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: 1,935,921 shares; 2024Q4: 1,079,870 shares; 2025Q1: 2,087,173 shares; 2025Q2: 815,096 shares; 2025Q3: 769,341 shares; 2025Q4: 867,648 shares; 2026Q1: 821,849 shares 821,849 $537M 20.22% -45,799 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,952,286 shares; 2024Q4: 2,474,288 shares; 2025Q1: 4,493,517 shares; 2025Q2: 2,618,804 shares; 2025Q3: 2,470,830 shares; 2025Q4: 2,899,929 shares; 2026Q1: 2,917,104 shares 2,917,104 $171M 6.43% +17,175 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: 3,596,516 shares; 2024Q4: 2,195,128 shares; 2025Q1: 4,339,839 shares; 2025Q2: 2,278,484 shares; 2025Q3: 2,087,514 shares; 2025Q4: 2,114,082 shares; 2026Q1: 2,187,140 shares 2,187,140 $153M 5.75% +73,058 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,905,490 shares; 2024Q4: 2,267,240 shares; 2025Q1: 6,089,415 shares; 2025Q2: 3,190,737 shares; 2025Q3: 3,334,727 shares; 2025Q4: 3,442,271 shares; 2026Q1: 3,579,217 shares 3,579,217 $152M 5.73% +136,946 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: 1,348,267 shares; 2024Q4: 806,119 shares; 2025Q1: 1,663,047 shares; 2025Q2: 662,810 shares; 2025Q3: 616,349 shares; 2025Q4: 609,367 shares; 2026Q1: 640,487 shares 640,487 $126M 4.73% +31,120 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: 958,807 shares; 2024Q4: 654,868 shares; 2025Q1: 994,985 shares; 2025Q2: 816,725 shares; 2025Q3: 923,723 shares; 2025Q4: 1,290,115 shares; 2026Q1: 983,845 shares 983,845 $102M 3.83% -306,270 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: 816,296 shares; 2024Q4: 519,543 shares; 2025Q1: 724,788 shares; 2025Q2: 202,662 shares; 2025Q3: 197,963 shares; 2025Q4: 182,948 shares; 2026Q1: 163,083 shares 163,083 $97.5M 3.67% -19,865 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,011 shares; 2024Q4: 192,658 shares; 2025Q1: 344,447 shares; 2025Q2: 852,010 shares; 2025Q3: 698,646 shares; 2025Q4: 760,649 shares; 2026Q1: 919,863 shares 919,863 $83.3M 3.14% +159,214 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,530,686 shares; 2024Q4: 3,566,652 shares; 2025Q1: 4,000,438 shares; 2025Q2: 1,449,780 shares; 2025Q3: 1,081,293 shares; 2025Q4: 1,155,424 shares; 2026Q1: 1,022,259 shares 1,022,259 $80.4M 3.03% -133,165 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875,843 shares; 2024Q4: 502,555 shares; 2025Q1: 1,168,032 shares; 2025Q2: 582,276 shares; 2025Q3: 526,649 shares; 2025Q4: 466,334 shares; 2026Q1: 484,522 shares 484,522 $69M 2.6% +18,188 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409,575 shares; 2024Q4: 1,527,156 shares; 2025Q1: 2,420,527 shares; 2025Q2: 645,450 shares; 2025Q3: 586,353 shares; 2025Q4: 572,306 shares; 2026Q1: 493,679 shares 493,679 $68.3M 2.57% -78,627 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560,617 shares; 2024Q4: 1,026,489 shares; 2025Q1: 1,735,374 shares; 2025Q2: 702,840 shares; 2025Q3: 691,554 shares; 2025Q4: 672,898 shares; 2026Q1: 655,348 shares 655,348 $66.2M 2.49% -17,550 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261,536 shares; 2024Q4: 567,366 shares; 2025Q1: 1,023,999 shares; 2025Q2: 524,888 shares; 2025Q3: 571,851 shares; 2025Q4: 722,269 shares; 2026Q1: 569,232 shares 569,232 $62.8M 2.37% -153,037 Timeline SGOV 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: 1,827,447 shares; 2024Q4: 1,751,363 shares; 2025Q1: 1,536,118 shares; 2025Q2: 262,451 shares; 2025Q3: 311,037 shares; 2025Q4: 287,091 shares; 2026Q1: 590,975 shares 590,975 $59.5M 2.24% +303,884 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053,123 shares; 2024Q4: 566,767 shares; 2025Q1: 948,296 shares; 2025Q2: 396,173 shares; 2025Q3: 424,554 shares; 2025Q4: 500,192 shares; 2026Q1: 544,561 shares 544,561 $52M 1.96% +44,369 Timeline REET 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: 2,291,594 shares; 2024Q4: 1,950,914 shares; 2025Q1: 3,171,017 shares; 2025Q2: 1,338,032 shares; 2025Q3: 1,413,342 shares; 2025Q4: 1,563,807 shares; 2026Q1: 1,596,022 shares 1,596,022 $40.1M 1.51% +32,215 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038,227 shares; 2024Q4: 1,001,497 shares; 2025Q1: 647,546 shares; 2025Q2: 344,943 shares; 2025Q3: 326,064 shares; 2025Q4: 546,946 shares; 2026Q1: 652,463 shares 