BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,483,688 shares; 2024Q4: 9,482,301 shares; 2025Q1: 9,495,686 shares; 2025Q2: 9,501,249 shares; 2025Q3: 9,480,551 shares; 2025Q4: 9,480,665 shares; 2026Q1: 9,481,821 shares 9,481,821 $342M 12.88% +1,156 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481,980 shares; 2024Q4: 1,481,980 shares; 2025Q1: 1,601,904 shares; 2025Q2: 1,627,973 shares; 2025Q3: 1,627,973 shares; 2025Q4: 1,627,973 shares; 2026Q1: 1,727,873 shares 1,727,873 $72.7M 2.74% +99,900 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672,961 shares; 2024Q4: 312,100 shares; 2025Q1: 1,212,305 shares; 2025Q2: 1,408,330 shares; 2025Q3: 1,473,892 shares; 2025Q4: 1,647,295 shares; 2026Q1: 1,533,817 shares 1,533,817 $69.3M 2.61% -113,478 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: 151,292 shares; 2024Q4: 151,271 shares; 2025Q1: 153,358 shares; 2025Q2: 153,069 shares; 2025Q3: 155,744 shares; 2025Q4: 154,732 shares; 2026Q1: 157,824 shares 157,824 $58.4M 2.2% +3,092 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: 223,982 shares; 2024Q4: 231,017 shares; 2025Q1: 261,880 shares; 2025Q2: 252,484 shares; 2025Q3: 248,302 shares; 2025Q4: 236,534 shares; 2026Q1: 198,681 shares 198,681 $50.4M 1.9% -37,853 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: 195,391 shares; 2024Q4: 193,717 shares; 2025Q1: 227,656 shares; 2025Q2: 291,000 shares; 2025Q3: 297,264 shares; 2025Q4: 293,486 shares; 2026Q1: 277,269 shares 277,269 $48.4M 1.82% -16,217 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: 240,458 shares; 2024Q4: 234,276 shares; 2025Q1: 235,255 shares; 2025Q2: 235,976 shares; 2025Q3: 229,635 shares; 2025Q4: 238,235 shares; 2026Q1: 225,530 shares 225,530 $47M 1.77% -12,705 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: 176,833 shares; 2024Q4: 174,283 shares; 2025Q1: 176,451 shares; 2025Q2: 173,847 shares; 2025Q3: 171,329 shares; 2025Q4: 152,147 shares; 2026Q1: 139,800 shares 139,800 $40.2M 1.51% -12,347 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,574 shares; 2024Q4: 213,332 shares; 2025Q1: 194,740 shares; 2025Q2: 768,864 shares; 2025Q3: 800,823 shares; 2025Q4: 854,093 shares; 2026Q1: 769,625 shares 769,625 $37.7M 1.42% -84,468 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184,782 shares; 2024Q4: 610,684 shares; 2025Q1: 850,394 shares; 2025Q2: 781,056 shares; 2025Q3: 799,891 shares; 2025Q4: 875,591 shares; 2026Q1: 804,597 shares 804,597 $36.7M 1.38% -70,994 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,479 shares; 2024Q4: 256,726 shares; 2025Q1: 264,920 shares; 2025Q2: 678,763 shares; 2025Q3: 708,314 shares; 2025Q4: 763,071 shares; 2026Q1: 689,853 shares 689,853 $36.4M 1.37% -73,218 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532,011 shares; 2025Q1: 535,057 shares; 2025Q2: 859,169 shares; 2025Q3: 907,024 shares; 2025Q4: 1,001,543 shares; 2026Q1: 913,060 shares 913,060 $34M 1.28% -88,483 Timeline JBND 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: 789,734 shares; 2024Q4: 797,106 shares; 2025Q1: 628,163 shares; 2025Q2: 612,640 shares; 2025Q3: 624,973 shares; 2025Q4: 683,422 shares; 2026Q1: 626,242 shares 626,242 $33.7M 1.27% -57,180 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,273 shares; 2024Q4: 589,125 shares; 2025Q1: 599,780 shares; 2025Q2: 798,187 shares; 2025Q3: 850,802 shares; 2025Q4: 942,337 shares; 2026Q1: 860,187 shares 860,187 $33.5M 1.26% -82,150 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,817 shares; 2024Q4: 137,339 shares; 2025Q1: 140,191 shares; 2025Q2: 109,538 shares; 2025Q3: 110,988 shares; 2025Q4: 106,151 shares; 2026Q1: 99,130 shares 99,130 $30.7M 1.15% -7,021 Timeline JIRE 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: 251,153 shares; 2024Q4: 249,978 shares; 2025Q1: 251,528 shares; 2025Q2: 351,234 shares; 2025Q3: 376,660 shares; 2025Q4: 423,633 shares; 2026Q1: 393,272 shares 393,272 $29.8M 1.12% -30,361 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: 106,421 shares; 2024Q4: 103,303 shares; 2025Q1: 96,296 shares; 2025Q2: 96,629 shares; 2025Q3: 99,146 shares; 2025Q4: 95,554 shares; 2026Q1: 90,593 shares 90,593 $26.6M 1% -4,961 Timeline CLOA 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: 379,908 shares; 2024Q4: 391,778 shares; 2025Q1: 435,384 shares; 2025Q2: 477,253 shares; 2025Q3: 502,315 shares; 2025Q4: 559,818 shares; 2026Q1: 512,982 shares 512,982 $26.6M 1% -46,836 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: not reported; 2024Q4: not reported; 2025Q1: 369,803 shares; 2025Q2: 445,975 shares; 2025Q3: 458,739 shares; 2025Q4: 507,063 shares; 2026Q1: 465,796 shares 465,796 $24.2M 0.91% -41,267 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: 12,700 shares; 2024Q4: 11,731 shares; 2025Q1: 11,285 shares; 2025Q2: 10,978 shares; 2025Q3: 10,629 shares; 2025Q4: 39,396 shares; 2026Q1: 36,029 shares 36,029 $23.4M 0.88% -3,367 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: 51,137 shares; 2024Q4: 50,146 shares; 2025Q1: 50,815 shares; 2025Q2: 50,006 shares; 2025Q3: 50,727 shares; 2025Q4: 49,791 shares; 2026Q1: 46,839 shares 46,839 $22.4M 0.84% -2,952 Timeline SCMB 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: 481,159 shares; 2024Q4: 539,702 shares; 2025Q1: 669,251 shares; 2025Q2: 755,515 shares; 2025Q3: 780,936 shares; 2025Q4: 894,144 shares; 2026Q1: 845,235 shares 845,235 $21.5M 0.81% -48,909 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 8,025 shares; 2025Q1: 8,125 shares; 2025Q2: 8,135 shares; 2025Q3: 8,135 shares; 2025Q4: 9,635 shares; 2026Q1: 422,489 shares 422,489 $21.3M 0.8% +412,854 Timeline JEMA 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: 250,321 shares; 2024Q4: 252,792 shares; 2025Q1: 261,891 shares; 2025Q2: 393,078 shares; 2025Q3: 408,024 shares; 2025Q4: 430,251 shares; 2026Q1: 392,944 shares 392,944 $20.4M 0.77% -37,307 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,574 shares; 2024Q4: 359,569 shares; 2025Q1: 373,445 shares; 2025Q2: 575,473 shares; 2025Q3: 597,624 shares; 2025Q4: 632,251 shares; 2026Q1: 578,446 shares 578,446 $19.8M 0.75% -53,805 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,720 shares; 2024Q4: 525,840 shares; 2025Q1: 533,026 shares; 2025Q2: 578,272 shares; 2025Q3: 600,534 shares; 2025Q4: 640,923 shares; 2026Q1: 584,856 shares 584,856 $19.8M 0.75% -56,067 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,404 shares; 2024Q4: 307,568 shares; 2025Q1: 318,932 shares; 2025Q2: 486,194 shares; 2025Q3: 507,496 shares; 2025Q4: 538,868 shares; 2026Q1: 492,666 shares 492,666 $19.8M 0.74% -46,202 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: 77,236 shares; 2024Q4: 76,871 shares; 2025Q1: 76,409 shares; 2025Q2: 76,321 shares; 2025Q3: 74,344 shares; 2025Q4: 71,356 shares; 2026Q1: 68,609 shares 68,609 $19.7M 0.74% -2,747 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 19,231 shares; 2025Q1: 18,306 shares; 2025Q2: 21,420 shares; 2025Q3: 20,605 shares; 2025Q4: 19,304 shares; 2026Q1: 13,925 shares 13,925 $19.2M 0.72% -5,379 Timeline BBIN 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: 292,783 shares; 2024Q4: 296,475 shares; 2025Q1: 303,354 shares; 2025Q2: 408,701 shares; 2025Q3: 439,015 shares; 2025Q4: 489,352 shares; 2026Q1: 260,154 shares 260,154 $19M 0.72% -229,198 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: 77,610 shares; 2024Q4: 50,078 shares; 2025Q1: 92,164 shares; 2025Q2: 88,017 shares; 2025Q3: 88,418 shares; 2025Q4: 82,361 shares; 2026Q1: 75,774 shares 75,774 $18.5M 0.7% -6,587 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: 28,301 shares; 2024Q4: 28,358 shares; 2025Q1: 28,364 shares; 2025Q2: 28,235 shares; 2025Q3: 28,827 shares; 2025Q4: 35,198 shares; 2026Q1: 27,007 shares 27,007 $17.6M 0.66% -8,191 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,458 shares; 2024Q4: 35,317 shares; 2025Q1: 36,407 shares; 2025Q2: 35,593 shares; 2025Q3: 34,420 shares; 2025Q4: 35,225 shares; 2026Q1: 34,001 shares 34,001 $16.9M 0.63% -1,224 Timeline USIG 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: 205,099 shares; 2024Q4: 206,531 shares; 2025Q1: 269,797 shares; 2025Q2: 310,087 shares; 2025Q3: 324,489 shares; 2025Q4: 365,936 shares; 2026Q1: 324,821 shares 324,821 $16.6M 0.63% -41,115 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: 105,457 shares; 2024Q4: 104,873 shares; 2025Q1: 114,806 shares; 2025Q2: 116,256 shares; 2025Q3: 114,587 shares; 2025Q4: 111,610 shares; 2026Q1: 103,511 shares 103,511 $16.5M 0.62% -8,099 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,654 shares; 2024Q4: 96,619 shares; 2025Q1: 100,543 shares; 2025Q2: 99,910 shares; 2025Q3: 103,602 shares; 2025Q4: 99,853 shares; 2026Q1: 99,162 shares 99,162 $14.3M 0.54% -691 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171,450 shares 171,450 $14.2M 0.53% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000,528 shares; 2024Q4: 990,587 shares; 2025Q1: 618,710 shares; 2025Q2: 576,031 shares; 2025Q3: 578,967 shares; 2025Q4: 626,745 shares; 2026Q1: 582,715 shares 582,715 $14M 0.53% -44,030 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,356 shares; 2024Q4: 186,516 shares; 2025Q1: 221,924 shares; 2025Q2: 233,236 shares; 2025Q3: 242,788 shares; 2025Q4: 317,485 shares; 2026Q1: 277,181 shares 277,181 $14M 0.52% -40,304 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: 19,524 shares; 2024Q4: 19,984 shares; 2025Q1: 22,934 shares; 2025Q2: 21,616 shares; 2025Q3: 22,887 shares; 2025Q4: 26,004 shares; 2026Q1: 23,525 shares 23,525 $13.5M 0.51% -2,479 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: 181,884 shares; 2024Q4: 172,887 shares; 2025Q1: 177,396 shares; 2025Q2: 175,264 shares; 2025Q3: 173,492 shares; 2025Q4: 172,689 shares; 2026Q1: 77,266 shares 77,266 $13.1M 0.49% -95,423 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: 48,025 shares; 2024Q4: 47,279 shares; 2025Q1: 51,395 shares; 2025Q2: 50,918 shares; 2025Q3: 47,159 shares; 2025Q4: 44,593 shares; 2026Q1: 41,827 shares 41,827 $12.6M 0.48% -2,766 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,243 shares; 2024Q4: 46,550 shares; 2025Q1: 162,353 shares; 2025Q2: 249,329 shares; 2025Q3: 393,039 shares; 2025Q4: 394,756 shares; 2026Q1: 370,653 shares 370,653 $12.5M 0.47% -24,103 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,744 shares; 2025Q4: 154,008 shares; 2026Q1: 144,523 shares 144,523 $12.4M 0.47% -9,485 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,071 shares 143,071 $11.8M 0.45% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,136 shares; 2024Q4: 41,703 shares; 2025Q1: 44,955 shares; 2025Q2: 44,743 shares; 2025Q3: 44,359 shares; 2025Q4: 44,721 shares; 2026Q1: 40,685 shares 40,685 $11.5M 0.43% -4,036 Timeline FNDX 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: 409,395 shares; 2024Q4: 411,466 shares; 2025Q1: 409,620 shares; 2025Q2: 409,622 shares; 2025Q3: 409,430 shares; 2025Q4: 409,098 shares; 2026Q1: 409,100 shares 409,100 $11.4M 0.43% +2 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,002 shares; 2024Q4: 73,015 shares; 2025Q1: 66,810 shares; 2025Q2: 42,878 shares; 2025Q3: 42,563 shares; 2025Q4: 88,298 shares; 2026Q1: 85,103 shares 85,103 $11.3M 0.43% -3,195 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,417 shares; 2024Q4: 49,882 shares; 2025Q1: 53,899 shares; 2025Q2: 61,277 shares; 2025Q3: 61,278 shares; 2025Q4: 58,717 shares; 2026Q1: 53,636 shares 53,636 $11.2M 0.42% -5,081 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: 156,955 shares; 2024Q4: 157,736 shares; 2025Q1: 177,797 shares; 2025Q2: 198,618 shares; 2025Q3: 202,987 shares; 2025Q4: 233,865 shares; 2026Q1: 221,487 shares 221,487 $10.8M 0.41% -12,378 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,374 shares; 2024Q4: 54,417 shares; 2025Q1: 58,529 shares; 2025Q2: 58,512 shares; 2025Q3: 59,082 shares; 2025Q4: 56,646 shares; 2026Q1: 52,466 shares 52,466 $10.4M 0.39% -4,180 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: 10,625 shares; 2024Q4: 10,470 shares; 2025Q1: 12,270 shares; 2025Q2: 12,118 shares; 2025Q3: 11,523 shares; 2025Q4: 10,419 shares; 2026Q1: 10,431 shares 10,431 $10.4M 0.39% +12 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,514 shares; 2024Q4: 190,277 shares; 2025Q1: 118,633 shares; 2025Q2: 104,443 shares; 2025Q3: 108,088 shares; 2025Q4: 119,706 shares; 2026Q1: 108,429 shares 108,429 $10.3M 0.39% -11,277 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: 138,417 shares; 2024Q4: 137,491 shares; 2025Q1: 143,382 shares; 2025Q2: 143,117 shares; 2025Q3: 145,912 shares; 2025Q4: 141,215 shares; 2026Q1: 133,605 shares 133,605 $10.2M 0.38% -7,610 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: 31,160 shares; 2024Q4: 31,102 shares; 2025Q1: 33,227 shares; 2025Q2: 97,659 shares; 2025Q3: 99,808 shares; 2025Q4: 99,445 shares; 2026Q1: 88,922 shares 