 shares; 2025Q4: 4,668 shares; 2026Q1: 5,336 shares 5,336 $601K 0.12% +668 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: 3,741 shares; 2025Q3: 7,108 shares; 2025Q4: 6,369 shares; 2026Q1: 5,484 shares 5,484 $594K 0.12% -885 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: 2,536 shares; 2024Q4: 2,512 shares; 2025Q1: 2,526 shares; 2025Q2: 2,571 shares; 2025Q3: 2,503 shares; 2025Q4: 3,812 shares; 2026Q1: 3,757 shares 3,757 $591K 0.12% -55 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: 10,574 shares; 2024Q4: 22,695 shares; 2025Q1: 10,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,687 shares 37,687 $590K 0.12% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,771 shares; 2025Q1: 14,514 shares; 2025Q2: 17,867 shares; 2025Q3: 17,650 shares; 2025Q4: 25,991 shares; 2026Q1: 25,175 shares 25,175 $583K 0.12% -816 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,628 shares; 2025Q2: 10,980 shares; 2025Q3: 11,460 shares; 2025Q4: 22,769 shares; 2026Q1: 27,683 shares 27,683 $582K 0.12% +4,914 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 972 shares; 2025Q1: 993 shares; 2025Q2: 1,051 shares; 2025Q3: 937 shares; 2025Q4: 1,069 shares; 2026Q1: 987 shares 987 $581K 0.12% -82 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: not reported; 2025Q1: 5,798 shares; 2025Q2: 5,978 shares; 2025Q3: 6,939 shares; 2025Q4: 6,520 shares; 2026Q1: 5,840 shares 5,840 $578K 0.12% -680 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,651 shares; 2025Q1: 2,765 shares; 2025Q2: 3,244 shares; 2025Q3: 2,950 shares; 2025Q4: 2,894 shares; 2026Q1: 3,013 shares 3,013 $571K 0.12% +119 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,637 shares; 2025Q3: not reported; 2025Q4: 8,497 shares; 2026Q1: 7,635 shares 7,635 $552K 0.11% -862 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,436 shares; 2025Q3: not reported; 2025Q4: 4,522 shares; 2026Q1: 4,605 shares 4,605 $546K 0.11% +83 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: 10,984 shares; 2024Q4: 9,253 shares; 2025Q1: 10,318 shares; 2025Q2: 4,965 shares; 2025Q3: 3,894 shares; 2025Q4: 3,949 shares; 2026Q1: 3,516 shares 3,516 $546K 0.11% -433 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,289 shares; 2025Q1: 1,256 shares; 2025Q2: 1,405 shares; 2025Q3: 1,334 shares; 2025Q4: 1,652 shares; 2026Q1: 1,822 shares 1,822 $544K 0.11% +170 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,870 shares; 2025Q1: 2,292 shares; 2025Q2: 2,591 shares; 2025Q3: 2,437 shares; 2025Q4: 2,730 shares; 2026Q1: 2,924 shares 2,924 $541K 0.11% +194 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,848 shares; 2025Q1: 2,852 shares; 2025Q2: 3,774 shares; 2025Q3: 2,087 shares; 2025Q4: 1,775 shares; 2026Q1: 2,131 shares 2,131 $534K 0.11% +356 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,417 shares; 2025Q4: 14,267 shares; 2026Q1: 12,581 shares 12,581 $534K 0.11% -1,686 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,170 shares; 2025Q3: not reported; 2025Q4: 5,759 shares; 2026Q1: 6,020 shares 6,020 $533K 0.11% +261 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: 7,148 shares; 2024Q4: 6,910 shares; 2025Q1: 6,551 shares; 2025Q2: 6,642 shares; 2025Q3: 6,320 shares; 2025Q4: 6,466 shares; 2026Q1: 6,382 shares 6,382 $526K 0.11% -84 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,442 shares; 2025Q1: 2,625 shares; 2025Q2: 2,547 shares; 2025Q3: 2,328 shares; 2025Q4: 2,120 shares; 2026Q1: 1,886 shares 1,886 $524K 0.11% -234 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,754 shares; 2025Q3: not reported; 2025Q4: 10,905 shares; 2026Q1: 5,094 shares 5,094 $523K 0.11% -5,811 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,425 shares; 2025Q4: 40,326 shares; 2026Q1: 34,810 shares 34,810 $514K 0.11% -5,516 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE 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: 812 shares; 2025Q4: 929 shares; 2026Q1: 1,308 shares 1,308 $511K 0.11% +379 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: 3,257 shares; 2025Q1: 5,416 shares; 2025Q2: 5,237 shares; 2025Q3: 5,146 shares; 2025Q4: 3,599 shares; 2026Q1: 4,498 shares 4,498 $510K 0.11% +899 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 7,198 shares; 2025Q1: 7,206 shares; 2025Q2: 7,963 shares; 2025Q3: 7,377 shares; 2025Q4: 8,606 shares; 2026Q1: 8,644 shares 8,644 $505K 0.1% +38 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: 1,628 shares; 2024Q4: 1,588 shares; 2025Q1: 1,257 shares; 2025Q2: 1,256 shares; 2025Q3: 1,155 shares; 2025Q4: 1,125 shares; 2026Q1: 1,087 shares 1,087 $501K 0.1% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,014 shares; 2026Q1: 7,031 shares 7,031 $499K 0.1% +17 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 2,379 shares; 2026Q1: 2,347 shares 2,347 $496K 0.1% -32 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 8,540 shares; 2025Q1: 9,448 shares; 2025Q2: 10,554 shares; 2025Q3: 6,376 shares; 2025Q4: 6,890 shares; 2026Q1: 6,908 shares 6,908 $494K 0.1% +18 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 5,668 shares; 2025Q1: 6,990 shares; 2025Q2: 7,677 shares; 2025Q3: 7,519 shares; 2025Q4: 8,831 shares; 2026Q1: 8,742 shares 8,742 $488K 0.1% -89 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,391 shares; 2025Q4: 5,949 shares; 2026Q1: 3,333 shares 3,333 $488K 0.1% -2,616 