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: 855,530 shares; 2024Q4: 858,021 shares; 2025Q1: 789,599 shares; 2025Q2: 543,482 shares; 2025Q3: 571,089 shares; 2025Q4: 581,253 shares; 2026Q1: 683,352 shares 683,352 $52.3M 6.51% +102,099 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: 197,106 shares; 2024Q4: 185,721 shares; 2025Q1: 177,153 shares; 2025Q2: 168,584 shares; 2025Q3: 160,309 shares; 2025Q4: 149,370 shares; 2026Q1: 141,471 shares 141,471 $35.9M 4.47% -7,899 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: 51,111 shares; 2024Q4: 52,907 shares; 2025Q1: 74,003 shares; 2025Q2: 86,524 shares; 2025Q3: 95,997 shares; 2025Q4: 133,456 shares; 2026Q1: 130,581 shares 130,581 $27.6M 3.43% -2,875 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,612 shares; 2024Q4: 418,187 shares; 2025Q1: 409,279 shares; 2025Q2: 419,652 shares; 2025Q3: 514,722 shares; 2025Q4: 530,580 shares; 2026Q1: 462,709 shares 462,709 $26.9M 3.35% -67,871 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,349 shares; 2024Q4: 174,298 shares; 2025Q1: 144,024 shares; 2025Q2: 193,615 shares; 2025Q3: 215,907 shares; 2025Q4: 240,913 shares; 2026Q1: 250,587 shares 250,587 $26.6M 3.31% +9,674 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,506 shares; 2024Q4: 237,794 shares; 2025Q1: 237,552 shares; 2025Q2: 212,095 shares; 2025Q3: 210,597 shares; 2025Q4: 216,660 shares; 2026Q1: 226,392 shares 226,392 $25.6M 3.19% +9,732 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: 465,601 shares; 2024Q4: 541,897 shares; 2025Q1: 549,496 shares; 2025Q2: 502,680 shares; 2025Q3: 489,429 shares; 2025Q4: 478,993 shares; 2026Q1: 492,252 shares 492,252 $24.6M 3.06% +13,259 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: 35,215 shares; 2024Q4: 38,379 shares; 2025Q1: 35,763 shares; 2025Q2: 36,822 shares; 2025Q3: 36,790 shares; 2025Q4: 36,302 shares; 2026Q1: 35,739 shares 35,739 $23.3M 2.91% -563 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,999 shares; 2024Q4: 800,443 shares; 2025Q1: 826,880 shares; 2025Q2: 743,795 shares; 2025Q3: 805,324 shares; 2025Q4: 797,267 shares; 2026Q1: 851,946 shares 851,946 $19.8M 2.46% +54,679 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,487 shares; 2024Q4: 132,830 shares; 2025Q1: 146,729 shares; 2025Q2: 152,203 shares; 2025Q3: 140,188 shares; 2025Q4: 94,908 shares; 2026Q1: 93,926 shares 93,926 $18M 2.24% -982 Timeline IUSB 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: 606,266 shares; 2024Q4: 493,312 shares; 2025Q1: 477,643 shares; 2025Q2: 382,480 shares; 2025Q3: 307,242 shares; 2025Q4: 343,351 shares; 2026Q1: 366,019 shares 366,019 $16.9M 2.11% +22,668 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151,776 shares; 2025Q2: 306,163 shares; 2025Q3: 340,457 shares; 2025Q4: 339,822 shares; 2026Q1: 362,782 shares 362,782 $16.6M 2.07% +22,960 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,694 shares; 2024Q4: 44,907 shares; 2025Q1: 54,031 shares; 2025Q2: 51,612 shares; 2025Q3: 51,668 shares; 2025Q4: 51,394 shares; 2026Q1: 48,950 shares 48,950 $15.6M 1.94% -2,444 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446,594 shares 446,594 $14.4M 1.79% new Timeline ESGU 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: 117,558 shares; 2024Q4: 116,965 shares; 2025Q1: 108,410 shares; 2025Q2: 106,387 shares; 2025Q3: 115,139 shares; 2025Q4: 105,998 shares; 2026Q1: 101,423 shares 101,423 $14.3M 1.79% -4,575 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,574 shares; 2024Q4: 299,615 shares; 2025Q1: 250,799 shares; 2025Q2: 353,003 shares; 2025Q3: 296,807 shares; 2025Q4: 287,528 shares; 2026Q1: 191,970 shares 191,970 $14.3M 1.78% -95,558 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: 34,239 shares; 2024Q4: 36,737 shares; 2025Q1: 35,001 shares; 2025Q2: 34,546 shares; 2025Q3: 34,332 shares; 2025Q4: 33,529 shares; 2026Q1: 29,968 shares 29,968 $12.8M 1.59% -3,561 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: 54,192 shares; 2024Q4: 58,564 shares; 2025Q1: 61,322 shares; 2025Q2: 67,397 shares; 2025Q3: 79,156 shares; 2025Q4: 88,877 shares; 2026Q1: 545,685 shares 545,685 $12.5M 1.56% +456,808 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,313 shares 182,313 $12.5M 1.55% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,306 shares; 2025Q2: 280,600 shares; 2025Q3: 300,862 shares; 2025Q4: 317,434 shares; 2026Q1: 337,815 shares 337,815 $12.2M 1.52% +20,381 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243,858 shares 243,858 $12.2M 1.52% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,498 shares; 2024Q4: 115,587 shares; 2025Q1: 101,735 shares; 2025Q2: 105,334 shares; 2025Q3: 114,406 shares; 2025Q4: 122,705 shares; 2026Q1: 126,153 shares 126,153 $12M 1.49% +3,448 Timeline IVLU 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: 281,466 shares; 2024Q4: 309,657 shares; 2025Q1: 300,634 shares; 2025Q2: 310,429 shares; 2025Q3: 303,362 shares; 2025Q4: 298,331 shares; 2026Q1: 291,435 shares 291,435 $11.6M 1.44% -6,896 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,742 shares; 2025Q3: 281,611 shares; 2025Q4: 311,303 shares; 2026Q1: 332,160 shares 332,160 $10.9M 1.36% +20,857 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,269 shares; 2025Q4: 103,468 shares; 2026Q1: 124,387 shares 124,387 $10M 1.25% +20,919 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,567 shares; 2025Q1: 50,163 shares; 2025Q2: 50,958 shares; 2025Q3: 52,232 shares; 2025Q4: 82,801 shares; 2026Q1: 85,714 shares 85,714 $9.61M 1.2% +2,913 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,427 shares; 2024Q4: 161,251 shares; 2025Q1: 150,957 shares; 2025Q2: 150,586 shares; 2025Q3: 150,046 shares; 2025Q4: 141,954 shares; 2026Q1: 132,206 shares 132,206 $9.27M 1.15% -9,748 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216,130 shares 216,130 $8.87M 1.11% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,629 shares; 2025Q3: 140,079 shares; 2025Q4: 143,726 shares; 2026Q1: 157,788 shares 157,788 $7.9M 0.98% +14,062 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,426 shares; 2025Q4: 67,403 shares; 2026Q1: 108,097 shares 108,097 $7.66M 0.95% +40,694 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,507 shares; 2024Q4: 83,423 shares; 2025Q1: 82,851 shares; 2025Q2: 77,759 shares; 2025Q3: 44,770 shares; 2025Q4: 44,826 shares; 2026Q1: 41,105 shares 41,105 $7.46M 0.93% -3,721 Timeline SUSC 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: 316,452 shares; 2024Q4: 286,487 shares; 2025Q1: 267,362 shares; 2025Q2: 303,743 shares; 2025Q3: 322,880 shares; 2025Q4: 315,145 shares; 2026Q1: 318,544 shares 318,544 $7.37M 0.92% +3,399 Timeline IEV 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: 122,707 shares; 2024Q4: 122,190 shares; 2025Q1: 121,916 shares; 2025Q2: 120,569 shares; 2025Q3: 114,787 shares; 2025Q4: 109,678 shares; 2026Q1: 106,420 shares 106,420 $7.23M 0.9% -3,258 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,547 