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: not reported; 2024Q4: not reported; 2025Q1: 551,208 shares; 2025Q2: 563,275 shares; 2025Q3: 1,004,765 shares; 2025Q4: 1,015,610 shares; 2026Q1: 1,763,387 shares 1,763,387 $160M 9.9% +747,777 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618,772 shares; 2024Q4: 2,765,275 shares; 2025Q1: 2,890,675 shares; 2025Q2: 2,776,880 shares; 2025Q3: 2,745,347 shares; 2025Q4: 2,748,630 shares; 2026Q1: 2,677,850 shares 2,677,850 $92.5M 5.74% -70,780 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,641 shares; 2024Q4: 351,765 shares; 2025Q1: 655,042 shares; 2025Q2: 662,568 shares; 2025Q3: 664,615 shares; 2025Q4: 661,153 shares; 2026Q1: 625,603 shares 625,603 $58M 3.59% -35,550 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424,996 shares; 2025Q2: 653,750 shares; 2025Q3: 622,862 shares; 2025Q4: 609,240 shares; 2026Q1: 516,187 shares 516,187 $57.2M 3.54% -93,053 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,027 shares; 2025Q3: 497,096 shares; 2025Q4: 507,509 shares; 2026Q1: 525,436 shares 525,436 $55.8M 3.46% +17,927 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,432 shares; 2024Q4: 684,532 shares; 2025Q1: 618,057 shares; 2025Q2: 621,071 shares; 2025Q3: 409,900 shares; 2025Q4: 400,284 shares; 2026Q1: 460,638 shares 460,638 $50.9M 3.15% +60,354 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: 94,825 shares; 2024Q4: 89,121 shares; 2025Q1: 88,192 shares; 2025Q2: 99,162 shares; 2025Q3: 90,909 shares; 2025Q4: 87,125 shares; 2026Q1: 83,410 shares 83,410 $48.1M 2.98% -3,715 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,216,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536,734 shares; 2025Q4: 1,556,637 shares; 2026Q1: 1,530,814 shares 1,530,814 $46.2M 2.86% -25,823 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050,724 shares 1,050,724 $42.9M 2.66% new 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: 227,184 shares; 2024Q4: 216,769 shares; 2025Q1: 222,261 shares; 2025Q2: 224,515 shares; 2025Q3: 237,832 shares; 2025Q4: 235,901 shares; 2026Q1: 218,914 shares 218,914 $38.2M 2.37% -16,987 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: 183,060 shares; 2024Q4: 153,400 shares; 2025Q1: 156,104 shares; 2025Q2: 157,606 shares; 2025Q3: 158,323 shares; 2025Q4: 159,970 shares; 2026Q1: 149,998 shares 149,998 $38.1M 2.36% -9,972 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: 278,514 shares; 2024Q4: 268,385 shares; 2025Q1: 234,105 shares; 2025Q2: 234,233 shares; 2025Q3: 234,322 shares; 2025Q4: 200,421 shares; 2026Q1: 200,508 shares 200,508 $35M 2.17% +87 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: 360,063 shares; 2024Q4: 353,503 shares; 2025Q1: 342,333 shares; 2025Q2: 340,284 shares; 2025Q3: 336,841 shares; 2025Q4: 334,201 shares; 2026Q1: 328,795 shares 328,795 $29M 1.8% -5,406 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: 70,938 shares; 2024Q4: 71,927 shares; 2025Q1: 72,588 shares; 2025Q2: 72,759 shares; 2025Q3: 74,671 shares; 2025Q4: 74,078 shares; 2026Q1: 76,498 shares 76,498 $28.3M 1.76% +2,420 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: 24,112 shares; 2024Q4: 64,284 shares; 2025Q1: 65,989 shares; 2025Q2: 96,486 shares; 2025Q3: 97,623 shares; 2025Q4: 96,077 shares; 2026Q1: 93,127 shares 93,127 $26.8M 1.66% -2,950 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,105 shares; 2024Q4: 268,617 shares; 2025Q1: 268,877 shares; 2025Q2: 267,959 shares; 2025Q3: 268,906 shares; 2025Q4: 271,640 shares; 2026Q1: 228,351 shares 228,351 $26.4M 1.63% -43,289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,428 shares; 2025Q4: 96,538 shares; 2026Q1: 137,221 shares 137,221 $26.3M 1.63% +40,683 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063,208 shares; 2025Q3: 1,055,332 shares; 2025Q4: 1,034,774 shares; 2026Q1: 714,233 shares 714,233 $23.5M 1.46% -320,541 Timeline IBTM 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: 937,088 shares; 2025Q2: not reported; 2025Q3: 902,319 shares; 2025Q4: not reported; 2026Q1: 893,909 shares 893,909 $20.5M 1.27% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182,122 shares; 2025Q2: 184,187 shares; 2025Q3: 184,583 shares; 2025Q4: 186,823 shares; 2026Q1: 190,109 shares 190,109 $19.7M 1.22% +3,286 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,062 shares; 2024Q4: 301,430 shares; 2025Q1: 309,567 shares; 2025Q2: 323,255 shares; 2025Q3: 389,185 shares; 2025Q4: 398,431 shares; 2026Q1: 410,753 shares 410,753 $19.5M 1.21% +12,322 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: 93,764 shares; 2024Q4: 94,228 shares; 2025Q1: 62,990 shares; 2025Q2: 61,604 shares; 2025Q3: 60,635 shares; 2025Q4: 58,115 shares; 2026Q1: 57,769 shares 57,769 $17.9M 1.11% -346 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: 13,707 shares; 2024Q4: 14,565 shares; 2025Q1: 14,924 shares; 2025Q2: 11,550 shares; 2025Q3: 11,437 shares; 2025Q4: 11,113 shares; 2026Q1: 10,689 shares 10,689 $15.7M 0.98% -424 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: 63,528 shares; 2024Q4: 64,537 shares; 2025Q1: 67,013 shares; 2025Q2: 68,347 shares; 2025Q3: 73,457 shares; 2025Q4: 77,714 shares; 2026Q1: 73,631 shares 73,631 $15.3M 0.95% -4,083 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: 566,443 shares; 2024Q4: 566,443 shares; 2025Q1: 566,443 shares; 2025Q2: 566,496 shares; 2025Q3: 566,704 shares; 2025Q4: 567,255 shares; 2026Q1: 568,674 shares 568,674 $13.9M 0.86% +1,419 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: 52,173 shares; 2024Q4: 53,376 shares; 2025Q1: 56,779 shares; 2025Q2: 59,687 shares; 2025Q3: 59,974 shares; 2025Q4: 58,463 shares; 2026Q1: 59,108 shares 59,108 $12.2M 0.76% +645 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: 41,079 shares; 2024Q4: 40,925 shares; 2025Q1: 40,884 shares; 2025Q2: 41,223 shares; 2025Q3: 42,305 shares; 2025Q4: 42,076 shares; 2026Q1: 41,508 shares 41,508 $12.2M 0.76% -568 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: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 1,699 shares; 2025Q2: 31,804 shares; 2025Q3: 29,584 shares; 2025Q4: 28,439 shares; 2026Q1: 27,963 shares 27,963 $9.84M 0.61% -476 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: 28,637 shares; 2025Q1: 3,032 shares; 2025Q2: 29,629 shares; 2025Q3: 29,904 shares; 2025Q4: 29,726 shares; 2026Q1: 26,379 shares 26,379 $9.44M 0.58% -3,347 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,690 shares; 2024Q4: 140,124 shares; 2025Q1: 143,972 shares; 2025Q2: 149,619 shares; 2025Q3: 136,704 shares; 2025Q4: 141,454 shares; 2026Q1: 147,321 shares 147,321 $9.22M 0.57% +5,867 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: 110,903 shares; 2024Q4: 116,157 shares; 2025Q1: 121,642 shares; 2025Q2: 123,186 shares; 2025Q3: 121,631 shares; 2025Q4: 120,575 shares; 2026Q1: 118,544 shares 118,544 $9.02M 0.56% -2,031 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: 81,947 shares; 2024Q4: 152,021 shares; 2025Q1: 137,636 shares; 2025Q2: 143,260 shares; 2025Q3: 143,004 shares; 2025Q4: 146,693 shares; 2026Q1: 150,243 shares 150,243 $8.87M 0.55% +3,550 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: 52,408 shares; 2024Q4: 53,200 shares; 2025Q1: 55,366 shares; 2025Q2: 55,033 shares; 2025Q3: 55,603 shares; 2025Q4: 55,914 shares; 2026Q1: 55,176 shares 55,176 $8.81M 0.55% -738 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: 65,892 shares; 2024Q4: 62,640 shares; 2025Q1: 64,555 shares; 2025Q2: 65,584 shares; 2025Q3: 63,630 shares; 2025Q4: 60,313 shares; 2026Q1: 59,592 shares 59,592 $8.77M 0.54% -721 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: 45,226 shares; 2024Q4: 45,226 shares; 2025Q1: 45,226 shares; 2025Q2: 178,742 shares; 2025Q3: 158,326 shares; 2025Q4: 151,371 shares; 2026Q1: 149,130 shares 149,130 $8.47M 0.52% -2,241 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: 15,406 shares; 2024Q4: 15,881 shares; 2025Q1: 16,685 shares; 2025Q2: 17,037 shares; 2025Q3: 17,213 shares; 2025Q4: 16,655 shares; 2026Q1: 16,760 shares 16,760 $8.31M 0.52% +105 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: 15,115 shares; 2024Q4: 15,113 shares; 2025Q1: 15,853 shares; 2025Q2: 15,700 shares; 2025Q3: 15,728 shares; 2025Q4: 15,566 shares; 2026Q1: 14,992 shares 14,992 $8.07M 0.5% -574 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: 29,871 shares; 2024Q4: 30,953 shares; 2025Q1: 33,614 shares; 2025Q2: 34,403 shares; 2025Q3: 34,450 shares; 2025Q4: 33,997 shares; 2026Q1: 32,871 shares 32,871 $8.03M 0.5% -1,126 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: 8,084 shares; 2025Q1: 8,188 shares; 2025Q2: 8,282 shares; 2025Q3: 8,342 shares; 2025Q4: 8,289 shares; 2026Q1: 8,327 shares 8,327 $8.01M 0.5% +38 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: 37,315 shares; 2024Q4: 36,183 shares; 2025Q1: 36,718 shares; 2025Q2: 36,369 shares; 2025Q3: 36,112 shares; 2025Q4: 35,121 shares; 2026Q1: 34,329 shares 34,329 $7.96M 0.49% -792 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: 48,914 shares; 2024Q4: 50,263 shares; 2025Q1: 52,757 shares; 2025Q2: 54,483 shares; 2025Q3: 55,290 shares; 2025Q4: 52,343 shares; 2026Q1: 54,376 shares 54,376 $7.85M 0.49% +2,033 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: 