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: 409,649 shares; 2024Q4: 740,168 shares; 2025Q1: 1,655,771 shares; 2025Q2: 1,284,302 shares; 2025Q3: 1,165,845 shares; 2025Q4: 1,244,112 shares; 2026Q1: 1,210,899 shares 1,210,899 $62M 5.95% -33,213 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: 126,057 shares; 2024Q4: 126,900 shares; 2025Q1: 112,056 shares; 2025Q2: 108,395 shares; 2025Q3: 126,676 shares; 2025Q4: 170,783 shares; 2026Q1: 193,694 shares 193,694 $49.2M 4.72% +22,911 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: 136,894 shares; 2024Q4: 141,112 shares; 2025Q1: 143,122 shares; 2025Q2: 163,455 shares; 2025Q3: 222,986 shares; 2025Q4: 241,884 shares; 2026Q1: 270,279 shares 270,279 $47.1M 4.53% +28,395 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: 64,052 shares; 2024Q4: 65,671 shares; 2025Q1: 59,932 shares; 2025Q2: 60,382 shares; 2025Q3: 69,275 shares; 2025Q4: 71,917 shares; 2026Q1: 78,271 shares 78,271 $29M 2.78% +6,354 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: 107,562 shares; 2024Q4: 97,471 shares; 2025Q1: 94,295 shares; 2025Q2: 93,894 shares; 2025Q3: 97,276 shares; 2025Q4: 102,948 shares; 2026Q1: 99,500 shares 99,500 $20.7M 1.99% -3,448 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: 53,649 shares; 2024Q4: 55,382 shares; 2025Q1: 52,430 shares; 2025Q2: 56,238 shares; 2025Q3: 62,260 shares; 2025Q4: 64,170 shares; 2026Q1: 66,925 shares 66,925 $19.2M 1.85% +2,755 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 14,042 shares; 2025Q1: 12,080 shares; 2025Q2: 196,673 shares; 2025Q3: 219,502 shares; 2025Q4: 172,313 shares; 2026Q1: 203,914 shares 203,914 $18.7M 1.8% +31,601 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: 30,643 shares; 2024Q4: 34,000 shares; 2025Q1: 31,698 shares; 2025Q2: 34,075 shares; 2025Q3: 49,045 shares; 2025Q4: 57,436 shares; 2026Q1: 52,537 shares 52,537 $16.3M 1.56% -4,899 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: 59,497 shares; 2025Q1: 62,149 shares; 2025Q2: 14,567 shares; 2025Q3: 15,808 shares; 2025Q4: 62,760 shares; 2026Q1: 65,808 shares 65,808 $14.1M 1.35% +3,048 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: 52,996 shares; 2024Q4: 52,243 shares; 2025Q1: 43,347 shares; 2025Q2: 41,651 shares; 2025Q3: 42,975 shares; 2025Q4: 44,919 shares; 2026Q1: 46,324 shares 46,324 $13.3M 1.28% +1,405 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: 11,558 shares; 2024Q4: 11,420 shares; 2025Q1: 11,168 shares; 2025Q2: 12,256 shares; 2025Q3: 16,212 shares; 2025Q4: 16,960 shares; 2026Q1: 21,464 shares 21,464 $12.3M 1.18% +4,504 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: 21,653 shares; 2024Q4: 92,076 shares; 2025Q1: 92,820 shares; 2025Q2: 19,686 shares; 2025Q3: 19,311 shares; 2025Q4: 176,915 shares; 2026Q1: 200,824 shares 200,824 $12.2M 1.17% +23,909 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: 27,012 shares; 2024Q4: 31,594 shares; 2025Q1: 25,020 shares; 2025Q2: 107,519 shares; 2025Q3: 29,130 shares; 2025Q4: 156,434 shares; 2026Q1: 182,750 shares 182,750 $12.1M 1.16% +26,316 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: 7,800 shares; 2024Q4: 8,231 shares; 2025Q1: 6,097 shares; 2025Q2: 6,156 shares; 2025Q3: 32,830 shares; 2025Q4: 8,284 shares; 2026Q1: 59,780 shares 59,780 $11.2M 1.07% +51,496 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: 21,696 shares; 2024Q4: 21,773 shares; 2025Q1: 24,130 shares; 2025Q2: 23,715 shares; 2025Q3: 22,403 shares; 2025Q4: 21,976 shares; 2026Q1: 82,368 shares 82,368 $10.6M 1.02% +60,392 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: 25,536 shares; 2024Q4: 26,392 shares; 2025Q1: 54,218 shares; 2025Q2: 28,637 shares; 2025Q3: 17,527 shares; 2025Q4: 15,795 shares; 2026Q1: 15,999 shares 15,999 $10.4M 1% +204 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: 15,353 shares; 2024Q4: 15,315 shares; 2025Q1: 19,181 shares; 2025Q2: 18,609 shares; 2025Q3: 22,970 shares; 2025Q4: 26,062 shares; 2026Q1: 27,606 shares 27,606 $10.3M 0.99% +1,544 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,183 shares; 2025Q4: not reported; 2026Q1: 234,208 shares 234,208 $10M 0.97% new 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: 15,565 shares; 2024Q4: 2,236 shares; 2025Q1: 2,667 shares; 2025Q2: 18,631 shares; 2025Q3: 16,848 shares; 2025Q4: 17,213 shares; 2026Q1: 17,193 shares 17,193 $9.92M 0.95% -20 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: 2,440 shares; 2025Q1: not reported; 2025Q2: 57,730 shares; 2025Q3: 57,073 shares; 2025Q4: 55,240 shares; 2026Q1: 79,476 shares 79,476 $9.76M 0.94% +24,236 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,782 shares; 2025Q3: 34,047 shares; 2025Q4: not reported; 2026Q1: 39,481 shares 39,481 $9.12M 0.88% new 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: 3,939 shares; 2024Q4: 6,993 shares; 2025Q1: 8,710 shares; 2025Q2: 8,769 shares; 2025Q3: 8,852 shares; 2025Q4: 9,165 shares; 2026Q1: 9,417 shares 9,417 $8.66M 0.83% +252 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: 24,500 shares; 2024Q4: 25,953 shares; 2025Q1: 35,786 shares; 2025Q2: 30,420 shares; 2025Q3: 33,960 shares; 2025Q4: 35,019 shares; 2026Q1: 32,721 shares 32,721 $8M 0.77% -2,298 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: 12,169 shares; 2024Q4: 12,702 shares; 2025Q1: 12,716 shares; 2025Q2: 12,970 shares; 2025Q3: 14,963 shares; 2025Q4: 15,371 shares; 2026Q1: 16,094 shares 16,094 $7.71M 0.74% +723 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: 68,187 shares; 2024Q4: 41,747 shares; 2025Q1: 51,234 shares; 2025Q2: 46,367 shares; 2025Q3: 43,155 shares; 2025Q4: 45,062 shares; 2026Q1: 45,438 shares 45,438 $7.51M 0.72% +376 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: 88,873 shares; 2024Q4: 87,260 shares; 2025Q1: 90,595 shares; 2025Q2: 86,706 shares; 2025Q3: 88,534 shares; 2025Q4: 91,528 shares; 2026Q1: 94,105 shares 94,105 $7.3M 0.7% +2,577 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: 9,561 shares; 2024Q4: 9,317 shares; 2025Q1: 7,028 shares; 2025Q2: 7,366 shares; 2025Q3: 7,072 shares; 2025Q4: 63,947 shares; 2026Q1: 73,715 shares 73,715 $7.09M 0.68% +9,768 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: 20,718 shares; 2024Q4: 21,341 shares; 2025Q1: 21,167 shares; 2025Q2: 20,892 shares; 2025Q3: 22,027 shares; 2025Q4: 24,589 shares; 2026Q1: 23,568 shares 23,568 $6.93M 0.67% -1,021 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: 27,185 shares; 2024Q4: 26,659 shares; 2025Q1: 25,938 shares; 2025Q2: 24,820 shares; 2025Q3: 42,596 shares; 2025Q4: 22,921 shares; 2026Q1: 22,708 shares 22,708 $6.86M 0.66% -213 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: 11,333 shares; 2024Q4: 12,040 shares; 2025Q1: 12,312 shares; 2025Q2: 11,976 shares; 2025Q3: 11,924 shares; 2025Q4: 10,639 shares; 2026Q1: 10,413 shares 10,413 $6.8M 0.65% -226 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: 38,272 shares; 2024Q4: 39,965 shares; 2025Q1: 38,632 shares; 2025Q2: 32,363 shares; 2025Q3: 31,135 shares; 2025Q4: 34,536 shares; 2026Q1: 39,499 shares 39,499 $6.7M 0.64% +4,963 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,043 shares; 2025Q4: not reported; 2026Q1: 124,485 shares 124,485 $6.55M 0.63% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,263 shares; 2025Q4: 45,932 shares; 2026Q1: 38,627 shares 38,627 $6.17M 0.59% -7,305 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: 14,092 shares; 2024Q4: 13,889 shares; 2025Q1: 14,093 shares; 2025Q2: 14,167 shares; 2025Q3: 13,837 shares; 2025Q4: 12,662 shares; 2026Q1: 12,037 shares 12,037 $6.02M 0.58% -625 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,435 shares 41,435 $6M 0.58% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,899 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,655 shares 35,655 $5.91M 0.57% 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: 104,767 shares; 2024Q4: 102,686 shares; 2025Q1: 108,855 shares; 2025Q2: 106,801 shares; 2025Q3: 114,972 shares; 2025Q4: 113,921 shares; 2026Q1: 108,870 shares 108,870 $5.47M 0.53% -5,051 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: 60,519 shares; 2024Q4: 54,576 shares; 2025Q1: 51,397 shares; 2025Q2: 53,006 shares; 2025Q3: 54,362 shares; 2025Q4: 50,270 shares; 2026Q1: 66,523 shares 66,523 $5.3M 0.51% +16,253 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: 35,603 shares; 2024Q4: 40,094 shares; 2025Q1: 42,060 shares; 2025Q2: 39,768 shares; 2025Q3: 37,437 shares; 2025Q4: 35,805 shares; 2026Q1: 35,271 shares 35,271 $5.19M 0.5% -534 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 3,160 shares; 2025Q1: 3,111 shares; 2025Q2: 3,831 shares; 2025Q3: 3,824 shares; 2025Q4: 4,457 shares; 2026Q1: 5,111 shares 5,111 $5.09M 0.49% +654 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: 27,233 shares; 2024Q4: 29,487 shares; 2025Q1: 32,238 shares; 2025Q2: 32,359 shares; 2025Q3: 41,155 shares; 2025Q4: 41,166 shares; 2026Q1: 42,225 shares 42,225 $5.08M 0.49% +1,059 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: 39,372 shares; 2024Q4: 34,423 shares; 2025Q1: 22,717 shares; 2025Q2: 24,734 shares; 2025Q3: 24,494 shares; 2025Q4: 24,036 shares; 2026Q1: 23,193 shares 23,193 $4.79M 0.46% -843 Timeline JPST 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: 526,055 shares; 2024Q4: 503,482 shares; 2025Q1: 506,086 shares; 2025Q2: 102,655 shares; 2025Q3: 98,011 shares; 2025Q4: 88,098 shares; 2026Q1: 92,067 shares 92,067 $4.66M 0.45% +3,969 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: 9,630 shares; 2024Q4: 9,753 shares; 2025Q1: 11,059 shares; 2025Q2: 10,998 shares; 2025Q3: 11,794 shares; 2025Q4: 12,108 shares; 2026Q1: 13,540 shares 13,540 $4.63M 0.44% +1,432 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: 17,359 shares; 2024Q4: 18,818 shares; 2025Q1: 24,978 shares; 2025Q2: 17,223 shares; 2025Q3: 20,369 shares; 2025Q4: 20,186 shares; 2026Q1: 22,330 shares 22,330 $4.62M 0.44% +2,144 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: 32,917 shares; 2024Q4: 32,622 shares; 2025Q1: 19,169 shares; 2025Q2: 16,333 shares; 2025Q3: 18,763 shares; 2025Q4: 20,497 shares; 2026Q1: 35,492 shares 35,492 $4.41M 0.42% +14,995 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: 24,437 shares; 2024Q4: 2,250 shares; 2025Q1: 2,374 shares; 2025Q2: 3,059 shares; 2025Q3: 3,637 shares; 2025Q4: 4,302 shares; 2026Q1: 15,484 shares 15,484 $4.39M 0.42% +11,182 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: 7,819 shares; 2024Q4: 6,478 shares; 2025Q1: 7,994 shares; 2025Q2: 12,470 shares; 2025Q3: 16,402 shares; 2025Q4: 16,926 shares; 2026Q1: 21,324 shares 21,324 $4.34M 0.42% +4,398 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: 38,782 shares; 2024Q4: 38,044 shares; 2025Q1: 29,694 shares; 2025Q2: 26,056 shares; 2025Q3: 25,093 shares; 2025Q4: 22,729 shares; 2026Q1: 22,343 shares 22,343 $4.31M 0.41% -386 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,638 shares; 2024Q4: 53,132 shares; 2025Q1: 48,999 shares; 2025Q2: 50,915 shares; 2025Q3: 41,671 shares; 2025Q4: 50,076 shares; 2026Q1: 55,766 shares 55,766 $4.24M 0.41% +5,690 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,780 shares; 2024Q4: 35,531 shares; 2025Q1: 37,149 shares; 2025Q2: 44,887 shares; 2025Q3: 44,031 shares; 2025Q4: 42,634 shares; 2026Q1: 43,158 shares 43,158 $4.23M 0.41% +524 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: 25,759 shares; 2024Q4: 26,104 shares; 2025Q1: 27,046 shares; 2025Q2: 73,771 shares; 2025Q3: 30,609 shares; 2025Q4: 31,047 shares; 2026Q1: 30,297 shares 30,297 $4.22M 0.41% -750 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: 89,621 shares; 2024Q4: 85,967 shares; 2025Q1: 89,035 shares; 2025Q2: 92,430 shares; 2025Q3: 91,991 shares; 2025Q4: 87,461 shares; 2026Q1: 85,232 shares 85,232 $4.16M 0.4% -2,229 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: 17,751 shares; 2024Q4: 17,681 shares; 2025Q1: 22,041 shares; 2025Q2: 19,133 shares; 2025Q3: 18,896 shares; 2025Q4: 19,397 shares; 2026Q1: 18,647 shares 18,647 $4.06M 0.39% -750 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: 4,107 shares; 2024Q4: 4,431 shares; 2025Q1: 4,458 shares; 2025Q2: 5,648 shares; 2025Q3: 6,439 shares; 2025Q4: 7,293 shares; 2026Q1: 11,997 shares 11,997 $4.05M 0.39% +4,704 