shares; 2024Q4: 127,516 shares; 2025Q1: 130,773 shares; 2025Q2: 141,667 shares; 2025Q3: 158,593 shares; 2025Q4: 171,215 shares; 2026Q1: 138,700 shares 138,700 $7.2M 0.9% -32,515 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,924 shares; 2024Q4: 82,052 shares; 2025Q1: 70,164 shares; 2025Q2: 64,996 shares; 2025Q3: 63,827 shares; 2025Q4: 63,122 shares; 2026Q1: 61,802 shares 61,802 $7.02M 0.87% -1,320 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: 63,708 shares; 2024Q4: 64,988 shares; 2025Q1: 134,749 shares; 2025Q2: 244,406 shares; 2025Q3: 248,512 shares; 2025Q4: 261,714 shares; 2026Q1: 93,931 shares 93,931 $6.55M 0.82% -167,783 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: 111,269 shares; 2024Q4: 106,628 shares; 2025Q1: 119,650 shares; 2025Q2: 121,764 shares; 2025Q3: 125,820 shares; 2025Q4: 119,525 shares; 2026Q1: 137,597 shares 137,597 $6.54M 0.81% +18,072 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: 35,880 shares; 2024Q4: 35,994 shares; 2025Q1: 33,496 shares; 2025Q2: 30,034 shares; 2025Q3: 31,985 shares; 2025Q4: 26,452 shares; 2026Q1: 22,316 shares 22,316 $6.4M 0.8% -4,136 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: 13,423 shares; 2024Q4: 13,392 shares; 2025Q1: 14,870 shares; 2025Q2: 15,453 shares; 2025Q3: 16,104 shares; 2025Q4: 15,340 shares; 2026Q1: 15,574 shares 15,574 $5.77M 0.72% +234 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: 7,275 shares; 2024Q4: 7,428 shares; 2025Q1: 6,684 shares; 2025Q2: 6,663 shares; 2025Q3: 8,392 shares; 2025Q4: 8,454 shares; 2026Q1: 9,186 shares 9,186 $5.26M 0.65% +732 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: 14,974 shares; 2024Q4: 14,937 shares; 2025Q1: 16,092 shares; 2025Q2: 17,950 shares; 2025Q3: 17,925 shares; 2025Q4: 19,153 shares; 2026Q1: 21,821 shares 21,821 $4.54M 0.57% +2,668 Timeline DSI 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: 51,032 shares; 2024Q4: 47,117 shares; 2025Q1: 43,722 shares; 2025Q2: 42,976 shares; 2025Q3: 42,620 shares; 2025Q4: 40,147 shares; 2026Q1: 36,835 shares 36,835 $4.46M 0.56% -3,312 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,538 shares; 2024Q4: 231,865 shares; 2025Q1: 107,904 shares; 2025Q2: 103,434 shares; 2025Q3: 41,782 shares; 2025Q4: 52,629 shares; 2026Q1: 38,670 shares 38,670 $4.31M 0.54% -13,959 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: 21,192 shares; 2024Q4: 21,632 shares; 2025Q1: 21,181 shares; 2025Q2: 16,960 shares; 2025Q3: 18,730 shares; 2025Q4: 14,573 shares; 2026Q1: 14,580 shares 14,580 $4.19M 0.52% +7 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: 31,225 shares; 2024Q4: 31,224 shares; 2025Q1: 30,538 shares; 2025Q2: 30,764 shares; 2025Q3: 29,622 shares; 2025Q4: 27,400 shares; 2026Q1: 27,372 shares 27,372 $4.14M 0.52% -28 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: 18,099 shares; 2024Q4: 17,494 shares; 2025Q1: 17,784 shares; 2025Q2: 17,949 shares; 2025Q3: 15,279 shares; 2025Q4: 14,379 shares; 2026Q1: 11,871 shares 11,871 $4.01M 0.5% -2,508 Timeline USXF 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: 112,101 shares; 2024Q4: 120,212 shares; 2025Q1: 120,197 shares; 2025Q2: 95,796 shares; 2025Q3: 78,970 shares; 2025Q4: 74,553 shares; 2026Q1: 72,193 shares 72,193 $3.99M 0.5% -2,360 Timeline EUSB 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: 132,002 shares; 2024Q4: 103,659 shares; 2025Q1: 95,484 shares; 2025Q2: 104,719 shares; 2025Q3: 85,762 shares; 2025Q4: 81,818 shares; 2026Q1: 78,816 shares 78,816 $3.43M 0.43% -3,002 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,816 shares; 2025Q1: 79,094 shares; 2025Q2: 58,099 shares; 2025Q3: 92,623 shares; 2025Q4: 90,566 shares; 2026Q1: 36,505 shares 36,505 $3.38M 0.42% -54,061 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,406 shares; 2024Q4: 43,737 shares; 2025Q1: 45,403 shares; 2025Q2: 50,392 shares; 2025Q3: 69,357 shares; 2025Q4: 71,867 shares; 2026Q1: 33,181 shares 33,181 $3.34M 0.42% -38,686 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,008 shares; 2025Q2: 34,101 shares; 2025Q3: 44,364 shares; 2025Q4: 46,284 shares; 2026Q1: 36,009 shares 36,009 $3.17M 0.4% -10,275 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 17,183 shares; 2025Q1: 16,874 shares; 2025Q2: 17,168 shares; 2025Q3: 15,862 shares; 2025Q4: 15,292 shares; 2026Q1: 16,947 shares 16,947 $2.96M 0.37% +1,655 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: 26,909 shares; 2024Q4: 26,692 shares; 2025Q1: 26,759 shares; 2025Q2: 25,887 shares; 2025Q3: 25,595 shares; 2025Q4: 24,133 shares; 2026Q1: 24,280 shares 24,280 $2.88M 0.36% +147 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,570 shares; 2024Q4: 20,498 shares; 2025Q1: 20,267 shares; 2025Q2: 26,985 shares; 2025Q3: 31,438 shares; 2025Q4: 29,797 shares; 2026Q1: 29,360 shares 29,360 $2.81M 0.35% -437 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: 33,584 shares; 2024Q4: 32,474 shares; 2025Q1: 37,003 shares; 2025Q2: 34,429 shares; 2025Q3: 35,462 shares; 2025Q4: 28,435 shares; 2026Q1: 29,639 shares 29,639 $2.75M 0.34% +1,204 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: 5,306 shares; 2024Q4: 5,195 shares; 2025Q1: 17,843 shares; 2025Q2: 20,449 shares; 2025Q3: 20,370 shares; 2025Q4: 21,600 shares; 2026Q1: 18,843 shares 18,843 $2.68M 0.33% -2,757 Timeline ESGE 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: 55,241 shares; 2024Q4: 53,474 shares; 2025Q1: 47,088 shares; 2025Q2: 48,720 shares; 2025Q3: 51,928 shares; 2025Q4: 59,467 shares; 2026Q1: 54,996 shares 54,996 $2.5M 0.31% -4,471 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: 7,776 shares; 2024Q4: 7,776 shares; 2025Q1: 7,155 shares; 2025Q2: 7,048 shares; 2025Q3: 7,081 shares; 2025Q4: 6,633 shares; 2026Q1: 6,710 shares 6,710 $2.49M 0.31% +77 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,033 shares; 2024Q4: 16,857 shares; 2025Q1: 20,828 shares; 2025Q2: 18,176 shares; 2025Q3: 18,091 shares; 2025Q4: 18,114 shares; 2026Q1: 21,510 shares 21,510 $2.37M 0.3% +3,396 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: 8,164 shares; 2024Q4: 8,179 shares; 2025Q1: 8,051 shares; 2025Q2: 8,043 shares; 2025Q3: 7,797 shares; 2025Q4: 7,629 shares; 2026Q1: 7,935 shares 7,935 $2.33M 0.29% +306 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,874 shares; 2024Q4: 24,742 shares; 2025Q1: 25,823 shares; 2025Q2: 26,205 shares; 2025Q3: 26,493 shares; 2025Q4: 23,250 shares; 2026Q1: 21,049 shares 21,049 $2.29M 0.29% -2,201 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,828 shares; 2024Q4: 8,056 shares; 2025Q1: 8,098 shares; 2025Q2: 6,382 shares; 2025Q3: 6,391 shares; 2025Q4: 6,198 shares; 2026Q1: 7,579 shares 7,579 $2.29M 0.29% +1,381 Timeline EMXC 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: 186,281 shares; 2024Q4: 198,409 shares; 2025Q1: 146,036 shares; 2025Q2: 43,335 shares; 2025Q3: 33,031 shares; 2025Q4: 30,517 shares; 2026Q1: 28,726 shares 28,726 $2.26M 0.28% -1,791 Timeline DMXF 