FLTR 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: 3,983,701 shares; 2024Q4: 3,857,832 shares; 2025Q1: 4,151,858 shares; 2025Q2: 4,272,209 shares; 2025Q3: 4,450,084 shares; 2025Q4: 4,042,078 shares; 2026Q1: 4,019,418 shares 4,019,418 $102M 10.58% -22,660 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: 1,508,177 shares; 2024Q4: 1,511,771 shares; 2025Q1: 1,614,291 shares; 2025Q2: 1,660,231 shares; 2025Q3: 1,752,614 shares; 2025Q4: 1,809,499 shares; 2026Q1: 1,871,039 shares 1,871,039 $90.4M 9.34% +61,540 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280,995 shares; 2024Q4: 3,832,257 shares; 2025Q1: 3,654,665 shares; 2025Q2: 3,887,215 shares; 2025Q3: 3,857,790 shares; 2025Q4: 3,835,590 shares; 2026Q1: 3,074,597 shares 3,074,597 $59.3M 6.13% -760,993 Timeline SPYV 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: 448,521 shares; 2024Q4: 448,668 shares; 2025Q1: 461,424 shares; 2025Q2: 500,570 shares; 2025Q3: 534,488 shares; 2025Q4: 587,191 shares; 2026Q1: 620,103 shares 620,103 $35.1M 3.62% +32,912 Timeline SPAB 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: 679,419 shares; 2024Q4: 733,295 shares; 2025Q1: 773,305 shares; 2025Q2: 791,983 shares; 2025Q3: 862,738 shares; 2025Q4: 947,829 shares; 2026Q1: 958,023 shares 958,023 $24.5M 2.54% +10,194 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: 97,173 shares; 2024Q4: 77,820 shares; 2025Q1: 82,391 shares; 2025Q2: 92,520 shares; 2025Q3: 93,777 shares; 2025Q4: 92,922 shares; 2026Q1: 92,065 shares 92,065 $23.4M 2.41% -857 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: 136,196 shares; 2024Q4: 93,643 shares; 2025Q1: 97,985 shares; 2025Q2: 118,489 shares; 2025Q3: 121,597 shares; 2025Q4: 120,637 shares; 2026Q1: 120,821 shares 120,821 $21.1M 2.18% +184 Timeline SPYG 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: 169,279 shares; 2024Q4: 171,251 shares; 2025Q1: 170,783 shares; 2025Q2: 173,478 shares; 2025Q3: 179,580 shares; 2025Q4: 184,861 shares; 2026Q1: 194,405 shares 194,405 $19M 1.97% +9,544 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: 136,898 shares; 2024Q4: 143,577 shares; 2025Q1: 151,641 shares; 2025Q2: 158,205 shares; 2025Q3: 169,118 shares; 2025Q4: 176,278 shares; 2026Q1: 188,993 shares 188,993 $14.1M 1.45% +12,715 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: 43,615 shares; 2024Q4: 32,930 shares; 2025Q1: 33,873 shares; 2025Q2: 38,623 shares; 2025Q3: 39,487 shares; 2025Q4: 38,627 shares; 2026Q1: 36,471 shares 36,471 $13.5M 1.39% -2,156 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: 145,014 shares; 2024Q4: 142,140 shares; 2025Q1: 142,377 shares; 2025Q2: 149,342 shares; 2025Q3: 156,138 shares; 2025Q4: 165,548 shares; 2026Q1: 166,723 shares 166,723 $12.8M 1.32% +1,175 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: 55,814 shares; 2024Q4: 44,329 shares; 2025Q1: 45,311 shares; 2025Q2: 50,328 shares; 2025Q3: 56,042 shares; 2025Q4: 54,834 shares; 2026Q1: 54,318 shares 54,318 $11.3M 1.17% -516 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 16,952 shares; 2025Q1: 18,944 shares; 2025Q2: 16,198 shares; 2025Q3: 15,931 shares; 2025Q4: 15,815 shares; 2026Q1: 195,735 shares 195,735 $11.1M 1.15% +179,920 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,829 shares; 2024Q4: 193,140 shares; 2025Q1: 198,516 shares; 2025Q2: 199,254 shares; 2025Q3: 208,380 shares; 2025Q4: 213,812 shares; 2026Q1: 220,253 shares 220,253 $9.37M 0.97% +6,441 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: 36,425 shares; 2024Q4: 27,939 shares; 2025Q1: 28,746 shares; 2025Q2: 31,573 shares; 2025Q3: 33,994 shares; 2025Q4: 31,341 shares; 2026Q1: 31,752 shares 31,752 $9.13M 0.94% +411 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: 13,876 shares; 2024Q4: 10,499 shares; 2025Q1: 11,061 shares; 2025Q2: 13,524 shares; 2025Q3: 14,101 shares; 2025Q4: 13,786 shares; 2026Q1: 15,042 shares 15,042 $8.61M 0.89% +1,256 Timeline EMLP 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: 153,592 shares; 2024Q4: 155,460 shares; 2025Q1: 161,804 shares; 2025Q2: 166,446 shares; 2025Q3: 175,595 shares; 2025Q4: 190,334 shares; 2026Q1: 194,571 shares 194,571 $8.49M 0.88% +4,237 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,982 shares; 2024Q4: 49,392 shares; 2025Q1: 52,446 shares; 2025Q2: 55,217 shares; 2025Q3: 61,401 shares; 2025Q4: 63,803 shares; 2026Q1: 69,861 shares 69,861 $7.78M 0.8% +6,058 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: 18,218 shares; 2024Q4: 14,836 shares; 2025Q1: 17,052 shares; 2025Q2: 18,782 shares; 2025Q3: 20,490 shares; 2025Q4: 20,334 shares; 2026Q1: 20,777 shares 20,777 $7.72M 0.8% +443 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: 17,852 shares; 2024Q4: 14,964 shares; 2025Q1: 16,328 shares; 2025Q2: 16,380 shares; 2025Q3: 26,608 shares; 2025Q4: 27,138 shares; 2026Q1: 26,079 shares 26,079 $7.67M 0.79% -1,059 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: 7,535 shares; 2024Q4: 9,785 shares; 2025Q1: 10,308 shares; 2025Q2: 11,698 shares; 2025Q3: 12,287 shares; 2025Q4: 11,774 shares; 2026Q1: 11,348 shares 11,348 $7.38M 0.76% -426 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: 23,240 shares; 2024Q4: 15,720 shares; 2025Q1: 16,883 shares; 2025Q2: 19,716 shares; 2025Q3: 21,804 shares; 2025Q4: 22,496 shares; 2026Q1: 23,215 shares 23,215 $7.19M 0.74% +719 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,264 shares; 2024Q4: 26,098 shares; 2025Q1: 26,166 shares; 2025Q2: 26,254 shares; 2025Q3: 29,043 shares; 2025Q4: 35,047 shares; 2026Q1: 33,549 shares 33,549 $7.17M 0.74% -1,498 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: 50,121 shares; 2024Q4: 80,419 shares; 2025Q1: 57,185 shares; 2025Q2: 57,201 shares; 2025Q3: 76,836 shares; 2025Q4: 77,336 shares; 2026Q1: 73,682 shares 73,682 $7.16M 0.74% -3,654 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: 8,318 shares; 2024Q4: 8,357 shares; 2025Q1: 8,004 shares; 2025Q2: 8,419 shares; 2025Q3: 8,671 shares; 2025Q4: 8,301 shares; 2026Q1: 8,726 shares 8,726 $5.7M 0.59% +425 Timeline BBHY 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: 87,391 shares; 2024Q4: 93,295 shares; 2025Q1: 97,560 shares; 2025Q2: 103,361 shares; 2025Q3: 112,704 shares; 2025Q4: 118,408 shares; 2026Q1: 118,778 shares 118,778 $5.44M 0.56% +370 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,274 shares; 2024Q4: 90,703 shares; 2025Q1: 89,296 shares; 2025Q2: 93,790 shares; 2025Q3: 101,463 shares; 2025Q4: 108,905 shares; 2026Q1: 111,670 shares 111,670 $5.24M 0.54% +2,765 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: 10,258 shares; 2024Q4: 10,174 shares; 2025Q1: 9,863 shares; 2025Q2: 12,207 shares; 2025Q3: 12,420 shares; 2025Q4: 11,992 shares; 2026Q1: 12,063 shares 12,063 $5.14M 0.53% +71 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: 22,970 shares; 2024Q4: 16,594 shares; 2025Q1: 17,428 shares; 2025Q2: 18,863 shares; 2025Q3: 18,718 shares; 2025Q4: 17,420 shares; 2026Q1: 17,350 shares 17,350 $4.98M 0.51% -70 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: 10,670 shares; 2024Q4: 8,830 shares; 2025Q1: 9,818 shares; 2025Q2: 9,170 shares; 2025Q3: 9,992 shares; 2025Q4: 10,069 shares; 2026Q1: 9,965 shares 9,965 $4.77M 0.49% -104 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: 20,700 shares; 2024Q4: 24,391 shares; 2025Q1: 24,221 shares; 2025Q2: 24,260 shares; 2025Q3: 44,464 shares; 2025Q4: 38,619 shares; 2026Q1: 38,201 shares 38,201 $4.75M 0.49% -418 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: 208,813 shares; 2024Q4: 214,283 shares; 2025Q1: 225,218 shares; 2025Q2: 230,884 shares; 2025Q3: 227,371 shares; 2025Q4: 234,285 shares; 2026Q1: 233,915 shares 233,915 $4.49M 0.46% -370 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: 25,403 shares; 2024Q4: 22,573 shares; 2025Q1: 23,317 shares; 2025Q2: 23,905 shares; 2025Q3: 33,421 shares; 2025Q4: 35,022 shares; 2026Q1: 35,465 shares 35,465 $4.41M 0.46% +443 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: 8,973 shares; 2024Q4: 20,207 shares; 2025Q1: 13,300 shares; 2025Q2: 15,711 shares; 2025Q3: 19,189 shares; 2025Q4: 19,629 shares; 2026Q1: 16,646 shares 16,646 $4.13M 0.43% -2,983 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: 10,863 shares; 2024Q4: 9,316 shares; 2025Q1: 9,392 shares; 2025Q2: 9,234 shares; 2025Q3: 12,709 shares; 2025Q4: 12,983 shares; 2026Q1: 12,809 shares 12,809 $3.98M 0.41% -174 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: 28,483 shares; 2024Q4: 21,294 shares; 2025Q1: 22,905 shares; 2025Q2: 22,848 shares; 2025Q3: 23,757 shares; 2025Q4: 24,574 shares; 2026Q1: 23,201 shares 23,201 $3.94M 0.41% -1,373 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: 45,590 shares; 2024Q4: 45,348 shares; 2025Q1: 43,805 shares; 2025Q2: 47,258 shares; 2025Q3: 46,675 shares; 2025Q4: 41,014 shares; 2026Q1: 39,569 shares 39,569 $3.93M 0.41% -1,445 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: 4,392 shares; 2024Q4: 3,149 shares; 2025Q1: 3,259 shares; 2025Q2: 3,638 shares; 2025Q3: 3,892 shares; 2025Q4: 