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: restricted; 2024Q4: 1,326,739 shares; 2025Q1: 1,329,573 shares; 2025Q2: 1,337,562 shares; 2025Q3: 1,352,842 shares; 2025Q4: 1,286,105 shares; 2026Q1: 973,979 shares 973,979 $173M 5.38% -312,126 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: restricted; 2024Q4: 578,859 shares; 2025Q1: 603,497 shares; 2025Q2: 590,973 shares; 2025Q3: 680,876 shares; 2025Q4: 695,949 shares; 2026Q1: 483,032 shares 483,032 $152M 4.73% -212,917 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: restricted; 2024Q4: 469,767 shares; 2025Q1: 492,879 shares; 2025Q2: 494,274 shares; 2025Q3: 523,378 shares; 2025Q4: 543,869 shares; 2026Q1: 388,351 shares 388,351 $99.4M 3.09% -155,518 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: restricted; 2024Q4: 269,328 shares; 2025Q1: 275,383 shares; 2025Q2: 279,710 shares; 2025Q3: 287,192 shares; 2025Q4: 290,330 shares; 2026Q1: 224,004 shares 224,004 $83.7M 2.6% -66,326 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: restricted; 2024Q4: 304,758 shares; 2025Q1: 313,266 shares; 2025Q2: 316,597 shares; 2025Q3: 320,771 shares; 2025Q4: 327,368 shares; 2026Q1: 241,870 shares 241,870 $71.5M 2.23% -85,498 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: restricted; 2024Q4: 268,231 shares; 2025Q1: 271,114 shares; 2025Q2: 270,869 shares; 2025Q3: 267,229 shares; 2025Q4: 268,191 shares; 2026Q1: 201,857 shares 201,857 $68.4M 2.13% -66,334 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: restricted; 2024Q4: 298,363 shares; 2025Q1: 303,734 shares; 2025Q2: 303,305 shares; 2025Q3: 225,860 shares; 2025Q4: 220,103 shares; 2026Q1: 164,724 shares 164,724 $57.4M 1.79% -55,379 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: restricted; 2024Q4: 305,287 shares; 2025Q1: 309,639 shares; 2025Q2: 315,385 shares; 2025Q3: 329,981 shares; 2025Q4: 343,860 shares; 2026Q1: 248,289 shares 248,289 $52.1M 1.62% -95,571 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: restricted; 2024Q4: 230,095 shares; 2025Q1: 218,903 shares; 2025Q2: 220,076 shares; 2025Q3: 215,223 shares; 2025Q4: 216,366 shares; 2026Q1: 148,628 shares 148,628 $43.8M 1.36% -67,738 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: restricted; 2024Q4: 74,921 shares; 2025Q1: 76,051 shares; 2025Q2: 75,102 shares; 2025Q3: 75,021 shares; 2025Q4: 76,492 shares; 2026Q1: 55,349 shares 55,349 $39.7M 1.24% -21,143 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: restricted; 2024Q4: 235,695 shares; 2025Q1: 251,286 shares; 2025Q2: 245,727 shares; 2025Q3: 250,912 shares; 2025Q4: 251,356 shares; 2026Q1: 154,290 shares 154,290 $37.5M 1.17% -97,066 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: restricted; 2024Q4: 63,027 shares; 2025Q1: 63,397 shares; 2025Q2: 63,041 shares; 2025Q3: 63,678 shares; 2025Q4: 63,737 shares; 2026Q1: 42,501 shares 42,501 $36.7M 1.14% -21,236 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: restricted; 2024Q4: 970,343 shares; 2025Q1: 989,233 shares; 2025Q2: 976,487 shares; 2025Q3: 989,759 shares; 2025Q4: 1,002,666 shares; 2026Q1: 705,325 shares 705,325 $34.8M 1.08% -297,341 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: restricted; 2024Q4: 43,312 shares; 2025Q1: 43,278 shares; 2025Q2: 43,233 shares; 2025Q3: 43,897 shares; 2025Q4: 44,118 shares; 2026Q1: 32,528 shares 32,528 $33M 1.03% -11,590 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: restricted; 2024Q4: 217,531 shares; 2025Q1: 221,298 shares; 2025Q2: 221,577 shares; 2025Q3: 220,863 shares; 2025Q4: 220,916 shares; 2026Q1: 165,554 shares 165,554 $32.5M 1.01% -55,362 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: restricted; 2024Q4: 276,047 shares; 2025Q1: 285,551 shares; 2025Q2: 284,842 shares; 2025Q3: 287,858 shares; 2025Q4: 309,677 shares; 2026Q1: 239,752 shares 239,752 $30.7M 0.96% -69,925 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: restricted; 2024Q4: 269,266 shares; 2025Q1: 268,369 shares; 2025Q2: 267,957 shares; 2025Q3: 268,833 shares; 2025Q4: 272,297 shares; 2026Q1: 203,031 shares 203,031 $29.7M 0.93% -69,266 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: restricted; 2024Q4: 69,686 shares; 2025Q1: 70,416 shares; 2025Q2: 69,896 shares; 2025Q3: 77,826 shares; 2025Q4: 77,516 shares; 2026Q1: 68,149 shares 68,149 $28.8M 0.9% -9,367 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: restricted; 2024Q4: 188,430 shares; 2025Q1: 193,695 shares; 2025Q2: 190,765 shares; 2025Q3: 195,936 shares; 2025Q4: 201,094 shares; 2026Q1: 139,177 shares 139,177 $27.7M 0.86% -61,917 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 499,748 shares; 2025Q1: 511,726 shares; 2025Q2: 434,356 shares; 2025Q3: 442,143 shares; 2025Q4: 446,694 shares; 2026Q1: 310,538 shares 310,538 $26.9M 0.84% -136,156 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: restricted; 2024Q4: 107,201 shares; 2025Q1: 109,322 shares; 2025Q2: 110,515 shares; 2025Q3: 111,418 shares; 2025Q4: 111,657 shares; 2026Q1: 83,478 shares 83,478 $26.6M 0.83% -28,179 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: restricted; 2024Q4: 68,756 shares; 2025Q1: 68,891 shares; 2025Q2: 69,559 shares; 2025Q3: 71,536 shares; 2025Q4: 69,726 shares; 2026Q1: 50,240 shares 50,240 $24.8M 0.77% -19,486 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: restricted; 2024Q4: 813,067 shares; 2025Q1: 828,273 shares; 2025Q2: 831,251 shares; 2025Q3: 824,973 shares; 2025Q4: 816,881 shares; 2026Q1: 501,689 shares 501,689 $24.8M 0.77% -315,192 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: restricted; 2024Q4: 99,806 shares; 2025Q1: 101,912 shares; 2025Q2: 102,549 shares; 2025Q3: 104,497 shares; 2025Q4: 103,900 shares; 2026Q1: 71,157 shares 71,157 $24.8M 0.77% -32,743 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: restricted; 2024Q4: 151,395 shares; 2025Q1: 157,874 shares; 2025Q2: 159,233 shares; 2025Q3: 161,614 shares; 2025Q4: 163,819 shares; 2026Q1: 108,033 shares 108,033 $23.5M 0.73% -55,786 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: restricted; 2024Q4: 58,841 shares; 2025Q1: 53,908 shares; 2025Q2: 53,879 shares; 2025Q3: 34,355 shares; 2025Q4: 34,448 shares; 2026Q1: 25,665 shares 25,665 $23.3M 0.73% -8,783 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: restricted; 2024Q4: 181,202 shares; 2025Q1: 182,388 shares; 2025Q2: 182,570 shares; 2025Q3: 183,670 shares; 2025Q4: 182,735 shares; 2026Q1: 140,158 shares 140,158 $23.2M 0.72% -42,577 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: restricted; 2024Q4: 95,360 shares; 2025Q1: 97,568 shares; 2025Q2: 96,104 shares; 2025Q3: 101,000 shares; 2025Q4: 104,110 shares; 2026Q1: 72,091 shares 72,091 $23.2M 0.72% -32,019 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: restricted; 2024Q4: 47,049 shares; 2025Q1: 49,075 shares; 2025Q2: 47,469 shares; 2025Q3: 48,646 shares; 2025Q4: 93,630 shares; 2026Q1: 141,467 shares 141,467 $23.1M 0.72% +47,837 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: restricted; 2024Q4: 56,428 shares; 2025Q1: 56,733 shares; 2025Q2: 57,233 shares; 2025Q3: 57,726 shares; 2025Q4: 57,745 shares; 2026Q1: 45,373 shares 45,373 $22.8M 0.71% -12,372 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: restricted; 2024Q4: 444,942 shares; 2025Q1: 453,073 shares; 2025Q2: 453,707 shares; 2025Q3: 468,041 shares; 2025Q4: 489,628 shares; 2026Q1: 354,701 shares 354,701 $21.8M 0.68% -134,927 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: restricted; 2024Q4: 50,570 shares; 2025Q1: 51,362 shares; 2025Q2: 51,219 shares; 2025Q3: 51,568 shares; 2025Q4: 51,740 shares; 2026Q1: 37,737 shares 37,737 $21.7M 0.68% -14,003 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: restricted; 2024Q4: 52,279 shares; 2025Q1: 54,307 shares; 2025Q2: 55,123 shares; 2025Q3: 59,877 shares; 2025Q4: 63,034 shares; 2026Q1: 37,818 shares 37,818 $21.7M 0.68% -25,216 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: restricted; 2024Q4: 131,629 shares; 2025Q1: 132,465 shares; 2025Q2: 132,664 shares; 2025Q3: 133,787 shares; 2025Q4: 134,141 shares; 2026Q1: 96,500 shares 96,500 $20.2M 0.63% -37,641 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: restricted; 2024Q4: 38,082 shares; 2025Q1: 40,050 shares; 2025Q2: 42,194 shares; 2025Q3: 45,941 shares; 2025Q4: 105,732 shares; 2026Q1: 65,227 shares 65,227 $19.6M 0.61% -40,505 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: restricted; 2024Q4: 47,182 shares; 2025Q1: 48,941 shares; 2025Q2: 49,119 shares; 2025Q3: 49,068 shares; 2025Q4: 48,863 shares; 2026Q1: 29,845 shares 29,845 $19.6M 0.61% -19,018 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: restricted; 2024Q4: 25,562 shares; 2025Q1: 25,984 shares; 2025Q2: 25,781 shares; 2025Q3: 26,060 shares; 2025Q4: 26,266 shares; 2026Q1: 20,229 shares 20,229 $19.6M 0.61% -6,037 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: restricted; 2024Q4: 105,904 shares; 2025Q1: 108,717 shares; 2025Q2: 107,202 shares; 2025Q3: 108,660 shares; 2025Q4: 109,188 shares; 2026Q1: 79,729 shares 79,729 $19.5M 0.61% -29,459 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: restricted; 2024Q4: 52,531 shares; 2025Q1: 53,885 shares; 2025Q2: 53,817 shares; 2025Q3: 53,468 shares; 2025Q4: 52,435 shares; 2026Q1: 38,411 shares 38,411 $18.9M 0.59% -14,024 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: restricted; 2024Q4: 95,913 shares; 2025Q1: 97,905 shares; 2025Q2: 97,822 shares; 2025Q3: 99,128 shares; 2025Q4: 107,297 shares; 2026Q1: 80,847 shares 80,847 $18.7M 0.58% -26,450 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: restricted; 2024Q4: 366,257 shares; 2025Q1: 336,356 shares; 2025Q2: 297,890 shares; 2025Q3: 291,649 shares; 2025Q4: 264,264 shares; 2026Q1: 212,251 shares 212,251 $18.7M 0.58% -52,013 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: restricted; 2024Q4: 126,515 shares; 2025Q1: 136,208 shares; 2025Q2: 139,502 shares; 2025Q3: 145,987 shares; 2025Q4: 146,468 shares; 2026Q1: 113,532 shares 113,532 $18.2M 0.57% -32,936 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: restricted; 2024Q4: 234,849 shares; 2025Q1: 244,039 shares; 2025Q2: 247,309 shares; 2025Q3: 864,286 shares; 2025Q4: 870,942 shares; 2026Q1: 546,395 shares 546,395 $18M 0.56% -324,547 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: restricted; 2024Q4: 114,959 shares; 2025Q1: 67,070 shares; 2025Q2: 64,000 shares; 2025Q3: 426,156 shares; 2025Q4: 462,833 shares; 2026Q1: 296,482 shares 296,482 $17.7M 0.55% -166,351 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: restricted; 2024Q4: 86,796 shares; 2025Q1: 91,537 shares; 2025Q2: 91,837 shares; 2025Q3: 88,304 shares; 2025Q4: 90,885 shares; 2026Q1: 70,080 shares 70,080 $17.4M 0.54% -20,805 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: restricted; 2024Q4: 541,159 shares; 2025Q1: 553,131 shares; 2025Q2: 549,614 shares; 2025Q3: 551,075 shares; 2025Q4: 554,461 shares; 2026Q1: 405,751 shares 405,751 $16.7M 0.52% -148,710 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: restricted; 2024Q4: 132,731 shares; 2025Q1: 133,594 shares; 2025Q2: 133,207 shares; 2025Q3: 135,024 shares; 2025Q4: 135,284 shares; 2026Q1: 102,094 shares 102,094 $16.6M 0.52% -33,190 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: restricted; 2024Q4: 89,275 shares; 2025Q1: 90,877 shares; 2025Q2: 89,919 shares; 2025Q3: 90,689 shares; 2025Q4: 90,884 shares; 2026Q1: 67,051 shares 67,051 $16.4M 0.51% -23,833 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: restricted; 2024Q4: 53,463 shares; 2025Q1: 52,925 shares; 2025Q2: 52,691 shares; 2025Q3: 53,531 shares; 2025Q4: 51,958 shares; 2026Q1: 74,917 shares 74,917 $16.4M 0.51% +22,959 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,423 shares; 2025Q1: 63,848 shares; 2025Q2: 63,898 shares; 2025Q3: 64,299 shares; 2025Q4: 66,093 shares; 2026Q1: 45,537 shares 45,537 $16.2M 0.5% -20,556 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: restricted; 2024Q4: 160,078 shares; 2025Q1: 163,709 shares; 2025Q2: 89,960 shares; 2025Q3: 91,170 shares; 2025Q4: 95,363 shares; 2026Q1: 70,457 shares 70,457 $16.2M 0.5% -24,906 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: restricted; 2024Q4: 141,377 shares; 2025Q1: 147,421 shares; 2025Q2: 153,700 shares; 2025Q3: 234,976 shares; 2025Q4: 244,200 shares; 2026Q1: 130,205 shares 130,205 $15.7M 0.49% -113,995 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: restricted; 2024Q4: 110,193 shares; 2025Q1: 112,429 shares; 2025Q2: 112,521 shares; 2025Q3: 116,701 shares; 2025Q4: 122,551 shares; 2026Q1: 47,266 shares 47,266 $15.5M 0.48% -75,285 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: restricted; 2024Q4: 18,126 