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: 53,073 shares; 2024Q4: 57,780 shares; 2025Q1: 38,998 shares; 2025Q2: 38,013 shares; 2025Q3: 16,929 shares; 2025Q4: 14,310 shares; 2026Q1: 29,406 shares 29,406 $2.22M 0.28% +15,096 Timeline SUSA 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: 17,396 shares; 2024Q4: 17,373 shares; 2025Q1: 17,379 shares; 2025Q2: 17,086 shares; 2025Q3: 17,057 shares; 2025Q4: 16,263 shares; 2026Q1: 16,405 shares 16,405 $2.17M 0.27% +142 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: 3,572 shares; 2024Q4: 8,894 shares; 2025Q1: 6,461 shares; 2025Q2: 6,797 shares; 2025Q3: 6,655 shares; 2025Q4: 7,153 shares; 2026Q1: 6,047 shares 6,047 $2.16M 0.27% -1,106 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: 25,213 shares; 2024Q4: 27,728 shares; 2025Q1: 33,102 shares; 2025Q2: 32,688 shares; 2025Q3: 31,601 shares; 2025Q4: 25,870 shares; 2026Q1: 24,323 shares 24,323 $1.94M 0.24% -1,547 Timeline EMGF 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: 22,636 shares; 2024Q4: 21,175 shares; 2025Q1: 24,287 shares; 2025Q2: 29,419 shares; 2025Q3: 29,349 shares; 2025Q4: 32,996 shares; 2026Q1: 31,701 shares 31,701 $1.92M 0.24% -1,295 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: 42,426 shares; 2024Q4: 39,147 shares; 2025Q1: 44,698 shares; 2025Q2: 41,561 shares; 2025Q3: 42,658 shares; 2025Q4: 33,459 shares; 2026Q1: 29,797 shares 29,797 $1.91M 0.24% -3,662 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: 331 shares; 2024Q4: 337 shares; 2025Q1: 412 shares; 2025Q2: 418 shares; 2025Q3: 417 shares; 2025Q4: 423 shares; 2026Q1: 452 shares 452 $1.9M 0.24% +29 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,385 shares; 2026Q1: 20,171 shares 20,171 $1.8M 0.22% +1,786 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: 2,246 shares; 2024Q4: 2,414 shares; 2025Q1: 2,343 shares; 2025Q2: 2,019 shares; 2025Q3: 2,014 shares; 2025Q4: 1,972 shares; 2026Q1: 1,977 shares 1,977 $1.71M 0.21% +5 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,003 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 2,985 shares; 2025Q4: 3,822 shares; 2026Q1: 3,886 shares 3,886 $1.69M 0.21% +64 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 12,396 shares; 2025Q1: 11,496 shares; 2025Q2: 10,596 shares; 2025Q3: 9,696 shares; 2025Q4: 8,796 shares; 2026Q1: 7,896 shares 7,896 $1.61M 0.2% -900 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,053 shares; 2025Q4: 1,253 shares; 2026Q1: 3,669 shares 3,669 $1.58M 0.2% +2,416 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,252 shares; 2025Q1: 4,626 shares; 2025Q2: 4,623 shares; 2025Q3: 4,636 shares; 2025Q4: 7,371 shares; 2026Q1: 7,513 shares 7,513 $1.47M 0.18% +142 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,749 shares; 2025Q4: 52,004 shares; 2026Q1: 45,575 shares 45,575 $1.45M 0.18% -6,429 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,794 shares; 2025Q3: 1,801 shares; 2025Q4: 1,846 shares; 2026Q1: 1,913 shares 1,913 $1.39M 0.17% +67 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,267 shares; 2025Q1: 13,080 shares; 2025Q2: 14,523 shares; 2025Q3: 13,270 shares; 2025Q4: 13,110 shares; 2026Q1: 11,658 shares 11,658 $1.38M 0.17% -1,452 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: 27,071 shares; 2024Q4: 26,588 shares; 2025Q1: 26,180 shares; 2025Q2: 25,015 shares; 2025Q3: 24,629 shares; 2025Q4: 19,527 shares; 2026Q1: 20,142 shares 20,142 $1.36M 0.17% +615 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,799 shares; 2025Q2: 9,163 shares; 2025Q3: 8,948 shares; 2025Q4: 11,197 shares; 2026Q1: 9,575 shares 9,575 $1.33M 0.17% -1,622 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 962 shares; 2025Q3: 997 shares; 2025Q4: 1,171 shares; 2026Q1: 976 shares 976 $1.29M 0.16% -195 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,031 shares; 2024Q4: 4,372 shares; 2025Q1: 6,325 shares; 2025Q2: 7,686 shares; 2025Q3: 7,486 shares; 2025Q4: 9,576 shares; 2026Q1: 9,925 shares 9,925 $1.2M 0.15% +349 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 4,273 shares; 2026Q1: 4,434 shares 4,434 $1.2M 0.15% +161 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 7,042 shares; 2025Q1: 11,910 shares; 2025Q2: 13,115 shares; 2025Q3: 12,611 shares; 2025Q4: 12,480 shares; 2026Q1: 12,703 shares 12,703 $1.18M 0.15% +223 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: 2,841 shares; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: 2,068 shares; 2025Q3: 2,488 shares; 2025Q4: 3,133 shares; 2026Q1: 3,491 shares 3,491 $1.18M 0.15% +358 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 24,495 shares; 2025Q1: 25,387 shares; 2025Q2: 25,291 shares; 2025Q3: 24,887 shares; 2025Q4: 24,709 shares; 2026Q1: 25,828 shares 25,828 $1.17M 0.15% +1,119 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: 648 shares; 2024Q4: 664 shares; 2025Q1: 888 shares; 2025Q2: 13,320 shares; 2025Q3: 11,944 shares; 2025Q4: 11,542 shares; 2026Q1: 11,728 shares 11,728 $1.08M 0.13% +186 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: 897 shares; 2024Q4: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 3,283 shares 3,283 $1.07M 0.13% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,799 shares 7,799 $1.06M 0.13% new Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,848 shares; 2024Q4: 33,602 shares; 2025Q1: 27,606 shares; 2025Q2: 26,701 shares; 2025Q3: 25,196 shares; 2025Q4: 19,402 shares; 2026Q1: 19,032 shares 19,032 $1.05M 0.13% -370 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,085 shares; 2025Q1: 1,075 shares; 2025Q2: 1,166 shares; 2025Q3: 1,149 shares; 2025Q4: 10,382 shares; 2026Q1: 10,890 shares 10,890 $1.05M 0.13% +508 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: 844 shares; 2024Q4: 802 shares; 2025Q1: 611 shares; 2025Q2: 624 shares; 2025Q3: 738 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares 1,736 $1.04M 0.13% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 5,925 shares; 2026Q1: 5,925 shares 5,925 $1.03M 0.13% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,427 shares; 2025Q4: 3,808 shares; 2026Q1: 4,465 shares 4,465 $977K 0.12% +657 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 5,072 shares; 2025Q1: 6,377 shares; 2025Q2: 6,824 shares; 2025Q3: 7,033 shares; 2025Q4: 8,484 shares; 2026Q1: 8,640 shares 8,640 $960K 0.12% +156 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,292 shares; 2026Q1: 2,649 shares 2,649 $914K 0.11% +357 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: 10,915 shares; 2024Q4: 18,639 shares; 2025Q1: 21,603 shares; 2025Q2: 18,257 shares; 2025Q3: 16,979 shares; 2025Q4: 16,617 shares; 2026Q1: 16,005 shares 16,005 $909K 0.11% -612 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: 4,973 shares; 2024Q4: 5,322 shares; 2025Q1: 5,154 shares; 2025Q2: 4,643 shares; 2025Q3: 4,373 shares; 2025Q4: 4,423 shares; 2026Q1: 6,995 shares 6,995 $908K 0.11% +2,572 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,795 shares; 2024Q4: 