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,221 shares; 2024Q4: 6,118 shares; 2025Q1: 4,304 shares; 2025Q2: 4,897 shares; 2025Q3: 4,675 shares; 2025Q4: 23,858 shares; 2026Q1: 37,903 shares 37,903 $3.96M 0.38% +14,045 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: 18,963 shares; 2024Q4: 20,768 shares; 2025Q1: 22,496 shares; 2025Q2: 22,106 shares; 2025Q3: 26,903 shares; 2025Q4: 24,203 shares; 2026Q1: 24,673 shares 24,673 $3.83M 0.37% +470 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: 4,698 shares; 2024Q4: 5,213 shares; 2025Q1: 4,453 shares; 2025Q2: 4,700 shares; 2025Q3: 4,230 shares; 2025Q4: 3,951 shares; 2026Q1: 5,361 shares 5,361 $3.8M 0.36% +1,410 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,633 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,193 shares; 2025Q4: 10,954 shares; 2026Q1: 10,237 shares 10,237 $3.79M 0.36% -717 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: 5,252 shares; 2025Q1: 9,412 shares; 2025Q2: 15,345 shares; 2025Q3: 20,453 shares; 2025Q4: 24,728 shares; 2026Q1: 25,924 shares 25,924 $3.79M 0.36% +1,196 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,003 shares; 2024Q4: 192,326 shares; 2025Q1: 195,202 shares; 2025Q2: 206,235 shares; 2025Q3: 240,596 shares; 2025Q4: 264,208 shares; 2026Q1: 270,227 shares 270,227 $3.66M 0.35% +6,019 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: 514 shares; 2025Q3: 745 shares; 2025Q4: 932 shares; 2026Q1: 4,164 shares 4,164 $3.63M 0.35% +3,232 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: 85,227 shares; 2024Q4: 113,611 shares; 2025Q1: 126,991 shares; 2025Q2: 130,072 shares; 2025Q3: 133,847 shares; 2025Q4: 124,959 shares; 2026Q1: 125,302 shares 125,302 $3.63M 0.35% +343 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,050 shares; 2026Q1: 186,595 shares 186,595 $3.58M 0.34% +159,545 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 5,548 shares; 2025Q1: 6,324 shares; 2025Q2: 6,710 shares; 2025Q3: 6,711 shares; 2025Q4: 8,504 shares; 2026Q1: 9,898 shares 9,898 $3.48M 0.33% +1,394 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: 43,335 shares; 2024Q4: 40,452 shares; 2025Q1: 38,622 shares; 2025Q2: 37,375 shares; 2025Q3: 84,468 shares; 2025Q4: 28,084 shares; 2026Q1: 28,397 shares 28,397 $3.37M 0.32% +313 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: 17,238 shares; 2024Q4: 18,192 shares; 2025Q1: 30,219 shares; 2025Q2: 39,270 shares; 2025Q3: 38,246 shares; 2025Q4: 33,607 shares; 2026Q1: 36,804 shares 36,804 $3.29M 0.32% +3,197 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: 28,528 shares; 2024Q4: 30,088 shares; 2025Q1: 32,519 shares; 2025Q2: 12,675 shares; 2025Q3: 13,109 shares; 2025Q4: 13,325 shares; 2026Q1: 16,428 shares 16,428 $3.19M 0.31% +3,103 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,203 shares; 2024Q4: 54,699 shares; 2025Q1: 54,111 shares; 2025Q2: 62,387 shares; 2025Q3: 69,360 shares; 2025Q4: 68,479 shares; 2026Q1: 69,049 shares 69,049 $3.15M 0.3% +570 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: 6,389 shares; 2024Q4: 6,622 shares; 2025Q1: 6,295 shares; 2025Q2: 6,635 shares; 2025Q3: 7,031 shares; 2025Q4: 7,279 shares; 2026Q1: 10,009 shares 10,009 $3.11M 0.3% +2,730 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: 18,550 shares; 2024Q4: 20,319 shares; 2025Q1: 21,495 shares; 2025Q2: 20,935 shares; 2025Q3: 21,687 shares; 2025Q4: 19,206 shares; 2026Q1: 21,479 shares 21,479 $3.1M 0.3% +2,273 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,112 shares; 2024Q4: 22,908 shares; 2025Q1: 19,548 shares; 2025Q2: 16,008 shares; 2025Q3: 14,944 shares; 2025Q4: 13,648 shares; 2026Q1: 14,768 shares 14,768 $3M 0.29% +1,120 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: 9,481 shares; 2024Q4: 9,181 shares; 2025Q1: 9,464 shares; 2025Q2: 9,247 shares; 2025Q3: 9,913 shares; 2025Q4: 9,055 shares; 2026Q1: 9,038 shares 9,038 $2.97M 0.29% -17 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: 16,328 shares; 2024Q4: 22,099 shares; 2025Q1: 20,927 shares; 2025Q2: 24,865 shares; 2025Q3: 25,082 shares; 2025Q4: 20,429 shares; 2026Q1: 21,887 shares 21,887 $2.89M 0.28% +1,458 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: 10,186 shares; 2024Q4: 9,600 shares; 2025Q1: 9,406 shares; 2025Q2: 9,530 shares; 2025Q3: 8,770 shares; 2025Q4: 9,066 shares; 2026Q1: 11,650 shares 11,650 $2.75M 0.26% +2,584 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 2,357 shares; 2025Q1: 2,026 shares; 2025Q2: 1,966 shares; 2025Q3: 1,822 shares; 2025Q4: 1,903 shares; 2026Q1: 2,078 shares 2,078 $2.74M 0.26% +175 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,822 shares; 2024Q4: 34,407 shares; 2025Q1: 35,286 shares; 2025Q2: 44,416 shares; 2025Q3: 48,164 shares; 2025Q4: 47,754 shares; 2026Q1: 48,068 shares 48,068 $2.72M 0.26% +314 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,664 shares; 2024Q4: 19,879 shares; 2025Q1: 20,254 shares; 2025Q2: 20,967 shares; 2025Q3: 21,267 shares; 2025Q4: 19,222 shares; 2026Q1: 19,322 shares 19,322 $2.62M 0.25% +100 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: 22,061 shares; 2024Q4: 22,260 shares; 2025Q1: 22,182 shares; 2025Q2: 21,279 shares; 2025Q3: 22,618 shares; 2025Q4: 20,983 shares; 2026Q1: 27,147 shares 27,147 $2.62M 0.25% +6,164 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: 15,037 shares; 2024Q4: 15,709 shares; 2025Q1: 17,401 shares; 2025Q2: 18,075 shares; 2025Q3: 18,222 shares; 2025Q4: 20,238 shares; 2026Q1: 19,782 shares 19,782 $2.59M 0.25% -456 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,854 shares; 2024Q4: 29,868 shares; 2025Q1: 32,372 shares; 2025Q2: 40,455 shares; 2025Q3: 40,118 shares; 2025Q4: 28,529 shares; 2026Q1: 39,747 shares 39,747 $2.58M 0.25% +11,218 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: 86,778 shares; 2024Q4: 603,657 shares; 2025Q1: 134,598 shares; 2025Q2: 72,623 shares; 2025Q3: 57,078 shares; 2025Q4: 44,126 shares; 2026Q1: 50,804 shares 50,804 $2.56M 0.25% +6,678 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: 33,532 shares; 2024Q4: 33,121 shares; 2025Q1: 34,104 shares; 2025Q2: 35,114 shares; 2025Q3: 34,815 shares; 2025Q4: 35,145 shares; 2026Q1: 35,599 shares 35,599 $2.56M 0.25% +454 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: 6,182 shares; 2024Q4: 6,183 shares; 2025Q1: 6,330 shares; 2025Q2: 7,163 shares; 2025Q3: 6,908 shares; 2025Q4: 7,424 shares; 2026Q1: 8,656 shares 8,656 $2.56M 0.25% +1,232 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,746 shares; 2025Q1: 1,763 shares; 2025Q2: 2,453 shares; 2025Q3: 2,107 shares; 2025Q4: 5,342 shares; 2026Q1: 5,482 shares 5,482 $2.53M 0.24% +140 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: 7,970 shares; 2024Q4: 9,752 shares; 2025Q1: 24,183 shares; 2025Q2: 24,634 shares; 2025Q3: 25,007 shares; 2025Q4: 26,500 shares; 2026Q1: 26,851 shares 26,851 $2.52M 0.24% +351 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,604 shares; 2024Q4: 11,473 shares; 2025Q1: 13,577 shares; 2025Q2: 18,944 shares; 2025Q3: 19,545 shares; 2025Q4: 16,179 shares; 2026Q1: 43,371 shares 43,371 $2.5M 0.24% +27,192 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,980 shares; 2024Q4: 39,425 shares; 2025Q1: 33,569 shares; 2025Q2: 32,297 shares; 2025Q3: 31,229 shares; 2025Q4: 29,894 shares; 2026Q1: 28,759 shares 28,759 $2.49M 0.24% -1,135 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: 1,462 shares; 2024Q4: 1,543 shares; 2025Q1: 5,875 shares; 2025Q2: 6,756 shares; 2025Q3: 6,730 shares; 2025Q4: 6,648 shares; 2026Q1: 9,520 shares 9,520 $2.31M 0.22% +2,872 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: 14,249 shares; 2024Q4: 14,133 shares; 2025Q1: 13,057 shares; 2025Q2: 13,477 shares; 2025Q3: 13,849 shares; 2025Q4: 13,963 shares; 2026Q1: 13,872 shares 13,872 $2.28M 0.22% -91 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 4,620 shares; 2025Q1: 4,489 shares; 2025Q2: 4,422 shares; 2025Q3: 5,140 shares; 2025Q4: 4,518 shares; 2026Q1: 4,218 shares 4,218 $2.27M 0.22% -300 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: 18,158 shares; 2024Q4: 18,559 shares; 2025Q1: 18,822 shares; 2025Q2: 19,055 shares; 2025Q3: 19,190 shares; 2025Q4: 17,455 shares; 2026Q1: 17,153 shares 17,153 $2.25M 0.22% -302 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: 2,846 shares; 2024Q4: 5,300 shares; 2025Q1: 5,247 shares; 2025Q2: 4,657 shares; 2025Q3: 4,752 shares; 2025Q4: 5,240 shares; 2026Q1: 6,610 shares 6,610 $2.23M 0.21% +1,370 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: 5,924 shares; 2024Q4: 7,059 shares; 2025Q1: 6,821 shares; 2025Q2: 6,875 shares; 2025Q3: 8,349 shares; 2025Q4: 9,253 shares; 2026Q1: 11,159 shares 11,159 $2.22M 0.21% +1,906 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,035 shares; 2024Q4: 49,680 shares; 2025Q1: 53,330 shares; 2025Q2: 53,330 shares; 2025Q3: 53,010 shares; 2025Q4: 52,510 shares; 2026Q1: 56,890 shares 56,890 $2.19M 0.21% +4,380 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: 7,749 shares; 2024Q4: 7,680 shares; 2025Q1: 7,296 shares; 2025Q2: 7,551 shares; 2025Q3: 7,016 shares; 2025Q4: 6,535 shares; 2026Q1: 6,360 shares 6,360 $2.18M 0.21% -175 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: 14,774 shares; 2024Q4: 14,181 shares; 2025Q1: 13,873 shares; 2025Q2: 14,401 shares; 2025Q3: 11,419 shares; 2025Q4: 10,008 shares; 2026Q1: 10,936 shares 10,936 $2.17M 0.21% +928 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 3,883 shares; 2025Q3: 3,857 shares; 2025Q4: 4,056 shares; 2026Q1: 3,858 shares 3,858 $2.17M 0.21% -198 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: 7,205 shares; 2024Q4: 8,352 shares; 2025Q1: 8,665 shares; 2025Q2: 9,062 shares; 2025Q3: 8,069 shares; 2025Q4: 9,222 shares; 2026Q1: 9,296 shares 9,296 $2.14M 0.21% +74 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: 23,754 shares; 2024Q4: 22,819 shares; 2025Q1: 22,145 shares; 2025Q2: 23,991 shares; 2025Q3: 20,186 shares; 2025Q4: 16,940 shares; 2026Q1: 15,653 shares 15,653 $2.13M 0.2% -1,287 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: 11,917 shares; 2024Q4: 11,504 shares; 2025Q1: 16,717 shares; 2025Q2: 22,571 shares; 2025Q3: 22,957 shares; 2025Q4: 26,024 shares; 2026Q1: 46,605 shares 46,605 $2.06M 0.2% +20,581 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,766 shares; 2024Q4: 23,348 shares; 2025Q1: 23,334 shares; 2025Q2: 23,027 shares; 2025Q3: 19,152 shares; 2025Q4: 14,066 shares; 2026Q1: 17,213 shares 17,213 $2.03M 0.2% +3,147 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: 9,031 shares; 2024Q4: 9,004 shares; 2025Q1: 10,533 shares; 2025Q2: 10,269 shares; 2025Q3: 10,280 shares; 2025Q4: 10,901 shares; 2026Q1: 10,833 shares 10,833 $2.02M 0.19% -68 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: 59,018 shares; 2024Q4: 59,220 shares; 2025Q1: 58,658 shares; 2025Q2: 64,064 shares; 2025Q3: 58,771 shares; 2025Q4: 45,725 shares; 2026Q1: 68,082 shares 68,082 $1.95M 0.19% +22,357 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: 29,144 shares; 2024Q4: 26,572 shares; 2025Q1: 25,066 shares; 2025Q2: 25,845 shares; 2025Q3: 26,517 shares; 2025Q4: 28,370 shares; 2026Q1: 26,824 shares 26,824 $1.95M 0.19% -1,546 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: 20,639 shares; 2024Q4: 5,311 shares; 2025Q1: 5,189 shares; 2025Q2: 5,368 shares; 2025Q3: 5,225 shares; 2025Q4: 5,310 shares; 2026Q1: 6,410 shares 6,410 $1.94M 0.19% +1,100 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: 36,147 shares; 2026Q1: 34,014 shares 34,014 $1.94M 0.19% -2,133 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,301 shares; 2025Q3: 8,967 shares; 2025Q4: 13,459 shares; 2026Q1: 38,984 shares 38,984 $1.94M 0.19% +25,525 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,705 shares; 2024Q4: 21,400 shares; 2025Q1: 19,132 shares; 2025Q2: 20,429 shares; 2025Q3: 20,515 shares; 2025Q4: 23,829 shares; 2026Q1: 24,845 shares 24,845 $1.9M 0.18% +1,016 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,246 shares; 2025Q1: 4,771 shares; 2025Q2: 4,391 shares; 2025Q3: 3,690 shares; 2025Q4: 3,345 shares; 2026Q1: 2,783 shares 2,783 $1.9M 0.18% -562 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: 9,604 shares; 2024Q4: 9,711 shares; 2025Q1: 7,569 shares; 2025Q2: 8,470 shares; 2025Q3: 8,244 shares; 2025Q4: 8,208 shares; 2026Q1: 