shares; 2025Q1: 19,667 shares; 2025Q2: 19,637 shares; 2025Q3: 20,519 shares; 2025Q4: 20,452 shares; 2026Q1: 16,523 shares 16,523 $15.5M 0.48% -3,929 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: restricted; 2024Q4: 162,627 shares; 2025Q1: 163,536 shares; 2025Q2: 152,795 shares; 2025Q3: 157,861 shares; 2025Q4: 153,928 shares; 2026Q1: 107,997 shares 107,997 $15.5M 0.48% -45,931 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: restricted; 2024Q4: 60,855 shares; 2025Q1: 62,290 shares; 2025Q2: 60,600 shares; 2025Q3: 69,340 shares; 2025Q4: 32,295 shares; 2026Q1: 24,266 shares 24,266 $15.1M 0.47% -8,029 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,765 shares; 2025Q1: 106,086 shares; 2025Q2: 108,728 shares; 2025Q3: 352,187 shares; 2025Q4: 351,584 shares; 2026Q1: 240,669 shares 240,669 $15.1M 0.47% -110,915 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: restricted; 2024Q4: 70,115 shares; 2025Q1: 71,645 shares; 2025Q2: 70,893 shares; 2025Q3: 70,001 shares; 2025Q4: 70,066 shares; 2026Q1: 51,384 shares 51,384 $14.8M 0.46% -18,682 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: restricted; 2024Q4: 163,334 shares; 2025Q1: 169,586 shares; 2025Q2: 165,017 shares; 2025Q3: 166,681 shares; 2025Q4: 171,364 shares; 2026Q1: 127,814 shares 127,814 $14.7M 0.46% -43,550 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: restricted; 2024Q4: 3,183 shares; 2025Q1: 3,557 shares; 2025Q2: 3,308 shares; 2025Q3: 3,752 shares; 2025Q4: 85,727 shares; 2026Q1: 147,745 shares 147,745 $14.6M 0.45% +62,018 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: restricted; 2024Q4: 59,905 shares; 2025Q1: 61,640 shares; 2025Q2: 61,131 shares; 2025Q3: 64,262 shares; 2025Q4: 66,529 shares; 2026Q1: 41,706 shares 41,706 $14.6M 0.45% -24,823 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: restricted; 2024Q4: 35,723 shares; 2025Q1: 35,603 shares; 2025Q2: 35,102 shares; 2025Q3: 35,187 shares; 2025Q4: 35,298 shares; 2026Q1: 24,890 shares 24,890 $14M 0.43% -10,408 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: restricted; 2024Q4: 1,338 shares; 2025Q1: 11,364 shares; 2025Q2: 11,565 shares; 2025Q3: 1,423 shares; 2025Q4: 52,543 shares; 2026Q1: 31,383 shares 31,383 $13.8M 0.43% -21,160 Timeline SMTH 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: restricted; 2024Q4: 87,015 shares; 2025Q1: 238,408 shares; 2025Q2: 295,740 shares; 2025Q3: 352,342 shares; 2025Q4: 481,656 shares; 2026Q1: 530,146 shares 530,146 $13.7M 0.43% +48,490 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216,998 shares; 2025Q1: 223,044 shares; 2025Q2: 223,037 shares; 2025Q3: 227,579 shares; 2025Q4: 233,187 shares; 2026Q1: 170,935 shares 170,935 $13.5M 0.42% -62,252 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: restricted; 2024Q4: 81,759 shares; 2025Q1: 83,047 shares; 2025Q2: 82,344 shares; 2025Q3: 86,443 shares; 2025Q4: 88,583 shares; 2026Q1: 56,358 shares 56,358 $13.3M 0.41% -32,225 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: restricted; 2024Q4: 99,770 shares; 2025Q1: 102,261 shares; 2025Q2: 102,325 shares; 2025Q3: 93,288 shares; 2025Q4: 94,420 shares; 2026Q1: 70,419 shares 70,419 $13.2M 0.41% -24,001 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: restricted; 2024Q4: 90,653 shares; 2025Q1: 89,769 shares; 2025Q2: 90,054 shares; 2025Q3: 91,964 shares; 2025Q4: 96,577 shares; 2026Q1: 72,372 shares 72,372 $13.2M 0.41% -24,205 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: restricted; 2024Q4: 28,559 shares; 2025Q1: 28,995 shares; 2025Q2: 29,071 shares; 2025Q3: 29,418 shares; 2025Q4: 29,685 shares; 2026Q1: 21,822 shares 21,822 $13M 0.41% -7,863 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: restricted; 2024Q4: 49,884 shares; 2025Q1: 50,289 shares; 2025Q2: 50,364 shares; 2025Q3: 50,659 shares; 2025Q4: 51,342 shares; 2026Q1: 38,670 shares 38,670 $12.8M 0.4% -12,672 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: restricted; 2024Q4: 115,673 shares; 2025Q1: 117,039 shares; 2025Q2: 119,165 shares; 2025Q3: 121,225 shares; 2025Q4: 122,727 shares; 2026Q1: 91,172 shares 91,172 $12.7M 0.4% -31,555 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: restricted; 2024Q4: 5,141 shares; 2025Q1: 8,830 shares; 2025Q2: 12,070 shares; 2025Q3: 84,053 shares; 2025Q4: 78,770 shares; 2026Q1: 63,165 shares 63,165 $12.7M 0.4% -15,605 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: restricted; 2024Q4: 175,155 shares; 2025Q1: 177,978 shares; 2025Q2: 167,932 shares; 2025Q3: 169,806 shares; 2025Q4: 170,060 shares; 2026Q1: 94,804 shares 94,804 $12.5M 0.39% -75,256 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: restricted; 2024Q4: 56,982 shares; 2025Q1: 56,215 shares; 2025Q2: 57,671 shares; 2025Q3: 60,173 shares; 2025Q4: 62,092 shares; 2026Q1: 42,030 shares 42,030 $12.4M 0.39% -20,062 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: restricted; 2024Q4: 61,290 shares; 2025Q1: 63,668 shares; 2025Q2: 63,980 shares; 2025Q3: 64,768 shares; 2025Q4: 64,013 shares; 2026Q1: 47,493 shares 47,493 $12.3M 0.38% -16,520 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: restricted; 2024Q4: 201,148 shares; 2025Q1: 198,603 shares; 2025Q2: 197,033 shares; 2025Q3: 202,033 shares; 2025Q4: 203,520 shares; 2026Q1: 125,620 shares 125,620 $12.1M 0.38% -77,900 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,761 shares; 2026Q1: 118,847 shares 118,847 $12M 0.37% +113,086 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: restricted; 2024Q4: 125,174 shares; 2025Q1: 128,929 shares; 2025Q2: 129,440 shares; 2025Q3: 130,472 shares; 2025Q4: 133,863 shares; 2026Q1: 102,211 shares 102,211 $12M 0.37% -31,652 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: restricted; 2024Q4: 8,733 shares; 2025Q1: 8,747 shares; 2025Q2: 8,745 shares; 2025Q3: 8,858 shares; 2025Q4: 9,114 shares; 2026Q1: 6,966 shares 6,966 $12M 0.37% -2,148 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,231 shares; 2025Q3: 390,139 shares; 2025Q4: 389,553 shares; 2026Q1: 241,193 shares 241,193 $11.9M 0.37% -148,360 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: restricted; 2024Q4: 129,464 shares; 2025Q1: 135,226 shares; 2025Q2: 136,829 shares; 2025Q3: 145,900 shares; 2025Q4: 122,914 shares; 2026Q1: 75,549 shares 75,549 $11.9M 0.37% -47,365 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: restricted; 2024Q4: 114,652 shares; 2025Q1: 115,881 shares; 2025Q2: 115,492 shares; 2025Q3: 117,335 shares; 2025Q4: 119,373 shares; 2026Q1: 74,373 shares 74,373 $11.6M 0.36% -45,000 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: restricted; 2024Q4: 10,232 shares; 2025Q1: 10,298 shares; 2025Q2: 10,242 shares; 2025Q3: 10,267 shares; 2025Q4: 10,267 shares; 2026Q1: 10,188 shares 10,188 $11.4M 0.35% -79 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: 1,482 shares; 2025Q4: 85,115 shares; 2026Q1: 56,492 shares 56,492 $11.4M 0.35% -28,623 Timeline FNDF 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: restricted; 2024Q4: 40,100 shares; 2025Q1: 68,356 shares; 2025Q2: 71,441 shares; 2025Q3: 76,325 shares; 2025Q4: 87,942 shares; 2026Q1: 214,845 shares 214,845 $10.6M 0.33% +126,903 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: restricted; 2024Q4: 77,881 shares; 2025Q1: 78,791 shares; 2025Q2: 79,767 shares; 2025Q3: 81,282 shares; 2025Q4: 82,733 shares; 2026Q1: 60,802 shares 60,802 $10.4M 0.33% -21,931 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,342 shares; 2025Q1: 184,813 shares; 2025Q2: 186,441 shares; 2025Q3: 193,343 shares; 2025Q4: 218,977 shares; 2026Q1: 103,855 shares 103,855 $10.3M 0.32% -115,122 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: restricted; 2024Q4: 145,477 shares; 2025Q1: 147,899 shares; 2025Q2: 145,678 shares; 2025Q3: 147,719 shares; 2025Q4: 149,838 shares; 2026Q1: 78,123 shares 78,123 $10.3M 0.32% -71,715 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193,499 shares; 2025Q1: 195,792 shares; 2025Q2: 188,172 shares; 2025Q3: 188,238 shares; 2025Q4: 189,067 shares; 2026Q1: 98,000 shares 98,000 $10.3M 0.32% -91,067 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: restricted; 2024Q4: 176,604 shares; 2025Q1: 177,521 shares; 2025Q2: 174,552 shares; 2025Q3: 177,180 shares; 2025Q4: 178,134 shares; 2026Q1: 126,991 shares 126,991 $10.2M 0.32% -51,143 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,994 shares; 2025Q1: 36,970 shares; 2025Q2: 35,762 shares; 2025Q3: 36,347 shares; 2025Q4: 36,766 shares; 2026Q1: 23,123 shares 23,123 $10.2M 0.32% -13,643 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: restricted; 2024Q4: 6,938 shares; 2025Q1: 12,138 shares; 2025Q2: 13,935 shares; 2025Q3: 15,326 shares; 2025Q4: 15,970 shares; 2026Q1: 15,057 shares 15,057 $9.92M 0.31% -913 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: restricted; 2024Q4: 110,077 shares; 2025Q1: 178,907 shares; 2025Q2: 178,093 shares; 2025Q3: 178,809 shares; 2025Q4: 185,671 shares; 2026Q1: 295,742 shares 295,742 $9.91M 0.31% +110,071 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: restricted; 2024Q4: 61,768 shares; 2025Q1: 62,301 shares; 2025Q2: 62,093 shares; 2025Q3: 62,783 shares; 2025Q4: 63,684 shares; 2026Q1: 46,760 shares 46,760 $9.74M 0.3% -16,924 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: restricted; 2024Q4: 131,747 shares; 2025Q1: 130,949 shares; 2025Q2: 128,922 shares; 2025Q3: 132,917 shares; 2025Q4: 130,222 shares; 2026Q1: 114,956 shares 114,956 $9.51M 0.3% -15,266 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: restricted; 2024Q4: 38,002 shares; 2025Q1: 38,269 shares; 2025Q2: 39,680 shares; 2025Q3: 43,974 shares; 2025Q4: 47,002 shares; 2026Q1: 25,508 shares 25,508 $9.34M 0.29% -21,494 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,033 shares; 2025Q1: 54,608 shares; 2025Q2: 53,957 shares; 2025Q3: 54,323 shares; 2025Q4: 54,198 shares; 2026Q1: 40,360 shares 40,360 $9.04M 0.28% -13,838 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,378 shares; 2025Q1: 32,870 shares; 2025Q2: 32,440 shares; 2025Q3: 32,270 shares; 2025Q4: 32,668 shares; 2026Q1: 24,722 shares 24,722 $9.02M 0.28% -7,946 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: restricted; 2024Q4: 134,015 shares; 2025Q1: 135,179 shares; 2025Q2: 134,326 shares; 2025Q3: 137,736 shares; 2025Q4: 143,051 shares; 2026Q1: 103,807 shares 103,807 $8.87M 0.28% -39,244 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: restricted; 2024Q4: 20,118 shares; 2025Q1: 18,734 shares; 2025Q2: 18,334 shares; 2025Q3: 18,827 shares; 2025Q4: 17,602 shares; 2026Q1: 25,985 shares 25,985 $8.41M 0.26% +8,383 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: restricted; 2024Q4: 39,862 shares; 2025Q1: 40,197 shares; 2025Q2: 39,897 shares; 2025Q3: 40,624 shares; 2025Q4: 41,401 shares; 2026Q1: 30,376 shares 30,376 $8.31M 0.26% -11,025 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: restricted; 2024Q4: 152,869 shares; 2025Q1: 161,572 shares; 2025Q2: 163,734 shares; 2025Q3: 135,633 shares; 2025Q4: 136,520 shares; 2026Q1: 103,972 shares 103,972 $8.22M 0.26% -32,548 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: restricted; 2024Q4: 10,599 shares; 2025Q1: 6,290 shares; 2025Q2: 4,896 shares; 2025Q3: 6,104 shares; 2025Q4: 7,072 shares; 2026Q1: 17,125 shares 17,125 $8.17M 0.25% +10,053 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: restricted; 2024Q4: 92,633 shares; 2025Q1: 97,230 shares; 2025Q2: 96,427 shares; 2025Q3: 98,439 shares; 2025Q4: 99,248 shares; 2026Q1: 68,631 shares 68,631 $8.12M 0.25% -30,617 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,963 shares; 2025Q1: 73,335 shares; 2025Q2: 72,908 shares; 2025Q3: 73,652 shares; 2025Q4: 74,616 shares; 2026Q1: 54,324 shares 54,324 $8.05M 0.25% -20,292 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: restricted; 2024Q4: 170,865 shares; 2025Q1: 176,154 shares; 2025Q2: 132,135 shares; 2025Q3: 133,042 shares; 2025Q4: 112,447 shares; 2026Q1: 86,845 shares 86,845 $7.85M 0.24% -25,602 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28,815 shares; 2025Q2: 36,723 shares; 2025Q3: 39,202 shares; 2025Q4: 42,968 shares; 2026Q1: 80,091 shares 80,091 $7.66M 0.24% +37,123 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: restricted; 2024Q4: 11,346 shares; 2025Q1: 11,903 shares; 2025Q2: 11,554 shares; 2025Q3: 11,896 shares; 2025Q4: 12,782 shares; 2026Q1: 10,024 shares 10,024 $7.64M 0.24% -2,758 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: restricted; 2024Q4: 1,641 shares; 2025Q1: 19,530 shares; 2025Q2: 21,906 shares; 2025Q3: 20,984 shares; 2025Q4: 21,865 shares; 2026Q1: 16,485 shares 16,485 $7.45M 0.23% -5,380 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: restricted; 2024Q4: 166,842 shares; 2025Q1: 150,237 shares; 2025Q2: 139,825 shares; 2025Q3: 130,781 shares; 2025Q4: 124,457 shares; 2026Q1: 108,201 shares 108,201 $7.38M 0.23% -16,256 Timeline NOBL 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: restricted; 2024Q4: 68,140 shares; 2025Q1: 68,726 shares; 2025Q2: 92,215 shares; 2025Q3: 95,675 shares; 2025Q4: 99,481 shares; 2026Q1: 66,458 shares 66,458 $7.04M 0.22% -33,023 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,781 shares; 2025Q1: 50,022 shares; 2025Q2: 51,435 shares; 2025Q3: 54,245 shares; 2025Q4: 54,560 shares; 2026Q1: 39,597 shares 39,597 $6.89M 0.21% -14,963 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: restricted; 2024Q4: 42,144 shares; 2025Q1: 40,773 shares; 2025Q2: 40,347 shares; 2025Q3: 40,706 shares; 2025Q4: 43,882 shares; 2026Q1: 30,275 shares 30,275 $6.76M 0.21% -13,607 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: restricted; 2024Q4: 64,498 shares; 2025Q1: 65,278 shares; 2025Q2: 65,099 shares; 2025Q3: 64,960 shares; 2025Q4: 72,869 shares; 2026Q1: 52,775 shares 52,775 $6.69M 0.21% -20,094 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: restricted; 2024Q4: 116,660 shares; 2025Q1: 105,312 shares; 2025Q2: 101,121 shares; 2025Q3: 107,694 shares; 2025Q4: 109,721 shares; 2026Q1: 76,971 shares 76,971 $6.67M 0.21% -32,750 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: restricted; 2024Q4: 4,674 shares; 2025Q1: 8,993 shares; 2025Q2: 43,106 shares; 2025Q3: 45,082 shares; 2025Q4: 58,527 shares; 2026Q1: 40,290 shares 40,290 $6.5M 0.2% -18,237 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,709 shares; 2025Q1: 34,993 shares; 2025Q2: 35,100 shares; 2025Q3: 35,443 shares; 2025Q4: 34,281 shares; 2026Q1: 22,704 shares 22,704 $6.38M 0.2% -11,577 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: restricted; 2024Q4: 27,436 shares; 2025Q1: 30,402 shares; 2025Q2: 33,274 shares; 2025Q3: 41,838 shares; 2025Q4: 41,387 shares; 2026Q1: 25,463 shares 25,463 $6.19M 0.19% -15,924 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,175 shares; 2025Q2: 52,894 shares; 2025Q3: 54,154 shares; 2025Q4: 55,825 shares; 2026Q1: 98,414 shares 98,414 $5.88M 0.18% +42,589 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,366 shares; 2025Q1: 62,586 shares; 2025Q2: 63,178 shares; 2025Q3: 64,274 shares; 2025Q4: 61,997 shares; 2026Q1: 47,812 shares 47,812 $5.69M 0.18% -14,185 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: restricted; 2024Q4: 12,222 shares; 2025Q1: 13,401 shares; 2025Q2: 13,143 shares; 2025Q3: 13,175 shares; 2025Q4: 13,166 shares; 2026Q1: 7,922 shares 7,922 $5.65M 0.18% -5,244 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,618 shares; 2026Q1: 22,669 shares 22,669 $5.54M 0.17% -12,949 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,129 shares; 2026Q1: 98,890 shares 98,890 $5.48M 0.17% -36,239 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: restricted; 2024Q4: 8,409 shares; 2025Q1: 8,613 shares; 2025Q2: 8,157 shares; 2025Q3: 11,315 shares; 2025Q4: 11,514 shares; 2026Q1: 9,173 shares 9,173 $5.37M 0.17% -2,341 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,659 shares; 2025Q1: 44,622 shares; 2025Q2: 55,339 shares; 2025Q3: 65,431 shares; 2025Q4: 90,318 shares; 2026Q1: 101,036 shares 101,036 $5.16M 0.16% +10,718 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: restricted; 2024Q4: 52,351 shares; 2025Q1: 54,051 shares; 2025Q2: 51,965 shares; 2025Q3: 51,126 shares; 2025Q4: 54,703 shares; 2026Q1: 37,763 shares 37,763 $4.93M 0.15% -16,940 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,338 shares; 2025Q4: 176,567 shares; 2026Q1: 160,310 shares 160,310 $4.93M 0.15% -16,257 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: restricted; 2024Q4: 62,721 shares; 2025Q1: 62,752 shares; 2025Q2: 67,561 shares; 2025Q3: 67,693 shares; 2025Q4: 59,482 shares; 2026Q1: 47,681 shares 47,681 $4.9M 0.15% -11,801 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,764 shares; 2025Q1: 44,164 shares; 2025Q2: 43,430 shares; 2025Q3: 40,262 shares; 2025Q4: 38,910 shares; 2026Q1: 27,785 shares 27,785 $4.84M 0.15% -11,125 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,395 shares; 2025Q1: 13,580 shares; 2025Q2: 11,089 shares; 2025Q3: 14,828 shares; 2025Q4: 14,882 shares; 2026Q1: 14,375 shares 14,375 $4.83M 0.15% -507 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: restricted; 2024Q4: 24,991 shares; 2025Q1: 24,632 shares; 2025Q2: 24,174 shares; 2025Q3: 23,214 shares; 2025Q4: 22,469 shares; 2026Q1: 16,454 shares 16,454 $4.83M 0.15% -6,015 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: restricted; 2024Q4: 82,181 shares; 2025Q1: 82,783 shares; 2025Q2: 81,091 shares; 2025Q3: 81,650 shares; 2025Q4: 21,869 shares; 2026Q1: 15,882 shares 15,882 $4.77M 0.15% -5,987 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: restricted; 2024Q4: 49,087 shares; 2025Q1: 50,268 shares; 2025Q2: 50,155 shares; 2025Q3: 60,878 shares; 2025Q4: 51,492 shares; 2026Q1: 59,693 shares 59,693 $4.61M 0.14% +8,201 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: restricted; 2024Q4: 721 shares; 2025Q1: 976 shares; 2025Q2: 1,015 shares; 2025Q3: 1,638 shares; 2025Q4: 7,239 shares; 2026Q1: 5,126 shares 5,126 $4.61M 0.14% -2,113 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,139 shares; 2025Q1: 52,129 shares; 2025Q2: 51,341 shares; 2025Q3: 52,981 shares; 2025Q4: 54,211 shares; 2026Q1: 43,653 shares 43,653 $4.51M 0.14% -10,558 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246,925 shares; 2025Q4: 242,690 shares; 2026Q1: 211,723 shares 211,723 $4.49M 0.14% -30,967 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,410 shares; 2025Q1: 60,390 shares; 2025Q2: 59,610 shares; 2025Q3: 62,199 shares; 2025Q4: 61,430 shares; 2026Q1: 54,175 shares 54,175 $4.46M 0.14% -7,255 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,709 shares; 2025Q1: 65,062 shares; 2025Q2: 66,398 shares; 2025Q3: 70,718 shares; 2025Q4: 82,392 shares; 2026Q1: 82,638 shares 82,638 $4.45M 0.14% +246 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,406 shares; 2025Q1: 34,532 shares; 2025Q2: 32,669 shares; 2025Q3: 32,636 shares; 2025Q4: 33,787 shares; 2026Q1: 25,012 shares 25,012 $4.44M 0.14% -8,775 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: restricted; 2024Q4: 144,927 shares; 2025Q1: 141,849 shares; 2025Q2: 138,381 shares; 2025Q3: 142,105 shares; 2025Q4: 128,475 shares; 2026Q1: 86,492 shares 86,492 $4.36M 0.14% -41,983 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: restricted; 2024Q4: 114,630 shares; 2025Q1: 129,262 shares; 2025Q2: 125,477 shares; 2025Q3: 126,733 shares; 2025Q4: 131,773 shares; 2026Q1: 95,619 shares 95,619 $4.34M 0.13% -36,154 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: restricted; 2024Q4: 11,999 shares; 2025Q1: 12,012 shares; 2025Q2: 12,038 shares; 2025Q3: 13,163 shares; 2025Q4: 14,161 shares; 2026Q1: 9,638 shares 9,638 $4.32M 0.13% -4,523 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: restricted; 2024Q4: 19,760 shares; 2025Q1: 21,571 shares; 2025Q2: 23,639 shares; 2025Q3: 21,949 shares; 2025Q4: 20,153 shares; 2026Q1: 15,545 shares 15,545 $4.31M 0.13% -4,608 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,144 shares 74,144 $4.3M 0.13% new 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: restricted; 2024Q4: 17,150 shares; 2025Q1: 20,859 shares; 2025Q2: 16,185 shares; 2025Q3: 20,156 shares; 2025Q4: 20,184 shares; 2026Q1: 16,494 shares 16,494 $4.26M 0.13% -3,690 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: restricted; 2024Q4: 11,839 shares; 2025Q1: 13,461 shares; 2025Q2: 14,748 shares; 2025Q3: 35,919 shares; 2025Q4: 45,430 shares; 2026Q1: 33,686 shares 33,686 $4.24M 0.13% -11,744 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: restricted; 2024Q4: 64,588 shares; 2025Q1: 54,887 shares; 2025Q2: 53,554 shares; 2025Q3: 64,144 shares; 2025Q4: 68,141 shares; 2026Q1: 49,354 shares 49,354 $4.07M 0.13% -18,787 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: restricted; 2024Q4: 42,951 shares; 2025Q1: 43,696 shares; 2025Q2: 44,983 shares; 2025Q3: 42,936 shares; 2025Q4: 44,106 shares; 2026Q1: 26,768 shares 26,768 $3.96M 0.12% -17,338 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,443 shares; 2025Q1: 113,642 shares; 2025Q2: 109,220 shares; 2025Q3: 110,136 shares; 2025Q4: 117,156 shares; 2026Q1: 70,864 shares 70,864 $3.95M 0.12% -46,292 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,047 shares; 2025Q1: 19,308 shares; 2025Q2: 18,976 shares; 2025Q3: 14,763 shares; 2025Q4: 15,350 shares; 2026Q1: 7,959 shares 7,959 $3.93M 0.12% -7,391 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: restricted; 2024Q4: 54,131 shares; 2025Q1: 60,532 shares; 2025Q2: 57,280 shares; 2025Q3: 54,997 shares; 2025Q4: 50,742 shares; 2026Q1: 42,873 shares 42,873 $3.92M 0.12% -7,869 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: restricted; 2024Q4: 107,501 shares; 2025Q1: 110,851 shares; 2025Q2: 107,986 shares; 2025Q3: 97,551 shares; 2025Q4: 100,432 shares; 2026Q1: 91,340 shares 91,340 $3.78M 0.12% -9,092 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: restricted; 2024Q4: 3,516 shares; 2025Q1: not reported; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 52,499 shares 52,499 $3.77M 0.12% +48,983 Timeline JGRO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,981 shares 43,981 $3.76M 0.12% new 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: restricted; 2024Q4: 4,846 shares; 2025Q1: 16,755 shares; 2025Q2: 8,906 shares; 2025Q3: 29,256 shares; 2025Q4: 62,893 shares; 2026Q1: 25,099 shares 25,099 $3.73M 0.12% -37,794 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,098 shares; 2025Q1: 61,595 shares; 2025Q2: 60,991 shares; 2025Q3: 62,744 shares; 2025Q4: 62,938 shares; 2026Q1: 46,636 shares 46,636 $3.67M 0.11% -16,302 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: restricted; 2024Q4: 24,946 shares; 2025Q1: 26,389 shares; 2025Q2: 28,318 shares; 2025Q3: 30,893 shares; 2025Q4: 32,127 shares; 2026Q1: 30,933 shares 30,933 $3.65M 0.11% -1,194 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: restricted; 2024Q4: 34,740 shares; 2025Q1: 79,933 shares; 2025Q2: 91,429 shares; 2025Q3: 105,974 shares; 2025Q4: 142,033 shares; 2026Q1: 159,443 shares 159,443 $3.65M 0.11% +17,410 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,628 shares; 2025Q1: 34,695 shares; 2025Q2: 33,321 shares; 2025Q3: 31,275 shares; 2025Q4: 30,332 shares; 2026Q1: 27,193 shares 27,193 $3.62M 0.11% -3,139 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: restricted; 2024Q4: 18,414 shares; 2025Q1: 18,877 shares; 2025Q2: 19,377 shares; 2025Q3: 23,586 shares; 2025Q4: 27,068 shares; 2026Q1: 20,143 shares 20,143 $3.55M 0.11% -6,925 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,202 shares; 2025Q1: 57,233 shares; 2025Q2: 57,964 shares; 2025Q3: 57,878 shares; 2025Q4: 55,381 shares; 2026Q1: 39,026 shares 39,026 $3.55M 0.11% -16,355 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: restricted; 2024Q4: 13,992 shares; 2025Q1: 15,410 shares; 2025Q2: 14,269 shares; 2025Q3: 15,063 shares; 2025Q4: 12,706 shares; 2026Q1: 15,198 shares 15,198 $3.54M 0.11% +2,492 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: restricted; 2024Q4: 751 shares; 2025Q1: 832 shares; 2025Q2: 868 shares; 2025Q3: 898 shares; 2025Q4: 915 shares; 2026Q1: 2,283 shares 2,283 $3.46M 0.11% +1,368 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,464 shares; 2025Q1: 38,849 shares; 2025Q2: 36,932 shares; 2025Q3: 36,621 shares; 2025Q4: 37,806 shares; 2026Q1: 25,101 shares 25,101 $3.43M 0.11% -12,705 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32,195 shares; 2025Q2: 32,407 shares; 2025Q3: 33,158 shares; 2025Q4: 33,915 shares; 2026Q1: 22,392 shares 22,392 $3.42M 0.11% -11,523 Timeline EMBX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,475 shares 67,475 $3.39M 0.11% new 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: restricted; 2024Q4: 11,989 shares; 2025Q1: 11,444 shares; 2025Q2: 12,779 shares; 2025Q3: 15,748 shares; 2025Q4: 17,028 shares; 2026Q1: 9,292 shares 9,292 $3.35M 0.1% -7,736 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: restricted; 2024Q4: 41,653 shares; 2025Q1: 43,295 shares; 2025Q2: 43,019 shares; 2025Q3: 44,288 shares; 2025Q4: 42,765 shares; 2026Q1: 34,858 shares 34,858 $3.25M 0.1% -7,907 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,523 shares; 2025Q1: 23,676 shares; 2025Q2: 26,100 shares; 2025Q3: 26,604 shares; 2025Q4: 26,685 shares; 2026Q1: 23,810 shares 23,810 $3.23M 0.1% -2,875 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,332 