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 1,162 shares; 2025Q1: 2,668 shares; 2025Q2: 2,587 shares; 2025Q3: 3,011 shares; 2025Q4: 2,780 shares; 2026Q1: 2,469 shares 2,469 $486K 0.1% -311 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: 5,720 shares; 2024Q4: 5,678 shares; 2025Q1: 5,626 shares; 2025Q2: 6,052 shares; 2025Q3: 5,755 shares; 2025Q4: 6,817 shares; 2026Q1: 7,473 shares 7,473 $483K 0.1% +656 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,850 shares; 2025Q3: not reported; 2025Q4: 9,061 shares; 2026Q1: 8,363 shares 8,363 $482K 0.1% -698 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,014 shares; 2025Q1: 5,017 shares; 2025Q2: 4,322 shares; 2025Q3: 2,098 shares; 2025Q4: 1,825 shares; 2026Q1: 1,693 shares 1,693 $473K 0.1% -132 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: 1,466 shares; 2024Q4: 1,476 shares; 2025Q1: 1,517 shares; 2025Q2: 1,492 shares; 2025Q3: 1,339 shares; 2025Q4: 1,340 shares; 2026Q1: 1,406 shares 1,406 $469K 0.1% +66 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,041 shares; 2025Q3: not reported; 2025Q4: 6,185 shares; 2026Q1: 6,229 shares 6,229 $468K 0.1% +44 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 3,361 shares; 2025Q1: 5,770 shares; 2025Q2: 5,967 shares; 2025Q3: 8,287 shares; 2025Q4: 8,848 shares; 2026Q1: 7,462 shares 7,462 $462K 0.1% -1,386 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: 4,500 shares; 2024Q4: 3,922 shares; 2025Q1: 4,026 shares; 2025Q2: 5,209 shares; 2025Q3: 4,323 shares; 2025Q4: 5,649 shares; 2026Q1: 6,027 shares 6,027 $458K 0.1% +378 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,682 shares; 2025Q4: 6,689 shares; 2026Q1: 8,767 shares 8,767 $456K 0.09% +2,078 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: 7,758 shares; 2024Q4: 7,528 shares; 2025Q1: 7,209 shares; 2025Q2: 14,633 shares; 2025Q3: 6,775 shares; 2025Q4: 6,946 shares; 2026Q1: 6,890 shares 6,890 $455K 0.09% -56 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,403 shares; 2025Q3: 3,054 shares; 2025Q4: 2,660 shares; 2026Q1: 2,259 shares 2,259 $452K 0.09% -401 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,351 shares; 2024Q4: 24,747 shares; 2025Q1: 23,521 shares; 2025Q2: 23,002 shares; 2025Q3: 22,103 shares; 2025Q4: 23,141 shares; 2026Q1: 22,843 shares 22,843 $451K 0.09% -298 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 9,522 shares; 2025Q4: 9,360 shares; 2026Q1: 8,222 shares 8,222 $449K 0.09% -1,138 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 6,979 shares 6,979 $448K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: not reported; 2025Q4: 7,786 shares; 2026Q1: 7,815 shares 7,815 $442K 0.09% +29 Timeline EMLC 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: 16,213 shares; 2024Q4: 15,746 shares; 2025Q1: 16,282 shares; 2025Q2: 16,548 shares; 2025Q3: 16,128 shares; 2025Q4: 17,034 shares; 2026Q1: 17,319 shares 17,319 $435K 0.09% +285 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: 3,383 shares; 2024Q4: 3,331 shares; 2025Q1: 3,378 shares; 2025Q2: 3,370 shares; 2025Q3: 2,952 shares; 2025Q4: 2,719 shares; 2026Q1: 2,223 shares 2,223 $432K 0.09% -496 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,433 shares; 2024Q4: 17,697 shares; 2025Q1: 16,863 shares; 2025Q2: 16,968 shares; 2025Q3: 16,240 shares; 2025Q4: 16,541 shares; 2026Q1: 16,440 shares 16,440 $428K 0.09% -101 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,904 shares; 2025Q1: 2,837 shares; 2025Q2: not reported; 2025Q3: 2,944 shares; 2025Q4: 3,672 shares; 2026Q1: 5,754 shares 5,754 $428K 0.09% +2,082 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2025Q4: 10,025 shares; 2026Q1: 25,446 shares 25,446 $425K 0.09% +15,421 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,613 shares 4,613 $420K 0.09% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 634 shares; 2025Q3: 573 shares; 2025Q4: 479 shares; 2026Q1: 424 shares 424 $416K 0.09% -55 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,710 shares; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,705 shares 1,705 $413K 0.09% +5 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 9,339 shares; 2025Q4: 9,126 shares; 2026Q1: 7,986 shares 7,986 $413K 0.09% -1,140 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: 16,172 shares; 2025Q3: not reported; 2025Q4: 16,456 shares; 2026Q1: 16,456 shares 16,456 $407K 0.08% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,923 shares; 2025Q3: not reported; 2025Q4: 11,148 shares; 2026Q1: 11,190 shares 11,190 $402K 0.08% +42 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,380 shares; 2025Q1: 4,485 shares; 2025Q2: 6,559 shares; 2025Q3: 3,907 shares; 2025Q4: 3,678 shares; 2026Q1: 3,119 shares 3,119 $402K 0.08% -559 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,785 shares; 2025Q1: 1,734 shares; 2025Q2: 1,875 shares; 2025Q3: 1,787 shares; 2025Q4: 2,094 shares; 2026Q1: 2,357 shares 2,357 $401K 0.08% +263 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,120 shares; 2026Q1: 11,588 shares 11,588 $400K 0.08% +468 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: not reported; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,184 shares; 2025Q3: 1,121 shares; 2025Q4: 1,049 shares; 2026Q1: 1,005 shares 1,005 $400K 0.08% -44 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 188 shares; 2025Q3: 122 shares; 2025Q4: 142 shares; 