3,877 shares; 2026Q1: 4,214 shares 4,214 $3.88M 0.4% +337 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: 2,993 shares; 2024Q4: 2,437 shares; 2025Q1: 2,425 shares; 2025Q2: 2,399 shares; 2025Q3: 2,522 shares; 2025Q4: 25,264 shares; 2026Q1: 39,313 shares 39,313 $3.78M 0.39% +14,049 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: 14,972 shares; 2024Q4: 11,500 shares; 2025Q1: 11,537 shares; 2025Q2: 10,175 shares; 2025Q3: 11,141 shares; 2025Q4: 10,909 shares; 2026Q1: 10,286 shares 10,286 $3.48M 0.36% -623 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: 13,672 shares; 2024Q4: 11,948 shares; 2025Q1: 12,071 shares; 2025Q2: 11,827 shares; 2025Q3: 11,917 shares; 2025Q4: 11,366 shares; 2026Q1: 10,967 shares 10,967 $3.31M 0.34% -399 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,302 shares; 2024Q4: 46,133 shares; 2025Q1: 46,133 shares; 2025Q2: 44,921 shares; 2025Q3: 45,213 shares; 2025Q4: 45,354 shares; 2026Q1: 45,487 shares 45,487 $3.23M 0.33% +133 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 17,139 shares; 2025Q1: 17,695 shares; 2025Q2: 21,921 shares; 2025Q3: 39,217 shares; 2025Q4: 40,149 shares; 2026Q1: 40,233 shares 40,233 $3.12M 0.32% +84 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: 7,861 shares; 2024Q4: 10,461 shares; 2025Q1: 11,195 shares; 2025Q2: 12,069 shares; 2025Q3: 14,841 shares; 2025Q4: 15,383 shares; 2026Q1: 16,176 shares 16,176 $3.1M 0.32% +793 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: 12,269 shares; 2024Q4: 7,651 shares; 2025Q1: 8,083 shares; 2025Q2: 8,625 shares; 2025Q3: 11,468 shares; 2025Q4: 11,626 shares; 2026Q1: 12,288 shares 12,288 $3M 0.31% +662 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: 15,073 shares; 2024Q4: 12,088 shares; 2025Q1: 12,236 shares; 2025Q2: 12,440 shares; 2025Q3: 13,622 shares; 2025Q4: 13,344 shares; 2026Q1: 13,717 shares 13,717 $2.98M 0.31% +373 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,353 shares; 2025Q1: 12,881 shares; 2025Q2: 15,363 shares; 2025Q3: 31,263 shares; 2025Q4: 26,785 shares; 2026Q1: 35,794 shares 35,794 $2.84M 0.29% +9,009 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: 5,880 shares; 2024Q4: 3,913 shares; 2025Q1: 4,315 shares; 2025Q2: 6,730 shares; 2025Q3: 6,994 shares; 2025Q4: 14,310 shares; 2026Q1: 53,698 shares 53,698 $2.84M 0.29% +39,388 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 1,840 shares; 2025Q1: 1,914 shares; 2025Q2: 1,854 shares; 2025Q3: 1,886 shares; 2025Q4: 1,897 shares; 2026Q1: 1,895 shares 1,895 $2.5M 0.26% -2 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: 37,806 shares; 2024Q4: 33,778 shares; 2025Q1: 34,112 shares; 2025Q2: 33,352 shares; 2025Q3: 50,746 shares; 2025Q4: 51,406 shares; 2026Q1: 49,888 shares 49,888 $2.43M 0.25% -1,518 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: 1,810 shares; 2024Q4: 3,381 shares; 2025Q1: 4,727 shares; 2025Q2: 4,243 shares; 2025Q3: 4,588 shares; 2025Q4: 4,255 shares; 2026Q1: 4,166 shares 4,166 $2.4M 0.25% -89 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: 2,237 shares; 2024Q4: 2,038 shares; 2025Q1: 2,087 shares; 2025Q2: 2,110 shares; 2025Q3: 2,309 shares; 2025Q4: 2,381 shares; 2026Q1: 2,388 shares 2,388 $2.38M 0.25% +7 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: 21,786 shares; 2024Q4: 15,583 shares; 2025Q1: 16,008 shares; 2025Q2: 15,029 shares; 2025Q3: 15,438 shares; 2025Q4: 15,626 shares; 2026Q1: 16,065 shares 16,065 $2.32M 0.24% +439 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: 6,973 shares; 2024Q4: 16,146 shares; 2025Q1: 17,446 shares; 2025Q2: 17,464 shares; 2025Q3: 17,620 shares; 2025Q4: 34,240 shares; 2026Q1: 36,496 shares 36,496 $2.24M 0.23% +2,256 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: 4,490 shares; 2024Q4: 4,054 shares; 2025Q1: 3,582 shares; 2025Q2: 3,851 shares; 2025Q3: 6,919 shares; 2025Q4: 6,393 shares; 2026Q1: 6,496 shares 6,496 $2.22M 0.23% +103 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: 6,467 shares; 2024Q4: 4,613 shares; 2025Q1: 4,906 shares; 2025Q2: 4,862 shares; 2025Q3: 7,220 shares; 2025Q4: 6,960 shares; 2026Q1: 6,253 shares 6,253 $2.06M 0.21% -707 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: 9,329 shares; 2024Q4: 8,436 shares; 2025Q1: 8,887 shares; 2025Q2: 9,956 shares; 2025Q3: 10,042 shares; 2025Q4: 10,100 shares; 2026Q1: 10,008 shares 10,008 $2.04M 0.21% -92 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $1.96M 0.2% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,781 shares 9,781 $1.93M 0.2% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 4,004 shares; 2025Q1: 4,276 shares; 2025Q2: 4,391 shares; 2025Q3: 4,404 shares; 2025Q4: 4,470 shares; 2026Q1: 4,457 shares 4,457 $1.92M 0.2% -13 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: 5,339 shares; 2024Q4: 3,876 shares; 2025Q1: 4,108 shares; 2025Q2: 5,562 shares; 2025Q3: 6,727 shares; 2025Q4: 6,622 shares; 2026Q1: 6,719 shares 6,719 $1.91M 0.2% +97 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 5,992 shares; 2025Q1: 5,875 shares; 2025Q2: 5,891 shares; 2025Q3: 5,975 shares; 2025Q4: 5,955 shares; 2026Q1: 5,897 shares 5,897 $1.89M 0.2% -58 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: 3,440 shares; 2024Q4: 2,825 shares; 2025Q1: 2,881 shares; 2025Q2: 2,746 shares; 2025Q3: 2,715 shares; 2025Q4: 2,663 shares; 2026Q1: 2,525 shares 2,525 $1.79M 0.18% -138 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: 5,408 shares; 2024Q4: 3,319 shares; 2025Q1: 3,584 shares; 2025Q2: 6,277 shares; 2025Q3: 6,749 shares; 2025Q4: 7,236 shares; 2026Q1: 7,280 shares 7,280 $1.76M 0.18% +44 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837 shares; 2026Q1: 19,040 shares 19,040 $1.76M 0.18% +18,203 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: 25,487 shares; 2024Q4: 24,688 shares; 2025Q1: 30,051 shares; 2025Q2: 86,244 shares; 2025Q3: 85,271 shares; 2025Q4: 87,418 shares; 2026Q1: 39,811 shares 39,811 $1.76M 0.18% -47,607 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: 10,443 shares; 2024Q4: 9,057 shares; 2025Q1: 7,817 shares; 2025Q2: 7,942 shares; 2025Q3: 10,134 shares; 2025Q4: 10,788 shares; 2026Q1: 11,730 shares 11,730 $1.73M 0.18% +942 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,399 shares; 2025Q1: 6,600 shares; 2025Q2: 6,666 shares; 2025Q3: 6,589 shares; 2025Q4: 6,257 shares; 2026Q1: 6,238 shares 6,238 $1.66M 0.17% -19 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: 15,937 shares; 2024Q4: 12,120 shares; 2025Q1: 12,685 shares; 2025Q2: 10,576 shares; 2025Q3: 11,252 shares; 2025Q4: 11,116 shares; 2026Q1: 10,628 shares 10,628 $1.65M 0.17% -488 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: 9,673 shares; 2024Q4: 7,594 shares; 2025Q1: 7,847 shares; 2025Q2: 9,391 shares; 2025Q3: 9,323 shares; 2025Q4: 7,890 shares; 2026Q1: 9,971 shares 9,971 $1.65M 0.17% +2,081 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: 1,885 shares; 2024Q4: 1,610 shares; 2025Q1: 1,630 shares; 2025Q2: 1,842 shares; 2025Q3: 1,938 shares; 2025Q4: 1,972 shares; 2026Q1: 1,838 shares 1,838 $1.65M 0.17% -134 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: 19,210 shares; 2024Q4: 16,126 shares; 2025Q1: 16,956 shares; 2025Q2: 20,548 shares; 2025Q3: 22,329 shares; 2025Q4: 21,491 shares; 2026Q1: 21,618 shares 21,618 $1.64M 0.17% +127 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: 5,217 shares; 2024Q4: 3,509 shares; 2025Q1: 3,590 shares; 2025Q2: 3,562 shares; 2025Q3: 3,864 shares; 2025Q4: 3,511 shares; 2026Q1: 3,262 shares 3,262 $1.63M 0.17% -249 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,007 shares; 2025Q1: 1,026 shares; 2025Q2: 1,442 shares; 2025Q3: 1,803 shares; 2025Q4: 1,829 shares; 2026Q1: 1,854 shares 1,854 $1.62M 0.17% +25 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: 15,319 shares; 2024Q4: 12,108 shares; 2025Q1: 13,320 shares; 2025Q2: 14,248 shares; 2025Q3: 14,083 shares; 2025Q4: 13,354 shares; 2026Q1: 13,154 shares 13,154 $1.58M 0.16% -200 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: 7,348 shares; 2024Q4: 6,774 shares; 2025Q1: 8,037 shares; 2025Q2: 8,573 shares; 2025Q3: 12,981 shares; 2025Q4: 12,172 shares; 2026Q1: 12,143 shares 12,143 $1.56M 0.16% -29 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,606 shares; 2024Q4: 6,385 shares; 2025Q1: 6,375 shares; 2025Q2: 7,362 shares; 2025Q3: 8,035 shares; 2025Q4: 7,995 shares; 2026Q1: 8,058 shares 8,058 $1.55M 0.16% +63 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,500 shares; 2025Q3: 71,500 shares; 2025Q4: 70,324 shares; 2026Q1: 54,749 shares 54,749 $1.52M 0.16% -15,575 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $1.52M 0.16% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 7,968 shares; 2025Q1: 7,126 shares; 2025Q2: 7,410 shares; 2025Q3: 7,044 shares; 2025Q4: 6,224 shares; 2026Q1: 6,799 shares 6,799 $1.47M 0.15% +575 Timeline SCHX 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: 3,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,960 shares; 2025Q3: 58,836 shares; 2025Q4: 56,616 shares; 2026Q1: 56,616 