shares; 2025Q1: 34,854 shares; 2025Q2: 33,165 shares; 2025Q3: 30,998 shares; 2025Q4: 30,354 shares; 2026Q1: 27,115 shares 27,115 $3.21M 0.1% -3,239 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: restricted; 2024Q4: 4,494 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 4,399 shares; 2025Q4: 4,525 shares; 2026Q1: 2,422 shares 2,422 $3.19M 0.1% -2,103 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: restricted; 2024Q4: 5,598 shares; 2025Q1: 5,335 shares; 2025Q2: 5,432 shares; 2025Q3: 5,694 shares; 2025Q4: 7,537 shares; 2026Q1: 5,605 shares 5,605 $3.17M 0.1% -1,932 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,087 shares; 2025Q1: 35,341 shares; 2025Q2: 36,666 shares; 2025Q3: 36,904 shares; 2025Q4: 37,420 shares; 2026Q1: 24,459 shares 24,459 $3.13M 0.1% -12,961 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: 3,120 shares; 2025Q3: 13,170 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $3.04M 0.09% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,250 shares; 2025Q1: 13,295 shares; 2025Q2: 9,885 shares; 2025Q3: 12,846 shares; 2025Q4: 14,540 shares; 2026Q1: 14,017 shares 14,017 $3.02M 0.09% -523 Timeline QLTA 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: restricted; 2024Q4: 89,706 shares; 2025Q1: 79,816 shares; 2025Q2: 80,107 shares; 2025Q3: 83,340 shares; 2025Q4: 86,808 shares; 2026Q1: 63,026 shares 63,026 $3M 0.09% -23,782 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,360 shares; 2025Q1: 61,588 shares; 2025Q2: 64,062 shares; 2025Q3: 68,856 shares; 2025Q4: 80,421 shares; 2026Q1: 61,246 shares 61,246 $2.99M 0.09% -19,175 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,404 shares; 2025Q1: 19,054 shares; 2025Q2: 19,695 shares; 2025Q3: 21,171 shares; 2025Q4: 24,768 shares; 2026Q1: 34,685 shares 34,685 $2.97M 0.09% +9,917 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: restricted; 2024Q4: 21,718 shares; 2025Q1: 25,290 shares; 2025Q2: 24,654 shares; 2025Q3: 27,276 shares; 2025Q4: 25,565 shares; 2026Q1: 18,598 shares 18,598 $2.94M 0.09% -6,967 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,850 shares; 2025Q1: 8,869 shares; 2025Q2: 5,901 shares; 2025Q3: 8,449 shares; 2025Q4: 8,449 shares; 2026Q1: 8,415 shares 8,415 $2.93M 0.09% -34 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: restricted; 2024Q4: not reported; 2025Q1: 938 shares; 2025Q2: 979 shares; 2025Q3: 1,585 shares; 2025Q4: 2,606 shares; 2026Q1: 2,067 shares 2,067 $2.93M 0.09% -539 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: restricted; 2024Q4: 9,350 shares; 2025Q1: 9,357 shares; 2025Q2: 5,885 shares; 2025Q3: 8,837 shares; 2025Q4: 8,832 shares; 2026Q1: 8,815 shares 8,815 $2.93M 0.09% -17 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: restricted; 2024Q4: 11,147 shares; 2025Q1: 12,717 shares; 2025Q2: 12,593 shares; 2025Q3: 12,790 shares; 2025Q4: 13,167 shares; 2026Q1: 9,588 shares 9,588 $2.93M 0.09% -3,579 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.09% 0 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: restricted; 2024Q4: 6,325 shares; 2025Q1: 6,557 shares; 2025Q2: 6,439 shares; 2025Q3: 6,484 shares; 2025Q4: 7,959 shares; 2026Q1: 6,481 shares 6,481 $2.81M 0.09% -1,478 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,950 shares; 2025Q1: 71,181 shares; 2025Q2: 45,534 shares; 2025Q3: 68,038 shares; 2025Q4: 67,914 shares; 2026Q1: 68,043 shares 68,043 $2.78M 0.09% +129 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,191 shares; 2025Q1: 55,278 shares; 2025Q2: 49,705 shares; 2025Q3: 54,437 shares; 2025Q4: 54,436 shares; 2026Q1: 54,596 shares 54,596 $2.76M 0.09% +160 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: restricted; 2024Q4: 9,881 shares; 2025Q1: 11,327 shares; 2025Q2: 11,206 shares; 2025Q3: 10,508 shares; 2025Q4: 11,137 shares; 2026Q1: 9,905 shares 9,905 $2.67M 0.08% -1,232 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,365 shares; 2025Q1: 27,006 shares; 2025Q2: 26,767 shares; 2025Q3: 26,665 shares; 2025Q4: 27,173 shares; 2026Q1: 16,197 shares 16,197 $2.65M 0.08% -10,976 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,361 shares; 2025Q1: 83,751 shares; 2025Q2: 83,770 shares; 2025Q3: 83,784 shares; 2025Q4: 85,267 shares; 2026Q1: 51,505 shares 51,505 $2.64M 0.08% -33,762 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,150 shares; 2025Q1: 9,155 shares; 2025Q2: 4,668 shares; 2025Q3: 8,469 shares; 2025Q4: 8,475 shares; 2026Q1: 33,820 shares 33,820 $2.63M 0.08% +25,345 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: restricted; 2024Q4: 23,207 shares; 2025Q1: 25,880 shares; 2025Q2: 25,641 shares; 2025Q3: 27,934 shares; 2025Q4: 25,275 shares; 2026Q1: 19,446 shares 19,446 $2.58M 0.08% -5,829 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,044 shares; 2025Q1: 56,266 shares; 2025Q2: 69,435 shares; 2025Q3: 81,345 shares; 2025Q4: 111,899 shares; 2026Q1: 126,626 shares 126,626 $2.56M 0.08% +14,727 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,795 shares; 2025Q1: 114,963 shares; 2025Q2: 116,091 shares; 2025Q3: 116,682 shares; 2025Q4: 120,235 shares; 2026Q1: 51,605 shares 51,605 $2.56M 0.08% -68,630 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: restricted; 2024Q4: 3,332 shares; 2025Q1: 3,178 shares; 2025Q2: 3,197 shares; 2025Q3: 3,370 shares; 2025Q4: 3,401 shares; 2026Q1: 6,390 shares 6,390 $2.55M 0.08% +2,989 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: restricted; 2024Q4: not reported; 2025Q1: 11,259 shares; 2025Q2: 11,847 shares; 2025Q3: 83,766 shares; 2025Q4: 161,210 shares; 2026Q1: 140,776 shares 140,776 $2.5M 0.08% -20,434 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,053 shares; 2025Q1: 61,723 shares; 2025Q2: 62,045 shares; 2025Q3: 50,313 shares; 2025Q4: 48,154 shares; 2026Q1: 33,870 shares 33,870 $2.48M 0.08% -14,284 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: restricted; 2024Q4: 19,524 shares; 2025Q1: 20,006 shares; 2025Q2: 20,948 shares; 2025Q3: 7,577 shares; 2025Q4: 9,351 shares; 2026Q1: 6,829 shares 6,829 $2.47M 0.08% -2,522 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,670 shares; 2025Q1: 9,684 shares; 2025Q2: 6,189 shares; 2025Q3: 9,155 shares; 2025Q4: 9,164 shares; 2026Q1: 9,148 shares 9,148 $2.45M 0.08% -16 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,020 shares; 2025Q1: 13,057 shares; 2025Q2: 8,094 shares; 2025Q3: 12,309 shares; 2025Q4: 12,309 shares; 2026Q1: 12,235 shares 12,235 $2.41M 0.08% -74 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: restricted; 2024Q4: 78,730 shares; 2025Q1: 87,262 shares; 2025Q2: 93,933 shares; 2025Q3: 91,256 shares; 2025Q4: 96,537 shares; 2026Q1: 82,756 shares 82,756 $2.34M 0.07% -13,781 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,441 shares; 2025Q2: 8,389 shares; 2025Q3: 18,929 shares; 2025Q4: 34,698 shares; 2026Q1: 31,572 shares 31,572 $2.32M 0.07% -3,126 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: restricted; 2024Q4: 23,986 shares; 2025Q1: 24,593 shares; 2025Q2: 24,560 shares; 2025Q3: 25,652 shares; 2025Q4: 30,254 shares; 2026Q1: 20,435 shares 20,435 $2.31M 0.07% -9,819 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: restricted; 2024Q4: 19,206 shares; 2025Q1: 18,528 shares; 2025Q2: 18,543 shares; 2025Q3: 19,550 shares; 2025Q4: 13,226 shares; 2026Q1: 16,147 shares 16,147 $2.3M 0.07% +2,921 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: restricted; 2024Q4: 53,023 shares; 2025Q1: 52,107 shares; 2025Q2: 50,434 shares; 2025Q3: 50,993 shares; 2025Q4: 48,545 shares; 2026Q1: 40,529 shares 40,529 $2.29M 0.07% -8,016 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,265 shares; 2025Q3: 5,397 shares; 2025Q4: 9,465 shares; 2026Q1: 7,561 shares 7,561 $2.23M 0.07% -1,904 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: restricted; 2024Q4: 14,835 shares; 2025Q1: 17,346 shares; 2025Q2: 19,175 shares; 2025Q3: 19,067 shares; 2025Q4: 19,069 shares; 2026Q1: 16,641 shares 16,641 $2.21M 0.07% -2,428 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: restricted; 2024Q4: 2,772 shares; 2025Q1: 2,696 shares; 2025Q2: 2,733 shares; 2025Q3: 2,810 shares; 2025Q4: 3,074 shares; 2026Q1: 3,626 shares 3,626 $2.19M 0.07% +552 Timeline JMOM 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: restricted; 2024Q4: 8,279 shares; 2025Q1: 21,984 shares; 2025Q2: 27,205 shares; 2025Q3: 29,870 shares; 2025Q4: 31,552 shares; 2026Q1: 31,644 shares 31,644 $2.19M 0.07% +92 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: restricted; 2024Q4: 124,601 shares; 2025Q1: 130,139 shares; 2025Q2: 124,911 shares; 2025Q3: 90,678 shares; 2025Q4: 94,505 shares; 2026Q1: 62,111 shares 62,111 $2.18M 0.07% -32,394 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,996 shares; 2025Q1: 18,492 shares; 2025Q2: 22,996 shares; 2025Q3: 25,797 shares; 2025Q4: 27,425 shares; 2026Q1: 26,742 shares 26,742 $2.16M 0.07% -683 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: restricted; 2024Q4: 6,185 shares; 2025Q1: 6,217 shares; 2025Q2: 6,675 shares; 2025Q3: 6,742 shares; 2025Q4: 6,793 shares; 2026Q1: 5,844 shares 5,844 $2.1M 0.07% -949 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,885 shares; 2025Q4: 2,115 shares; 2026Q1: 2,090 shares 2,090 $2.09M 0.07% -25 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: restricted; 2024Q4: 19,818 shares; 2025Q1: 18,555 shares; 2025Q2: 18,280 shares; 2025Q3: 20,014 shares; 2025Q4: 19,122 shares; 2026Q1: 13,307 shares 13,307 $2.05M 0.06% -5,815 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: restricted; 2024Q4: 9,538 shares; 2025Q1: 15,987 shares; 2025Q2: 12,170 shares; 2025Q3: 13,980 shares; 2025Q4: 22,412 shares; 2026Q1: 15,983 shares 15,983 $2.02M 0.06% -6,429 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,960 shares; 2025Q1: 20,028 shares; 2025Q2: 14,201 shares; 2025Q3: 19,716 shares; 2025Q4: 19,740 shares; 2026Q1: 19,619 shares 19,619 $2.02M 0.06% -121 Timeline SCHB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,529 shares 79,529 $2.01M 0.06% new Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,751 shares; 2025Q1: 33,596 shares; 2025Q2: 23,130 shares; 2025Q3: 32,128 shares; 2025Q4: 32,143 shares; 2026Q1: 32,265 shares 32,265 $2.01M 0.06% +122 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,530 shares; 2025Q1: 42,211 shares; 2025Q2: 42,820 shares; 2025Q3: 42,617 shares; 2025Q4: 39,171 shares; 2026Q1: 15,395 shares 15,395 $2M 0.06% -23,776 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,286 shares; 2025Q3: 23,128 shares; 2025Q4: 33,284 shares; 2026Q1: 28,025 shares 28,025 $1.99M 0.06% -5,259 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: restricted; 2024Q4: 11,121 shares; 2025Q1: 12,181 shares; 2025Q2: 12,541 shares; 2025Q3: 13,316 shares; 2025Q4: 13,721 shares; 2026Q1: 9,530 shares 9,530 $1.97M 0.06% -4,191 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: restricted; 2024Q4: 29,859 shares; 2025Q1: 29,879 shares; 2025Q2: 21,857 shares; 2025Q3: 30,553 shares; 2025Q4: 31,414 shares; 2026Q1: 30,504 shares 30,504 $1.97M 0.06% -910 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: restricted; 2024Q4: 5,102 shares; 2025Q1: 6,704 shares; 2025Q2: 6,440 shares; 2025Q3: 7,549 shares; 2025Q4: 7,922 shares; 2026Q1: 7,513 shares 7,513 $1.96M 0.06% -409 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,995 shares; 2025Q1: 2,196 shares; 2025Q2: 3,061 shares; 2025Q3: 3,152 shares; 2025Q4: 3,198 shares; 2026Q1: 4,522 shares 4,522 $1.95M 0.06% +1,324 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: restricted; 2024Q4: 2,315 shares; 2025Q1: 5,838 shares; 2025Q2: 2,170 shares; 2025Q3: 8,113 shares; 2025Q4: 15,829 shares; 2026Q1: 15,459 shares 15,459 $1.93M 0.06% -370 Timeline VIS 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: restricted; 2024Q4: 9,625 shares; 2025Q1: 10,265 shares; 2025Q2: 9,862 shares; 2025Q3: 9,854 shares; 2025Q4: 9,895 shares; 2026Q1: 6,082 shares 6,082 $1.92M 0.06% -3,813 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,746 shares; 2025Q1: 3,977 shares; 2025Q2: 3,982 shares; 2025Q3: 4,113 shares; 2025Q4: 4,219 shares; 2026Q1: 4,063 shares 4,063 $1.92M 0.06% -156 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: restricted; 2024Q4: 92,901 shares; 2025Q1: 92,741 shares; 2025Q2: 90,297 shares; 2025Q3: 41,376 shares; 2025Q4: 39,340 shares; 2026Q1: 26,076 shares 26,076 $1.92M 0.06% -13,264 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: restricted; 2024Q4: 10,701 shares; 2025Q1: 10,740 shares; 2025Q2: 10,537 shares; 2025Q3: 10,565 shares; 2025Q4: 10,599 shares; 2026Q1: 7,082 shares 7,082 $1.9M 0.06% -3,517 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,059 shares; 2025Q1: 47,384 