131,024 shares; 2024Q4: 136,122 shares; 2025Q1: 144,312 shares; 2025Q2: 152,622 shares; 2025Q3: 154,702 shares; 2025Q4: 160,395 shares; 2026Q1: 163,828 shares 163,828 $7.47M 0.46% +3,433 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,976 shares; 2024Q4: 101,976 shares; 2025Q1: 101,976 shares; 2025Q2: 102,169 shares; 2025Q3: 102,021 shares; 2025Q4: 102,174 shares; 2026Q1: 102,148 shares 102,148 $7.43M 0.46% -26 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,913 shares; 2024Q4: 32,215 shares; 2025Q1: 33,259 shares; 2025Q2: 33,521 shares; 2025Q3: 33,032 shares; 2025Q4: 32,132 shares; 2026Q1: 31,297 shares 31,297 $7.03M 0.44% -835 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: 66,026 shares; 2024Q4: 68,187 shares; 2025Q1: 70,491 shares; 2025Q2: 71,626 shares; 2025Q3: 70,932 shares; 2025Q4: 69,385 shares; 2026Q1: 67,417 shares 67,417 $6.92M 0.43% -1,968 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: 20,820 shares; 2024Q4: 21,270 shares; 2025Q1: 22,355 shares; 2025Q2: 22,633 shares; 2025Q3: 22,395 shares; 2025Q4: 22,331 shares; 2026Q1: 21,937 shares 21,937 $6.82M 0.42% -394 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,911 shares; 2024Q4: 16,989 shares; 2025Q1: 16,989 shares; 2025Q2: 18,352 shares; 2025Q3: 20,525 shares; 2025Q4: 21,449 shares; 2026Q1: 23,404 shares 23,404 $6.71M 0.42% +1,955 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,477 shares; 2024Q4: 59,308 shares; 2025Q1: 61,050 shares; 2025Q2: 63,036 shares; 2025Q3: 59,541 shares; 2025Q4: 57,726 shares; 2026Q1: 56,361 shares 56,361 $6.6M 0.41% -1,365 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: 6,321 shares; 2024Q4: 6,486 shares; 2025Q1: 6,829 shares; 2025Q2: 7,054 shares; 2025Q3: 6,802 shares; 2025Q4: 6,514 shares; 2026Q1: 6,652 shares 6,652 $6.52M 0.4% +138 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: 39,540 shares; 2024Q4: 40,642 shares; 2025Q1: not reported; 2025Q2: 45,811 shares; 2025Q3: 45,643 shares; 2025Q4: 45,231 shares; 2026Q1: 44,288 shares 44,288 $6.52M 0.4% -943 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,053 shares; 2024Q4: 86,354 shares; 2025Q1: 88,318 shares; 2025Q2: 88,830 shares; 2025Q3: 88,381 shares; 2025Q4: 87,667 shares; 2026Q1: 85,328 shares 85,328 $6.17M 0.38% -2,339 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,115 shares; 2024Q4: 32,261 shares; 2025Q1: 35,067 shares; 2025Q2: 35,946 shares; 2025Q3: 35,452 shares; 2025Q4: 35,010 shares; 2026Q1: 34,130 shares 34,130 $6.17M 0.38% -880 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,496 shares; 2024Q4: 48,901 shares; 2025Q1: 50,378 shares; 2025Q2: 52,122 shares; 2025Q3: 54,232 shares; 2025Q4: 54,729 shares; 2026Q1: 56,735 shares 56,735 $5.96M 0.37% +2,006 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157,083 shares; 2025Q2: 157,759 shares; 2025Q3: 154,012 shares; 2025Q4: 152,314 shares; 2026Q1: 150,634 shares 150,634 $5.95M 0.37% -1,680 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: 19,688 shares; 2024Q4: 19,643 shares; 2025Q1: 19,924 shares; 2025Q2: 20,150 shares; 2025Q3: 20,265 shares; 2025Q4: 19,814 shares; 2026Q1: 8,339 shares 8,339 $5.91M 0.37% -11,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,638 shares; 2025Q3: 3,401 shares; 2025Q4: 4,210 shares; 2026Q1: 28,104 shares 28,104 $5.85M 0.36% +23,894 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: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 88,929 shares; 2025Q2: 90,359 shares; 2025Q3: 91,974 shares; 2025Q4: 96,705 shares; 2026Q1: 97,288 shares 97,288 $5.72M 0.35% +583 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,034 shares; 2024Q4: 61,014 shares; 2025Q1: 63,037 shares; 2025Q2: 61,570 shares; 2025Q3: 62,239 shares; 2025Q4: 53,779 shares; 2026Q1: 53,729 shares 53,729 $5.65M 0.35% -50 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: 16,425 shares; 2024Q4: 16,443 shares; 2025Q1: 16,490 shares; 2025Q2: 16,996 shares; 2025Q3: 17,435 shares; 2025Q4: 17,041 shares; 2026Q1: 16,837 shares 16,837 $5.54M 0.34% -204 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: not reported; 2025Q2: not reported; 2025Q3: 54,818 shares; 2025Q4: not reported; 2026Q1: 254,582 shares 254,582 $5.32M 0.33% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,053 shares; 2025Q3: 4,989 shares; 2025Q4: 4,830 shares; 2026Q1: 4,804 shares 4,804 $5.25M 0.33% -26 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: 25,417 shares; 2024Q4: 25,938 shares; 2025Q1: 27,583 shares; 2025Q2: 27,892 shares; 2025Q3: 28,030 shares; 2025Q4: 28,480 shares; 2026Q1: 29,893 shares 29,893 $5.18M 0.32% +1,413 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 408,285 shares; 2025Q1: 81,019 shares; 2025Q2: 81,521 shares; 2025Q3: 62,532 shares; 2025Q4: 61,871 shares; 2026Q1: 65,715 shares 65,715 $5.03M 0.31% +3,844 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,952 shares; 2024Q4: 46,952 shares; 2025Q1: 47,862 shares; 2025Q2: 47,884 shares; 2025Q3: 48,102 shares; 2025Q4: 48,300 shares; 2026Q1: 48,156 shares 48,156 $4.68M 0.29% -144 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,750 shares; 2024Q4: 69,265 shares; 2025Q1: 71,401 shares; 2025Q2: 71,297 shares; 2025Q3: 70,774 shares; 2025Q4: 70,506 shares; 2026Q1: 69,093 shares 69,093 $4.67M 0.29% -1,413 Timeline DES 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: 129,375 shares; 2024Q4: 129,375 shares; 2025Q1: 129,375 shares; 2025Q2: 129,375 shares; 2025Q3: 129,375 shares; 2025Q4: 128,500 shares; 2026Q1: 128,500 shares 128,500 $4.62M 0.29% 0 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: 56,834 shares; 2024Q4: 56,834 shares; 2025Q1: 56,916 shares; 2025Q2: 57,047 shares; 2025Q3: 57,358 shares; 2025Q4: 57,753 shares; 2026Q1: 57,838 shares 57,838 $4.6M 0.29% +85 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: 5,331 shares; 2024Q4: 5,315 shares; 2025Q1: 5,470 shares; 2025Q2: 5,393 shares; 2025Q3: 5,187 shares; 2025Q4: 5,158 shares; 2026Q1: 4,566 shares 4,566 $4.55M 0.28% -592 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,367 shares 63,367 $4.48M 0.28% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,769 shares; 2024Q4: 125,717 shares; 2025Q1: 127,402 shares; 2025Q2: 140,310 shares; 2025Q3: 137,685 shares; 2025Q4: 138,808 shares; 2026Q1: 145,688 shares 145,688 $4.38M 0.27% +6,880 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,210 shares; 2024Q4: 232,137 shares; 2025Q1: 234,390 shares; 2025Q2: 236,956 shares; 2025Q3: 236,826 shares; 2025Q4: 236,827 shares; 2026Q1: 244,488 shares 244,488 $4.36M 0.27% +7,661 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: 78,580 shares; 2024Q4: 78,180 shares; 2025Q1: 78,448 shares; 2025Q2: 79,480 shares; 2025Q3: 83,549 shares; 2025Q4: 84,386 shares; 2026Q1: 84,632 shares 84,632 $4.13M 0.26% +246 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: 9,601 shares; 2024Q4: 9,470 shares; 2025Q1: 9,154 shares; 2025Q2: 9,087 shares; 2025Q3: 8,976 shares; 2025Q4: 9,454 shares; 2026Q1: 9,438 shares 9,438 $4.06M 0.25% -16 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: 7,122 shares; 2024Q4: 7,122 shares; 2025Q1: 7,122 shares; 2025Q2: 7,127 shares; 2025Q3: 7,140 shares; 2025Q4: 7,123 shares; 2026Q1: 7,186 shares 7,186 $4.05M 0.25% +63 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,352,904 shares; 2025Q2: 2,352,921 shares; 2025Q3: 2,354,366 shares; 2025Q4: 2,095,216 shares; 2026Q1: 633,660 shares 633,660 $4.04M 0.25% -1,461,556 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: 631 shares; 2024Q4: 12,925 shares; 2025Q1: 10,079 shares; 2025Q2: 8,682 shares; 2025Q3: 6,921 shares; 2025Q4: 6,483 shares; 2026Q1: 6,023 shares 6,023 $3.92M 0.24% -460 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,229 shares; 2025Q4: 61,815 shares; 2026Q1: 62,193 shares 62,193 $3.82M 0.24% +378 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: 4,987 shares; 2024Q4: 4,987 shares; 2025Q1: 5,532 shares; 2025Q2: 5,664 shares; 2025Q3: 6,862 shares; 2025Q4: 7,797 shares; 2026Q1: 7,746 shares 7,746 $3.71M 0.23% -51 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: 19,997 shares; 2024Q4: 19,997 shares; 2025Q1: 15,801 shares; 2025Q2: 16,345 shares; 2025Q3: 15,977 shares; 2025Q4: 16,747 shares; 2026Q1: 16,868 shares 16,868 $3.65M 0.23% +121 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: 24,232 shares; 2024Q4: 24,232 shares; 2025Q1: 20,134 shares; 2025Q2: 21,997 shares; 2025Q3: 26,610 shares; 2025Q4: 30,098 shares; 2026Q1: 30,063 shares 30,063 $3.62M 0.22% -35 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: 2,859 shares; 2024Q4: 2,939 shares; 2025Q1: 6,822 shares; 2025Q2: 7,414 shares; 2025Q3: 9,195 shares; 2025Q4: 9,550 shares; 2026Q1: 9,620 shares 9,620 $3.58M 0.22% +70 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: 14,497 shares; 2024Q4: 14,481 shares; 2025Q1: 15,606 shares; 2025Q2: 15,647 shares; 2025Q3: 16,515 shares; 2025Q4: 16,618 shares; 2026Q1: 16,187 shares 16,187 $3.52M 0.22% -431 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 9,614 shares 9,614 $3.4M 0.21% +8,814 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: 3,220 shares; 2024Q4: 3,244 shares; 2025Q1: 3,937 shares; 2025Q2: 4,125 shares; 2025Q3: 5,172 shares; 2025Q4: 