88,922 $10.1M 0.38% -10,523 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,668 shares; 2024Q4: 24,733 shares; 2025Q1: 37,958 shares; 2025Q2: 49,942 shares; 2025Q3: 50,413 shares; 2025Q4: 56,393 shares; 2026Q1: 47,624 shares 47,624 $9.91M 0.37% -8,769 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,654 shares; 2024Q4: 77,162 shares; 2025Q1: 81,165 shares; 2025Q2: 80,801 shares; 2025Q3: 80,737 shares; 2025Q4: 73,587 shares; 2026Q1: 69,398 shares 69,398 $9.09M 0.34% -4,189 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: 14,944 shares; 2024Q4: 14,980 shares; 2025Q1: 14,184 shares; 2025Q2: 15,523 shares; 2025Q3: 15,610 shares; 2025Q4: 16,907 shares; 2026Q1: 15,695 shares 15,695 $9.06M 0.34% -1,212 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: 16,686 shares; 2024Q4: 17,149 shares; 2025Q1: 19,808 shares; 2025Q2: 17,687 shares; 2025Q3: 17,927 shares; 2025Q4: 17,339 shares; 2026Q1: 9,796 shares 9,796 $9.01M 0.34% -7,543 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,345 shares; 2024Q4: 10,061 shares; 2025Q1: 10,652 shares; 2025Q2: 10,672 shares; 2025Q3: 10,744 shares; 2025Q4: 10,766 shares; 2026Q1: 10,002 shares 10,002 $8.95M 0.34% -764 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: 97,031 shares; 2024Q4: 95,981 shares; 2025Q1: 99,333 shares; 2025Q2: 101,340 shares; 2025Q3: 90,837 shares; 2025Q4: 89,541 shares; 2026Q1: 86,541 shares 86,541 $8.89M 0.33% -3,000 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,138 shares; 2024Q4: 65,784 shares; 2025Q1: 50,152 shares; 2025Q2: 51,491 shares; 2025Q3: 51,156 shares; 2025Q4: 60,461 shares; 2026Q1: 57,435 shares 57,435 $8.63M 0.32% -3,026 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,801 shares; 2024Q4: 38,917 shares; 2025Q1: 48,326 shares; 2025Q2: 47,582 shares; 2025Q3: 48,465 shares; 2025Q4: 47,976 shares; 2026Q1: 44,265 shares 44,265 $8.5M 0.32% -3,711 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: 12,123 shares; 2024Q4: 13,103 shares; 2025Q1: 13,165 shares; 2025Q2: 13,111 shares; 2025Q3: 13,818 shares; 2025Q4: 16,298 shares; 2026Q1: 13,992 shares 13,992 $8.36M 0.31% -2,306 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,198 shares; 2024Q4: 319,301 shares; 2025Q1: 327,653 shares; 2025Q2: 339,146 shares; 2025Q3: 347,330 shares; 2025Q4: 375,691 shares; 2026Q1: 352,415 shares 352,415 $8.36M 0.31% -23,276 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,127 shares; 2025Q2: 128,894 shares; 2025Q3: 252,727 shares; 2025Q4: 255,855 shares; 2026Q1: 235,419 shares 235,419 $8.34M 0.31% -20,436 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,658 shares; 2024Q4: 35,788 shares; 2025Q1: 39,285 shares; 2025Q2: 41,159 shares; 2025Q3: 40,391 shares; 2025Q4: 43,560 shares; 2026Q1: 43,700 shares 43,700 $8.16M 0.31% +140 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,894 shares; 2024Q4: 50,218 shares; 2025Q1: 98,833 shares; 2025Q2: 58,541 shares; 2025Q3: 67,242 shares; 2025Q4: 71,245 shares; 2026Q1: 67,542 shares 67,542 $8.12M 0.31% -3,703 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,514 shares; 2024Q4: 130,358 shares; 2025Q1: 109,453 shares; 2025Q2: 106,586 shares; 2025Q3: 107,619 shares; 2025Q4: 106,752 shares; 2026Q1: 97,824 shares 97,824 $8M 0.3% -8,928 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,389 shares; 2025Q2: 224,234 shares; 2025Q3: 240,356 shares; 2025Q4: 274,908 shares; 2026Q1: 254,736 shares 254,736 $7.46M 0.28% -20,172 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: 10,968 shares; 2024Q4: 15,018 shares; 2025Q1: 85,835 shares; 2025Q2: 86,171 shares; 2025Q3: 89,924 shares; 2025Q4: 107,561 shares; 2026Q1: 98,978 shares 98,978 $7.12M 0.27% -8,583 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 15,098 shares; 2025Q1: 15,820 shares; 2025Q2: 15,648 shares; 2025Q3: 15,680 shares; 2025Q4: 15,061 shares; 2026Q1: 14,086 shares 14,086 $7.04M 0.26% -975 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,435 shares; 2025Q1: 35,280 shares; 2025Q2: 37,772 shares; 2025Q3: 39,444 shares; 2025Q4: 43,909 shares; 2026Q1: 40,610 shares 40,610 $6.86M 0.26% -3,299 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: 3,866 shares; 2024Q4: 3,889 shares; 2025Q1: 3,310 shares; 2025Q2: 6,066 shares; 2025Q3: 6,038 shares; 2025Q4: 65,472 shares; 2026Q1: 70,953 shares 70,953 $6.82M 0.26% +5,481 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,524 shares; 2024Q4: 51,347 shares; 2025Q1: 77,835 shares; 2025Q2: 70,375 shares; 2025Q3: 69,729 shares; 2025Q4: 77,837 shares; 2026Q1: 68,651 shares 68,651 $6.8M 0.26% -9,186 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,203 shares; 2024Q4: 72,957 shares; 2025Q1: 75,206 shares; 2025Q2: 74,718 shares; 2025Q3: 76,865 shares; 2025Q4: 79,831 shares; 2026Q1: 72,883 shares 72,883 $6.77M 0.25% -6,948 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 19,278 shares; 2025Q1: 27,243 shares; 2025Q2: 29,018 shares; 2025Q3: 31,975 shares; 2025Q4: 34,479 shares; 2026Q1: 34,936 shares 34,936 $6.62M 0.25% +457 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: 64,171 shares; 2024Q4: 64,599 shares; 2025Q1: 66,022 shares; 2025Q2: 69,683 shares; 2025Q3: 73,957 shares; 2025Q4: 82,723 shares; 2026Q1: 74,468 shares 74,468 $6.46M 0.24% -8,255 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,133 shares; 2025Q2: 116,353 shares; 2025Q3: 118,663 shares; 2025Q4: 120,087 shares; 2026Q1: 104,482 shares 104,482 $6.41M 0.24% -15,605 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 28,850 shares; 2025Q1: 23,563 shares; 2025Q2: 21,385 shares; 2025Q3: 23,023 shares; 2025Q4: 27,708 shares; 2026Q1: 24,959 shares 24,959 $6.26M 0.24% -2,749 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: 6,751 shares; 2024Q4: 6,619 shares; 2025Q1: 6,900 shares; 2025Q2: 98,001 shares; 2025Q3: 79,396 shares; 2025Q4: 72,035 shares; 2026Q1: 66,177 shares 66,177 $6.11M 0.23% -5,858 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,989 shares; 2024Q4: 20,769 shares; 2025Q1: 19,078 shares; 2025Q2: 18,983 shares; 2025Q3: 19,054 shares; 2025Q4: 19,157 shares; 2026Q1: 18,559 shares 18,559 $6.1M 0.23% -598 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,663 shares; 2025Q3: 165,250 shares; 2025Q4: 166,081 shares; 2026Q1: 143,242 shares 143,242 $6.09M 0.23% -22,839 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,250 shares; 2025Q1: 9,199 shares; 2025Q2: 9,103 shares; 2025Q3: 8,982 shares; 2025Q4: 7,301 shares; 2026Q1: 8,475 shares 8,475 $5.91M 0.22% +1,174 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: 5,104 shares; 2024Q4: 4,380 shares; 2025Q1: 4,276 shares; 2025Q2: 23,542 shares; 2025Q3: 24,962 shares; 2025Q4: 33,399 shares; 2026Q1: 30,644 shares 30,644 $5.91M 0.22% -2,755 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,665 shares; 2026Q1: 122,134 shares 122,134 $5.9M 0.22% +36,469 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: 65,717 shares; 2024Q4: 67,155 shares; 2025Q1: 71,773 shares; 2025Q2: 66,290 shares; 2025Q3: 65,199 shares; 2025Q4: 42,378 shares; 2026Q1: 39,889 shares 39,889 $5.87M 0.22% -2,489 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 44,379 shares; 2025Q1: 47,399 shares; 2025Q2: 52,674 shares; 2025Q3: 52,704 shares; 2025Q4: 49,459 shares; 2026Q1: 46,000 shares 46,000 $5.85M 0.22% -3,459 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: 9,599 shares; 2024Q4: 9,675 shares; 2025Q1: 9,854 shares; 2025Q2: 9,625 shares; 2025Q3: 9,392 shares; 2025Q4: 10,711 shares; 2026Q1: 13,241 shares 13,241 $5.78M 0.22% +2,530 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,008 shares; 2024Q4: 66,974 shares; 2025Q1: 71,262 shares; 2025Q2: 71,149 shares; 2025Q3: 74,923 shares; 2025Q4: 77,702 shares; 2026Q1: 68,936 shares 68,936 $5.77M 0.22% -8,766 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,175 shares; 2024Q4: 79,540 shares; 2025Q1: 91,830 shares; 2025Q2: 91,519 shares; 2025Q3: 94,599 shares; 2025Q4: 102,363 shares; 2026Q1: 94,189 shares 94,189 $5.75M 0.22% -8,174 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,140 shares; 2025Q2: 19,936 shares; 2025Q3: 22,092 shares; 2025Q4: 19,350 shares; 2026Q1: 49,252 shares 49,252 $5.73M 0.22% +29,902 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: 28,147 shares; 2024Q4: 27,338 shares; 2025Q1: 26,237 shares; 2025Q2: 22,435 shares; 2025Q3: 32,407 shares; 2025Q4: 96,157 shares; 2026Q1: 92,264 shares 92,264 $5.6M 0.21% -3,893 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: 20,388 shares; 2024Q4: 21,205 shares; 2025Q1: 20,813 shares; 2025Q2: 19,826 shares; 2025Q3: 19,621 shares; 2025Q4: 23,999 shares; 2026Q1: 28,381 shares 28,381 $5.57M 0.21% +4,382 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: 30,100 shares; 2024Q4: 29,864 shares; 2025Q1: 30,570 shares; 2025Q2: 31,309 shares; 2025Q3: 30,290 shares; 2025Q4: 28,029 shares; 2026Q1: 25,441 shares 25,441 $5.53M 0.21% -2,588 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 13,529 shares; 2025Q1: 17,237 shares; 2025Q2: 16,203 shares; 2025Q3: 17,030 shares; 2025Q4: 17,178 shares; 2026Q1: 15,420 shares 15,420 $5.52M 0.21% -1,758 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,135 shares; 2024Q4: 18,111 shares; 2025Q1: 18,789 shares; 2025Q2: 19,132 shares; 2025Q3: 19,989 shares; 2025Q4: 28,173 shares; 2026Q1: 24,994 shares 24,994 $5.38M 0.2% -3,179 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 27,545 shares; 2025Q1: 29,019 shares; 2025Q2: 29,466 shares; 2025Q3: 29,777 shares; 2025Q4: 36,147 shares; 2026Q1: 48,634 shares 48,634 $5.31M 0.2% +12,487 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,226 shares; 2025Q1: 11,953 shares; 2025Q2: 11,730 shares; 2025Q3: 11,643 shares; 2025Q4: 10,499 shares; 2026Q1: 9,502 shares 9,502 $5.22M 0.2% -997 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: 17,736 shares; 2025Q3: 17,790 shares; 2025Q4: 19,595 shares; 2026Q1: 18,991 shares 18,991 $5.14M 0.19% -604 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,378 shares; 2025Q2: 232,937 shares; 2025Q3: 243,281 shares; 2025Q4: 261,495 shares; 2026Q1: 157,678 shares 157,678 $5.12M 0.19% -103,817 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: 7,682 shares; 2024Q4: 8,925 shares; 2025Q1: 20,096 shares; 2025Q2: 19,474 shares; 2025Q3: 19,468 shares; 2025Q4: 19,588 shares; 2026Q1: 17,797 shares 17,797 $5.05M 0.19% -1,791 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,323 shares; 2024Q4: 29,534 shares; 2025Q1: 33,782 shares; 2025Q2: 34,000 shares; 2025Q3: 34,385 shares; 2025Q4: 37,428 shares; 2026Q1: 34,435 shares 34,435 $5.04M 0.19% -2,993 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: 14,451 shares; 2024Q4: 14,342 shares; 2025Q1: 15,384 shares; 2025Q2: 15,285 shares; 2025Q3: 15,548 shares; 2025Q4: 17,306 shares; 2026Q1: 15,999 shares 15,999 $4.97M 0.19% -1,307 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,228 shares; 2024Q4: 188,875 shares; 2025Q1: 186,558 shares; 2025Q2: 179,850 shares; 2025Q3: 160,321 shares; 2025Q4: 163,065 shares; 2026Q1: 161,324 shares 161,324 $4.95M 0.19% -1,741 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,334 shares; 2025Q1: 100,447 shares; 2025Q2: 103,241 shares; 2025Q3: 104,582 shares; 2025Q4: 111,126 shares; 2026Q1: 102,969 shares 102,969 $4.94M 0.19% -8,157 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: 7,217 shares; 2024Q4: 7,217 shares; 2025Q1: 20,672 shares; 2025Q2: 7,988 shares; 2025Q3: 8,098 shares; 2025Q4: 11,745 shares; 2026Q1: 15,113 shares 15,113 $4.85M 0.18% +3,368 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,582 shares; 2024Q4: 181,625 shares; 2025Q1: 163,654 shares; 2025Q2: 105,618 shares; 2025Q3: 105,874 shares; 2025Q4: 106,241 shares; 2026Q1: 96,163 shares 96,163 $4.75M 0.18% -10,078 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: 17,071 shares; 2024Q4: 16,983 shares; 2025Q1: 65,454 shares; 2025Q2: 67,018 shares; 2025Q3: 69,561 shares; 2025Q4: 69,360 shares; 2026Q1: 63,208 shares 63,208 $4.71M 0.18% -6,152 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 5,949 shares; 2025Q1: 5,695 shares; 2025Q2: 5,538 shares; 2025Q3: 5,442 shares; 2025Q4: 4,637 shares; 2026Q1: 4,254 shares 4,254 $4.64M 0.17% -383 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,037 shares; 2025Q1: 3,225 shares; 2025Q2: 2,977 shares; 2025Q3: 1,985 shares; 2025Q4: 18,560 shares; 2026Q1: 43,907 shares 43,907 $4.59M 0.17% +25,347 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,022 shares; 2024Q4: 40,519 shares; 2025Q1: 73,423 shares; 2025Q2: 118,749 shares; 2025Q3: 161,771 shares; 2025Q4: 157,450 shares; 2026Q1: 103,554 shares 103,554 $4.57M 0.17% -53,896 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,916 shares; 2024Q4: 14,214 shares; 2025Q1: 11,246 shares; 2025Q2: 11,203 shares; 2025Q3: 11,226 shares; 2025Q4: 11,246 shares; 2026Q1: 11,226 shares 11,226 $4.47M 0.17% -20 