ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 548,289 shares; 2025Q1: 534,137 shares; 2025Q2: 526,140 shares; 2025Q3: 523,761 shares; 2025Q4: 501,176 shares; 2026Q1: 491,331 shares 491,331 $91.2M 7.13% -9,845 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: 187,125 shares; 2024Q4: 215,098 shares; 2025Q1: 216,360 shares; 2025Q2: 206,786 shares; 2025Q3: 216,287 shares; 2025Q4: 213,510 shares; 2026Q1: 218,562 shares 218,562 $58.5M 4.57% +5,052 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: 144,002 shares; 2024Q4: 152,621 shares; 2025Q1: 152,796 shares; 2025Q2: 149,947 shares; 2025Q3: 154,990 shares; 2025Q4: 167,430 shares; 2026Q1: 179,680 shares 179,680 $38.9M 3.04% +12,250 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: 112,878 shares; 2024Q4: 112,974 shares; 2025Q1: 113,179 shares; 2025Q2: 73,623 shares; 2025Q3: 71,450 shares; 2025Q4: 74,101 shares; 2026Q1: 67,246 shares 67,246 $28.1M 2.2% -6,855 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: 83,100 shares; 2024Q4: 93,301 shares; 2025Q1: 92,952 shares; 2025Q2: 90,848 shares; 2025Q3: 96,571 shares; 2025Q4: 101,750 shares; 2026Q1: 103,913 shares 103,913 $27.1M 2.12% +2,163 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: 119,201 shares; 2025Q1: 128,223 shares; 2025Q2: 108,770 shares; 2025Q3: 103,698 shares; 2025Q4: 102,919 shares; 2026Q1: 99,835 shares 99,835 $25.9M 2.02% -3,084 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,377 shares; 2024Q4: 178,580 shares; 2025Q1: 6,822 shares; 2025Q2: 6,599 shares; 2025Q3: 3,807 shares; 2025Q4: 175,114 shares; 2026Q1: 112,309 shares 112,309 $23.4M 1.83% -62,805 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: 26,630 shares; 2024Q4: 28,127 shares; 2025Q1: 30,504 shares; 2025Q2: 31,930 shares; 2025Q3: 32,975 shares; 2025Q4: 33,356 shares; 2026Q1: 30,038 shares 30,038 $21.5M 1.68% -3,318 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 939,896 shares 939,896 $20.2M 1.58% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,240 shares; 2026Q1: 95,083 shares 95,083 $19.4M 1.52% +89,843 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 453,361 shares 453,361 $18.8M 1.47% new 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: 34,666 shares; 2024Q4: 39,670 shares; 2025Q1: 40,087 shares; 2025Q2: 34,547 shares; 2025Q3: 39,804 shares; 2025Q4: 41,266 shares; 2026Q1: 42,218 shares 42,218 $17.9M 1.4% +952 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 521,838 shares; 2026Q1: 398,408 shares 398,408 $17.5M 1.37% -123,430 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: 13,294 shares; 2024Q4: 13,641 shares; 2025Q1: 14,472 shares; 2025Q2: 14,100 shares; 2025Q3: 14,376 shares; 2025Q4: 14,788 shares; 2026Q1: 16,431 shares 16,431 $16.4M 1.28% +1,643 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: 247,993 shares; 2024Q4: 247,139 shares; 2025Q1: 246,407 shares; 2025Q2: 245,285 shares; 2025Q3: 245,991 shares; 2025Q4: 246,120 shares; 2026Q1: 245,890 shares 245,890 $16.2M 1.27% -230 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: 7,579 shares; 2024Q4: 7,593 shares; 2025Q1: 14,039 shares; 2025Q2: 14,732 shares; 2025Q3: 15,616 shares; 2025Q4: 15,889 shares; 2026Q1: 29,501 shares 29,501 $15.5M 1.21% +13,612 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,791 shares; 2024Q4: 190,691 shares; 2025Q1: 190,847 shares; 2025Q2: 189,043 shares; 2025Q3: 178,682 shares; 2025Q4: 174,978 shares; 2026Q1: 180,573 shares 180,573 $14.4M 1.12% +5,595 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,751 shares; 2025Q2: 157,036 shares; 2025Q3: 268,145 shares; 2025Q4: 306,457 shares; 2026Q1: 275,873 shares 275,873 $14.2M 1.11% -30,584 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: 8,974 shares; 2024Q4: 9,246 shares; 2025Q1: 9,129 shares; 2025Q2: 14,469 shares; 2025Q3: 16,425 shares; 2025Q4: 17,714 shares; 2026Q1: 19,917 shares 19,917 $13.5M 1.06% +2,203 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: 5,904 shares; 2024Q4: 6,268 shares; 2025Q1: 6,909 shares; 2025Q2: 6,939 shares; 2025Q3: 6,743 shares; 2025Q4: 6,763 shares; 2026Q1: 6,693 shares 6,693 $12.7M 0.99% -70 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,627 shares; 2024Q4: 43,790 shares; 2025Q1: 146,975 shares; 2025Q2: 149,554 shares; 2025Q3: 234,932 shares; 2025Q4: 267,732 shares; 2026Q1: 242,769 shares 242,769 $12.3M 0.96% -24,963 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: 30,260 shares; 2024Q4: 31,863 shares; 2025Q1: 32,755 shares; 2025Q2: 32,275 shares; 2025Q3: 34,114 shares; 2025Q4: 34,674 shares; 2026Q1: 38,930 shares 38,930 $12.1M 0.95% +4,256 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: 16,784 shares; 2024Q4: 17,395 shares; 2025Q1: 17,548 shares; 2025Q2: 17,733 shares; 2025Q3: 18,485 shares; 2025Q4: 19,331 shares; 2026Q1: 22,030 shares 22,030 $10.4M 0.81% +2,699 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: 29,479 shares; 2024Q4: 30,371 shares; 2025Q1: 30,759 shares; 2025Q2: 30,697 shares; 2025Q3: 30,183 shares; 2025Q4: 31,849 shares; 2026Q1: 33,634 shares 33,634 $10.4M 0.81% +1,785 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,682 shares; 2025Q3: 52,021 shares; 2025Q4: 55,311 shares; 2026Q1: 221,622 shares 221,622 $10.3M 0.8% +166,311 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: 51,166 shares; 2024Q4: 56,644 shares; 2025Q1: 54,878 shares; 2025Q2: 62,812 shares; 2025Q3: 64,440 shares; 2025Q4: 62,457 shares; 2026Q1: 68,166 shares 68,166 $10.1M 0.79% +5,709 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 20,361 shares; 2025Q1: 20,137 shares; 2025Q2: 2,813 shares; 2025Q3: 31,685 shares; 2025Q4: 33,149 shares; 2026Q1: 36,368 shares 36,368 $10.1M 0.79% +3,219 Timeline EWI 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: 57,381 shares; 2024Q4: 61,795 shares; 2025Q1: 64,972 shares; 2025Q2: 65,656 shares; 2025Q3: 63,608 shares; 2025Q4: 64,085 shares; 2026Q1: 176,239 shares 176,239 $10.1M 0.79% +112,154 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,353 shares; 2026Q1: 63,774 shares 63,774 $10M 0.78% +34,421 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,548 shares; 2025Q2: 26,584 shares; 2025Q3: 27,439 shares; 2025Q4: 27,985 shares; 2026Q1: 78,219 shares 78,219 $9.93M 0.78% +50,234 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: 4,130 shares; 2024Q4: 4,593 shares; 2025Q1: 8,852 shares; 2025Q2: 9,749 shares; 2025Q3: 9,685 shares; 2025Q4: 99,678 shares; 2026Q1: 108,660 shares 108,660 $9.93M 0.78% +8,982 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: 17,344 shares; 2024Q4: 21,711 shares; 2025Q1: 22,236 shares; 2025Q2: 23,086 shares; 2025Q3: 26,720 shares; 2025Q4: 28,460 shares; 2026Q1: 28,069 shares 28,069 $9.83M 0.77% -391 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: 11,316 shares; 2024Q4: 11,916 shares; 2025Q1: 12,188 shares; 2025Q2: 12,153 shares; 2025Q3: 9,733 shares; 2025Q4: 10,194 shares; 2026Q1: 11,075 shares 11,075 $9.62M 0.75% +881 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: 16,281 shares; 2024Q4: 24,203 shares; 2025Q1: 24,556 shares; 2025Q2: 22,611 shares; 2025Q3: 24,331 shares; 2025Q4: 25,439 shares; 2026Q1: 26,996 shares 26,996 $9.41M 0.74% +1,557 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,837 shares; 2024Q4: 164,731 shares; 2025Q1: 169,688 shares; 2025Q2: 173,005 shares; 2025Q3: 182,263 shares; 2025Q4: 193,804 shares; 2026Q1: 206,524 shares 206,524 $9.32M 0.73% +12,720 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: 17,725 shares; 2024Q4: 17,926 shares; 2025Q1: 17,886 shares; 2025Q2: 17,976 shares; 2025Q3: 22,749 shares; 2025Q4: 23,416 shares; 2026Q1: 22,960 shares 22,960 $9.3M 0.73% -456 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: 10,674 shares; 2024Q4: 12,445 shares; 2025Q1: 14,186 shares; 2025Q2: 13,343 shares; 2025Q3: 14,477 shares; 2025Q4: 16,564 shares; 2026Q1: 12,878 shares 12,878 $9.25M 0.72% -3,686 Timeline EPU 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: 35,794 shares; 2024Q4: 41,398 shares; 2025Q1: 53,284 shares; 2025Q2: 54,468 shares; 2025Q3: 54,064 shares; 2025Q4: 53,464 shares; 2026Q1: 113,697 shares 113,697 $9.16M 0.72% +60,233 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,078 shares; 2024Q4: 137,014 shares; 2025Q1: 145,551 shares; 2025Q2: 103,608 shares; 2025Q3: 142,870 shares; 2025Q4: 152,110 shares; 2026Q1: 118,044 shares 118,044 $8.69M 0.68% -34,066 Timeline SPIB 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: 138,775 shares; 2024Q4: 156,380 shares; 2025Q1: 163,760 shares; 2025Q2: 174,446 shares; 2025Q3: 190,049 shares; 2025Q4: 205,778 shares; 2026Q1: 249,082 shares 249,082 $8.38M 0.65% +43,304 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209,060 shares 209,060 $8.34M 0.65% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 9,798 shares; 2025Q1: 9,713 shares; 2025Q2: 9,064 shares; 2025Q3: 9,276 shares; 2025Q4: 9,333 shares; 2026Q1: 9,673 shares 9,673 $8.02M 0.63% +340 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: 30,937 shares; 2024Q4: 32,683 shares; 2025Q1: 18,206 shares; 2025Q2: 18,444 shares; 2025Q3: 23,098 shares; 2025Q4: 24,261 shares; 2026Q1: 34,637 shares 34,637 $7.87M 0.62% +10,376 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: 3,244 shares; 2024Q4: 5,079 shares; 2025Q1: 5,553 shares; 2025Q2: 5,700 shares; 2025Q3: 7,065 shares; 2025Q4: 7,573 shares; 2026Q1: 8,368 shares 8,368 $7.85M 0.61% +795 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,240 shares; 2026Q1: 22,723 shares 22,723 $7.33M 