652,463 $38.9M 1.46% +105,517 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: 226,462 shares; 2024Q4: 113,436 shares; 2025Q1: 217,409 shares; 2025Q2: 56,706 shares; 2025Q3: 56,862 shares; 2025Q4: 57,015 shares; 2026Q1: 57,179 shares 57,179 $37.2M 1.4% +164 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,231 shares; 2024Q4: not reported; 2025Q1: 88,464 shares; 2025Q2: 56,706 shares; 2025Q3: 56,862 shares; 2025Q4: 57,015 shares; 2026Q1: 57,179 shares 57,179 $37.2M 1.4% +164 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,057 shares; 2024Q4: 42,088 shares; 2025Q1: 267,057 shares; 2025Q2: 349,933 shares; 2025Q3: 349,933 shares; 2025Q4: 376,393 shares; 2026Q1: 406,426 shares 406,426 $35.8M 1.35% +30,033 ACWI 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: 259,976 shares; 2024Q4: 93,021 shares; 2025Q1: 256,859 shares; 2025Q2: 385,120 shares; 2025Q3: 405,964 shares; 2025Q4: 288,213 shares; 2026Q1: 223,032 shares 223,032 $30.9M 1.16% -65,181 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,427 shares; 2024Q4: 24,372 shares; 2025Q1: 193,892 shares; 2025Q2: 157,870 shares; 2025Q3: 213,956 shares; 2025Q4: 159,194 shares; 2026Q1: 222,273 shares 222,273 $23.7M 0.89% +63,079 Timeline LEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385,814 shares; 2026Q1: 571,451 shares 571,451 $23.3M 0.88% +185,637 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 773,331 shares 773,331 $19.4M 0.73% new Timeline HEWJ 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: 2,004,811 shares; 2024Q4: 912,397 shares; 2025Q1: 1,353,974 shares; 2025Q2: 454,634 shares; 2025Q3: 436,920 shares; 2025Q4: 361,583 shares; 2026Q1: 343,797 shares 343,797 $19.3M 0.73% -17,786 Timeline SPYX 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: 906,594 shares; 2024Q4: 600,051 shares; 2025Q1: 839,585 shares; 2025Q2: 192,077 shares; 2025Q3: 285,493 shares; 2025Q4: 356,322 shares; 2026Q1: 357,185 shares 357,185 $18.9M 0.71% +863 Timeline DXJ 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: 334,256 shares; 2024Q4: 153,325 shares; 2025Q1: 280,853 shares; 2025Q2: 126,036 shares; 2025Q3: 118,241 shares; 2025Q4: 118,546 shares; 2026Q1: 118,546 shares 118,546 $18.8M 0.71% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,230 shares; 2024Q4: not reported; 2025Q1: 144,494 shares; 2025Q2: 145,718 shares; 2025Q3: 146,916 shares; 2025Q4: 296,295 shares; 2026Q1: 296,295 shares 296,295 $18.2M 0.68% 0 Timeline HAWX 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: 385,578 shares; 2024Q4: not reported; 2025Q1: 366,467 shares; 2025Q2: 397,056 shares; 2025Q3: 421,211 shares; 2025Q4: 434,639 shares; 2026Q1: 420,782 shares 420,782 $17.2M 0.65% -13,857 Timeline EWJ 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: 697,659 shares; 2024Q4: 354,351 shares; 2025Q1: 619,425 shares; 2025Q2: 327,359 shares; 2025Q3: 253,972 shares; 2025Q4: 212,681 shares; 2026Q1: 184,019 shares 184,019 $15.5M 0.59% -28,662 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,304 shares; 2024Q4: 153,312 shares; 2025Q1: 559,637 shares; 2025Q2: 406,326 shares; 2025Q3: 406,326 shares; 2025Q4: 320,043 shares; 2026Q1: 320,043 shares 320,043 $13.1M 0.49% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,006 shares; 2024Q4: 115,159 shares; 2025Q1: 257,341 shares; 2025Q2: 138,725 shares; 2025Q3: 141,786 shares; 2025Q4: 143,402 shares; 2026Q1: 144,944 shares 144,944 $12.9M 0.48% +1,542 Timeline BILS 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: 802,048 shares; 2024Q4: 508,437 shares; 2025Q1: 590,499 shares; 2025Q2: 294,974 shares; 2025Q3: 161,239 shares; 2025Q4: 118,527 shares; 2026Q1: 119,196 shares 119,196 $11.9M 0.45% +669 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,396 shares; 2024Q4: 138,580 shares; 2025Q1: 278,280 shares; 2025Q2: 113,810 shares; 2025Q3: 114,119 shares; 2025Q4: 114,466 shares; 2026Q1: 114,697 shares 114,697 $11.5M 0.43% +231 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: 35,305 shares; 2024Q4: 5,858 shares; 2025Q1: 35,654 shares; 2025Q2: 29,690 shares; 2025Q3: 29,764 shares; 2025Q4: 29,847 shares; 2026Q1: 29,907 shares 29,907 $11.1M 0.42% +60 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 67,705 shares; 2025Q3: 105,340 