4,818 shares; 2026Q1: 5,338 shares 5,338 $3.05M 0.19% +520 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,406 shares; 2025Q4: 69,451 shares; 2026Q1: 70,587 shares 70,587 $2.99M 0.19% +1,136 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: 72,005 shares; 2024Q4: 68,837 shares; 2025Q1: 73,633 shares; 2025Q2: 75,936 shares; 2025Q3: 79,151 shares; 2025Q4: 76,628 shares; 2026Q1: 67,635 shares 67,635 $2.98M 0.19% -8,993 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: 17,802 shares; 2024Q4: 17,572 shares; 2025Q1: 19,751 shares; 2025Q2: 19,498 shares; 2025Q3: 21,821 shares; 2025Q4: 21,000 shares; 2026Q1: 19,865 shares 19,865 $2.91M 0.18% -1,135 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 11,396 shares; 2025Q1: 11,496 shares; 2025Q2: 11,423 shares; 2025Q3: 11,556 shares; 2025Q4: 11,708 shares; 2026Q1: 11,753 shares 11,753 $2.85M 0.18% +45 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: 42,767 shares; 2024Q4: 51,773 shares; 2025Q1: 67,094 shares; 2025Q2: 37,975 shares; 2025Q3: 65,245 shares; 2025Q4: 62,697 shares; 2026Q1: 67,732 shares 67,732 $2.82M 0.17% +5,035 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: 52,964 shares; 2024Q4: 52,964 shares; 2025Q1: 53,757 shares; 2025Q2: 53,194 shares; 2025Q3: 53,412 shares; 2025Q4: 57,649 shares; 2026Q1: 54,191 shares 54,191 $2.82M 0.17% -3,458 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 13,866 shares; 2025Q1: 13,908 shares; 2025Q2: 15,121 shares; 2025Q3: 15,189 shares; 2025Q4: 15,446 shares; 2026Q1: 16,085 shares 16,085 $2.71M 0.17% +639 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: 7,584 shares; 2024Q4: 7,584 shares; 2025Q1: 9,396 shares; 2025Q2: 9,314 shares; 2025Q3: 9,976 shares; 2025Q4: 10,116 shares; 2026Q1: 10,544 shares 10,544 $2.58M 0.16% +428 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,617 shares; 2025Q1: 2,874 shares; 2025Q2: 2,993 shares; 2025Q3: 2,847 shares; 2025Q4: 4,119 shares; 2026Q1: 4,210 shares 4,210 $2.54M 0.16% +91 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: 1,175 shares; 2024Q4: 1,168 shares; 2025Q1: 1,435 shares; 2025Q2: 1,272 shares; 2025Q3: 1,928 shares; 2025Q4: 2,403 shares; 2026Q1: 2,752 shares 2,752 $2.53M 0.16% +349 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,014 shares; 2024Q4: 71,198 shares; 2025Q1: 77,682 shares; 2025Q2: 76,478 shares; 2025Q3: 87,306 shares; 2025Q4: 89,381 shares; 2026Q1: 93,204 shares 93,204 $2.49M 0.15% +3,823 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: 28,196 shares; 2024Q4: 28,196 shares; 2025Q1: 28,196 shares; 2025Q2: 28,240 shares; 2025Q3: 28,322 shares; 2025Q4: 29,492 shares; 2026Q1: 29,666 shares 29,666 $2.48M 0.15% +174 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,892 shares; 2024Q4: 30,892 shares; 2025Q1: 30,582 shares; 2025Q2: 30,582 shares; 2025Q3: 32,722 shares; 2025Q4: 34,616 shares; 2026Q1: 34,479 shares 34,479 $2.4M 0.15% -137 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,891 shares; 2024Q4: 22,891 shares; 2025Q1: 22,891 shares; 2025Q2: 22,967 shares; 2025Q3: 23,176 shares; 2025Q4: 23,591 shares; 2026Q1: 23,736 shares 23,736 $2.39M 0.15% +145 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: 10,688 shares; 2024Q4: 10,276 shares; 2025Q1: 10,256 shares; 2025Q2: 10,256 shares; 2025Q3: 10,293 shares; 2025Q4: 10,530 shares; 2026Q1: 11,973 shares 11,973 $2.38M 0.15% +1,443 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,087 shares; 2024Q4: 32,087 shares; 2025Q1: 31,735 shares; 2025Q2: 32,313 shares; 2025Q3: 32,974 shares; 2025Q4: 32,433 shares; 2026Q1: 32,579 shares 32,579 $2.37M 0.15% +146 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: 9,281 shares; 2024Q4: 9,236 shares; 2025Q1: 9,503 shares; 2025Q2: 9,994 shares; 2025Q3: 11,358 shares; 2025Q4: 13,043 shares; 2026Q1: 12,831 shares 12,831 $2.34M 0.14% -212 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: not reported; 2024Q4: 2,904 shares; 2025Q1: 3,423 shares; 2025Q2: 3,562 shares; 2025Q3: 8,105 shares; 2025Q4: 14,019 shares; 2026Q1: 18,368 shares 18,368 $2.28M 0.14% +4,349 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,736 shares; 2026Q1: 103,664 shares 103,664 $2.23M 0.14% -18,072 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,660 shares; 2025Q1: 1,756 shares; 2025Q2: 1,767 shares; 2025Q3: 1,881 shares; 2025Q4: 18,110 shares; 2026Q1: 22,937 shares 22,937 $2.21M 0.14% +4,827 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: 8,458 shares; 2024Q4: 8,458 shares; 2025Q1: 8,458 shares; 2025Q2: 8,502 shares; 2025Q3: 8,728 shares; 2025Q4: 8,850 shares; 2026Q1: 8,956 shares 8,956 $2.17M 0.13% +106 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: 6,782 shares; 2024Q4: 7,850 shares; 2025Q1: 7,821 shares; 2025Q2: 5,616 shares; 2025Q3: 5,618 shares; 2025Q4: 13,963 shares; 2026Q1: 13,989 shares 13,989 $2.04M 0.13% +26 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: 1,008,717 shares; 2024Q4: 635,514 shares; 2025Q1: 26,773 shares; 2025Q2: 26,473 shares; 2025Q3: 26,473 shares; 2025Q4: 26,473 shares; 2026Q1: 26,473 shares 26,473 $2.01M 0.12% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 18,684 shares; 2026Q1: 3,273 shares 3,273 $1.96M 0.12% -15,411 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 14,743 shares; 2025Q1: 14,743 shares; 2025Q2: 14,757 shares; 2025Q3: 14,830 shares; 2025Q4: 14,789 shares; 2026Q1: 14,844 shares 14,844 $1.94M 0.12% +55 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,591 shares; 2026Q1: 29,213 shares 29,213 $1.87M 0.12% +21,622 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: 11,136 shares; 2024Q4: 11,009 shares; 2025Q1: 10,844 shares; 2025Q2: 7,683 shares; 2025Q3: 9,581 shares; 2025Q4: 10,731 shares; 2026Q1: 10,982 shares 10,982 $1.86M 0.12% +251 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: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 2,306 shares; 2025Q2: 917,058 shares; 2025Q3: 2,645 shares; 2025Q4: 894,415 shares; 2026Q1: 2,834 shares 2,834 $1.85M 0.11% -891,581 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: 4,310 shares; 2024Q4: 4,243 shares; 2025Q1: 5,627 shares; 2025Q2: 6,880 shares; 2025Q3: 6,307 shares; 2025Q4: 6,541 shares; 2026Q1: 7,183 shares 7,183 $1.8M 0.11% +642 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: 13,968 shares; 2024Q4: 14,041 shares; 2025Q1: 18,536 shares; 2025Q2: 15,042 shares; 2025Q3: 12,455 shares; 2025Q4: 13,559 shares; 2026Q1: 13,561 shares 13,561 $1.79M 0.11% +2 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,892 shares; 2026Q1: 15,434 shares 15,434 $1.78M 0.11% +542 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: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,958 shares; 2025Q2: 6,303 shares; 2025Q3: 7,695 shares; 2025Q4: 26,871 shares; 2026Q1: 29,189 shares 29,189 $1.77M 0.11% +2,318 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: 11,052 shares; 2024Q4: 11,202 shares; 2025Q1: 11,271 shares; 2025Q2: 9,928 shares; 2025Q3: 10,571 shares; 2025Q4: 10,613 shares; 2026Q1: 10,676 shares 10,676 $1.76M 0.11% +63 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: 11,101 shares; 2024Q4: 11,101 shares; 2025Q1: 10,967 shares; 2025Q2: 11,001 shares; 2025Q3: 10,865 shares; 2025Q4: 10,935 shares; 2026Q1: 15,169 shares 15,169 $1.74M 0.11% +4,234 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,893 shares; 2024Q4: 24,893 shares; 2025Q1: 24,893 shares; 2025Q2: 24,893 shares; 2025Q3: 24,893 shares; 2025Q4: 24,893 shares; 2026Q1: 24,893 shares 24,893 $1.71M 0.11% 0 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: 2,089 shares; 2024Q4: 2,084 shares; 2025Q1: 4,341 shares; 2025Q2: 4,372 shares; 2025Q3: 5,005 shares; 2025Q4: 5,155 shares; 2026Q1: 5,854 shares 5,854 $1.66M 0.1% +699 Timeline XBI 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: 25,928 shares; 2024Q4: 21,895 shares; 2025Q1: 21,895 shares; 2025Q2: 21,895 shares; 2025Q3: 18,699 shares; 2025Q4: 12,854 shares; 2026Q1: 12,854 shares 12,854 $1.64M 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 686 shares; 2025Q4: 1,131 shares; 2026Q1: 1,153 shares 1,153 $1.59M 0.1% +22 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,702 shares; 2025Q2: 2,903 shares; 2025Q3: 3,716 shares; 2025Q4: 4,757 shares; 2026Q1: 4,628 shares 4,628 $1.59M 0.1% -129 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: 5,423 shares; 2025Q2: 6,777 shares; 2025Q3: 8,057 shares; 2025Q4: 17,515 shares; 2026Q1: 21,291 shares 21,291 $1.56M 0.1% +3,776 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,870 shares; 2024Q4: 16,870 shares; 2025Q1: 16,670 shares; 2025Q2: 16,749 shares; 2025Q3: 16,823 shares; 2025Q4: 16,950 shares; 2026Q1: 17,138 shares 17,138 $1.55M 0.1% +188 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 906 shares; 2025Q3: 1,216 shares; 2025Q4: 1,552 shares; 2026Q1: 1,727 shares 1,727 $1.51M 0.09% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,408 shares; 2025Q4: 3,536 shares; 2026Q1: 4,309 shares 4,309 $1.46M 0.09% +773 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: not reported; 2024Q4: not reported; 2025Q1: 18,338 shares; 2025Q2: not reported; 2025Q3: 37,227 shares; 2025Q4: 77,712 shares; 2026Q1: 82,678 shares 82,678 $1.45M 0.09% +4,966 