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: 9,112 shares; 2024Q4: 9,075 shares; 2025Q1: 9,796 shares; 2025Q2: 9,648 shares; 2025Q3: 9,642 shares; 2025Q4: 8,826 shares; 2026Q1: 8,205 shares 8,205 $4.46M 0.17% -621 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 18,080 shares; 2025Q1: 109,633 shares; 2025Q2: 95,791 shares; 2025Q3: 177,369 shares; 2025Q4: 292,734 shares; 2026Q1: 253,077 shares 253,077 $4.45M 0.17% -39,657 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,760 shares; 2024Q4: 63,450 shares; 2025Q1: 63,450 shares; 2025Q2: 63,350 shares; 2025Q3: 63,350 shares; 2025Q4: 63,350 shares; 2026Q1: 65,237 shares 65,237 $4.45M 0.17% +1,887 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 18,792 shares; 2025Q1: 18,191 shares; 2025Q2: 17,131 shares; 2025Q3: 19,492 shares; 2025Q4: 20,395 shares; 2026Q1: 21,224 shares 21,224 $4.39M 0.17% +829 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: 12,368 shares; 2024Q4: 12,576 shares; 2025Q1: 14,679 shares; 2025Q2: 19,867 shares; 2025Q3: 21,363 shares; 2025Q4: 24,781 shares; 2026Q1: 22,129 shares 22,129 $4.38M 0.16% -2,652 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,423 shares; 2024Q4: 68,403 shares; 2025Q1: 63,308 shares; 2025Q2: 33,376 shares; 2025Q3: 33,187 shares; 2025Q4: 32,709 shares; 2026Q1: 29,302 shares 29,302 $4.3M 0.16% -3,407 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,828 shares; 2025Q2: 54,488 shares; 2025Q3: 47,579 shares; 2025Q4: 63,271 shares; 2026Q1: 57,990 shares 57,990 $4.24M 0.16% -5,281 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,335 shares; 2025Q1: 102,740 shares; 2025Q2: 120,542 shares; 2025Q3: 125,681 shares; 2025Q4: 125,556 shares; 2026Q1: 114,260 shares 114,260 $4.2M 0.16% -11,296 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,377 shares; 2025Q1: 8,669 shares; 2025Q2: 17,288 shares; 2025Q3: 17,302 shares; 2025Q4: 17,636 shares; 2026Q1: 16,651 shares 16,651 $4.17M 0.16% -985 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,840 shares; 2024Q4: 2,596 shares; 2025Q1: 9,678 shares; 2025Q2: 18,801 shares; 2025Q3: 31,772 shares; 2025Q4: 33,325 shares; 2026Q1: 26,867 shares 26,867 $4.17M 0.16% -6,458 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,119 shares; 2025Q1: 4,855 shares; 2025Q2: 6,978 shares; 2025Q3: 10,010 shares; 2025Q4: 14,243 shares; 2026Q1: 11,962 shares 11,962 $3.9M 0.15% -2,281 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,671 shares; 2025Q1: 17,644 shares; 2025Q2: 24,676 shares; 2025Q3: 34,283 shares; 2025Q4: 38,699 shares; 2026Q1: 53,352 shares 53,352 $3.89M 0.15% +14,653 Timeline ONEY 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: 37,062 shares; 2024Q4: 36,245 shares; 2025Q1: 35,991 shares; 2025Q2: 37,319 shares; 2025Q3: 37,043 shares; 2025Q4: 34,880 shares; 2026Q1: 32,110 shares 32,110 $3.85M 0.15% -2,770 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: 3,457 shares; 2024Q4: 6,437 shares; 2025Q1: 4,535 shares; 2025Q2: 8,195 shares; 2025Q3: 10,121 shares; 2025Q4: 10,661 shares; 2026Q1: 10,229 shares 10,229 $3.8M 0.14% -432 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: 11,403 shares; 2024Q4: 13,705 shares; 2025Q1: 13,742 shares; 2025Q2: 14,891 shares; 2025Q3: 29,728 shares; 2025Q4: 37,136 shares; 2026Q1: 30,541 shares 30,541 $3.8M 0.14% -6,595 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 24,012 shares; 2025Q1: 30,633 shares; 2025Q2: 27,553 shares; 2025Q3: 23,085 shares; 2025Q4: 26,964 shares; 2026Q1: 23,254 shares 23,254 $3.73M 0.14% -3,710 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,167 shares; 2024Q4: 134,210 shares; 2025Q1: 145,995 shares; 2025Q2: 135,972 shares; 2025Q3: 131,493 shares; 2025Q4: 120,743 shares; 2026Q1: 127,419 shares 127,419 $3.71M 0.14% +6,676 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,269 shares; 2025Q3: 12,793 shares; 2025Q4: 11,566 shares; 2026Q1: 10,404 shares 10,404 $3.71M 0.14% -1,162 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: 40,376 shares; 2024Q4: 39,594 shares; 2025Q1: 41,943 shares; 2025Q2: 41,007 shares; 2025Q3: 41,309 shares; 2025Q4: 41,653 shares; 2026Q1: 44,672 shares 44,672 $3.56M 0.13% +3,019 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,815 shares; 2024Q4: 35,412 shares; 2025Q1: 36,902 shares; 2025Q2: 37,039 shares; 2025Q3: 37,513 shares; 2025Q4: 40,698 shares; 2026Q1: 36,514 shares 36,514 $3.5M 0.13% -4,184 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,616 shares; 2025Q2: 29,979 shares; 2025Q3: 30,039 shares; 2025Q4: 30,364 shares; 2026Q1: 27,711 shares 27,711 $3.5M 0.13% -2,653 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: 18,291 shares; 2024Q4: 19,111 shares; 2025Q1: 30,964 shares; 2025Q2: 29,836 shares; 2025Q3: 29,680 shares; 2025Q4: 31,056 shares; 2026Q1: 30,702 shares 30,702 $3.48M 0.13% -354 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,888 shares; 2025Q1: 38,878 shares; 2025Q2: 35,023 shares; 2025Q3: 31,508 shares; 2025Q4: 33,521 shares; 2026Q1: 28,137 shares 28,137 $3.45M 0.13% -5,384 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,905 shares; 2025Q1: 4,987 shares; 2025Q2: 4,184 shares; 2025Q3: 4,185 shares; 2025Q4: 4,609 shares; 2026Q1: 3,945 shares 3,945 $3.44M 0.13% -664 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,312 shares; 2024Q4: 15,921 shares; 2025Q1: 16,382 shares; 2025Q2: 5,133 shares; 2025Q3: 4,995 shares; 2025Q4: 4,867 shares; 2026Q1: 4,853 shares 4,853 $3.44M 0.13% -14 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: 26,281 shares; 2024Q4: 26,107 shares; 2025Q1: 26,413 shares; 2025Q2: 26,110 shares; 2025Q3: 26,265 shares; 2025Q4: 26,350 shares; 2026Q1: 25,673 shares 25,673 $3.39M 0.13% -677 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 19,501 shares; 2025Q1: 57,697 shares; 2025Q2: 23,635 shares; 2025Q3: 64,690 shares; 2025Q4: 146,439 shares; 2026Q1: 102,615 shares 102,615 $3.36M 0.13% -43,824 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: 16,855 shares; 2025Q2: 26,763 shares; 2025Q3: 26,794 shares; 2025Q4: 26,835 shares; 2026Q1: 25,519 shares 25,519 $3.34M 0.13% -1,316 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,051 shares; 2024Q4: 29,011 shares; 2025Q1: 55,214 shares; 2025Q2: 46,757 shares; 2025Q3: 49,060 shares; 2025Q4: 54,988 shares; 2026Q1: 47,683 shares 47,683 $3.3M 0.12% -7,305 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,770 shares; 2025Q1: 2,626 shares; 2025Q2: 4,512 shares; 2025Q3: 4,509 shares; 2025Q4: 4,586 shares; 2026Q1: 4,458 shares 4,458 $3.29M 0.12% -128 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: 17,195 shares; 2024Q4: 17,245 shares; 2025Q1: 22,751 shares; 2025Q2: 25,238 shares; 2025Q3: 24,852 shares; 2025Q4: 24,096 shares; 2026Q1: 23,297 shares 23,297 $3.29M 0.12% -799 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,447 shares; 2024Q4: 53,650 shares; 2025Q1: 48,443 shares; 2025Q2: 34,098 shares; 2025Q3: 33,848 shares; 2025Q4: 33,571 shares; 2026Q1: 29,629 shares 29,629 $3.28M 0.12% -3,942 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 15,663 shares; 2025Q1: 33,123 shares; 2025Q2: 16,385 shares; 2025Q3: 22,076 shares; 2025Q4: 26,399 shares; 2026Q1: 25,719 shares 25,719 $3.25M 0.12% -680 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 7,562 shares; 2025Q1: 13,843 shares; 2025Q2: 13,991 shares; 2025Q3: 13,515 shares; 2025Q4: 12,665 shares; 2026Q1: 10,932 shares 10,932 $3.23M 0.12% -1,733 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: 5,342 shares; 2024Q4: 8,040 shares; 2025Q1: 16,326 shares; 2025Q2: 17,476 shares; 2025Q3: 19,981 shares; 2025Q4: 21,277 shares; 2026Q1: 21,827 shares 21,827 $3.19M 0.12% +550 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,029 shares; 2025Q1: 10,434 shares; 2025Q2: 27,234 shares; 2025Q3: 25,466 shares; 2025Q4: 27,963 shares; 2026Q1: 25,850 shares 25,850 $3.19M 0.12% -2,113 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: 19,105 shares; 2024Q4: 18,672 shares; 2025Q1: 19,488 shares; 2025Q2: 20,053 shares; 2025Q3: 20,552 shares; 2025Q4: 21,613 shares; 2026Q1: 20,955 shares 20,955 $3.17M 0.12% -658 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,571 shares; 2025Q1: 43,766 shares; 2025Q2: 38,000 shares; 2025Q3: 36,939 shares; 2025Q4: 38,436 shares; 2026Q1: 33,157 shares 33,157 $3.12M 0.12% -5,279 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,998 shares; 2025Q1: 12,835 shares; 2025Q2: 13,324 shares; 2025Q3: 13,346 shares; 2025Q4: 13,331 shares; 2026Q1: 13,292 shares 13,292 $3.06M 0.12% -39 Timeline IGV 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: 5,907 shares; 2024Q4: 5,892 shares; 2025Q1: 5,363 shares; 2025Q2: 5,250 shares; 2025Q3: 4,921 shares; 2025Q4: 4,776 shares; 2026Q1: 37,631 shares 37,631 $3.01M 0.11% +32,855 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 19,189 shares; 2025Q1: 20,374 shares; 2025Q2: 20,948 shares; 2025Q3: 21,248 shares; 2025Q4: 20,736 shares; 2026Q1: 20,269 shares 20,269 $3M 0.11% -467 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 5,986 shares; 2025Q1: 14,684 shares; 2025Q2: 15,627 shares; 2025Q3: 12,773 shares; 2025Q4: 12,767 shares; 2026Q1: 11,659 shares 11,659 $2.97M 0.11% -1,108 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: 2,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 9,191 shares; 2026Q1: 8,566 shares 8,566 $2.89M 0.11% -625 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,116 shares; 2024Q4: 86,252 shares; 2025Q1: 157,065 shares; 2025Q2: 132,013 shares; 2025Q3: 69,330 shares; 2025Q4: 66,310 shares; 2026Q1: 60,676 shares 60,676 $2.8M 0.11% -5,634 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: 7,677 shares; 2024Q4: 7,221 shares; 2025Q1: 13,261 shares; 2025Q2: 19,911 shares; 2025Q3: 17,467 shares; 2025Q4: 32,612 shares; 2026Q1: 28,320 shares 28,320 $2.79M 0.1% -4,292 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: 4,785 shares; 2024Q4: 4,481 shares; 2025Q1: 9,281 shares; 2025Q2: 58,709 shares; 2025Q3: 60,220 shares; 2025Q4: 60,211 shares; 2026Q1: 47,581 shares 47,581 $2.77M 0.1% -12,630 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,925 shares; 2025Q2: 10,615 shares; 2025Q3: 9,872 shares; 2025Q4: 10,401 shares; 2026Q1: 9,276 shares 9,276 $2.75M 0.1% -1,125 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,860 shares; 2024Q4: 76,860 shares; 2025Q1: 76,860 shares; 2025Q2: 76,860 shares; 2025Q3: 76,018 shares; 2025Q4: 74,638 shares; 2026Q1: 70,503 shares 70,503 $2.74M 0.1% -4,135 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,283 shares; 2025Q1: 2,686 shares; 2025Q2: 3,568 shares; 2025Q3: 2,199 shares; 2025Q4: 5,170 shares; 2026Q1: 4,519 shares 4,519 $2.73M 0.1% -651 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,667 shares; 2024Q4: 44,014 shares; 2025Q1: 46,429 shares; 2025Q2: 47,709 shares; 2025Q3: 48,835 shares; 2025Q4: 50,762 shares; 2026Q1: 47,866 shares 47,866 $2.71M 0.1% -2,896 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: 2,825 shares; 2024Q4: 2,490 shares; 2025Q1: 4,749 shares; 2025Q2: 21,501 shares; 2025Q3: 20,981 shares; 2025Q4: 21,029 shares; 2026Q1: 19,617 shares 19,617 $2.68M 0.1% -1,412 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: 60,313 shares; 2024Q4: 16,326 shares; 2025Q1: 7,430 shares; 2025Q2: 8,236 shares; 2025Q3: 7,872 shares; 2025Q4: 7,816 shares; 2026Q1: 7,746 shares 7,746 $2.65M 0.1% -70 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,800 shares; 2024Q4: 64,943 shares; 2025Q1: 68,630 shares; 2025Q2: 70,328 shares; 2025Q3: 70,568 shares; 2025Q4: 69,624 shares; 2026Q1: 63,294 shares 63,294 $2.64M 0.1% -6,330 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,216 shares; 2025Q1: 14,557 shares; 2025Q2: 17,717 shares; 2025Q3: 16,541 shares; 2025Q4: 16,043 shares; 2026Q1: 10,627 shares 10,627 $2.64M 0.1% -5,416 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: 12,088 shares; 2024Q4: 12,040 shares; 2025Q1: 10,690 shares; 2025Q2: 45,588 shares; 2025Q3: 42,086 shares; 2025Q4: 42,966 shares; 2026Q1: 38,864 shares 38,864 $2.58M 0.1% -4,102 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,785 shares; 2025Q1: 8,330 shares; 2025Q2: 7,406 shares; 2025Q3: 7,397 shares; 2025Q4: 7,749 shares; 2026Q1: 7,382 shares 7,382 $2.54M 0.1% -367 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: 575 shares; 2024Q4: 1,725 shares; 2025Q1: 3,225 shares; 2025Q2: 3,414 shares; 2025Q3: 3,233 shares; 2025Q4: 3,348 shares; 2026Q1: 2,918 shares 2,918 $2.53M 0.1% -430 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: 2,194 shares; 2024Q4: 2,229 shares; 2025Q1: 5,839 shares; 2025Q2: 14,962 shares; 2025Q3: 15,349 shares; 2025Q4: 17,703 shares; 2026Q1: 13,582 shares 13,582 $2.48M 0.09% -4,121 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 6,306 shares; 2025Q1: 9,854 shares; 2025Q2: 8,890 shares; 2025Q3: 11,692 shares; 2025Q4: 21,068 shares; 2026Q1: 