0.57% +483 Timeline VRP 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: 177,221 shares; 2024Q4: 199,126 shares; 2025Q1: 216,322 shares; 2025Q2: 226,080 shares; 2025Q3: 253,514 shares; 2025Q4: 270,699 shares; 2026Q1: 300,767 shares 300,767 $7.32M 0.57% +30,068 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,973 shares; 2025Q1: 7,021 shares; 2025Q2: 7,001 shares; 2025Q3: 7,102 shares; 2025Q4: 7,257 shares; 2026Q1: 7,611 shares 7,611 $7.31M 0.57% +354 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 23,394 shares; 2025Q1: 87,175 shares; 2025Q2: 90,839 shares; 2025Q3: 134,943 shares; 2025Q4: 153,226 shares; 2026Q1: 145,982 shares 145,982 $6.93M 0.54% -7,244 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: 26,847 shares; 2024Q4: 37,850 shares; 2025Q1: 42,274 shares; 2025Q2: 43,802 shares; 2025Q3: 47,405 shares; 2025Q4: 51,635 shares; 2026Q1: 53,442 shares 53,442 $6.82M 0.53% +1,807 Timeline FLOT 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: 7,952 shares; 2024Q4: 10,391 shares; 2025Q1: 43,897 shares; 2025Q2: 51,904 shares; 2025Q3: 102,568 shares; 2025Q4: 125,445 shares; 2026Q1: 118,606 shares 118,606 $6.05M 0.47% -6,839 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,065 shares; 2025Q1: 2,099 shares; 2025Q2: not reported; 2025Q3: 14,330 shares; 2025Q4: 14,837 shares; 2026Q1: 24,985 shares 24,985 $5.95M 0.47% +10,148 Timeline VWOB 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: 53,871 shares; 2024Q4: 60,549 shares; 2025Q1: 66,493 shares; 2025Q2: 69,541 shares; 2025Q3: 76,497 shares; 2025Q4: 81,402 shares; 2026Q1: 87,891 shares 87,891 $5.89M 0.46% +6,489 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: 11,218 shares; 2024Q4: 11,832 shares; 2025Q1: 11,089 shares; 2025Q2: 11,562 shares; 2025Q3: 23,194 shares; 2025Q4: 25,427 shares; 2026Q1: 25,374 shares 25,374 $5.87M 0.46% -53 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,225 shares; 2024Q4: 128,502 shares; 2025Q1: 78,227 shares; 2025Q2: 80,157 shares; 2025Q3: 84,255 shares; 2025Q4: 89,577 shares; 2026Q1: 96,181 shares 96,181 $5.77M 0.45% +6,604 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 52,316 shares; 2025Q1: 60,577 shares; 2025Q2: 61,934 shares; 2025Q3: 64,261 shares; 2025Q4: 66,350 shares; 2026Q1: 67,119 shares 67,119 $5.71M 0.45% +769 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: 17,744 shares; 2024Q4: 19,386 shares; 2025Q1: 20,244 shares; 2025Q2: 19,829 shares; 2025Q3: 20,138 shares; 2025Q4: 19,552 shares; 2026Q1: 19,461 shares 19,461 $5.65M 0.44% -91 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: 14,245 shares; 2024Q4: 14,322 shares; 2025Q1: 10,875 shares; 2025Q2: 12,005 shares; 2025Q3: 12,624 shares; 2025Q4: 13,475 shares; 2026Q1: 14,894 shares 14,894 $5.64M 0.44% +1,419 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,087 shares; 2024Q4: 252,300 shares; 2025Q1: 220,773 shares; 2025Q2: 226,340 shares; 2025Q3: 246,573 shares; 2025Q4: 252,715 shares; 2026Q1: 282,049 shares 282,049 $5.64M 0.44% +29,334 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,970,739 shares; 2025Q1: 1,970,739 shares; 2025Q2: 2,150,539 shares; 2025Q3: 2,150,539 shares; 2025Q4: 2,150,539 shares; 2026Q1: 2,457,008 shares 2,457,008 $5.41M 0.42% +306,469 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: 18,082 shares; 2024Q4: 20,869 shares; 2025Q1: 20,856 shares; 2025Q2: 20,499 shares; 2025Q3: 21,581 shares; 2025Q4: 21,839 shares; 2026Q1: 23,668 shares 23,668 $5.33M 0.42% +1,829 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: 29,578 shares; 2024Q4: 30,124 shares; 2025Q1: 29,073 shares; 2025Q2: 43,528 shares; 2025Q3: 47,730 shares; 2025Q4: 52,287 shares; 2026Q1: 58,383 shares 58,383 $5.15M 0.4% +6,096 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: 11,933 shares; 2024Q4: 12,265 shares; 2025Q1: 12,552 shares; 2025Q2: 12,796 shares; 2025Q3: 13,890 shares; 2025Q4: 14,327 shares; 2026Q1: 16,397 shares 16,397 $5.09M 0.4% +2,070 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: 3,625 shares; 2024Q4: 3,883 shares; 2025Q1: 4,472 shares; 2025Q2: 4,644 shares; 2025Q3: 4,753 shares; 2025Q4: 4,897 shares; 2026Q1: 5,002 shares 5,002 $4.87M 0.38% +105 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: 26,551 shares; 2024Q4: 27,654 shares; 2025Q1: 27,888 shares; 2025Q2: 19,971 shares; 2025Q3: 18,897 shares; 2025Q4: 19,545 shares; 2026Q1: 20,047 shares 20,047 $4.86M 0.38% +502 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,681 shares; 2024Q4: 45,856 shares; 2025Q1: 51,185 shares; 2025Q2: 51,695 shares; 2025Q3: 53,469 shares; 2025Q4: 57,671 shares; 2026Q1: 62,234 shares 62,234 $4.69M 0.37% +4,563 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: 25,633 shares; 2024Q4: 28,272 shares; 2025Q1: 27,755 shares; 2025Q2: 28,272 shares; 2025Q3: 10,026 shares; 2025Q4: 10,620 shares; 2026Q1: 11,398 shares 11,398 $4.61M 0.36% +778 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: 37,449 shares; 2025Q1: 36,527 shares; 2025Q2: 36,587 shares; 2025Q3: 31,682 shares; 2025Q4: 30,985 shares; 2026Q1: 27,040 shares 27,040 $4.54M 0.36% -3,945 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,925 shares; 2024Q4: 17,561 shares; 2025Q1: 20,653 shares; 2025Q2: 21,436 shares; 2025Q3: 21,441 shares; 2025Q4: 22,989 shares; 2026Q1: 27,497 shares 27,497 $4.4M 0.34% +4,508 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 5,217 shares; 2025Q4: 5,493 shares; 2026Q1: 5,411 shares 5,411 $4.35M 0.34% -82 Timeline WTV 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: not reported; 2024Q4: 34,623 shares; 2025Q1: 41,784 shares; 2025Q2: 32,765 shares; 2025Q3: 34,244 shares; 2025Q4: 35,951 shares; 2026Q1: 43,947 shares 43,947 $4.31M 0.34% +7,996 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,425 shares; 2024Q4: 106,767 shares; 2025Q1: 128,586 shares; 2025Q2: 135,519 shares; 2025Q3: 135,368 shares; 2025Q4: 147,675 shares; 2026Q1: 174,505 shares 174,505 $4.17M 0.33% +26,830 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: 60,345 shares; 2024Q4: 61,388 shares; 2025Q1: 59,418 shares; 2025Q2: 59,418 shares; 2025Q3: 59,693 shares; 2025Q4: 59,693 shares; 2026Q1: 56,669 shares 56,669 $4.13M 0.32% -3,024 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: 2,796 shares; 2024Q4: 3,228 shares; 2025Q1: 3,354 shares; 2025Q2: 4,696 shares; 2025Q3: 4,406 shares; 2025Q4: 6,824 shares; 2026Q1: 6,246 shares 6,246 $4.11M 0.32% -578 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,450 shares; 2025Q1: 4,668 shares; 2025Q2: 4,697 shares; 2025Q3: 4,625 shares; 2025Q4: 4,708 shares; 2026Q1: 4,745 shares 4,745 $3.93M 0.31% +37 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: 24,019 shares; 2024Q4: 24,485 shares; 2025Q1: 24,806 shares; 2025Q2: 25,571 shares; 2025Q3: 26,836 shares; 2025Q4: 27,872 shares; 2026Q1: 49,722 shares 49,722 $3.88M 0.3% +21,850 Timeline ATI ATI INC More: the full row for ATI 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: 11,932 shares; 2026Q1: 25,025 shares 25,025 $3.84M 0.3% +13,093 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,822 shares 37,822 $3.81M 0.3% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,103 shares; 2025Q1: 3,346 shares; 2025Q2: 14,841 shares; 2025Q3: 16,444 shares; 2025Q4: 16,976 shares; 2026Q1: 18,108 shares 18,108 $3.8M 0.3% +1,132 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: 26,622 shares; 2024Q4: 29,067 shares; 2025Q1: 28,090 shares; 2025Q2: 24,939 shares; 2025Q3: 27,997 shares; 2025Q4: 25,012 shares; 2026Q1: 21,796 shares 21,796 $3.77M 0.29% -3,216 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,947 shares; 2025Q2: 18,687 shares; 2025Q3: 23,146 shares; 2025Q4: 24,438 shares; 2026Q1: 27,061 shares 27,061 $3.69M 0.29% +2,623 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: 36,577 shares; 2024Q4: 38,371 shares; 2025Q1: 38,695 shares; 2025Q2: 37,368 shares; 2025Q3: 36,063 shares; 2025Q4: 36,182 shares; 2026Q1: 36,017 shares 36,017 $3.69M 0.29% -165 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 11,454 shares; 2025Q3: 61,975 shares; 2025Q4: 84,134 shares; 2026Q1: 73,086 shares 73,086 $3.63M 0.28% -11,048 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 12,053 shares; 2025Q1: 14,834 shares; 2025Q2: 15,762 shares; 2025Q3: 23,768 shares; 2025Q4: 25,180 shares; 2026Q1: 26,789 shares 26,789 $3.6M 0.28% +1,609 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: 12,483 shares; 2024Q4: 18,029 shares; 2025Q1: 17,801 shares; 2025Q2: 15,708 shares; 2025Q3: 17,259 shares; 2025Q4: 16,885 shares; 2026Q1: 19,429 shares 19,429 $3.59M 0.28% +2,544 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,055 shares 7,055 $3.57M 0.28% new 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: 35,804 shares; 2024Q4: 35,929 shares; 2025Q1: 35,715 shares; 2025Q2: 35,762 shares; 2025Q3: 35,772 shares; 2025Q4: 35,727 shares; 2026Q1: 35,996 shares 35,996 $3.53M 0.28% +269 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,110 shares; 2024Q4: 54,922 shares; 2025Q1: 65,891 shares; 2025Q2: 68,522 shares; 2025Q3: 71,932 shares; 2025Q4: 75,033 shares; 2026Q1: 86,462 shares 86,462 $3.5M 0.27% +11,429 Timeline JNK 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: 21,356 shares; 2024Q4: 23,654 shares; 2025Q1: 28,357 shares; 2025Q2: 29,446 shares; 2025Q3: 30,725 shares; 2025Q4: 31,848 shares; 2026Q1: 35,002 shares 35,002 $3.39M 0.27% +3,154 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: 64,610 shares; 2024Q4: 72,987 shares; 2025Q1: 48,382 shares; 2025Q2: 49,438 