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: 28,526 shares; 2024Q4: 28,526 shares; 2025Q1: 29,331 shares; 2025Q2: 30,661 shares; 2025Q3: 30,810 shares; 2025Q4: 31,398 shares; 2026Q1: 31,503 shares 31,503 $1.44M 0.09% +105 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: 3,002 shares; 2024Q4: 3,002 shares; 2025Q1: 4,690 shares; 2025Q2: 4,735 shares; 2025Q3: 4,721 shares; 2025Q4: 4,868 shares; 2026Q1: 4,874 shares 4,874 $1.44M 0.09% +6 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: 11,639 shares; 2024Q4: 11,670 shares; 2025Q1: 11,222 shares; 2025Q2: 11,222 shares; 2025Q3: 11,438 shares; 2025Q4: 22,876 shares; 2026Q1: 22,860 shares 22,860 $1.4M 0.09% -16 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 907 shares; 2025Q3: 1,304 shares; 2025Q4: 4,345 shares; 2026Q1: 4,196 shares 4,196 $1.37M 0.08% -149 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 12,791 shares; 2025Q1: 14,633 shares; 2025Q2: 16,182 shares; 2025Q3: 18,072 shares; 2025Q4: 18,058 shares; 2026Q1: 18,878 shares 18,878 $1.33M 0.08% +820 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: 6,054 shares; 2024Q4: 6,054 shares; 2025Q1: 5,379 shares; 2025Q2: 5,431 shares; 2025Q3: 5,792 shares; 2025Q4: 6,492 shares; 2026Q1: 6,784 shares 6,784 $1.31M 0.08% +292 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: 5,534 shares; 2024Q4: 5,537 shares; 2025Q1: 5,330 shares; 2025Q2: 5,269 shares; 2025Q3: 5,584 shares; 2025Q4: 5,736 shares; 2026Q1: 6,953 shares 6,953 $1.3M 0.08% +1,217 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: 5,144 shares; 2025Q1: 9,196 shares; 2025Q2: 8,225 shares; 2025Q3: 9,082 shares; 2025Q4: 11,161 shares; 2026Q1: 10,548 shares 10,548 $1.3M 0.08% -613 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 11,602 shares; 2025Q1: 11,602 shares; 2025Q2: 11,602 shares; 2025Q3: 11,602 shares; 2025Q4: 11,602 shares; 2026Q1: 11,602 shares 11,602 $1.29M 0.08% 0 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: 1,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,485 shares; 2025Q3: 3,479 shares; 2025Q4: 3,572 shares; 2026Q1: 3,725 shares 3,725 $1.27M 0.08% +153 Timeline VIGI 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: 1,179,046 shares; 2024Q4: 1,198,981 shares; 2025Q1: 1,180,947 shares; 2025Q2: 1,183,161 shares; 2025Q3: 1,184,203 shares; 2025Q4: 1,190,389 shares; 2026Q1: 13,940 shares 13,940 $1.23M 0.08% -1,176,449 Timeline PID 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: 74,103 shares; 2024Q4: 66,069 shares; 2025Q1: 64,270 shares; 2025Q2: 63,232 shares; 2025Q3: 63,088 shares; 2025Q4: 54,325 shares; 2026Q1: 54,594 shares 54,594 $1.21M 0.08% +269 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: 6,597 shares; 2024Q4: 6,024 shares; 2025Q1: 5,827 shares; 2025Q2: 5,643 shares; 2025Q3: 5,596 shares; 2025Q4: 5,094 shares; 2026Q1: 5,529 shares 5,529 $1.16M 0.07% +435 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: 618 shares; 2024Q4: 607 shares; 2025Q1: 1,174 shares; 2025Q2: 1,191 shares; 2025Q3: 1,198 shares; 2025Q4: 1,322 shares; 2026Q1: 1,337 shares 1,337 $1.16M 0.07% +15 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares; 2026Q1: 3,110 shares 3,110 $1.15M 0.07% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825,383 shares; 2024Q4: 832,560 shares; 2025Q1: 205,398 shares; 2025Q2: 12,258 shares; 2025Q3: 12,140 shares; 2025Q4: 11,956 shares; 2026Q1: 11,943 shares 11,943 $1.15M 0.07% -13 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: 7,873 shares; 2024Q4: 7,673 shares; 2025Q1: 11,600 shares; 2025Q2: 11,105 shares; 2025Q3: 8,314 shares; 2025Q4: 11,837 shares; 2026Q1: 13,721 shares 13,721 $1.12M 0.07% +1,884 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 14,078 shares; 2025Q1: 13,487 shares; 2025Q2: 13,524 shares; 2025Q3: 13,831 shares; 2025Q4: 12,479 shares; 2026Q1: 12,463 shares 12,463 $1.12M 0.07% -16 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: 25,930 shares; 2024Q4: 25,930 shares; 2025Q1: 25,930 shares; 2025Q2: 26,003 shares; 2025Q3: 21,222 shares; 2025Q4: 20,825 shares; 2026Q1: 22,025 shares 22,025 $1.11M 0.07% +1,200 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: 17,540 shares; 2024Q4: 17,540 shares; 2025Q1: 18,231 shares; 2025Q2: 17,564 shares; 2025Q3: 17,664 shares; 2025Q4: 21,707 shares; 2026Q1: 21,480 shares 21,480 $1.1M 0.07% -227 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 7,122 shares; 2025Q1: 8,353 shares; 2025Q2: 6,957 shares; 2025Q3: 7,449 shares; 2025Q4: 8,720 shares; 2026Q1: 6,868 shares 6,868 $1.1M 0.07% -1,852 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 2,111 shares; 2025Q2: 2,159 shares; 2025Q3: 2,442 shares; 2025Q4: 3,300 shares; 2026Q1: 3,616 shares 3,616 $1.09M 0.07% +316 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: 10,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,767 shares; 2026Q1: 31,314 shares 31,314 $1.06M 0.07% -1,453 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,236 shares; 2025Q1: 6,236 shares; 2025Q2: 6,302 shares; 2025Q3: 7,502 shares; 2025Q4: 7,528 shares; 2026Q1: 8,039 shares 8,039 $1.05M 0.07% +511 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: not reported; 2024Q4: not reported; 2025Q1: 3,237 shares; 2025Q2: 2,498 shares; 2025Q3: 2,841 shares; 2025Q4: 6,438 shares; 2026Q1: 8,236 shares 8,236 $1.04M 0.06% +1,798 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,837 shares; 2025Q3: 9,366 shares; 2025Q4: 13,604 shares; 2026Q1: 14,790 shares 14,790 $1.02M 0.06% +1,186 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: not reported; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 3,045 shares; 2025Q3: 6,148 shares; 2025Q4: 7,984 shares; 2026Q1: 6,568 shares 6,568 $1.02M 0.06% -1,416 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,413 shares; 2025Q4: 2,727 shares; 2026Q1: 2,850 shares 2,850 $1.02M 0.06% +123 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: 5,964 shares; 2024Q4: 6,099 shares; 2025Q1: 7,527 shares; 2025Q2: 6,711 shares; 2025Q3: 6,812 shares; 2025Q4: 7,169 shares; 2026Q1: 6,846 shares 6,846 $994K 0.06% -323 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,309 shares; 2026Q1: 10,298 shares 10,298 $985K 0.06% -11 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: 24,132 shares; 2024Q4: 24,132 shares; 2025Q1: 24,133 shares; 2025Q2: 24,591 shares; 2025Q3: 28,476 shares; 2025Q4: 27,223 shares; 2026Q1: 28,952 shares 28,952 $971K 0.06% +1,729 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: not reported; 2024Q4: not reported; 2025Q1: 6,996 shares; 2025Q2: not reported; 2025Q3: 9,379 shares; 2025Q4: 32,967 shares; 2026Q1: 29,103 shares 29,103 $953K 0.06% -3,864 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,786 shares; 2025Q4: 1,987 shares; 2026Q1: 1,496 shares 1,496 $950K 0.06% -491 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: 4,108 shares; 2024Q4: 8,216 shares; 2025Q1: 8,216 shares; 2025Q2: 8,272 shares; 2025Q3: 8,281 shares; 2025Q4: 8,245 shares; 2026Q1: 8,257 shares 8,257 $928K 0.06% +12 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 13,325 shares; 2025Q1: 13,337 shares; 2025Q2: 13,913 shares; 2025Q3: 13,943 shares; 2025Q4: 14,159 shares; 2026Q1: 14,161 shares 14,161 $927K 0.06% +2 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: not reported; 2025Q2: not reported; 2025Q3: 494 shares; 2025Q4: 1,183 shares; 2026Q1: 1,194 shares 1,194 $923K 0.06% +11 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 12,260 shares; 2025Q1: 13,125 shares; 2025Q2: 14,858 shares; 2025Q3: 15,769 shares; 2025Q4: 15,769 shares; 2026Q1: 18,637 shares 18,637 $916K 0.06% +2,868 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,271 shares; 2024Q4: 24,527 shares; 2025Q1: 24,980 shares; 2025Q2: 24,882 shares; 2025Q3: 24,765 shares; 2025Q4: 24,580 shares; 2026Q1: 4,172 shares 4,172 $914K 0.06% -20,408 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: 1,692 shares; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,700 shares; 2025Q3: 2,019 shares; 2025Q4: 2,836 shares; 2026Q1: 4,013 shares 4,013 $907K 0.06% +1,177 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: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 3,988 shares; 2025Q2: 4,288 shares; 2025Q3: 4,607 shares; 2025Q4: 4,974 shares; 2026Q1: 5,439 shares 5,439 $899K 0.06% +465 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,921 shares; 2025Q2: 8,073 shares; 2025Q3: 10,128 shares; 2025Q4: 10,303 shares; 2026Q1: 11,934 shares 11,934 $889K 0.06% +1,631 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 7,648 shares; 2025Q2: 6,375 shares; 2025Q3: 6,350 shares; 2025Q4: 8,021 shares; 2026Q1: 7,801 shares 7,801 $885K 0.05% -220 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: 5,464 shares; 2024Q4: 5,464 shares; 2025Q1: 5,840 shares; 2025Q2: 5,895 shares; 2025Q3: 6,318 shares; 2025Q4: 6,050 shares; 2026Q1: 6,036 shares 6,036 $883K 0.05% -14 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,986 shares 1,986 $845K 0.05% new 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: 5,063 shares; 2025Q2: 5,568 shares; 2025Q3: 6,074 shares; 2025Q4: 6,184 shares; 2026Q1: 6,682 shares 6,682 $844K 0.05% +498 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: not reported; 2024Q4: not reported; 2025Q1: 