shares; 2025Q2: 50,130 shares; 2025Q3: 50,751 shares; 2025Q4: 50,551 shares; 2026Q1: 27,068 shares 27,068 $1.89M 0.06% -23,483 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,103 shares; 2025Q1: 12,622 shares; 2025Q2: 12,597 shares; 2025Q3: 12,908 shares; 2025Q4: 12,028 shares; 2026Q1: 9,074 shares 9,074 $1.87M 0.06% -2,954 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,021 shares; 2025Q1: 10,053 shares; 2025Q2: 6,253 shares; 2025Q3: 9,472 shares; 2025Q4: 9,477 shares; 2026Q1: 9,442 shares 9,442 $1.86M 0.06% -35 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: restricted; 2024Q4: 3,809 shares; 2025Q1: 7,084 shares; 2025Q2: 3,904 shares; 2025Q3: 3,915 shares; 2025Q4: 6,658 shares; 2026Q1: 5,979 shares 5,979 $1.85M 0.06% -679 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,132 shares; 2025Q1: 21,271 shares; 2025Q2: 21,465 shares; 2025Q3: 20,265 shares; 2025Q4: 19,593 shares; 2026Q1: 16,985 shares 16,985 $1.85M 0.06% -2,608 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,638 shares; 2025Q1: 6,859 shares; 2025Q2: 5,066 shares; 2025Q3: 6,308 shares; 2025Q4: 6,066 shares; 2026Q1: 6,057 shares 6,057 $1.85M 0.06% -9 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,226 shares; 2025Q1: 3,654 shares; 2025Q2: 4,066 shares; 2025Q3: 7,190 shares; 2025Q4: 10,138 shares; 2026Q1: 7,116 shares 7,116 $1.85M 0.06% -3,022 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: restricted; 2024Q4: 4,245 shares; 2025Q1: 4,883 shares; 2025Q2: 5,365 shares; 2025Q3: 8,620 shares; 2025Q4: 8,760 shares; 2026Q1: 8,694 shares 8,694 $1.84M 0.06% -66 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: restricted; 2024Q4: 2,352 shares; 2025Q1: 6,623 shares; 2025Q2: 4,611 shares; 2025Q3: 6,417 shares; 2025Q4: 8,890 shares; 2026Q1: 6,482 shares 6,482 $1.82M 0.06% -2,408 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: restricted; 2024Q4: 39,809 shares; 2025Q1: 39,337 shares; 2025Q2: 37,823 shares; 2025Q3: 37,762 shares; 2025Q4: 37,481 shares; 2026Q1: 23,357 shares 23,357 $1.81M 0.06% -14,124 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,017 shares; 2025Q1: 12,038 shares; 2025Q2: 8,334 shares; 2025Q3: 11,559 shares; 2025Q4: 11,966 shares; 2026Q1: 11,910 shares 11,910 $1.72M 0.05% -56 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,354 shares; 2025Q3: 7,280 shares; 2025Q4: 10,125 shares; 2026Q1: 7,977 shares 7,977 $1.71M 0.05% -2,148 Timeline YSEP 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: restricted; 2024Q4: 73,105 shares; 2025Q1: 73,105 shares; 2025Q2: 61,476 shares; 2025Q3: 81,486 shares; 2025Q4: 77,461 shares; 2026Q1: 65,025 shares 65,025 $1.71M 0.05% -12,436 Timeline VFH 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: restricted; 2024Q4: 19,603 shares; 2025Q1: 21,793 shares; 2025Q2: 21,171 shares; 2025Q3: 21,668 shares; 2025Q4: 21,968 shares; 2026Q1: 13,783 shares 13,783 $1.67M 0.05% -8,185 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,245 shares; 2025Q1: 7,468 shares; 2025Q2: 5,618 shares; 2025Q3: 7,027 shares; 2025Q4: 7,356 shares; 2026Q1: 6,240 shares 6,240 $1.66M 0.05% -1,116 Timeline SNOV 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: restricted; 2024Q4: 54,136 shares; 2025Q1: 54,136 shares; 2025Q2: 38,376 shares; 2025Q3: 52,626 shares; 2025Q4: 79,917 shares; 2026Q1: 66,167 shares 66,167 $1.65M 0.05% -13,750 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,112 shares; 2025Q1: 5,851 shares; 2025Q2: 5,474 shares; 2025Q3: 5,691 shares; 2025Q4: 6,379 shares; 2026Q1: 4,734 shares 4,734 $1.65M 0.05% -1,645 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,794 shares; 2025Q1: 9,828 shares; 2025Q2: 7,422 shares; 2025Q3: 9,526 shares; 2025Q4: 9,486 shares; 2026Q1: 9,452 shares 9,452 $1.65M 0.05% -34 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: restricted; 2024Q4: 4,624 shares; 2025Q1: 4,899 shares; 2025Q2: 4,711 shares; 2025Q3: 5,461 shares; 2025Q4: 5,374 shares; 2026Q1: 5,059 shares 5,059 $1.63M 0.05% -315 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: restricted; 2024Q4: 4,344 shares; 2025Q1: 4,873 shares; 2025Q2: 4,265 shares; 2025Q3: 5,117 shares; 2025Q4: 4,952 shares; 2026Q1: 2,321 shares 2,321 $1.63M 0.05% -2,631 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: restricted; 2024Q4: 15,149 shares; 2025Q1: 13,857 shares; 2025Q2: 14,165 shares; 2025Q3: 15,393 shares; 2025Q4: 16,422 shares; 2026Q1: 13,493 shares 13,493 $1.62M 0.05% -2,929 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,609 shares 7,609 $1.61M 0.05% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,274 shares; 2026Q1: 3,750 shares 3,750 $1.61M 0.05% +2,476 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,006 shares; 2025Q4: 17,347 shares; 2026Q1: 14,034 shares 14,034 $1.6M 0.05% -3,313 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: restricted; 2024Q4: 8,794 shares; 2025Q1: 8,997 shares; 2025Q2: 9,204 shares; 2025Q3: 10,247 shares; 2025Q4: 9,850 shares; 2026Q1: 10,347 shares 10,347 $1.6M 0.05% +497 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,286 shares; 2025Q1: 13,449 shares; 2025Q2: 14,017 shares; 2025Q3: 14,592 shares; 2025Q4: 14,858 shares; 2026Q1: 11,693 shares 11,693 $1.59M 0.05% -3,165 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: restricted; 2024Q4: 3,167 shares; 2025Q1: 4,160 shares; 2025Q2: 60,571 shares; 2025Q3: 63,738 shares; 2025Q4: 61,249 shares; 2026Q1: 17,243 shares 17,243 $1.58M 0.05% -44,006 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,300 shares; 2025Q1: 18,309 shares; 2025Q2: 14,800 shares; 2025Q3: 17,833 shares; 2025Q4: 17,782 shares; 2026Q1: 17,294 shares 17,294 $1.56M 0.05% -488 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,750 shares; 2025Q1: 10,767 shares; 2025Q2: 7,517 shares; 2025Q3: 10,568 shares; 2025Q4: 10,544 shares; 2026Q1: 10,477 shares 10,477 $1.56M 0.05% -67 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 1,908 shares; 2026Q1: 1,853 shares 1,853 $1.56M 0.05% -55 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,985 shares; 2025Q1: 23,070 shares; 2025Q2: 22,876 shares; 2025Q3: 22,142 shares; 2025Q4: 22,463 shares; 2026Q1: 11,856 shares 11,856 $1.53M 0.05% -10,607 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: restricted; 2024Q4: 131 shares; 2025Q1: 191 shares; 2025Q2: 178 shares; 2025Q3: 211 shares; 2025Q4: 405 shares; 2026Q1: 9,120 shares 9,120 $1.53M 0.05% +8,715 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: restricted; 2024Q4: 6,370 shares; 2025Q1: 6,419 shares; 2025Q2: 6,396 shares; 2025Q3: 6,398 shares; 2025Q4: 6,414 shares; 2026Q1: 6,396 shares 6,396 $1.52M 0.05% -18 Timeline DGS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,433 shares 25,433 $1.52M 0.05% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,337 shares; 2025Q1: 12,028 shares; 2025Q2: 12,406 shares; 2025Q3: 12,566 shares; 2025Q4: 12,462 shares; 2026Q1: 10,336 shares 10,336 $1.51M 0.05% -2,126 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: restricted; 2024Q4: 15,188 shares; 2025Q1: 17,725 shares; 2025Q2: 17,430 shares; 2025Q3: 19,058 shares; 2025Q4: 19,010 shares; 2026Q1: 15,826 shares 15,826 $1.48M 0.05% -3,184 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,001 shares 31,001 $1.46M 0.05% new Timeline VHT 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: restricted; 2024Q4: 8,271 shares; 2025Q1: 8,865 shares; 2025Q2: 9,133 shares; 2025Q3: 9,015 shares; 2025Q4: 8,829 shares; 2026Q1: 5,336 shares 5,336 $1.46M 0.05% -3,493 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: restricted; 2024Q4: 11,114 shares; 2025Q1: 11,083 shares; 2025Q2: 10,856 shares; 2025Q3: 10,038 shares; 2025Q4: 9,885 shares; 2026Q1: 8,056 shares 8,056 $1.43M 0.04% -1,829 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,137 shares; 2025Q4: 3,525 shares; 2026Q1: 2,040 shares 2,040 $1.43M 0.04% -1,485 Timeline SPHQ 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: restricted; 2024Q4: 7,204 shares; 2025Q1: 13,361 shares; 2025Q2: 16,542 shares; 2025Q3: 18,357 shares; 2025Q4: 19,465 shares; 2026Q1: 18,678 shares 18,678 $1.42M 0.04% -787 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,129 shares; 2025Q1: 44,474 shares; 2025Q2: 43,833 shares; 2025Q3: 43,373 shares; 2025Q4: 20,680 shares; 2026Q1: 12,287 shares 12,287 $1.39M 0.04% -8,393 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,928 shares; 2025Q1: 17,950 shares; 2025Q2: 9,884 shares; 2025Q3: 16,790 shares; 2025Q4: 16,816 shares; 2026Q1: 16,807 shares 16,807 $1.39M 0.04% -9 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: restricted; 2024Q4: 1,383 shares; 2025Q1: 1,570 shares; 2025Q2: 1,644 shares; 2025Q3: 1,904 shares; 2025Q4: 17,331 shares; 2026Q1: 13,584 shares 13,584 $1.39M 0.04% -3,747 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: restricted; 2024Q4: 32,202 shares; 2025Q1: 32,627 shares; 2025Q2: 32,525 shares; 2025Q3: 32,893 shares; 2025Q4: 7,001 shares; 2026Q1: 5,653 shares 5,653 $1.37M 0.04% -1,348 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,390 shares; 2025Q1: 34,037 shares; 2025Q2: 26,272 shares; 2025Q3: 33,570 shares; 2025Q4: 33,580 shares; 2026Q1: 33,402 shares 33,402 $1.35M 0.04% -178 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,131 shares; 2025Q1: 73,354 shares; 2025Q2: 52,203 shares; 2025Q3: 49,546 shares; 2025Q4: 41,042 shares; 2026Q1: 24,482 shares 24,482 $1.35M 0.04% -16,560 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: restricted; 2024Q4: 2,897 shares; 2025Q1: 3,511 shares; 2025Q2: 4,697 shares; 2025Q3: 5,349 shares; 2025Q4: 5,164 shares; 2026Q1: 4,384 shares 4,384 $1.35M 0.04% -780 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,950 shares; 2025Q1: 3,953 shares; 2025Q2: 2,710 shares; 2025Q3: 3,765 shares; 2025Q4: 3,771 shares; 2026Q1: 3,784 shares 3,784 $1.34M 0.04% +13 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: restricted; 2024Q4: 51,679 shares; 2025Q1: 39,959 shares; 2025Q2: 40,867 shares; 2025Q3: 40,514 shares; 2025Q4: 42,393 shares; 2026Q1: 26,781 shares 26,781 $1.34M 0.04% -15,612 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,450 shares; 2025Q1: 15,655 shares; 2025Q2: 11,905 shares; 2025Q3: 15,056 shares; 2025Q4: 14,878 shares; 2026Q1: 14,898 shares 14,898 $1.34M 0.04% +20 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,270 shares 9,270 $1.33M 0.04% new 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: restricted; 2024Q4: 14,213 shares; 2025Q1: 17,291 shares; 2025Q2: 24,378 shares; 2025Q3: 21,448 shares; 2025Q4: 20,812 shares; 2026Q1: 17,358 shares 17,358 $1.33M 0.04% -3,454 Timeline VNQ 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: restricted; 2024Q4: 23,586 shares; 2025Q1: 22,481 shares; 2025Q2: 21,257 shares; 2025Q3: 21,273 shares; 2025Q4: 20,944 shares; 2026Q1: 14,496 shares 14,496 $1.31M 0.04% -6,448 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,182 shares; 2025Q1: 48,256 shares; 2025Q2: 11,744 shares; 2025Q3: 12,352 shares; 2025Q4: 31,326 shares; 2026Q1: 42,526 shares 42,526 $1.3M 0.04% +11,200 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: restricted; 2024Q4: 38,951 shares; 2025Q1: 45,391 shares; 2025Q2: 53,103 shares; 2025Q3: 58,434 shares; 2025Q4: 58,385 shares; 2026Q1: 45,806 shares 45,806 $1.3M 0.04% -12,579 Timeline MOAT 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: restricted; 2024Q4: 73,773 shares; 2025Q1: 80,874 shares; 2025Q2: 81,322 shares; 2025Q3: 82,954 shares; 2025Q4: 85,930 shares; 2026Q1: 13,324 shares 13,324 $1.29M 0.04% -72,606 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: restricted; 2024Q4: 2,645 shares; 2025Q1: 2,962 shares; 2025Q2: 3,348 shares; 2025Q3: 3,448 shares; 2025Q4: 3,426 shares; 2026Q1: 2,393 shares 2,393 $1.29M 0.04% -1,033 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: restricted; 2024Q4: 9,004 shares; 2025Q1: 6,112 shares; 2025Q2: 11,498 shares; 2025Q3: 14,081 shares; 2025Q4: 13,238 shares; 2026Q1: 11,037 shares 11,037 $1.27M 0.04% -2,201 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,976 shares; 2025Q2: 13,197 shares; 2025Q3: 13,482 shares; 2025Q4: 14,326 shares; 2026Q1: 9,576 shares 9,576 $1.27M 0.04% -4,750 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: restricted; 2024Q4: 382,234 shares; 2025Q1: 394,926 shares; 2025Q2: 391,207 shares; 2025Q3: 38,019 shares; 2025Q4: 37,823 shares; 2026Q1: 45,332 shares 45,332 $1.27M 0.04% +7,509 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: restricted; 2024Q4: 4,172 shares; 2025Q1: not reported; 2025Q2: 11,212 shares; 2025Q3: 11,211 shares; 2025Q4: 15,726 shares; 2026Q1: 18,812 shares 18,812 $1.26M 0.04% +3,086 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,188 