20,440 shares 20,440 $2.48M 0.09% -628 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,191 shares; 2025Q1: 3,723 shares; 2025Q2: 8,979 shares; 2025Q3: 7,339 shares; 2025Q4: 12,619 shares; 2026Q1: 11,676 shares 11,676 $2.47M 0.09% -943 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: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 1,912 shares; 2025Q3: 1,734 shares; 2025Q4: 1,036 shares; 2026Q1: 5,746 shares 5,746 $2.44M 0.09% +4,710 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 7,194 shares; 2025Q1: 8,716 shares; 2025Q2: 7,959 shares; 2025Q3: 7,957 shares; 2025Q4: 7,977 shares; 2026Q1: 7,501 shares 7,501 $2.41M 0.09% -476 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,368 shares; 2025Q2: 38,775 shares; 2025Q3: 32,919 shares; 2025Q4: 45,563 shares; 2026Q1: 40,813 shares 40,813 $2.4M 0.09% -4,750 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 16,430 shares; 2025Q1: 21,265 shares; 2025Q2: 19,104 shares; 2025Q3: 8,093 shares; 2025Q4: 6,573 shares; 2026Q1: 9,648 shares 9,648 $2.35M 0.09% +3,075 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,966 shares; 2025Q3: 7,301 shares; 2025Q4: 7,214 shares; 2026Q1: 3,544 shares 3,544 $2.25M 0.08% -3,670 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,865 shares; 2025Q1: 9,578 shares; 2025Q2: 12,320 shares; 2025Q3: 10,510 shares; 2025Q4: 13,307 shares; 2026Q1: 10,992 shares 10,992 $2.2M 0.08% -2,315 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: 2,556 shares; 2024Q4: 5,651 shares; 2025Q1: 13,345 shares; 2025Q2: 12,365 shares; 2025Q3: 11,625 shares; 2025Q4: 11,783 shares; 2026Q1: 11,963 shares 11,963 $2.19M 0.08% +180 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,300 shares; 2024Q4: 27,743 shares; 2025Q1: 25,228 shares; 2025Q2: 11,488 shares; 2025Q3: 11,267 shares; 2025Q4: 22,427 shares; 2026Q1: 20,062 shares 20,062 $2.19M 0.08% -2,365 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,611 shares; 2025Q2: 21,933 shares; 2025Q3: 21,897 shares; 2025Q4: 26,003 shares; 2026Q1: 26,024 shares 26,024 $2.18M 0.08% +21 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,515 shares; 2024Q4: 22,692 shares; 2025Q1: 42,090 shares; 2025Q2: 35,763 shares; 2025Q3: 12,506 shares; 2025Q4: 19,752 shares; 2026Q1: 26,644 shares 26,644 $2.18M 0.08% +6,892 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,946 shares 27,946 $2.15M 0.08% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,878 shares; 2024Q4: 49,915 shares; 2025Q1: 45,773 shares; 2025Q2: 28,258 shares; 2025Q3: 28,594 shares; 2025Q4: 28,955 shares; 2026Q1: 25,819 shares 25,819 $2.12M 0.08% -3,136 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 4,134 shares; 2025Q1: 8,377 shares; 2025Q2: 14,080 shares; 2025Q3: 13,923 shares; 2025Q4: 15,347 shares; 2026Q1: 9,159 shares 9,159 $2.11M 0.08% -6,188 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,856 shares; 2024Q4: 13,255 shares; 2025Q1: 8,612 shares; 2025Q2: 8,649 shares; 2025Q3: 7,637 shares; 2025Q4: 6,436 shares; 2026Q1: 6,431 shares 6,431 $2.1M 0.08% -5 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 5,237 shares; 2025Q1: 17,169 shares; 2025Q2: 22,451 shares; 2025Q3: 18,057 shares; 2025Q4: 12,945 shares; 2026Q1: 12,696 shares 12,696 $2.1M 0.08% -249 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: 21,434 shares; 2024Q4: 21,172 shares; 2025Q1: 21,213 shares; 2025Q2: 21,172 shares; 2025Q3: 21,172 shares; 2025Q4: 30,461 shares; 2026Q1: 32,501 shares 32,501 $2.08M 0.08% +2,040 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 2,342 shares; 2025Q4: 3,222 shares; 2026Q1: 2,680 shares 2,680 $2.07M 0.08% -542 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 28,109 shares; 2025Q1: 27,620 shares; 2025Q2: 27,036 shares; 2025Q3: 26,840 shares; 2025Q4: 26,048 shares; 2026Q1: 25,993 shares 25,993 $2.06M 0.08% -55 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: 5,229 shares; 2025Q3: 5,413 shares; 2025Q4: 5,446 shares; 2026Q1: 5,245 shares 5,245 $2.05M 0.08% -201 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,092 shares; 2025Q1: 3,471 shares; 2025Q2: 3,429 shares; 2025Q3: 3,513 shares; 2025Q4: 4,176 shares; 2026Q1: 4,756 shares 4,756 $2.05M 0.08% +580 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,288 shares; 2025Q2: 15,304 shares; 2025Q3: 15,328 shares; 2025Q4: 15,317 shares; 2026Q1: 13,879 shares 13,879 $2.04M 0.08% -1,438 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: 34,558 shares; 2024Q4: 34,558 shares; 2025Q1: 34,557 shares; 2025Q2: 33,110 shares; 2025Q3: 32,613 shares; 2025Q4: 31,990 shares; 2026Q1: 21,900 shares 21,900 $2.03M 0.08% -10,090 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 2,545 shares; 2025Q2: 4,250 shares; 2025Q3: 4,229 shares; 2025Q4: 4,229 shares; 2026Q1: 3,779 shares 3,779 $1.98M 0.07% -450 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: not reported; 2025Q1: 18,517 shares; 2025Q2: 36,293 shares; 2025Q3: 36,314 shares; 2025Q4: 36,304 shares; 2026Q1: 31,319 shares 31,319 $1.95M 0.07% -4,985 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,577 shares; 2025Q3: 6,586 shares; 2025Q4: 6,690 shares; 2026Q1: 6,437 shares 6,437 $1.92M 0.07% -253 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: 277 shares; 2024Q4: 278 shares; 2025Q1: 519 shares; 2025Q2: 452 shares; 2025Q3: 450 shares; 2025Q4: 502 shares; 2026Q1: 452 shares 452 $1.9M 0.07% -50 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 17,243 shares; 2025Q1: 23,688 shares; 2025Q2: 24,699 shares; 2025Q3: 29,683 shares; 2025Q4: 48,250 shares; 2026Q1: 23,659 shares 23,659 $1.9M 0.07% -24,591 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 4,990 shares; 2025Q1: 24,371 shares; 2025Q2: 24,444 shares; 2025Q3: 18,804 shares; 2025Q4: 18,735 shares; 2026Q1: 12,547 shares 12,547 $1.89M 0.07% -6,188 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 659 shares; 2025Q1: 4,321 shares; 2025Q2: 3,543 shares; 2025Q3: 3,441 shares; 2025Q4: 3,484 shares; 2026Q1: 2,771 shares 2,771 $1.89M 0.07% -713 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: 7,216 shares; 2024Q4: not reported; 2025Q1: 20,065 shares; 2025Q2: 57,713 shares; 2025Q3: 48,101 shares; 2025Q4: 41,150 shares; 2026Q1: 37,308 shares 37,308 $1.88M 0.07% -3,842 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,617 shares; 2025Q3: 11,918 shares; 2025Q4: 12,052 shares; 2026Q1: 10,480 shares 10,480 $1.87M 0.07% -1,572 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 25,507 shares; 2025Q1: 22,975 shares; 2025Q2: 21,320 shares; 2025Q3: 21,365 shares; 2025Q4: 25,542 shares; 2026Q1: 19,190 shares 19,190 $1.86M 0.07% -6,352 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: 20,819 shares; 2024Q4: 20,847 shares; 2025Q1: 27,499 shares; 2025Q2: 24,255 shares; 2025Q3: 23,822 shares; 2025Q4: 24,755 shares; 2026Q1: 23,951 shares 23,951 $1.86M 0.07% -804 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,042 shares; 2024Q4: 10,817 shares; 2025Q1: 20,949 shares; 2025Q2: 22,562 shares; 2025Q3: 9,260 shares; 2025Q4: 76,198 shares; 2026Q1: 57,570 shares 57,570 $1.84M 0.07% -18,628 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,258 shares; 2025Q2: 16,146 shares; 2025Q3: 15,042 shares; 2025Q4: 14,686 shares; 2026Q1: 13,550 shares 13,550 $1.84M 0.07% -1,136 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,495 shares; 2025Q2: 5,629 shares; 2025Q3: 3,421 shares; 2025Q4: 13,624 shares; 2026Q1: 11,133 shares 11,133 $1.84M 0.07% -2,491 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: 878 shares; 2024Q4: 918 shares; 2025Q1: 5,314 shares; 2025Q2: 3,589 shares; 2025Q3: 3,502 shares; 2025Q4: 3,625 shares; 2026Q1: 3,348 shares 3,348 $1.8M 0.07% -277 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 31,493 shares; 2025Q1: 29,261 shares; 2025Q2: 28,458 shares; 2025Q3: 26,615 shares; 2025Q4: 27,606 shares; 2026Q1: 27,599 shares 27,599 $1.8M 0.07% -7 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 16,621 shares; 2026Q1: 15,101 shares 15,101 $1.79M 0.07% -1,520 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,598 shares; 2025Q1: 1,472 shares; 2025Q2: 1,649 shares; 2025Q3: 1,611 shares; 2025Q4: 1,702 shares; 2026Q1: 2,109 shares 2,109 $1.78M 0.07% +407 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,718 shares; 2024Q4: 80,718 shares; 2025Q1: 61,390 shares; 2025Q2: 61,390 shares; 2025Q3: 36,390 shares; 2025Q4: 144,258 shares; 2026Q1: 144,258 shares 144,258 $1.78M 0.07% 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: 1,519 shares; 2025Q1: 5,629 shares; 2025Q2: 12,000 shares; 2025Q3: 11,354 shares; 2025Q4: 11,983 shares; 2026Q1: 10,412 shares 10,412 $1.78M 0.07% -1,571 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,058 shares; 2024Q4: 343,108 shares; 2025Q1: 344,657 shares; 2025Q2: 344,782 shares; 2025Q3: 345,622 shares; 2025Q4: 343,026 shares; 2026Q1: 343,596 shares 343,596 $1.77M 0.07% +570 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 731 shares; 2025Q2: 2,499 shares; 2025Q3: 2,502 shares; 2025Q4: 2,548 shares; 2026Q1: 2,593 shares 2,593 $1.77M 0.07% +45 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: 12,039 shares; 2025Q1: 22,817 shares; 2025Q2: 25,822 shares; 2025Q3: 20,339 shares; 2025Q4: 20,804 shares; 2026Q1: 17,266 shares 17,266 $1.75M 0.07% -3,538 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,297 shares; 2024Q4: 20,106 shares; 2025Q1: 22,639 shares; 2025Q2: 25,653 shares; 2025Q3: 25,722 shares; 2025Q4: 25,939 shares; 2026Q1: 23,716 shares 23,716 $1.74M 0.07% -2,223 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 20,069 shares; 2025Q1: 23,471 shares; 2025Q2: 6,484 shares; 2025Q3: 7,908 shares; 2025Q4: 7,834 shares; 2026Q1: 6,347 shares 6,347 $1.72M 0.06% -1,487 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,874 shares; 2025Q3: 20,962 shares; 2025Q4: 40,337 shares; 2026Q1: 31,836 shares 31,836 $1.72M 0.06% -8,501 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,027 shares; 2025Q1: 2,011 shares; 2025Q2: 1,824 shares; 2025Q3: 1,825 shares; 2025Q4: 6,828 shares; 2026Q1: 6,908 shares 6,908 $1.71M 0.06% +80 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,247 shares; 2025Q1: 3,666 shares; 2025Q2: 5,168 shares; 2025Q3: 10,388 shares; 2025Q4: 12,017 shares; 2026Q1: 9,387 shares 9,387 $1.71M 0.06% -2,630 Timeline SMLF 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: 25,756 shares; 2025Q3: 26,045 shares; 2025Q4: 26,113 shares; 2026Q1: 22,531 shares 22,531 $1.7M 0.06% -3,582 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: 56,210 shares; 2024Q4: 60,994 shares; 2025Q1: 55,351 shares; 2025Q2: 60,252 shares; 2025Q3: 61,726 shares; 2025Q4: 63,528 shares; 2026Q1: 58,509 shares 58,509 $1.7M 0.06% -5,019 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,874 shares; 2025Q2: 7,859 shares; 2025Q3: 7,702 shares; 2025Q4: 7,841 shares; 2026Q1: 7,912 shares 7,912 $1.7M 0.06% +71 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: 7,996 shares; 2024Q4: 8,259 shares; 2025Q1: 8,352 shares; 2025Q2: 6,848 shares; 2025Q3: 5,342 shares; 2025Q4: 5,321 shares; 2026Q1: 5,592 shares 5,592 $1.67M 0.06% +271 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,763 shares; 2025Q1: 4,805 shares; 2025Q2: 4,612 shares; 2025Q3: 4,608 shares; 2025Q4: 4,632 shares; 2026Q1: 6,801 shares 6,801 $1.65M 0.06% +2,169 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,526 shares; 2024Q4: 13,499 shares; 2025Q1: 16,350 shares; 2025Q2: 13,750 shares; 2025Q3: 53,219 shares; 2025Q4: 59,425 shares; 2026Q1: 53,460 shares 53,460 $1.64M 0.06% -5,965 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: 6,935 shares; 2025Q2: 7,120 shares; 2025Q3: 7,197 shares; 2025Q4: 7,731 shares; 2026Q1: 7,639 shares 7,639 $1.63M 0.06% -92 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,242 shares; 2024Q4: 16,426 shares; 2025Q1: 13,583 shares; 2025Q2: 10,248 shares; 2025Q3: 21,801 shares; 2025Q4: 38,342 shares; 2026Q1: 40,373 shares 40,373 $1.62M 0.06% +2,031 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: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 8,055 shares; 2025Q2: 8,163 shares; 2025Q3: 8,046 shares; 2025Q4: 8,164 shares; 2026Q1: 4,152 shares 4,152 $1.61M 0.06% -4,012 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: 25,711 shares; 2024Q4: 151,062 shares; 2025Q1: 50,161 shares; 2025Q2: 31,106 shares; 2025Q3: 61,797 shares; 2025Q4: 52,608 shares; 2026Q1: 57,119 shares 57,119 $1.6M 0.06% +4,511 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 7,673 shares; 2025Q1: 2,600 shares; 2025Q2: 9,393 shares; 2025Q3: 15,513 shares; 2025Q4: 16,783 shares; 2026Q1: 12,133 shares 12,133 $1.6M 0.06% -4,650 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,301 shares; 2025Q1: 6,271 shares; 2025Q2: 6,333 shares; 2025Q3: 7,320 shares; 2025Q4: 7,346 shares; 2026Q1: 6,359 shares 6,359 $1.59M 0.06% -987 