shares 56,616 $1.45M 0.15% 0 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: 3,350 shares; 2024Q4: 2,333 shares; 2025Q1: 2,401 shares; 2025Q2: 2,545 shares; 2025Q3: 2,937 shares; 2025Q4: 2,178 shares; 2026Q1: 2,884 shares 2,884 $1.43M 0.15% +706 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: 15,154 shares; 2024Q4: 14,866 shares; 2025Q1: 16,428 shares; 2025Q2: 14,646 shares; 2025Q3: 17,905 shares; 2025Q4: 18,343 shares; 2026Q1: 17,865 shares 17,865 $1.42M 0.15% -478 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: 10,741 shares; 2024Q4: 10,580 shares; 2025Q1: 11,051 shares; 2025Q2: 11,101 shares; 2025Q3: 11,606 shares; 2025Q4: 11,001 shares; 2026Q1: 10,368 shares 10,368 $1.37M 0.14% -633 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: 3,381 shares; 2024Q4: 3,021 shares; 2025Q1: 3,195 shares; 2025Q2: 3,343 shares; 2025Q3: 3,467 shares; 2025Q4: 3,487 shares; 2026Q1: 3,653 shares 3,653 $1.31M 0.13% +166 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: 1,860 shares; 2025Q1: 2,239 shares; 2025Q2: 2,199 shares; 2025Q3: 2,073 shares; 2025Q4: 1,983 shares; 2026Q1: 4,058 shares 4,058 $1.3M 0.13% +2,075 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: 6,175 shares; 2024Q4: 5,463 shares; 2025Q1: 5,541 shares; 2025Q2: 5,558 shares; 2025Q3: 4,999 shares; 2025Q4: 4,997 shares; 2026Q1: 5,052 shares 5,052 $1.25M 0.13% +55 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: 3,221 shares; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 3,431 shares; 2025Q3: 3,229 shares; 2025Q4: 3,291 shares; 2026Q1: 3,659 shares 3,659 $1.24M 0.13% +368 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 16,216 shares; 2025Q1: 20,638 shares; 2025Q2: 20,638 shares; 2025Q3: 21,638 shares; 2025Q4: 21,638 shares; 2026Q1: 19,538 shares 19,538 $1.21M 0.13% -2,100 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: 2,563 shares; 2024Q4: 2,101 shares; 2025Q1: 2,184 shares; 2025Q2: 2,625 shares; 2025Q3: 2,622 shares; 2025Q4: 2,621 shares; 2026Q1: 2,624 shares 2,624 $1.21M 0.12% +3 Timeline DWM 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: 31,231 shares; 2024Q4: 27,173 shares; 2025Q1: 22,023 shares; 2025Q2: 22,441 shares; 2025Q3: 20,752 shares; 2025Q4: 19,312 shares; 2026Q1: 17,279 shares 17,279 $1.21M 0.12% -2,033 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: 3,683 shares; 2024Q4: 2,289 shares; 2025Q1: 2,293 shares; 2025Q2: 2,686 shares; 2025Q3: 5,823 shares; 2025Q4: 5,229 shares; 2026Q1: 6,188 shares 6,188 $1.2M 0.12% +959 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: 7,877 shares; 2024Q4: 5,760 shares; 2025Q1: 6,002 shares; 2025Q2: 6,015 shares; 2025Q3: 6,325 shares; 2025Q4: 6,009 shares; 2026Q1: 5,804 shares 5,804 $1.2M 0.12% -205 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: 4,260 shares; 2025Q4: 2,118 shares; 2026Q1: 1,874 shares 1,874 $1.19M 0.12% -244 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: 40,008 shares; 2024Q4: 36,988 shares; 2025Q1: 41,691 shares; 2025Q2: 49,053 shares; 2025Q3: 51,176 shares; 2025Q4: 45,998 shares; 2026Q1: 40,415 shares 40,415 $1.17M 0.12% -5,583 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: 11,189 shares; 2024Q4: 9,806 shares; 2025Q1: 10,090 shares; 2025Q2: 11,405 shares; 2025Q3: 11,857 shares; 2025Q4: 11,745 shares; 2026Q1: 11,388 shares 11,388 $1.17M 0.12% -357 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,350 shares; 2025Q1: 1,356 shares; 2025Q2: 1,590 shares; 2025Q3: 1,617 shares; 2025Q4: 1,535 shares; 2026Q1: 1,378 shares 1,378 $1.17M 0.12% -157 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 5,987 shares; 2025Q1: 6,095 shares; 2025Q2: 5,828 shares; 2025Q3: 6,131 shares; 2025Q4: 6,029 shares; 2026Q1: 6,723 shares 6,723 $1.15M 0.12% +694 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: 6,067 shares; 2024Q4: 4,135 shares; 2025Q1: 4,324 shares; 2025Q2: 4,557 shares; 2025Q3: 4,559 shares; 2025Q4: 4,168 shares; 2026Q1: 4,253 shares 4,253 $1.15M 0.12% +85 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: 1,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 1,175 shares 1,175 $1.13M 0.12% +34 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: 2,887 shares; 2024Q4: 2,272 shares; 2025Q1: 2,278 shares; 2025Q2: 2,327 shares; 2025Q3: 2,512 shares; 2025Q4: 2,537 shares; 2026Q1: 2,625 shares 2,625 $1.12M 0.12% +88 Timeline FNDA 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: 34,534 shares; 2025Q3: 34,534 shares; 2025Q4: 34,090 shares; 2026Q1: 34,090 shares 34,090 $1.11M 0.11% 0 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: 7,378 shares; 2024Q4: 5,398 shares; 2025Q1: 5,677 shares; 2025Q2: 5,834 shares; 2025Q3: 6,555 shares; 2025Q4: 6,494 shares; 2026Q1: 6,873 shares 6,873 $1.1M 0.11% +379 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: 2,517 shares; 2024Q4: 1,788 shares; 2025Q1: 1,772 shares; 2025Q2: 2,101 shares; 2025Q3: 2,197 shares; 2025Q4: 2,228 shares; 2026Q1: 2,215 shares 2,215 $1.09M 0.11% -13 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: 719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,078 shares; 2026Q1: 5,004 shares 5,004 $1.07M 0.11% +926 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 5,575 shares; 2025Q1: 5,651 shares; 2025Q2: 6,953 shares; 2025Q3: 7,960 shares; 2025Q4: 7,803 shares; 2026Q1: 7,566 shares 7,566 $1.05M 0.11% -237 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 1,562 shares; 2025Q2: 1,551 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 2,957 shares 2,957 $1.05M 0.11% +1,311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 4,507 shares; 2026Q1: 4,544 shares 4,544 $1.05M 0.11% +37 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,045 shares; 2025Q1: 13,510 shares; 2025Q2: 14,965 shares; 2025Q3: 14,579 shares; 2025Q4: 14,367 shares; 2026Q1: 13,978 shares 13,978 $1.03M 0.11% -389 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,800 shares; 2025Q1: 1,910 shares; 2025Q2: 2,260 shares; 2025Q3: 2,210 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares 2,211 $1.02M 0.11% 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: 1,553 shares; 2024Q4: 920 shares; 2025Q1: 1,422 shares; 2025Q2: 1,682 shares; 2025Q3: 1,748 shares; 2025Q4: 1,811 shares; 2026Q1: 1,761 shares 1,761 $992K 0.1% -50 Timeline HDV 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: 7,013 shares; 2025Q4: 7,069 shares; 2026Q1: 7,069 shares 7,069 $959K 0.1% 0 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: 3,448 shares; 2025Q1: 3,616 shares; 2025Q2: 3,670 shares; 2025Q3: 3,667 shares; 2025Q4: 3,602 shares; 2026Q1: 3,643 shares 3,643 $954K 0.1% +41 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: 720 shares; 2024Q4: 536 shares; 2025Q1: 560 shares; 2025Q2: 526 shares; 2025Q3: 523 shares; 2025Q4: 601 shares; 2026Q1: 634 shares 634 $934K 0.1% +33 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: 1,689 shares; 2024Q4: 2,385 shares; 2025Q1: 2,503 shares; 2025Q2: 2,829 shares; 2025Q3: 3,204 shares; 2025Q4: 3,492 shares; 2026Q1: 5,761 shares 5,761 $924K 0.1% +2,269 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: 7,546 shares; 2024Q4: 5,770 shares; 2025Q1: 5,906 shares; 2025Q2: 7,461 shares; 2025Q3: 7,830 shares; 2025Q4: 8,081 shares; 2026Q1: 7,738 shares 7,738 $918K 0.09% -343 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: 20,338 shares; 2024Q4: 16,482 shares; 2025Q1: 17,468 shares; 2025Q2: 16,545 shares; 2025Q3: 18,101 shares; 2025Q4: 17,622 shares; 2026Q1: 17,826 shares 17,826 $895K 0.09% +204 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: 8,238 shares; 2025Q3: 8,953 shares; 2025Q4: 9,376 shares; 2026Q1: 13,735 shares 13,735 $880K 0.09% +4,359 Timeline SCHA 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: 31,021 shares; 2025Q3: 30,572 shares; 2025Q4: 30,148 shares; 2026Q1: 30,148 shares 30,148 $877K 0.09% 0 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: 23,769 shares; 2024Q4: 17,720 shares; 2025Q1: 17,504 shares; 2025Q2: 21,440 shares; 2025Q3: 25,574 shares; 2025Q4: 26,495 shares; 2026Q1: 26,113 shares 26,113 $876K 0.09% -382 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,262 shares; 2024Q4: 20,262 shares; 2025Q1: 20,262 shares; 2025Q2: 20,262 shares; 2025Q3: 20,262 shares; 2025Q4: 19,635 shares; 2026Q1: 18,635 shares 18,635 $871K 0.09% -1,000 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 2,080 shares; 2025Q1: 2,234 shares; 2025Q2: 3,172 shares; 2025Q3: 4,319 shares; 2025Q4: 4,362 shares; 2026Q1: 4,397 shares 4,397 $869K 0.09% +35 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,458 shares; 2025Q1: 3,658 shares; 2025Q2: 4,379 shares; 2025Q3: 4,364 shares; 2025Q4: 4,420 shares; 2026Q1: 5,280 shares 5,280 $869K 0.09% +860 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: 3,110 shares; 2025Q4: 3,292 shares; 2026Q1: 3,201 shares 3,201 $866K 0.09% -91 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: not reported; 2025Q1: 2,184 shares; 2025Q2: 3,788 shares; 2025Q3: 4,350 shares; 2025Q4: 4,296 shares; 2026Q1: 5,640 shares 5,640 $862K 