shares; 2025Q1: 33,077 shares; 2025Q2: 24,310 shares; 2025Q3: 23,206 shares; 2025Q4: 21,424 shares; 2026Q1: 16,892 shares 16,892 $1.24M 0.04% -4,532 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 808 shares; 2025Q4: 1,357 shares; 2026Q1: 1,634 shares 1,634 $1.24M 0.04% +277 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,643 shares; 2025Q1: 5,793 shares; 2025Q2: 6,262 shares; 2025Q3: 10,542 shares; 2025Q4: 12,995 shares; 2026Q1: 9,348 shares 9,348 $1.23M 0.04% -3,647 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 313 shares; 2025Q4: 3,280 shares; 2026Q1: 2,965 shares 2,965 $1.22M 0.04% -315 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,321 shares; 2025Q1: 4,329 shares; 2025Q2: 3,020 shares; 2025Q3: 4,187 shares; 2025Q4: 4,183 shares; 2026Q1: 4,183 shares 4,183 $1.22M 0.04% 0 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: restricted; 2024Q4: 12,442 shares; 2025Q1: 12,300 shares; 2025Q2: 12,468 shares; 2025Q3: 13,431 shares; 2025Q4: 14,555 shares; 2026Q1: 8,699 shares 8,699 $1.22M 0.04% -5,856 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: restricted; 2024Q4: 7,785 shares; 2025Q1: 11,486 shares; 2025Q2: 10,693 shares; 2025Q3: 12,960 shares; 2025Q4: 12,023 shares; 2026Q1: 7,966 shares 7,966 $1.21M 0.04% -4,057 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: restricted; 2024Q4: 13,536 shares; 2025Q1: 22,505 shares; 2025Q2: 20,401 shares; 2025Q3: 25,475 shares; 2025Q4: 38,444 shares; 2026Q1: 27,559 shares 27,559 $1.21M 0.04% -10,885 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,324 shares; 2025Q1: 30,461 shares; 2025Q2: 19,361 shares; 2025Q3: 28,901 shares; 2025Q4: 28,929 shares; 2026Q1: 29,102 shares 29,102 $1.2M 0.04% +173 Timeline GDEC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,127 shares; 2026Q1: 31,887 shares 31,887 $1.19M 0.04% -11,240 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,893 shares; 2025Q3: 3,339 shares; 2025Q4: 4,586 shares; 2026Q1: 6,752 shares 6,752 $1.18M 0.04% +2,166 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,969 shares; 2025Q1: 13,043 shares; 2025Q2: 13,555 shares; 2025Q3: 14,186 shares; 2025Q4: 14,303 shares; 2026Q1: 11,075 shares 11,075 $1.17M 0.04% -3,228 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: restricted; 2024Q4: 4,063 shares; 2025Q1: 5,934 shares; 2025Q2: 7,208 shares; 2025Q3: 7,295 shares; 2025Q4: 14,591 shares; 2026Q1: 11,922 shares 11,922 $1.17M 0.04% -2,669 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: restricted; 2024Q4: 8,567 shares; 2025Q1: 11,177 shares; 2025Q2: 24,601 shares; 2025Q3: 26,530 shares; 2025Q4: 34,760 shares; 2026Q1: 25,276 shares 25,276 $1.17M 0.04% -9,484 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: restricted; 2024Q4: 11,978 shares; 2025Q1: 11,922 shares; 2025Q2: 11,703 shares; 2025Q3: 11,520 shares; 2025Q4: 12,070 shares; 2026Q1: 7,711 shares 7,711 $1.17M 0.04% -4,359 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 55,923 shares; 2025Q2: 56,757 shares; 2025Q3: 57,523 shares; 2025Q4: 61,745 shares; 2026Q1: 38,131 shares 38,131 $1.16M 0.04% -23,614 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,052 shares; 2025Q1: 8,051 shares; 2025Q2: 8,928 shares; 2025Q3: 11,267 shares; 2025Q4: 17,394 shares; 2026Q1: 13,045 shares 13,045 $1.15M 0.04% -4,349 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: restricted; 2024Q4: 15,999 shares; 2025Q1: 15,999 shares; 2025Q2: 15,999 shares; 2025Q3: 15,999 shares; 2025Q4: 15,999 shares; 2026Q1: 15,999 shares 15,999 $1.14M 0.04% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,514 shares; 2025Q1: 18,531 shares; 2025Q2: 11,623 shares; 2025Q3: 17,555 shares; 2025Q4: 17,538 shares; 2026Q1: 17,635 shares 17,635 $1.14M 0.04% +97 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,808 shares; 2025Q1: 9,838 shares; 2025Q2: 6,793 shares; 2025Q3: 9,461 shares; 2025Q4: 9,432 shares; 2026Q1: 9,389 shares 9,389 $1.14M 0.04% -43 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,029 shares; 2025Q4: 12,787 shares; 2026Q1: 13,200 shares 13,200 $1.13M 0.04% +413 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,403 shares; 2025Q1: 1,517 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 2,380 shares; 2026Q1: 4,635 shares 4,635 $1.12M 0.03% +2,255 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: restricted; 2024Q4: 3,926 shares; 2025Q1: 4,046 shares; 2025Q2: 5,183 shares; 2025Q3: 5,885 shares; 2025Q4: 6,330 shares; 2026Q1: 5,095 shares 5,095 $1.11M 0.03% -1,235 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,260 shares; 2025Q2: 10,147 shares; 2025Q3: 11,167 shares; 2025Q4: 12,114 shares; 2026Q1: 11,851 shares 11,851 $1.11M 0.03% -263 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,982 shares; 2025Q1: 15,168 shares; 2025Q2: 11,345 shares; 2025Q3: 15,916 shares; 2025Q4: 16,654 shares; 2026Q1: 11,347 shares 11,347 $1.09M 0.03% -5,307 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: restricted; 2024Q4: not reported; 2025Q1: 1,279 shares; 2025Q2: 1,978 shares; 2025Q3: 3,872 shares; 2025Q4: 5,380 shares; 2026Q1: 5,623 shares 5,623 $1.07M 0.03% +243 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,829 shares; 2025Q1: 14,838 shares; 2025Q2: 10,260 shares; 2025Q3: 14,590 shares; 2025Q4: 14,645 shares; 2026Q1: 14,625 shares 14,625 $1.07M 0.03% -20 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,441 shares; 2025Q1: 7,458 shares; 2025Q2: 4,661 shares; 2025Q3: 9,977 shares; 2025Q4: 10,040 shares; 2026Q1: 9,503 shares 9,503 $1.07M 0.03% -537 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,323 shares; 2025Q1: 26,569 shares; 2025Q2: 28,279 shares; 2025Q3: 26,947 shares; 2025Q4: 56,994 shares; 2026Q1: 31,821 shares 31,821 $1.06M 0.03% -25,173 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,650 shares; 2025Q1: 10,647 shares; 2025Q2: 6,847 shares; 2025Q3: 10,084 shares; 2025Q4: 10,418 shares; 2026Q1: 11,929 shares 11,929 $1.05M 0.03% +1,511 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: restricted; 2024Q4: 2,867 shares; 2025Q1: 2,915 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,838 shares; 2026Q1: 2,438 shares 2,438 $1.05M 0.03% -400 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,774 shares; 2025Q1: 28,288 shares; 2025Q2: 27,883 shares; 2025Q3: 24,502 shares; 2025Q4: 32,664 shares; 2026Q1: 27,425 shares 27,425 $1.05M 0.03% -5,239 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,550 shares; 2025Q1: 22,603 shares; 2025Q2: 14,766 shares; 2025Q3: 21,561 shares; 2025Q4: 21,599 shares; 2026Q1: 21,591 shares 21,591 $1.04M 0.03% -8 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: restricted; 2024Q4: 19,737 shares; 2025Q1: 29,352 shares; 2025Q2: 28,566 shares; 2025Q3: 26,252 shares; 2025Q4: 25,735 shares; 2026Q1: 13,831 shares 13,831 $1.04M 0.03% -11,904 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,951 shares; 2025Q1: 27,964 shares; 2025Q2: 27,951 shares; 2025Q3: 28,000 shares; 2025Q4: 28,242 shares; 2026Q1: 28,201 shares 28,201 $1.04M 0.03% -41 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,516 shares; 2025Q1: 3,895 shares; 2025Q2: 4,614 shares; 2025Q3: 16,706 shares; 2025Q4: 25,889 shares; 2026Q1: 12,591 shares 12,591 $1.04M 0.03% -13,298 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,950 shares; 2025Q1: 11,950 shares; 2025Q2: 7,950 shares; 2025Q3: 11,350 shares; 2025Q4: 11,350 shares; 2026Q1: 11,350 shares 11,350 $1.03M 0.03% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,972 shares; 2025Q1: 23,925 shares; 2025Q2: 23,687 shares; 2025Q3: 20,057 shares; 2025Q4: 23,278 shares; 2026Q1: 16,560 shares 16,560 $1.03M 0.03% -6,718 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,561 shares; 2026Q1: 4,625 shares 4,625 $1.02M 0.03% +2,064 Timeline YDEC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,154 shares; 2026Q1: 38,300 shares 38,300 $1.01M 0.03% -19,854 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,982 shares; 2025Q1: 26,323 shares; 2025Q2: 25,512 shares; 2025Q3: 16,866 shares; 2025Q4: 14,806 shares; 2026Q1: 9,101 shares 9,101 $1.01M 0.03% -5,705 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,421 shares; 2025Q1: 7,432 shares; 2025Q2: 6,314 shares; 2025Q3: 7,443 shares; 2025Q4: 7,492 shares; 2026Q1: 7,540 shares 7,540 $976K 0.03% +48 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194 shares; 2025Q3: 5,340 shares; 2025Q4: 6,652 shares; 2026Q1: 4,692 shares 4,692 $976K 0.03% -1,960 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,633 shares; 2026Q1: 23,693 shares 23,693 $974K 0.03% -2,940 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,608 shares; 2025Q4: 10,774 shares; 2026Q1: 8,762 shares 8,762 $970K 0.03% -2,012 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: restricted; 2024Q4: 7,147 shares; 2025Q1: 7,040 shares; 2025Q2: 6,327 shares; 2025Q3: 6,725 shares; 2025Q4: 10,440 shares; 2026Q1: 7,986 shares 7,986 $962K 0.03% -2,454 Timeline VCR 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: restricted; 2024Q4: 4,424 shares; 2025Q1: 4,694 shares; 2025Q2: 4,474 shares; 2025Q3: 4,464 shares; 2025Q4: 4,458 shares; 2026Q1: 2,686 shares 2,686 $959K 0.03% -1,772 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,871 shares; 2025Q3: 6,425 shares; 2025Q4: 11,296 shares; 2026Q1: 7,510 shares 7,510 $957K 0.03% -3,786 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: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,386 shares; 2025Q2: 3,466 shares; 2025Q3: 3,564 shares; 2025Q4: 3,634 shares; 2026Q1: 3,276 shares 3,276 $954K 0.03% -358 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: restricted; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,589 shares; 2026Q1: 1,728 shares 1,728 $950K 0.03% +139 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,805 shares; 2025Q4: 3,744 shares; 2026Q1: 4,034 shares 4,034 $949K 0.03% +290 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: restricted; 2024Q4: 4,377 shares; 2025Q1: 15,143 shares; 2025Q2: 11,838 shares; 2025Q3: 17,845 shares; 2025Q4: 16,285 shares; 2026Q1: 13,075 shares 13,075 $948K 0.03% -3,210 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,194 shares; 2025Q1: 41,718 shares; 2025Q2: 45,383 shares; 2025Q3: 51,936 shares; 2025Q4: 57,700 shares; 2026Q1: 35,553 shares 35,553 $943K 0.03% -22,147 Timeline SMAY 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: restricted; 2024Q4: 34,888 shares; 2025Q1: 34,888 shares; 2025Q2: 35,532 shares; 2025Q3: 38,516 shares; 2025Q4: 38,516 shares; 2026Q1: 34,726 shares 34,726 $919K 0.03% -3,790 Timeline GJAN 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: restricted; 2024Q4: 30,530 shares; 2025Q1: 30,530 shares; 2025Q2: 26,435 shares; 2025Q3: 29,715 shares; 2025Q4: 29,119 shares; 2026Q1: 21,770 shares 21,770 $916K 0.03% -7,349 Timeline YJUN 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: restricted; 2024Q4: 37,555 shares; 2025Q1: 37,555 shares; 2025Q2: 35,960 shares; 2025Q3: 38,935 shares; 2025Q4: 38,935 shares; 2026Q1: 35,090 shares 35,090 $907K 0.03% -3,845 Timeline SCHC 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: restricted; 2024Q4: 31,971 shares; 2025Q1: 30,861 shares; 2025Q2: 29,699 shares; 2025Q3: 30,424 shares; 2025Q4: 30,324 shares; 2026Q1: 19,299 shares 19,299 $906K 0.03% -11,025 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,785 shares; 2025Q1: not reported; 2025Q2: 11,425 shares; 2025Q3: 25,533 shares; 2025Q4: 23,852 shares; 2026Q1: 17,113 shares 17,113 $904K 0.03% -6,739 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,293 shares; 2025Q4: 17,239 shares; 2026Q1: 13,920 shares 13,920 $900K 0.03% -3,319 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,205 shares; 2025Q4: 19,226 shares; 2026Q1: 27,546 shares 27,546 $897K 0.03% +8,320 Timeline VCSH 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: restricted; 2024Q4: 19,317 shares; 2025Q1: 17,329 shares; 2025Q2: 16,672 shares; 2025Q3: 15,985 shares; 2025Q4: 14,314 shares; 2026Q1: 11,243 shares 11,243 $889K 0.03% -3,071 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,690 shares 2,690 $884K 0.03% new Timeline GSEP 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: restricted; 2024Q4: 21,036 shares; 2025Q1: 21,036 shares; 2025Q2: 13,572 shares; 2025Q3: 34,664 shares; 2025Q4: 27,824 shares; 2026Q1: 23,112 shares 23,112 $884K 0.03% -4,712 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: restricted; 2024Q4: 13,935 shares; 2025Q1: 14,800 shares; 2025Q2: 15,380 shares; 2025Q3: 16,642 shares; 2025Q4: 17,412 shares; 2026Q1: 4,521 shares 4,521 $883K 0.03% -12,891 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: restricted; 2024Q4: 3,139 shares; 2025Q1: 