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,211 shares; 2024Q4: 30,301 shares; 2025Q1: 27,880 shares; 2025Q2: 19,344 shares; 2025Q3: 19,404 shares; 2025Q4: 38,769 shares; 2026Q1: 34,527 shares 34,527 $1.58M 0.06% -4,242 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 3,270 shares; 2025Q1: 2,919 shares; 2025Q2: 1,800 shares; 2025Q3: 4,573 shares; 2025Q4: 5,851 shares; 2026Q1: 3,290 shares 3,290 $1.58M 0.06% -2,561 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,393 shares; 2025Q1: 7,711 shares; 2025Q2: 5,559 shares; 2025Q3: 6,163 shares; 2025Q4: 6,514 shares; 2026Q1: 8,110 shares 8,110 $1.57M 0.06% +1,596 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,722 shares; 2025Q1: 9,066 shares; 2025Q2: 9,209 shares; 2025Q3: 10,478 shares; 2025Q4: 10,942 shares; 2026Q1: 10,692 shares 10,692 $1.56M 0.06% -250 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: 1,427 shares; 2024Q4: 1,540 shares; 2025Q1: 5,035 shares; 2025Q2: 5,566 shares; 2025Q3: 5,194 shares; 2025Q4: 5,293 shares; 2026Q1: 5,315 shares 5,315 $1.55M 0.06% +22 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,654 shares; 2024Q4: 18,741 shares; 2025Q1: 18,453 shares; 2025Q2: 17,461 shares; 2025Q3: 17,561 shares; 2025Q4: 17,539 shares; 2026Q1: 17,546 shares 17,546 $1.54M 0.06% +7 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 533 shares; 2025Q1: 1,135 shares; 2025Q2: 647 shares; 2025Q3: 697 shares; 2025Q4: 759 shares; 2026Q1: 1,598 shares 1,598 $1.54M 0.06% +839 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,997 shares; 2024Q4: 50,136 shares; 2025Q1: 91,798 shares; 2025Q2: 42,775 shares; 2025Q3: 21,443 shares; 2025Q4: 42,077 shares; 2026Q1: 53,395 shares 53,395 $1.53M 0.06% +11,318 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,326 shares; 2025Q1: 9,870 shares; 2025Q2: 18,675 shares; 2025Q3: 9,130 shares; 2025Q4: 9,704 shares; 2026Q1: 9,165 shares 9,165 $1.51M 0.06% -539 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 9,638 shares; 2025Q1: 31,493 shares; 2025Q2: 7,189 shares; 2025Q3: 9,231 shares; 2025Q4: 14,263 shares; 2026Q1: 11,462 shares 11,462 $1.51M 0.06% -2,801 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,966 shares; 2024Q4: 4,804 shares; 2025Q1: 4,606 shares; 2025Q2: 4,071 shares; 2025Q3: 4,016 shares; 2025Q4: 3,804 shares; 2026Q1: 4,262 shares 4,262 $1.5M 0.06% +458 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,742 shares; 2025Q1: 1,498 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,969 shares; 2026Q1: 5,710 shares 5,710 $1.5M 0.06% +3,741 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,672 shares; 2024Q4: 10,850 shares; 2025Q1: 17,488 shares; 2025Q2: 11,370 shares; 2025Q3: 10,684 shares; 2025Q4: 15,944 shares; 2026Q1: 35,618 shares 35,618 $1.48M 0.06% +19,674 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,180 shares; 2024Q4: 18,315 shares; 2025Q1: 17,479 shares; 2025Q2: 17,259 shares; 2025Q3: 16,833 shares; 2025Q4: 16,700 shares; 2026Q1: 15,035 shares 15,035 $1.46M 0.05% -1,665 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,867 shares; 2025Q2: 12,538 shares; 2025Q3: 12,121 shares; 2025Q4: 21,404 shares; 2026Q1: 21,849 shares 21,849 $1.45M 0.05% +445 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 9,957 shares; 2025Q1: 20,653 shares; 2025Q2: 19,556 shares; 2025Q3: 24,775 shares; 2025Q4: 24,425 shares; 2026Q1: 16,707 shares 16,707 $1.45M 0.05% -7,718 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,086 shares; 2025Q2: 5,647 shares; 2025Q3: 5,370 shares; 2025Q4: 6,249 shares; 2026Q1: 6,323 shares 6,323 $1.44M 0.05% +74 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,863 shares; 2024Q4: 11,575 shares; 2025Q1: 11,762 shares; 2025Q2: 11,384 shares; 2025Q3: 11,314 shares; 2025Q4: 20,555 shares; 2026Q1: 20,556 shares 20,556 $1.44M 0.05% +1 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,397 shares; 2025Q1: 8,826 shares; 2025Q2: 10,122 shares; 2025Q3: 10,153 shares; 2025Q4: 10,165 shares; 2026Q1: 9,162 shares 9,162 $1.44M 0.05% -1,003 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: 84,633 shares; 2024Q4: 83,143 shares; 2025Q1: 88,603 shares; 2025Q2: 89,182 shares; 2025Q3: 91,177 shares; 2025Q4: 27,837 shares; 2026Q1: 28,598 shares 28,598 $1.44M 0.05% +761 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,728 shares; 2025Q3: 13,743 shares; 2025Q4: 18,655 shares; 2026Q1: 16,376 shares 16,376 $1.43M 0.05% -2,279 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,808 shares; 2025Q3: 14,411 shares; 2025Q4: 14,413 shares; 2026Q1: 12,551 shares 12,551 $1.43M 0.05% -1,862 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: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,606 shares; 2025Q2: 3,355 shares; 2025Q3: 3,338 shares; 2025Q4: 5,844 shares; 2026Q1: 4,929 shares 4,929 $1.42M 0.05% -915 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: 4,975 shares; 2025Q3: 7,367 shares; 2025Q4: 16,057 shares; 2026Q1: 13,035 shares 13,035 $1.41M 0.05% -3,022 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 9,678 shares; 2025Q1: 16,259 shares; 2025Q2: 10,287 shares; 2025Q3: 10,339 shares; 2025Q4: 10,501 shares; 2026Q1: 9,703 shares 9,703 $1.41M 0.05% -798 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,642 shares; 2025Q1: 1,634 shares; 2025Q2: 1,344 shares; 2025Q3: 1,345 shares; 2025Q4: 1,927 shares; 2026Q1: 4,322 shares 4,322 $1.41M 0.05% +2,395 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: 22,237 shares; 2024Q4: 22,168 shares; 2025Q1: 22,168 shares; 2025Q2: 19,043 shares; 2025Q3: 18,124 shares; 2025Q4: 17,100 shares; 2026Q1: 15,524 shares 15,524 $1.41M 0.05% -1,576 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,365 shares; 2025Q1: 2,627 shares; 2025Q2: 10,818 shares; 2025Q3: 11,464 shares; 2025Q4: 8,166 shares; 2026Q1: 7,865 shares 7,865 $1.38M 0.05% -301 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,792 shares; 2025Q1: 1,140 shares; 2025Q2: 1,833 shares; 2025Q3: 1,656 shares; 2025Q4: 4,101 shares; 2026Q1: 2,311 shares 2,311 $1.37M 0.05% -1,790 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,948 shares; 2025Q1: 3,694 shares; 2025Q2: 4,975 shares; 2025Q3: 4,519 shares; 2025Q4: 4,481 shares; 2026Q1: 4,307 shares 4,307 $1.37M 0.05% -174 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,268 shares; 2024Q4: 13,318 shares; 2025Q1: 13,268 shares; 2025Q2: 13,074 shares; 2025Q3: 13,609 shares; 2025Q4: 13,609 shares; 2026Q1: 13,609 shares 13,609 $1.37M 0.05% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,024 shares; 2024Q4: 25,950 shares; 2025Q1: 23,739 shares; 2025Q2: 12,590 shares; 2025Q3: 12,378 shares; 2025Q4: 25,244 shares; 2026Q1: 22,274 shares 22,274 $1.36M 0.05% -2,970 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: 6,488 shares; 2024Q4: 6,161 shares; 2025Q1: 4,748 shares; 2025Q2: 7,591 shares; 2025Q3: 5,472 shares; 2025Q4: 6,459 shares; 2026Q1: 6,259 shares 6,259 $1.36M 0.05% -200 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 5,595 shares; 2025Q2: 5,595 shares; 2025Q3: 5,595 shares; 2025Q4: 17,923 shares; 2026Q1: 18,043 shares 18,043 $1.36M 0.05% +120 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 9,686 shares; 2025Q1: 10,911 shares; 2025Q2: 38,716 shares; 2025Q3: 5,859 shares; 2025Q4: 22,903 shares; 2026Q1: 32,339 shares 32,339 $1.34M 0.05% +9,436 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: 6,912 shares; 2024Q4: 6,615 shares; 2025Q1: 6,459 shares; 2025Q2: 5,530 shares; 2025Q3: 5,498 shares; 2025Q4: 7,809 shares; 2026Q1: 7,381 shares 7,381 $1.34M 0.05% -428 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 5,041 shares; 2025Q1: 7,432 shares; 2025Q2: 11,766 shares; 2025Q3: 10,380 shares; 2025Q4: 10,336 shares; 2026Q1: 9,598 shares 9,598 $1.34M 0.05% -738 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 6,177 shares; 2025Q1: 7,747 shares; 2025Q2: 8,609 shares; 2025Q3: 10,915 shares; 2025Q4: 55,221 shares; 2026Q1: 34,225 shares 34,225 $1.31M 0.05% -20,996 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 10,397 shares; 2025Q1: 30,877 shares; 2025Q2: 18,587 shares; 2025Q3: 21,895 shares; 2025Q4: 22,237 shares; 2026Q1: 18,236 shares 18,236 $1.31M 0.05% -4,001 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: 4,256 shares; 2024Q4: 4,548 shares; 2025Q1: 7,468 shares; 2025Q2: 6,437 shares; 2025Q3: 5,454 shares; 2025Q4: 5,746 shares; 2026Q1: 5,240 shares 5,240 $1.31M 0.05% -506 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 871 shares; 2025Q1: 1,651 shares; 2025Q2: 5,622 shares; 2025Q3: 5,491 shares; 2025Q4: 5,221 shares; 2026Q1: 4,919 shares 4,919 $1.31M 0.05% -302 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,626 shares; 2025Q1: 3,343 shares; 2025Q2: 2,385 shares; 2025Q3: 3,679 shares; 2025Q4: 4,892 shares; 2026Q1: 7,518 shares 7,518 $1.3M 0.05% +2,626 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: 48,590 shares; 2024Q4: 49,862 shares; 2025Q1: 48,658 shares; 2025Q2: 48,768 shares; 2025Q3: 49,075 shares; 2025Q4: 53,307 shares; 2026Q1: 54,535 shares 54,535 $1.3M 0.05% +1,228 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 5,085 shares; 2025Q3: 5,086 shares; 2025Q4: 5,340 shares; 2026Q1: 5,153 shares 5,153 $1.28M 0.05% -187 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: 2,760 shares; 2024Q4: 1,362 shares; 2025Q1: 3,684 shares; 2025Q2: 3,985 shares; 2025Q3: 2,048 shares; 2025Q4: 4,774 shares; 2026Q1: 4,793 shares 4,793 $1.28M 0.05% +19 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,662 shares; 2024Q4: 37,662 shares; 2025Q1: 37,587 shares; 2025Q2: 37,587 shares; 2025Q3: 37,587 shares; 2025Q4: 37,587 shares; 2026Q1: 37,587 shares 37,587 $1.28M 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,350 shares; 2024Q4: 53,902 shares; 2025Q1: 49,291 shares; 2025Q2: 9,660 shares; 2025Q3: 9,146 shares; 2025Q4: 9,013 shares; 2026Q1: 7,842 shares 7,842 $1.27M 0.05% -1,171 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 22,327 shares; 2025Q1: 47,649 shares; 2025Q2: 44,816 shares; 2025Q3: 33,859 shares; 2025Q4: 48,264 shares; 2026Q1: 29,215 shares 29,215 $1.25M 0.05% -19,049 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,688 shares; 2025Q1: 18,991 shares; 2025Q2: 20,238 shares; 2025Q3: 20,236 shares; 2025Q4: 16,108 shares; 2026Q1: 13,538 shares 13,538 $1.25M 0.05% -2,570 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,881 shares; 2025Q1: 4,931 shares; 2025Q2: 12,106 shares; 2025Q3: 12,122 shares; 2025Q4: 12,785 shares; 2026Q1: 13,448 shares 13,448 $1.24M 0.05% +663 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,396 shares; 2025Q3: 3,846 shares; 2025Q4: 8,034 shares; 2026Q1: 7,200 shares 7,200 $1.23M 0.05% -834 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 9,011 shares; 2025Q1: 16,307 shares; 2025Q2: 17,896 shares; 2025Q3: 21,141 shares; 2025Q4: 10,740 shares; 2026Q1: 20,747 shares 20,747 $1.22M 0.05% +10,007 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: 8,994 shares; 2024Q4: 7,828 shares; 2025Q1: 7,668 shares; 2025Q2: 17,680 shares; 2025Q3: 17,306 shares; 2025Q4: 18,332 shares; 2026Q1: 7,443 shares 7,443 $1.22M 0.05% -10,889 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: 5,426 shares; 2024Q4: 5,663 shares; 2025Q1: 8,120 shares; 2025Q2: 11,165 shares; 2025Q3: 10,695 shares; 2025Q4: 10,124 shares; 2026Q1: 10,240 shares 10,240 $1.21M 0.05% +116 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,922 shares; 2025Q3: 25,895 shares; 2025Q4: 27,741 shares; 2026Q1: 22,340 shares 22,340 $1.21M 0.05% -5,401 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,403 shares; 2025Q1: 4,430 shares; 2025Q2: 4,472 shares; 2025Q3: 4,503 shares; 2025Q4: 4,511 shares; 2026Q1: 5,931 shares 5,931 $1.21M 0.05% +1,420 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,833 shares; 2025Q1: 2,044 shares; 2025Q2: 2,525 shares; 2025Q3: 2,530 shares; 2025Q4: 2,564 shares; 2026Q1: 2,181 shares 2,181 $1.19M 0.04% -383 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: 5,510 shares; 2024Q4: 5,529 shares; 2025Q1: 6,480 shares; 2025Q2: 16,988 shares; 2025Q3: 17,519 shares; 2025Q4: 17,832 shares; 2026Q1: 17,338 shares 17,338 $1.18M 0.04% -494 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 4,497 shares; 2025Q1: 7,387 shares; 2025Q2: 14,492 shares; 2025Q3: 12,488 shares; 2025Q4: 12,618 shares; 2026Q1: 11,671 shares 11,671 $1.17M 0.04% -947 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: 1,179 shares; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 2,792 shares; 2025Q3: 3,613 shares; 2025Q4: 4,125 shares; 2026Q1: 3,407 shares 3,407 $1.17M 0.04% -718 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: not reported; 2025Q1: 12,033 shares; 2025Q2: 10,370 shares; 2025Q3: 10,392 shares; 2025Q4: 10,367 shares; 2026Q1: 8,041 shares 8,041 $1.17M 0.04% -2,326 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: 7,780 shares; 2024Q4: 7,261 shares; 2025Q1: not