0.09% +1,344 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: 8,674 shares; 2024Q4: 11,794 shares; 2025Q1: 12,289 shares; 2025Q2: 11,926 shares; 2025Q3: 12,184 shares; 2025Q4: 12,251 shares; 2026Q1: 18,367 shares 18,367 $853K 0.09% +6,116 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,029 shares; 2024Q4: 5,795 shares; 2025Q1: 6,254 shares; 2025Q2: 11,184 shares; 2025Q3: 10,115 shares; 2025Q4: 10,268 shares; 2026Q1: 10,288 shares 10,288 $849K 0.09% +20 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: 5,770 shares; 2024Q4: 5,157 shares; 2025Q1: 5,201 shares; 2025Q2: 4,729 shares; 2025Q3: 4,721 shares; 2025Q4: 4,631 shares; 2026Q1: 4,656 shares 4,656 $848K 0.09% +25 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,773 shares; 2024Q4: 51,546 shares; 2025Q1: 45,058 shares; 2025Q2: 48,903 shares; 2025Q3: 44,636 shares; 2025Q4: 40,194 shares; 2026Q1: 39,875 shares 39,875 $844K 0.09% -319 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 5,200 shares; 2025Q2: 6,323 shares; 2025Q3: 5,444 shares; 2025Q4: 5,783 shares; 2026Q1: 5,740 shares 5,740 $840K 0.09% -43 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: not reported; 2025Q4: 74 shares; 2026Q1: 1,869 shares 1,869 $816K 0.08% +1,795 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: not reported; 2024Q4: 7,494 shares; 2025Q1: 7,868 shares; 2025Q2: 8,626 shares; 2025Q3: 8,618 shares; 2025Q4: 8,618 shares; 2026Q1: 8,637 shares 8,637 $801K 0.08% +19 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 2,812 shares; 2025Q1: 2,740 shares; 2025Q2: 2,748 shares; 2025Q3: 2,710 shares; 2025Q4: 2,442 shares; 2026Q1: 2,620 shares 2,620 $792K 0.08% +178 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares; 2026Q1: 6,439 shares 6,439 $791K 0.08% +1,177 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,879 shares; 2025Q1: 9,436 shares; 2025Q2: 9,436 shares; 2025Q3: 9,436 shares; 2025Q4: 9,486 shares; 2026Q1: 9,486 shares 9,486 $783K 0.08% 0 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: 3,703 shares; 2024Q4: 4,441 shares; 2025Q1: 4,531 shares; 2025Q2: 3,542 shares; 2025Q3: 4,523 shares; 2025Q4: 4,368 shares; 2026Q1: 3,880 shares 3,880 $772K 0.08% -488 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: 2,049 shares; 2025Q4: 2,048 shares; 2026Q1: 1,958 shares 1,958 $767K 0.08% -90 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: 14,351 shares; 2024Q4: 9,291 shares; 2025Q1: 10,226 shares; 2025Q2: 11,765 shares; 2025Q3: 11,479 shares; 2025Q4: 10,788 shares; 2026Q1: 10,590 shares 10,590 $762K 0.08% -198 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,633 shares; 2024Q4: 9,120 shares; 2025Q1: 9,409 shares; 2025Q2: 12,377 shares; 2025Q3: 11,142 shares; 2025Q4: 10,356 shares; 2026Q1: 13,022 shares 13,022 $761K 0.08% +2,666 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 3,942 shares; 2025Q1: 3,907 shares; 2025Q2: 3,704 shares; 2025Q3: 3,824 shares; 2025Q4: 4,108 shares; 2026Q1: 3,832 shares 3,832 $760K 0.08% -276 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,772 shares; 2025Q1: 7,772 shares; 2025Q2: 10,431 shares; 2025Q3: 10,431 shares; 2025Q4: 10,431 shares; 2026Q1: 11,081 shares 11,081 $755K 0.08% +650 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,819 shares; 2025Q3: 15,819 shares; 2025Q4: 15,408 shares; 2026Q1: 15,408 shares 15,408 $754K 0.08% 0 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: 4,954 shares; 2024Q4: 4,098 shares; 2025Q1: 3,570 shares; 2025Q2: 4,386 shares; 2025Q3: 4,618 shares; 2025Q4: 4,499 shares; 2026Q1: 4,646 shares 4,646 $731K 0.08% +147 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,222 shares; 2024Q4: 55,185 shares; 2025Q1: 58,541 shares; 2025Q2: 69,191 shares; 2025Q3: 68,473 shares; 2025Q4: 68,164 shares; 2026Q1: 63,655 shares 63,655 $718K 0.07% -4,509 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,561 shares; 2025Q1: 1,639 shares; 2025Q2: 1,734 shares; 2025Q3: 2,109 shares; 2025Q4: 2,103 shares; 2026Q1: 2,086 shares 2,086 $716K 0.07% -17 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: 166 shares; 2024Q4: 140 shares; 2025Q1: 137 shares; 2025Q2: 169 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 170 shares 170 $716K 0.07% +2 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: 5,881 shares; 2024Q4: 2,761 shares; 2025Q1: 2,953 shares; 2025Q2: 3,476 shares; 2025Q3: 5,368 shares; 2025Q4: 5,387 shares; 2026Q1: 5,431 shares 5,431 $712K 0.07% +44 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: 4,303 shares; 2024Q4: 2,570 shares; 2025Q1: 2,607 shares; 2025Q2: 2,558 shares; 2025Q3: 2,507 shares; 2025Q4: 2,561 shares; 2026Q1: 3,003 shares 3,003 $710K 0.07% +442 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: 2,217 shares; 2024Q4: 1,752 shares; 2025Q1: 1,834 shares; 2025Q2: 1,867 shares; 2025Q3: 1,959 shares; 2025Q4: 2,015 shares; 2026Q1: 1,636 shares 1,636 $707K 0.07% -379 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: 4,067 shares; 2024Q4: 2,884 shares; 2025Q1: 2,894 shares; 2025Q2: 3,296 shares; 2025Q3: 2,962 shares; 2025Q4: 3,812 shares; 2026Q1: 3,713 shares 3,713 $704K 0.07% -99 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 637 shares; 2025Q3: 628 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642 $700K 0.07% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,931 shares; 2025Q2: 14,931 shares; 2025Q3: 14,931 shares; 2025Q4: 14,714 shares; 2026Q1: 14,714 shares 14,714 $697K 0.07% 0 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: 3,820 shares; 2024Q4: 3,875 shares; 2025Q1: 4,238 shares; 2025Q2: 4,453 shares; 2025Q3: 5,142 shares; 2025Q4: 5,259 shares; 2026Q1: 8,021 shares 8,021 $695K 0.07% +2,762 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,029 shares; 2025Q1: 1,086 shares; 2025Q2: 868 shares; 2025Q3: 1,380 shares; 2025Q4: 1,518 shares; 2026Q1: 1,550 shares 1,550 $692K 0.07% +32 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: 2,203 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 5,406 shares; 2026Q1: 5,206 shares 5,206 $692K 0.07% -200 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,833 shares; 2024Q4: 14,701 shares; 2025Q1: 21,189 shares; 2025Q2: 24,875 shares; 2025Q3: 28,058 shares; 2025Q4: 24,314 shares; 2026Q1: 24,584 shares 24,584 $690K 0.07% +270 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 1,872 shares; 2025Q1: 1,941 shares; 2025Q2: 2,448 shares; 2025Q3: 2,430 shares; 2025Q4: 2,415 shares; 2026Q1: 2,449 shares 2,449 $684K 0.07% +34 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,301 shares; 2025Q1: 10,759 shares; 2025Q2: 10,763 shares; 2025Q3: 10,206 shares; 2025Q4: 9,385 shares; 2026Q1: 8,826 shares 8,826 $681K 0.07% -559 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: 4,612 shares; 2024Q4: 3,623 shares; 2025Q1: 3,620 shares; 2025Q2: 3,997 shares; 2025Q3: 3,426 shares; 2025Q4: 3,564 shares; 2026Q1: 3,431 shares 3,431 $680K 0.07% -133 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 10,543 shares; 2025Q1: 11,065 shares; 2025Q2: 10,022 shares; 2025Q3: 9,020 shares; 2025Q4: 9,374 shares; 2026Q1: 8,641 shares 8,641 $680K 0.07% -733 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,225 shares; 2024Q4: 23,012 shares; 2025Q1: 22,369 shares; 2025Q2: 15,580 shares; 2025Q3: 16,809 shares; 2025Q4: 16,441 shares; 2026Q1: 16,446 shares 16,446 $675K 0.07% +5 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: 2,229 shares; 2024Q4: 1,758 shares; 2025Q1: 1,762 shares; 2025Q2: 2,132 shares; 2025Q3: 2,256 shares; 2025Q4: 2,270 shares; 2026Q1: 2,218 shares 2,218 $674K 0.07% -52 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: 841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,155 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $668K 0.07% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,318 shares; 2025Q1: 1,388 shares; 2025Q2: not reported; 2025Q3: 3,416 shares; 2025Q4: 3,126 shares; 2026Q1: 3,021 shares 3,021 $668K 0.07% -105 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: 2,316 shares; 2025Q1: 2,379 shares; 2025Q2: 2,384 shares; 2025Q3: 2,379 shares; 2025Q4: 2,395 shares; 2026Q1: 2,319 shares 2,319 $666K 0.07% -76 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,144 shares; 2024Q4: 16,000 shares; 2025Q1: 18,082 shares; 2025Q2: 19,729 shares; 2025Q3: 18,366 shares; 2025Q4: 18,201 shares; 2026Q1: 14,151 shares 14,151 $665K 0.07% -4,050 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: 11,489 shares; 2024Q4: 7,211 shares; 2025Q1: 6,807 shares; 2025Q2: 4,306 shares; 2025Q3: 5,031 shares; 2025Q4: 5,160 shares; 2026Q1: 5,226 shares 5,226 $660K 0.07% +66 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,697 shares; 2024Q4: 31,434 shares; 2025Q1: 32,243 shares; 2025Q2: 35,578 shares; 2025Q3: 35,480 shares; 2025Q4: 37,236 shares; 2026Q1: 33,304 shares 33,304 $658K 0.07% -3,932 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: 9,422 shares; 2024Q4: 8,575 shares; 2025Q1: 8,739 shares; 2025Q2: 7,924 shares; 2025Q3: 8,750 shares; 2025Q4: 8,761 shares; 2026Q1: 8,792 shares 8,792 $655K 