4,202 shares; 2025Q2: 3,707 shares; 2025Q3: 6,902 shares; 2025Q4: 7,246 shares; 2026Q1: 10,666 shares 10,666 $828K 0.05% +3,420 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: not reported; 2026Q1: 2,909 shares 2,909 $825K 0.05% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,473 shares 4,473 $824K 0.05% new 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: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,172 shares; 2025Q3: 12,069 shares; 2025Q4: 12,476 shares; 2026Q1: 12,396 shares 12,396 $818K 0.05% -80 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,945 shares 6,945 $808K 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 11,484 shares; 2025Q1: 12,204 shares; 2025Q2: 12,425 shares; 2025Q3: 13,073 shares; 2025Q4: 13,169 shares; 2026Q1: 12,929 shares 12,929 $799K 0.05% -240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,682 shares; 2025Q4: 3,574 shares; 2026Q1: 3,758 shares 3,758 $796K 0.05% +184 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: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 7,511 shares; 2025Q2: 6,982 shares; 2025Q3: 7,955 shares; 2025Q4: 10,259 shares; 2026Q1: 9,728 shares 9,728 $796K 0.05% -531 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: 7,810 shares; 2024Q4: 7,810 shares; 2025Q1: 7,810 shares; 2025Q2: 7,810 shares; 2025Q3: 8,180 shares; 2025Q4: 8,180 shares; 2026Q1: 8,180 shares 8,180 $795K 0.05% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 7,189 shares; 2026Q1: 7,165 shares 7,165 $776K 0.05% -24 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: 1,746 shares; 2024Q4: 1,616 shares; 2025Q1: 1,710 shares; 2025Q2: 1,687 shares; 2025Q3: 1,929 shares; 2025Q4: 1,987 shares; 2026Q1: 1,952 shares 1,952 $762K 0.05% -35 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,038 shares; 2025Q4: 11,242 shares; 2026Q1: 11,201 shares 11,201 $756K 0.05% -41 Timeline VBR 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: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,824 shares; 2025Q2: 3,699 shares; 2025Q3: 3,399 shares; 2025Q4: not reported; 2026Q1: 3,419 shares 3,419 $743K 0.05% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 8,884 shares; 2025Q1: 9,879 shares; 2025Q2: 8,364 shares; 2025Q3: 8,345 shares; 2025Q4: 8,345 shares; 2026Q1: 8,345 shares 8,345 $721K 0.04% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 8,334 shares; 2025Q2: 4,837 shares; 2025Q3: 6,159 shares; 2025Q4: 11,733 shares; 2026Q1: 15,467 shares 15,467 $700K 0.04% +3,734 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: 906 shares; 2024Q4: 921 shares; 2025Q1: 1,462 shares; 2025Q2: 1,325 shares; 2025Q3: 2,414 shares; 2025Q4: 2,045 shares; 2026Q1: 2,864 shares 2,864 $696K 0.04% +819 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 4,580 shares; 2025Q4: 6,112 shares; 2026Q1: 5,618 shares 5,618 $692K 0.04% -494 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,217 shares; 2025Q3: 8,653 shares; 2025Q4: 9,562 shares; 2026Q1: 10,358 shares 10,358 $689K 0.04% +796 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: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,199 shares; 2025Q2: 1,303 shares; 2025Q3: 2,452 shares; 2025Q4: 2,382 shares; 2026Q1: 2,507 shares 2,507 $678K 0.04% +125 Timeline SHM 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: 14,019 shares; 2026Q1: 14,019 shares 14,019 $671K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: 6,357 shares 6,357 $665K 0.04% +2,837 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,302 shares; 2026Q1: 2,456 shares 2,456 $664K 0.04% +154 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 756 shares; 2025Q2: 645 shares; 2025Q3: 655 shares; 2025Q4: 1,414 shares; 2026Q1: 1,483 shares 1,483 $659K 0.04% +69 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,367 shares; 2025Q3: 1,414 shares; 2025Q4: 1,428 shares; 2026Q1: 1,479 shares 1,479 $642K 0.04% +51 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,904 shares; 2025Q4: 4,673 shares; 2026Q1: 3,514 shares 3,514 $641K 0.04% -1,159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,815 shares; 2026Q1: 5,260 shares 5,260 $638K 0.04% +445 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,275 shares; 2025Q1: 1,901 shares; 2025Q2: 1,852 shares; 2025Q3: 1,994 shares; 2025Q4: 1,987 shares; 2026Q1: 1,985 shares 1,985 $634K 0.04% -2 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 932 shares; 2025Q3: 1,280 shares; 2025Q4: 1,291 shares; 2026Q1: 1,246 shares 1,246 $623K 0.04% -45 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: 6,475 shares; 2024Q4: 6,475 shares; 2025Q1: 5,450 shares; 2025Q2: 5,562 shares; 2025Q3: 6,120 shares; 2025Q4: 6,781 shares; 2026Q1: 6,672 shares 6,672 $620K 0.04% -109 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,586 shares; 2026Q1: 6,238 shares 6,238 $614K 0.04% -348 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: 8,339 shares; 2024Q4: 2,247 shares; 2025Q1: 2,404 shares; 2025Q2: 3,583 shares; 2025Q3: 3,680 shares; 2025Q4: 3,720 shares; 2026Q1: 3,638 shares 3,638 $597K 0.04% -82 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares; 2026Q1: 2,000 shares 2,000 $593K 0.04% +592 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,799 shares; 2025Q3: 1,872 shares; 2025Q4: 1,876 shares; 2026Q1: 1,871 shares 1,871 $588K 0.04% -5 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,023 shares; 2025Q4: 2,422 shares; 2026Q1: 2,712 shares 2,712 $579K 0.04% +290 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,392 shares; 2025Q1: 2,832 shares; 2025Q2: 3,212 shares; 2025Q3: 3,752 shares; 2025Q4: 3,743 shares; 2026Q1: 3,960 shares 3,960 $574K 0.04% +217 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: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: 1,961 shares; 2025Q3: 2,471 shares; 2025Q4: 3,577 shares; 2026Q1: 2,290 shares 2,290 $569K 0.04% -1,287 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to 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: 8,775 shares 8,775 $567K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 487 shares; 2026Q1: 766 shares 766 $566K 0.04% +279 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: not reported; 2024Q4: 1,699 shares; 2025Q1: 2,614 shares; 2025Q2: 2,181 shares; 2025Q3: 2,283 shares; 2025Q4: 2,304 shares; 2026Q1: 2,280 shares 2,280 $563K 0.03% -24 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: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,252 shares; 2025Q2: 1,106 shares; 2025Q3: 1,065 shares; 2025Q4: 1,126 shares; 2026Q1: 1,221 shares 1,221 $563K 0.03% +95 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,887 shares 7,887 $563K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,080 shares; 2024Q4: 21,080 shares; 2025Q1: 21,080 shares; 2025Q2: 12,080 shares; 2025Q3: 10,331 shares; 2025Q4: 10,331 shares; 2026Q1: 10,331 shares 10,331 $559K 0.03% 0 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: 2,133 shares; 2025Q4: 4,453 shares; 2026Q1: 4,608 shares 4,608 $547K 0.03% +155 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: 1,798 shares; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: 1,528 shares; 2025Q3: 1,719 shares; 2025Q4: 2,320 shares; 2026Q1: 2,675 shares 2,675 $544K 0.03% +355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,069 shares 2,069 $542K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 3,252 shares 3,252 $537K 0.03% -78 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,546 shares; 2025Q1: 6,546 shares; 2025Q2: 6,565 shares; 2025Q3: 6,934 shares; 2025Q4: 7,205 shares; 2026Q1: 7,357 shares 7,357 $528K 0.03% +152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 2,821 shares; 2026Q1: 2,638 shares 2,638 $528K 0.03% -183 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: not reported; 2025Q1: 5,562 shares; 2025Q2: not reported; 2025Q3: 4,391 shares; 2025Q4: 5,619 shares; 2026Q1: 5,586 shares 5,586 $526K 0.03% -33 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 3,589 shares; 2026Q1: 3,589 shares 3,589 $523K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,357 shares 1,357 $516K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: 2,533 shares; 2025Q2: 2,724 shares; 2025Q3: 2,934 shares; 2025Q4: 3,288 shares; 2026Q1: 3,395 shares 3,395 $512K 0.03% +107 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 3,776 shares; 2026Q1: 3,883 shares 3,883 $512K 0.03% +107 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,158 shares; 2025Q4: 5,697 shares; 2026Q1: 5,932 shares 5,932 $511K 0.03% +235 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: 2,224 shares; 2025Q2: 2,370 shares; 2025Q3: 2,894 shares; 2025Q4: 3,787 shares; 2026Q1: 3,820 shares 3,820 $505K 0.03% +33 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: 5,548 shares; 2025Q2: 4,585 shares; 2025Q3: 5,305 shares; 2025Q4: 5,357 shares; 2026Q1: 5,362 shares 5,362 $504K 0.03% +5 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: 2,935 shares; 2025Q2: 3,176 shares; 2025Q3: 3,327 shares; 2025Q4: 3,351 shares; 2026Q1: 3,848 shares 3,848 $504K 0.03% +497 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: 5,317 shares; 2024Q4: 5,103 shares; 2025Q1: 8,062 shares; 2025Q2: 7,819 shares; 2025Q3: 8,980 shares; 2025Q4: 6,847 shares; 