shares; 2025Q3: 51,507 shares; 2025Q4: 54,523 shares; 2026Q1: 56,799 shares 56,799 $3.38M 0.26% +2,276 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,426 shares; 2025Q2: 27,656 shares; 2025Q3: 28,380 shares; 2025Q4: 30,264 shares; 2026Q1: 32,838 shares 32,838 $3.31M 0.26% +2,574 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: 58,890 shares; 2024Q4: 81,495 shares; 2025Q1: 72,467 shares; 2025Q2: 120,361 shares; 2025Q3: 128,473 shares; 2025Q4: 124,595 shares; 2026Q1: 128,952 shares 128,952 $3.29M 0.26% +4,357 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,220 shares 10,220 $3.29M 0.26% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,807 shares; 2024Q4: 88,317 shares; 2025Q1: 98,841 shares; 2025Q2: 99,981 shares; 2025Q3: 96,666 shares; 2025Q4: 101,771 shares; 2026Q1: 112,604 shares 112,604 $3.27M 0.26% +10,833 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: 3,653 shares; 2026Q1: 4,126 shares 4,126 $3.23M 0.25% +473 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: 4,746 shares; 2025Q3: 5,500 shares; 2025Q4: 6,054 shares; 2026Q1: 7,080 shares 7,080 $3.22M 0.25% +1,026 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,557 shares; 2025Q1: 2,838 shares; 2025Q2: 2,964 shares; 2025Q3: 2,840 shares; 2025Q4: 2,974 shares; 2026Q1: 3,035 shares 3,035 $3.21M 0.25% +61 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 19,725 shares; 2025Q2: 19,725 shares; 2025Q3: 18,539 shares; 2025Q4: 18,539 shares; 2026Q1: 18,539 shares 18,539 $3.2M 0.25% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 6,498 shares; 2025Q1: 6,446 shares; 2025Q2: 6,241 shares; 2025Q3: 6,178 shares; 2025Q4: 6,218 shares; 2026Q1: 6,300 shares 6,300 $3.06M 0.24% +82 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: 1,680 shares; 2024Q4: 5,162 shares; 2025Q1: 6,101 shares; 2025Q2: 6,503 shares; 2025Q3: 6,380 shares; 2025Q4: 7,203 shares; 2026Q1: 14,205 shares 14,205 $3.04M 0.24% +7,002 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: 14,591 shares; 2024Q4: 13,727 shares; 2025Q1: 13,606 shares; 2025Q2: 6,356 shares; 2025Q3: 6,711 shares; 2025Q4: 7,223 shares; 2026Q1: 8,954 shares 8,954 $3M 0.23% +1,731 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,419 shares; 2025Q3: 24,547 shares; 2025Q4: 26,800 shares; 2026Q1: 30,977 shares 30,977 $2.93M 0.23% +4,177 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: 22,709 shares; 2024Q4: 11,930 shares; 2025Q1: 9,255 shares; 2025Q2: 6,844 shares; 2025Q3: 22,171 shares; 2025Q4: 24,319 shares; 2026Q1: 26,478 shares 26,478 $2.92M 0.23% +2,159 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: 68,973 shares; 2024Q4: 70,741 shares; 2025Q1: 73,843 shares; 2025Q2: 72,917 shares; 2025Q3: 73,554 shares; 2025Q4: 73,651 shares; 2026Q1: 70,339 shares 70,339 $2.9M 0.23% -3,312 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: 6,294 shares; 2024Q4: 6,889 shares; 2025Q1: 12,585 shares; 2025Q2: 14,493 shares; 2025Q3: 6,986 shares; 2025Q4: 6,566 shares; 2026Q1: 6,073 shares 6,073 $2.86M 0.22% -493 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 10,658 shares; 2025Q1: 9,549 shares; 2025Q2: 13,303 shares; 2025Q3: 54,853 shares; 2025Q4: 67,222 shares; 2026Q1: 56,071 shares 56,071 $2.84M 0.22% -11,151 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: 25,442 shares; 2024Q4: 24,977 shares; 2025Q1: 23,716 shares; 2025Q2: 24,168 shares; 2025Q3: 22,621 shares; 2025Q4: 29,929 shares; 2026Q1: 29,880 shares 29,880 $2.83M 0.22% -49 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: 2,893 shares; 2024Q4: 2,770 shares; 2025Q1: 2,897 shares; 2025Q2: 12,213 shares; 2025Q3: 14,530 shares; 2025Q4: 14,722 shares; 2026Q1: 16,222 shares 16,222 $2.81M 0.22% +1,500 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: 10,070 shares; 2024Q4: 10,046 shares; 2025Q1: 9,801 shares; 2025Q2: 9,696 shares; 2025Q3: 9,737 shares; 2025Q4: 9,911 shares; 2026Q1: 9,201 shares 9,201 $2.79M 0.22% -710 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: 26,470 shares; 2024Q4: 26,828 shares; 2025Q1: 26,928 shares; 2025Q2: 29,351 shares; 2025Q3: 32,000 shares; 2025Q4: 35,295 shares; 2026Q1: 35,723 shares 35,723 $2.79M 0.22% +428 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,066 shares; 2025Q3: 24,207 shares; 2025Q4: 31,709 shares; 2026Q1: 27,152 shares 27,152 $2.73M 0.21% -4,557 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: 6,778 shares; 2024Q4: 8,256 shares; 2025Q1: 7,768 shares; 2025Q2: 14,008 shares; 2025Q3: 16,705 shares; 2025Q4: 17,502 shares; 2026Q1: 17,873 shares 17,873 $2.65M 0.21% +371 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,162 shares; 2024Q4: 8,112 shares; 2025Q1: 8,099 shares; 2025Q2: 7,890 shares; 2025Q3: 7,958 shares; 2025Q4: 8,089 shares; 2026Q1: 8,008 shares 8,008 $2.55M 0.2% -81 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,799 shares; 2025Q3: 12,359 shares; 2025Q4: 13,115 shares; 2026Q1: 13,508 shares 13,508 $2.55M 0.2% +393 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: 7,811 shares; 2024Q4: 9,100 shares; 2025Q1: 8,964 shares; 2025Q2: 9,600 shares; 2025Q3: 10,191 shares; 2025Q4: 10,683 shares; 2026Q1: 13,365 shares 13,365 $2.54M 0.2% +2,682 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,894 shares; 2025Q3: 26,125 shares; 2025Q4: 29,161 shares; 2026Q1: 33,274 shares 33,274 $2.54M 0.2% +4,113 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,966 shares; 2025Q1: 2,291 shares; 2025Q2: 2,271 shares; 2025Q3: 2,247 shares; 2025Q4: 2,088 shares; 2026Q1: 18,876 shares 18,876 $2.53M 0.2% +16,788 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,935 shares; 2025Q2: 43,916 shares; 2025Q3: 45,801 shares; 2025Q4: 48,214 shares; 2026Q1: 54,082 shares 54,082 $2.52M 0.2% +5,868 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,816 shares; 2025Q4: 28,850 shares; 2026Q1: 32,056 shares 32,056 $2.46M 0.19% +3,206 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: 9,659 shares; 2024Q4: 11,958 shares; 2025Q1: 14,473 shares; 2025Q2: 15,645 shares; 2025Q3: 15,602 shares; 2025Q4: 16,876 shares; 2026Q1: 19,604 shares 19,604 $2.45M 0.19% +2,728 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,389 shares; 2025Q2: 7,835 shares; 2025Q3: 8,074 shares; 2025Q4: 8,702 shares; 2026Q1: 9,328 shares 9,328 $2.4M 0.19% +626 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,355 shares; 2025Q1: 4,312 shares; 2025Q2: 4,272 shares; 2025Q3: 4,236 shares; 2025Q4: 4,253 shares; 2026Q1: 4,159 shares 4,159 $2.39M 0.19% -94 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: 10,634 shares; 2024Q4: 11,114 shares; 2025Q1: 10,895 shares; 2025Q2: 10,087 shares; 2025Q3: 10,409 shares; 2025Q4: 10,525 shares; 2026Q1: 15,039 shares 15,039 $2.32M 0.18% +4,514 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: 15,785 shares; 2025Q3: 17,330 shares; 2025Q4: 18,311 shares; 2026Q1: 12,567 shares 12,567 $2.3M 0.18% -5,744 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,139 shares; 2026Q1: 17,427 shares 17,427 $2.28M 0.18% -712 Timeline EHAB ENHABIT INC More: the full row for ENHABIT 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: 161,409 shares 161,409 $2.22M 0.17% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,194 shares 5,194 $2.19M 0.17% new 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: 8,632 shares; 2024Q4: 7,748 shares; 2025Q1: 7,566 shares; 2025Q2: 19,711 shares; 2025Q3: 20,940 shares; 2025Q4: 22,087 shares; 2026Q1: 23,038 shares 23,038 $2.18M 0.17% +951 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,486 shares; 2024Q4: 23,104 shares; 2025Q1: 22,455 shares; 2025Q2: 28,960 shares; 2025Q3: 29,887 shares; 2025Q4: 29,480 shares; 2026Q1: 27,859 shares 27,859 $2.14M 0.17% -1,621 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: not reported; 2024Q4: not reported; 2025Q1: 1,856 shares; 2025Q2: 12,613 shares; 2025Q3: 14,079 shares; 2025Q4: 15,491 shares; 2026Q1: 16,649 shares 16,649 $2.13M 0.17% +1,158 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,399 shares; 2025Q3: 9,943 shares; 2025Q4: 10,667 shares; 2026Q1: 13,775 shares 13,775 $2.13M 0.17% +3,108 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,490 shares; 2024Q4: 40,180 shares; 2025Q1: 43,696 shares; 2025Q2: 44,894 shares; 2025Q3: 45,387 shares; 2025Q4: 46,225 shares; 2026Q1: 46,544 shares 46,544 $2.12M 0.17% +319 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: 7,052 shares; 2024Q4: 9,539 shares; 2025Q1: 9,576 shares; 2025Q2: 9,444 shares; 2025Q3: 9,654 shares; 2025Q4: 9,740 shares; 2026Q1: 9,256 shares 9,256 $2.11M 0.16% -484 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: 13,782 shares; 2024Q4: 13,750 shares; 2025Q1: 12,796 shares; 2025Q2: 12,882 shares; 2025Q3: 18,528 shares; 2025Q4: 17,616 shares; 2026Q1: 16,976 shares 16,976 $2.11M 0.16% -640 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: 7,140 shares; 2024Q4: 7,463 shares; 2025Q1: 7,267 shares; 2025Q2: 6,497 shares; 2025Q3: 6,124 shares; 2025Q4: 7,192 shares; 2026Q1: 11,546 shares 11,546 $2.08M 0.16% +4,354 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: 3,801 shares; 2024Q4: 4,312 shares; 2025Q1: 4,140 shares; 2025Q2: 4,467 shares; 2025Q3: 6,475 shares; 2025Q4: 13,200 shares; 2026Q1: 13,791 shares 13,791 $2.05M 0.16% +591 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: 27,575 shares; 2024Q4: 31,741 shares; 2025Q1: 31,191 shares; 2025Q2: 31,276 shares; 2025Q3: 37,882 shares; 2025Q4: 40,446 shares; 2026Q1: 37,727 shares 37,727 $1.99M 0.16% -2,719 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,468 