0.07% +31 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: 7,935 shares; 2024Q4: 5,867 shares; 2025Q1: 5,902 shares; 2025Q2: 7,468 shares; 2025Q3: 6,795 shares; 2025Q4: 6,765 shares; 2026Q1: 6,767 shares 6,767 $653K 0.07% +2 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: not reported; 2024Q4: 4,646 shares; 2025Q1: 4,921 shares; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 4,990 shares; 2026Q1: 4,678 shares 4,678 $647K 0.07% -312 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: 6,575 shares; 2024Q4: 4,197 shares; 2025Q1: 4,752 shares; 2025Q2: 6,898 shares; 2025Q3: 8,729 shares; 2025Q4: 8,740 shares; 2026Q1: 8,819 shares 8,819 $642K 0.07% +79 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: 1,387 shares; 2024Q4: 840 shares; 2025Q1: 1,181 shares; 2025Q2: 1,598 shares; 2025Q3: 1,595 shares; 2025Q4: 1,547 shares; 2026Q1: 1,537 shares 1,537 $641K 0.07% -10 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: 5,866 shares; 2024Q4: 4,469 shares; 2025Q1: 4,427 shares; 2025Q2: 3,805 shares; 2025Q3: 3,640 shares; 2025Q4: 3,734 shares; 2026Q1: 3,679 shares 3,679 $638K 0.07% -55 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 290 shares; 2025Q1: 306 shares; 2025Q2: 5,964 shares; 2025Q3: 6,487 shares; 2025Q4: 6,602 shares; 2026Q1: 6,860 shares 6,860 $633K 0.07% +258 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,711 shares; 2024Q4: 14,260 shares; 2025Q1: 15,313 shares; 2025Q2: 18,790 shares; 2025Q3: 17,160 shares; 2025Q4: 13,961 shares; 2026Q1: 17,222 shares 17,222 $633K 0.07% +3,261 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: 4,670 shares; 2025Q1: 4,739 shares; 2025Q2: 4,703 shares; 2025Q3: 5,611 shares; 2025Q4: 5,421 shares; 2026Q1: 9,517 shares 9,517 $633K 0.07% +4,096 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: 12,759 shares; 2024Q4: 22,961 shares; 2025Q1: 22,958 shares; 2025Q2: 27,539 shares; 2025Q3: 40,307 shares; 2025Q4: 43,341 shares; 2026Q1: 40,336 shares 40,336 $631K 0.07% -3,005 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,422 shares; 2025Q1: 1,408 shares; 2025Q2: 3,625 shares; 2025Q3: 3,405 shares; 2025Q4: 3,403 shares; 2026Q1: 3,428 shares 3,428 $625K 0.06% +25 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: 4,941 shares; 2024Q4: 5,106 shares; 2025Q1: 5,530 shares; 2025Q2: 5,504 shares; 2025Q3: 5,359 shares; 2025Q4: 5,502 shares; 2026Q1: 5,477 shares 5,477 $621K 0.06% -25 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: 8,413 shares; 2024Q4: 6,839 shares; 2025Q1: 6,990 shares; 2025Q2: 7,011 shares; 2025Q3: 10,478 shares; 2025Q4: 11,623 shares; 2026Q1: 11,925 shares 11,925 $620K 0.06% +302 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: 6,705 shares; 2024Q4: 3,775 shares; 2025Q1: 5,014 shares; 2025Q2: 4,105 shares; 2025Q3: 3,891 shares; 2025Q4: 4,333 shares; 2026Q1: 4,620 shares 4,620 $611K 0.06% +287 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: 15,262 shares; 2025Q3: 15,262 shares; 2025Q4: 14,796 shares; 2026Q1: 24,608 shares 24,608 $609K 0.06% +9,812 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: not reported; 2024Q4: 3,083 shares; 2025Q1: 3,122 shares; 2025Q2: 3,067 shares; 2025Q3: 3,067 shares; 2025Q4: 3,171 shares; 2026Q1: 3,171 shares 3,171 $608K 0.06% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 2,722 shares; 2025Q1: 2,814 shares; 2025Q2: 3,150 shares; 2025Q3: 3,043 shares; 2025Q4: 2,799 shares; 2026Q1: 2,883 shares 2,883 $606K 0.06% +84 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: 1,033 shares; 2024Q4: 586 shares; 2025Q1: 1,173 shares; 2025Q2: 1,063 shares; 2025Q3: 1,049 shares; 2025Q4: 1,137 shares; 2026Q1: 1,104 shares 1,104 $594K 0.06% -33 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,411 shares; 2025Q1: 1,424 shares; 2025Q2: 1,481 shares; 2025Q3: 1,483 shares; 2025Q4: 1,516 shares; 2026Q1: 1,622 shares 1,622 $590K 0.06% +106 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: 1,135 shares; 2024Q4: 803 shares; 2025Q1: 798 shares; 2025Q2: 928 shares; 2025Q3: 993 shares; 2025Q4: 4,657 shares; 2026Q1: 5,627 shares 5,627 $588K 0.06% +970 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: 2,971 shares; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 4,078 shares; 2025Q3: 4,182 shares; 2025Q4: 4,375 shares; 2026Q1: 4,481 shares 4,481 $587K 0.06% +106 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,932 shares; 2025Q2: 7,932 shares; 2025Q3: 7,932 shares; 2025Q4: 7,932 shares; 2026Q1: 15,830 shares 15,830 $586K 0.06% +7,898 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: 2,577 shares; 2024Q4: 7,374 shares; 2025Q1: 2,819 shares; 2025Q2: 2,782 shares; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares; 2026Q1: 2,763 shares 2,763 $583K 0.06% 0 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: 1,482 shares; 2024Q4: 919 shares; 2025Q1: 951 shares; 2025Q2: 1,239 shares; 2025Q3: 1,308 shares; 2025Q4: 1,268 shares; 2026Q1: 1,059 shares 1,059 $581K 0.06% -209 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: 5,000 shares; 2024Q4: 8,063 shares; 2025Q1: 8,182 shares; 2025Q2: 8,141 shares; 2025Q3: 7,441 shares; 2025Q4: 7,455 shares; 2026Q1: 6,574 shares 6,574 $580K 0.06% -881 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: 3,819 shares; 2024Q4: 2,656 shares; 2025Q1: 2,687 shares; 2025Q2: 1,708 shares; 2025Q3: 1,714 shares; 2025Q4: 1,731 shares; 2026Q1: 1,781 shares 1,781 $566K 0.06% +50 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: 5,226 shares; 2024Q4: 5,794 shares; 2025Q1: 5,981 shares; 2025Q2: 6,494 shares; 2025Q3: 6,479 shares; 2025Q4: 6,003 shares; 2026Q1: 6,023 shares 6,023 $566K 0.06% +20 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,492 shares; 2024Q4: 19,639 shares; 2025Q1: 20,679 shares; 2025Q2: 23,629 shares; 2025Q3: 23,137 shares; 2025Q4: 19,241 shares; 2026Q1: 21,458 shares 21,458 $559K 0.06% +2,217 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 4,590 shares; 2025Q1: 4,751 shares; 2025Q2: 5,522 shares; 2025Q3: 5,408 shares; 2025Q4: 5,341 shares; 2026Q1: 6,734 shares 6,734 $558K 0.06% +1,393 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,134 shares; 2025Q1: 3,796 shares; 2025Q2: 4,748 shares; 2025Q3: 5,091 shares; 2025Q4: 4,904 shares; 2026Q1: 4,430 shares 4,430 $556K 0.06% -474 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 957 shares; 2025Q1: 996 shares; 2025Q2: 1,076 shares; 2025Q3: 1,069 shares; 2025Q4: 860 shares; 2026Q1: 1,145 shares 1,145 $555K 0.06% +285 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,363 shares; 2025Q1: 11,363 shares; 2025Q2: 11,363 shares; 2025Q3: 11,363 shares; 2025Q4: 11,363 shares; 2026Q1: 11,363 shares 11,363 $544K 0.06% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 6,901 shares; 2025Q1: 7,160 shares; 2025Q2: 5,996 shares; 2025Q3: 5,828 shares; 2025Q4: 5,752 shares; 2026Q1: 5,738 shares 5,738 $534K 0.06% -14 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 6,256 shares; 2025Q1: 6,436 shares; 2025Q2: 8,743 shares; 2025Q3: 10,839 shares; 2025Q4: 10,375 shares; 2026Q1: 8,456 shares 8,456 $531K 0.05% -1,919 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: 2,412 shares; 2024Q4: 2,347 shares; 2025Q1: 2,320 shares; 2025Q2: 2,409 shares; 2025Q3: 2,586 shares; 2025Q4: 2,664 shares; 2026Q1: 2,544 shares 2,544 $529K 0.05% -120 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares; 2026Q1: 2,254 shares 2,254 $526K 0.05% +3 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 685 shares; 2025Q1: 705 shares; 2025Q2: 979 shares; 2025Q3: 1,095 shares; 2025Q4: 1,094 shares; 2026Q1: 1,101 shares 1,101 $521K 0.05% +7 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 1,777 shares; 2025Q1: 1,808 shares; 2025Q2: 1,788 shares; 2025Q3: 1,829 shares; 2025Q4: 1,577 shares; 2026Q1: 1,593 shares 1,593 $519K 0.05% +16 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,211 shares; 2024Q4: 9,588 shares; 2025Q1: 10,968 shares; 2025Q2: 12,528 shares; 2025Q3: 12,321 shares; 2025Q4: 12,510 shares; 2026Q1: 13,031 shares 13,031 $509K 0.05% +521 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 8,869 shares; 2025Q1: 9,292 shares; 2025Q2: 9,954 shares; 2025Q3: 10,016 shares; 2025Q4: 9,138 shares; 2026Q1: 15,334 shares 15,334 $508K 0.05% +6,196 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: 862 shares; 2024Q4: 541 shares; 2025Q1: 566 shares; 2025Q2: 749 shares; 2025Q3: 755 shares; 2025Q4: 689 shares; 2026Q1: 693 shares 693 $505K 0.05% +4 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,248 shares; 2024Q4: 23,649 shares; 2025Q1: 24,047 shares; 2025Q2: 20,313 shares; 2025Q3: 20,111 shares; 2025Q4: 20,074 shares; 2026Q1: 19,402 shares 19,402 $503K 0.05% -672 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: 866 shares; 2024Q4: 661 shares; 2025Q1: 1,086 shares; 2025Q2: 1,222 shares; 2025Q3: 1,424 shares; 2025Q4: 1,228 shares; 2026Q1: 1,263 shares 1,263 $501K 0.05% +35 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: 4,112 shares; 2024Q4: 5,001 shares; 2025Q1: 5,055 shares; 2025Q2: 3,139 shares; 2025Q3: 5,239 shares; 