7,774 shares 7,774 $1.88M 0.18% -434 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: 24,425 shares; 2024Q4: 23,767 shares; 2025Q1: 19,564 shares; 2025Q2: 19,309 shares; 2025Q3: 18,263 shares; 2025Q4: 16,907 shares; 2026Q1: 16,504 shares 16,504 $1.87M 0.18% -403 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 553 shares; 2025Q2: 825 shares; 2025Q3: 974 shares; 2025Q4: 1,052 shares; 2026Q1: 1,249 shares 1,249 $1.84M 0.18% +197 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,335 shares; 2025Q1: 1,742 shares; 2025Q2: 2,426 shares; 2025Q3: 4,981 shares; 2025Q4: 4,474 shares; 2026Q1: 4,633 shares 4,633 $1.84M 0.18% +159 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: 1,549 shares; 2024Q4: 8,398 shares; 2025Q1: 8,249 shares; 2025Q2: 1,502 shares; 2025Q3: 1,585 shares; 2025Q4: 1,466 shares; 2026Q1: 1,649 shares 1,649 $1.8M 0.17% +183 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: 7,301 shares; 2024Q4: 8,745 shares; 2025Q1: 12,393 shares; 2025Q2: 38,757 shares; 2025Q3: 36,723 shares; 2025Q4: 36,609 shares; 2026Q1: 38,607 shares 38,607 $1.79M 0.17% +1,998 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 23,529 shares; 2025Q1: 22,589 shares; 2025Q2: 21,911 shares; 2025Q3: 14,777 shares; 2025Q4: 12,405 shares; 2026Q1: 13,510 shares 13,510 $1.71M 0.16% +1,105 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: 50,935 shares; 2024Q4: 31,562 shares; 2025Q1: 32,627 shares; 2025Q2: 35,455 shares; 2025Q3: 49,039 shares; 2025Q4: 48,807 shares; 2026Q1: 59,853 shares 59,853 $1.68M 0.16% +11,046 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: 1,665 shares; 2024Q4: 1,848 shares; 2025Q1: 1,788 shares; 2025Q2: 2,575 shares; 2025Q3: 2,352 shares; 2025Q4: 3,368 shares; 2026Q1: 3,757 shares 3,757 $1.68M 0.16% +389 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,883 shares; 2024Q4: 16,008 shares; 2025Q1: 16,421 shares; 2025Q2: 16,656 shares; 2025Q3: 31,124 shares; 2025Q4: 17,229 shares; 2026Q1: 16,971 shares 16,971 $1.65M 0.16% -258 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,381 shares 40,381 $1.64M 0.16% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,196 shares; 2024Q4: 40,115 shares; 2025Q1: 38,074 shares; 2025Q2: 37,863 shares; 2025Q3: 32,039 shares; 2025Q4: 24,825 shares; 2026Q1: 15,783 shares 15,783 $1.62M 0.16% -9,042 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 11,088 shares; 2025Q1: 9,809 shares; 2025Q2: 12,323 shares; 2025Q3: 11,287 shares; 2025Q4: 9,351 shares; 2026Q1: 10,118 shares 10,118 $1.59M 0.15% +767 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,363 shares; 2025Q1: 15,557 shares; 2025Q2: 16,617 shares; 2025Q3: 16,894 shares; 2025Q4: 10,407 shares; 2026Q1: 39,418 shares 39,418 $1.59M 0.15% +29,011 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 1,985 shares; 2025Q1: 2,170 shares; 2025Q2: 5,800 shares; 2025Q3: 5,766 shares; 2025Q4: 4,122 shares; 2026Q1: 5,455 shares 5,455 $1.58M 0.15% +1,333 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,619 shares; 2024Q4: 35,577 shares; 2025Q1: 34,859 shares; 2025Q2: 34,169 shares; 2025Q3: 31,463 shares; 2025Q4: 29,062 shares; 2026Q1: 29,266 shares 29,266 $1.58M 0.15% +204 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: 753 shares; 2024Q4: 792 shares; 2025Q1: 866 shares; 2025Q2: 972 shares; 2025Q3: 1,169 shares; 2025Q4: 1,260 shares; 2026Q1: 2,798 shares 2,798 $1.58M 0.15% +1,538 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: 45,701 shares; 2024Q4: 40,321 shares; 2025Q1: 30,455 shares; 2025Q2: 96,332 shares; 2025Q3: 33,399 shares; 2025Q4: 23,001 shares; 2026Q1: 42,652 shares 42,652 $1.57M 0.15% +19,651 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,957 shares; 2025Q1: 2,529 shares; 2025Q2: 2,578 shares; 2025Q3: 4,237 shares; 2025Q4: 7,035 shares; 2026Q1: 7,133 shares 7,133 $1.55M 0.15% +98 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: 1,342 shares; 2024Q4: 1,458 shares; 2025Q1: 1,486 shares; 2025Q2: 12,417 shares; 2025Q3: 2,193 shares; 2025Q4: 2,859 shares; 2026Q1: 3,942 shares 3,942 $1.54M 0.15% +1,083 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: 2,981 shares; 2024Q4: 3,443 shares; 2025Q1: 2,539 shares; 2025Q2: 2,619 shares; 2025Q3: 2,831 shares; 2025Q4: 2,862 shares; 2026Q1: 2,784 shares 2,784 $1.53M 0.15% -78 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,774 shares; 2025Q1: 5,040 shares; 2025Q2: 7,510 shares; 2025Q3: 8,429 shares; 2025Q4: 9,084 shares; 2026Q1: 8,868 shares 8,868 $1.53M 0.15% -216 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: 3,686 shares; 2024Q4: 7,542 shares; 2025Q1: 6,749 shares; 2025Q2: 8,208 shares; 2025Q3: 7,042 shares; 2025Q4: 7,706 shares; 2026Q1: 9,508 shares 9,508 $1.52M 0.15% +1,802 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: 8,267 shares; 2024Q4: 9,444 shares; 2025Q1: 8,525 shares; 2025Q2: 9,575 shares; 2025Q3: 9,899 shares; 2025Q4: 11,336 shares; 2026Q1: 12,020 shares 12,020 $1.52M 0.15% +684 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,213 shares; 2025Q1: 1,725 shares; 2025Q2: 2,117 shares; 2025Q3: 2,688 shares; 2025Q4: 3,379 shares; 2026Q1: 3,816 shares 3,816 $1.52M 0.15% +437 Timeline LGLV 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: 9,610 shares; 2024Q4: 8,990 shares; 2025Q1: 8,990 shares; 2025Q2: 8,655 shares; 2025Q3: 8,655 shares; 2025Q4: 8,455 shares; 2026Q1: 8,455 shares 8,455 $1.51M 0.14% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,056 shares; 2025Q4: 3,640 shares; 2026Q1: 26,118 shares 26,118 $1.5M 0.14% +22,478 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: 5,762 shares; 2024Q4: 5,834 shares; 2025Q1: 7,001 shares; 2025Q2: 6,299 shares; 2025Q3: 10,277 shares; 2025Q4: 10,548 shares; 2026Q1: 10,549 shares 10,549 $1.49M 0.14% +1 Timeline SHYG 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: 34,543 shares; 2024Q4: 21,865 shares; 2025Q1: 24,372 shares; 2025Q2: 26,924 shares; 2025Q3: 32,198 shares; 2025Q4: 25,685 shares; 2026Q1: 34,904 shares 34,904 $1.48M 0.14% +9,219 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: 3,040 shares; 2024Q4: 3,027 shares; 2025Q1: 2,616 shares; 2025Q2: 2,603 shares; 2025Q3: 2,530 shares; 2025Q4: 2,445 shares; 2026Q1: 2,442 shares 2,442 $1.48M 0.14% -3 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,690 shares; 2025Q1: 2,736 shares; 2025Q2: 2,849 shares; 2025Q3: 2,811 shares; 2025Q4: 2,368 shares; 2026Q1: 1,972 shares 1,972 $1.46M 0.14% -396 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: 839 shares; 2026Q1: 4,043 shares 4,043 $1.44M 0.14% +3,204 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: 3,883 shares; 2024Q4: 4,095 shares; 2025Q1: 4,244 shares; 2025Q2: 6,864 shares; 2025Q3: 7,057 shares; 2025Q4: 9,137 shares; 2026Q1: 14,525 shares 14,525 $1.44M 0.14% +5,388 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: 24,032 shares; 2024Q4: 23,380 shares; 2025Q1: 21,014 shares; 2025Q2: 21,170 shares; 2025Q3: 25,505 shares; 2025Q4: 27,932 shares; 2026Q1: 27,376 shares 27,376 $1.42M 0.14% -556 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,505 shares; 2024Q4: 19,702 shares; 2025Q1: 19,594 shares; 2025Q2: 19,621 shares; 2025Q3: 19,968 shares; 2025Q4: 21,022 shares; 2026Q1: 21,401 shares 21,401 $1.42M 0.14% +379 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: 8,019 shares; 2024Q4: 7,565 shares; 2025Q1: 11,228 shares; 2025Q2: 15,713 shares; 2025Q3: 19,581 shares; 2025Q4: 32,013 shares; 2026Q1: 32,138 shares 32,138 $1.41M 0.14% +125 Timeline IWS 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: 10,384 shares; 2024Q4: 10,384 shares; 2025Q1: 10,384 shares; 2025Q2: 10,384 shares; 2025Q3: 9,144 shares; 2025Q4: 9,519 shares; 2026Q1: 9,559 shares 9,559 $1.39M 0.13% +40 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: 2,355 shares; 2024Q4: 2,456 shares; 2025Q1: 2,206 shares; 2025Q2: 2,498 shares; 2025Q3: 2,806 shares; 2025Q4: 3,627 shares; 2026Q1: 4,351 shares 4,351 $1.38M 0.13% +724 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: 585 shares; 2024Q4: 656 shares; 2025Q1: 6,474 shares; 2025Q2: 5,707 shares; 2025Q3: 5,476 shares; 2025Q4: 3,957 shares; 2026Q1: 4,227 shares 4,227 $1.36M 0.13% +270 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,249 shares; 2025Q1: 3,199 shares; 2025Q2: 2,888 shares; 2025Q3: 4,098 shares; 2025Q4: 5,088 shares; 2026Q1: 5,095 shares 5,095 $1.36M 0.13% +7 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: 1,010 shares; 2024Q4: 288 shares; 2025Q1: 267 shares; 2025Q2: 310 shares; 2025Q3: 320 shares; 2025Q4: 322 shares; 2026Q1: 318 shares 318 $1.34M 0.13% -4 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: 147,567 shares; 2024Q4: 136,721 shares; 2025Q1: 119,217 shares; 2025Q2: 69,132 shares; 2025Q3: 54,590 shares; 2025Q4: 43,412 shares; 2026Q1: 27,019 shares 27,019 $1.34M 0.13% -16,393 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,798 shares; 2024Q4: 7,607 shares; 2025Q1: 9,750 shares; 2025Q2: 8,599 shares; 2025Q3: 7,271 shares; 2025Q4: 26,861 shares; 2026Q1: 6,804 shares 6,804 $1.33M 0.13% -20,057 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: 5,359 shares; 2024Q4: not reported; 2025Q1: 7,115 shares; 2025Q2: 10,377 shares; 2025Q3: 12,277 shares; 2025Q4: 12,367 shares; 2026Q1: 12,325 shares 12,325 $1.33M 0.13% -42 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: 3,635 shares; 2024Q4: 3,336 shares; 2025Q1: 3,278 shares; 2025Q2: 3,204 shares; 2025Q3: 2,309 shares; 2025Q4: 2,011 shares; 2026Q1: 1,785 shares 1,785 $1.3M 0.12% -226 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,670 shares; 2024Q4: 15,766 shares; 2025Q1: 23,513 shares; 2025Q2: 25,979 shares; 2025Q3: 34,462 shares; 2025Q4: 59,251 shares; 2026Q1: 60,103 shares 60,103 $1.27M 0.12% +852 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 19,510 shares; 2025Q1: 24,921 shares; 2025Q2: 54,225 shares; 2025Q3: 49,230 shares; 2025Q4: 49,171 shares; 2026Q1: 27,021 shares 27,021 $1.27M 0.12% -22,150 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: 4,749 shares; 2024Q4: 5,400 shares; 2025Q1: 5,326 shares; 2025Q2: 24,351 shares; 2025Q3: 6,076 shares; 2025Q4: 5,860 shares; 2026Q1: 6,033 shares 6,033 $1.27M 0.12% +173 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: 659 shares; 2024Q4: 500 shares; 2025Q1: 581 shares; 2025Q2: 543 shares; 2025Q3: 1,106 shares; 2025Q4: 1,459 shares; 2026Q1: 1,622 shares 1,622 $1.25M 0.12% +163 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: 11,913 shares; 2024Q4: 11,154 shares; 2025Q1: 13,196 shares; 2025Q2: 13,006 shares; 2025Q3: 13,981 shares; 2025Q4: 13,767 shares; 2026Q1: 13,472 shares 13,472 $1.25M 0.12% -295 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,927 shares; 2025Q1: 7,154 shares; 2025Q2: 8,499 shares; 2025Q3: 9,277 shares; 2025Q4: 9,966 shares; 2026Q1: 12,700 shares 12,700 $1.25M 0.12% +2,734 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,644 shares; 2025Q1: 1,663 shares; 2025Q2: 2,230 shares; 2025Q3: 3,809 shares; 2025Q4: 3,699 shares; 2026Q1: 2,872 shares 2,872 $1.24M 0.12% -827 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: 43,695 shares; 2024Q4: 7,187 shares; 2025Q1: 5,772 shares; 2025Q2: 7,136 shares; 2025Q3: 88,495 shares; 2025Q4: 12,169 shares; 2026Q1: 14,531 shares 14,531 $1.24M 0.12% +2,362 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 24,668 shares; 2025Q1: 25,163 shares; 2025Q2: 24,263 shares; 2025Q3: 24,263 shares; 2025Q4: 18,106 shares; 2026Q1: 17,611 shares 17,611 $1.24M 0.12% -495 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: 1,316 shares; 2024Q4: 1,210 shares; 2025Q1: 1,393 shares; 2025Q2: 2,786 shares; 2025Q3: 3,510 shares; 2025Q4: 1,495 shares; 2026Q1: 2,444 shares 2,444 $1.21M 0.12% +949 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: 7,145 shares; 2024Q4: 6,979 shares; 2025Q1: 7,234 shares; 2025Q2: 7,270 shares; 2025Q3: 6,137 shares; 2025Q4: 5,804 shares; 2026Q1: 7,166 shares 7,166 $1.19M 0.11% +1,362 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: 2,829 shares; 2024Q4: 3,396 shares; 2025Q1: 2,702 shares; 2025Q2: 3,640 shares; 2025Q3: 3,741 shares; 2025Q4: 4,160 shares; 2026Q1: 5,240 shares 5,240 $1.18M 0.11% +1,080 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: 1,796 shares; 2024Q4: 2,076 shares; 2025Q1: 1,960 shares; 2025Q2: 2,117 shares; 