shares; 2026Q1: 30,407 shares 30,407 $1.97M 0.15% +26,939 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: 2,599 shares; 2024Q4: 2,562 shares; 2025Q1: 2,286 shares; 2025Q2: 3,248 shares; 2025Q3: 3,094 shares; 2025Q4: 3,070 shares; 2026Q1: 2,956 shares 2,956 $1.96M 0.15% -114 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,014 shares; 2024Q4: 20,746 shares; 2025Q1: 22,721 shares; 2025Q2: 8,369 shares; 2025Q3: 8,061 shares; 2025Q4: 8,322 shares; 2026Q1: 8,509 shares 8,509 $1.95M 0.15% +187 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: 6,292 shares; 2024Q4: 6,313 shares; 2025Q1: 4,941 shares; 2025Q2: 4,901 shares; 2025Q3: 4,807 shares; 2025Q4: 4,684 shares; 2026Q1: 4,656 shares 4,656 $1.94M 0.15% -28 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: 7,635 shares; 2024Q4: 9,618 shares; 2025Q1: 9,505 shares; 2025Q2: 8,936 shares; 2025Q3: 10,077 shares; 2025Q4: 10,265 shares; 2026Q1: 9,582 shares 9,582 $1.89M 0.15% -683 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,976 shares; 2025Q1: 2,982 shares; 2025Q2: 2,930 shares; 2025Q3: 2,968 shares; 2025Q4: 2,918 shares; 2026Q1: 2,835 shares 2,835 $1.87M 0.15% -83 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: 3,572 shares; 2024Q4: 3,677 shares; 2025Q1: 3,661 shares; 2025Q2: 3,659 shares; 2025Q3: 4,426 shares; 2025Q4: 4,390 shares; 2026Q1: 4,317 shares 4,317 $1.86M 0.15% -73 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,821 shares; 2026Q1: 89,441 shares 89,441 $1.82M 0.14% -2,380 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,489 shares; 2025Q1: 38,068 shares; 2025Q2: 38,540 shares; 2025Q3: 36,789 shares; 2025Q4: 32,961 shares; 2026Q1: 46,480 shares 46,480 $1.81M 0.14% +13,519 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,861 shares; 2025Q1: 2,546 shares; 2025Q2: 2,377 shares; 2025Q3: 2,320 shares; 2025Q4: 2,416 shares; 2026Q1: 3,383 shares 3,383 $1.74M 0.14% +967 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: 6,094 shares; 2025Q4: 6,984 shares; 2026Q1: 8,869 shares 8,869 $1.72M 0.13% +1,885 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,331 shares; 2026Q1: 10,274 shares 10,274 $1.72M 0.13% -57 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 7,105 shares; 2025Q1: 7,053 shares; 2025Q2: 6,332 shares; 2025Q3: 5,614 shares; 2025Q4: 11,088 shares; 2026Q1: 11,088 shares 11,088 $1.71M 0.13% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 15,928 shares; 2025Q1: 16,030 shares; 2025Q2: 16,892 shares; 2025Q3: 17,315 shares; 2025Q4: 22,216 shares; 2026Q1: 19,445 shares 19,445 $1.7M 0.13% -2,771 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,396 shares; 2025Q2: 17,001 shares; 2025Q3: 17,932 shares; 2025Q4: 19,239 shares; 2026Q1: 21,798 shares 21,798 $1.68M 0.13% +2,559 Timeline PPA 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: 15,853 shares; 2024Q4: 15,393 shares; 2025Q1: 11,672 shares; 2025Q2: 11,663 shares; 2025Q3: 10,974 shares; 2025Q4: 9,895 shares; 2026Q1: 9,906 shares 9,906 $1.64M 0.13% +11 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: 5,599 shares; 2024Q4: 5,861 shares; 2025Q1: 5,495 shares; 2025Q2: 5,406 shares; 2025Q3: 6,066 shares; 2025Q4: 6,281 shares; 2026Q1: 6,664 shares 6,664 $1.63M 0.13% +383 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,166 shares; 2025Q4: 14,887 shares; 2026Q1: 20,654 shares 20,654 $1.63M 0.13% +5,767 Timeline PXJ 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: 44,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,199 shares 36,199 $1.62M 0.13% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,191 shares; 2025Q3: 28,097 shares; 2025Q4: 30,301 shares; 2026Q1: 34,298 shares 34,298 $1.6M 0.12% +3,997 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: 5,556 shares; 2024Q4: 5,814 shares; 2025Q1: 6,279 shares; 2025Q2: 5,794 shares; 2025Q3: 5,625 shares; 2025Q4: 6,036 shares; 2026Q1: 5,797 shares 5,797 $1.56M 0.12% -239 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: 1,683 shares; 2024Q4: 1,674 shares; 2025Q1: 3,761 shares; 2025Q2: 3,668 shares; 2025Q3: 3,478 shares; 2025Q4: 3,738 shares; 2026Q1: 6,572 shares 6,572 $1.56M 0.12% +2,834 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS 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: 50,574 shares; 2025Q4: 52,393 shares; 2026Q1: 55,864 shares 55,864 $1.55M 0.12% +3,471 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC 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: 20,427 shares 20,427 $1.54M 0.12% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 7,067 shares; 2025Q1: 7,048 shares; 2025Q2: 7,324 shares; 2025Q3: 8,362 shares; 2025Q4: 8,760 shares; 2026Q1: 9,899 shares 9,899 $1.54M 0.12% +1,139 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,204 shares; 2025Q1: 3,720 shares; 2025Q2: 3,725 shares; 2025Q3: 3,552 shares; 2025Q4: 3,781 shares; 2026Q1: 3,576 shares 3,576 $1.52M 0.12% -205 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,865 shares 36,865 $1.5M 0.12% new Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,498 shares 40,498 $1.49M 0.12% new Timeline LEMB 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: 37,123 shares; 2024Q4: 36,437 shares; 2025Q1: 36,393 shares; 2025Q2: 36,688 shares; 2025Q3: 34,648 shares; 2025Q4: 35,383 shares; 2026Q1: 35,377 shares 35,377 $1.49M 0.12% -6 Timeline PKB 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: 23,420 shares; 2024Q4: 23,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,691 shares 13,691 $1.48M 0.12% new 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: 40,834 shares; 2024Q4: 50,793 shares; 2025Q1: 43,888 shares; 2025Q2: 46,172 shares; 2025Q3: 47,514 shares; 2025Q4: 44,266 shares; 2026Q1: 53,522 shares 53,522 $1.47M 0.12% +9,256 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: 7,810 shares; 2024Q4: 8,145 shares; 2025Q1: 8,070 shares; 2025Q2: 7,243 shares; 2025Q3: 8,275 shares; 2025Q4: 8,843 shares; 2026Q1: 9,755 shares 9,755 $1.47M 0.11% +912 Timeline GHYG 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: 31,492 shares; 2024Q4: 30,835 shares; 2025Q1: 30,510 shares; 2025Q2: 30,890 shares; 2025Q3: 29,393 shares; 2025Q4: 31,626 shares; 2026Q1: 31,837 shares 31,837 $1.46M 0.11% +211 Timeline EMHY 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: 37,783 shares; 2024Q4: 36,857 shares; 2025Q1: 36,220 shares; 2025Q2: 36,655 shares; 2025Q3: 34,801 shares; 2025Q4: 35,957 shares; 2026Q1: 35,923 shares 35,923 $1.45M 0.11% -34 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384,896 shares; 2025Q2: 319,643 shares; 2025Q3: 484,536 shares; 2025Q4: 499,969 shares; 2026Q1: 29,108 shares 29,108 $1.44M 0.11% -470,861 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,128 shares; 2025Q3: 18,616 shares; 2025Q4: 19,500 shares; 2026Q1: 19,935 shares 19,935 $1.43M 0.11% +435 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: 16,399 shares; 2024Q4: 16,066 shares; 2025Q1: 15,828 shares; 2025Q2: 15,992 shares; 2025Q3: 15,169 shares; 2025Q4: 15,285 shares; 2026Q1: 14,812 shares 14,812 $1.42M 0.11% -473 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,886 shares; 2024Q4: 7,042 shares; 2025Q1: 7,042 shares; 2025Q2: 6,242 shares; 2025Q3: 5,670 shares; 2025Q4: 6,210 shares; 2026Q1: 6,210 shares 6,210 $1.4M 0.11% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: 3,831 shares; 2025Q3: 4,019 shares; 2025Q4: 4,017 shares; 2026Q1: 4,085 shares 4,085 $1.39M 0.11% +68 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,047 shares; 2025Q2: 30,336 shares; 2025Q3: 29,044 shares; 2025Q4: 31,171 shares; 2026Q1: 30,093 shares 30,093 $1.38M 0.11% -1,078 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,427 shares; 2025Q3: 13,214 shares; 2025Q4: 14,057 shares; 2026Q1: 15,150 shares 15,150 $1.38M 0.11% +1,093 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 3,067 shares; 2025Q4: 3,591 shares; 2026Q1: 4,919 shares 4,919 $1.37M 0.11% +1,328 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,030 shares; 2025Q3: 40,442 shares; 2025Q4: 38,978 shares; 2026Q1: 37,494 shares 37,494 $1.37M 0.11% -1,484 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: 6,748 shares; 2024Q4: 6,910 shares; 2025Q1: 6,897 shares; 2025Q2: 7,102 shares; 2025Q3: 7,174 shares; 2025Q4: 7,073 shares; 2026Q1: 6,862 shares 6,862 $1.35M 0.11% -211 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,123 shares; 2026Q1: 50,387 shares 50,387 $1.34M 0.1% +1,264 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 5,914 shares; 2025Q1: 5,079 shares; 2025Q2: 5,274 shares; 2025Q3: 5,380 shares; 2025Q4: 5,968 shares; 2026Q1: 6,177 shares 6,177 $1.31M 0.1% +209 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,806 shares; 2025Q1: 3,653 shares; 2025Q2: 3,629 shares; 2025Q3: 3,314 shares; 2025Q4: 3,428 shares; 2026Q1: 3,546 shares 3,546 $1.28M 0.1% +118 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: 10,941 shares; 2024Q4: 11,332 shares; 2025Q1: 12,096 shares; 2025Q2: 9,843 shares; 2025Q3: 8,786 shares; 2025Q4: 9,036 shares; 2026Q1: 9,526 shares 9,526 $1.26M 0.1% +490 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 5,225 shares; 2025Q1: 5,571 shares; 2025Q2: 5,935 shares; 2025Q3: 2,152 shares; 2025Q4: 2,335 shares; 2026Q1: 2,180 shares 2,180 $1.24M 0.1% -155 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,437 shares; 2026Q1: 9,665 shares 9,665 $1.24M 0.1% +1,228 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: 6,762 shares; 2024Q4: 6,855 shares; 2025Q1: 6,166 shares; 2025Q2: 2,895 