2025Q4: 4,233 shares; 2026Q1: 4,119 shares 4,119 $499K 0.05% -114 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 6,016 shares; 2025Q1: 6,189 shares; 2025Q2: 7,372 shares; 2025Q3: 7,265 shares; 2025Q4: 7,354 shares; 2026Q1: 7,474 shares 7,474 $493K 0.05% +120 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,414 shares; 2025Q1: 7,762 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares; 2026Q1: 9,943 shares 9,943 $491K 0.05% +2,000 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: 6,653 shares; 2024Q4: 6,653 shares; 2025Q1: 6,653 shares; 2025Q2: 4,190 shares; 2025Q3: 4,178 shares; 2025Q4: 4,178 shares; 2026Q1: 4,567 shares 4,567 $485K 0.05% +389 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: 3,188 shares; 2024Q4: 11,624 shares; 2025Q1: 14,065 shares; 2025Q2: 10,965 shares; 2025Q3: 8,418 shares; 2025Q4: 4,087 shares; 2026Q1: 6,092 shares 6,092 $485K 0.05% +2,005 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: 818 shares; 2024Q4: 591 shares; 2025Q1: 603 shares; 2025Q2: 607 shares; 2025Q3: 659 shares; 2025Q4: 581 shares; 2026Q1: 559 shares 559 $484K 0.05% -22 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: 7,252 shares; 2024Q4: 6,187 shares; 2025Q1: 6,111 shares; 2025Q2: 6,917 shares; 2025Q3: 6,746 shares; 2025Q4: 6,823 shares; 2026Q1: 6,821 shares 6,821 $482K 0.05% -2 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,351 shares; 2025Q1: 8,851 shares; 2025Q2: 8,423 shares; 2025Q3: 7,614 shares; 2025Q4: 5,318 shares; 2026Q1: 6,095 shares 6,095 $478K 0.05% +777 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 1,534 shares; 2025Q1: 1,517 shares; 2025Q2: 1,843 shares; 2025Q3: 1,611 shares; 2025Q4: 1,515 shares; 2026Q1: 1,736 shares 1,736 $478K 0.05% +221 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: 6,762 shares; 2024Q4: 4,567 shares; 2025Q1: 4,541 shares; 2025Q2: 5,675 shares; 2025Q3: 3,563 shares; 2025Q4: 3,606 shares; 2026Q1: 3,647 shares 3,647 $478K 0.05% +41 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,075 shares; 2024Q4: 27,318 shares; 2025Q1: 27,685 shares; 2025Q2: 22,411 shares; 2025Q3: 19,101 shares; 2025Q4: 18,940 shares; 2026Q1: 15,627 shares 15,627 $477K 0.05% -3,313 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 5,019 shares; 2025Q1: 5,370 shares; 2025Q2: 5,703 shares; 2025Q3: 5,691 shares; 2025Q4: 6,393 shares; 2026Q1: 4,934 shares 4,934 $476K 0.05% -1,459 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 7,347 shares; 2025Q1: 7,219 shares; 2025Q2: 7,613 shares; 2025Q3: 7,191 shares; 2025Q4: 6,748 shares; 2026Q1: 6,515 shares 6,515 $472K 0.05% -233 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 707 shares; 2026Q1: 5,701 shares 5,701 $472K 0.05% +4,994 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,407 shares; 2025Q1: 13,773 shares; 2025Q2: 15,413 shares; 2025Q3: 15,413 shares; 2025Q4: 15,527 shares; 2026Q1: 15,367 shares 15,367 $471K 0.05% -160 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 4,987 shares; 2025Q1: 4,861 shares; 2025Q2: 4,976 shares; 2025Q3: 5,114 shares; 2025Q4: 4,832 shares; 2026Q1: 4,822 shares 4,822 $471K 0.05% -10 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,546 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,693 shares; 2026Q1: 1,573 shares 1,573 $470K 0.05% -120 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: 826 shares; 2024Q4: 1,107 shares; 2025Q1: 1,101 shares; 2025Q2: 1,058 shares; 2025Q3: 1,315 shares; 2025Q4: 1,311 shares; 2026Q1: 1,314 shares 1,314 $468K 0.05% +3 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: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares 2,382 $467K 0.05% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 4,617 shares; 2025Q1: 4,908 shares; 2025Q2: 6,906 shares; 2025Q3: 6,626 shares; 2025Q4: 6,598 shares; 2026Q1: 6,418 shares 6,418 $467K 0.05% -180 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,845 shares; 2024Q4: 30,500 shares; 2025Q1: 30,743 shares; 2025Q2: 30,362 shares; 2025Q3: 28,348 shares; 2025Q4: 28,690 shares; 2026Q1: 27,486 shares 27,486 $466K 0.05% -1,204 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,230 shares 20,230 $463K 0.05% new 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: 2,907 shares; 2024Q4: 2,209 shares; 2025Q1: 2,213 shares; 2025Q2: 2,909 shares; 2025Q3: 2,624 shares; 2025Q4: 4,571 shares; 2026Q1: 4,685 shares 4,685 $461K 0.05% +114 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 697 shares; 2025Q1: 762 shares; 2025Q2: 669 shares; 2025Q3: 673 shares; 2025Q4: 684 shares; 2026Q1: 1,055 shares 1,055 $460K 0.05% +371 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 3,689 shares; 2025Q1: 3,751 shares; 2025Q2: 4,617 shares; 2025Q3: 5,518 shares; 2025Q4: 5,625 shares; 2026Q1: 5,657 shares 5,657 $458K 0.05% +32 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 5,292 shares; 2025Q3: 5,980 shares; 2025Q4: 6,480 shares; 2026Q1: 5,358 shares 5,358 $453K 0.05% -1,122 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 2,419 shares; 2025Q4: 2,456 shares; 2026Q1: 2,502 shares 2,502 $451K 0.05% +46 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: 2,777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 752 shares; 2026Q1: 1,794 shares 1,794 $450K 0.05% +1,042 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: 1,957 shares; 2024Q4: 1,542 shares; 2025Q1: 1,581 shares; 2025Q2: 1,966 shares; 2025Q3: 1,621 shares; 2025Q4: 1,604 shares; 2026Q1: 1,363 shares 1,363 $448K 0.05% -241 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: 2,687 shares; 2024Q4: 1,946 shares; 2025Q1: 2,039 shares; 2025Q2: 1,284 shares; 2025Q3: 1,211 shares; 2025Q4: 1,224 shares; 2026Q1: 1,247 shares 1,247 $439K 0.05% +23 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: 5,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,994 shares; 2025Q4: 8,917 shares; 2026Q1: 9,462 shares 9,462 $435K 0.04% +545 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: 8,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 7,262 shares; 2025Q4: 7,290 shares; 2026Q1: 7,394 shares 7,394 $435K 0.04% +104 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: 612 shares; 2024Q4: 475 shares; 2025Q1: 489 shares; 2025Q2: 475 shares; 2025Q3: 461 shares; 2025Q4: 466 shares; 2026Q1: 560 shares 560 $433K 0.04% +94 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: not reported; 2025Q1: 9,302 shares; 2025Q2: 7,689 shares; 2025Q3: 9,660 shares; 2025Q4: 9,705 shares; 2026Q1: 8,812 shares 8,812 $429K 0.04% -893 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,112 shares; 2025Q4: 8,419 shares; 2026Q1: 8,419 shares 8,419 $426K 0.04% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,677 shares; 2025Q3: 6,639 shares; 2025Q4: 5,628 shares; 2026Q1: 5,541 shares 5,541 $426K 0.04% -87 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 6,527 shares; 2025Q3: 6,527 shares; 2025Q4: 5,663 shares; 2026Q1: 5,663 shares 5,663 $425K 0.04% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,233 shares; 2025Q1: 1,264 shares; 2025Q2: 1,625 shares; 2025Q3: 2,248 shares; 2025Q4: 2,254 shares; 2026Q1: 2,266 shares 2,266 $423K 0.04% +12 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 222 shares; 2025Q1: 234 shares; 2025Q2: 216 shares; 2025Q3: not reported; 2025Q4: 696 shares; 2026Q1: 883 shares 883 $419K 0.04% +187 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: 9,868 shares; 2024Q4: 4,012 shares; 2025Q1: 4,335 shares; 2025Q2: 4,886 shares; 2025Q3: 3,871 shares; 2025Q4: 3,981 shares; 2026Q1: 4,485 shares 4,485 $417K 0.04% +504 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,396 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,384 shares; 2026Q1: 1,379 shares 1,379 $415K 0.04% -5 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 2,270 shares; 2025Q1: 2,292 shares; 2025Q2: 2,698 shares; 2025Q3: 2,640 shares; 2025Q4: 2,766 shares; 2026Q1: 3,484 shares 3,484 $413K 0.04% +718 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: 3,861 shares; 2024Q4: 2,138 shares; 2025Q1: 2,018 shares; 2025Q2: 2,073 shares; 2025Q3: 1,862 shares; 2025Q4: 1,983 shares; 2026Q1: 1,817 shares 1,817 $411K 0.04% -166 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 1,889 shares; 2025Q1: 1,919 shares; 2025Q2: 2,524 shares; 2025Q3: 2,495 shares; 2025Q4: 2,352 shares; 2026Q1: 2,418 shares 2,418 $409K 0.04% +66 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: 2,967 shares; 2024Q4: 2,106 shares; 2025Q1: 2,401 shares; 2025Q2: 2,243 shares; 2025Q3: 1,657 shares; 2025Q4: 1,692 shares; 2026Q1: 1,667 shares 1,667 $404K 0.04% -25 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,702 shares; 2024Q4: 34,890 shares; 2025Q1: 37,769 shares; 2025Q2: 50,328 shares; 2025Q3: 50,041 shares; 2025Q4: 51,158 shares; 2026Q1: 50,767 shares 50,767 $403K 0.04% -391 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 1,178 shares; 2025Q1: 1,308 shares; 2025Q2: 1,782 shares; 2025Q3: 2,026 shares; 2025Q4: 2,022 shares; 2026Q1: 1,944 shares 1,944 $401K 0.04% -78 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: 