2025Q3: 2,583 shares; 2025Q4: 3,520 shares; 2026Q1: 3,597 shares 3,597 $1.18M 0.11% +77 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: 682 shares; 2024Q4: 794 shares; 2025Q1: 718 shares; 2025Q2: 811 shares; 2025Q3: 969 shares; 2025Q4: 1,270 shares; 2026Q1: 1,384 shares 1,384 $1.17M 0.11% +114 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: 3,980 shares; 2024Q4: 3,890 shares; 2025Q1: 3,868 shares; 2025Q2: 4,327 shares; 2025Q3: 4,952 shares; 2025Q4: 4,968 shares; 2026Q1: 4,823 shares 4,823 $1.15M 0.11% -145 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: 30,674 shares; 2024Q4: 30,630 shares; 2025Q1: 27,249 shares; 2025Q2: 21,605 shares; 2025Q3: 22,109 shares; 2025Q4: 25,106 shares; 2026Q1: 28,070 shares 28,070 $1.15M 0.11% +2,964 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,593 shares; 2024Q4: 28,724 shares; 2025Q1: 31,406 shares; 2025Q2: 29,815 shares; 2025Q3: 25,729 shares; 2025Q4: 24,134 shares; 2026Q1: 16,664 shares 16,664 $1.15M 0.11% -7,470 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: 3,455 shares; 2024Q4: 3,516 shares; 2025Q1: 4,116 shares; 2025Q2: 4,055 shares; 2025Q3: 34,316 shares; 2025Q4: 4,064 shares; 2026Q1: 4,304 shares 4,304 $1.14M 0.11% +240 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: 2,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,223 shares; 2025Q3: 16,806 shares; 2025Q4: 12,365 shares; 2026Q1: 15,881 shares 15,881 $1.14M 0.11% +3,516 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,597 shares; 2025Q1: 4,290 shares; 2025Q2: 6,233 shares; 2025Q3: 7,083 shares; 2025Q4: 9,910 shares; 2026Q1: 12,280 shares 12,280 $1.14M 0.11% +2,370 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: 21,295 shares; 2024Q4: 21,605 shares; 2025Q1: 13,893 shares; 2025Q2: 13,862 shares; 2025Q3: 11,067 shares; 2025Q4: 10,763 shares; 2026Q1: 9,627 shares 9,627 $1.14M 0.11% -1,136 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,329 shares; 2024Q4: 22,507 shares; 2025Q1: 31,119 shares; 2025Q2: 50,757 shares; 2025Q3: 60,477 shares; 2025Q4: 109,967 shares; 2026Q1: 111,674 shares 111,674 $1.12M 0.11% +1,707 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,053 shares; 2024Q4: 22,795 shares; 2025Q1: 23,063 shares; 2025Q2: 22,177 shares; 2025Q3: 19,967 shares; 2025Q4: 27,709 shares; 2026Q1: 27,377 shares 27,377 $1.11M 0.11% -332 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: 15,351 shares; 2024Q4: 20,553 shares; 2025Q1: 20,553 shares; 2025Q2: 21,017 shares; 2025Q3: 21,017 shares; 2025Q4: 22,170 shares; 2026Q1: 21,715 shares 21,715 $1.08M 0.1% -455 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,705 shares; 2024Q4: 23,250 shares; 2025Q1: 24,175 shares; 2025Q2: 24,362 shares; 2025Q3: 24,362 shares; 2025Q4: 26,942 shares; 2026Q1: 26,942 shares 26,942 $1.08M 0.1% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 5,508 shares; 2025Q1: 6,117 shares; 2025Q2: 5,304 shares; 2025Q3: 5,517 shares; 2025Q4: 5,885 shares; 2026Q1: 5,851 shares 5,851 $1.07M 0.1% -34 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,665 shares 3,665 $1.07M 0.1% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,806 shares; 2024Q4: 28,787 shares; 2025Q1: 30,808 shares; 2025Q2: 30,888 shares; 2025Q3: 30,884 shares; 2025Q4: 30,437 shares; 2026Q1: 30,507 shares 30,507 $1.05M 0.1% +70 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 5,694 shares; 2025Q1: 5,404 shares; 2025Q2: 3,972 shares; 2025Q3: 3,872 shares; 2025Q4: 3,786 shares; 2026Q1: 4,168 shares 4,168 $1.04M 0.1% +382 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: 7,533 shares; 2024Q4: 7,996 shares; 2025Q1: 9,909 shares; 2025Q2: 9,795 shares; 2025Q3: 9,712 shares; 2025Q4: 9,742 shares; 2026Q1: 8,920 shares 8,920 $1.03M 0.1% -822 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: 22,900 shares; 2024Q4: 24,459 shares; 2025Q1: 27,864 shares; 2025Q2: 25,972 shares; 2025Q3: 23,193 shares; 2025Q4: 21,603 shares; 2026Q1: 17,550 shares 17,550 $1.03M 0.1% -4,053 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: 5,172 shares; 2024Q4: 5,016 shares; 2025Q1: 4,764 shares; 2025Q2: 4,997 shares; 2025Q3: 4,976 shares; 2025Q4: 6,698 shares; 2026Q1: 5,951 shares 5,951 $1.03M 0.1% -747 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: 8,850 shares; 2024Q4: 7,003 shares; 2025Q1: 6,024 shares; 2025Q2: 2,571 shares; 2025Q3: 3,921 shares; 2025Q4: 4,389 shares; 2026Q1: 3,758 shares 3,758 $1.02M 0.1% -631 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: 6,307 shares; 2024Q4: 6,434 shares; 2025Q1: 5,915 shares; 2025Q2: 5,394 shares; 2025Q3: 4,723 shares; 2025Q4: 4,646 shares; 2026Q1: 4,158 shares 4,158 $1.02M 0.1% -488 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,344 shares; 2025Q1: 2,498 shares; 2025Q2: 2,157 shares; 2025Q3: 3,835 shares; 2025Q4: 4,668 shares; 2026Q1: 4,722 shares 4,722 $1.01M 0.1% +54 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: 14,677 shares; 2025Q1: 14,662 shares; 2025Q2: 14,300 shares; 2025Q3: 13,603 shares; 2025Q4: 13,133 shares; 2026Q1: 13,439 shares 13,439 $1.01M 0.1% +306 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 6,943 shares; 2025Q1: 3,492 shares; 2025Q2: 3,468 shares; 2025Q3: 3,640 shares; 2025Q4: 3,168 shares; 2026Q1: 2,473 shares 2,473 $1.01M 0.1% -695 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: 4,028 shares; 2024Q4: 4,809 shares; 2025Q1: 4,447 shares; 2025Q2: 3,922 shares; 2025Q3: 3,960 shares; 2025Q4: 4,086 shares; 2026Q1: 4,058 shares 4,058 $1M 0.1% -28 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: 16,539 shares; 2024Q4: 25,267 shares; 2025Q1: 29,789 shares; 2025Q2: 25,643 shares; 2025Q3: 26,293 shares; 2025Q4: 28,503 shares; 2026Q1: 29,873 shares 29,873 $1M 0.1% +1,370 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,832 shares; 2025Q1: 2,726 shares; 2025Q2: 3,483 shares; 2025Q3: 7,062 shares; 2025Q4: 4,312 shares; 2026Q1: 6,648 shares 6,648 $997K 0.1% +2,336 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 4,031 shares; 2025Q1: 2,460 shares; 2025Q2: 2,066 shares; 2025Q3: 1,452 shares; 2025Q4: 1,057 shares; 2026Q1: 722 shares 722 $996K 0.1% -335 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: 1,959 shares; 2024Q4: 2,010 shares; 2025Q1: 2,091 shares; 2025Q2: 2,738 shares; 2025Q3: 3,229 shares; 2025Q4: 2,984 shares; 2026Q1: 5,423 shares 5,423 $989K 0.1% +2,439 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: 7,735 shares; 2024Q4: 7,595 shares; 2025Q1: 7,035 shares; 2025Q2: 7,035 shares; 2025Q3: 7,035 shares; 2025Q4: 6,675 shares; 2026Q1: 6,675 shares 6,675 $974K 0.09% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,528 shares; 2025Q1: 1,688 shares; 2025Q2: 1,769 shares; 2025Q3: 2,404 shares; 2025Q4: 2,794 shares; 2026Q1: 3,468 shares 3,468 $968K 0.09% +674 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: 3,523 shares; 2024Q4: 3,900 shares; 2025Q1: 4,424 shares; 2025Q2: 3,295 shares; 2025Q3: 3,612 shares; 2025Q4: 4,489 shares; 2026Q1: 4,647 shares 4,647 $967K 0.09% +158 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,015 shares; 2025Q1: 1,044 shares; 2025Q2: 1,050 shares; 2025Q3: 1,163 shares; 2025Q4: 1,098 shares; 2026Q1: 1,054 shares 1,054 $944K 0.09% -44 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,827 shares; 2024Q4: 49,798 shares; 2025Q1: 54,379 shares; 2025Q2: 49,304 shares; 2025Q3: 61,340 shares; 2025Q4: 54,437 shares; 2026Q1: 52,719 shares 52,719 $926K 0.09% -1,718 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,909 shares; 2025Q1: 4,733 shares; 2025Q2: 4,277 shares; 2025Q3: 4,291 shares; 2025Q4: 4,165 shares; 2026Q1: 4,177 shares 4,177 $915K 0.09% +12 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: 5,243 shares; 2024Q4: 5,313 shares; 2025Q1: 5,020 shares; 2025Q2: 5,501 shares; 2025Q3: 5,640 shares; 2025Q4: 5,079 shares; 2026Q1: 4,502 shares 4,502 $915K 0.09% -577 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: 3,966 shares; 2024Q4: 3,775 shares; 2025Q1: 3,478 shares; 2025Q2: 4,093 shares; 2025Q3: 5,025 shares; 2025Q4: 5,343 shares; 2026Q1: 5,583 shares 5,583 $892K 0.09% +240 Timeline SPSM 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: 8,317 shares; 2024Q4: 12,427 shares; 2025Q1: 12,989 shares; 2025Q2: 16,092 shares; 2025Q3: 18,836 shares; 2025Q4: 18,245 shares; 2026Q1: 18,367 shares 18,367 $887K 0.09% +122 Timeline VSOL VANECK SOLANA TR More: the full row for VANECK SOLANA 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: 81,260 shares 81,260 $886K 0.09% 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: 5,446 shares; 2024Q4: 6,325 shares; 2025Q1: 8,163 shares; 2025Q2: 9,199 shares; 2025Q3: 10,976 shares; 2025Q4: 11,085 shares; 2026Q1: 11,138 shares 11,138 $885K 0.09% +53 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: 4,212 shares; 2024Q4: 4,923 shares; 2025Q1: 4,297 shares; 2025Q2: 7,958 shares; 2025Q3: 8,906 shares; 2025Q4: 10,478 shares; 2026Q1: 12,148 shares 12,148 $880K 0.08% +1,670 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to 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: 39,953 shares; 2026Q1: 50,624 shares 50,624 $873K 0.08% +10,671 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,030 shares; 2024Q4: 15,647 shares; 2025Q1: 22,216 shares; 2025Q2: 24,259 shares; 2025Q3: 30,943 shares; 2025Q4: 75,820 shares; 2026Q1: 70,222 shares 70,222 $871K 0.08% -5,598 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: 5,265 shares; 2024Q4: 4,938 shares; 2025Q1: 4,426 shares; 2025Q2: 4,199 shares; 2025Q3: 4,803 shares; 2025Q4: 5,884 shares; 2026Q1: 6,580 shares 6,580 $870K 0.08% +696 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: 2,197 shares; 2024Q4: 1,428 shares; 2025Q1: 3,732 shares; 2025Q2: 2,573 shares; 2025Q3: 2,657 shares; 2025Q4: 11,584 shares; 2026Q1: 1,980 shares 1,980 $865K 0.08% -9,604 Timeline NODE VANECK FDS More: the full row for VANECK 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: 26,663 shares 26,663 $863K 0.08% new 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: 14,506 shares; 2024Q4: 16,036 shares; 2025Q1: 17,563 shares; 2025Q2: 15,688 shares; 2025Q3: 15,350 shares; 2025Q4: 15,526 shares; 2026Q1: 12,185 shares 12,185 $862K 0.08% -3,341 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,914 shares; 2024Q4: 13,570 shares; 2025Q1: 14,682 shares; 2025Q2: 14,097 shares; 2025Q3: 10,662 shares; 2025Q4: 28,648 shares; 2026Q1: 3,544 shares 3,544 $861K 0.08% -25,104 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 17,508 shares; 2025Q1: 26,338 shares; 2025Q2: 28,884 shares; 2025Q3: 40,662 shares; 2025Q4: 76,931 shares; 2026Q1: 72,163 shares 72,163 $855K 0.08% -4,768 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 3,989 shares; 2025Q1: 3,657 shares; 2025Q2: 4,411 shares; 2025Q3: 5,980 shares; 2025Q4: 4,515 shares; 2026Q1: 6,308 shares 6,308 $854K 0.08% +1,793 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares 1,224 $854K 0.08% new 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: 7,677 shares; 2024Q4: 7,906 shares; 2025Q1: 7,832 shares; 2025Q2: 8,388 shares; 2025Q3: 8,828 shares; 2025Q4: 10,939 shares; 2026Q1: 11,346 shares 11,346 $845K 0.08% +407 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 508 shares; 2025Q2: 747 shares; 2025Q3: 527 shares; 2025Q4: 962 shares; 2026Q1: 1,739 shares 1,739 $843K 0.08% +777 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,686 shares; 2025Q1: 3,043 shares; 2025Q2: 2,510 shares; 2025Q3: 2,321 shares; 2025Q4: 2,266 shares; 2026Q1: 2,321 shares 2,321 $843K 0.08% +55 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 948 shares; 2025Q1: 817 shares; 2025Q2: 2,244 shares; 2025Q3: 2,638 shares; 2025Q4: 2,451 shares; 2026Q1: 3,017 shares 3,017 $838K 0.08% +566 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 3,250 shares; 2025Q1: 6,946 shares; 2025Q2: 3,548 shares; 2025Q3: 4,136 shares; 2025Q4: 6,429 shares; 2026Q1: 3,197 shares 3,197 $823K 0.08% -3,232 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: 652 shares; 2025Q1: 639 shares; 2025Q2: 727 shares; 2025Q3: 901 shares; 2025Q4: 863 shares; 2026Q1: 855 shares 855 $822K 0.08% -8 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 15,841 shares; 2025Q1: 21,067 shares; 2025Q2: 34,939 shares; 2025Q3: 45,285 shares; 2025Q4: 99,887 shares; 2026Q1: 92,192 shares 92,192 $819K 