shares; 2025Q3: 3,293 shares; 2025Q4: 3,857 shares; 2026Q1: 3,477 shares 3,477 $1.23M 0.1% -380 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,272 shares 21,272 $1.22M 0.1% new 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: 4,429 shares; 2024Q4: 4,955 shares; 2025Q1: 4,562 shares; 2025Q2: 4,421 shares; 2025Q3: 5,045 shares; 2025Q4: 5,821 shares; 2026Q1: 3,652 shares 3,652 $1.21M 0.09% -2,169 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,988 shares 39,988 $1.2M 0.09% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 3,051 shares; 2025Q1: 3,035 shares; 2025Q2: 3,190 shares; 2025Q3: 3,037 shares; 2025Q4: 3,195 shares; 2026Q1: 6,647 shares 6,647 $1.18M 0.09% +3,452 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 20,121 shares; 2025Q1: 6,879 shares; 2025Q2: 6,193 shares; 2025Q3: 7,832 shares; 2025Q4: 8,173 shares; 2026Q1: 8,399 shares 8,399 $1.18M 0.09% +226 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,566 shares 14,566 $1.17M 0.09% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,929 shares; 2025Q1: 12,705 shares; 2025Q2: 10,000 shares; 2025Q3: 10,462 shares; 2025Q4: 11,251 shares; 2026Q1: 13,453 shares 13,453 $1.17M 0.09% +2,202 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,061 shares 32,061 $1.16M 0.09% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,125 shares; 2024Q4: 59,141 shares; 2025Q1: 59,141 shares; 2025Q2: 59,141 shares; 2025Q3: 59,671 shares; 2025Q4: 60,989 shares; 2026Q1: 60,171 shares 60,171 $1.15M 0.09% -818 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 6,718 shares; 2025Q1: 6,752 shares; 2025Q2: 6,815 shares; 2025Q3: 6,662 shares; 2025Q4: 6,595 shares; 2026Q1: 5,715 shares 5,715 $1.13M 0.09% -880 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: 1,075 shares; 2024Q4: 1,962 shares; 2025Q1: 1,881 shares; 2025Q2: 3,740 shares; 2025Q3: 3,206 shares; 2025Q4: 3,279 shares; 2026Q1: 3,163 shares 3,163 $1.12M 0.09% -116 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,006 shares; 2025Q1: 9,840 shares; 2025Q2: 9,406 shares; 2025Q3: 9,525 shares; 2025Q4: 9,655 shares; 2026Q1: 9,578 shares 9,578 $1.11M 0.09% -77 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 9,813 shares; 2025Q1: 9,980 shares; 2025Q2: 9,720 shares; 2025Q3: 9,272 shares; 2025Q4: 9,516 shares; 2026Q1: 9,588 shares 9,588 $1.1M 0.09% +72 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,006 shares; 2025Q1: 1,346 shares; 2025Q2: 1,585 shares; 2025Q3: 1,592 shares; 2025Q4: 1,584 shares; 2026Q1: 1,471 shares 1,471 $1.1M 0.09% -113 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,718 shares; 2025Q1: 4,633 shares; 2025Q2: 4,573 shares; 2025Q3: 4,620 shares; 2025Q4: 4,737 shares; 2026Q1: 4,643 shares 4,643 $1.09M 0.09% -94 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,419 shares; 2025Q1: 3,625 shares; 2025Q2: 3,747 shares; 2025Q3: 3,528 shares; 2025Q4: 3,555 shares; 2026Q1: 3,478 shares 3,478 $1.09M 0.08% -77 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 5,624 shares; 2025Q1: 5,288 shares; 2025Q2: 12,468 shares; 2025Q3: 13,368 shares; 2025Q4: 4,816 shares; 2026Q1: 5,257 shares 5,257 $1.06M 0.08% +441 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 378 shares; 2025Q4: 616 shares; 2026Q1: 918 shares 918 $1.03M 0.08% +302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,857 shares 13,857 $1.02M 0.08% new 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: 1,950 shares; 2024Q4: 3,917 shares; 2025Q1: 3,922 shares; 2025Q2: 3,502 shares; 2025Q3: 3,660 shares; 2025Q4: 3,197 shares; 2026Q1: 3,757 shares 3,757 $1.01M 0.08% +560 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,871 shares; 2024Q4: 26,618 shares; 2025Q1: 26,164 shares; 2025Q2: 26,370 shares; 2025Q3: 23,189 shares; 2025Q4: 21,490 shares; 2026Q1: 20,954 shares 20,954 $1.01M 0.08% -536 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: 1,328 shares; 2024Q4: 1,271 shares; 2025Q1: 1,170 shares; 2025Q2: 1,190 shares; 2025Q3: 1,183 shares; 2025Q4: 1,390 shares; 2026Q1: 9,680 shares 9,680 $1.01M 0.08% +8,290 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 2,036 shares; 2025Q3: 2,377 shares; 2025Q4: 2,748 shares; 2026Q1: 2,549 shares 2,549 $1M 0.08% -199 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 15,607 shares; 2025Q1: 16,858 shares; 2025Q2: 17,118 shares; 2025Q3: 19,933 shares; 2025Q4: 21,003 shares; 2026Q1: 24,595 shares 24,595 $996K 0.08% +3,592 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,365 shares; 2024Q4: 5,680 shares; 2025Q1: 5,631 shares; 2025Q2: 5,748 shares; 2025Q3: 6,479 shares; 2025Q4: 6,751 shares; 2026Q1: 7,774 shares 7,774 $988K 0.08% +1,023 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,364 shares; 2024Q4: 126,197 shares; 2025Q1: 61,574 shares; 2025Q2: 44,851 shares; 2025Q3: 23,880 shares; 2025Q4: 17,875 shares; 2026Q1: 15,683 shares 15,683 $981K 0.08% -2,192 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: 2,596 shares; 2024Q4: 2,730 shares; 2025Q1: 2,554 shares; 2025Q2: 2,781 shares; 2025Q3: 3,227 shares; 2025Q4: 3,523 shares; 2026Q1: 3,059 shares 3,059 $975K 0.08% -464 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: 12,670 shares; 2024Q4: 12,639 shares; 2025Q1: 12,670 shares; 2025Q2: 12,479 shares; 2025Q3: 12,387 shares; 2025Q4: 12,485 shares; 2026Q1: 9,938 shares 9,938 $973K 0.08% -2,547 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 10,665 shares; 2025Q1: 11,334 shares; 2025Q2: 2,544 shares; 2025Q3: 2,308 shares; 2025Q4: 2,667 shares; 2026Q1: 2,015 shares 2,015 $943K 0.07% -652 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 10,965 shares; 2025Q1: 10,618 shares; 2025Q2: 8,977 shares; 2025Q3: 9,536 shares; 2025Q4: 10,710 shares; 2026Q1: 11,022 shares 11,022 $937K 0.07% +312 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 18,318 shares; 2025Q1: 18,007 shares; 2025Q2: 18,938 shares; 2025Q3: 20,678 shares; 2025Q4: 21,897 shares; 2026Q1: 25,054 shares 25,054 $933K 0.07% +3,157 Timeline XTN 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: 17,878 shares; 2024Q4: 17,878 shares; 2025Q1: 17,878 shares; 2025Q2: 17,878 shares; 2025Q3: 16,757 shares; 2025Q4: 16,757 shares; 2026Q1: 8,835 shares 8,835 $925K 0.07% -7,922 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 42,302 shares 42,302 $923K 0.07% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 4,736 shares; 2025Q1: 4,507 shares; 2025Q2: 4,483 shares; 2025Q3: 4,950 shares; 2025Q4: 5,476 shares; 2026Q1: 5,854 shares 5,854 $922K 0.07% +378 Timeline FTXH FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,120 shares 27,120 $908K 0.07% new 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: 4,216 shares; 2025Q1: 4,200 shares; 2025Q2: 4,277 shares; 2025Q3: 4,837 shares; 2025Q4: 4,891 shares; 2026Q1: 5,254 shares 5,254 $906K 0.07% +363 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 7,007 shares; 2025Q1: 6,772 shares; 2025Q2: 6,518 shares; 2025Q3: 6,582 shares; 2025Q4: 8,947 shares; 2026Q1: 9,985 shares 9,985 $903K 0.07% +1,038 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 8,500 shares; 2026Q1: 9,586 shares 9,586 $899K 0.07% +1,086 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: 4,238 shares; 2024Q4: 4,253 shares; 2025Q1: 4,170 shares; 2025Q2: 4,005 shares; 2025Q3: 5,291 shares; 2025Q4: 5,572 shares; 2026Q1: 5,269 shares 5,269 $897K 0.07% -303 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: 12,205 shares; 2024Q4: 12,634 shares; 2025Q1: 5,233 shares; 2025Q2: 5,116 shares; 2025Q3: 5,944 shares; 2025Q4: 6,738 shares; 2026Q1: 6,925 shares 6,925 $894K 0.07% +187 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 7,408 shares; 2025Q1: 7,961 shares; 2025Q2: 7,341 shares; 2025Q3: 12,562 shares; 2025Q4: 13,911 shares; 2026Q1: 11,028 shares 11,028 $888K 0.07% -2,883 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: 2,426 shares; 2024Q4: 2,430 shares; 2025Q1: 2,498 shares; 2025Q2: 2,312 shares; 2025Q3: 2,633 shares; 2025Q4: 2,806 shares; 2026Q1: 1,742 shares 1,742 $882K 0.07% -1,064 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: 17,826 shares; 2024Q4: 22,147 shares; 2025Q1: 21,579 shares; 2025Q2: 20,624 shares; 2025Q3: 20,609 shares; 2025Q4: 20,151 shares; 2026Q1: 18,997 shares 18,997 $873K 0.07% -1,154 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,160 shares; 2025Q1: 28,444 shares; 2025Q2: 28,479 shares; 2025Q3: 27,825 shares; 2025Q4: 27,874 shares; 2026Q1: 37,276 shares 37,276 $861K 0.07% +9,402 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 2,306 shares; 2025Q1: 2,497 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,965 shares; 2026Q1: 3,018 shares 3,018 $856K 0.07% +53 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY 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: not reported; 2026Q1: 81,457 shares 81,457 $833K 0.07% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,443 shares; 2025Q1: 965 shares; 2025Q2: 1,209 shares; 2025Q3: 1,380 shares; 2025Q4: 1,369 shares; 2026Q1: 1,630 shares 1,630 $833K 0.07% +261 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: 14,820 shares; 2024Q4: 11,666 shares; 2025Q1: 9,152 shares; 2025Q2: 9,007 shares; 2025Q3: 9,469 shares; 2025Q4: 9,779 shares; 2026Q1: 9,096 shares 9,096 $826K 0.06% -683 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,797 shares; 2024Q4: 93,209 shares; 2025Q1: 106,985 shares; 2025Q2: 12,229 shares; 2025Q3: 10,266 shares; 2025Q4: 5,953 shares; 2026Q1: 3,117 shares 3,117 $816K 0.06% -2,836 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,627 