4,165 shares; 2024Q4: 4,514 shares; 2025Q1: 5,368 shares; 2025Q2: not reported; 2025Q3: 6,618 shares; 2025Q4: 6,400 shares; 2026Q1: 6,593 shares 6,593 $400K 0.04% +193 Timeline IWO 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: 1,010 shares; 2024Q4: 1,270 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,273 shares 1,273 $399K 0.04% +38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 2,610 shares; 2025Q1: 2,636 shares; 2025Q2: 3,624 shares; 2025Q3: 3,623 shares; 2025Q4: 3,622 shares; 2026Q1: 3,641 shares 3,641 $399K 0.04% +19 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,542 shares; 2025Q1: 2,527 shares; 2025Q2: 2,508 shares; 2025Q3: 2,504 shares; 2025Q4: 2,526 shares; 2026Q1: 2,543 shares 2,543 $395K 0.04% +17 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,813 shares; 2025Q1: 1,932 shares; 2025Q2: 1,361 shares; 2025Q3: 1,516 shares; 2025Q4: 1,803 shares; 2026Q1: 1,840 shares 1,840 $394K 0.04% +37 Timeline AOA 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: 484 shares; 2026Q1: 4,456 shares 4,456 $394K 0.04% +3,972 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: 2,596 shares; 2024Q4: 1,881 shares; 2025Q1: 1,882 shares; 2025Q2: 1,741 shares; 2025Q3: 1,743 shares; 2025Q4: 1,606 shares; 2026Q1: 1,705 shares 1,705 $392K 0.04% +99 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 5,442 shares; 2026Q1: 12,946 shares 12,946 $390K 0.04% +7,504 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,662 shares; 2025Q1: not reported; 2025Q2: 3,206 shares; 2025Q3: 3,068 shares; 2025Q4: 2,439 shares; 2026Q1: 1,630 shares 1,630 $388K 0.04% -809 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: 402 shares; 2024Q4: 343 shares; 2025Q1: 360 shares; 2025Q2: 414 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 335 shares 335 $388K 0.04% -52 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,922 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,716 shares; 2025Q4: 4,721 shares; 2026Q1: 4,721 shares 4,721 $387K 0.04% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares; 2026Q1: 2,154 shares 2,154 $387K 0.04% +1,530 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: 964 shares; 2024Q4: 703 shares; 2025Q1: 729 shares; 2025Q2: 859 shares; 2025Q3: 845 shares; 2025Q4: 831 shares; 2026Q1: 855 shares 855 $380K 0.04% +24 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 854 shares; 2025Q1: 882 shares; 2025Q2: 745 shares; 2025Q3: 641 shares; 2025Q4: 628 shares; 2026Q1: 627 shares 627 $379K 0.04% -1 Timeline EMB 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: 3,881 shares; 2024Q4: 3,613 shares; 2025Q1: 3,616 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,916 shares; 2026Q1: 4,004 shares 4,004 $376K 0.04% +88 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 11,192 shares; 2025Q1: 11,519 shares; 2025Q2: 14,296 shares; 2025Q3: 12,458 shares; 2025Q4: 12,374 shares; 2026Q1: 10,718 shares 10,718 $373K 0.04% -1,656 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: 4,595 shares; 2024Q4: 2,238 shares; 2025Q1: 2,487 shares; 2025Q2: 3,274 shares; 2025Q3: 2,190 shares; 2025Q4: 3,060 shares; 2026Q1: 1,991 shares 1,991 $372K 0.04% -1,069 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 1,736 shares; 2025Q1: 1,781 shares; 2025Q2: 2,208 shares; 2025Q3: 3,799 shares; 2025Q4: 3,759 shares; 2026Q1: 3,226 shares 3,226 $371K 0.04% -533 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: 11,882 shares; 2024Q4: 9,154 shares; 2025Q1: 9,127 shares; 2025Q2: 9,059 shares; 2025Q3: 9,682 shares; 2025Q4: 10,682 shares; 2026Q1: 11,552 shares 11,552 $370K 0.04% +870 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,216 shares; 2025Q1: 1,259 shares; 2025Q2: 1,119 shares; 2025Q3: 1,113 shares; 2025Q4: 1,118 shares; 2026Q1: 1,127 shares 1,127 $368K 0.04% +9 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: 20,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,445 shares; 2026Q1: 20,445 shares 20,445 $368K 0.04% 0 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: 1,492 shares; 2025Q3: 1,455 shares; 2025Q4: 1,459 shares; 2026Q1: 1,144 shares 1,144 $368K 0.04% -315 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,098 shares; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: 933 shares; 2025Q4: 944 shares; 2026Q1: 1,063 shares 1,063 $367K 0.04% +119 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 13,562 shares; 2025Q1: 14,565 shares; 2025Q2: 23,408 shares; 2025Q3: 21,216 shares; 2025Q4: 20,293 shares; 2026Q1: 17,481 shares 17,481 $362K 0.04% -2,812 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: not reported; 2025Q4: 923 shares; 2026Q1: 882 shares 882 $359K 0.04% -41 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: 30,448 shares; 2024Q4: 16,646 shares; 2025Q1: 15,831 shares; 2025Q2: 20,390 shares; 2025Q3: 12,291 shares; 2025Q4: 9,080 shares; 2026Q1: 12,368 shares 12,368 $355K 0.04% +3,288 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 886 shares; 2025Q1: 928 shares; 2025Q2: 1,376 shares; 2025Q3: 963 shares; 2025Q4: 1,175 shares; 2026Q1: 1,331 shares 1,331 $355K 0.04% +156 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS 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: 4,281 shares; 2026Q1: 50,066 shares 50,066 $355K 0.04% +45,785 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,404 shares; 2025Q1: 10,709 shares; 2025Q2: 12,232 shares; 2025Q3: 12,010 shares; 2025Q4: 12,288 shares; 2026Q1: 12,928 shares 12,928 $354K 0.04% +640 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: 2,318 shares; 2024Q4: 2,039 shares; 2025Q1: 2,069 shares; 2025Q2: 2,633 shares; 2025Q3: 2,667 shares; 2025Q4: 2,696 shares; 2026Q1: 2,604 shares 2,604 $353K 0.04% -92 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: 964 shares; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 1,019 shares; 2025Q3: 1,110 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares 1,122 $352K 0.04% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,035 shares; 2025Q1: 12,446 shares; 2025Q2: 13,889 shares; 2025Q3: 14,778 shares; 2025Q4: 17,205 shares; 2026Q1: 23,527 shares 23,527 $351K 0.04% +6,322 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,276 shares; 2025Q1: 3,477 shares; 2025Q2: 4,865 shares; 2025Q3: 5,520 shares; 2025Q4: 5,170 shares; 2026Q1: 3,527 shares 3,527 $349K 0.04% -1,643 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 32,105 shares; 2025Q1: 32,199 shares; 2025Q2: 28,703 shares; 2025Q3: 28,677 shares; 2025Q4: 23,735 shares; 2026Q1: 23,868 shares 23,868 $348K 0.04% +133 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 2,428 shares; 2025Q1: 2,529 shares; 2025Q2: 2,506 shares; 2025Q3: 2,518 shares; 2025Q4: 2,518 shares; 2026Q1: 2,531 shares 2,531 $347K 0.04% +13 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,361 shares; 2025Q1: 1,567 shares; 2025Q2: 1,478 shares; 2025Q3: 1,497 shares; 2025Q4: 1,741 shares; 2026Q1: 1,774 shares 1,774 $347K 0.04% +33 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: 5,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,718 shares; 2025Q3: 6,694 shares; 2025Q4: 6,718 shares; 2026Q1: 6,839 shares 6,839 $344K 0.04% +121 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,296 shares; 2025Q4: 1,297 shares; 2026Q1: 1,291 shares 1,291 $343K 0.04% -6 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,924 shares; 2025Q4: 2,981 shares; 2026Q1: 3,044 shares 3,044 $342K 0.04% +63 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,209 shares; 2025Q1: 1,229 shares; 2025Q2: 1,301 shares; 2025Q3: 1,275 shares; 2025Q4: 1,274 shares; 2026Q1: 1,226 shares 1,226 $341K 0.04% -48 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: not reported; 2025Q4: 7,625 shares; 2026Q1: 35,345 shares 35,345 $339K 0.04% +27,720 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: 1,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,112 shares; 2025Q4: 1,113 shares; 2026Q1: 1,147 shares 1,147 $339K 0.03% +34 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,992 shares; 2025Q3: 4,904 shares; 2025Q4: 4,907 shares; 2026Q1: 4,936 shares 4,936 $336K 0.03% +29 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,488 shares; 2024Q4: 30,313 shares; 2025Q1: 30,721 shares; 2025Q2: 24,571 shares; 2025Q3: 24,647 shares; 2025Q4: 21,840 shares; 2026Q1: 15,466 shares 15,466 $335K 0.03% -6,374 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 26,744 shares; 2025Q1: 24,081 shares; 2025Q2: 22,092 shares; 2025Q3: 22,747 shares; 2025Q4: 23,700 shares; 2026Q1: 24,068 shares 24,068 $333K 0.03% +368 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 3,477 shares; 2025Q3: 3,390 shares; 2025Q4: 3,385 shares; 2026Q1: 3,338 shares 3,338 $333K 0.03% -47 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,761 shares; 2025Q1: 3,776 shares; 2025Q2: 3,802 shares; 2025Q3: 3,771 shares; 2025Q4: 3,767 shares; 2026Q1: 3,610 shares 3,610 $333K 0.03% -157 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 4,314 shares; 2026Q1: 4,808 shares 4,808 $333K 0.03% +494 Timeline