shares; 2025Q4: 105,340 shares; 2026Q1: 105,340 shares 105,340 $10.3M 0.39% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334,628 shares; 2024Q4: 2,162,143 shares; 2025Q1: 2,812,458 shares; 2025Q2: 123,000 shares; 2025Q3: 78,679 shares; 2025Q4: 82,502 shares; 2026Q1: 110,881 shares 110,881 $10.2M 0.38% +28,379 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,720 shares; 2024Q4: 30,504 shares; 2025Q1: 226,059 shares; 2025Q2: 152,638 shares; 2025Q3: 143,246 shares; 2025Q4: 175,554 shares; 2026Q1: 199,828 shares 199,828 $9.87M 0.37% +24,274 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,477 shares; 2024Q4: 266,643 shares; 2025Q1: 348,651 shares; 2025Q2: 104,613 shares; 2025Q3: 91,729 shares; 2025Q4: 106,376 shares; 2026Q1: 117,887 shares 117,887 $9.73M 0.37% +11,511 Timeline MCHI 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: 328,555 shares; 2024Q4: 164,071 shares; 2025Q1: 330,341 shares; 2025Q2: 167,230 shares; 2025Q3: 167,230 shares; 2025Q4: 168,407 shares; 2026Q1: 168,407 shares 168,407 $9.46M 0.36% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,347 shares; 2024Q4: 38,608 shares; 2025Q1: 62,911 shares; 2025Q2: 26,595 shares; 2025Q3: 34,255 shares; 2025Q4: 37,199 shares; 2026Q1: 36,279 shares 36,279 $9M 0.34% -920 Timeline ISRA 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: 143,407 shares; 2024Q4: 145,123 shares; 2025Q1: 290,246 shares; 2025Q2: 145,123 shares; 2025Q3: 145,123 shares; 2025Q4: 147,257 shares; 2026Q1: 147,257 shares 147,257 $8.9M 0.34% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715,964 shares; 2024Q4: 850,775 shares; 2025Q1: 1,228,973 shares; 2025Q2: 498,961 shares; 2025Q3: 504,949 shares; 2025Q4: 258,826 shares; 2026Q1: 201,447 shares 201,447 $7.42M 0.28% -57,379 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340,560 shares; 2025Q3: 130,751 shares; 2025Q4: 119,137 shares; 2026Q1: 70,524 shares 70,524 $6.85M 0.26% -48,613 Timeline EPP 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: 296,703 shares; 2024Q4: 135,331 shares; 2025Q1: 267,073 shares; 2025Q2: 138,569 shares; 2025Q3: 116,360 shares; 2025Q4: 118,784 shares; 2026Q1: 122,513 shares 122,513 $6.51M 0.25% +3,729 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: 17,852 shares; 2024Q4: 9,116 shares; 2025Q1: 20,142 shares; 2025Q2: 10,922 shares; 2025Q3: 11,090 shares; 2025Q4: 11,106 shares; 2026Q1: 11,277 shares 11,277 $6.51M 0.25% +171 Timeline SHV 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: 160,969 shares; 2024Q4: 50,438 shares; 2025Q1: 120,599 shares; 2025Q2: 60,905 shares; 2025Q3: 61,490 shares; 2025Q4: 57,618 shares; 2026Q1: 57,957 shares 57,957 $6.4M 0.24% +339 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 769 shares; 2025Q2: 9,296 shares; 2025Q3: 9,599 shares; 2025Q4: 10,698 shares; 2026Q1: 12,730 shares 12,730 $6.31M 0.24% +2,032 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: 19,523 shares; 2024Q4: 17,986 shares; 2025Q1: 36,217 shares; 2025Q2: 18,213 shares; 2025Q3: 18,267 shares; 2025Q4: 18,369 shares; 2026Q1: 19,052 shares 19,052 $6.11M 0.23% +683 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: 50,220 shares; 2025Q2: 28,448 shares; 2025Q3: 28,572 shares; 2025Q4: 31,350 shares; 2026Q1: 31,484 shares 31,484 $6.04M 0.23% +134 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: 20,623 shares; 2026Q1: 18,630 shares 18,630 $5.99M 0.23% -1,993 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 12,358 shares; 2025Q1: 24,850 shares; 2025Q2: 12,534 shares; 2025Q3: 12,644 shares; 2025Q4: 12,797 shares; 2026Q1: 46,362 shares 46,362 $5.5M 0.21% +33,565 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,615 shares; 2024Q4: 26,385 shares; 2025Q1: 101,407 shares; 2025Q2: 29,658 shares; 2025Q3: 29,716 shares; 2025Q4: 29,789 shares; 2026Q1: 28,593 shares 28,593 $5.48M 0.21% -1,196 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: 24,620 shares; 2024Q4: 12,310 shares; 2025Q1: 24,620 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares; 2026Q1: 12,310 shares 12,310 $5.3M 0.2% 0 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: not reported; 2024Q4: 11,531 shares; 2025Q1: 22,477 shares; 2025Q2: 9,328 shares; 2025Q3: 9,328 shares; 2025Q4: 7,843 shares; 2026Q1: 