4,643 shares; 2025Q2: 4,945 shares; 2025Q3: 8,580 shares; 2025Q4: 6,710 shares; 2026Q1: 6,227 shares 6,227 $879K 0.03% -483 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,889 shares; 2025Q4: 30,581 shares; 2026Q1: 27,368 shares 27,368 $874K 0.03% -3,213 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,507 shares; 2025Q1: 11,113 shares; 2025Q2: 12,840 shares; 2025Q3: 21,318 shares; 2025Q4: 29,281 shares; 2026Q1: 13,481 shares 13,481 $870K 0.03% -15,800 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,834 shares; 2025Q1: 7,841 shares; 2025Q2: 7,840 shares; 2025Q3: 12,903 shares; 2025Q4: 22,804 shares; 2026Q1: 22,824 shares 22,824 $861K 0.03% +20 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,539 shares; 2025Q4: 12,842 shares; 2026Q1: 18,996 shares 18,996 $855K 0.03% +6,154 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,270 shares; 2025Q1: 6,270 shares; 2025Q2: 6,288 shares; 2025Q3: 6,302 shares; 2025Q4: 6,873 shares; 2026Q1: 4,358 shares 4,358 $851K 0.03% -2,515 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,820 shares; 2025Q1: 4,948 shares; 2025Q2: 5,463 shares; 2025Q3: 6,037 shares; 2025Q4: 5,847 shares; 2026Q1: 4,294 shares 4,294 $849K 0.03% -1,553 Timeline GNOV 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: restricted; 2024Q4: 13,201 shares; 2025Q1: 13,201 shares; 2025Q2: 7,559 shares; 2025Q3: 13,201 shares; 2025Q4: 22,465 shares; 2026Q1: 21,602 shares 21,602 $846K 0.03% -863 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,559 shares; 2025Q1: 7,598 shares; 2025Q2: not reported; 2025Q3: 6,659 shares; 2025Q4: 6,648 shares; 2026Q1: 6,626 shares 6,626 $842K 0.03% -22 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,850 shares; 2025Q1: 17,876 shares; 2025Q2: 18,342 shares; 2025Q3: 19,091 shares; 2025Q4: 27,278 shares; 2026Q1: 20,096 shares 20,096 $837K 0.03% -7,182 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,996 shares; 2025Q4: 3,470 shares; 2026Q1: 1,677 shares 1,677 $836K 0.03% -1,793 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,974 shares; 2025Q1: 4,646 shares; 2025Q2: 5,686 shares; 2025Q3: 8,592 shares; 2025Q4: 10,340 shares; 2026Q1: 8,128 shares 8,128 $835K 0.03% -2,212 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 617 shares; 2025Q4: 1,232 shares; 2026Q1: 1,198 shares 1,198 $832K 0.03% -34 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,762 shares; 2025Q4: 31,540 shares; 2026Q1: 26,361 shares 26,361 $829K 0.03% -5,179 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,148 shares; 2025Q1: 5,766 shares; 2025Q2: 7,540 shares; 2025Q3: 10,570 shares; 2025Q4: 7,700 shares; 2026Q1: 5,604 shares 5,604 $817K 0.03% -2,096 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,727 shares; 2025Q1: 5,677 shares; 2025Q2: 4,300 shares; 2025Q3: 5,651 shares; 2025Q4: 5,325 shares; 2026Q1: 5,325 shares 5,325 $812K 0.03% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,370 shares; 2025Q1: 24,378 shares; 2025Q2: 20,572 shares; 2025Q3: 27,831 shares; 2025Q4: 27,898 shares; 2026Q1: 26,110 shares 26,110 $808K 0.03% -1,788 Timeline SAUG 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: restricted; 2024Q4: 39,997 shares; 2025Q1: 39,997 shares; 2025Q2: 37,492 shares; 2025Q3: 38,971 shares; 2025Q4: 38,971 shares; 2026Q1: 31,168 shares 31,168 $808K 0.03% -7,803 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,584 shares; 2025Q3: 2,403 shares; 2025Q4: 2,559 shares; 2026Q1: 2,703 shares 2,703 $795K 0.02% +144 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: restricted; 2024Q4: 3,167 shares; 2025Q1: 2,789 shares; 2025Q2: 2,380 shares; 2025Q3: 2,700 shares; 2025Q4: 2,621 shares; 2026Q1: 1,795 shares 1,795 $794K 0.02% -826 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: restricted; 2024Q4: 7,624 shares; 2025Q1: 7,070 shares; 2025Q2: 13,186 shares; 2025Q3: 12,461 shares; 2025Q4: 12,955 shares; 2026Q1: 10,850 shares 10,850 $785K 0.02% -2,105 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,840 shares; 2025Q1: 16,809 shares; 2025Q2: 17,249 shares; 2025Q3: 16,235 shares; 2025Q4: 17,108 shares; 2026Q1: 8,287 shares 8,287 $780K 0.02% -8,821 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,962 shares; 2025Q1: 9,983 shares; 2025Q2: 6,513 shares; 2025Q3: 9,628 shares; 2025Q4: 9,714 shares; 2026Q1: 9,690 shares 9,690 $776K 0.02% -24 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,325 shares; 2025Q1: 7,210 shares; 2025Q2: 5,328 shares; 2025Q3: 7,279 shares; 2025Q4: 7,264 shares; 2026Q1: 7,737 shares 7,737 $775K 0.02% +473 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,036 shares; 2026Q1: 10,293 shares 10,293 $770K 0.02% +1,257 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,280 shares; 2025Q4: 6,567 shares; 2026Q1: 4,437 shares 4,437 $761K 0.02% -2,130 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,331 shares; 2025Q1: 3,825 shares; 2025Q2: 3,587 shares; 2025Q3: 3,520 shares; 2025Q4: 3,523 shares; 2026Q1: 3,027 shares 3,027 $761K 0.02% -496 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,138 shares; 2025Q2: 4,138 shares; 2025Q3: 5,837 shares; 2025Q4: 6,540 shares; 2026Q1: 6,443 shares 6,443 $760K 0.02% -97 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 2,627 shares; 2025Q2: 2,752 shares; 2025Q3: 4,870 shares; 2025Q4: 4,190 shares; 2026Q1: 2,288 shares 2,288 $749K 0.02% -1,902 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: restricted; 2024Q4: 38,971 shares; 2025Q1: 38,005 shares; 2025Q2: 38,589 shares; 2025Q3: 40,296 shares; 2025Q4: 38,271 shares; 2026Q1: 12,906 shares 12,906 $743K 0.02% -25,365 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,868 shares; 2025Q1: 29,315 shares; 2025Q2: 25,538 shares; 2025Q3: 30,046 shares; 2025Q4: 38,370 shares; 2026Q1: 30,587 shares 30,587 $738K 0.02% -7,783 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 5,012 shares; 2026Q1: 5,189 shares 5,189 $738K 0.02% +177 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,100 shares; 2025Q1: 10,134 shares; 2025Q2: 10,550 shares; 2025Q3: 10,661 shares; 2025Q4: 10,769 shares; 2026Q1: 12,600 shares 12,600 $737K 0.02% +1,831 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,983 shares; 2026Q1: 10,177 shares 10,177 $728K 0.02% -806 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: restricted; 2024Q4: 1,246 shares; 2025Q1: 1,268 shares; 2025Q2: 750 shares; 2025Q3: 1,743 shares; 2025Q4: 1,749 shares; 2026Q1: 1,791 shares 1,791 $722K 0.02% +42 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 2,360 shares; 2026Q1: 1,803 shares 1,803 $715K 0.02% -557 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: restricted; 2024Q4: 3,781 shares; 2025Q1: 4,007 shares; 2025Q2: 4,784 shares; 2025Q3: 4,356 shares; 2025Q4: 5,348 shares; 2026Q1: 3,616 shares 3,616 $710K 0.02% -1,732 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: restricted; 2024Q4: 6,738 shares; 2025Q1: 6,267 shares; 2025Q2: 6,703 shares; 2025Q3: 7,250 shares; 2025Q4: 15,582 shares; 2026Q1: 13,400 shares 13,400 $710K 0.02% -2,182 Timeline VOX 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: restricted; 2024Q4: 5,812 shares; 2025Q1: 6,292 shares; 2025Q2: 6,029 shares; 2025Q3: 6,044 shares; 2025Q4: 6,165 shares; 2026Q1: 3,886 shares 3,886 $708K 0.02% -2,279 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,305 shares; 2025Q2: 4,712 shares; 2025Q3: 11,408 shares; 2025Q4: 10,988 shares; 2026Q1: 16,922 shares 16,922 $695K 0.02% +5,934 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares; 2026Q1: 3,557 shares 3,557 $687K 0.02% +1,619 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,621 shares; 2025Q1: 10,801 shares; 2025Q2: 10,801 shares; 2025Q3: 10,801 shares; 2025Q4: 10,801 shares; 2026Q1: 10,801 shares 10,801 $687K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 6,996 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,585 shares; 2026Q1: 11,167 shares 11,167 $681K 0.02% -418 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,244 shares; 2025Q1: 28,232 shares; 2025Q2: 18,718 shares; 2025Q3: 26,829 shares; 2025Q4: 26,814 shares; 2026Q1: 26,817 shares 26,817 $681K 0.02% +3 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,091 shares; 2025Q1: 3,461 shares; 2025Q2: 3,598 shares; 2025Q3: 3,987 shares; 2025Q4: 4,973 shares; 2026Q1: 2,224 shares 2,224 $675K 0.02% -2,749 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,300 shares; 2025Q1: 10,312 shares; 2025Q2: 7,309 shares; 2025Q3: 9,859 shares; 2025Q4: 9,654 shares; 2026Q1: 10,044 shares 10,044 $673K 0.02% +390 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,340 shares; 2025Q1: 13,328 shares; 2025Q2: 13,391 shares; 2025Q3: 14,162 shares; 2025Q4: 15,494 shares; 2026Q1: 10,756 shares 10,756 $665K 0.02% -4,738 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: 3,469 shares; 2025Q3: 4,016 shares; 2025Q4: 9,049 shares; 2026Q1: 6,536 shares 6,536 $665K 0.02% -2,513 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,948 shares; 2025Q4: 3,159 shares; 2026Q1: 6,387 shares 6,387 $664K 0.02% +3,228 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,022 shares; 2025Q4: 7,575 shares; 2026Q1: 9,426 shares 9,426 $655K 0.02% +1,851 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: restricted; 2024Q4: 6,748 shares; 2025Q1: 8,400 shares; 2025Q2: 9,099 shares; 2025Q3: 10,161 shares; 2025Q4: 9,442 shares; 2026Q1: 6,710 shares 6,710 $654K 0.02% -2,732 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 6,169 shares; 2025Q4: 7,804 shares; 2026Q1: 2,902 shares 2,902 $654K 0.02% -4,902 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,782 shares; 2025Q1: 2,671 shares; 2025Q2: 2,655 shares; 2025Q3: 2,659 shares; 2025Q4: 2,662 shares; 2026Q1: 1,404 shares 1,404 $653K 0.02% -1,258 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,453 shares; 2026Q1: 14,579 shares 14,579 $653K 0.02% +126 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: restricted; 2024Q4: 18,228 shares; 2025Q1: 19,163 shares; 2025Q2: 17,034 shares; 2025Q3: 14,214 shares; 2025Q4: 22,755 shares; 2026Q1: 38,472 shares 38,472 $649K 0.02% +15,717 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,198 shares; 2025Q1: 1,329 shares; 2025Q2: 1,984 shares; 2025Q3: 1,661 shares; 2025Q4: 972 shares; 2026Q1: 4,144 shares 4,144 $645K 0.02% +3,172 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,474 shares; 2026Q1: 8,698 shares 8,698 $644K 0.02% +3,224 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,712 shares; 2025Q1: 55,861 shares; 2025Q2: 37,407 shares; 2025Q3: 54,804 shares; 2025Q4: 54,877 shares; 2026Q1: 54,867 shares 54,867 $638K 0.02% -10 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: restricted; 2024Q4: 425 shares; 2025Q1: 727 shares; 2025Q2: 805 shares; 2025Q3: 760 shares; 2025Q4: 942 shares; 2026Q1: 720 shares 720 $637K 0.02% -222 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,403 shares; 2025Q1: 16,272 shares; 2025Q2: 14,727 shares; 2025Q3: 14,027 shares; 2025Q4: 13,294 shares; 2026Q1: 9,792 shares 9,792 $633K 0.02% -3,502 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,185 shares; 2026Q1: 6,412 shares 6,412 $630K 0.02% +227 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,996 shares; 2025Q3: 5,003 shares; 2025Q4: 5,082 shares; 2026Q1: 5,445 shares 5,445 $629K 0.02% +363 Timeline EAGG 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: restricted; 2024Q4: 7,256 shares; 2025Q1: 10,692 shares; 2025Q2: 10,883 shares; 2025Q3: 11,070 shares; 2025Q4: 12,682 shares; 2026Q1: 13,152 shares 13,152 $625K 0.02% +470 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,480 shares; 2025Q4: 24,903 shares; 2026Q1: 25,269 shares 25,269 $622K 0.02% +366 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,576 shares; 2025Q1: 4,586 shares; 2025Q2: 2,829 shares; 2025Q3: 4,390 shares; 2025Q4: 5,295 shares; 2026Q1: 3,948 shares 3,948 $620K 0.02% -1,347 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,638 shares; 2025Q4: 5,923 shares; 2026Q1: 5,053 shares 5,053 $617K 0.02% -870 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: 840 shares; 2025Q3: 1,181 shares; 2025Q4: 1,187 shares; 2026Q1: 1,278 shares 1,278 $613K 0.02% +91 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: restricted; 2024Q4: 6,757 shares; 2025Q1: 7,360 shares; 2025Q2: 7,289 shares; 2025Q3: 10,406 shares; 2025Q4: 11,745 shares; 2026Q1: 8,548 shares 8,548 $605K 0.02% -3,197 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares 729 $603K 0.02% new 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: restricted; 2024Q4: 4,797 shares; 2025Q1: 4,890 shares; 2025Q2: 4,904 shares; 2025Q3: 5,122 shares; 2025Q4: 5,125 shares; 2026Q1: 6,960 shares 6,960 $602K 0.02% +1,835 