shares; 2025Q2: 9,271 shares; 2025Q3: 9,144 shares; 2025Q4: 9,407 shares; 2026Q1: 2,867 shares 2,867 $805K 0.06% -6,540 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,471 shares; 2025Q2: 91,882 shares; 2025Q3: 94,801 shares; 2025Q4: 101,860 shares; 2026Q1: 41,626 shares 41,626 $792K 0.06% -60,234 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: 6,030 shares; 2025Q1: 6,074 shares; 2025Q2: 6,082 shares; 2025Q3: 6,082 shares; 2025Q4: 8,973 shares; 2026Q1: 8,973 shares 8,973 $790K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 9,412 shares; 2025Q1: 9,268 shares; 2025Q2: 8,785 shares; 2025Q3: 8,650 shares; 2025Q4: 5,534 shares; 2026Q1: 9,257 shares 9,257 $779K 0.06% +3,723 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,766 shares 6,766 $773K 0.06% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 1,600 shares; 2025Q2: 1,959 shares; 2025Q3: 2,149 shares; 2025Q4: 2,487 shares; 2026Q1: 3,026 shares 3,026 $755K 0.06% +539 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: 9,645 shares; 2024Q4: 9,007 shares; 2025Q1: 9,007 shares; 2025Q2: 8,967 shares; 2025Q3: 8,792 shares; 2025Q4: 6,892 shares; 2026Q1: 6,842 shares 6,842 $735K 0.06% -50 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: 12,670 shares; 2024Q4: 13,438 shares; 2025Q1: 13,120 shares; 2025Q2: 13,349 shares; 2025Q3: 13,821 shares; 2025Q4: 13,529 shares; 2026Q1: 16,774 shares 16,774 $730K 0.06% +3,245 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: 1,161 shares; 2024Q4: 1,421 shares; 2025Q1: 1,515 shares; 2025Q2: 1,432 shares; 2025Q3: 1,868 shares; 2025Q4: 2,547 shares; 2026Q1: 2,527 shares 2,527 $719K 0.06% -20 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: 2,307 shares; 2024Q4: 2,059 shares; 2025Q1: 2,022 shares; 2025Q2: 2,008 shares; 2025Q3: 2,071 shares; 2025Q4: 1,469 shares; 2026Q1: 1,664 shares 1,664 $718K 0.06% +195 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: 17,046 shares; 2025Q1: 16,644 shares; 2025Q2: 16,766 shares; 2025Q3: 16,896 shares; 2025Q4: 18,494 shares; 2026Q1: 15,576 shares 15,576 $703K 0.05% -2,918 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: 3,168 shares; 2025Q1: 4,060 shares; 2025Q2: 4,240 shares; 2025Q3: 4,835 shares; 2025Q4: 5,826 shares; 2026Q1: 4,881 shares 4,881 $698K 0.05% -945 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: 5,384 shares; 2024Q4: 5,364 shares; 2025Q1: 5,018 shares; 2025Q2: 4,994 shares; 2025Q3: 4,964 shares; 2025Q4: 5,071 shares; 2026Q1: 4,762 shares 4,762 $687K 0.05% -309 Timeline VTHR 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: 1,396 shares; 2024Q4: 1,536 shares; 2025Q1: 1,593 shares; 2025Q2: 1,498 shares; 2025Q3: 1,592 shares; 2025Q4: 1,884 shares; 2026Q1: 2,142 shares 2,142 $677K 0.05% +258 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,671 shares 4,671 $673K 0.05% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 5,469 shares; 2025Q4: 5,469 shares; 2026Q1: 5,469 shares 5,469 $673K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,996 shares; 2025Q1: 1,919 shares; 2025Q2: 2,081 shares; 2025Q3: 2,194 shares; 2025Q4: 2,414 shares; 2026Q1: 2,490 shares 2,490 $672K 0.05% +76 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,671 shares; 2025Q1: 4,642 shares; 2025Q2: 4,492 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares; 2026Q1: 4,492 shares 4,492 $667K 0.05% -3 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: 2,209 shares; 2024Q4: 2,358 shares; 2025Q1: 2,299 shares; 2025Q2: 2,122 shares; 2025Q3: 2,302 shares; 2025Q4: 2,654 shares; 2026Q1: 2,991 shares 2,991 $662K 0.05% +337 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 4,059 shares; 2025Q1: 4,064 shares; 2025Q2: 3,711 shares; 2025Q3: 4,215 shares; 2025Q4: 3,961 shares; 2026Q1: 4,009 shares 4,009 $658K 0.05% +48 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 4,289 shares; 2026Q1: 4,289 shares 4,289 $654K 0.05% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,742 shares; 2025Q3: 3,723 shares; 2025Q4: 4,810 shares; 2026Q1: 7,768 shares 7,768 $648K 0.05% +2,958 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: 16,023 shares; 2024Q4: 22,780 shares; 2025Q1: 24,923 shares; 2025Q2: 24,899 shares; 2025Q3: 13,316 shares; 2025Q4: 12,907 shares; 2026Q1: 6,865 shares 6,865 $637K 0.05% -6,042 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 8,476 shares; 2025Q1: 7,579 shares; 2025Q2: 7,520 shares; 2025Q3: 7,257 shares; 2025Q4: 7,252 shares; 2026Q1: 6,749 shares 6,749 $615K 0.05% -503 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 6,156 shares; 2025Q1: 6,281 shares; 2025Q2: 6,103 shares; 2025Q3: 5,841 shares; 2025Q4: 6,090 shares; 2026Q1: 6,503 shares 6,503 $610K 0.05% +413 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,649 shares; 2025Q1: 4,703 shares; 2025Q2: 4,635 shares; 2025Q3: 4,529 shares; 2025Q4: 4,427 shares; 2026Q1: 4,286 shares 4,286 $607K 0.05% -141 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: 2,973 shares; 2024Q4: 5,623 shares; 2025Q1: 5,471 shares; 2025Q2: 5,230 shares; 2025Q3: 5,340 shares; 2025Q4: 5,417 shares; 2026Q1: 3,311 shares 3,311 $605K 0.05% -2,106 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: 1,871 shares; 2024Q4: 1,887 shares; 2025Q1: 1,817 shares; 2025Q2: 2,163 shares; 2025Q3: 3,768 shares; 2025Q4: 4,303 shares; 2026Q1: 3,299 shares 3,299 $596K 0.05% -1,004 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,712 shares; 2025Q1: 2,568 shares; 2025Q2: 2,439 shares; 2025Q3: 2,601 shares; 2025Q4: 2,825 shares; 2026Q1: 2,931 shares 2,931 $590K 0.05% +106 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,444 shares; 2025Q1: 4,399 shares; 2025Q2: 4,265 shares; 2025Q3: 4,246 shares; 2025Q4: 4,274 shares; 2026Q1: 3,959 shares 3,959 $586K 0.05% -315 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,567 shares; 2025Q1: 1,589 shares; 2025Q2: 1,553 shares; 2025Q3: 1,531 shares; 2025Q4: 1,702 shares; 2026Q1: 1,738 shares 1,738 $578K 0.05% +36 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: 623 shares; 2024Q4: 615 shares; 2025Q1: 631 shares; 2025Q2: 473 shares; 2025Q3: 503 shares; 2025Q4: 535 shares; 2026Q1: 401 shares 401 $574K 0.04% -134 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: 15,193 shares; 2024Q4: 18,579 shares; 2025Q1: 3,272 shares; 2025Q2: 3,411 shares; 2025Q3: 3,459 shares; 2025Q4: 4,414 shares; 2026Q1: 4,685 shares 4,685 $570K 0.04% +271 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,897 shares; 2025Q1: 5,046 shares; 2025Q2: 4,074 shares; 2025Q3: 4,180 shares; 2025Q4: 3,971 shares; 2026Q1: 3,920 shares 3,920 $565K 0.04% -51 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,722 shares; 2025Q1: 6,435 shares; 2025Q2: 6,109 shares; 2025Q3: 6,486 shares; 2025Q4: 7,438 shares; 2026Q1: 7,438 shares 7,438 $565K 0.04% 0 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: not reported; 2024Q4: 1,509 shares; 2025Q1: 1,597 shares; 2025Q2: 1,772 shares; 2025Q3: 2,139 shares; 2025Q4: 2,501 shares; 2026Q1: 2,907 shares 2,907 $559K 0.04% +406 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 4,378 shares; 2025Q1: 4,403 shares; 2025Q2: 4,353 shares; 2025Q3: 4,093 shares; 2025Q4: 3,668 shares; 2026Q1: 2,971 shares 2,971 $557K 0.04% -697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,175 shares 9,175 $556K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,272 shares; 2025Q1: 4,325 shares; 2025Q2: 3,960 shares; 2025Q3: 3,788 shares; 2025Q4: 3,972 shares; 2026Q1: 4,071 shares 4,071 $550K 0.04% +99 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: 5,053 shares; 2024Q4: 5,204 shares; 2025Q1: 5,568 shares; 2025Q2: 6,390 shares; 2025Q3: 6,684 shares; 2025Q4: 4,204 shares; 2026Q1: 3,987 shares 3,987 $545K 0.04% -217 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares; 2025Q4: 3,051 shares; 2026Q1: 3,716 shares 3,716 $544K 0.04% +665 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: 1,090 shares; 2025Q3: 2,137 shares; 2025Q4: 2,287 shares; 2026Q1: 2,399 shares 2,399 $543K 0.04% +112 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 6,137 shares; 2025Q1: 5,921 shares; 2025Q2: 5,909 shares; 2025Q3: 6,234 shares; 2025Q4: 6,388 shares; 2026Q1: 6,742 shares 6,742 $524K 0.04% +354 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,474 shares; 2025Q3: 5,274 shares; 2025Q4: 5,274 shares; 2026Q1: 5,040 shares 5,040 $523K 0.04% -234 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: 2,359 shares; 2024Q4: 2,368 shares; 2025Q1: 2,461 shares; 2025Q2: 2,117 shares; 2025Q3: 2,103 shares; 2025Q4: 2,162 shares; 2026Q1: 2,146 shares 2,146 $519K 0.04% -16 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 16,051 shares 16,051 $516K 0.04% new 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: 9,342 shares; 2024Q4: 9,981 shares; 2025Q1: 11,578 shares; 2025Q2: 12,055 shares; 2025Q3: 2,714 shares; 2025Q4: 1,951 shares; 2026Q1: 1,583 shares 1,583 $514K 0.04% -368 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,493 shares; 2024Q4: 21,853 shares; 2025Q1: 19,662 shares; 2025Q2: 19,097 shares; 2025Q3: 16,247 shares; 2025Q4: 10,074 shares; 2026Q1: 9,999 shares 9,999 $512K 0.04% -75 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 1,975 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,373 shares; 2026Q1: 3,127 shares 3,127 $506K 0.04% +754 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,918 shares; 2024Q4: 16,856 shares; 2025Q1: 16,457 shares; 2025Q2: 16,593 shares; 2025Q3: 17,223 shares; 2025Q4: 17,577 shares; 2026Q1: 16,311 shares 16,311 $505K 0.04% -1,266 