2026Q1: 95 shares 95 $399K 0.08% -47 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: 9,061 shares; 2024Q4: 8,897 shares; 2025Q1: 8,627 shares; 2025Q2: 8,663 shares; 2025Q3: 8,230 shares; 2025Q4: 8,470 shares; 2026Q1: 8,474 shares 8,474 $398K 0.08% +4 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,706 shares; 2025Q4: 7,577 shares; 2026Q1: 6,692 shares 6,692 $397K 0.08% -885 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: 5,403 shares; 2025Q4: 1,756 shares; 2026Q1: 1,658 shares 1,658 $395K 0.08% -98 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: 2,072 shares; 2024Q4: 2,080 shares; 2025Q1: 2,060 shares; 2025Q2: 2,069 shares; 2025Q3: 2,033 shares; 2025Q4: 2,034 shares; 2026Q1: 2,028 shares 2,028 $391K 0.08% -6 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: 522 shares; 2024Q4: 524 shares; 2025Q1: 221 shares; 2025Q2: 228 shares; 2025Q3: 317 shares; 2025Q4: 949 shares; 2026Q1: 820 shares 820 $389K 0.08% -129 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 5,213 shares; 2025Q1: 2,903 shares; 2025Q2: 5,530 shares; 2025Q3: 2,704 shares; 2025Q4: 3,120 shares; 2026Q1: 3,086 shares 3,086 $387K 0.08% -34 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,738 shares; 2025Q1: 1,788 shares; 2025Q2: 1,865 shares; 2025Q3: 1,664 shares; 2025Q4: 1,449 shares; 2026Q1: 1,847 shares 1,847 $386K 0.08% +398 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 237 shares; 2025Q1: 459 shares; 2025Q2: 439 shares; 2025Q3: 426 shares; 2025Q4: 378 shares; 2026Q1: 332 shares 332 $385K 0.08% -46 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: 1,949 shares 1,949 $384K 0.08% new Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,501 shares; 2024Q4: 23,636 shares; 2025Q1: 23,370 shares; 2025Q2: 20,550 shares; 2025Q3: 19,421 shares; 2025Q4: 19,383 shares; 2026Q1: 18,358 shares 18,358 $384K 0.08% -1,025 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 13,879 shares; 2025Q1: 17,917 shares; 2025Q2: 18,149 shares; 2025Q3: 16,005 shares; 2025Q4: 14,687 shares; 2026Q1: 13,294 shares 13,294 $382K 0.08% -1,393 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,777 shares; 2025Q4: 38,475 shares; 2026Q1: 33,695 shares 33,695 $380K 0.08% -4,780 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,296 shares; 2025Q1: 1,310 shares; 2025Q2: 1,324 shares; 2025Q3: 1,266 shares; 2025Q4: 929 shares; 2026Q1: 931 shares 931 $379K 0.08% +2 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: 5,724 shares; 2025Q2: 5,886 shares; 2025Q3: 5,032 shares; 2025Q4: 4,672 shares; 2026Q1: 4,220 shares 4,220 $378K 0.08% -452 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,214 shares; 2025Q3: 2,696 shares; 2025Q4: 4,357 shares; 2026Q1: 4,070 shares 4,070 $377K 0.08% -287 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,145 shares; 2025Q3: 2,774 shares; 2025Q4: 2,782 shares; 2026Q1: 3,428 shares 3,428 $377K 0.08% +646 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,370 shares; 2025Q1: 3,350 shares; 2025Q2: 4,003 shares; 2025Q3: 3,713 shares; 2025Q4: 2,896 shares; 2026Q1: 4,069 shares 4,069 $375K 0.08% +1,173 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: 3,401 shares; 2025Q3: not reported; 2025Q4: 3,857 shares; 2026Q1: 3,864 shares 3,864 $373K 0.08% +7 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: 1,726 shares; 2024Q4: 1,743 shares; 2025Q1: 1,727 shares; 2025Q2: 1,880 shares; 2025Q3: 1,769 shares; 2025Q4: 2,118 shares; 2026Q1: 2,190 shares 2,190 $371K 0.08% +72 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,456 shares; 2025Q4: 6,436 shares; 2026Q1: 5,609 shares 5,609 $369K 0.08% -827 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: 2,666 shares; 2025Q4: 2,619 shares; 2026Q1: 3,103 shares 3,103 $368K 0.08% +484 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,945 shares; 2025Q4: 6,829 shares; 2026Q1: 5,997 shares 5,997 $366K 0.08% -832 Timeline ECVT ECOVYST INC More: the full row for ECOVYST 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: 33,113 shares; 2025Q4: 32,490 shares; 2026Q1: 28,441 shares 28,441 $366K 0.08% -4,049 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,488 shares 1,488 $364K 0.08% new Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,201 shares; 2025Q2: 12,601 shares; 2025Q3: 11,457 shares; 2025Q4: 10,144 shares; 2026Q1: 8,691 shares 8,691 $363K 0.08% -1,453 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,304 shares; 2025Q1: 1,772 shares; 2025Q2: 1,839 shares; 2025Q3: 1,979 shares; 2025Q4: 1,976 shares; 2026Q1: 1,710 shares 1,710 $362K 0.08% -266 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: 4,455 shares; 2024Q4: 4,467 shares; 2025Q1: 6,269 shares; 2025Q2: 6,006 shares; 2025Q3: 5,411 shares; 2025Q4: 4,654 shares; 2026Q1: 5,690 shares 5,690 $357K 0.07% +1,036 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 598 shares; 2026Q1: 546 shares 546 $357K 0.07% -52 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,870 shares; 2025Q1: 12,119 shares; 2025Q2: 12,280 shares; 2025Q3: 11,945 shares; 2025Q4: 12,612 shares; 2026Q1: 12,817 shares 12,817 $357K 0.07% +205 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares 1,531 $350K 0.07% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,595 shares; 2025Q3: not reported; 2025Q4: 3,648 shares; 2026Q1: 3,601 shares 3,601 $350K 0.07% -47 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2025Q4: not reported; 2026Q1: 13,534 shares 13,534 $346K 0.07% new 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: 1,504 shares; 2024Q4: 1,506 shares; 2025Q1: 1,882 shares; 2025Q2: 1,947 shares; 2025Q3: 1,876 shares; 2025Q4: 547 shares; 2026Q1: 693 shares 693 $346K 0.07% +146 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,679 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,259 shares 5,259 $343K 0.07% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 3,257 shares; 2026Q1: 3,517 shares 3,517 $342K 0.07% +260 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: 923 shares; 2026Q1: 1,307 shares 1,307 $338K 0.07% +384 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,512 shares; 2025Q1: 3,561 shares; 2025Q2: 3,800 shares; 2025Q3: 3,170 shares; 2025Q4: 3,391 shares; 2026Q1: 3,362 shares 3,362 $337K 0.07% -29 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,257 shares; 2025Q4: 5,152 shares; 2026Q1: 4,515 shares 4,515 $336K 0.07% -637 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,637 shares; 2025Q4: 4,647 shares; 2026Q1: 4,163 shares 4,163 $334K 0.07% -484 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,432 shares; 2025Q1: 11,522 shares; 2025Q2: 11,413 shares; 2025Q3: 10,747 shares; 2025Q4: 11,136 shares; 2026Q1: 11,081 shares 11,081 $332K 0.07% -55 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: 2,481 shares; 2024Q4: 2,432 shares; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 1,314 shares; 2025Q4: 1,274 shares; 2026Q1: 1,422 shares 1,422 $332K 0.07% +148 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,024 shares; 2025Q1: 3,706 shares; 2025Q2: 3,854 shares; 2025Q3: 3,726 shares; 2025Q4: 3,901 shares; 2026Q1: 4,534 shares 4,534 $331K 0.07% +633 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,181 shares; 2026Q1: 1,421 shares 1,421 $328K 0.07% +240 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,502 shares; 2025Q3: not reported; 2025Q4: 9,013 shares; 2026Q1: 4,248 shares 4,248 $328K 0.07% -4,765 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: 8,821 shares; 2025Q3: 5,588 shares; 2025Q4: 7,902 shares; 2026Q1: 7,302 shares 7,302 $326K 0.07% -600 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 4,177 shares; 2025Q1: 3,077 shares; 2025Q2: 2,913 shares; 2025Q3: 2,592 shares; 2025Q4: 1,791 shares; 2026Q1: 1,544 shares 1,544 $324K 0.07% -247 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: 5,669 shares; 2024Q4: 4,427 shares; 2025Q1: 4,454 shares; 2025Q2: 5,184 shares; 2025Q3: 4,441 shares; 2025Q4: not reported; 2026Q1: 1,774 shares 1,774 $323K 0.07% new 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: 9,651 shares; 2024Q4: 9,676 shares; 2025Q1: 7,048 shares; 2025Q2: 7,290 shares; 2025Q3: 5,708 shares; 2025Q4: 5,691 shares; 2026Q1: 4,921 shares 4,921 $322K 0.07% -770 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,294 shares; 2025Q1: 2,341 shares; 2025Q2: 2,331 shares; 2025Q3: 2,278 shares; 2025Q4: 1,563 shares; 2026Q1: 1,581 shares 1,581 $322K 0.07% +18 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 631 shares; 2025Q1: 670 shares; 2025Q2: 695 shares; 2025Q3: 651 shares; 2025Q4: 663 shares; 2026Q1: 596 shares 596 $321K 0.07% -67 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares; 2026Q1: 2,697 shares 2,697 $320K 0.07% -996 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,350 shares; 2025Q1: not reported; 2025Q2: 3,076 shares; 2025Q3: 2,901 shares; 2025Q4: 2,947 shares; 2026Q1: 2,912 shares 2,912 $319K 0.07% -35 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares; 2025Q4: 4,750 shares; 2026Q1: 4,212 shares 4,212 $318K 0.07% -538 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,686 shares; 2025Q1: 2,635 shares; 2025Q2: 2,910 shares; 2025Q3: 2,707 shares; 2025Q4: 3,210 shares; 2026Q1: 3,387 shares 3,387 $317K 0.07% +177 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares 606 $317K 0.07% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 538 shares; 2025Q4: 529 shares; 2026Q1: 230 shares 230 $317K 0.07% -299 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 2,951 shares; 2025Q1: not reported; 2025Q2: 2,852 shares; 2025Q3: 2,813 shares; 2025Q4: 3,834 shares; 2026Q1: 3,995 shares 3,995 $314K 0.07% +161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,414 shares; 2026Q1: 3,269 shares 3,269 $314K 0.07% -145 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 29,737 shares; 2025Q1: 29,253 shares; 2025Q2: 24,294 shares; 2025Q3: 22,956 shares; 2025Q4: 22,879 shares; 2026Q1: 21,635 shares 21,635 $313K 0.06% -1,244 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 445 shares 445 $311K 0.06% +6 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,852 shares; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 3,149 shares; 2025Q4: 1,554 shares; 2026Q1: 1,527 shares 1,527 $310K 0.06% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,930 shares; 2025Q3: not reported; 2025Q4: 3,252 shares; 2026Q1: 3,267 shares 3,267 $309K 0.06% +15 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to 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: 9,800 shares 9,800 $309K 0.06% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares 920 $304K 0.06% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 1,702 shares; 2026Q1: 1,487 shares 1,487 $303K 0.06% -215 