reported; 2025Q2: 8,628 shares; 2025Q3: not reported; 2025Q4: 3,273 shares; 2026Q1: 24,837 shares 24,837 $1.17M 0.04% +21,564 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 20,911 shares; 2025Q1: 62,063 shares; 2025Q2: 73,368 shares; 2025Q3: 72,178 shares; 2025Q4: 71,646 shares; 2026Q1: 20,321 shares 20,321 $1.15M 0.04% -51,325 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,812 shares; 2025Q1: 3,236 shares; 2025Q2: 4,254 shares; 2025Q3: 4,248 shares; 2025Q4: 4,212 shares; 2026Q1: 3,776 shares 3,776 $1.15M 0.04% -436 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: 17,997 shares; 2025Q2: 15,435 shares; 2025Q3: 15,577 shares; 2025Q4: 13,993 shares; 2026Q1: 12,076 shares 12,076 $1.13M 0.04% -1,917 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,796 shares; 2025Q1: 2,223 shares; 2025Q2: 6,607 shares; 2025Q3: 7,215 shares; 2025Q4: 9,693 shares; 2026Q1: 7,197 shares 7,197 $1.13M 0.04% -2,496 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,878 shares; 2025Q3: 16,290 shares; 2025Q4: 16,297 shares; 2026Q1: 15,494 shares 15,494 $1.12M 0.04% -803 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: 25,620 shares; 2024Q4: 25,697 shares; 2025Q1: 42,367 shares; 2025Q2: 14,188 shares; 2025Q3: 14,265 shares; 2025Q4: 20,462 shares; 2026Q1: 18,704 shares 18,704 $1.12M 0.04% -1,758 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,189 shares; 2025Q1: 2,456 shares; 2025Q2: 3,449 shares; 2025Q3: 3,821 shares; 2025Q4: 3,100 shares; 2026Q1: 5,598 shares 5,598 $1.11M 0.04% +2,498 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 4,013 shares; 2025Q1: 5,997 shares; 2025Q2: 10,521 shares; 2025Q3: 10,590 shares; 2025Q4: 13,643 shares; 2026Q1: 11,754 shares 11,754 $1.1M 0.04% -1,889 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,834 shares; 2025Q1: 2,735 shares; 2025Q2: 12,248 shares; 2025Q3: 12,107 shares; 2025Q4: 12,244 shares; 2026Q1: 9,287 shares 9,287 $1.1M 0.04% -2,957 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,606 shares; 2025Q2: 7,007 shares; 2025Q3: 7,080 shares; 2025Q4: 9,356 shares; 2026Q1: 14,798 shares 14,798 $1.09M 0.04% +5,442 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,877 shares; 2025Q2: 21,089 shares; 2025Q3: 22,538 shares; 2025Q4: 23,945 shares; 2026Q1: 21,281 shares 21,281 $1.09M 0.04% -2,664 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,625 shares; 2024Q4: 20,625 shares; 2025Q1: 20,625 shares; 2025Q2: 20,615 shares; 2025Q3: 20,615 shares; 2025Q4: 20,615 shares; 2026Q1: 20,605 shares 20,605 $1.09M 0.04% -10 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,076 shares; 2025Q1: 1,741 shares; 2025Q2: 3,793 shares; 2025Q3: 3,433 shares; 2025Q4: 3,496 shares; 2026Q1: 3,787 shares 3,787 $1.09M 0.04% +291 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: not reported; 2025Q1: 8,247 shares; 2025Q2: 5,116 shares; 2025Q3: 4,546 shares; 2025Q4: 4,475 shares; 2026Q1: 4,381 shares 4,381 $1.08M 0.04% -94 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,020 shares; 2025Q3: 18,679 shares; 2025Q4: 18,760 shares; 2026Q1: 18,700 shares 18,700 $1.08M 0.04% -60 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,389 shares; 2025Q2: 52,613 shares; 2025Q3: 31,455 shares; 2025Q4: 33,982 shares; 2026Q1: 27,652 shares 27,652 $1.08M 0.04% -6,330 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 3,307 shares; 2026Q1: 2,815 shares 2,815 $1.07M 0.04% -492 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,930 shares; 2024Q4: 31,657 shares; 2025Q1: 28,778 shares; 2025Q2: 26,775 shares; 2025Q3: 25,856 shares; 2025Q4: 18,286 shares; 2026Q1: 15,403 shares 15,403 $1.07M 0.04% -2,883 Timeline IWY 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: 4,271 shares; 2024Q4: 4,271 shares; 2025Q1: 4,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares; 2025Q4: 4,271 shares; 2026Q1: 4,271 shares 4,271 $1.06M 0.04% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 11,363 shares; 2025Q1: 9,556 shares; 2025Q2: 11,356 shares; 2025Q3: 11,666 shares; 2025Q4: 20,361 shares; 2026Q1: 20,422 shares 20,422 $1.06M 0.04% +61 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: 7,836 shares; 2024Q4: 8,150 shares; 2025Q1: 7,840 shares; 2025Q2: 8,709 shares; 2025Q3: 8,846 shares; 2025Q4: 8,937 shares; 2026Q1: 7,558 shares 7,558 $1.05M 0.04% -1,379 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,179 shares; 2025Q1: 1,839 shares; 2025Q2: 1,873 shares; 2025Q3: 1,848 shares; 2025Q4: 1,820 shares; 2026Q1: 1,848 shares 1,848 $1.04M 0.04% +28 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,586 shares; 2025Q1: 3,419 shares; 2025Q2: 6,630 shares; 2025Q3: 6,676 shares; 2025Q4: 4,337 shares; 2026Q1: 9,051 shares 9,051 $1.04M 0.04% +4,714 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,780 shares; 2025Q2: 56,776 shares; 2025Q3: 54,600 shares; 2025Q4: 51,697 shares; 2026Q1: 48,917 shares 48,917 $1.04M 0.04% -2,780 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: 6,054 shares; 2024Q4: 6,043 shares; 2025Q1: 7,226 shares; 2025Q2: 6,265 shares; 2025Q3: 6,675 shares; 2025Q4: 7,018 shares; 2026Q1: 4,907 shares 4,907 $1.04M 0.04% -2,111 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: 13,432 shares; 2025Q1: 27,134 shares; 2025Q2: 32,551 shares; 2025Q3: 29,988 shares; 2025Q4: 10,941 shares; 2026Q1: 27,088 shares 27,088 $1.03M 0.04% +16,147 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,730 shares; 2025Q1: 2,396 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,484 shares; 2026Q1: 3,530 shares 3,530 $1.03M 0.04% +1,046 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: 1,791 shares; 2024Q4: 1,878 shares; 2025Q1: 1,852 shares; 2025Q2: 2,151 shares; 2025Q3: 2,146 shares; 2025Q4: 3,621 shares; 2026Q1: 4,531 shares 4,531 $1.02M 0.04% +910 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares; 2026Q1: 11,457 shares 11,457 $1.02M 0.04% +8,991 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,719 shares; 2024Q4: 62,577 shares; 2025Q1: 60,785 shares; 2025Q2: 57,110 shares; 2025Q3: 56,094 shares; 2025Q4: 56,064 shares; 2026Q1: 56,329 shares 56,329 $1.02M 0.04% +265 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 2,334 shares; 2025Q3: 2,261 shares; 2025Q4: 2,058 shares; 2026Q1: 1,806 shares 1,806 $1.01M 0.04% -252 Timeline IQLT 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: 458,095 shares; 2024Q4: 464,680 shares; 2025Q1: 472,738 shares; 2025Q2: 23,550 shares; 2025Q3: 23,219 shares; 2025Q4: 25,226 shares; 2026Q1: 21,881 shares 21,881 $1.01M 0.04% -3,345 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,403 shares; 2025Q1: 3,541 shares; 2025Q2: 3,565 shares; 2025Q3: 3,531 shares; 2025Q4: 3,987 shares; 2026Q1: 10,867 shares 10,867 $1M 0.04% +6,880 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,505 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,495 shares; 2026Q1: 13,217 shares 13,217 $995K 0.04% +2,722 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 18,733 shares; 2025Q1: 21,240 shares; 2025Q2: 30,540 shares; 2025Q3: 46,410 shares; 2025Q4: 37,483 shares; 2026Q1: 29,666 shares 29,666 $995K 0.04% -7,817 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 4,040 shares; 2025Q3: 4,402 shares; 2025Q4: 4,241 shares; 2026Q1: 4,261 shares 4,261 $994K 0.04% +20 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,661 shares; 2025Q3: 20,748 shares; 2025Q4: 20,797 shares; 2026Q1: 20,827 shares 20,827 $992K 0.04% +30 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,402 shares; 2026Q1: 3,983 shares 3,983 $975K 0.04% +1,581 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,934 shares; 2024Q4: 49,823 shares; 2025Q1: 52,651 shares; 2025Q2: 35,985 shares; 2025Q3: 36,347 shares; 2025Q4: 40,967 shares; 2026Q1: 40,102 shares 40,102 $974K 0.04% -865 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: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,663 shares; 2026Q1: 2,233 shares 2,233 $952K 0.04% -1,430 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733 shares; 2025Q1: 2,573 shares; 2025Q2: 1,872 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,185 shares 6,185 $947K 0.04% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,343 shares; 2024Q4: 36,306 shares; 2025Q1: 47,989 shares; 2025Q2: 35,546 shares; 2025Q3: 35,523 shares; 2025Q4: 35,573 shares; 2026Q1: 36,478 shares 36,478 $944K 0.04% +905 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,064 shares; 2025Q2: 12,572 shares; 2025Q3: 15,414 shares; 2025Q4: 9,518 shares; 2026Q1: 10,040 shares 10,040 $938K 0.04% +522 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 1,584 shares; 2025Q3: 3,030 shares; 2025Q4: 1,295 shares; 2026Q1: 2,166 shares 2,166 $937K 0.04% +871 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,940 shares; 2025Q4: 28,684 shares; 2026Q1: 34,614 shares 34,614 $935K 0.04% +5,930 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,757 shares; 2024Q4: 16,962 shares; 2025Q1: 58,590 shares; 2025Q2: 22,030 shares; 2025Q3: 18,638 shares; 2025Q4: 18,469 shares; 2026Q1: 33,245 shares 33,245 $931K 0.04% +14,776 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 36,715 shares 36,715 $912K 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,172 shares; 2025Q2: 12,880 shares; 2025Q3: 13,455 shares; 2025Q4: 13,415 shares; 2026Q1: 14,235 shares 14,235 $912K 0.03% +820 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,412 shares; 2025Q2: 3,801 shares; 2025Q3: 3,805 shares; 2025Q4: 3,902 shares; 2026Q1: 4,774 shares 4,774 $910K 0.03% +872 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,747 shares; 2026Q1: 43,684 shares 43,684 $910K 0.03% -100,063 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,490 shares; 2025Q1: 13,721 shares; 2025Q2: 14,128 shares; 2025Q3: 14,430 shares; 2025Q4: 14,693 shares; 2026Q1: 13,957 shares 13,957 $901K 0.03% -736 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: 2,280 shares; 2024Q4: 2,347 shares; 2025Q1: 2,416 shares; 2025Q2: 5,676 shares; 2025Q3: 6,022 shares; 2025Q4: 2,778 shares; 2026Q1: 2,703 shares 2,703 $889K 0.03% -75 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,775 shares; 2025Q1: 2,926 shares; 2025Q2: 4,104 shares; 2025Q3: 4,112 shares; 2025Q4: 4,163 shares; 2026Q1: 4,271 shares 4,271 $881K 0.03% +108 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to 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: 61,689 shares; 2026Q1: 61,689 shares 61,689 $881K 0.03% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,102 shares; 2024Q4: 27,325 shares; 2025Q1: 63,725 shares; 2025Q2: 87,918 shares; 2025Q3: 89,626 shares; 2025Q4: 75,176 shares; 2026Q1: 40,655 shares 40,655 $879K 0.03% -34,521 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 10,147 shares; 2025Q1: 10,855 shares; 2025Q2: 10,812 shares; 2025Q3: 11,047 shares; 2025Q4: 11,060 shares; 2026Q1: 10,696 shares 10,696 $876K 0.03% -364 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 695 shares; 2026Q1: 592 shares 592 $872K 0.03% -103 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,413 shares; 2025Q1: 2,565 shares; 2025Q2: 2,224 shares; 2025Q3: 2,229 shares; 2025Q4: 2,300 shares; 2026Q1: 2,399 shares 2,399 $859K 0.03% +99 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,113 shares; 2025Q1: 4,066 shares; 2025Q2: 3,294 shares; 2025Q3: 3,237 shares; 2025Q4: 3,215 shares; 2026Q1: 3,152 shares 3,152 $858K 0.03% -63 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: 5,491 shares; 2025Q4: 10,344 shares; 2026Q1: 7,736 shares 7,736 $857K 0.03% -2,608 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: 5,984 shares; 2024Q4: 6,091 shares; 2025Q1: 6,607 shares; 2025Q2: 4,634 shares; 2025Q3: 4,654 shares; 2025Q4: 6,681 shares; 2026Q1: 6,131 shares 6,131 $856K 0.03% -550 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,909 shares; 2024Q4: 522,244 shares; 2025Q1: 528,254 shares; 2025Q2: 23,743 shares; 2025Q3: 23,292 shares; 2025Q4: 23,228 shares; 2026Q1: 19,737 shares 19,737 $851K 0.03% -3,491 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 12,084 shares; 2025Q1: 12,084 shares; 2025Q2: 10,665 shares; 2025Q3: 10,665 shares; 2025Q4: 10,665 shares; 2026Q1: 10,665 shares 10,665 $845K 0.03% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,616 shares; 2025Q1: 3,792 shares; 2025Q2: 3,801 shares; 2025Q3: 3,793 shares; 2025Q4: 3,889 shares; 2026Q1: 3,764 shares 3,764 $845K 0.03% -125 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 683 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,066 shares 1,066 $842K 0.03% -77 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 2,059 shares; 2025Q1: 7,259 shares; 2025Q2: 6,047 shares; 2025Q3: 12,431 shares; 2025Q4: not reported; 2026Q1: 6,274 shares 6,274 $836K 0.03% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 916 shares; 2025Q4: 811 shares; 2026Q1: 1,913 shares 1,913 $835K 0.03% +1,102 