2026Q1: 6,951 shares 6,951 $500K 0.03% +104 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $500K 0.03% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares 2,749 $495K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares 1,515 $493K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,131 shares; 2025Q1: 1,134 shares; 2025Q2: 1,139 shares; 2025Q3: 1,228 shares; 2025Q4: 1,264 shares; 2026Q1: 1,237 shares 1,237 $492K 0.03% -27 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,135 shares; 2024Q4: 18,628 shares; 2025Q1: 23,915 shares; 2025Q2: 20,145 shares; 2025Q3: 16,686 shares; 2025Q4: 19,067 shares; 2026Q1: 17,456 shares 17,456 $490K 0.03% -1,611 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 685 shares; 2025Q2: 774 shares; 2025Q3: 988 shares; 2025Q4: 915 shares; 2026Q1: 1,133 shares 1,133 $490K 0.03% +218 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,234 shares; 2025Q2: 2,052 shares; 2025Q3: 2,822 shares; 2025Q4: 3,719 shares; 2026Q1: 2,111 shares 2,111 $487K 0.03% -1,608 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,731 shares; 2025Q3: 7,058 shares; 2025Q4: 12,716 shares; 2026Q1: 11,281 shares 11,281 $484K 0.03% -1,435 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: 3,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 5,878 shares; 2026Q1: 6,973 shares 6,973 $483K 0.03% +1,095 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,682 shares; 2025Q4: 8,807 shares; 2026Q1: 8,770 shares 8,770 $476K 0.03% -37 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,838 shares; 2025Q3: 3,338 shares; 2025Q4: 3,339 shares; 2026Q1: 3,357 shares 3,357 $474K 0.03% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,035 shares; 2026Q1: 14,728 shares 14,728 $471K 0.03% -3,307 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: 849 shares; 2024Q4: 849 shares; 2025Q1: 869 shares; 2025Q2: 735 shares; 2025Q3: 890 shares; 2025Q4: 904 shares; 2026Q1: 959 shares 959 $471K 0.03% +55 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,347 shares; 2025Q3: 1,339 shares; 2025Q4: 1,260 shares; 2026Q1: 1,126 shares 1,126 $469K 0.03% -134 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: not reported; 2025Q2: 11,053 shares; 2025Q3: not reported; 2025Q4: 11,712 shares; 2026Q1: 11,900 shares 11,900 $464K 0.03% +188 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: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares; 2026Q1: 5,286 shares 5,286 $463K 0.03% +68 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: not reported; 2024Q4: 711,556 shares; 2025Q1: 740,716 shares; 2025Q2: 732,374 shares; 2025Q3: not reported; 2025Q4: 11,811 shares; 2026Q1: 10,165 shares 10,165 $459K 0.03% -1,646 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 881 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 829 shares; 2026Q1: 835 shares 835 $458K 0.03% +6 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 5,390 shares; 2026Q1: 5,390 shares 5,390 $457K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,205 shares; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,169 shares; 2026Q1: 1,340 shares 1,340 $453K 0.03% +171 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 6,783 shares 6,783 $450K 0.03% +412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 1,369 shares; 2026Q1: 934 shares 934 $448K 0.03% -435 Timeline DFSE 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: 6,190 shares; 2024Q4: 7,896 shares; 2025Q1: 8,448 shares; 2025Q2: 10,097 shares; 2025Q3: 10,237 shares; 2025Q4: 10,233 shares; 2026Q1: 10,571 shares 10,571 $448K 0.03% +338 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,288 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,576 shares; 2026Q1: 4,576 shares 4,576 $445K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 1,942 shares 1,942 $444K 0.03% +324 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: not reported; 2024Q4: not reported; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: not reported; 2026Q1: 1,383 shares 1,383 $444K 0.03% new Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,203 shares; 2024Q4: 12,650 shares; 2025Q1: 12,650 shares; 2025Q2: 12,650 shares; 2025Q3: 12,650 shares; 2025Q4: 12,650 shares; 2026Q1: 12,650 shares 12,650 $441K 0.03% 0 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: 2,467 shares; 2025Q3: 2,736 shares; 2025Q4: 2,758 shares; 2026Q1: 3,860 shares 3,860 $440K 0.03% +1,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,167 shares; 2025Q4: 4,350 shares; 2026Q1: 4,331 shares 4,331 $439K 0.03% -19 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: not reported; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 2,976 shares; 2026Q1: 3,220 shares 3,220 $438K 0.03% +244 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: not reported; 2025Q3: not reported; 2025Q4: 6,533 shares; 2026Q1: 6,506 shares 6,506 $437K 0.03% -27 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,704 shares; 2026Q1: 3,931 shares 3,931 $436K 0.03% +227 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: 12,354 shares; 2024Q4: 10,248 shares; 2025Q1: 9,550 shares; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 8,980 shares 8,980 $434K 0.03% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,146 shares; 2025Q3: 1,653 shares; 2025Q4: 1,701 shares; 2026Q1: 1,703 shares 1,703 $433K 0.03% +2 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,468 shares; 2025Q1: 7,218 shares; 2025Q2: 7,247 shares; 2025Q3: 7,304 shares; 2025Q4: 7,538 shares; 2026Q1: 8,187 shares 8,187 $432K 0.03% +649 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,053 shares; 2025Q4: 11,746 shares; 2026Q1: 5,364 shares 5,364 $431K 0.03% -6,382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: not reported; 2026Q1: 2,182 shares 2,182 $428K 0.03% new Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,362 shares; 2025Q3: 1,365 shares; 2025Q4: 1,372 shares; 2026Q1: 5,592 shares 5,592 $428K 0.03% +4,220 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: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: 2,938 shares; 2025Q3: 5,228 shares; 2025Q4: 5,660 shares; 2026Q1: 11,243 shares 11,243 $427K 0.03% +5,583 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: 8,484 shares; 2024Q4: 7,676 shares; 2025Q1: 6,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares 4,229 $426K 0.03% 0 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: not reported; 2025Q2: 3,822 shares; 2025Q3: not reported; 2025Q4: 6,262 shares; 2026Q1: 6,613 shares 6,613 $424K 0.03% +351 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,015 shares; 2025Q3: 8,311 shares; 2025Q4: 8,197 shares; 2026Q1: 8,117 shares 8,117 $422K 0.03% -80 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares; 2026Q1: 5,037 shares 5,037 $422K 0.03% +340 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: 32,261 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,294 shares; 2025Q4: 2,689 shares; 2026Q1: 2,223 shares 2,223 $421K 0.03% -466 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: not reported; 2024Q4: not reported; 2025Q1: 4,698 shares; 2025Q2: 7,038 shares; 2025Q3: not reported; 2025Q4: 7,077 shares; 2026Q1: 7,347 shares 7,347 $415K 0.03% +270 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: 22,982 shares; 2024Q4: 22,982 shares; 2025Q1: 22,982 shares; 2025Q2: 22,982 shares; 2025Q3: 22,982 shares; 2025Q4: 22,982 shares; 2026Q1: 22,982 shares 22,982 $414K 0.03% 0 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: 3,969 shares; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,925 shares; 2025Q3: 3,976 shares; 2025Q4: 4,106 shares; 2026Q1: 4,435 shares 4,435 $410K 0.03% +329 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 1,040 shares; 2025Q4: 1,113 shares; 2026Q1: 1,397 shares 1,397 $407K 0.03% +284 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,340 shares 2,340 $407K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,833 shares; 2025Q4: 10,915 shares; 2026Q1: 13,207 shares 13,207 $406K 0.03% +2,292 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: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,402 shares; 2025Q4: 1,587 shares; 2026Q1: 1,624 shares 1,624 $405K 0.03% +37 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,860 shares; 2026Q1: 5,471 shares 5,471 $404K 0.03% +2,611 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: 3,664 shares; 2025Q2: 2,629 shares; 2025Q3: 2,846 shares; 2025Q4: 3,247 shares; 2026Q1: 3,370 shares 3,370 $400K 0.02% +123 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 1,019 shares 1,019 $399K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,108 shares 16,108 $399K 0.02% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,714 shares; 2025Q3: not reported; 2025Q4: 1,703 shares; 2026Q1: 2,405 shares 2,405 $397K 0.02% +702 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,208 shares; 2026Q1: 1,246 shares 1,246 $396K 0.02% +38 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,303 shares; 2025Q3: 7,423 shares; 2025Q4: 8,139 shares; 2026Q1: 7,855 shares 7,855 $395K 0.02% -284 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 2,096 shares; 2026Q1: 2,140 shares 2,140 $392K 0.02% +44 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: 