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,010 shares; 2025Q3: 836 shares; 2025Q4: 726 shares; 2026Q1: 625 shares 625 $303K 0.06% -101 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 10,278 shares; 2025Q3: 9,719 shares; 2025Q4: 9,696 shares; 2026Q1: 9,180 shares 9,180 $302K 0.06% -516 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: 2,020 shares; 2024Q4: 2,034 shares; 2025Q1: 2,058 shares; 2025Q2: 2,165 shares; 2025Q3: 1,644 shares; 2025Q4: 1,617 shares; 2026Q1: 1,442 shares 1,442 $301K 0.06% -175 Timeline IWD 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: 1,389 shares; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 1,408 shares 1,408 $301K 0.06% +6 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,800 shares; 2025Q1: 5,922 shares; 2025Q2: 6,267 shares; 2025Q3: 5,603 shares; 2025Q4: 5,514 shares; 2026Q1: 4,845 shares 4,845 $299K 0.06% -669 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 13,652 shares; 2025Q1: 13,844 shares; 2025Q2: 13,700 shares; 2025Q3: 13,343 shares; 2025Q4: 13,942 shares; 2026Q1: 14,284 shares 14,284 $296K 0.06% +342 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,313 shares; 2025Q4: 5,253 shares; 2026Q1: 4,771 shares 4,771 $295K 0.06% -482 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,852 shares; 2025Q3: 6,483 shares; 2025Q4: 6,468 shares; 2026Q1: 6,108 shares 6,108 $295K 0.06% -360 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 765 shares; 2026Q1: 1,037 shares 1,037 $294K 0.06% +272 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: 3,887 shares; 2024Q4: 3,712 shares; 2025Q1: 3,575 shares; 2025Q2: 3,493 shares; 2025Q3: 3,378 shares; 2025Q4: 3,446 shares; 2026Q1: 3,452 shares 3,452 $292K 0.06% +6 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,388 shares; 2025Q4: 1,688 shares; 2026Q1: 1,767 shares 1,767 $290K 0.06% +79 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 834 shares; 2025Q1: 777 shares; 2025Q2: 776 shares; 2025Q3: 1,069 shares; 2025Q4: 3,940 shares; 2026Q1: 2,768 shares 2,768 $289K 0.06% -1,172 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,949 shares; 2026Q1: 1,684 shares 1,684 $289K 0.06% -265 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares; 2025Q3: 3,563 shares; 2025Q4: 2,864 shares; 2026Q1: 2,604 shares 2,604 $288K 0.06% -260 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,956 shares; 2025Q1: 1,970 shares; 2025Q2: 2,056 shares; 2025Q3: 3,661 shares; 2025Q4: 3,632 shares; 2026Q1: 1,883 shares 1,883 $287K 0.06% -1,749 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares 393 $287K 0.06% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: 1,385 shares 1,385 $286K 0.06% -187 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: 3,941 shares; 2025Q4: 3,928 shares; 2026Q1: 3,413 shares 3,413 $286K 0.06% -515 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 165 shares; 2025Q1: 159 shares; 2025Q2: 160 shares; 2025Q3: 154 shares; 2025Q4: 160 shares; 2026Q1: 165 shares 165 $285K 0.06% +5 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,854 shares; 2026Q1: 2,997 shares 2,997 $284K 0.06% +143 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 10,124 shares; 2025Q4: 9,880 shares; 2026Q1: 8,667 shares 8,667 $284K 0.06% -1,213 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,329 shares 6,329 $282K 0.06% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,621 shares; 2025Q1: 3,642 shares; 2025Q2: 1,535 shares; 2025Q3: 1,265 shares; 2025Q4: 1,137 shares; 2026Q1: 1,043 shares 1,043 $282K 0.06% -94 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,052 shares; 2024Q4: 11,481 shares; 2025Q1: 10,832 shares; 2025Q2: 10,893 shares; 2025Q3: 10,246 shares; 2025Q4: 10,421 shares; 2026Q1: 10,293 shares 10,293 $282K 0.06% -128 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,874 shares; 2025Q3: 3,547 shares; 2025Q4: 4,024 shares; 2026Q1: 3,028 shares 3,028 $282K 0.06% -996 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares; 2026Q1: 1,740 shares 1,740 $281K 0.06% +84 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,687 shares; 2026Q1: 6,949 shares 6,949 $281K 0.06% +262 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: 5,147 shares; 2024Q4: 5,007 shares; 2025Q1: 2,794 shares; 2025Q2: 2,755 shares; 2025Q3: 2,603 shares; 2025Q4: 2,669 shares; 2026Q1: 2,648 shares 2,648 $278K 0.06% -21 Timeline STGW STAGWELL INC More: the full row for STAGWELL 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: 51,392 shares; 2025Q4: 49,950 shares; 2026Q1: 44,154 shares 44,154 $278K 0.06% -5,796 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,609 shares; 2025Q1: 2,645 shares; 2025Q2: 2,747 shares; 2025Q3: 2,751 shares; 2025Q4: not reported; 2026Q1: 882 shares 882 $277K 0.06% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,130 shares; 2025Q1: 2,034 shares; 2025Q2: 2,051 shares; 2025Q3: 2,014 shares; 2025Q4: 1,979 shares; 2026Q1: 2,060 shares 2,060 $275K 0.06% +81 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: 5,309 shares; 2024Q4: 5,372 shares; 2025Q1: 5,483 shares; 2025Q2: 5,790 shares; 2025Q3: 4,317 shares; 2025Q4: 4,256 shares; 2026Q1: 3,747 shares 3,747 $274K 0.06% -509 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 11,218 shares; 2025Q1: 11,197 shares; 2025Q2: 21,791 shares; 2025Q3: 20,701 shares; 2025Q4: 20,649 shares; 2026Q1: 19,726 shares 19,726 $272K 0.06% -923 