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: restricted; 2024Q4: 2,624 shares; 2025Q1: 2,642 shares; 2025Q2: 2,643 shares; 2025Q3: 2,709 shares; 2025Q4: 3,558 shares; 2026Q1: 2,990 shares 2,990 $598K 0.02% -568 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: restricted; 2024Q4: 1,576 shares; 2025Q1: 1,953 shares; 2025Q2: 1,904 shares; 2025Q3: 2,710 shares; 2025Q4: 2,840 shares; 2026Q1: 2,352 shares 2,352 $597K 0.02% -488 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,885 shares; 2025Q2: 3,507 shares; 2025Q3: 11,919 shares; 2025Q4: 12,483 shares; 2026Q1: 10,726 shares 10,726 $595K 0.02% -1,757 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: restricted; 2024Q4: 6,177 shares; 2025Q1: 6,330 shares; 2025Q2: 6,309 shares; 2025Q3: 6,327 shares; 2025Q4: 6,456 shares; 2026Q1: 4,148 shares 4,148 $590K 0.02% -2,308 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: restricted; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 2,137 shares; 2025Q4: 2,187 shares; 2026Q1: 6,420 shares 6,420 $586K 0.02% +4,233 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,707 shares; 2025Q4: 5,729 shares; 2026Q1: 5,474 shares 5,474 $585K 0.02% -255 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,466 shares; 2025Q1: 15,520 shares; 2025Q2: 10,490 shares; 2025Q3: 17,588 shares; 2025Q4: 18,755 shares; 2026Q1: 18,075 shares 18,075 $583K 0.02% -680 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,395 shares; 2025Q4: 18,480 shares; 2026Q1: 13,699 shares 13,699 $583K 0.02% -4,781 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: restricted; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 1,775 shares; 2025Q3: 2,234 shares; 2025Q4: 2,928 shares; 2026Q1: 3,564 shares 3,564 $581K 0.02% +636 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,492 shares; 2025Q3: 9,750 shares; 2025Q4: 10,922 shares; 2026Q1: 9,554 shares 9,554 $580K 0.02% -1,368 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,404 shares; 2025Q1: 6,411 shares; 2025Q2: 6,445 shares; 2025Q3: 6,634 shares; 2025Q4: 6,656 shares; 2026Q1: 6,783 shares 6,783 $574K 0.02% +127 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,819 shares; 2025Q4: 13,055 shares; 2026Q1: 6,515 shares 6,515 $570K 0.02% -6,540 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: restricted; 2024Q4: not reported; 2025Q1: 3,079 shares; 2025Q2: 3,080 shares; 2025Q3: 3,747 shares; 2025Q4: 1,948 shares; 2026Q1: 2,168 shares 2,168 $569K 0.02% +220 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,903 shares; 2025Q2: 13,350 shares; 2025Q3: 18,901 shares; 2025Q4: 18,100 shares; 2026Q1: 18,270 shares 18,270 $569K 0.02% +170 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,201 shares; 2025Q1: 41,649 shares; 2025Q2: 21,285 shares; 2025Q3: 38,839 shares; 2025Q4: 39,089 shares; 2026Q1: 39,314 shares 39,314 $567K 0.02% +225 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,968 shares; 2025Q1: 6,964 shares; 2025Q2: 4,661 shares; 2025Q3: 8,457 shares; 2025Q4: 8,547 shares; 2026Q1: 6,773 shares 6,773 $567K 0.02% -1,774 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,399 shares; 2025Q1: 3,471 shares; 2025Q2: 3,369 shares; 2025Q3: 3,445 shares; 2025Q4: 3,487 shares; 2026Q1: 1,850 shares 1,850 $564K 0.02% -1,637 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: restricted; 2024Q4: 3,211 shares; 2025Q1: 3,211 shares; 2025Q2: 3,212 shares; 2025Q3: 3,234 shares; 2025Q4: 3,235 shares; 2026Q1: 1,729 shares 1,729 $562K 0.02% -1,506 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: restricted; 2024Q4: 33,521 shares; 2025Q1: 35,741 shares; 2025Q2: 3,196 shares; 2025Q3: 3,469 shares; 2025Q4: 3,459 shares; 2026Q1: 2,745 shares 2,745 $559K 0.02% -714 Timeline DFEM 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: restricted; 2024Q4: 26,910 shares; 2025Q1: 23,699 shares; 2025Q2: 24,336 shares; 2025Q3: 23,835 shares; 2025Q4: 22,216 shares; 2026Q1: 16,158 shares 16,158 $558K 0.02% -6,058 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: restricted; 2024Q4: 12,183 shares; 2025Q1: 11,569 shares; 2025Q2: 11,092 shares; 2025Q3: 10,578 shares; 2025Q4: 10,506 shares; 2026Q1: 4,442 shares 4,442 $557K 0.02% -6,064 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,310 shares; 2025Q1: 4,344 shares; 2025Q2: 4,367 shares; 2025Q3: 4,367 shares; 2025Q4: 4,229 shares; 2026Q1: 2,769 shares 2,769 $555K 0.02% -1,460 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: restricted; 2024Q4: 2,520 shares; 2025Q1: 2,561 shares; 2025Q2: 2,544 shares; 2025Q3: 2,641 shares; 2025Q4: 2,704 shares; 2026Q1: 2,100 shares 2,100 $552K 0.02% -604 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,789 shares; 2026Q1: 16,206 shares 16,206 $549K 0.02% -6,583 Timeline VAW 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: restricted; 2024Q4: 3,853 shares; 2025Q1: 4,141 shares; 2025Q2: 3,979 shares; 2025Q3: 3,975 shares; 2025Q4: 3,971 shares; 2026Q1: 2,391 shares 2,391 $545K 0.02% -1,580 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,954 shares; 2025Q4: 12,671 shares; 2026Q1: 13,395 shares 13,395 $542K 0.02% +724 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,047 shares; 2025Q1: 22,133 shares; 2025Q2: 10,973 shares; 2025Q3: 20,832 shares; 2025Q4: 20,832 shares; 2026Q1: 20,826 shares 20,826 $539K 0.02% -6 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 3,055 shares; 2026Q1: 3,411 shares 3,411 $538K 0.02% +356 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,511 shares; 2025Q1: 14,033 shares; 2025Q2: 13,979 shares; 2025Q3: 13,784 shares; 2025Q4: 12,562 shares; 2026Q1: 10,478 shares 10,478 $532K 0.02% -2,084 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: restricted; 2024Q4: 2,978 shares; 2025Q1: 3,543 shares; 2025Q2: 3,609 shares; 2025Q3: 3,602 shares; 2025Q4: 3,252 shares; 2026Q1: 1,245 shares 1,245 $532K 0.02% -2,007 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: 2,591 shares 2,591 $532K 0.02% -359 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: restricted; 2024Q4: 22,521 shares; 2025Q1: 19,451 shares; 2025Q2: 20,266 shares; 2025Q3: 21,995 shares; 2025Q4: 22,062 shares; 2026Q1: 7,333 shares 7,333 $531K 0.02% -14,729 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,769 shares; 2025Q4: 21,060 shares; 2026Q1: 9,731 shares 9,731 $529K 0.02% -11,329 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,021 shares; 2025Q1: 18,968 shares; 2025Q2: 19,574 shares; 2025Q3: 20,150 shares; 2025Q4: 19,955 shares; 2026Q1: 19,878 shares 19,878 $526K 0.02% -77 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,073 shares; 2025Q4: 10,924 shares; 2026Q1: 12,281 shares 12,281 $525K 0.02% +1,357 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,629 shares; 2025Q3: 7,859 shares; 2025Q4: 10,357 shares; 2026Q1: 12,711 shares 12,711 $524K 0.02% +2,354 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,827 shares; 2025Q3: 22,284 shares; 2025Q4: 14,228 shares; 2026Q1: 10,589 shares 10,589 $524K 0.02% -3,639 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 1,452 shares 1,452 $520K 0.02% -458 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,533 shares; 2025Q4: 5,181 shares; 2026Q1: 5,602 shares 5,602 $519K 0.02% +421 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,259 shares; 2025Q1: not reported; 2025Q2: 1,972 shares; 2025Q3: 2,807 shares; 2025Q4: 4,440 shares; 2026Q1: 3,035 shares 3,035 $518K 0.02% -1,405 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,967 shares; 2025Q4: 8,681 shares; 2026Q1: 7,722 shares 7,722 $518K 0.02% -959 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 1,219 shares; 2026Q1: 2,514 shares 2,514 $509K 0.02% +1,295 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,982 shares; 2026Q1: 4,120 shares 4,120 $508K 0.02% +138 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,369 shares; 2026Q1: 5,381 shares 5,381 $507K 0.02% +12 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,011 shares; 2026Q1: 6,006 shares 6,006 $507K 0.02% +1,995 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,197 shares; 2025Q4: 24,710 shares; 2026Q1: 18,847 shares 18,847 $506K 0.02% -5,863 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,036 shares 8,036 $505K 0.02% new Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,820 shares; 2026Q1: 40,428 shares 40,428 $505K 0.02% -392 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,329 shares; 2025Q1: 4,582 shares; 2025Q2: 4,587 shares; 2025Q3: 4,916 shares; 2025Q4: 5,069 shares; 2026Q1: 4,674 shares 4,674 $503K 0.02% -395 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,587 shares; 2025Q3: 1,776 shares; 2025Q4: 1,841 shares; 2026Q1: 1,392 shares 1,392 $503K 0.02% -449 Timeline SFEB 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: restricted; 2024Q4: 22,098 shares; 2025Q1: 22,098 shares; 2025Q2: 22,098 shares; 2025Q3: 22,098 shares; 2025Q4: 22,098 shares; 2026Q1: 20,987 shares 20,987 $502K 0.02% -1,111 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,070 shares; 2025Q1: 22,070 shares; 2025Q2: 21,970 shares; 2025Q3: 18,225 shares; 2025Q4: 17,985 shares; 2026Q1: 9,060 shares 9,060 $500K 0.02% -8,925 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,617 shares; 2025Q4: 8,736 shares; 2026Q1: 5,993 shares 5,993 $499K 0.02% -2,743 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,033 shares; 2025Q3: 6,649 shares; 2025Q4: 6,805 shares; 2026Q1: 8,476 shares 8,476 $497K 0.02% +1,671 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,090 shares; 2025Q1: 7,083 shares; 2025Q2: 7,082 shares; 2025Q3: 6,336 shares; 2025Q4: 6,369 shares; 2026Q1: 6,330 shares 6,330 $495K 0.02% -39 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: restricted; 2024Q4: 12,881 shares; 2025Q1: 17,984 shares; 2025Q2: 13,116 shares; 2025Q3: 13,074 shares; 2025Q4: 16,874 shares; 2026Q1: 4,609 shares 4,609 $494K 0.02% -12,265 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,185 shares; 2025Q3: 807 shares; 2025Q4: 1,112 shares; 2026Q1: 1,948 shares 1,948 $493K 0.02% +836 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,647 shares; 2026Q1: 17,448 shares 17,448 $493K 0.02% +2,801 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,549 shares; 2025Q1: 8,455 shares; 2025Q2: 10,712 shares; 2025Q3: 8,847 shares; 2025Q4: 12,012 shares; 2026Q1: 10,804 shares 10,804 $491K 0.02% -1,208 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 960 shares; 2025Q3: 5,326 shares; 2025Q4: not reported; 2026Q1: 3,508 shares 3,508 $489K 0.02% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,241 shares; 2025Q1: 5,292 shares; 2025Q2: 6,279 shares; 2025Q3: 5,921 shares; 2025Q4: 5,948 shares; 2026Q1: 4,483 shares 4,483 $486K 0.02% -1,465 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,545 shares; 2026Q1: 1,982 shares 1,982 $485K 0.02% +437 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,725 shares 2,725 $485K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,694 shares 7,694 $484K 0.02% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,927 shares 6,927 $482K 0.02% new 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: restricted; 2024Q4: 2,195 shares; 2025Q1: 2,314 shares; 2025Q2: 4,263 shares; 2025Q3: 2,382 shares; 2025Q4: 4,043 shares; 2026Q1: 5,254 shares 5,254 $482K 0.01% +1,211 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares; 2026Q1: 1,294 shares 1,294 $481K 0.01% +404 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,890 shares; 2025Q1: 14,910 shares; 2025Q2: 8,390 shares; 2025Q3: 13,917 shares; 2025Q4: 13,991 shares; 2026Q1: 14,307 shares 14,307 $480K 0.01% +316 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,342 shares; 2025Q4: 10,300 shares; 2026Q1: 9,312 shares 9,312 $480K 0.01% -988 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares 2,613 $477K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,331 shares 2,331 $476K 0.01% new Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,741 shares; 2025Q1: 9,743 shares; 2025Q2: 9,943 shares; 2025Q3: 10,001 shares; 2025Q4: 9,817 shares; 2026Q1: 9,937 shares 9,937 $475K 0.01% +120 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,203 shares; 2025Q1: 7,250 shares; 2025Q2: 7,334 shares; 2025Q3: 7,514 shares; 2025Q4: 7,150 shares; 2026Q1: 5,326 shares 5,326 $474K 0.01% -1,824 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,025 shares; 2025Q1: 55,025 shares; 2025Q2: 54,525 shares; 2025Q3: 53,775 shares; 2025Q4: 52,725 shares; 2026Q1: 35,475 shares 35,475 $473K 0.01% -17,250 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,962 shares; 2025Q1: 34,324 shares; 2025Q2: 17,611 shares; 2025Q3: 31,984 shares; 2025Q4: 32,624 shares; 2026Q1: 32,634 shares 32,634 $472K 0.01% +10 Timeline