0.08% -7,695 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,552 shares; 2025Q1: 1,549 shares; 2025Q2: 1,537 shares; 2025Q3: 1,589 shares; 2025Q4: 1,837 shares; 2026Q1: 1,839 shares 1,839 $817K 0.08% +2 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 4,669 shares; 2025Q1: 7,573 shares; 2025Q2: 7,828 shares; 2025Q3: 7,116 shares; 2025Q4: 5,251 shares; 2026Q1: 4,829 shares 4,829 $817K 0.08% -422 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 3,121 shares; 2025Q1: 5,389 shares; 2025Q2: 4,858 shares; 2025Q3: 5,906 shares; 2025Q4: 7,168 shares; 2026Q1: 5,558 shares 5,558 $807K 0.08% -1,610 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 24,617 shares; 2025Q1: 23,739 shares; 2025Q2: 21,114 shares; 2025Q3: 29,553 shares; 2025Q4: 30,052 shares; 2026Q1: 21,465 shares 21,465 $806K 0.08% -8,587 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,793 shares; 2024Q4: 76,652 shares; 2025Q1: 240,817 shares; 2025Q2: 83,915 shares; 2025Q3: 17,616 shares; 2025Q4: 7,871 shares; 2026Q1: 7,124 shares 7,124 $806K 0.08% -747 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,329 shares; 2025Q1: 6,731 shares; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares; 2025Q4: 12,908 shares; 2026Q1: 13,001 shares 13,001 $796K 0.08% +93 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: 7,830 shares; 2024Q4: 8,124 shares; 2025Q1: 7,812 shares; 2025Q2: 8,956 shares; 2025Q3: 9,639 shares; 2025Q4: 8,425 shares; 2026Q1: 8,123 shares 8,123 $784K 0.08% -302 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,829 shares; 2024Q4: 59,447 shares; 2025Q1: 49,377 shares; 2025Q2: 57,437 shares; 2025Q3: 65,486 shares; 2025Q4: 61,449 shares; 2026Q1: 55,478 shares 55,478 $782K 0.08% -5,971 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 304 shares; 2025Q1: 329 shares; 2025Q2: 5,961 shares; 2025Q3: 7,038 shares; 2025Q4: 8,371 shares; 2026Q1: 8,394 shares 8,394 $775K 0.07% +23 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: 7,586 shares; 2024Q4: 6,946 shares; 2025Q1: 6,346 shares; 2025Q2: 5,541 shares; 2025Q3: 1,315 shares; 2025Q4: 1,700 shares; 2026Q1: 1,571 shares 1,571 $772K 0.07% -129 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,501 shares; 2025Q1: 2,317 shares; 2025Q2: 2,641 shares; 2025Q3: 2,868 shares; 2025Q4: 2,692 shares; 2026Q1: 2,895 shares 2,895 $770K 0.07% +203 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: not reported; 2025Q1: 4,746 shares; 2025Q2: 6,317 shares; 2025Q3: 5,559 shares; 2025Q4: 5,789 shares; 2026Q1: 6,469 shares 6,469 $764K 0.07% +680 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,338 shares; 2025Q1: 4,638 shares; 2025Q2: 4,083 shares; 2025Q3: 3,547 shares; 2025Q4: 3,319 shares; 2026Q1: 2,298 shares 2,298 $755K 0.07% -1,021 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 629 shares; 2025Q1: 1,154 shares; 2025Q2: 852 shares; 2025Q3: 1,074 shares; 2025Q4: 1,305 shares; 2026Q1: 1,402 shares 1,402 $755K 0.07% +97 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 796 shares; 2025Q1: 797 shares; 2025Q2: 998 shares; 2025Q3: 989 shares; 2025Q4: 2,127 shares; 2026Q1: 2,297 shares 2,297 $749K 0.07% +170 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,274 shares; 2024Q4: 24,868 shares; 2025Q1: 20,698 shares; 2025Q2: 19,877 shares; 2025Q3: 15,116 shares; 2025Q4: 10,867 shares; 2026Q1: 8,064 shares 8,064 $742K 0.07% -2,803 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: 514 shares; 2024Q4: 515 shares; 2025Q1: 523 shares; 2025Q2: 716 shares; 2025Q3: 963 shares; 2025Q4: 1,107 shares; 2026Q1: 1,076 shares 1,076 $734K 0.07% -31 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: 3,691 shares 3,691 $728K 0.07% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,240 shares; 2025Q1: 6,164 shares; 2025Q2: 5,925 shares; 2025Q3: 4,912 shares; 2025Q4: 4,719 shares; 2026Q1: 4,245 shares 4,245 $726K 0.07% -474 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 38,521 shares; 2025Q1: 3,448 shares; 2025Q2: 3,487 shares; 2025Q3: 3,435 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares 3,435 $725K 0.07% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 7,693 shares; 2025Q1: 7,582 shares; 2025Q2: 7,832 shares; 2025Q3: 8,045 shares; 2025Q4: 11,236 shares; 2026Q1: 11,789 shares 11,789 $720K 0.07% +553 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,975 shares; 2024Q4: 30,869 shares; 2025Q1: 29,240 shares; 2025Q2: 32,180 shares; 2025Q3: 32,718 shares; 2025Q4: 31,701 shares; 2026Q1: 32,102 shares 32,102 $719K 0.07% +401 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: 1,128 shares 1,128 $717K 0.07% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 7,896 shares; 2025Q1: 6,205 shares; 2025Q2: 8,614 shares; 2025Q3: 8,322 shares; 2025Q4: 8,267 shares; 2026Q1: 7,508 shares 7,508 $717K 0.07% -759 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 450 shares; 2025Q2: 501 shares; 2025Q3: 509 shares; 2025Q4: 510 shares; 2026Q1: 1,196 shares 1,196 $715K 0.07% +686 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,752 shares; 2025Q2: 5,206 shares; 2025Q3: 5,039 shares; 2025Q4: 4,503 shares; 2026Q1: 3,778 shares 3,778 $713K 0.07% -725 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: 2,013 shares; 2025Q4: 2,086 shares; 2026Q1: 2,985 shares 2,985 $711K 0.07% +899 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,177 shares; 2025Q1: 1,287 shares; 2025Q2: 1,586 shares; 2025Q3: 1,551 shares; 2025Q4: 1,979 shares; 2026Q1: 3,745 shares 3,745 $711K 0.07% +1,766 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: 1,930 shares; 2024Q4: not reported; 2025Q1: 3,698 shares; 2025Q2: 3,839 shares; 2025Q3: 5,990 shares; 2025Q4: 6,060 shares; 2026Q1: 6,021 shares 6,021 $708K 0.07% -39 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 16,555 shares; 2025Q1: 16,555 shares; 2025Q2: 16,555 shares; 2025Q3: 16,555 shares; 2025Q4: 16,555 shares; 2026Q1: 16,555 shares 16,555 $704K 0.07% 0 Timeline IWB 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: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,971 shares; 2025Q4: 1,972 shares; 2026Q1: 1,973 shares 1,973 $703K 0.07% +1 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: 1,571 shares; 2024Q4: 1,770 shares; 2025Q1: 4,938 shares; 2025Q2: 5,248 shares; 2025Q3: 6,401 shares; 2025Q4: 5,043 shares; 2026Q1: 4,878 shares 4,878 $701K 0.07% -165 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: 4,211 shares; 2024Q4: 5,289 shares; 2025Q1: 5,038 shares; 2025Q2: 5,094 shares; 2025Q3: 5,329 shares; 2025Q4: 5,234 shares; 2026Q1: 6,020 shares 6,020 $692K 0.07% +786 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: 946 shares; 2024Q4: 978 shares; 2025Q1: 929 shares; 2025Q2: 1,172 shares; 2025Q3: 1,485 shares; 2025Q4: 1,400 shares; 2026Q1: 1,929 shares 1,929 $690K 0.07% +529 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,844 shares; 2025Q1: 4,063 shares; 2025Q2: 2,686 shares; 2025Q3: 2,752 shares; 2025Q4: 2,183 shares; 2026Q1: 2,300 shares 2,300 $687K 0.07% +117 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: 3,761 shares; 2024Q4: 2,221 shares; 2025Q1: 2,157 shares; 2025Q2: 893 shares; 2025Q3: 1,268 shares; 2025Q4: 1,183 shares; 2026Q1: 1,124 shares 1,124 $680K 0.07% -59 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: 1,867 shares; 2024Q4: 1,757 shares; 2025Q1: 2,244 shares; 2025Q2: 2,462 shares; 2025Q3: 1,976 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares 1,589 $678K 0.07% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,210 shares; 2026Q1: 5,975 shares 5,975 $676K 0.06% -235 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 9,911 shares; 2025Q1: 9,565 shares; 2025Q2: 9,352 shares; 2025Q3: 7,182 shares; 2025Q4: 7,406 shares; 2026Q1: 7,459 shares 7,459 $674K 0.06% +53 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,219 shares; 2024Q4: 20,208 shares; 2025Q1: 30,453 shares; 2025Q2: 34,440 shares; 2025Q3: 45,107 shares; 2025Q4: 106,074 shares; 2026Q1: 97,447 shares 97,447 $669K 0.06% -8,627 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,124 shares; 2026Q1: 16,477 shares 16,477 $668K 0.06% -647 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 3,154 shares; 2025Q1: 3,462 shares; 2025Q2: 3,495 shares; 2025Q3: 2,710 shares; 2025Q4: 2,696 shares; 2026Q1: 2,496 shares 2,496 $666K 0.06% -200 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: 1,046 shares; 2025Q1: 4,488 shares; 2025Q2: 4,735 shares; 2025Q3: 4,413 shares; 2025Q4: 3,098 shares; 2026Q1: 2,870 shares 2,870 $666K 0.06% -228 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 1,417 shares; 2025Q1: 1,988 shares; 2025Q2: 2,006 shares; 2025Q3: 1,655 shares; 2025Q4: 1,647 shares; 2026Q1: 1,267 shares 1,267 $662K 0.06% -380 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 2,038 shares 2,038 $658K 0.06% +6 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,510 shares; 2025Q1: 16,748 shares; 2025Q2: 20,623 shares; 2025Q3: 25,225 shares; 2025Q4: 69,603 shares; 2026Q1: 64,593 shares 64,593 $658K 0.06% -5,010 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: 894 shares; 2024Q4: 893 shares; 2025Q1: 862 shares; 2025Q2: 859 shares; 2025Q3: 972 shares; 2025Q4: 990 shares; 2026Q1: 898 shares 898 $654K 0.06% -92 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,875 shares; 2024Q4: 41,720 shares; 2025Q1: 38,504 shares; 2025Q2: 40,245 shares; 2025Q3: 29,332 shares; 2025Q4: 28,072 shares; 2026Q1: 28,545 shares 28,545 $654K 0.06% +473 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 6,162 shares; 2025Q1: 4,800 shares; 2025Q2: 4,532 shares; 2025Q3: 3,878 shares; 2025Q4: 3,611 shares; 2026Q1: 3,096 shares 3,096 $650K 0.06% -515 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,856 shares; 2024Q4: 36,170 shares; 2025Q1: 39,152 shares; 2025Q2: 36,227 shares; 2025Q3: 35,225 shares; 2025Q4: 37,024 shares; 2026Q1: 38,236 shares 38,236 $649K 0.06% +1,212 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,660 shares; 2024Q4: 25,998 shares; 2025Q1: 41,688 shares; 2025Q2: 56,848 shares; 2025Q3: 69,598 shares; 2025Q4: 174,090 shares; 2026Q1: 129,736 shares 129,736 $647K 0.06% -44,354 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,395 shares; 2025Q2: 12,825 shares; 2025Q3: 15,765 shares; 2025Q4: 18,824 shares; 2026Q1: 23,556 shares 23,556 $647K 0.06% +4,732 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,404 shares; 2025Q4: 3,717 shares; 2026Q1: 9,014 shares 9,014 $642K 0.06% +5,297 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: 1,924 shares; 2024Q4: 2,765 shares; 2025Q1: 3,393 shares; 2025Q2: 3,659 shares; 2025Q3: 4,105 shares; 2025Q4: 4,619 shares; 2026Q1: 4,851 shares 4,851 $636K 0.06% +232 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,804 shares; 2025Q1: 10,596 shares; 2025Q2: 12,873 shares; 2025Q3: 11,213 shares; 2025Q4: 18,511 shares; 2026Q1: 8,237 shares 8,237 $635K 0.06% -10,274 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 655 shares; 2026Q1: 903 shares 903 $635K 0.06% +248 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,292 shares; 2025Q1: 2,280 shares; 2025Q2: 2,188 shares; 2025Q3: 2,167 shares; 2025Q4: 1,862 shares; 2026Q1: 1,737 shares 1,737 $632K 0.06% -125 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: 21,676 shares; 2025Q3: 17,417 shares; 2025Q4: 17,051 shares; 2026Q1: 15,383 shares 15,383 $627K 0.06% -1,668 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,228 shares 16,228 $623K 0.06% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 28,001 shares; 2025Q1: 19,418 shares; 2025Q2: 15,961 shares; 2025Q3: 12,240 shares; 2025Q4: 11,690 shares; 2026Q1: 9,628 shares 9,628 $622K 0.06% -2,062 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,507 shares; 2024Q4: 14,855 shares; 2025Q1: 6,969 shares; 2025Q2: 7,022 shares; 2025Q3: 5,140 shares; 2025Q4: 4,532 shares; 2026Q1: 6,654 shares 6,654 $621K 0.06% +2,122 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: 1,442 shares; 2026Q1: 1,581 shares 1,581 $614K 0.06% +139 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: 6,869 shares; 2024Q4: 7,227 shares; 2025Q1: 8,721 shares; 2025Q2: 10,707 shares; 2025Q3: 11,134 shares; 2025Q4: 12,675 shares; 2026Q1: 12,511 shares 12,511 $613K 0.06% -164 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: 7,691 shares; 2024Q4: 7,505 shares; 2025Q1: 