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,870 shares; 2025Q4: 13,551 shares; 2026Q1: 14,880 shares 14,880 $493K 0.04% +1,329 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,553 shares 11,553 $487K 0.04% new 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: 2,583 shares 2,583 $484K 0.04% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,290 shares; 2024Q4: 87,502 shares; 2025Q1: 85,509 shares; 2025Q2: 71,610 shares; 2025Q3: 79,059 shares; 2025Q4: 82,038 shares; 2026Q1: 1,844 shares 1,844 $484K 0.04% -80,194 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 4,014 shares; 2026Q1: 4,122 shares 4,122 $478K 0.04% +108 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,756 shares; 2025Q1: 2,660 shares; 2025Q2: 2,785 shares; 2025Q3: 2,975 shares; 2025Q4: 3,431 shares; 2026Q1: 2,956 shares 2,956 $476K 0.04% -475 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,765 shares; 2025Q1: 6,423 shares; 2025Q2: 6,675 shares; 2025Q3: 6,662 shares; 2025Q4: 6,936 shares; 2026Q1: 6,576 shares 6,576 $469K 0.04% -360 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: 2,734 shares; 2024Q4: 2,709 shares; 2025Q1: 2,694 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,503 shares; 2026Q1: 2,426 shares 2,426 $452K 0.04% -77 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $450K 0.04% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,919 shares 4,919 $447K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 7,452 shares; 2025Q1: 7,231 shares; 2025Q2: 5,556 shares; 2025Q3: 5,758 shares; 2025Q4: 5,726 shares; 2026Q1: 5,850 shares 5,850 $441K 0.03% +124 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,790 shares; 2025Q1: 1,907 shares; 2025Q2: 2,106 shares; 2025Q3: 2,130 shares; 2025Q4: 2,207 shares; 2026Q1: 2,241 shares 2,241 $440K 0.03% +34 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,657 shares; 2024Q4: 33,814 shares; 2025Q1: 33,782 shares; 2025Q2: 34,304 shares; 2025Q3: 17,935 shares; 2025Q4: 7,340 shares; 2026Q1: 7,154 shares 7,154 $438K 0.03% -186 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 2,018 shares; 2025Q1: 1,680 shares; 2025Q2: 1,537 shares; 2025Q3: 1,735 shares; 2025Q4: 1,688 shares; 2026Q1: 1,915 shares 1,915 $433K 0.03% +227 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,934 shares; 2026Q1: 4,855 shares 4,855 $422K 0.03% +1,921 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,555 shares; 2025Q1: 3,397 shares; 2025Q2: 3,424 shares; 2025Q3: 3,534 shares; 2025Q4: 3,583 shares; 2026Q1: 3,637 shares 3,637 $419K 0.03% +54 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $414K 0.03% 0 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: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,874 shares; 2025Q3: 2,870 shares; 2025Q4: 2,870 shares; 2026Q1: 2,870 shares 2,870 $407K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 1,838 shares; 2025Q1: 1,931 shares; 2025Q2: 1,889 shares; 2025Q3: 1,918 shares; 2025Q4: 1,959 shares; 2026Q1: 1,142 shares 1,142 $407K 0.03% -817 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 5,509 shares; 2025Q1: 5,681 shares; 2025Q2: 5,465 shares; 2025Q3: 5,519 shares; 2025Q4: 5,468 shares; 2026Q1: 3,956 shares 3,956 $401K 0.03% -1,512 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 627 shares 627 $400K 0.03% new 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: 8,167 shares; 2024Q4: 7,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,663 shares; 2025Q4: 6,715 shares; 2026Q1: 7,023 shares 7,023 $393K 0.03% +308 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,119 shares; 2025Q4: 4,338 shares; 2026Q1: 4,258 shares 4,258 $383K 0.03% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,419 shares 3,419 $377K 0.03% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 19,319 shares; 2025Q1: 18,675 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,512 shares; 2026Q1: 2,472 shares 2,472 $364K 0.03% -40 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,010 shares; 2025Q1: 135,562 shares; 2025Q2: 140,787 shares; 2025Q3: 185,049 shares; 2025Q4: 199,716 shares; 2026Q1: 9,991 shares 9,991 $362K 0.03% -189,725 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: 13,405 shares; 2025Q1: 13,212 shares; 2025Q2: 6,851 shares; 2025Q3: 6,622 shares; 2025Q4: 6,191 shares; 2026Q1: 5,768 shares 5,768 $360K 0.03% -423 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: 8,332 shares; 2024Q4: 8,855 shares; 2025Q1: 8,332 shares; 2025Q2: 7,632 shares; 2025Q3: 7,132 shares; 2025Q4: 7,132 shares; 2026Q1: 7,132 shares 7,132 $360K 0.03% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,185 shares; 2025Q1: 1,198 shares; 2025Q2: 1,185 shares; 2025Q3: 1,238 shares; 2025Q4: 1,209 shares; 2026Q1: 1,177 shares 1,177 $360K 0.03% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 580 shares; 2025Q4: 598 shares; 2026Q1: 4,274 shares 4,274 $357K 0.03% +3,676 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,784 shares; 2024Q4: 6,861 shares; 2025Q1: 6,690 shares; 2025Q2: 6,097 shares; 2025Q3: 6,391 shares; 2025Q4: 6,660 shares; 2026Q1: 7,069 shares 7,069 $352K 0.03% +409 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: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 978 shares; 2025Q2: 1,008 shares; 2025Q3: 1,240 shares; 2025Q4: 1,458 shares; 2026Q1: 804 shares 804 $352K 0.03% -654 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982 shares 982 $335K 0.03% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,183 shares 2,183 $333K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,423 shares; 2025Q1: 2,602 shares; 2025Q2: 3,318 shares; 2025Q3: 3,396 shares; 2025Q4: 3,133 shares; 2026Q1: 2,486 shares 2,486 $330K 0.03% -647 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,459 shares; 2025Q4: 4,685 shares; 2026Q1: 4,992 shares 4,992 $329K 0.03% +307 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 10,598 shares; 2025Q1: 10,645 shares; 2025Q2: 10,832 shares; 2025Q3: 11,669 shares; 2025Q4: 11,951 shares; 2026Q1: 11,528 shares 11,528 $328K 0.03% -423 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 6,065 shares; 2025Q1: 5,910 shares; 2025Q2: 5,560 shares; 2025Q3: 5,557 shares; 2025Q4: 5,477 shares; 2026Q1: 4,836 shares 4,836 $327K 0.03% -641 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: 17,328 shares; 2024Q4: 11,960 shares; 2025Q1: 15,205 shares; 2025Q2: 13,039 shares; 2025Q3: 13,864 shares; 2025Q4: 11,898 shares; 2026Q1: 12,093 shares 12,093 $324K 0.03% +195 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $323K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,026 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,106 shares; 2026Q1: 1,234 shares 1,234 $320K 0.03% +128 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,383 shares 1,383 $312K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,088 shares; 2026Q1: 2,177 shares 2,177 $312K 0.02% +89 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS 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: not reported; 2026Q1: 914 shares 914 $307K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 957 shares; 2025Q4: 1,111 shares; 2026Q1: 1,186 shares 1,186 $307K 0.02% +75 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: 3,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,608 shares; 2025Q4: 4,110 shares; 2026Q1: 3,909 shares 3,909 $306K 0.02% -201 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 1,079 shares 1,079 $304K 0.02% +90 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,900 shares; 2025Q1: 1,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,412 shares 1,412 $304K 0.02% +12 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,443 shares; 2025Q4: 6,728 shares; 2026Q1: 6,662 shares 6,662 $300K 0.02% -66 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,150 shares; 2025Q1: 3,216 shares; 2025Q2: 3,280 shares; 2025Q3: 2,740 shares; 2025Q4: 2,860 shares; 2026Q1: 1,710 shares 1,710 $300K 0.02% -1,150 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 1,677 shares 1,677 $298K 0.02% +1,617 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: 16,891 shares; 2024Q4: 17,012 shares; 2025Q1: 17,088 shares; 2025Q2: 17,532 shares; 2025Q3: 17,243 shares; 2025Q4: 16,053 shares; 2026Q1: 10,378 shares 10,378 $291K 0.02% -5,675 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $291K 0.02% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $290K 0.02% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,000 shares; 2025Q1: 2,992 shares; 2025Q2: 2,995 shares; 2025Q3: 3,426 shares; 2025Q4: 3,436 shares; 2026Q1: 3,436 shares 3,436 $285K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,152 shares 4,152 $285K 0.02% new 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: 2,885 shares; 2024Q4: 3,782 shares; 2025Q1: 4,270 shares; 2025Q2: 4,429 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares 1,793 $284K 0.02% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 3,538 shares; 2025Q1: 2,779 shares; 2025Q2: 1,866 shares; 2025Q3: 1,759 shares; 2025Q4: 1,739 shares; 2026Q1: 1,539 shares 1,539 $283K 0.02% -200 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 850 shares; 2025Q1: 839 shares; 2025Q2: 705 shares; 2025Q3: 691 shares; 2025Q4: 735 shares; 2026Q1: 869 shares 869 $281K 0.02% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177 shares 177 $281K 0.02% new 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: 4,401 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares; 2025Q4: 4,476 shares; 