2,640 shares; 2025Q2: 3,947 shares; 2025Q3: 3,967 shares; 2025Q4: 3,969 shares; 2026Q1: 4,295 shares 4,295 $391K 0.02% +326 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: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 937 shares; 2025Q3: 1,449 shares; 2025Q4: 1,635 shares; 2026Q1: 1,648 shares 1,648 $389K 0.02% +13 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,746 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,828 shares; 2025Q4: 2,878 shares; 2026Q1: 2,864 shares 2,864 $386K 0.02% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,312 shares; 2026Q1: 3,983 shares 3,983 $382K 0.02% -329 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 637 shares 637 $378K 0.02% -337 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 1,336 shares; 2025Q3: 1,440 shares; 2025Q4: 1,654 shares; 2026Q1: 1,911 shares 1,911 $377K 0.02% +257 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 546 shares 546 $372K 0.02% +59 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,529 shares; 2025Q4: not reported; 2026Q1: 1,271 shares 1,271 $365K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 1,363 shares 1,363 $364K 0.02% +369 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,333 shares; 2025Q1: 7,333 shares; 2025Q2: 7,442 shares; 2025Q3: 8,153 shares; 2025Q4: 8,741 shares; 2026Q1: 9,037 shares 9,037 $363K 0.02% +296 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,192 shares; 2025Q2: 3,192 shares; 2025Q3: 3,192 shares; 2025Q4: 3,192 shares; 2026Q1: 3,192 shares 3,192 $358K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares 1,501 $357K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $356K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,660 shares; 2024Q4: 12,642 shares; 2025Q1: 14,546 shares; 2025Q2: 14,910 shares; 2025Q3: 15,048 shares; 2025Q4: 13,304 shares; 2026Q1: 12,288 shares 12,288 $356K 0.02% -1,016 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,053 shares; 2026Q1: 4,603 shares 4,603 $347K 0.02% +1,550 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,156 shares 3,156 $346K 0.02% new 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: 7,583 shares; 2025Q4: 7,892 shares; 2026Q1: 12,801 shares 12,801 $346K 0.02% +4,909 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: not reported; 2024Q4: not reported; 2025Q1: 687 shares; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: not reported; 2026Q1: 2,571 shares 2,571 $343K 0.02% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares; 2025Q3: 1,463 shares; 2025Q4: 1,466 shares; 2026Q1: 1,416 shares 1,416 $343K 0.02% -50 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,188 shares; 2025Q3: 6,188 shares; 2025Q4: 6,188 shares; 2026Q1: 6,188 shares 6,188 $338K 0.02% 0 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: 2,879 shares; 2026Q1: 4,553 shares 4,553 $335K 0.02% +1,674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,035 shares 8,035 $334K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,119 shares 5,119 $333K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,238 shares; 2026Q1: 5,535 shares 5,535 $332K 0.02% +297 Timeline IBB 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: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares 1,940 $328K 0.02% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,750 shares; 2026Q1: 6,372 shares 6,372 $327K 0.02% +622 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: 5,620 shares; 2024Q4: 5,620 shares; 2025Q1: 4,895 shares; 2025Q2: 3,993 shares; 2025Q3: 2,554 shares; 2025Q4: 1,476 shares; 2026Q1: 1,684 shares 1,684 $327K 0.02% +208 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464 shares 464 $326K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,202 shares; 2025Q2: 7,065 shares; 2025Q3: 8,423 shares; 2025Q4: 10,550 shares; 2026Q1: 5,646 shares 5,646 $319K 0.02% -4,904 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: 1,555 shares 1,555 $317K 0.02% +176 Timeline EZU 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: 7,993 shares; 2024Q4: 5,592 shares; 2025Q1: 5,054 shares; 2025Q2: 5,087 shares; 2025Q3: 5,045 shares; 2025Q4: 5,061 shares; 2026Q1: 5,061 shares 5,061 $317K 0.02% 0 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: 770 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 742 shares 742 $316K 0.02% -123 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: not reported; 2025Q3: not reported; 2025Q4: 2,046 shares; 2026Q1: 2,657 shares 2,657 $313K 0.02% +611 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 396 shares; 2026Q1: 364 shares 364 $308K 0.02% -32 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,701 shares; 2026Q1: 2,714 shares 2,714 $307K 0.02% +13 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,414 shares; 2025Q2: 1,445 shares; 2025Q3: 1,548 shares; 2025Q4: 1,829 shares; 2026Q1: 1,796 shares 1,796 $307K 0.02% -33 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: not reported; 2024Q4: not reported; 2025Q1: 574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 934 shares 934 $307K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 129 shares; 2026Q1: 72 shares 72 $303K 0.02% -57 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: not reported; 2025Q3: not reported; 2025Q4: 18,030 shares; 2026Q1: 11,501 shares 11,501 $303K 0.02% -6,529 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: not reported; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 438 shares 438 $299K 0.02% +43 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 2,161 shares; 2025Q4: 2,253 shares; 2026Q1: 2,189 shares 2,189 $299K 0.02% -64 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817 shares; 2026Q1: 1,720 shares 1,720 $297K 0.02% -97 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,919 shares 8,919 $296K 0.02% new Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 3,750 shares 3,750 $294K 0.02% -1,050 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,538 shares; 2026Q1: 3,546 shares 3,546 $294K 0.02% +8 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,456 shares 1,456 $294K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,911 shares; 2026Q1: 2,956 shares 2,956 $293K 0.02% +45 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: not reported; 2026Q1: 2,931 shares 2,931 $293K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,752 shares; 2025Q3: 3,855 shares; 2025Q4: 4,319 shares; 2026Q1: 5,186 shares 5,186 $292K 0.02% +867 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 4,078 shares; 2026Q1: 4,056 shares 4,056 $291K 0.02% -22 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: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 521 shares; 2025Q4: 519 shares; 2026Q1: 552 shares 552 $289K 0.02% +33 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 2,575 shares; 2025Q3: 2,631 shares; 2025Q4: 2,583 shares; 2026Q1: 2,678 shares 2,678 $286K 0.02% +95 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: not reported; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 828 shares 828 $285K 0.02% +41 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,532 shares 12,532 $282K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,980 shares; 2025Q4: 1,977 shares; 2026Q1: 1,933 shares 1,933 $281K 0.02% -44 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,790 shares; 2026Q1: 7,512 shares 7,512 $280K 0.02% +1,722 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: not reported; 2025Q3: not reported; 2025Q4: 9,082 shares; 2026Q1: 5,185 shares 5,185 $279K 0.02% -3,897 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,770 shares; 2025Q4: 1,966 shares; 2026Q1: 2,363 shares 2,363 $279K 0.02% +397 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 2,374 shares; 2025Q3: 2,682 shares; 2025Q4: 1,676 shares; 2026Q1: 1,973 shares 1,973 $275K 0.02% +297 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,596 shares 1,596 $274K 0.02% +14 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: not reported; 2025Q2: not reported; 2025Q3: 2,626 shares; 2025Q4: not reported; 2026Q1: 2,923 shares 2,923 $273K 0.02% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,383 shares 3,383 $273K 0.02% +168 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,666 shares 2,666 $272K 0.02% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,268 shares; 2026Q1: 6,700 shares 6,700 $272K 0.02% +432 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: 18,052 shares; 2024Q4: 18,452 shares; 2025Q1: 19,375 shares; 2025Q2: 20,166 shares; 2025Q3: 2,463 shares; 2025Q4: 4,129 shares; 2026Q1: 1,365 shares 1,365 $271K 0.02% -2,764 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,619 shares; 2026Q1: 1,714 shares 1,714 $269K 0.02% +95 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: not reported; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 414 shares; 2026Q1: 497 shares 497 $268K 0.02% +83 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 1,947 shares; 2026Q1: 1,417 shares 1,417 $267K 0.02% -530 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,285 shares 6,285 $267K 0.02% new 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: not reported; 2024Q4: 336,367 shares; 2025Q1: 10,643 