7,229 shares; 2025Q2: 9,435 shares; 2025Q3: 9,360 shares; 2025Q4: 7,191 shares; 2026Q1: 9,031 shares 9,031 $610K 0.06% +1,840 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,637 shares; 2025Q1: 3,041 shares; 2025Q2: 4,133 shares; 2025Q3: 4,521 shares; 2025Q4: 4,095 shares; 2026Q1: 4,006 shares 4,006 $602K 0.06% -89 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: not reported; 2024Q4: 3,591 shares; 2025Q1: 2,842 shares; 2025Q2: 5,254 shares; 2025Q3: 5,949 shares; 2025Q4: 7,641 shares; 2026Q1: 6,597 shares 6,597 $595K 0.06% -1,044 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,313 shares; 2024Q4: 13,577 shares; 2025Q1: 8,355 shares; 2025Q2: 7,654 shares; 2025Q3: 6,912 shares; 2025Q4: 7,402 shares; 2026Q1: 5,999 shares 5,999 $590K 0.06% -1,403 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,903 shares; 2024Q4: 17,934 shares; 2025Q1: 15,142 shares; 2025Q2: 15,859 shares; 2025Q3: 22,870 shares; 2025Q4: 21,999 shares; 2026Q1: 22,395 shares 22,395 $589K 0.06% +396 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,067 shares; 2025Q4: 25,086 shares; 2026Q1: 20,112 shares 20,112 $586K 0.06% -4,974 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,404 shares; 2025Q1: 1,380 shares; 2025Q2: 1,351 shares; 2025Q3: 2,389 shares; 2025Q4: 2,409 shares; 2026Q1: 2,335 shares 2,335 $584K 0.06% -74 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,956 shares 1,956 $580K 0.06% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,365 shares; 2025Q1: 7,199 shares; 2025Q2: 7,758 shares; 2025Q3: 7,776 shares; 2025Q4: 15,552 shares; 2026Q1: 11,142 shares 11,142 $578K 0.06% -4,410 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: not reported; 2026Q1: 2,305 shares 2,305 $578K 0.06% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,156 shares; 2024Q4: 13,868 shares; 2025Q1: 13,587 shares; 2025Q2: 21,269 shares; 2025Q3: 21,767 shares; 2025Q4: 9,030 shares; 2026Q1: 6,174 shares 6,174 $572K 0.05% -2,856 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,066 shares; 2025Q2: 7,447 shares; 2025Q3: 7,655 shares; 2025Q4: 7,882 shares; 2026Q1: 6,601 shares 6,601 $568K 0.05% -1,281 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: 47,255 shares; 2026Q1: 2,096 shares 2,096 $567K 0.05% -45,159 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: 6,182 shares; 2024Q4: 6,208 shares; 2025Q1: 5,702 shares; 2025Q2: 5,533 shares; 2025Q3: 4,283 shares; 2025Q4: 4,182 shares; 2026Q1: 3,873 shares 3,873 $561K 0.05% -309 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: 11,083 shares; 2024Q4: 21,779 shares; 2025Q1: 4,782 shares; 2025Q2: 5,458 shares; 2025Q3: 4,915 shares; 2025Q4: 5,001 shares; 2026Q1: 4,978 shares 4,978 $559K 0.05% -23 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: 916 shares; 2024Q4: 923 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 1,734 shares; 2026Q1: 1,947 shares 1,947 $559K 0.05% +213 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: not reported; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 1,034 shares; 2025Q3: 1,123 shares; 2025Q4: 1,133 shares; 2026Q1: 1,340 shares 1,340 $559K 0.05% +207 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 6,514 shares; 2025Q3: 4,742 shares; 2025Q4: 5,978 shares; 2026Q1: 6,872 shares 6,872 $556K 0.05% +894 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: 7,713 shares; 2024Q4: 8,096 shares; 2025Q1: 7,531 shares; 2025Q2: 7,913 shares; 2025Q3: 6,870 shares; 2025Q4: 6,618 shares; 2026Q1: 6,699 shares 6,699 $554K 0.05% +81 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,985 shares; 2025Q1: 3,594 shares; 2025Q2: 3,698 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 3,840 shares 3,840 $547K 0.05% -204 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,186 shares; 2025Q2: 12,640 shares; 2025Q3: 20,097 shares; 2025Q4: 24,807 shares; 2026Q1: 26,612 shares 26,612 $534K 0.05% +1,805 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 6,028 shares; 2025Q1: 8,917 shares; 2025Q2: 9,041 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares; 2026Q1: 9,152 shares 9,152 $530K 0.05% +102 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 37,370 shares; 2025Q1: 34,976 shares; 2025Q2: 34,215 shares; 2025Q3: 33,736 shares; 2025Q4: 27,315 shares; 2026Q1: 25,549 shares 25,549 $529K 0.05% -1,766 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: 1,013 shares; 2024Q4: 987 shares; 2025Q1: 990 shares; 2025Q2: 1,232 shares; 2025Q3: 1,323 shares; 2025Q4: 1,349 shares; 2026Q1: 1,242 shares 1,242 $529K 0.05% -107 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: 4,129 shares; 2024Q4: 3,288 shares; 2025Q1: 3,964 shares; 2025Q2: 3,496 shares; 2025Q3: 3,702 shares; 2025Q4: 6,286 shares; 2026Q1: 3,567 shares 3,567 $528K 0.05% -2,719 Timeline DTD 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: 5,866 shares; 2024Q4: 6,116 shares; 2025Q1: 6,116 shares; 2025Q2: 6,116 shares; 2025Q3: 6,116 shares; 2025Q4: 6,116 shares; 2026Q1: 6,116 shares 6,116 $528K 0.05% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,905 shares; 2025Q1: 3,791 shares; 2025Q2: 5,191 shares; 2025Q3: 5,293 shares; 2025Q4: 5,427 shares; 2026Q1: 5,484 shares 5,484 $526K 0.05% +57 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 7,349 shares; 2025Q1: 3,537 shares; 2025Q2: 1,400 shares; 2025Q3: 2,508 shares; 2025Q4: 3,206 shares; 2026Q1: 2,876 shares 2,876 $524K 0.05% -330 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares 3,360 $521K 0.05% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 2,001 shares; 2025Q1: 3,129 shares; 2025Q2: 3,095 shares; 2025Q3: 3,657 shares; 2025Q4: 3,658 shares; 2026Q1: 3,576 shares 3,576 $520K 0.05% -82 Timeline JQUA 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: 9,075 shares; 2024Q4: 7,118 shares; 2025Q1: 7,532 shares; 2025Q2: 9,524 shares; 2025Q3: 8,468 shares; 2025Q4: 18,910 shares; 2026Q1: 8,380 shares 8,380 $514K 0.05% -10,530 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,190 shares; 2026Q1: 1,553 shares 1,553 $514K 0.05% +363 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,752 shares; 2024Q4: 26,038 shares; 2025Q1: 45,985 shares; 2025Q2: 71,182 shares; 2025Q3: 105,596 shares; 2025Q4: 335,743 shares; 2026Q1: 312,827 shares 312,827 $507K 0.05% -22,916 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 5,811 shares; 2025Q1: 5,418 shares; 2025Q2: 6,182 shares; 2025Q3: 6,475 shares; 2025Q4: 5,950 shares; 2026Q1: 6,053 shares 6,053 $507K 0.05% +103 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 7,229 shares; 2025Q4: 7,161 shares; 2026Q1: 6,837 shares 6,837 $502K 0.05% -324 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,984 shares; 2025Q2: 15,002 shares; 2025Q3: 20,487 shares; 2025Q4: 29,551 shares; 2026Q1: 29,369 shares 29,369 $499K 0.05% -182 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: 178,964 shares; 2024Q4: 8,906 shares; 2025Q1: 8,892 shares; 2025Q2: 9,105 shares; 2025Q3: 9,281 shares; 2025Q4: 1,438 shares; 2026Q1: 3,304 shares 3,304 $498K 0.05% +1,866 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,408 shares; 2024Q4: 23,996 shares; 2025Q1: 22,349 shares; 2025Q2: 22,349 shares; 2025Q3: 22,122 shares; 2025Q4: 22,167 shares; 2026Q1: 16,183 shares 16,183 $497K 0.05% -5,984 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 5,372 shares; 2025Q1: 4,522 shares; 2025Q2: 4,462 shares; 2025Q3: 4,367 shares; 2025Q4: 4,245 shares; 2026Q1: 3,550 shares 3,550 $496K 0.05% -695 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,536 shares; 2025Q1: 11,777 shares; 2025Q2: 13,047 shares; 2025Q3: 10,765 shares; 2025Q4: 8,722 shares; 2026Q1: 9,788 shares 9,788 $494K 0.05% +1,066 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: 2,204 shares; 2025Q3: 2,462 shares; 2025Q4: 3,016 shares; 2026Q1: 3,768 shares 3,768 $493K 0.05% +752 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,409 shares; 2025Q4: 8,133 shares; 2026Q1: 8,622 shares 8,622 $490K 0.05% +489 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,089 shares; 2025Q1: 2,311 shares; 2025Q2: 2,677 shares; 2025Q3: 3,907 shares; 2025Q4: 3,013 shares; 2026Q1: 5,269 shares 5,269 $487K 0.05% +2,256 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to 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: 9,106 shares 9,106 $486K 0.05% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 780 shares; 2025Q1: 1,240 shares; 2025Q2: 1,099 shares; 2025Q3: 1,059 shares; 2025Q4: 1,038 shares; 2026Q1: 891 shares 891 $484K 0.05% -147 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: 10,313 shares; 2024Q4: 9,752 shares; 2025Q1: 9,563 shares; 2025Q2: 9,682 shares; 2025Q3: 6,193 shares; 2025Q4: 2,249 shares; 2026Q1: 3,720 shares 3,720 $483K 0.05% +1,471 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,998 shares; 2025Q1: 3,911 shares; 2025Q2: 5,409 shares; 2025Q3: 5,457 shares; 2025Q4: 5,593 shares; 2026Q1: 5,655 shares 5,655 $482K 0.05% +62 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: 1,261 shares; 2025Q4: 2,347 shares; 2026Q1: 3,048 shares 3,048 $479K 0.05% +701 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,623 shares; 2025Q1: 45,188 shares; 2025Q2: 4,081 shares; 2025Q3: 3,060 shares; 2025Q4: 4,281 shares; 2026Q1: 5,864 shares 5,864 $479K 0.05% +1,583 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,416 shares; 2025Q1: 1,508 shares; 2025Q2: 1,619 shares; 2025Q3: 2,181 shares; 2025Q4: 2,456 shares; 2026Q1: 2,418 shares 2,418 $473K 0.05% -38 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: 1,798 shares; 2024Q4: 2,099 shares; 2025Q1: 2,162 shares; 2025Q2: 1,739 shares; 2025Q3: 1,744 shares; 2025Q4: 1,755 shares; 2026Q1: 1,469 shares 1,469 $471K 0.05% -286 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,251 shares; 2025Q1: 3,084 shares; 2025Q2: 3,472 shares; 2025Q3: 3,689 shares; 2025Q4: 3,690 shares; 2026Q1: 4,073 shares 4,073 $470K 0.05% +383 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,761 shares; 2025Q4: 24,532 shares; 2026Q1: 15,141 shares 15,141 $470K 0.05% -9,391 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: 8,830 shares; 2024Q4: 12,017 shares; 2025Q1: 11,333 shares; 2025Q2: 9,595 shares; 2025Q3: 18,085 shares; 2025Q4: 15,142 shares; 2026Q1: 14,298 shares 14,298 $468K 0.04% -844 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,937 shares; 2025Q1: 1,885 shares; 2025Q2: 1,571 shares; 2025Q3: 1,459 shares; 2025Q4: 1,380 shares; 2026Q1: 1,170 shares 1,170 $468K 0.04% -210 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,126 shares; 2025Q1: 3,763 shares; 2025Q2: 3,867 shares; 2025Q3: 3,712 shares; 2025Q4: 3,876 shares; 2026Q1: 3,424 shares 3,424 $466K 0.04% -452 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: 584 shares; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,216 shares; 2025Q3: 1,691 shares; 2025Q4: 1,295 shares; 2026Q1: 1,708 shares 1,708 $463K 0.04% +413 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: 14,215 shares; 2024Q4: 15,514 shares; 2025Q1: 21,457 shares; 2025Q2: 21,483 shares; 2025Q3: 23,600 shares; 2025Q4: 17,663 shares; 2026Q1: 16,916 shares 16,916 $462K 0.04% -747 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,695 shares; 2026Q1: 2,572 shares 2,572 $462K 0.04% -123 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: 239 shares; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 312 shares; 2025Q4: 268 shares; 2026Q1: 469 shares 469 $460K 0.04% +201 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: 1,936 shares; 2024Q4: 2,395 shares; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 3,335 shares; 2025Q4: 3,781 shares; 2026Q1: 4,176 shares 4,176 $458K 0.04% +395 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 7,850 shares; 2025Q1: 8,011 shares; 2025Q2: 9,939 shares; 2025Q3: 4,761 shares; 2025Q4: 4,696 shares; 2026Q1: 4,737 shares 4,737 $458K 0.04% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: 2,073 shares; 2026Q1: 2,314 shares 2,314 $458K 0.04% +241 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,565 shares; 2025Q1: 3,377 shares; 2025Q2: 3,288 shares; 2025Q3: 5,103 shares; 2025Q4: 5,092 shares; 2026Q1: 5,231 shares 5,231 $456K 0.04% +139 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,175 shares; 2024Q4: 1,482 shares; 2025Q1: not reported; 2025Q2: 1,652 shares; 2025Q3: 2,065 