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: not reported; 2025Q1: 2,285 shares; 2025Q2: 4,494 shares; 2025Q3: 6,207 shares; 2025Q4: 6,900 shares; 2026Q1: 4,415 shares 4,415 $833K 0.03% -2,485 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: 8,894 shares; 2024Q4: 8,642 shares; 2025Q1: 8,588 shares; 2025Q2: 7,426 shares; 2025Q3: 7,328 shares; 2025Q4: 7,185 shares; 2026Q1: 2,595 shares 2,595 $825K 0.03% -4,590 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,791 shares; 2025Q1: 9,187 shares; 2025Q2: 28,070 shares; 2025Q3: 27,345 shares; 2025Q4: 26,746 shares; 2026Q1: 19,350 shares 19,350 $824K 0.03% -7,396 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,603 shares; 2025Q1: 5,424 shares; 2025Q2: 3,401 shares; 2025Q3: 2,700 shares; 2025Q4: 1,646 shares; 2026Q1: 1,506 shares 1,506 $812K 0.03% -140 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 34,430 shares; 2025Q2: 28,433 shares; 2025Q3: 24,971 shares; 2025Q4: 26,242 shares; 2026Q1: 16,152 shares 16,152 $807K 0.03% -10,090 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: 13,130 shares; 2024Q4: 13,769 shares; 2025Q1: 11,412 shares; 2025Q2: 11,039 shares; 2025Q3: 11,107 shares; 2025Q4: 11,639 shares; 2026Q1: 12,191 shares 12,191 $804K 0.03% +552 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: not reported; 2024Q4: 5,630 shares; 2025Q1: 19,503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,538 shares; 2026Q1: 15,641 shares 15,641 $804K 0.03% -1,897 Timeline XT 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: 20,682 shares; 2024Q4: 21,006 shares; 2025Q1: 20,040 shares; 2025Q2: 12,025 shares; 2025Q3: 12,025 shares; 2025Q4: 11,741 shares; 2026Q1: 11,741 shares 11,741 $800K 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,205 shares; 2025Q1: 4,301 shares; 2025Q2: 4,444 shares; 2025Q3: 4,399 shares; 2025Q4: 4,428 shares; 2026Q1: 3,900 shares 3,900 $795K 0.03% -528 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: 2,574 shares; 2024Q4: 2,625 shares; 2025Q1: 2,621 shares; 2025Q2: 2,662 shares; 2025Q3: 2,344 shares; 2025Q4: 4,616 shares; 2026Q1: 4,537 shares 4,537 $792K 0.03% -79 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,654 shares; 2024Q4: 16,419 shares; 2025Q1: 16,419 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares; 2025Q4: 15,860 shares; 2026Q1: 15,829 shares 15,829 $791K 0.03% -31 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,714 shares; 2026Q1: 17,714 shares 17,714 $790K 0.03% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,386 shares; 2024Q4: 55,581 shares; 2025Q1: 53,983 shares; 2025Q2: 48,778 shares; 2025Q3: 44,616 shares; 2025Q4: 43,255 shares; 2026Q1: 42,952 shares 42,952 $789K 0.03% -303 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,558 shares; 2024Q4: 61,319 shares; 2025Q1: 135,067 shares; 2025Q2: 160,825 shares; 2025Q3: 251,585 shares; 2025Q4: 256,777 shares; 2026Q1: 120,157 shares 120,157 $789K 0.03% -136,620 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,332 shares; 2026Q1: 7,887 shares 7,887 $789K 0.03% -1,445 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 2,150 shares; 2025Q2: 1,938 shares; 2025Q3: 1,940 shares; 2025Q4: 1,943 shares; 2026Q1: 1,927 shares 1,927 $785K 0.03% -16 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,629 shares; 2025Q1: 1,663 shares; 2025Q2: 1,786 shares; 2025Q3: 1,591 shares; 2025Q4: 1,582 shares; 2026Q1: 1,701 shares 1,701 $784K 0.03% +119 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,523 shares; 2025Q2: 6,888 shares; 2025Q3: 6,894 shares; 2025Q4: 7,083 shares; 2026Q1: 7,323 shares 7,323 $782K 0.03% +240 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,977 shares; 2025Q1: 5,627 shares; 2025Q2: 3,154 shares; 2025Q3: 3,159 shares; 2025Q4: 3,358 shares; 2026Q1: 2,855 shares 2,855 $781K 0.03% -503 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: 3,403 shares; 2025Q2: 14,883 shares; 2025Q3: 12,959 shares; 2025Q4: 12,849 shares; 2026Q1: 11,203 shares 11,203 $778K 0.03% -1,646 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: not reported; 2025Q4: 5,978 shares; 2026Q1: 6,606 shares 6,606 $777K 0.03% +628 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,611 shares; 2025Q1: 25,896 shares; 2025Q2: 37,696 shares; 2025Q3: 20,896 shares; 2025Q4: 43,519 shares; 2026Q1: 41,302 shares 41,302 $771K 0.03% -2,217 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,158 shares; 2025Q1: 27,258 shares; 2025Q2: 40,032 shares; 2025Q3: 28,146 shares; 2025Q4: 30,898 shares; 2026Q1: 31,859 shares 31,859 $771K 0.03% +961 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,425 shares; 2025Q4: 4,430 shares; 2026Q1: 4,507 shares 4,507 $762K 0.03% +77 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,997 shares; 2025Q1: 11,997 shares; 2025Q2: 11,997 shares; 2025Q3: 11,997 shares; 2025Q4: 15,046 shares; 2026Q1: 15,046 shares 15,046 $761K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 9,919 shares; 2025Q1: 7,969 shares; 2025Q2: 6,971 shares; 2025Q3: 4,381 shares; 2025Q4: 4,310 shares; 2026Q1: 1,825 shares 1,825 $761K 0.03% -2,485 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 15,402 shares; 2025Q3: 15,970 shares; 2025Q4: 15,941 shares; 2026Q1: 15,462 shares 15,462 $759K 0.03% -479 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 2,231 shares; 2025Q3: 2,249 shares; 2025Q4: 2,475 shares; 2026Q1: 2,233 shares 2,233 $758K 0.03% -242 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 16,855 shares; 2025Q3: 17,394 shares; 2025Q4: 23,106 shares; 2026Q1: 15,445 shares 15,445 $757K 0.03% -7,661 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,242 shares; 2025Q3: 9,876 shares; 2025Q4: 15,305 shares; 2026Q1: 11,251 shares 11,251 $756K 0.03% -4,054 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: 8,887 shares; 2024Q4: 14,181 shares; 2025Q1: 17,461 shares; 2025Q2: 11,558 shares; 2025Q3: 10,711 shares; 2025Q4: 16,365 shares; 2026Q1: 16,578 shares 16,578 $750K 0.03% +213 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,430 shares; 2025Q2: 8,524 shares; 2025Q3: 7,161 shares; 2025Q4: 7,477 shares; 2026Q1: 3,117 shares 3,117 $746K 0.03% -4,360 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,420 shares; 2025Q1: 6,591 shares; 2025Q2: 6,433 shares; 2025Q3: 6,297 shares; 2025Q4: 6,189 shares; 2026Q1: 5,916 shares 5,916 $744K 0.03% -273 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: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 1,314 shares; 2025Q3: 1,326 shares; 2025Q4: 1,332 shares; 2026Q1: 2,304 shares 2,304 $744K 0.03% +972 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: not reported; 2025Q1: 2,401 shares; 2025Q2: 12,391 shares; 2025Q3: 12,171 shares; 2025Q4: 5,927 shares; 2026Q1: 5,171 shares 5,171 $742K 0.03% -756 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,421 shares; 2025Q1: 19,894 shares; 2025Q2: 26,515 shares; 2025Q3: 25,643 shares; 2025Q4: 24,775 shares; 2026Q1: 18,545 shares 18,545 $740K 0.03% -6,230 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,329 shares; 2025Q1: 7,309 shares; 2025Q2: 4,145 shares; 2025Q3: 4,876 shares; 2025Q4: 3,585 shares; 2026Q1: 3,623 shares 3,623 $737K 0.03% +38 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,157 shares; 2026Q1: 13,929 shares 13,929 $736K 0.03% -228 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: 992 shares; 2024Q4: 1,183 shares; 2025Q1: 1,865 shares; 2025Q2: 1,375 shares; 2025Q3: 1,590 shares; 2025Q4: 988 shares; 2026Q1: 3,492 shares 3,492 $733K 0.03% +2,504 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,408 shares; 2025Q1: 6,635 shares; 2025Q2: 2,570 shares; 2025Q3: 4,425 shares; 2025Q4: 4,109 shares; 2026Q1: 2,212 shares 2,212 $732K 0.03% -1,897 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,461 shares; 2025Q1: 2,480 shares; 2025Q2: 3,059 shares; 2025Q3: 2,888 shares; 2025Q4: 4,241 shares; 2026Q1: 1,638 shares 1,638 $731K 0.03% -2,603 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,193 shares; 2024Q4: 28,413 shares; 2025Q1: 30,129 shares; 2025Q2: 29,385 shares; 2025Q3: 29,529 shares; 2025Q4: 29,397 shares; 2026Q1: 32,057 shares 32,057 $730K 0.03% +2,660 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: 37,943 shares; 2024Q4: 36,881 shares; 2025Q1: 38,576 shares; 2025Q2: 5,545 shares; 2025Q3: 5,231 shares; 2025Q4: 5,314 shares; 2026Q1: 7,553 shares 7,553 $728K 0.03% +2,239 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,092 shares; 2025Q2: 22,727 shares; 2025Q3: 19,512 shares; 2025Q4: 16,276 shares; 2026Q1: 13,048 shares 13,048 $726K 0.03% -3,228 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,001 shares; 2024Q4: 18,650 shares; 2025Q1: 19,973 shares; 2025Q2: 20,676 shares; 2025Q3: 8,461 shares; 2025Q4: 10,033 shares; 2026Q1: 3,656 shares 3,656 $725K 0.03% -6,377 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: 4,735 shares; 2024Q4: 4,785 shares; 2025Q1: 5,086 shares; 2025Q2: 4,844 shares; 2025Q3: 4,851 shares; 2025Q4: 8,214 shares; 2026Q1: 8,157 shares 8,157 $719K 0.03% -57 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 0 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: 9,589 shares; 2024Q4: 9,624 shares; 2025Q1: 6,804 shares; 2025Q2: 9,114 shares; 2025Q3: 33,035 shares; 2025Q4: 38,202 shares; 2026Q1: 11,159 shares 11,159 $716K 0.03% -27,043 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: 8,168 shares; 2024Q4: 8,266 shares; 2025Q1: 7,614 shares; 2025Q2: 7,596 shares; 2025Q3: 7,702 shares; 2025Q4: 9,287 shares; 2026Q1: 9,949 shares 9,949 $710K 0.03% +662 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 17,460 shares; 2025Q1: 17,790 shares; 2025Q2: 18,216 shares; 2025Q3: 18,545 shares; 2025Q4: 17,289 shares; 2026Q1: 16,634 shares 16,634 $708K 0.03% -655 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 3,206 shares; 2025Q1: 25,733 shares; 2025Q2: 28,518 shares; 2025Q3: 23,435 shares; 2025Q4: 13,281 shares; 2026Q1: 12,396 shares 12,396 $700K 0.03% -885 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,721 shares; 2025Q1: 6,604 shares; 2025Q2: 10,420 shares; 2025Q3: 5,519 shares; 2025Q4: 4,081 shares; 2026Q1: 4,136 shares 4,136 $700K 0.03% +55 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: 15,501 shares; 2024Q4: 15,501 shares; 2025Q1: 15,426 shares; 2025Q2: 15,544 shares; 2025Q3: 8,530 shares; 2025Q4: 6,492 shares; 2026Q1: 5,865 shares 5,865 $696K 0.03% -627 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,369 shares; 2025Q2: 5,848 shares; 2025Q3: 6,831 shares; 2025Q4: 5,899 shares; 2026Q1: 5,160 shares 5,160 $692K 0.03% -739 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY 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: 2,444 shares; 2026Q1: 5,198 shares 5,198 $692K 0.03% +2,754 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: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,286 shares; 2026Q1: 3,284 shares 3,284 $686K 0.03% -2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,264 shares; 2025Q2: 3,786 shares; 2025Q3: 3,702 shares; 2025Q4: 3,630 shares; 2026Q1: 3,674 shares 3,674 $685K 0.03% +44 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 3,073 shares; 2025Q1: 9,516 shares; 2025Q2: 5,058 shares; 2025Q3: 5,708 shares; 2025Q4: 2,702 shares; 2026Q1: 2,932 shares 2,932 $680K 0.03% +230 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: 39,478 shares; 2024Q4: 39,072 shares; 2025Q1: 51,248 shares; 2025Q2: 5,440 shares; 2025Q3: 4,490 shares; 2025Q4: 4,956 shares; 2026Q1: 5,275 shares 5,275 $679K 0.03% +319 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 947 shares; 2025Q3: 1,263 shares; 2025Q4: 2,666 shares; 2026Q1: 2,935 shares 2,935 $674K 0.03% +269 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 9,803 shares; 2025Q3: 9,980 shares; 2025Q4: 9,966 shares; 2026Q1: 9,028 shares 9,028 $674K 0.03% -938 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 16,308 shares; 2025Q3: 16,370 shares; 2025Q4: 16,317 shares; 2026Q1: 16,325 shares 16,325 $673K 0.03% +8 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC 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: 3,935 shares; 2025Q3: 4,048 shares; 2025Q4: 4,061 shares; 2026Q1: 4,073 shares 4,073 $671K 0.03% +12 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,360 shares; 2025Q2: 6,520 shares; 2025Q3: 6,539 shares; 2025Q4: 6,536 shares; 2026Q1: 5,846 shares 5,846 $670K 0.03% -690 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,897 shares; 2025Q1: 4,089 shares; 2025Q2: 4,034 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,878 shares 4,878 $669K 0.03% +878 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,121 shares; 2026Q1: 9,083 shares 9,083 $667K 0.03% +962 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: 7,192 shares; 2024Q4: 7,223 shares; 2025Q1: 9,569 shares; 2025Q2: 11,790 shares; 2025Q3: 11,790 shares; 2025Q4: 11,941 shares; 2026Q1: 