2026Q1: 4,476 shares 4,476 $280K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,237 shares; 2025Q2: 3,180 shares; 2025Q3: 3,186 shares; 2025Q4: 6,372 shares; 2026Q1: 6,002 shares 6,002 $277K 0.02% -370 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,527 shares; 2025Q4: 4,968 shares; 2026Q1: 5,414 shares 5,414 $272K 0.02% +446 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,946 shares; 2024Q4: 10,996 shares; 2025Q1: 10,946 shares; 2025Q2: 11,030 shares; 2025Q3: 11,030 shares; 2025Q4: 11,030 shares; 2026Q1: 11,030 shares 11,030 $272K 0.02% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,244 shares; 2025Q3: 21,120 shares; 2025Q4: 22,395 shares; 2026Q1: 22,395 shares 22,395 $269K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,489 shares; 2025Q1: 3,449 shares; 2025Q2: 3,149 shares; 2025Q3: 3,136 shares; 2025Q4: 3,361 shares; 2026Q1: 2,074 shares 2,074 $267K 0.02% -1,287 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,968 shares; 2025Q1: 1,969 shares; 2025Q2: 1,945 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,612 shares 1,612 $266K 0.02% -308 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 11,160 shares; 2025Q1: 11,213 shares; 2025Q2: 10,670 shares; 2025Q3: 11,103 shares; 2025Q4: not reported; 2026Q1: 1,772 shares 1,772 $266K 0.02% new Timeline ILCG 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: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $265K 0.02% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,592 shares; 2026Q1: 1,897 shares 1,897 $263K 0.02% +305 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,774 shares; 2025Q2: 1,784 shares; 2025Q3: 1,892 shares; 2025Q4: 6,139 shares; 2026Q1: 2,112 shares 2,112 $260K 0.02% -4,027 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 943 shares; 2025Q1: 941 shares; 2025Q2: 855 shares; 2025Q3: 836 shares; 2025Q4: 850 shares; 2026Q1: 760 shares 760 $258K 0.02% -90 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,723 shares; 2025Q1: 2,674 shares; 2025Q2: 2,799 shares; 2025Q3: 3,424 shares; 2025Q4: 3,533 shares; 2026Q1: 2,136 shares 2,136 $257K 0.02% -1,397 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares; 2025Q4: not reported; 2026Q1: 5,488 shares 5,488 $256K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,883 shares; 2025Q2: 4,754 shares; 2025Q3: 4,792 shares; 2025Q4: 3,707 shares; 2026Q1: 3,580 shares 3,580 $253K 0.02% -127 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares 3,563 $252K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,513 shares; 2026Q1: 2,500 shares 2,500 $251K 0.02% -13 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 6,049 shares; 2025Q1: 6,049 shares; 2025Q2: 5,499 shares; 2025Q3: 5,499 shares; 2025Q4: 5,506 shares; 2026Q1: 5,231 shares 5,231 $249K 0.02% -275 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 1,981 shares 1,981 $249K 0.02% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,848 shares; 2025Q1: 8,480 shares; 2025Q2: 5,810 shares; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $248K 0.02% new 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: 6,319 shares; 2025Q1: 5,751 shares; 2025Q2: 4,524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,282 shares 4,282 $247K 0.02% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares 1,531 $245K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 3,585 shares; 2026Q1: 3,891 shares 3,891 $244K 0.02% +306 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: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 1,600 shares; 2025Q4: 531 shares; 2026Q1: 506 shares 506 $243K 0.02% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares 599 $240K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 919 shares; 2026Q1: 919 shares 919 $237K 0.02% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,931 shares 5,931 $237K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS 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: 3,451 shares; 2025Q3: 3,028 shares; 2025Q4: 3,362 shares; 2026Q1: 2,793 shares 2,793 $237K 0.02% -569 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 219 shares 219 $234K 0.02% new 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: 6,177 shares; 2024Q4: 2,682 shares; 2025Q1: 974 shares; 2025Q2: 1,008 shares; 2025Q3: 1,097 shares; 2025Q4: 1,418 shares; 2026Q1: 829 shares 829 $234K 0.02% -589 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 20,574 shares; 2025Q1: 24,749 shares; 2025Q2: 3,078 shares; 2025Q3: 1,814 shares; 2025Q4: 2,061 shares; 2026Q1: 1,819 shares 1,819 $233K 0.02% -242 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 127 shares; 2025Q4: 116 shares; 2026Q1: 117 shares 117 $231K 0.02% +1 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,223 shares; 2025Q1: 1,152 shares; 2025Q2: 1,136 shares; 2025Q3: 1,104 shares; 2025Q4: 1,123 shares; 2026Q1: 1,024 shares 1,024 $231K 0.02% -99 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,076 shares 5,076 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,300 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares 2,102 $230K 0.02% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $229K 0.02% 0 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: not reported; 2026Q1: 1,080 shares 1,080 $229K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: not reported; 2026Q1: 348 shares 348 $228K 0.02% new 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: not reported; 2025Q4: 1,067 shares; 2026Q1: 1,125 shares 1,125 $228K 0.02% +58 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,743 shares; 2025Q1: 4,594 shares; 2025Q2: 4,479 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,270 shares 2,270 $226K 0.02% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,569 shares 1,569 $226K 0.02% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,408 shares; 2025Q2: 3,894 shares; 2025Q3: 3,909 shares; 2025Q4: 3,971 shares; 2026Q1: 3,408 shares 3,408 $226K 0.02% -563 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,902 shares; 2025Q1: 4,902 shares; 2025Q2: 4,902 shares; 2025Q3: 4,902 shares; 2025Q4: 4,902 shares; 2026Q1: 4,902 shares 4,902 $226K 0.02% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,332 shares; 2025Q1: 5,973 shares; 2025Q2: 5,016 shares; 2025Q3: 4,953 shares; 2025Q4: 5,068 shares; 2026Q1: 6,147 shares 6,147 $224K 0.02% +1,079 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,870 shares 3,870 $221K 0.02% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,223 shares; 2025Q2: not reported; 2025Q3: 7,803 shares; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $219K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $218K 0.02% 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: not reported; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $215K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,733 shares; 2026Q1: 3,723 shares 3,723 $214K 0.02% -10 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,149 shares; 2025Q1: 2,313 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares; 2026Q1: 1,498 shares 1,498 $212K 0.02% -150 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,966 shares; 2024Q4: 12,463 shares; 2025Q1: 12,076 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 11,966 shares; 2026Q1: 11,966 shares 11,966 $212K 0.02% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 1,897 shares; 2025Q1: 1,736 shares; 2025Q2: 1,810 shares; 2025Q3: 1,822 shares; 2025Q4: 1,947 shares; 2026Q1: 1,785 shares 1,785 $210K 0.02% -162 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,745 shares 6,745 $210K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares 1,850 $210K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,634 shares 2,634 $209K 0.02% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,069 shares 3,069 $209K 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712 shares 712 $207K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,274 shares 2,274 $205K 0.02% new 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: 20,068 shares; 2024Q4: 20,068 shares; 2025Q1: 20,068 shares; 2025Q2: 18,664 shares; 2025Q3: 18,724 shares; 2025Q4: 18,465 shares; 2026Q1: 18,469 shares 18,469 $204K 0.02% +4 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $204K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,371 shares 1,371 $203K 0.02% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,180 shares 3,180 $203K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,535 shares; 2024Q4: 25,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,311 shares 4,311 $203K 0.02% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,455 shares; 2024Q4: 16,455 shares; 2025Q1: 16,455 shares; 2025Q2: 16,455 shares; 2025Q3: 16,455 shares; 2025Q4: 16,455 shares; 2026Q1: 16,455 shares 16,455 $203K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,326 shares 2,326 $201K 0.02% new Timeline MATX MATSON INC More: the full row for MATSON 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: 1,138 shares 1,138 $201K 0.02% new Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,547 shares; 2025Q2: 10,547 shares; 2025Q3: 10,331 shares; 2025Q4: 10,333 shares; 2026Q1: 11,225 shares 11,225 $164K 0.01% +892 Timeline DGXX DIGI PWR X INC More: the full row for DIGI PWR X 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 13,000 shares; 2026Q1: 20,000 shares 20,000 $66.6K 0.01% +7,000 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 19,225 shares 19,225 $60.4K <0.01% new Timeline