22,393 shares; 2025Q1: 30,310 shares; 2025Q2: 39,957 shares; 2025Q3: 39,550 shares; 2025Q4: 31,194 shares; 2026Q1: 47,103 shares 47,103 $905K 0.11% +15,909 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,543 shares; 2025Q2: 21,508 shares; 2025Q3: 22,905 shares; 2025Q4: 6,815 shares; 2026Q1: 8,706 shares 8,706 $900K 0.11% +1,891 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,529 shares 4,529 $898K 0.11% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares 2,019 $882K 0.11% 0 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: 5,606 shares; 2024Q4: 5,985 shares; 2025Q1: 6,708 shares; 2025Q2: 6,294 shares; 2025Q3: 4,404 shares; 2025Q4: 3,473 shares; 2026Q1: 3,543 shares 3,543 $866K 0.11% +70 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,889 shares; 2025Q2: 1,895 shares; 2025Q3: 1,964 shares; 2025Q4: 1,783 shares; 2026Q1: 2,033 shares 2,033 $865K 0.11% +250 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,423 shares; 2024Q4: 26,344 shares; 2025Q1: 26,473 shares; 2025Q2: 26,307 shares; 2025Q3: 25,943 shares; 2025Q4: 19,749 shares; 2026Q1: 25,910 shares 25,910 $860K 0.11% +6,161 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 2,462 shares; 2026Q1: 2,188 shares 2,188 $857K 0.11% -274 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: 9,908 shares; 2024Q4: 9,716 shares; 2025Q1: 16,768 shares; 2025Q2: 16,812 shares; 2025Q3: 16,866 shares; 2025Q4: 16,866 shares; 2026Q1: 16,866 shares 16,866 $822K 0.1% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 9,566 shares; 2025Q1: 9,428 shares; 2025Q2: 9,548 shares; 2025Q3: 9,693 shares; 2025Q4: 11,340 shares; 2026Q1: 11,869 shares 11,869 $783K 0.1% +529 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: 2,394 shares; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 1,394 shares; 2025Q3: 1,369 shares; 2025Q4: 2,308 shares; 2026Q1: 2,267 shares 2,267 $775K 0.1% -41 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,642 shares; 2024Q4: 7,868 shares; 2025Q1: 7,005 shares; 2025Q2: 6,013 shares; 2025Q3: 6,989 shares; 2025Q4: 4,889 shares; 2026Q1: 5,403 shares 5,403 $768K 0.1% +514 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 4,279 shares; 2025Q1: 7,095 shares; 2025Q2: 7,208 shares; 2025Q3: 7,443 shares; 2025Q4: 8,030 shares; 2026Q1: 8,190 shares 8,190 $764K 0.1% +160 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 2,376 shares; 2025Q3: 4,892 shares; 2025Q4: 4,896 shares; 2026Q1: 4,955 shares 4,955 $757K 0.09% +59 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares; 2026Q1: 3,851 shares 3,851 $756K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,470 shares; 2025Q3: 6,487 shares; 2025Q4: not reported; 2026Q1: 6,378 shares 6,378 $754K 0.09% new 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: 4,031 shares; 2024Q4: 5,118 shares; 2025Q1: 4,666 shares; 2025Q2: 5,761 shares; 2025Q3: 5,655 shares; 2025Q4: 5,847 shares; 2026Q1: 8,278 shares 8,278 $753K 0.09% +2,431 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: 11,558 shares; 2024Q4: 7,004 shares; 2025Q1: 8,768 shares; 2025Q2: 9,614 shares; 2025Q3: 9,727 shares; 2025Q4: 9,727 shares; 2026Q1: 9,624 shares 9,624 $747K 0.09% -103 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: 11,330 shares; 2024Q4: 10,763 shares; 2025Q1: 9,165 shares; 2025Q2: 7,699 shares; 2025Q3: 6,418 shares; 2025Q4: 5,778 shares; 2026Q1: 5,067 shares 5,067 $745K 0.09% -711 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 9,224 shares; 2025Q1: 8,858 shares; 2025Q2: 8,360 shares; 2025Q3: 8,315 shares; 2025Q4: 8,216 shares; 2026Q1: 8,145 shares 8,145 $737K 0.09% -71 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,773 shares; 2025Q2: 7,587 shares; 2025Q3: 7,576 shares; 2025Q4: 7,730 shares; 2026Q1: 7,769 shares 7,769 $730K 0.09% +39 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,947 shares; 2025Q1: 1,772 shares; 2025Q2: 1,775 shares; 2025Q3: 1,665 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares 1,520 $728K 0.09% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,178 shares; 2024Q4: 11,873 shares; 2025Q1: 18,304 shares; 2025Q2: 9,008 shares; 2025Q3: 8,781 shares; 2025Q4: 8,999 shares; 2026Q1: 9,092 shares 9,092 $728K 0.09% +93 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,272 shares; 2026Q1: 1,506 shares 1,506 $713K 0.09% +234 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: 858 shares; 2024Q4: 660 shares; 2025Q1: 1,098 shares; 2025Q2: 1,064 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 842 shares 842 $712K 0.09% +52 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: not reported; 2024Q4: not reported; 2025Q1: 13,609 shares; 2025Q2: 8,016 shares; 2025Q3: 14,018 shares; 2025Q4: 8,016 shares; 2026Q1: 7,054 shares 7,054 $700K 0.09% -962 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: 1,250 shares; 2024Q4: 1,280 shares; 2025Q1: 2,342 shares; 2025Q2: 2,350 shares; 2025Q3: 2,348 shares; 2025Q4: 2,248 shares; 2026Q1: 2,281 shares 2,281 $690K 0.09% +33 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,926 shares; 2025Q4: 6,086 shares; 2026Q1: 6,327 shares 6,327 $685K 0.09% +241 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,421 shares; 2024Q4: 12,056 shares; 2025Q1: 13,204 shares; 2025Q2: 13,498 shares; 2025Q3: 27,429 shares; 2025Q4: 27,295 shares; 2026Q1: 27,244 shares 27,244 $678K 0.08% -51 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,004 shares; 2024Q4: 82,004 shares; 2025Q1: 90,434 shares; 2025Q2: 85,238 shares; 2025Q3: 69,252 shares; 2025Q4: 64,828 shares; 2026Q1: 67,378 shares 67,378 $674K 0.08% +2,550 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,446 shares; 2024Q4: 26,219 shares; 2025Q1: 25,962 shares; 2025Q2: 26,196 shares; 2025Q3: 19,175 shares; 2025Q4: 19,157 shares; 2026Q1: 19,569 shares 19,569 $674K 0.08% +412 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: not reported; 2024Q4: not reported; 2025Q1: 8,246 shares; 2025Q2: 8,276 shares; 2025Q3: 7,967 shares; 2025Q4: 10,041 shares; 2026Q1: 9,820 shares 9,820 $667K 0.08% -221 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,743 shares; 2025Q2: 6,599 shares; 2025Q3: 6,729 shares; 2025Q4: 6,948 shares; 2026Q1: 7,144 shares 7,144 $665K 0.08% +196 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares; 2026Q1: 3,114 shares 3,114 $665K 0.08% +1,171 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,356 shares 3,356 $662K 0.08% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 977 shares; 2025Q2: 978 shares; 2025Q3: 1,824 shares; 2025Q4: 1,846 shares; 2026Q1: 1,855 shares 1,855 $661K 0.08% +9 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 8,598 shares; 2025Q1: 8,072 shares; 2025Q2: 8,826 shares; 2025Q3: 8,408 shares; 2025Q4: 8,330 shares; 2026Q1: 8,553 shares 8,553 $660K 0.08% +223 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,627 shares; 2025Q4: 7,934 shares; 2026Q1: 10,960 shares 10,960 $657K 0.08% +3,026 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: 3,327 