9,141 shares 9,141 $5.15M 0.19% +1,298 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: 18,842 shares; 2024Q4: not reported; 2025Q1: 18,215 shares; 2025Q2: 16,878 shares; 2025Q3: 17,053 shares; 2025Q4: 15,328 shares; 2026Q1: 13,791 shares 13,791 $5.1M 0.19% -1,537 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: 65,947 shares; 2024Q4: 31,748 shares; 2025Q1: 59,259 shares; 2025Q2: 25,276 shares; 2025Q3: 25,276 shares; 2025Q4: 18,077 shares; 2026Q1: 16,821 shares 16,821 $4.84M 0.18% -1,256 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: 19,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,306 shares; 2025Q4: 81,461 shares; 2026Q1: 81,461 shares 81,461 $4.63M 0.17% 0 Timeline URTH 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: 105,621 shares; 2024Q4: 23,734 shares; 2025Q1: 175,970 shares; 2025Q2: 28,981 shares; 2025Q3: 28,943 shares; 2025Q4: 26,420 shares; 2026Q1: 25,430 shares 25,430 $4.58M 0.17% -990 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: 170,975 shares; 2024Q4: 88,770 shares; 2025Q1: 167,419 shares; 2025Q2: 72,210 shares; 2025Q3: 72,210 shares; 2025Q4: 78,972 shares; 2026Q1: 70,708 shares 70,708 $4.29M 0.16% -8,264 Timeline NVSEF NOVARTIS AG-REG More: the full row for NOVARTIS AG-REG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,696 shares; 2024Q4: not reported; 2025Q1: 46,107 shares; 2025Q2: 42,461 shares; 2025Q3: 42,461 shares; 2025Q4: 31,324 shares; 2026Q1: 28,214 shares 28,214 $4.27M 0.16% -3,110 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: 58,481 shares; 2024Q4: 28,932 shares; 2025Q1: 52,823 shares; 2025Q2: 21,935 shares; 2025Q3: 21,935 shares; 2025Q4: 14,007 shares; 2026Q1: 12,542 shares 12,542 $4.24M 0.16% -1,465 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: 3,119 shares; 2024Q4: 9,237 shares; 2025Q1: 19,235 shares; 2025Q2: 9,855 shares; 2025Q3: 9,855 shares; 2025Q4: 8,925 shares; 2026Q1: 7,278 shares 7,278 $4.16M 0.16% -1,647 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,492 shares; 2024Q4: not reported; 2025Q1: 48,649 shares; 2025Q2: 39,385 shares; 2025Q3: 39,623 shares; 2025Q4: 42,905 shares; 2026Q1: 38,721 shares 38,721 $3.78M 0.14% -4,184 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: 18,053 shares; 2025Q4: 13,757 shares; 2026Q1: 12,318 shares 12,318 $3.75M 0.14% -1,439 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: not reported; 2025Q2: 53,093 shares; 2025Q3: 53,093 shares; 2025Q4: 43,137 shares; 2026Q1: 38,623 shares 38,623 $3.63M 0.14% -4,514 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,230 shares; 2025Q1: 145,787 shares; 2025Q2: 63,878 shares; 2025Q3: 63,878 shares; 2025Q4: 53,939 shares; 2026Q1: 48,294 shares 48,294 $3.57M 0.13% -5,645 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,402 shares; 2024Q4: not reported; 2025Q1: 163,778 shares; 2025Q2: 150,884 shares; 2025Q3: 150,884 shares; 2025Q4: 159,129 shares; 2026Q1: 143,137 shares 143,137 $3.57M 0.13% -15,992 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,364 shares; 2025Q2: 30,404 shares; 2025Q3: 30,404 shares; 2025Q4: 24,959 shares; 2026Q1: 22,346 shares 22,346 $3.51M 0.13% -2,613 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 18,565 shares; 2025Q1: 35,650 shares; 2025Q2: 15,741 shares; 2025Q3: 15,741 shares; 2025Q4: 14,099 shares; 2026Q1: 12,694 shares 12,694 $3.46M 0.13% -1,405 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572,091 shares; 2024Q4: 547,958 shares; 2025Q1: 583,245 shares; 2025Q2: 23,873 shares; 2025Q3: 23,933 shares; 2025Q4: 24,006 shares; 2026Q1: 24,069 shares 24,069 $3.4M 0.13% +63 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON 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: 17,835 shares; 2025Q3: 17,835 shares; 2025Q4: 15,873 shares; 2026Q1: 14,212 shares 14,212 $3.32M 0.12% -1,661 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: 91,634 shares; 2025Q2: 29,222 shares; 2025Q3: 30,632 shares; 2025Q4: 30,959 shares; 2026Q1: 31,123 shares 31,123 $3.3M 0.12% +164 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 4,288 shares; 2025Q1: 8,241 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,097 shares; 2026Q1: 2,794 shares 2,794 $3.24M 0.12% -303 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: not reported; 2024Q4: 16,921 shares; 2025Q1: 32,501 shares; 2025Q2: 14,363 shares; 2025Q3: 14,364 shares; 2025Q4: 12,356 shares; 2026Q1: 10,658 shares 10,658 $3.22M 0.12% -1,698 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,022 shares; 2025Q4: 4,782 shares; 2026Q1: 4,281 shares 4,281 $3.12M 0.12% -501 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: not reported; 2025Q3: not reported; 2025Q4: 18,202 shares; 2026Q1: 16,302 shares 16,302 $2.97M 0.11% -1,900 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: 7,158 shares; 2025Q4: 7,809 shares; 2026Q1: 6,991 shares 6,991 $2.97M 0.11% -818 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: not reported; 2024Q4: not reported; 2025Q1: 23,606 shares; 2025Q2: 10,834 shares; 2025Q3: 16,249 shares; 2025Q4: 10,288 shares; 2026Q1: 9,213 shares 9,213 $2.85M 0.11% -1,075 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: 34,139 shares; 2024Q4: 15,985 shares; 2025Q1: 30,226 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares; 2025Q4: 16,907 shares; 2026Q1: 15,137 shares 15,137 $2.83M 0.11% -1,770 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,271 shares; 2024Q4: not reported; 2025Q1: 29,005 shares; 2025Q2: 29,108 shares; 2025Q3: 29,220 shares; 2025Q4: 29,341 shares; 2026Q1: 29,465 shares 29,465 $2.73M 0.1% +124 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 9,197 shares; 2025Q3: 9,197 shares; 2025Q4: 8,402 shares; 2026Q1: 7,522 shares 7,522 $2.58M 0.1% -880 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,597 shares; 2024Q4: 8,121 shares; 2025Q1: 26,224 shares; 2025Q2: 57,514 shares; 2025Q3: 51,649 shares; 2025Q4: 48,597 shares; 2026Q1: 48,597 shares 48,597 $2.43M 0.09% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,194 shares; 2024Q4: 84,622 shares; 2025Q1: 160,858 shares; 2025Q2: 90,998 shares; 2025Q3: 73,209 shares; 2025Q4: 65,740 shares; 2026Q1: 49,649 shares 49,649 $2.42M 0.09% -16,091 Timeline REZ 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: 57,980 shares; 2024Q4: 28,990 shares; 2025Q1: 57,980 shares; 2025Q2: 28,990 shares; 2025Q3: 28,990 shares; 2025Q4: 28,990 shares; 2026Q1: 28,990 shares 28,990 $2.41M 0.09% 0 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: 7,937 shares; 2024Q4: not reported; 2025Q1: 6,359 shares; 2025Q2: 5,839 shares; 2025Q3: 5,839 shares; 2025Q4: 4,076 shares; 2026Q1: 3,651 shares 3,651 $2.16M 0.08% -425 Timeline ITB 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: 22,858 shares 22,858 $2.07M 0.08% new Timeline INDA 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: 72,400 shares; 2024Q4: 41,894 shares; 2025Q1: 83,788 shares; 2025Q2: 41,894 shares; 2025Q3: 41,894 shares; 2025Q4: 41,894 shares; 2026Q1: 41,894 shares 41,894 $1.96M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 7,760 shares; 2026Q1: 6,810 shares 6,810 $1.95M 0.07% -950 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,180 shares; 2024Q4: 42,607 shares; 2025Q1: 54,830 shares; 2025Q2: 12,398 shares; 2025Q3: 12,398 shares; 2025Q4: 12,594 shares; 2026Q1: 26,047 shares 26,047 $1.78M 0.07% +13,453 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497,458 shares; 2024Q4: 1,158,679 shares; 2025Q1: 1,618,507 shares; 2025Q2: 133,464 shares; 2025Q3: 109,234 shares; 2025Q4: 111,806 shares; 2026Q1: 42,312 shares 42,312 $1.7M 0.06% -69,494 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: 1,059 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 4,042 shares 4,042 $1.68M 0.06% +2,830 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 7,200 shares; 2025Q1: 14,400 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $1.66M 0.06% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,626 shares; 2025Q3: 11,626 shares; 2025Q4: 13,547 shares; 2026Q1: 13,550 shares 13,550 $1.61M 0.06% +3 Timeline IGIFF IGM FINANCIAL INC More: the full row for IGM FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,626 shares; 2025Q3: 11,626 shares; 2025Q4: 13,547 shares; 2026Q1: 13,550 shares 13,550 $1.61M 0.06% +3 Timeline AOR 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: 7,668 shares; 2026Q1: 24,307 shares 24,307 $1.56M 0.06% +16,639 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: 34,632 shares; 2024Q4: not