shares; 2025Q4: 2,219 shares; 2026Q1: 2,287 shares 2,287 $452K 0.04% +68 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 4,422 shares; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares; 2026Q1: 4,422 shares 4,422 $452K 0.04% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,090 shares; 2025Q1: 1,563 shares; 2025Q2: 1,122 shares; 2025Q3: 1,234 shares; 2025Q4: 13,038 shares; 2026Q1: 940 shares 940 $451K 0.04% -12,098 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,598 shares; 2025Q3: 3,377 shares; 2025Q4: 3,475 shares; 2026Q1: 3,798 shares 3,798 $451K 0.04% +323 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: 1,230 shares; 2024Q4: 1,069 shares; 2025Q1: 1,137 shares; 2025Q2: 1,216 shares; 2025Q3: 1,332 shares; 2025Q4: 1,719 shares; 2026Q1: 1,395 shares 1,395 $447K 0.04% -324 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,354 shares; 2025Q3: 5,266 shares; 2025Q4: 4,975 shares; 2026Q1: 5,073 shares 5,073 $447K 0.04% +98 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,471 shares; 2025Q1: 7,712 shares; 2025Q2: 7,444 shares; 2025Q3: not reported; 2025Q4: 10,772 shares; 2026Q1: 10,387 shares 10,387 $441K 0.04% -385 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: 2,874 shares; 2025Q4: 4,744 shares; 2026Q1: 5,323 shares 5,323 $439K 0.04% +579 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: 7,833 shares; 2024Q4: 7,561 shares; 2025Q1: 6,253 shares; 2025Q2: 6,535 shares; 2025Q3: 6,844 shares; 2025Q4: 7,481 shares; 2026Q1: 7,174 shares 7,174 $439K 0.04% -307 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,413 shares; 2026Q1: 5,481 shares 5,481 $439K 0.04% +1,068 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,922 shares; 2024Q4: 18,760 shares; 2025Q1: 13,685 shares; 2025Q2: 10,866 shares; 2025Q3: 6,429 shares; 2025Q4: 6,634 shares; 2026Q1: 6,130 shares 6,130 $438K 0.04% -504 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 6,038 shares; 2025Q1: 6,052 shares; 2025Q2: 6,068 shares; 2025Q3: 6,083 shares; 2025Q4: 6,096 shares; 2026Q1: 6,111 shares 6,111 $433K 0.04% +15 Timeline GJUL 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: 10,434 shares; 2024Q4: 10,434 shares; 2025Q1: 10,434 shares; 2025Q2: 10,434 shares; 2025Q3: 10,434 shares; 2025Q4: 10,434 shares; 2026Q1: 10,434 shares 10,434 $425K 0.04% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,070 shares; 2024Q4: 10,136 shares; 2025Q1: 8,706 shares; 2025Q2: 8,029 shares; 2025Q3: 8,135 shares; 2025Q4: 7,396 shares; 2026Q1: 4,342 shares 4,342 $422K 0.04% -3,054 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: 4,900 shares; 2024Q4: 4,934 shares; 2025Q1: 4,842 shares; 2025Q2: 69,552 shares; 2025Q3: 5,683 shares; 2025Q4: 6,087 shares; 2026Q1: 5,806 shares 5,806 $420K 0.04% -281 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 4,865 shares; 2025Q1: 4,499 shares; 2025Q2: 4,630 shares; 2025Q3: 4,412 shares; 2025Q4: 4,246 shares; 2026Q1: 3,825 shares 3,825 $417K 0.04% -421 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: 7,560 shares; 2024Q4: 8,129 shares; 2025Q1: 8,022 shares; 2025Q2: 8,678 shares; 2025Q3: 8,998 shares; 2025Q4: 11,636 shares; 2026Q1: 12,434 shares 12,434 $417K 0.04% +798 Timeline 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: 2,226 shares; 2024Q4: 2,366 shares; 2025Q1: 2,386 shares; 2025Q2: 2,526 shares; 2025Q3: 2,605 shares; 2025Q4: 2,639 shares; 2026Q1: 2,241 shares 2,241 $414K 0.04% -398 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 5,558 shares; 2025Q3: 2,493 shares; 2025Q4: 4,304 shares; 2026Q1: 3,767 shares 3,767 $414K 0.04% -537 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,876 shares; 2025Q1: 6,648 shares; 2025Q2: 5,206 shares; 2025Q3: 6,376 shares; 2025Q4: 8,454 shares; 2026Q1: 8,946 shares 8,946 $411K 0.04% +492 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,572 shares; 2025Q4: 1,735 shares; 2026Q1: 2,011 shares 2,011 $410K 0.04% +276 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 3,089 shares; 2025Q1: 4,706 shares; 2025Q2: 4,797 shares; 2025Q3: 2,742 shares; 2025Q4: 3,832 shares; 2026Q1: 4,441 shares 4,441 $409K 0.04% +609 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,644 shares; 2025Q2: 2,248 shares; 2025Q3: 2,749 shares; 2025Q4: 2,378 shares; 2026Q1: 2,860 shares 2,860 $407K 0.04% +482 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,232 shares; 2025Q1: 4,860 shares; 2025Q2: 5,764 shares; 2025Q3: 4,905 shares; 2025Q4: 4,233 shares; 2026Q1: 2,718 shares 2,718 $407K 0.04% -1,515 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 3,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,323 shares; 2026Q1: 6,176 shares 6,176 $406K 0.04% -147 Timeline JULM 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $403K 0.04% 0 Timeline GJUN 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: 11,625 shares; 2024Q4: 11,625 shares; 2025Q1: 11,625 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares; 2026Q1: 10,165 shares 10,165 $401K 0.04% -1,435 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,060 shares; 2025Q1: 42,199 shares; 2025Q2: not reported; 2025Q3: 2,045 shares; 2025Q4: 2,148 shares; 2026Q1: 2,622 shares 2,622 $401K 0.04% +474 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,727 shares; 2024Q4: 35,727 shares; 2025Q1: 35,727 shares; 2025Q2: 35,737 shares; 2025Q3: 36,676 shares; 2025Q4: 36,687 shares; 2026Q1: 36,711 shares 36,711 $399K 0.04% +24 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,975 shares 1,975 $398K 0.04% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,952 shares; 2025Q2: 6,931 shares; 2025Q3: 5,519 shares; 2025Q4: 5,865 shares; 2026Q1: 5,734 shares 5,734 $397K 0.04% -131 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 540 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $397K 0.04% 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: not reported; 2025Q3: not reported; 2025Q4: 4,604 shares; 2026Q1: 4,836 shares 4,836 $395K 0.04% +232 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 4,939 shares; 2025Q1: 4,196 shares; 2025Q2: 3,986 shares; 2025Q3: 3,902 shares; 2025Q4: 3,031 shares; 2026Q1: 2,306 shares 2,306 $395K 0.04% -725 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,321 shares; 2025Q1: 2,140 shares; 2025Q2: 2,198 shares; 2025Q3: 2,097 shares; 2025Q4: 2,036 shares; 2026Q1: 2,013 shares 2,013 $395K 0.04% -23 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: not reported; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 1,894 shares; 2025Q3: 1,496 shares; 2025Q4: 2,550 shares; 2026Q1: 1,975 shares 1,975 $391K 0.04% -575 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: 2,994 shares; 2024Q4: 2,991 shares; 2025Q1: 2,872 shares; 2025Q2: 2,924 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares; 2026Q1: 3,147 shares 3,147 $391K 0.04% +169 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 4,023 shares; 2025Q1: 2,456 shares; 2025Q2: 2,329 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 1,767 shares 1,767 $391K 0.04% -368 Timeline IXN 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: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 4,084 shares; 2026Q1: 3,880 shares 3,880 $388K 0.04% -204 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 1,056 shares; 2025Q1: 1,071 shares; 2025Q2: 1,245 shares; 2025Q3: 1,339 shares; 2025Q4: 1,162 shares; 2026Q1: 1,179 shares 1,179 $387K 0.04% +17 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 15,211 shares; 2025Q1: 13,229 shares; 2025Q2: 9,013 shares; 2025Q3: 8,048 shares; 2025Q4: 17,189 shares; 2026Q1: 10,154 shares 10,154 $383K 0.04% -7,035 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: 4,307 shares; 2024Q4: 4,800 shares; 2025Q1: 5,000 shares; 2025Q2: 5,975 shares; 2025Q3: 6,714 shares; 2025Q4: 6,064 shares; 2026Q1: 8,443 shares 8,443 $382K 0.04% +2,379 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 3,436 shares; 2025Q3: 2,439 shares; 2025Q4: 2,574 shares; 2026Q1: 2,817 shares 2,817 $379K 0.04% +243 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 4,868 shares; 2025Q4: 4,916 shares; 2026Q1: 4,025 shares 4,025 $378K 0.04% -891 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 889 shares; 2025Q1: 926 shares; 2025Q2: 1,008 shares; 2025Q3: 1,695 shares; 2025Q4: 1,649 shares; 2026Q1: 2,089 shares 2,089 $376K 0.04% +440 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 24,027 shares; 2025Q1: 13,746 shares; 2025Q2: 11,707 shares; 2025Q3: 10,910 shares; 2025Q4: 10,036 shares; 2026Q1: 8,296 shares 8,296 $376K 0.04% -1,740 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 3,745 shares; 2025Q1: 2,093 shares; 2025Q2: 1,847 shares; 2025Q3: 1,843 shares; 2025Q4: 2,389 shares; 2026Q1: 1,938 shares 1,938 $375K 0.04% -451 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,986 shares; 2026Q1: 2,731 shares 2,731 $375K 0.04% -255 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,606 shares; 2026Q1: 1,686 shares 1,686 $374K 0.04% +80 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: 1,779 shares; 2024Q4: 1,796 shares; 2025Q1: 1,301 shares; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 2,195 shares; 2026Q1: 2,407 shares 2,407 $374K 0.04% +212 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,655 shares; 2025Q3: 5,309 shares; 2025Q4: 4,573 shares; 2026Q1: 5,790 shares 5,790 $374K 0.04% +1,217 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,860 shares; 2025Q4: 2,220 shares; 2026Q1: 2,691 shares 2,691 $369K 0.04% +471 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 2,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,043 shares 3,043 $369K 0.04% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 1,950 shares; 2025Q1: 1,577 shares; 2025Q2: 1,878 shares; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 4,090 shares 4,090 $368K 0.04% +2,170 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 1,137 shares; 2025Q4: 1,374 shares; 2026Q1: 1,445 shares 1,445 $368K 0.04% +71 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,507 shares; 2025Q4: 2,908 shares; 2026Q1: 2,657 shares 2,657 $368K 0.04% -251 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,555 shares; 2025Q3: 8,718 shares; 2025Q4: 8,784 shares; 2026Q1: 8,688 shares 8,688 $367K 0.04% -96 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 981 shares; 2025Q2: not reported; 2025Q3: 1,187 shares; 2025Q4: 2,029 shares; 2026Q1: 1,754 shares 1,754 $364K 0.03% -275 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 610 shares 610 $362K 0.03% +44 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 10,605 shares; 2025Q1: 9,716 shares; 2025Q2: 10,026 shares; 2025Q3: 9,692 shares; 2025Q4: 9,680 shares; 2026Q1: 9,806 shares 9,806 $361K 0.03% +126 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 1,666 shares 1,666 $361K 0.03% +16 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: 1,173 shares; 2025Q4: 1,236 shares; 2026Q1: 1,277 shares 1,277 $361K 0.03% +41 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,255 shares 1,255 $360K 0.03% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 552 shares; 2025Q1: 565 shares; 2025Q2: 568 shares; 2025Q3: 649 shares; 2025Q4: 630 shares; 2026Q1: 612 shares 612 $360K 0.03% -18 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: 3,114 shares 3,114 $359K 0.03% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: 1,159 shares; 2026Q1: 1,186 shares 1,186 $358K 0.03% +27 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: 2,926 shares; 2026Q1: 2,447 shares 2,447 $358K 0.03% -479 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,892 shares; 2025Q1: 3,079 shares; 2025Q2: 2,550 shares; 2025Q3: 2,910 shares; 2025Q4: not reported; 2026Q1: 3,028 shares 3,028 $358K 0.03% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 9,051 shares; 2025Q1: 5,952 shares; 2025Q2: 4,492 shares; 2025Q3: 3,851 shares; 2025Q4: 3,528 shares; 2026Q1: 3,049 shares 3,049 $357K 0.03% -479 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,439 shares; 2025Q1: 1,505 shares; 2025Q2: 1,404 shares; 2025Q3: 2,370 shares; 2025Q4: 1,785 shares; 2026Q1: 1,690 shares 1,690 $357K 0.03% -95 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 701 shares; 2025Q1: 723 shares; 2025Q2: 701 shares; 2025Q3: 686 shares; 2025Q4: 578 shares; 2026Q1: 576 shares 576 $355K 0.03% -2 