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,397 shares; 2026Q1: 2,262 shares 2,262 $272K 0.06% -135 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,372 shares; 2024Q4: 76,960 shares; 2025Q1: 75,456 shares; 2025Q2: 74,549 shares; 2025Q3: 71,372 shares; 2025Q4: 73,669 shares; 2026Q1: 73,699 shares 73,699 $269K 0.06% +30 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS 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: 5,301 shares; 2025Q4: 5,311 shares; 2026Q1: 5,091 shares 5,091 $269K 0.06% -220 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,157 shares 1,157 $267K 0.06% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 1,453 shares; 2025Q4: 1,658 shares; 2026Q1: 1,769 shares 1,769 $265K 0.05% +111 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,463 shares; 2026Q1: 1,279 shares 1,279 $264K 0.05% -184 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: 9,155 shares; 2025Q1: 8,767 shares; 2025Q2: 12,632 shares; 2025Q3: not reported; 2025Q4: 9,012 shares; 2026Q1: 9,110 shares 9,110 $264K 0.05% +98 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: 1,596 shares; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 802 shares 802 $264K 0.05% -308 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,876 shares; 2026Q1: 9,271 shares 9,271 $264K 0.05% +395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 441 shares 441 $264K 0.05% +4 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,219 shares; 2025Q1: not reported; 2025Q2: 7,828 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,954 shares 8,954 $263K 0.05% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 987 shares; 2026Q1: 863 shares 863 $262K 0.05% -124 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 5,811 shares; 2025Q1: 5,780 shares; 2025Q2: 7,385 shares; 2025Q3: 6,257 shares; 2025Q4: 4,441 shares; 2026Q1: 7,069 shares 7,069 $260K 0.05% +2,628 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 634 shares; 2025Q1: 609 shares; 2025Q2: 622 shares; 2025Q3: 610 shares; 2025Q4: 569 shares; 2026Q1: 593 shares 593 $259K 0.05% +24 Timeline GAU GALIANO GOLD INC More: the full row for GALIANO GOLD 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: 114,079 shares; 2025Q3: 108,548 shares; 2025Q4: 108,782 shares; 2026Q1: 103,009 shares 103,009 $259K 0.05% -5,773 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,199 shares; 2025Q1: 14,045 shares; 2025Q2: 16,058 shares; 2025Q3: 14,923 shares; 2025Q4: 16,920 shares; 2026Q1: 15,840 shares 15,840 $258K 0.05% -1,080 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 5,530 shares; 2026Q1: 4,777 shares 4,777 $257K 0.05% -753 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,419 shares; 2025Q4: 4,421 shares; 2026Q1: 3,830 shares 3,830 $257K 0.05% -591 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,002 shares; 2025Q1: 739 shares; 2025Q2: 770 shares; 2025Q3: 504 shares; 2025Q4: 510 shares; 2026Q1: 453 shares 453 $255K 0.05% -57 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,806 shares; 2025Q1: 2,910 shares; 2025Q2: 3,009 shares; 2025Q3: 3,327 shares; 2025Q4: 3,299 shares; 2026Q1: 2,892 shares 2,892 $253K 0.05% -407 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares 2,444 $253K 0.05% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 2,183 shares; 2025Q3: 1,945 shares; 2025Q4: 1,675 shares; 2026Q1: 1,438 shares 1,438 $251K 0.05% -237 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: not reported; 2025Q4: not reported; 2026Q1: 462 shares 462 $251K 0.05% new Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 10,940 shares; 2025Q1: 10,758 shares; 2025Q2: not reported; 2025Q3: 7,735 shares; 2025Q4: 7,707 shares; 2026Q1: 7,291 shares 7,291 $250K 0.05% -416 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: 3,470 shares; 2025Q3: not reported; 2025Q4: 1,993 shares; 2026Q1: 2,343 shares 2,343 $250K 0.05% +350 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: 7,436 shares; 2024Q4: 7,522 shares; 2025Q1: 7,633 shares; 2025Q2: 8,105 shares; 2025Q3: 5,203 shares; 2025Q4: 5,118 shares; 2026Q1: 4,475 shares 4,475 $249K 0.05% -643 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,078 shares; 2025Q4: 7,082 shares; 2026Q1: 6,138 shares 6,138 $249K 0.05% -944 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 574 shares; 2025Q1: 552 shares; 2025Q2: 566 shares; 2025Q3: 552 shares; 2025Q4: 564 shares; 2026Q1: 584 shares 584 $249K 0.05% +20 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,958 shares; 2025Q2: 3,778 shares; 2025Q3: 3,391 shares; 2025Q4: 2,817 shares; 2026Q1: 2,483 shares 2,483 $249K 0.05% -334 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: 1,998 shares; 2025Q4: 1,993 shares; 2026Q1: 1,723 shares 1,723 $248K 0.05% -270 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: 4,028 shares; 2025Q4: 3,973 shares; 2026Q1: 3,481 shares 3,481 $248K 0.05% -492 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: 8,859 shares; 2024Q4: 8,926 shares; 2025Q1: 8,960 shares; 2025Q2: 9,349 shares; 2025Q3: 8,892 shares; 2025Q4: not reported; 2026Q1: 1,771 shares 1,771 $247K 0.05% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,730 shares; 2025Q1: not reported; 2025Q2: 3,195 shares; 2025Q3: 2,963 shares; 2025Q4: 3,699 shares; 2026Q1: 3,824 shares 3,824 $245K 0.05% +125 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,165 