reported; 2025Q1: 32,216 shares; 2025Q2: 29,579 shares; 2025Q3: 29,579 shares; 2025Q4: 18,253 shares; 2026Q1: 16,343 shares 16,343 $1.54M 0.06% -1,910 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 13,169 shares; 2026Q1: 19,199 shares 19,199 $1.54M 0.06% +6,030 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: not reported; 2025Q1: 23,936 shares; 2025Q2: 10,360 shares; 2025Q3: 10,360 shares; 2025Q4: 5,744 shares; 2026Q1: 5,144 shares 5,144 $1.53M 0.06% -600 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,208 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 3,581 shares; 2026Q1: 11,597 shares 11,597 $1.52M 0.06% +8,016 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,211 shares; 2025Q4: 5,211 shares; 2026Q1: 18,903 shares 18,903 $1.5M 0.06% +13,692 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: not reported; 2025Q1: 31,682 shares; 2025Q2: 17,823 shares; 2025Q3: 15,178 shares; 2025Q4: 15,239 shares; 2026Q1: 15,280 shares 15,280 $1.49M 0.06% +41 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,630 shares 1,630 $1.46M 0.05% new 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: 1,608 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,738 shares; 2026Q1: 8,305 shares 8,305 $1.45M 0.05% +6,567 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,998 shares 4,998 $1.42M 0.05% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 4,309 shares; 2025Q1: 8,124 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 2,159 shares; 2026Q1: 1,935 shares 1,935 $1.41M 0.05% -224 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,689 shares 10,689 $1.4M 0.05% new Timeline TIPX 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: 72,114 shares; 2026Q1: 72,114 shares 72,114 $1.38M 0.05% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,780 shares; 2024Q4: 46,890 shares; 2025Q1: 93,780 shares; 2025Q2: 46,890 shares; 2025Q3: 46,890 shares; 2025Q4: 46,890 shares; 2026Q1: 46,890 shares 46,890 $1.33M 0.05% 0 Timeline SOXX 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: 3,183 shares; 2025Q3: 3,189 shares; 2025Q4: 4,016 shares; 2026Q1: 4,018 shares 4,018 $1.32M 0.05% +2 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,411 shares; 2024Q4: 9,213 shares; 2025Q1: 39,710 shares; 2025Q2: 21,861 shares; 2025Q3: 22,943 shares; 2025Q4: 28,136 shares; 2026Q1: 28,136 shares 28,136 $1.25M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,086 shares 10,086 $1.16M 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,187 shares; 2024Q4: 13,669 shares; 2025Q1: 27,446 shares; 2025Q2: not reported; 2025Q3: 4,361 shares; 2025Q4: 5,332 shares; 2026Q1: 5,352 shares 5,352 $1.13M 0.04% +20 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: not reported; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 5,073 shares; 2025Q4: 5,114 shares; 2026Q1: 5,134 shares 5,134 $1.1M 0.04% +20 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,441 shares; 2024Q4: not reported; 2025Q1: 142,441 shares; 2025Q2: 142,441 shares; 2025Q3: 218,359 shares; 2025Q4: 218,359 shares; 2026Q1: 218,359 shares 218,359 $1M 0.04% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,510 shares 39,510 $992K 0.04% new Timeline EWU 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: 115,669 shares; 2024Q4: 96,583 shares; 2025Q1: 140,611 shares; 2025Q2: 29,769 shares; 2025Q3: 24,734 shares; 2025Q4: 25,206 shares; 2026Q1: 19,636 shares 19,636 $895K 0.03% -5,570 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: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares; 2026Q1: 2,254 shares 2,254 $883K 0.03% 0 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares; 2026Q1: 2,254 shares 2,254 $883K 0.03% 0 BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,546 shares; 2024Q4: 40,282 shares; 2025Q1: 82,637 shares; 2025Q2: 42,373 shares; 2025Q3: 43,375 shares; 2025Q4: 44,466 shares; 2026Q1: 45,543 shares 45,543 $872K 0.03% +1,077 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,788 shares; 2024Q4: not reported; 2025Q1: 67,788 shares; 2025Q2: 67,788 shares; 2025Q3: 67,788 shares; 2025Q4: 58,993 shares; 2026Q1: 58,993 shares 58,993 $848K 0.03% 0 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: not