10,081 shares 10,081 $658K 0.02% -1,860 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 10,124 shares; 2025Q3: 10,111 shares; 2025Q4: 10,152 shares; 2026Q1: 9,485 shares 9,485 $656K 0.02% -667 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,506 shares; 2025Q2: 3,770 shares; 2025Q3: 3,564 shares; 2025Q4: 3,559 shares; 2026Q1: 2,385 shares 2,385 $649K 0.02% -1,174 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,371 shares 11,371 $646K 0.02% new Timeline EEMV 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: 92,470 shares; 2024Q4: 91,138 shares; 2025Q1: 86,231 shares; 2025Q2: 9,915 shares; 2025Q3: 9,915 shares; 2025Q4: 9,939 shares; 2026Q1: 9,915 shares 9,915 $642K 0.02% -24 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,665 shares; 2025Q3: 10,389 shares; 2025Q4: 10,884 shares; 2026Q1: 10,853 shares 10,853 $641K 0.02% -31 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: not reported; 2025Q1: 10,403 shares; 2025Q2: 13,484 shares; 2025Q3: 13,877 shares; 2025Q4: 13,903 shares; 2026Q1: 14,099 shares 14,099 $635K 0.02% +196 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,068 shares; 2025Q2: 3,952 shares; 2025Q3: 9,948 shares; 2025Q4: 9,820 shares; 2026Q1: 7,891 shares 7,891 $632K 0.02% -1,929 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,438 shares; 2025Q2: 4,158 shares; 2025Q3: 4,201 shares; 2025Q4: 4,188 shares; 2026Q1: 3,236 shares 3,236 $632K 0.02% -952 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 15,743 shares; 2025Q3: 9,568 shares; 2025Q4: 55,762 shares; 2026Q1: 23,982 shares 23,982 $631K 0.02% -31,780 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 5,154 shares; 2025Q4: 6,028 shares; 2026Q1: 6,404 shares 6,404 $631K 0.02% +376 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: 2,967 shares; 2024Q4: 3,025 shares; 2025Q1: 3,297 shares; 2025Q2: 3,227 shares; 2025Q3: 2,987 shares; 2025Q4: 3,475 shares; 2026Q1: 3,829 shares 3,829 $630K 0.02% +354 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES 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: 15,795 shares; 2025Q3: 17,427 shares; 2025Q4: 14,712 shares; 2026Q1: 13,436 shares 13,436 $628K 0.02% -1,276 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,654 shares; 2025Q2: 13,654 shares; 2025Q3: 13,954 shares; 2025Q4: 28,567 shares; 2026Q1: 30,064 shares 30,064 $628K 0.02% +1,497 Timeline IXUS 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: 25,938 shares; 2024Q4: 25,477 shares; 2025Q1: 24,688 shares; 2025Q2: 7,638 shares; 2025Q3: 7,638 shares; 2025Q4: 7,233 shares; 2026Q1: 7,233 shares 7,233 $627K 0.02% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,868 shares; 2024Q4: 19,277 shares; 2025Q1: 18,328 shares; 2025Q2: 10,407 shares; 2025Q3: not reported; 2025Q4: 15,592 shares; 2026Q1: 28,946 shares 28,946 $626K 0.02% +13,354 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,096 shares; 2024Q4: 12,298 shares; 2025Q1: 17,638 shares; 2025Q2: 23,625 shares; 2025Q3: not reported; 2025Q4: 27,366 shares; 2026Q1: 48,525 shares 48,525 $625K 0.02% +21,159 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,679 shares; 2025Q3: 9,106 shares; 2025Q4: 8,845 shares; 2026Q1: 9,001 shares 9,001 $625K 0.02% +156 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,651 shares; 2024Q4: 6,545 shares; 2025Q1: 10,785 shares; 2025Q2: 11,318 shares; 2025Q3: 11,941 shares; 2025Q4: 13,766 shares; 2026Q1: 13,396 shares 13,396 $614K 0.02% -370 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 3,947 shares; 2025Q1: 3,955 shares; 2025Q2: 4,026 shares; 2025Q3: 4,067 shares; 2025Q4: 4,029 shares; 2026Q1: 5,106 shares 5,106 $610K 0.02% +1,077 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,580 shares; 2025Q4: 13,365 shares; 2026Q1: 8,396 shares 8,396 $609K 0.02% -4,969 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,073 shares; 2025Q1: 1,080 shares; 2025Q2: 1,079 shares; 2025Q3: 1,088 shares; 2025Q4: 1,084 shares; 2026Q1: 2,901 shares 2,901 $609K 0.02% +1,817 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,656 shares; 2025Q1: 2,529 shares; 2025Q2: 2,502 shares; 2025Q3: 2,483 shares; 2025Q4: 2,608 shares; 2026Q1: 2,563 shares 2,563 $606K 0.02% -45 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,644 shares; 2024Q4: 7,260 shares; 2025Q1: not reported; 2025Q2: 9,643 shares; 2025Q3: 7,964 shares; 2025Q4: 22,394 shares; 2026Q1: 21,606 shares 21,606 $598K 0.02% -788 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: 31,054 shares; 2024Q4: 31,068 shares; 2025Q1: 75,206 shares; 2025Q2: 63,711 shares; 2025Q3: 62,923 shares; 2025Q4: 66,302 shares; 2026Q1: 38,182 shares 38,182 $598K 0.02% -28,120 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,866 shares; 2025Q1: 4,528 shares; 2025Q2: 4,580 shares; 2025Q3: 3,653 shares; 2025Q4: 3,789 shares; 2026Q1: 4,721 shares 4,721 $597K 0.02% +932 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 8,064 shares; 2025Q3: 7,980 shares; 2025Q4: 8,058 shares; 2026Q1: 8,211 shares 8,211 $597K 0.02% +153 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,414 shares; 2025Q1: 3,306 shares; 2025Q2: 9,335 shares; 2025Q3: 9,643 shares; 2025Q4: 9,695 shares; 2026Q1: 26,552 shares 26,552 $597K 0.02% +16,857 Timeline EFAV 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: 6,479 shares; 2024Q4: 6,479 shares; 2025Q1: 6,559 shares; 2025Q2: 6,492 shares; 2025Q3: 6,492 shares; 2025Q4: 6,530 shares; 2026Q1: 6,492 shares 6,492 $593K 0.02% -38 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES 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: 7,928 shares; 2025Q3: 8,939 shares; 2025Q4: 9,096 shares; 2026Q1: 8,522 shares 8,522 $590K 0.02% -574 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 11,985 shares; 2025Q1: 12,625 shares; 2025Q2: 2,090 shares; 2025Q3: 1,238 shares; 2025Q4: 1,256 shares; 2026Q1: 1,197 shares 1,197 $588K 0.02% -59 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,845 shares; 2024Q4: 7,635 shares; 2025Q1: 13,043 shares; 2025Q2: 12,725 shares; 2025Q3: 12,794 shares; 2025Q4: 13,545 shares; 2026Q1: 12,094 shares 12,094 $585K 0.02% -1,451 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: 8,358 shares; 2024Q4: 7,320 shares; 2025Q1: 7,467 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 5,513 shares; 2026Q1: 5,513 shares 5,513 $585K 0.02% 0 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: 3,301 shares; 2024Q4: 6,649 shares; 2025Q1: 5,050 shares; 2025Q2: 4,882 shares; 2025Q3: 4,625 shares; 2025Q4: 4,754 shares; 2026Q1: 5,203 shares 5,203 $585K 0.02% +449 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,268 shares; 2025Q2: 44,955 shares; 2025Q3: 48,458 shares; 2025Q4: 48,776 shares; 2026Q1: 47,600 shares 47,600 $585K 0.02% -1,176 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,357 shares; 2025Q3: 14,718 shares; 2025Q4: 14,733 shares; 2026Q1: 14,157 shares 14,157 $581K 0.02% -576 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 5,781 shares; 2025Q3: 9,994 shares; 2025Q4: 9,196 shares; 2026Q1: 6,140 shares 6,140 $581K 0.02% -3,056 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,805 shares; 2025Q1: 3,493 shares; 2025Q2: 3,406 shares; 2025Q3: 3,983 shares; 2025Q4: 3,611 shares; 2026Q1: 2,737 shares 2,737 $581K 0.02% -874 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,230 shares; 2024Q4: 24,844 shares; 2025Q1: 133,352 shares; 2025Q2: 103,323 shares; 2025Q3: 27,620 shares; 2025Q4: 36,543 shares; 2026Q1: 43,573 shares 43,573 $580K 0.02% +7,030 Timeline HYMB 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: 28,689 shares; 2024Q4: 28,689 shares; 2025Q1: 28,689 shares; 2025Q2: 23,340 shares; 2025Q3: 23,340 shares; 2025Q4: 23,340 shares; 2026Q1: 23,340 shares 23,340 $579K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,971 shares; 2025Q2: 6,903 shares; 2025Q3: 6,185 shares; 2025Q4: 4,548 shares; 2026Q1: 4,553 shares 4,553 $577K 0.02% +5 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,101 shares; 2025Q3: 6,047 shares; 2025Q4: 6,047 shares; 2026Q1: 5,911 shares 5,911 $573K 0.02% -136 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,903 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,766 shares 8,766 $570K 0.02% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,844 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,941 shares; 2026Q1: 33,152 shares 33,152 $563K 0.02% +18,211 Timeline NWSA NEWS CORP NEW More: the full row for NEWS 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: 42,813 shares; 2025Q3: 42,992 shares; 2025Q4: 10,422 shares; 2026Q1: 22,527 shares 22,527 $562K 0.02% +12,105 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,099 shares; 2024Q4: 473,739 shares; 2025Q1: 490,424 shares; 2025Q2: 15,314 shares; 2025Q3: 14,510 shares; 2025Q4: 27,357 shares; 2026Q1: 22,679 shares 22,679 $561K 0.02% -4,678 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: 1,965 shares; 2024Q4: 2,123 shares; 2025Q1: 2,140 shares; 2025Q2: 2,089 shares; 2025Q3: 2,100 shares; 2025Q4: 2,089 shares; 2026Q1: 2,107 shares 2,107 $560K 0.02% +18 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,818 shares 9,818 $560K 0.02% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,428 shares; 2025Q3: 11,299 shares; 2025Q4: 11,337 shares; 2026Q1: 10,268 shares 10,268 $560K 0.02% -1,069 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,890 shares; 2024Q4: 10,751 shares; 2025Q1: 7,930 shares; 2025Q2: 7,864 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,881 shares 22,881 $559K 0.02% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,396 shares; 2025Q3: 4,401 shares; 2025Q4: 4,404 shares; 2026Q1: 4,700 shares 4,700 $556K 0.02% +296 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,160 shares 1,160 $553K 0.02% -20 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 6,143 shares; 2025Q3: 8,012 shares; 2025Q4: 10,316 shares; 2026Q1: 10,321 shares 10,321 $552K 0.02% +5 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,524 shares; 2026Q1: 3,597 shares 3,597 $550K 0.02% +73 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 18,890 shares; 2025Q1: 20,247 shares; 2025Q2: 23,874 shares; 2025Q3: 15,090 shares; 2025Q4: 15,243 shares; 2026Q1: 2,656 shares 2,656 $549K 0.02% -12,587 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,578 shares; 2025Q1: 1,859 shares; 2025Q2: 1,980 shares; 2025Q3: 1,868 shares; 2025Q4: 1,814 shares; 2026Q1: 1,397 shares 1,397 $545K 0.02% -417 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: 13,596 shares; 2024Q4: 13,338 shares; 2025Q1: 14,181 shares; 2025Q2: 3,911 shares; 2025Q3: 3,861 shares; 2025Q4: 3,793 shares; 2026Q1: 2,759 shares 2,759 $543K 0.02% -1,034 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,073 shares; 2025Q1: 4,031 shares; 2025Q2: 6,163 shares; 2025Q3: 6,884 shares; 2025Q4: 3,319 shares; 2026Q1: 8,610 shares 8,610 $540K 0.02% +5,291 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,977 shares; 2024Q4: 5,977 shares; 2025Q1: 5,957 shares; 2025Q2: 5,697 shares; 2025Q3: 4,673 shares; 2025Q4: 6,722 shares; 2026Q1: 11,319 shares 11,319 $537K 0.02% +4,597 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,791 shares 5,791 $536K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,135 shares; 2025Q4: 7,680 shares; 2026Q1: 7,647 shares 7,647 $530K 0.02% -33 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,457 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 6,711 shares; 2025Q4: 6,422 shares; 2026Q1: 6,122 shares 6,122 $529K 0.02% -300 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 264 shares; 2025Q4: 378 shares; 2026Q1: 539 shares 539 $528K 0.02% +161 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 57,794 shares 57,794 $528K 0.02% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,154 shares; 2024Q4: 16,896 shares; 2025Q1: 17,829 shares; 2025Q2: 17,486 shares; 2025Q3: 17,689 shares; 2025Q4: 3,101 shares; 2026Q1: 3,217 shares 3,217 $525K 0.02% +116 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: 1,485 shares; 2024Q4: 4,245 shares; 2025Q1: 7,475 shares; 2025Q2: 9,318 shares; 2025Q3: 5,132 shares; 2025Q4: 35,851 shares; 2026Q1: 7,694 shares 7,694 $525K 0.02% -28,157 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: 2,235 shares; 2024Q4: 5,695 shares; 2025Q1: 7,161 shares; 2025Q2: 2,678 shares; 2025Q3: 2,583 shares; 2025Q4: 2,553 shares; 2026Q1: 2,138 shares 2,138 $522K 0.02% -415 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 892 shares; 2025Q3: 821 shares; 2025Q4: 1,497 shares; 2026Q1: 1,170 shares 1,170 $520K 0.02% -327 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS 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: 15,350 shares; 2025Q3: 15,402 shares; 2025Q4: 21,161 shares; 2026Q1: 20,456 shares 20,456 $519K 0.02% -705 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,006 shares 6,006 $517K 0.02% new Timeline