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,499 shares; 2024Q4: 17,212 shares; 2025Q1: 11,993 shares; 2025Q2: 11,540 shares; 2025Q3: 7,232 shares; 2025Q4: 4,018 shares; 2026Q1: 4,288 shares 4,288 $355K 0.03% +270 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to 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: 7,221 shares 7,221 $354K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,009 shares; 2025Q3: 6,269 shares; 2025Q4: 6,924 shares; 2026Q1: 6,867 shares 6,867 $353K 0.03% -57 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: not reported; 2025Q3: 710 shares; 2025Q4: 1,118 shares; 2026Q1: 1,271 shares 1,271 $350K 0.03% +153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 1,042 shares; 2025Q4: 992 shares; 2026Q1: 1,110 shares 1,110 $349K 0.03% +118 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares; 2026Q1: 1,816 shares 1,816 $348K 0.03% +69 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 6,100 shares; 2025Q1: 4,581 shares; 2025Q2: 5,608 shares; 2025Q3: 3,358 shares; 2025Q4: 3,641 shares; 2026Q1: 4,505 shares 4,505 $347K 0.03% +864 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 1,252 shares; 2025Q3: 1,825 shares; 2025Q4: 1,583 shares; 2026Q1: 2,783 shares 2,783 $347K 0.03% +1,200 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: not reported; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 582 shares; 2025Q4: 530 shares; 2026Q1: 800 shares 800 $347K 0.03% +270 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: 4,286 shares; 2025Q4: 5,553 shares; 2026Q1: 5,783 shares 5,783 $347K 0.03% +230 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 9,043 shares; 2025Q1: 8,931 shares; 2025Q2: 9,052 shares; 2025Q3: 9,310 shares; 2025Q4: 9,231 shares; 2026Q1: 9,050 shares 9,050 $346K 0.03% -181 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,845 shares; 2025Q1: 2,845 shares; 2025Q2: 3,280 shares; 2025Q3: 3,007 shares; 2025Q4: 2,866 shares; 2026Q1: 2,418 shares 2,418 $345K 0.03% -448 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 21,918 shares; 2025Q1: 13,575 shares; 2025Q2: 12,985 shares; 2025Q3: 11,477 shares; 2025Q4: 11,017 shares; 2026Q1: 7,620 shares 7,620 $344K 0.03% -3,397 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,720 shares; 2025Q4: not reported; 2026Q1: 3,308 shares 3,308 $339K 0.03% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,168 shares; 2026Q1: 1,153 shares 1,153 $337K 0.03% -15 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 4,916 shares; 2025Q1: 4,239 shares; 2025Q2: 4,057 shares; 2025Q3: 4,218 shares; 2025Q4: 4,045 shares; 2026Q1: 3,855 shares 3,855 $335K 0.03% -190 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,128 shares; 2025Q2: 6,231 shares; 2025Q3: 6,856 shares; 2025Q4: 8,709 shares; 2026Q1: 9,279 shares 9,279 $335K 0.03% +570 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,361 shares; 2026Q1: 1,453 shares 1,453 $334K 0.03% +92 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: 1,530 shares; 2024Q4: 1,548 shares; 2025Q1: 1,264 shares; 2025Q2: 1,296 shares; 2025Q3: 1,476 shares; 2025Q4: 1,686 shares; 2026Q1: 1,761 shares 1,761 $334K 0.03% +75 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,212 shares; 2025Q3: 5,004 shares; 2025Q4: 4,737 shares; 2026Q1: 3,449 shares 3,449 $334K 0.03% -1,288 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to 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: 5,380 shares 5,380 $333K 0.03% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,093 shares; 2024Q4: 17,012 shares; 2025Q1: 16,439 shares; 2025Q2: 18,887 shares; 2025Q3: 14,274 shares; 2025Q4: 10,596 shares; 2026Q1: 5,614 shares 5,614 $331K 0.03% -4,982 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: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,483 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 2,422 shares; 2026Q1: 2,480 shares 2,480 $330K 0.03% +58 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,890 shares 7,890 $329K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 1,415 shares 1,415 $326K 0.03% +259 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,152 shares; 2025Q4: 1,342 shares; 2026Q1: 1,298 shares 1,298 $325K 0.03% -44 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,439 shares; 2025Q3: 1,802 shares; 2025Q4: 1,638 shares; 2026Q1: 2,163 shares 2,163 $325K 0.03% +525 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: 1,306 shares; 2024Q4: 1,288 shares; 2025Q1: 1,231 shares; 2025Q2: 1,201 shares; 2025Q3: 1,214 shares; 2025Q4: 1,186 shares; 2026Q1: 1,245 shares 1,245 $324K 0.03% +59 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,487 shares; 2024Q4: 27,973 shares; 2025Q1: 26,604 shares; 2025Q2: 25,975 shares; 2025Q3: 22,009 shares; 2025Q4: 12,927 shares; 2026Q1: 9,555 shares 9,555 $322K 0.03% -3,372 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,142 shares; 2025Q4: 2,524 shares; 2026Q1: 2,253 shares 2,253 $322K 0.03% -271 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,339 shares; 2025Q1: 1,984 shares; 2025Q2: 2,572 shares; 2025Q3: 1,793 shares; 2025Q4: 2,464 shares; 2026Q1: 2,502 shares 2,502 $321K 0.03% +38 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,547 shares; 2025Q1: 3,971 shares; 2025Q2: 3,297 shares; 2025Q3: 3,160 shares; 2025Q4: 2,334 shares; 2026Q1: 2,217 shares 2,217 $321K 0.03% -117 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 806 shares 806 $318K 0.03% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,413 shares; 2025Q4: 4,419 shares; 2026Q1: 4,425 shares 4,425 $315K 0.03% +6 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,530 shares; 2025Q1: 1,459 shares; 2025Q2: 1,687 shares; 2025Q3: 1,784 shares; 2025Q4: 1,821 shares; 2026Q1: 1,579 shares 1,579 $312K 0.03% -242 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,805 shares; 2025Q1: 1,852 shares; 2025Q2: 1,916 shares; 2025Q3: 2,468 shares; 2025Q4: 2,189 shares; 2026Q1: 1,907 shares 1,907 $310K 0.03% -282 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,605 shares; 2025Q1: 1,599 shares; 2025Q2: 1,118 shares; 2025Q3: 1,032 shares; 2025Q4: 1,020 shares; 2026Q1: 1,066 shares 1,066 $309K 0.03% +46 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,698 shares; 2025Q1: 2,549 shares; 2025Q2: not reported; 2025Q3: 2,368 shares; 2025Q4: 4,112 shares; 2026Q1: 2,619 shares 2,619 $309K 0.03% -1,493 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 4,040 shares; 2025Q1: 5,269 shares; 2025Q2: 3,958 shares; 2025Q3: 3,531 shares; 2025Q4: 3,121 shares; 2026Q1: 2,527 shares 2,527 $308K 0.03% -594 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,095 shares; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,199 shares; 2026Q1: 1,142 shares 1,142 $304K 0.03% -57 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 3,369 shares; 2025Q4: 5,180 shares; 2026Q1: 3,902 shares 3,902 $303K 0.03% -1,278 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: 6,352 shares; 2024Q4: 3,676 shares; 2025Q1: 1,738 shares; 2025Q2: 1,724 shares; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 1,741 shares 1,741 $301K 0.03% -418 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 3,121 shares; 2025Q1: 2,187 shares; 2025Q2: 1,741 shares; 2025Q3: 2,173 shares; 2025Q4: 1,835 shares; 2026Q1: 1,483 shares 1,483 $300K 0.03% -352 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,472 shares; 2025Q1: 2,232 shares; 2025Q2: 1,696 shares; 2025Q3: 1,554 shares; 2025Q4: 1,459 shares; 2026Q1: 1,203 shares 1,203 $300K 0.03% -256 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: 15,025 shares; 2024Q4: 14,527 shares; 2025Q1: 10,017 shares; 2025Q2: 3,689 shares; 2025Q3: 5,439 shares; 2025Q4: 4,237 shares; 2026Q1: 5,647 shares 5,647 $298K 0.03% +1,410 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,810 shares 2,810 $296K 0.03% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 221 shares; 2025Q1: 219 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 205 shares; 2026Q1: 170 shares 170 $294K 0.03% -35 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,367 shares; 2025Q2: 5,108 shares; 2025Q3: 3,693 shares; 2025Q4: 4,499 shares; 2026Q1: 4,608 shares 4,608 $293K 0.03% +109 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: 3,417 shares; 2024Q4: 3,348 shares; 2025Q1: 1,296 shares; 2025Q2: 1,271 shares; 2025Q3: 1,230 shares; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $293K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 667 shares; 2026Q1: 678 shares 678 $292K 0.03% +11 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,112 shares 3,112 $290K 0.03% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 3,494 shares; 2025Q1: 2,435 shares; 2025Q2: 2,402 shares; 2025Q3: 4,299 shares; 2025Q4: 3,073 shares; 2026Q1: 3,841 shares 3,841 $289K 0.03% +768 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares; 2026Q1: 4,756 shares 4,756 $286K 0.03% +1,349 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,198 shares; 2025Q1: 1,190 shares; 2025Q2: 1,167 shares; 2025Q3: 1,166 shares; 2025Q4: 1,169 shares; 2026Q1: 1,180 shares 1,180 $286K 0.03% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,947 shares; 2026Q1: 5,661 shares 5,661 $285K 0.03% -286 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 639 shares; 2025Q4: 607 shares; 2026Q1: 670 shares 670 $285K 0.03% +63 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,976 shares; 2026Q1: 4,249 shares 4,249 $282K 0.03% +273 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares; 2025Q4: 317 shares; 2026Q1: 325 shares 325 $281K 0.03% +8 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,163 shares; 2025Q3: 2,201 shares; 2025Q4: 2,247 shares; 2026Q1: 2,364 shares 2,364 $281K 0.03% +117 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: 3,224 shares; 2025Q3: 1,917 shares; 2025Q4: 1,440 shares; 2026Q1: 1,697 shares 1,697 $280K 0.03% +257 Timeline SPSB 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: 10,798 shares; 2024Q4: 10,493 shares; 2025Q1: 9,465 shares; 2025Q2: 9,358 shares; 2025Q3: 9,328 shares; 2025Q4: 8,989 shares; 2026Q1: 9,206 shares 9,206 $277K 0.03% +217 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 571 shares; 2025Q1: 523 shares; 2025Q2: 550 shares; 2025Q3: 645 shares; 2025Q4: 642 shares; 2026Q1: 596 shares 596 $277K 0.03% -46 Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: 1,847 shares; 2025Q3: 1,355 shares; 2025Q4: 1,272 shares; 2026Q1: 1,004 shares 1,004 $275K 0.03% -268 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,868 shares; 2025Q4: 4,871 shares; 2026Q1: 4,399 shares 4,399 $274K 0.03% -472 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,323 shares 5,323 $273K 0.03% new 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: not reported; 2025Q3: 28,743 shares; 2025Q4: 27,986 shares; 2026Q1: 24,076 shares 24,076 $272K 0.03% -3,910 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 273 shares; 2025Q2: 258 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares 570 $271K 0.03% 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: 1,156 shares; 2025Q2: 1,054 shares; 2025Q3: 924 shares; 2025Q4: 905 shares; 2026Q1: 887 shares 887 $270K 0.03% -18 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 641 shares; 2025Q1: 653 shares; 2025Q2: 567 shares; 2025Q3: 953 shares; 2025Q4: 959 shares; 2026Q1: 897 shares 897 $270K 0.03% -62 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: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares 1,773 $268K 0.03% 0 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 16,921 shares; 2026Q1: 16,921 shares 16,921 $268K 0.03% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,292 shares; 2025Q4: 1,299 shares; 2026Q1: 2,433 shares 2,433 $267K 0.03% +1,134 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 1,281 shares; 2025Q2: 1,061 shares; 2025Q3: 988 shares; 2025Q4: 971 shares; 2026Q1: 891 shares 891 $266K 0.03% -80 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,912 shares 2,912 $265K 0.03% new 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: not reported; 2024Q4: 1,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $264K 0.03% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,732 shares; 2025Q4: 3,244 shares; 2026Q1: 3,369 shares 3,369 $263K 0.03% +125 Timeline