reported; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares; 2025Q3: 7,391 shares; 2025Q4: 7,391 shares; 2026Q1: 7,391 shares 7,391 $824K 0.03% 0 NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 2,618 shares; 2025Q1: 6,337 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 19,165 shares; 2026Q1: 7,345 shares 7,345 $768K 0.03% -11,820 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS 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: 180,445 shares; 2026Q1: 180,445 shares 180,445 $765K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,209 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $648K 0.02% 0 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: 773 shares; 2024Q4: not reported; 2025Q1: 751 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 6,460 shares; 2026Q1: 6,460 shares 6,460 $621K 0.02% 0 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,546 shares; 2025Q2: 12,479 shares; 2025Q3: 12,479 shares; 2025Q4: 12,749 shares; 2026Q1: 12,749 shares 12,749 $587K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,838 shares; 2025Q3: 3,281 shares; 2025Q4: 2,820 shares; 2026Q1: 2,320 shares 2,320 $581K 0.02% -500 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: 7,813 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 7,310 shares; 2026Q1: 7,310 shares 7,310 $545K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 4,543 shares; 2025Q1: 9,086 shares; 2025Q2: 4,543 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,543 shares 4,543 $482K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 6,324 shares; 2025Q1: 12,647 shares; 2025Q2: 6,324 shares; 2025Q3: 6,324 shares; 2025Q4: 6,324 shares; 2026Q1: 6,324 shares 6,324 $470K 0.02% 0 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: 18,801 shares; 2025Q2: 26,066 shares; 2025Q3: 26,066 shares; 2025Q4: 26,066 shares; 2026Q1: 26,066 shares 26,066 $458K 0.02% 0 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: 13,868 shares; 2024Q4: 6,934 shares; 2025Q1: 13,868 shares; 2025Q2: 6,934 shares; 2025Q3: 6,934 shares; 2025Q4: 6,934 shares; 2026Q1: 3,581 shares 3,581 $457K 0.02% -3,353 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,105 shares; 2025Q2: 8,733 shares; 2025Q3: 10,507 shares; 2025Q4: 10,507 shares; 2026Q1: 10,507 shares 10,507 $438K 0.02% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,112 shares; 2025Q4: 10,112 shares; 2026Q1: 10,112 shares 10,112 $436K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,489 shares; 2024Q4: 95,221 shares; 2025Q1: 122,847 shares; 2025Q2: 7,825 shares; 2025Q3: 7,865 shares; 2025Q4: 8,017 shares; 2026Q1: 8,017 shares 8,017 $433K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: not reported; 2025Q1: 4,051 shares; 2025Q2: 4,176 shares; 2025Q3: 4,181 shares; 2025Q4: 4,189 shares; 2026Q1: 3,674 shares 3,674 $422K 0.02% -515 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,927 shares 5,927 $411K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 1,681 shares; 2025Q3: 2,095 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $402K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,352 shares 3,352 $396K 0.01% new Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,845 shares; 2024Q4: 93,248 shares; 2025Q1: 254,845 shares; 2025Q2: 161,597 shares; 2025Q3: 161,597 shares; 2025Q4: 161,597 shares; 2026Q1: 161,597 shares 161,597 $394K 0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $386K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 509 shares 509 $376K 0.01% new Timeline SAFRF SAFRAN SA More: the full row for SAFRAN SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158 $374K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,998 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $368K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 978 shares; 2026Q1: 978 shares 978 $350K 0.01% 0 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: 1,795 shares; 2025Q3: 2,219 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares 1,224 $281K 0.01% 0 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,384 shares; 2024Q4: not reported; 2025Q1: 15,384 shares; 2025Q2: 15,384 shares; 2025Q3: 15,384 shares; 2025Q4: 15,384 shares; 2026Q1: 15,384 shares 15,384 $277K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares; 