shares; 2024Q4: 3,225 shares; 2025Q1: 3,405 shares; 2025Q2: 3,332 shares; 2025Q3: 3,347 shares; 2025Q4: 2,931 shares; 2026Q1: 3,176 shares 3,176 $657K 0.08% +245 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: 3,964 shares; 2024Q4: 3,862 shares; 2025Q1: 4,067 shares; 2025Q2: 3,965 shares; 2025Q3: 4,351 shares; 2025Q4: 3,931 shares; 2026Q1: 3,960 shares 3,960 $655K 0.08% +29 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: 1,677 shares; 2024Q4: not reported; 2025Q1: 7,169 shares; 2025Q2: 7,057 shares; 2025Q3: 6,578 shares; 2025Q4: 4,522 shares; 2026Q1: 3,329 shares 3,329 $642K 0.08% -1,193 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: 18,292 shares; 2024Q4: 16,805 shares; 2025Q1: 19,771 shares; 2025Q2: 18,876 shares; 2025Q3: 19,122 shares; 2025Q4: 15,357 shares; 2026Q1: 11,469 shares 11,469 $620K 0.08% -3,888 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: not reported; 2024Q4: not reported; 2025Q1: 3,398 shares; 2025Q2: 3,998 shares; 2025Q3: 3,570 shares; 2025Q4: 8,871 shares; 2026Q1: 10,999 shares 10,999 $619K 0.08% +2,128 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: 8,157 shares; 2024Q4: 4,961 shares; 2025Q1: 4,961 shares; 2025Q2: 4,935 shares; 2025Q3: 4,963 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares 4,964 $617K 0.08% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,384 shares; 2024Q4: 48,631 shares; 2025Q1: 32,218 shares; 2025Q2: 32,976 shares; 2025Q3: 34,459 shares; 2025Q4: 34,326 shares; 2026Q1: 28,467 shares 28,467 $617K 0.08% -5,859 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: 6,585 shares; 2024Q4: 7,354 shares; 2025Q1: 6,456 shares; 2025Q2: 7,716 shares; 2025Q3: 7,636 shares; 2025Q4: 7,543 shares; 2026Q1: 5,433 shares 5,433 $616K 0.08% -2,110 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: 24,885 shares; 2024Q4: 28,025 shares; 2025Q1: 32,041 shares; 2025Q2: 34,018 shares; 2025Q3: 35,663 shares; 2025Q4: 16,248 shares; 2026Q1: 13,555 shares 13,555 $613K 0.08% -2,693 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: 1,724 shares; 2025Q2: 1,738 shares; 2025Q3: 1,781 shares; 2025Q4: 1,768 shares; 2026Q1: 1,806 shares 1,806 $613K 0.08% +38 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,547 shares; 2025Q1: 4,698 shares; 2025Q2: 4,173 shares; 2025Q3: 8,768 shares; 2025Q4: 8,179 shares; 2026Q1: 8,462 shares 8,462 $604K 0.08% +283 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: 12,677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,218 shares; 2025Q3: 20,649 shares; 2025Q4: 20,712 shares; 2026Q1: 21,419 shares 21,419 $601K 0.07% +707 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: 4,997 shares; 2024Q4: 4,366 shares; 2025Q1: 3,221 shares; 2025Q2: 3,243 shares; 2025Q3: 2,434 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares 2,453 $599K 0.07% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,547 shares; 2025Q1: 8,541 shares; 2025Q2: 8,217 shares; 2025Q3: 7,952 shares; 2025Q4: 8,200 shares; 2026Q1: 8,705 shares 8,705 $592K 0.07% +505 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,776 shares; 2025Q3: 6,725 shares; 2025Q4: 10,595 shares; 2026Q1: 13,967 shares 13,967 $586K 0.07% +3,372 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 34,475 shares; 2025Q1: 34,400 shares; 2025Q2: 34,322 shares; 2025Q3: 27,835 shares; 2025Q4: 27,842 shares; 2026Q1: 27,996 shares 27,996 $580K 0.07% +154 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,287 shares; 2025Q2: 4,287 shares; 2025Q3: 4,291 shares; 2025Q4: 4,291 shares; 2026Q1: 4,291 shares 4,291 $562K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,019 shares; 2025Q4: 5,073 shares; 2026Q1: 5,090 shares 5,090 $561K 0.07% +17 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,963 shares; 2025Q4: 18,866 shares; 2026Q1: 9,002 shares 9,002 $560K 0.07% -9,864 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,609 shares; 2025Q2: 7,148 shares; 2025Q3: not reported; 2025Q4: 7,266 shares; 2026Q1: 10,964 shares 10,964 $552K 0.07% +3,698 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,225 shares; 2025Q1: 1,421 shares; 2025Q2: 1,398 shares; 2025Q3: 1,412 shares; 2025Q4: 1,427 shares; 2026Q1: 1,716 shares 1,716 $550K 0.07% +289 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 3,103 shares; 2025Q1: 1,644 shares; 2025Q2: 2,784 shares; 2025Q3: 3,027 shares; 2025Q4: 2,464 shares; 2026Q1: 2,600 shares 2,600 $546K 0.07% +136 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,706 shares; 2025Q1: 1,935 shares; 2025Q2: 2,999 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares 2,982 $544K 0.07% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares 2,279 $543K 0.07% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,528 shares; 2024Q4: 14,079 shares; 2025Q1: 22,264 shares; 2025Q2: 21,870 shares; 2025Q3: 21,359 shares; 2025Q4: 19,336 shares; 2026Q1: 17,484 shares 17,484 $534K 0.07% -1,852 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,274 shares; 2025Q1: 3,221 shares; 2025Q2: 3,229 shares; 2025Q3: 2,667 shares; 2025Q4: 3,333 shares; 2026Q1: 3,333 shares 3,333 $532K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,730 shares; 2025Q4: 3,805 shares; 2026Q1: 7,131 shares 7,131 $531K 0.07% +3,326 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: 1,241 shares; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 1,534 shares; 2025Q3: 1,542 shares; 2025Q4: 1,195 shares; 2026Q1: 1,891 shares 1,891 $504K 0.06% +696 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 445 shares; 2025Q2: 451 shares; 2025Q3: 450 shares; 2025Q4: 520 shares; 2026Q1: 547 shares 547 $503K 0.06% +27 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 7,065 shares; 2025Q1: 7,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,944 shares 6,944 $502K 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,055 shares; 2025Q1: 3,085 shares; 2025Q2: 3,111 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,046 shares 3,046 $501K 0.06% +33 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,545 shares; 2025Q3: 3,340 shares; 2025Q4: 3,372 shares; 2026Q1: 3,417 shares 3,417 $500K 0.06% +45 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: 3,010 shares; 2024Q4: 2,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,664 shares; 2025Q4: 7,395 shares; 2026Q1: 7,692 shares 7,692 $494K 0.06% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares 1,609 $489K 0.06% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,858 shares; 2026Q1: 2,911 shares 2,911 $483K 0.06% +53 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,405 shares; 2025Q1: 10,442 shares; 2025Q2: 11,284 shares; 2025Q3: 11,052 shares; 2025Q4: 10,239 shares; 2026Q1: 6,824 shares 6,824 $483K 0.06% -3,415 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: 3,413 shares; 2024Q4: 3,593 shares; 2025Q1: 3,807 shares; 2025Q2: 4,091 shares; 2025Q3: 3,985 shares; 2025Q4: 3,973 shares; 2026Q1: 4,517 shares 4,517 $475K 0.06% +544 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: 