shares; 2025Q1: 1,849 shares; 2025Q2: 1,910 shares; 2025Q3: 2,579 shares; 2025Q4: 2,318 shares; 2026Q1: 2,042 shares 2,042 $244K 0.05% -276 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: 10,962 shares; 2025Q3: 9,422 shares; 2025Q4: 7,232 shares; 2026Q1: 5,961 shares 5,961 $243K 0.05% -1,271 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,414 shares; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $236K 0.05% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 697 shares 697 $236K 0.05% +34 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,726 shares; 2026Q1: 2,749 shares 2,749 $235K 0.05% +23 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: 2,902 shares; 2026Q1: 2,592 shares 2,592 $234K 0.05% -310 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,955 shares; 2025Q1: 6,084 shares; 2025Q2: 6,422 shares; 2025Q3: 5,696 shares; 2025Q4: 5,629 shares; 2026Q1: 5,049 shares 5,049 $234K 0.05% -580 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 10,697 shares 10,697 $233K 0.05% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,330 shares; 2025Q1: 2,053 shares; 2025Q2: 2,123 shares; 2025Q3: 1,749 shares; 2025Q4: 1,724 shares; 2026Q1: 1,520 shares 1,520 $233K 0.05% -204 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 10,612 shares; 2025Q1: 11,301 shares; 2025Q2: 10,827 shares; 2025Q3: 9,779 shares; 2025Q4: 8,144 shares; 2026Q1: 7,233 shares 7,233 $232K 0.05% -911 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: 4,101 shares; 2026Q1: 4,051 shares 4,051 $231K 0.05% -50 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: 3,544 shares 3,544 $231K 0.05% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 895 shares; 2026Q1: 796 shares 796 $230K 0.05% -99 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,609 shares; 2025Q1: 6,656 shares; 2025Q2: 6,823 shares; 2025Q3: 6,782 shares; 2025Q4: 4,465 shares; 2026Q1: 4,799 shares 4,799 $230K 0.05% +334 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: 1,634 shares; 2025Q3: 1,448 shares; 2025Q4: 1,557 shares; 2026Q1: 913 shares 913 $229K 0.05% -644 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 873 shares; 2026Q1: 829 shares 829 $227K 0.05% -44 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 886 shares; 2026Q1: 777 shares 777 $226K 0.05% -109 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,194 shares; 2025Q1: 1,146 shares; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 1,105 shares; 2026Q1: 1,096 shares 1,096 $226K 0.05% -9 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK 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: 4,722 shares; 2025Q4: 4,728 shares; 2026Q1: 4,166 shares 4,166 $222K 0.05% -562 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: 2,969 shares; 2024Q4: not reported; 2025Q1: 2,926 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,386 shares 2,386 $222K 0.05% new 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: 5,666 shares; 2024Q4: 5,507 shares; 2025Q1: 5,271 shares; 2025Q2: 5,323 shares; 2025Q3: 5,255 shares; 2025Q4: 6,387 shares; 2026Q1: 6,638 shares 6,638 $220K 0.05% +251 Timeline PVI 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: 8,603 shares; 2024Q4: 8,670 shares; 2025Q1: 8,713 shares; 2025Q2: 8,590 shares; 2025Q3: 8,062 shares; 2025Q4: 8,420 shares; 2026Q1: 8,811 shares 8,811 $219K 0.05% +391 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,784 shares 1,784 $219K 0.05% new 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: 6,145 shares; 2026Q1: 6,157 shares 6,157 $219K 0.05% +12 Timeline AIP ARTERIS INC More: the full row for ARTERIS 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: 13,223 shares 13,223 $217K 0.05% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,889 shares; 2025Q3: 3,673 shares; 2025Q4: 3,740 shares; 2026Q1: 3,725 shares 3,725 $215K 0.04% -15 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: 5,147 shares; 2024Q4: 4,940 shares; 2025Q1: 4,667 shares; 2025Q2: 4,689 shares; 2025Q3: 4,415 shares; 2025Q4: 4,495 shares; 2026Q1: 4,445 shares 4,445 $214K 0.04% -50 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,908 shares; 2025Q4: 3,788 shares; 2026Q1: 3,393 shares 3,393 $213K 0.04% -395 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: 2,673 shares; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 1,710 shares 1,710 $213K 0.04% -18 Timeline VTEI 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: not reported; 2025Q4: 2,069 shares; 2026Q1: 2,125 shares 2,125 $212K 0.04% +56 Timeline EPAM EPAM SYS INC More: the full row for EPAM 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: 1,793 shares; 2025Q4: 1,787 shares; 2026Q1: 1,566 shares 1,566 $212K 0.04% -221 Timeline MTN VAIL RESORTS INC More: the full row for VAIL 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: 1,896 shares; 2025Q4: 1,879 shares; 2026Q1: 1,651 shares 1,651 $212K 0.04% -228 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,341 shares; 2025Q1: 2,306 shares; 2025Q2: 2,562 shares; 2025Q3: 2,389 shares; 2025Q4: not reported; 2026Q1: 3,189 shares 3,189 $212K 0.04% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 2,494 shares; 2026Q1: 2,199 shares 2,199 $211K 0.04% -295 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,177 shares 1,177 $209K 0.04% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,495 shares; 