2025Q4: 2,432 shares; 2026Q1: 2,432 shares 2,432 $276K 0.01% 0 Timeline SRVR 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: 45,429 shares; 2024Q4: 22,714 shares; 2025Q1: 45,429 shares; 2025Q2: 22,714 shares; 2025Q3: 22,714 shares; 2025Q4: 22,714 shares; 2026Q1: 8,667 shares 8,667 $271K 0.01% -14,047 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 13,000 shares 13,000 $270K 0.01% new Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: not reported; 2025Q1: 13,147 shares; 2025Q2: 13,147 shares; 2025Q3: 13,147 shares; 2025Q4: 13,147 shares; 2026Q1: 13,147 shares 13,147 $263K 0.01% 0 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $257K 0.01% new FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares 1,254 $247K 0.01% 0 Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 11,924 shares; 2025Q3: 11,924 shares; 2025Q4: 11,924 shares; 2026Q1: 15,341 shares 15,341 $242K 0.01% +3,417 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: 117,451 shares; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares 2,529 $234K 0.01% 0 Timeline INDS 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: 34,274 shares; 2024Q4: 17,137 shares; 2025Q1: 34,274 shares; 2025Q2: 17,137 shares; 2025Q3: 17,137 shares; 2025Q4: 17,137 shares; 2026Q1: 6,365 shares 6,365 $234K 0.01% -10,772 Timeline HYG 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: 39,283 shares; 2024Q4: 24,088 shares; 2025Q1: 27,250 shares; 2025Q2: 3,041 shares; 2025Q3: 2,835 shares; 2025Q4: 2,890 shares; 2026Q1: 2,919 shares 2,919 $232K 0.01% +29 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: not reported; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529 $229K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares 1,877 $227K 0.01% 0 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: 3,063 shares; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,063 shares; 2026Q1: 3,063 shares 3,063 $220K 0.01% 0 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: 459 shares; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 490 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares 459 $220K 0.01% 0 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: 182,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares 2,613 $219K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: not reported; 2025Q1: 2,424 shares; 2025Q2: 2,435 shares; 2025Q3: 2,446 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares 2,455 $213K 0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,384 shares; 2024Q4: 112,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,509 shares; 2025Q4: 3,509 shares; 2026Q1: 3,509 shares 3,509 $205K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares 1,484 $201K 0.01% 0 Timeline BURBY BURBERRY GROUP PLC SPONSORED A More: the full row for BURBERRY GROUP PLC SPONSORED A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $177K 0.01% new Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 17,000 shares 17,000 $154K 0.01% new Timeline TEAD TEADS HLDG CO More: the full row for TEADS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,407 shares; 2024Q4: not reported; 2025Q1: 209,407 shares; 2025Q2: 209,407 shares; 2025Q3: 209,407 shares; 2025Q4: 209,407 shares; 2026Q1: 209,407 shares 209,407 $138K 0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 23,000 shares; 2026Q1: 23,000 shares 23,000 $137K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,322 shares; 2024Q4: 37,998 shares; 2025Q1: 92,322 shares; 2025Q2: 54,324 shares; 2025Q3: 41,326 shares; 2025Q4: 21,326 shares; 2026Q1: 21,326 shares 21,326 $99.8K <0.01% 0 Timeline CANGO INC/KY - ADR CANGO INC/KY - ADR More: the full row for CANGO INC/KY - ADR Quarterly shares; oldest to 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: 75,000 shares; 2026Q1: 145,000 shares 145,000 $59.6K <0.01% +70,000 BITF BITFARMS LTD More: the full row for BITFARMS 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: 20,000 shares; 2026Q1: 20,000 shares 20,000 $39K <0.01% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL 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: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $13.1K <0.01% 0 Timeline