2,133 shares; 2024Q4: 2,896 shares; 2025Q1: 3,611 shares; 2025Q2: 3,460 shares; 2025Q3: 3,230 shares; 2025Q4: not reported; 2026Q1: 3,588 shares 3,588 $474K 0.06% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,247 shares; 2025Q1: 81,321 shares; 2025Q2: 18,041 shares; 2025Q3: 15,225 shares; 2025Q4: 13,380 shares; 2026Q1: 11,144 shares 11,144 $474K 0.06% -2,236 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: 6,270 shares; 2024Q4: 4,829 shares; 2025Q1: 6,152 shares; 2025Q2: 2,876 shares; 2025Q3: 2,583 shares; 2025Q4: 5,761 shares; 2026Q1: 6,051 shares 6,051 $455K 0.06% +290 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,022 shares; 2025Q1: 6,731 shares; 2025Q2: 8,005 shares; 2025Q3: 7,713 shares; 2025Q4: 7,736 shares; 2026Q1: 7,736 shares 7,736 $452K 0.06% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,362 shares; 2025Q3: 8,280 shares; 2025Q4: 8,207 shares; 2026Q1: 8,081 shares 8,081 $447K 0.06% -126 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 85,714 shares; 2025Q4: 85,714 shares; 2026Q1: 85,714 shares 85,714 $444K 0.06% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,599 shares; 2025Q1: 2,678 shares; 2025Q2: 2,632 shares; 2025Q3: 2,476 shares; 2025Q4: 2,019 shares; 2026Q1: 1,465 shares 1,465 $442K 0.06% -554 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,327 shares; 2025Q1: 4,663 shares; 2025Q2: 4,694 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,783 shares 4,783 $441K 0.05% -4 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 9,913 shares; 2025Q1: 7,708 shares; 2025Q2: 7,566 shares; 2025Q3: 7,566 shares; 2025Q4: 7,566 shares; 2026Q1: 7,416 shares 7,416 $430K 0.05% -150 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,961 shares; 2025Q4: 2,089 shares; 2026Q1: 3,069 shares 3,069 $428K 0.05% +980 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: 175 shares; 2024Q4: 210 shares; 2025Q1: 239 shares; 2025Q2: 233 shares; 2025Q3: 249 shares; 2025Q4: 240 shares; 2026Q1: 247 shares 247 $427K 0.05% +7 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,206 shares; 2025Q4: 2,891 shares; 2026Q1: 4,315 shares 4,315 $425K 0.05% +1,424 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: 1,354 shares; 2024Q4: 1,938 shares; 2025Q1: 1,820 shares; 2025Q2: 1,771 shares; 2025Q3: 1,888 shares; 2025Q4: 1,383 shares; 2026Q1: 1,876 shares 1,876 $424K 0.05% +493 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares; 2026Q1: 3,000 shares 3,000 $423K 0.05% +1,335 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 3,558 shares 3,558 $422K 0.05% +1,948 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 884 shares; 2025Q1: 1,396 shares; 2025Q2: 1,623 shares; 2025Q3: 1,701 shares; 2025Q4: 754 shares; 2026Q1: 1,264 shares 1,264 $422K 0.05% +510 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: 3,509 shares; 2024Q4: 3,416 shares; 2025Q1: 3,419 shares; 2025Q2: 4,700 shares; 2025Q3: 4,611 shares; 2025Q4: 4,529 shares; 2026Q1: 3,579 shares 3,579 $421K 0.05% -950 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: 1,428 shares; 2024Q4: 1,379 shares; 2025Q1: 1,504 shares; 2025Q2: 1,309 shares; 2025Q3: 1,292 shares; 2025Q4: 1,197 shares; 2026Q1: 1,326 shares 1,326 $417K 0.05% +129 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,956 shares; 2025Q2: 150,305 shares; 2025Q3: 326,813 shares; 2025Q4: 343,632 shares; 2026Q1: 7,582 shares 7,582 $414K 0.05% -336,050 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: 10,888 shares; 2024Q4: not reported; 2025Q1: 4,539 shares; 2025Q2: not reported; 2025Q3: 4,691 shares; 2025Q4: 7,447 shares; 2026Q1: 8,230 shares 8,230 $413K 0.05% +783 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,839 shares 4,839 $411K 0.05% new 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: 15,864 shares; 2024Q4: 17,061 shares; 2025Q1: 17,647 shares; 2025Q2: 17,085 shares; 2025Q3: 16,659 shares; 2025Q4: 13,814 shares; 2026Q1: 14,136 shares 14,136 $410K 0.05% +322 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: 1,373 shares; 2024Q4: 2,378 shares; 2025Q1: 3,438 shares; 2025Q2: 2,775 shares; 2025Q3: 2,141 shares; 2025Q4: 1,868 shares; 2026Q1: 1,882 shares 1,882 $409K 0.05% +14 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 7,046 shares; 2025Q1: 7,167 shares; 2025Q2: 7,743 shares; 2025Q3: 7,283 shares; 2025Q4: 6,789 shares; 2026Q1: 6,246 shares 6,246 $407K 0.05% -543 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,579 shares; 2025Q1: 12,049 shares; 2025Q2: 15,233 shares; 2025Q3: 14,246 shares; 2025Q4: 12,635 shares; 2026Q1: 6,165 shares 6,165 $404K 0.05% -6,470 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: 4,743 shares; 2024Q4: 2,740 shares; 2025Q1: 2,648 shares; 2025Q2: 2,639 shares; 2025Q3: 2,340 shares; 2025Q4: 2,297 shares; 2026Q1: 2,369 shares 2,369 $402K 0.05% +72 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 3,334 shares; 2025Q2: 4,139 shares; 2025Q3: 4,201 shares; 2025Q4: 3,812 shares; 2026Q1: 4,149 shares 4,149 $400K 0.05% +337 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,087 shares; 2025Q2: 6,087 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 7,859 shares 7,859 $398K 0.05% +134 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,663 shares; 2025Q3: 13,486 shares; 2025Q4: 14,350 shares; 2026Q1: 15,503 shares 15,503 $397K 0.05% +1,153 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,037 shares; 2026Q1: 2,518 shares 2,518 $396K 0.05% +481 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 2,923 shares; 2025Q4: 3,497 shares; 2026Q1: 3,528 shares 3,528 $395K 0.05% +31 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,298 shares; 2026Q1: 21,813 shares 21,813 $395K 0.05% +8,515 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares; 2026Q1: 998 shares 998 $387K 0.05% +63 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: 4,846 shares; 2025Q4: 5,235 shares; 2026Q1: 5,575 shares 5,575 $387K 0.05% +340 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,152 shares; 2025Q4: 10,347 shares; 2026Q1: 15,637 shares 15,637 $387K 0.05% +5,290 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 5,928 shares; 2025Q3: 5,820 shares; 2025Q4: 5,007 shares; 2026Q1: 5,029 shares 5,029 $382K 0.05% +22 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,250 shares; 2025Q3: 2,166 shares; 2025Q4: 2,154 shares; 2026Q1: 1,277 shares 1,277 $382K 0.05% -877 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: not reported; 2026Q1: 2,630 shares 2,630 $380K 0.05% new 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: 5,202 shares; 2024Q4: 5,468 shares; 2025Q1: 8,188 shares; 2025Q2: 6,095 shares; 2025Q3: 3,319 shares; 2025Q4: 3,327 shares; 2026Q1: 3,200 shares 3,200 $380K 0.05% -127 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,318 shares; 2025Q1: 4,822 shares; 2025Q2: 4,521 shares; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares; 2026Q1: 5,213 shares 5,213 $375K 0.05% +891 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,058 