2025Q1: 3,674 shares; 2025Q2: 3,801 shares; 2025Q3: 3,519 shares; 2025Q4: 3,527 shares; 2026Q1: 3,095 shares 3,095 $209K 0.04% -432 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,033 shares; 2025Q1: 1,353 shares; 2025Q2: 833 shares; 2025Q3: 805 shares; 2025Q4: 803 shares; 2026Q1: 695 shares 695 $209K 0.04% -108 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,046 shares; 2024Q4: 10,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 1,593 shares 1,593 $209K 0.04% -88 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING 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: 5,101 shares; 2025Q4: 4,915 shares; 2026Q1: 4,336 shares 4,336 $207K 0.04% -579 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 3,610 shares 3,610 $206K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: 702 shares 702 $205K 0.04% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,804 shares; 2024Q4: 12,216 shares; 2025Q1: 20,715 shares; 2025Q2: 24,151 shares; 2025Q3: 22,014 shares; 2025Q4: 25,519 shares; 2026Q1: 30,862 shares 30,862 $205K 0.04% +5,343 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS 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: 2,279 shares; 2025Q4: 2,235 shares; 2026Q1: 1,977 shares 1,977 $205K 0.04% -258 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,635 shares; 2025Q3: 1,450 shares; 2025Q4: 1,307 shares; 2026Q1: 1,147 shares 1,147 $204K 0.04% -160 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,511 shares; 2025Q1: 4,524 shares; 2025Q2: 4,749 shares; 2025Q3: 4,456 shares; 2025Q4: 4,452 shares; 2026Q1: 1,263 shares 1,263 $203K 0.04% -3,189 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 388 shares 388 $203K 0.04% new 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: not reported; 2025Q4: 3,047 shares; 2026Q1: 3,004 shares 3,004 $203K 0.04% -43 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,101 shares; 2026Q1: 1,491 shares 1,491 $203K 0.04% -5,610 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 989 shares; 2025Q4: not reported; 2026Q1: 819 shares 819 $202K 0.04% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares 412 $202K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: 712 shares 712 $200K 0.04% new Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS 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: 12,595 shares 12,595 $193K 0.04% new Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,461 shares; 2025Q1: not reported; 2025Q2: 17,998 shares; 2025Q3: 14,871 shares; 2025Q4: 15,509 shares; 2026Q1: 11,332 shares 11,332 $183K 0.04% -4,177 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: 6,804 shares; 2025Q3: 12,278 shares; 2025Q4: 11,723 shares; 2026Q1: 10,405 shares 10,405 $175K 0.04% -1,318 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 11,797 shares 11,797 $170K 0.04% new Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to 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: 12,073 shares 12,073 $168K 0.03% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,359 shares; 2025Q2: 53,890 shares; 2025Q3: 48,415 shares; 2025Q4: 40,304 shares; 2026Q1: 35,551 shares 35,551 $164K 0.03% -4,753 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 17,797 shares 17,797 $161K 0.03% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL 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: 16,801 shares 16,801 $153K 0.03% new Timeline TDUP THREDUP INC More: the full row for THREDUP 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: 40,177 shares 40,177 $132K 0.03% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,890 shares; 2025Q3: 14,479 shares; 2025Q4: 14,868 shares; 2026Q1: 14,398 shares 14,398 $126K 0.03% -470 Timeline HNNA HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS 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: 13,913 shares; 2025Q3: 13,383 shares; 2025Q4: 13,368 shares; 2026Q1: 12,860 shares 12,860 $125K 0.03% -508 Timeline ASTL ALGOMA STL GROUP INC More: the full row for ALGOMA STL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 15,013 shares; 2025Q1: 14,776 shares; 2025Q2: 25,960 shares; 2025Q3: 24,397 shares; 2025Q4: 23,643 shares; 2026Q1: 22,388 shares 22,388 $92.5K 0.02% -1,255 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC 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: 11,084 shares; 2025Q4: 11,494 shares; 2026Q1: 12,820 shares 12,820 $84.4K 0.02% +1,326 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY 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: not reported; 2025Q4: not reported; 2026Q1: 16,069 shares 16,069 $79.7K 0.02% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 11,771 shares; 2025Q3: 11,148 shares; 2025Q4: 10,697 shares; 2026Q1: 10,145 shares 10,145 $79.5K 0.02% -552 Timeline BTG B2GOLD CORP More: the full row for B2GOLD 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: 10,257 shares 10,257 $46.5K 0.01% new Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 15,153 shares; 2025Q1: 15,016 shares; 2025Q2: 36,508 shares; 2025Q3: 35,274 shares; 2025Q4: 34,358 shares; 2026Q1: 32,581 shares 32,581 $46.3K 0.01% -1,777 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST 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: 36,543 shares; 2025Q3: not reported; 2025Q4: 36,372 shares; 2026Q1: 36,372 shares 36,372 $46.2K 0.01% 0 Timeline