shares; 2025Q2: 10,021 shares; 2025Q3: 9,445 shares; 2025Q4: 10,754 shares; 2026Q1: 11,193 shares 11,193 $267K 0.02% +439 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824,250 shares; 2024Q4: 865,363 shares; 2025Q1: 985,215 shares; 2025Q2: 76,130 shares; 2025Q3: 9,573 shares; 2025Q4: 9,573 shares; 2026Q1: 11,531 shares 11,531 $265K 0.02% +1,958 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,142 shares; 2026Q1: 5,669 shares 5,669 $263K 0.02% +527 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 1,526 shares 1,526 $263K 0.02% -1,156 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708 shares 1,708 $261K 0.02% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 1,908 shares; 2026Q1: 1,933 shares 1,933 $257K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,441 shares; 2025Q3: 1,615 shares; 2025Q4: 1,213 shares; 2026Q1: 1,208 shares 1,208 $256K 0.02% -5 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,737 shares; 2024Q4: 141,901 shares; 2025Q1: 145,951 shares; 2025Q2: 5,527 shares; 2025Q3: 5,925 shares; 2025Q4: 5,601 shares; 2026Q1: 5,566 shares 5,566 $256K 0.02% -35 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: not reported; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: 1,040 shares 1,040 $255K 0.02% +354 Timeline IXC 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: 4,416 shares 4,416 $254K 0.02% new 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: not reported; 2025Q3: 801 shares; 2025Q4: 837 shares; 2026Q1: 850 shares 850 $254K 0.02% +13 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: not reported; 2026Q1: 1,650 shares 1,650 $253K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,559 shares 2,559 $252K 0.02% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,823 shares; 2025Q4: 2,786 shares; 2026Q1: 2,460 shares 2,460 $252K 0.02% -326 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,983 shares; 2025Q3: 4,356 shares; 2025Q4: 4,375 shares; 2026Q1: 3,605 shares 3,605 $250K 0.02% -770 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: not reported; 2026Q1: 564 shares 564 $246K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares 763 $245K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,207 shares 5,207 $244K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 1,796 shares; 2026Q1: 1,814 shares 1,814 $243K 0.02% +18 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 2,112 shares 2,112 $243K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,043 shares; 2026Q1: 1,055 shares 1,055 $242K 0.02% +12 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,918 shares 3,918 $242K 0.02% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares 801 $241K 0.01% new 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: 96,951 shares; 2024Q4: 100,872 shares; 2025Q1: 106,084 shares; 2025Q2: 3,300 shares; 2025Q3: 3,621 shares; 2025Q4: 3,860 shares; 2026Q1: 2,777 shares 2,777 $241K 0.01% -1,083 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,923 shares; 2026Q1: 11,936 shares 11,936 $239K 0.01% +1,013 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: not reported; 2024Q4: not reported; 2025Q1: 11,628 shares; 2025Q2: 10,941 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,260 shares 8,260 $237K 0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,435 shares; 2026Q1: 2,218 shares 2,218 $236K 0.01% -217 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 605 shares 605 $235K 0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139 shares; 2025Q3: 5,165 shares; 2025Q4: 21,273 shares; 2026Q1: 5,021 shares 5,021 $235K 0.01% -16,252 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,489 shares; 2026Q1: 2,494 shares 2,494 $233K 0.01% +5 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,173 shares; 2026Q1: 4,415 shares 4,415 $233K 0.01% +242 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: not reported; 2026Q1: 1,747 shares 1,747 $233K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 1,870 shares 1,870 $232K 0.01% -102 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,449 shares; 2026Q1: 21,056 shares 21,056 $232K 0.01% +5,607 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 463 shares; 2026Q1: 471 shares 471 $231K 0.01% +8 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291 shares 1,291 $230K 0.01% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,393 shares 13,393 $228K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,738 shares; 2026Q1: 8,144 shares 8,144 $226K 0.01% +406 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,459 shares; 2026Q1: 2,236 shares 2,236 $224K 0.01% -223 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,526 shares 1,526 $222K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares 1,582 $221K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares 1,045 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,117 shares; 2025Q4: 6,205 shares; 2026Q1: 5,415 shares 5,415 $216K 0.01% -790 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,395 shares; 2026Q1: 8,915 shares 8,915 $216K 0.01% -480 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,441 shares 3,441 $215K 0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 10,120 shares; 2026Q1: 11,189 shares 11,189 $214K 0.01% +1,069 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: 2,366 shares; 2024Q4: 2,367 shares; 2025Q1: 3,768 shares; 2025Q2: 2,732 shares; 2025Q3: 2,493 shares; 2025Q4: 2,618 shares; 2026Q1: 1,663 shares 1,663 $214K 0.01% -955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,884 shares; 2026Q1: 8,687 shares 8,687 $211K 0.01% +803 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: not reported; 2024Q4: not reported; 2025Q1: 13,109 shares; 2025Q2: 15,586 shares; 2025Q3: 41,043 shares; 2025Q4: 56,331 shares; 2026Q1: 31,975 shares 31,975 $210K 0.01% -24,356 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares; 2026Q1: 3,263 shares 3,263 $210K 0.01% +78 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares; 2026Q1: 3,011 shares 3,011 $209K 0.01% -113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,814 shares 2,814 $207K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393 shares; 2025Q4: 425 shares; 2026Q1: 350 shares 350 $206K 0.01% -75 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: not reported; 2026Q1: 2,252 shares 2,252 $205K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,965 shares 10,965 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares 671 $204K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,362 shares 2,362 $201K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,261 shares; 2025Q2: 10,433 shares; 2025Q3: 11,081 shares; 2025Q4: 12,881 shares; 2026Q1: 12,812 shares 12,812 $201K 0.01% -69 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: not reported; 2026Q1: 2,074 shares 2,074 $200K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 339,436 shares; 2026Q1: 12,377 shares 12,377 $196K 0.01% -327,059 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,244 shares; 2026Q1: 13,004 shares 13,004 $167K 0.01% +1,760 Timeline LYFT LYFT INC More: the full row for LYFT 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: 18,560 shares; 2025Q3: 24,618 shares; 2025Q4: 31,342 shares; 2026Q1: 11,164 shares 11,164 $148K 0.01% -20,178 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 17,315 shares 17,315 $141K 0.01% new Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL 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: 15,807 shares; 2026Q1: 11,360 shares 11,360 $137K 0.01% -4,447 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,809 shares 10,809 $133K 0.01% new 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: 249,114 shares; 2025Q3: 240,248 shares; 2025Q4: not reported; 2026Q1: 14,208 shares 14,208 $130K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,704 shares; 2024Q4: 11,638 shares; 2025Q1: 11,638 shares; 2025Q2: 12,557 shares; 2025Q3: 13,220 shares; 2025Q4: 17,067 shares; 2026Q1: 10,796 shares 10,796 $125K 0.01% -6,271 Timeline XNROX NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 36,400 shares; 2025Q1: 48,532 shares; 2025Q2: 48,532 shares; 2025Q3: 33,333 shares; 2025Q4: 33,333 shares; 2026Q1: 33,333 shares 33,333 $94.7K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,711 shares; 2025Q4: 24,233 shares; 2026Q1: 18,465 shares 18,465 $85.5K 0.01% -5,768 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,205 shares 10,205 $61.2K <0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,042 shares; 2025Q3: 13,095 shares; 2025Q4: not reported; 2026Q1: 15,165 shares 15,165 $52K <0.01% new Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 30,393 shares; 2025Q2: 30,785 shares; 2025Q3: 14,469 shares; 2025Q4: 14,057 shares; 2026Q1: 16,468 shares 16,468 $19.8K <0.01% +2,411 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 17,886 shares 17,886 $12.5K <0.01% new Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY 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: 11,126 shares 11,126 $10.9K <0.01% new Timeline ALIT ALIGHT INC More: the full row for ALIGHT 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: 17,792 shares 17,792 $10.4K <0.01% new Timeline