shares; 2025Q4: 13,687 shares; 2026Q1: 13,820 shares 13,820 $371K 0.05% +133 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,040 shares; 2025Q4: 6,225 shares; 2026Q1: 6,266 shares 6,266 $362K 0.05% +41 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,800 shares; 2024Q4: 74,998 shares; 2025Q1: 18,075 shares; 2025Q2: 7,818 shares; 2025Q3: 7,749 shares; 2025Q4: 33,841 shares; 2026Q1: 4,159 shares 4,159 $361K 0.04% -29,682 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: not reported; 2025Q1: 2,394 shares; 2025Q2: 2,319 shares; 2025Q3: 2,057 shares; 2025Q4: not reported; 2026Q1: 1,822 shares 1,822 $360K 0.04% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 216 shares; 2025Q4: 197 shares; 2026Q1: 188 shares 188 $360K 0.04% -9 Timeline IFRA 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: 45,089 shares; 2024Q4: 45,710 shares; 2025Q1: 8,246 shares; 2025Q2: 7,650 shares; 2025Q3: 7,645 shares; 2025Q4: 6,378 shares; 2026Q1: 6,282 shares 6,282 $359K 0.04% -96 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: 943 shares; 2024Q4: 915 shares; 2025Q1: 1,223 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares 1,226 $358K 0.04% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,839 shares; 2025Q1: 1,784 shares; 2025Q2: 1,702 shares; 2025Q3: 1,248 shares; 2025Q4: 1,283 shares; 2026Q1: 1,346 shares 1,346 $358K 0.04% +63 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,015 shares; 2025Q1: 915 shares; 2025Q2: 939 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 1,185 shares 1,185 $356K 0.04% +249 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,251 shares; 2025Q4: 1,459 shares; 2026Q1: 1,808 shares 1,808 $356K 0.04% +349 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,931 shares; 2024Q4: 10,141 shares; 2025Q1: 15,849 shares; 2025Q2: 18,344 shares; 2025Q3: 16,697 shares; 2025Q4: 7,943 shares; 2026Q1: 7,487 shares 7,487 $351K 0.04% -456 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,617 shares; 2025Q3: 3,570 shares; 2025Q4: 3,575 shares; 2026Q1: 3,896 shares 3,896 $351K 0.04% +321 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,128 shares 3,128 $347K 0.04% +128 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: not reported; 2025Q1: 7,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,626 shares 6,626 $340K 0.04% new Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,572 shares; 2024Q4: not reported; 2025Q1: 18,106 shares; 2025Q2: 18,544 shares; 2025Q3: 17,973 shares; 2025Q4: 17,845 shares; 2026Q1: 18,173 shares 18,173 $339K 0.04% +328 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,377 shares 7,377 $339K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 3,346 shares; 2025Q1: 2,270 shares; 2025Q2: 2,312 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares; 2026Q1: 2,063 shares 2,063 $339K 0.04% -33 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,202 shares; 2025Q3: 2,284 shares; 2025Q4: 2,171 shares; 2026Q1: 3,293 shares 3,293 $338K 0.04% +1,122 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: 1,048 shares; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 1,053 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 978 shares 978 $336K 0.04% +9 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,898 shares; 2026Q1: 5,618 shares 5,618 $333K 0.04% -280 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,928 shares; 2025Q2: 15,948 shares; 2025Q3: 15,795 shares; 2025Q4: 6,819 shares; 2026Q1: 6,551 shares 6,551 $331K 0.04% -268 Timeline TFI 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: 35,196 shares; 2024Q4: 35,192 shares; 2025Q1: 34,603 shares; 2025Q2: 18,178 shares; 2025Q3: 14,238 shares; 2025Q4: 13,358 shares; 2026Q1: 7,267 shares 7,267 $329K 0.04% -6,091 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 13,949 shares; 2025Q1: 13,868 shares; 2025Q2: not reported; 2025Q3: 16,464 shares; 2025Q4: 16,612 shares; 2026Q1: 17,875 shares 17,875 $329K 0.04% +1,263 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: 18,972 shares; 2024Q4: 6,279 shares; 2025Q1: 6,215 shares; 2025Q2: 5,213 shares; 2025Q3: 4,926 shares; 2025Q4: 5,170 shares; 2026Q1: 5,396 shares 5,396 $327K 0.04% +226 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,714 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares 2,430 $321K 0.04% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: not reported; 2025Q1: 4,159 shares; 2025Q2: 4,983 shares; 2025Q3: 4,975 shares; 2025Q4: 4,926 shares; 2026Q1: 4,881 shares 4,881 $315K 0.04% -45 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,139 shares; 2025Q3: 30,732 shares; 2025Q4: 33,360 shares; 2026Q1: 38,806 shares 38,806 $315K 0.04% +5,446 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 1,714 shares; 2025Q3: 1,776 shares; 2025Q4: 1,479 shares; 2026Q1: 1,492 shares 1,492 $309K 0.04% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,604 shares; 2026Q1: 1,655 shares 1,655 $303K 0.04% +51 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: 3,522 shares; 2024Q4: 4,394 shares; 2025Q1: 4,326 shares; 2025Q2: 3,680 shares; 2025Q3: 2,194 shares; 2025Q4: 1,251 shares; 2026Q1: 1,225 shares 1,225 $303K 0.04% -26 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,235 shares; 2025Q4: 2,238 shares; 2026Q1: 1,577 shares 1,577 $298K 0.04% -661 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 14,284 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 10,467 shares; 2026Q1: 1,364 shares 1,364 $291K 0.04% -9,103 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,923 shares 10,923 $290K 0.04% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,084 shares; 2025Q2: 7,090 shares; 2025Q3: 7,486 shares; 2025Q4: 7,486 shares; 2026Q1: 7,575 shares 7,575 $289K 0.04% +89 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: 931 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 933 shares; 2025Q4: 931 shares; 2026Q1: 931 shares 931 $289K 0.04% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,596 shares; 2025Q1: 3,659 shares; 2025Q2: 3,596 shares; 2025Q3: 3,596 shares; 2025Q4: 3,596 shares; 2026Q1: 3,596 shares 3,596 $284K 0.04% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,671 shares 1,671 $282K 0.04% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 17,044 shares; 2025Q1: 18,035 shares; 2025Q2: 17,324 shares; 2025Q3: 17,345 shares; 2025Q4: 17,345 shares; 2026Q1: 17,765 shares 17,765 $278K 0.03% +420 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: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares 1,278 $277K 0.03% 0 Timeline SUSB 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: 57,087 shares; 2024Q4: 100,079 shares; 2025Q1: 25,853 shares; 2025Q2: 22,449 shares; 2025Q3: 22,126 shares; 2025Q4: 17,526 shares; 2026Q1: 10,901 shares 10,901 $273K 0.03% -6,625 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 2,926 shares 2,926 $272K 0.03% +244 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares 1,388 $272K 0.03% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 7,942 shares; 2025Q1: 7,926 shares; 2025Q2: 6,123 shares; 2025Q3: 5,941 shares; 2025Q4: 5,768 shares; 2026Q1: 5,772 shares 5,772 $271K 0.03% +4 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: 4,143 shares; 2024Q4: 3,396 shares; 2025Q1: 4,398 shares; 2025Q2: 2,638 shares; 2025Q3: 2,653 shares; 2025Q4: 2,653 shares; 2026Q1: 2,642 shares 2,642 $271K 0.03% -11 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $269K 0.03% 0 Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255,031 shares; 2025Q1: 578,962 shares; 2025Q2: 302,662 shares; 2025Q3: 118,462 shares; 2025Q4: 118,462 shares; 2026Q1: 118,462 shares 118,462 $267K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $265K 0.03% 0 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: 362 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $262K 0.03% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 5,167 shares; 2025Q1: 5,530 shares; 2025Q2: 3,773 shares; 2025Q3: 4,798 shares; 2025Q4: 5,350 shares; 2026Q1: 2,551 shares 2,551 $260K 0.03% -2,799 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: 648 shares; 2024Q4: 737 shares; 2025Q1: 746 shares; 2025Q2: 715 shares; 2025Q3: 793 shares; 2025Q4: 761 shares; 2026Q1: 794 shares 794 $256K 0.03% +33 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: 5,517 shares; 2024Q4: 3,802 shares; 2025Q1: 4,640 shares; 2025Q2: 2,517 shares; 2025Q3: 1,993 shares; 2025Q4: 2,081 shares; 2026Q1: 1,974 shares 1,974 $254K 0.03% -107 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: 293 shares; 2024Q4: 281 shares; 2025Q1: 241 shares; 2025Q2: 260 shares; 2025Q3: 253 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $251K 0.03% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $251K 0.03% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,231 shares 2,231 $251K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares 731 $248K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,700 shares 3,700 $246K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,350 shares; 2026Q1: 6,067 shares 6,067 $245K 0.03% -2,283 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 183 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $244K 0.03% 0 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: not reported; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,027 shares; 2025Q4: 953 shares; 2026Q1: 968 shares 968 $242K 0.03% +15 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,130 shares; 2025Q1: 2,830 shares; 2025Q2: 4,436 shares; 2025Q3: 4,136 shares; 2025Q4: 3,836 shares; 2026Q1: 3,536 shares 3,536 $241K 0.03% -300 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,382 shares; 2025Q1: 4,594 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 2,556 shares; 2026Q1: 2,556 shares 2,556 $237K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $236K 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 467 shares; 2026Q1: 475 shares 475 $233K 0.03% +8 Timeline ADUR ADURO CLEAN TECHNOLOGIES INC More: the full row for ADURO CLEAN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,200 shares; 2025Q1: 22,200 shares; 2025Q2: 22,200 shares; 2025Q3: 22,200 shares; 2025Q4: 22,200 shares; 2026Q1: 22,200 shares 22,200 $233K 0.03% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,912 shares; 2025Q1: 1,909 shares; 2025Q2: 3,191 shares; 2025Q3: 3,060 shares; 2025Q4: 1,840 shares; 2026Q1: 1,408 shares 1,408 $231K 0.03% -432 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 886 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $230K 0.03% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,427 shares 1,427 $229K 0.03% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 498 shares; 2025Q4: 414 shares; 2026Q1: 419 shares 419 $228K 0.03% +5 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,939 shares; 2024Q4: 35,671 shares; 2025Q1: 34,298 shares; 2025Q2: 32,821 shares; 2025Q3: 25,473 shares; 2025Q4: 15,785 shares; 2026Q1: 9,558 shares 9,558 $228K 0.03% -6,227 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 384 shares 384 $226K 0.03% +32 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares 1,640 $225K 0.03% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,137 shares; 2024Q4: 14,095 shares; 2025Q1: 6,393 shares; 2025Q2: 6,333 shares; 2025Q3: 5,977 shares; 2025Q4: 2,933 shares; 2026Q1: 2,062 shares 2,062 $220K 0.03% -871 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: 854 shares; 2024Q4: 813 shares; 2025Q1: 793 shares; 2025Q2: 789 shares; 2025Q3: 857 shares; 2025Q4: 617 shares; 2026Q1: 656 shares 656 $216K 0.03% +39 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,559 shares; 2025Q4: not reported; 2026Q1: 9,576 shares 9,576 $215K 0.03% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,262 shares; 2024Q4: 7,606 shares; 2025Q1: 6,072 shares; 2025Q2: 3,694 shares; 2025Q3: 2,695 shares; 2025Q4: 2,284 shares; 2026Q1: 2,594 shares 2,594 $214K 0.03% +310 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 3,347 shares; 2025Q3: 3,337 shares; 2025Q4: 3,270 shares; 2026Q1: 1,704 shares 1,704 $213K 0.03% -1,566 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,317 shares; 2025Q2: 6,064 shares; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares; 2026Q1: 4,921 shares 4,921 $212K 0.03% -1,129 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 1,234 shares; 2025Q3: 573 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $205K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares; 2026Q1: 1,180 shares 1,180 $201K 0.03% +95 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,622 shares; 2025Q4: 2,714 shares; 2026Q1: 2,906 shares 2,906 $201K 0.03% +192 Timeline OIS OIL STS INTL INC More: the full row for OIL STS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,397 shares 15,397 $179K 0.02% new Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,113 shares 14,113 $177K 0.02% new Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,679 shares 16,679 $138K 0.02% new Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,389 shares; 2026Q1: 21,079 shares 21,079 $135K 0.02% +1,690 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 10,045 shares; 2025Q1: 10,045 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: 10,045 shares; 2026Q1: 10,045 shares 10,045 $125K 0.02% 0 Timeline TBCH TURTLE BEACH CORP More: the full row for TURTLE BEACH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,504 shares 10,504 $107K 0.01% new Timeline ANGI ANGI INC More: the full row for ANGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,859 shares; 2025Q4: not reported; 2026Q1: 14,038 shares 14,038 $96.2K 0.01% new Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,381 shares; 2026Q1: 12,974 shares 12,974 $94.5K 0.01% +593 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,066 shares 10,066 $89K 0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $44.6K 0.01% new Timeline