PRF 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: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 6,988 shares; 2026Q1: 6,988 shares 6,988 $332K 0.03% 0 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: 3,384 shares; 2024Q4: 3,125 shares; 2025Q1: 3,371 shares; 2025Q2: 3,316 shares; 2025Q3: 3,326 shares; 2025Q4: 3,435 shares; 2026Q1: 3,441 shares 3,441 $330K 0.03% +6 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS 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: 2,864 shares; 2026Q1: 3,132 shares 3,132 $330K 0.03% +268 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,579 shares; 2024Q4: 8,603 shares; 2025Q1: 8,769 shares; 2025Q2: 5,109 shares; 2025Q3: 5,054 shares; 2025Q4: 5,030 shares; 2026Q1: 4,938 shares 4,938 $329K 0.03% -92 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,200 shares; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $325K 0.03% 0 Timeline PCEF 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: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 17,190 shares; 2025Q2: 17,190 shares; 2025Q3: 17,190 shares; 2025Q4: 17,190 shares; 2026Q1: 17,190 shares 17,190 $324K 0.03% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 2,704 shares; 2025Q4: 2,727 shares; 2026Q1: 2,696 shares 2,696 $323K 0.03% -31 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,453 shares; 2025Q1: 1,489 shares; 2025Q2: 1,550 shares; 2025Q3: 1,487 shares; 2025Q4: 1,512 shares; 2026Q1: 1,632 shares 1,632 $323K 0.03% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,641 shares; 2026Q1: 4,611 shares 4,611 $322K 0.03% +2,970 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 9,422 shares; 2025Q1: 9,918 shares; 2025Q2: 11,075 shares; 2025Q3: 10,422 shares; 2025Q4: 10,854 shares; 2026Q1: 6,673 shares 6,673 $322K 0.03% -4,181 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: 4,267 shares; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 3,998 shares; 2025Q3: 4,010 shares; 2025Q4: 3,998 shares; 2026Q1: 4,440 shares 4,440 $321K 0.03% +442 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 702 shares; 2025Q4: 661 shares; 2026Q1: 615 shares 615 $321K 0.03% -46 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,926 shares; 2025Q2: 14,541 shares; 2025Q3: 13,394 shares; 2025Q4: 12,572 shares; 2026Q1: 12,320 shares 12,320 $319K 0.03% -252 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 10,545 shares; 2025Q4: 10,254 shares; 2026Q1: 10,601 shares 10,601 $318K 0.03% +347 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 5,284 shares; 2025Q3: 5,113 shares; 2025Q4: 3,864 shares; 2026Q1: 4,213 shares 4,213 $316K 0.03% +349 Timeline IUSV 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: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,087 shares; 2026Q1: 3,087 shares 3,087 $316K 0.03% 0 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: 950 shares; 2024Q4: 583 shares; 2025Q1: 598 shares; 2025Q2: 664 shares; 2025Q3: 689 shares; 2025Q4: 651 shares; 2026Q1: 723 shares 723 $314K 0.03% +72 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 6,631 shares; 2025Q1: 3,277 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: 2,772 shares; 2026Q1: 2,772 shares 2,772 $314K 0.03% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 5,103 shares; 2025Q1: 7,375 shares; 2025Q2: 6,313 shares; 2025Q3: 5,622 shares; 2025Q4: 5,344 shares; 2026Q1: 4,514 shares 4,514 $313K 0.03% -830 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,100 shares; 2025Q1: 1,178 shares; 2025Q2: 1,442 shares; 2025Q3: 1,394 shares; 2025Q4: 1,386 shares; 2026Q1: 1,294 shares 1,294 $310K 0.03% -92 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: 11,069 shares; 2024Q4: 1,618 shares; 2025Q1: 1,667 shares; 2025Q2: 1,590 shares; 2025Q3: 1,386 shares; 2025Q4: 1,390 shares; 2026Q1: 1,267 shares 1,267 $309K 0.03% -123 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,073 shares; 2024Q4: 6,356 shares; 2025Q1: 6,387 shares; 2025Q2: 6,410 shares; 2025Q3: 6,360 shares; 2025Q4: 6,338 shares; 2026Q1: 5,882 shares 5,882 $309K 0.03% -456 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,846 shares; 2025Q1: not reported; 2025Q2: 5,956 shares; 2025Q3: 6,001 shares; 2025Q4: 4,691 shares; 2026Q1: 5,801 shares 5,801 $307K 0.03% +1,110 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,345 shares; 2025Q4: 8,383 shares; 2026Q1: 8,616 shares 8,616 $306K 0.03% +233 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,617 shares 1,617 $306K 0.03% -64 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 2,270 shares; 2025Q1: 2,316 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares 1,883 $305K 0.03% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,393 shares; 2025Q2: 14,239 shares; 2025Q3: 15,263 shares; 2025Q4: 15,526 shares; 2026Q1: 14,344 shares 14,344 $303K 0.03% -1,182 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: 3,080 shares; 2024Q4: 2,347 shares; 2025Q1: 2,242 shares; 2025Q2: 1,739 shares; 2025Q3: 1,338 shares; 2025Q4: 1,044 shares; 2026Q1: 1,247 shares 1,247 $303K 0.03% +203 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 6,147 shares; 2025Q1: 5,956 shares; 2025Q2: 6,421 shares; 2025Q3: 6,332 shares; 2025Q4: 6,178 shares; 2026Q1: 5,174 shares 5,174 $301K 0.03% -1,004 Timeline SMH 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: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $301K 0.03% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,187 shares; 2024Q4: 16,285 shares; 2025Q1: 20,359 shares; 2025Q2: 27,398 shares; 2025Q3: 27,291 shares; 2025Q4: 27,247 shares; 2026Q1: 59,476 shares 59,476 $299K 0.03% +32,229 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares; 2026Q1: 1,431 shares 1,431 $299K 0.03% +55 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,163 shares; 2025Q3: 2,181 shares; 2025Q4: 2,183 shares; 2026Q1: 2,204 shares 2,204 $298K 0.03% +21 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,178 shares; 2025Q4: 1,179 shares; 2026Q1: 1,187 shares 1,187 $297K 0.03% +8 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: 4,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 637 shares; 2026Q1: 3,387 shares 3,387 $297K 0.03% +2,750 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL 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: 3,253 shares; 2026Q1: 3,180 shares 3,180 $296K 0.03% -73 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: 3,593 shares; 2024Q4: 2,707 shares; 2025Q1: 2,787 shares; 2025Q2: 3,673 shares; 2025Q3: 3,543 shares; 2025Q4: 3,541 shares; 2026Q1: 3,620 shares 3,620 $296K 0.03% +79 Timeline IWN 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: 1,576 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares 1,556 $295K 0.03% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares; 2026Q1: 1,359 shares 1,359 $294K 0.03% +18 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,466 shares; 2025Q4: 1,451 shares; 2026Q1: 1,415 shares 1,415 $293K 0.03% -36 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,459 shares; 2024Q4: 25,059 shares; 2025Q1: 25,059 shares; 2025Q2: 25,059 shares; 2025Q3: 25,059 shares; 2025Q4: 9,385 shares; 2026Q1: 9,385 shares 9,385 $293K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 11,075 shares; 2025Q3: 11,075 shares; 2025Q4: 5,575 shares; 2026Q1: 5,575 shares 5,575 $293K 0.03% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,473 shares; 2025Q4: 1,446 shares; 2026Q1: 967 shares 967 $292K 0.03% -479 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 987 shares; 2025Q1: 1,006 shares; 2025Q2: 1,368 shares; 2025Q3: 1,282 shares; 2025Q4: 1,286 shares; 2026Q1: 1,258 shares 1,258 $292K 0.03% -28 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: 20,320 shares; 2024Q4: not reported; 2025Q1: 16,271 shares; 2025Q2: 15,474 shares; 2025Q3: 17,051 shares; 2025Q4: 17,933 shares; 2026Q1: 20,056 shares 20,056 $288K 0.03% +2,123 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: 653 shares; 2024Q4: 422 shares; 2025Q1: 421 shares; 2025Q2: 574 shares; 2025Q3: 594 shares; 2025Q4: 560 shares; 2026Q1: 294 shares 294 $288K 0.03% -266 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 85 shares 85 $287K 0.03% -1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 506 shares; 2026Q1: 508 shares 508 $285K 0.03% +2 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,574 shares; 2026Q1: 3,040 shares 3,040 $284K 0.03% +466 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: not reported; 2025Q4: 1,615 shares; 2026Q1: 2,082 shares 2,082 $283K 0.03% +467 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $282K 0.03% 0 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: 13,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,768 shares; 2025Q4: 11,772 shares; 2026Q1: 11,844 shares 11,844 $282K 0.03% +72 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,712 shares; 2025Q3: not reported; 2025Q4: 1,642 shares; 2026Q1: 1,623 shares 1,623 $279K 0.03% -19 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,025 shares; 2025Q1: 1,057 shares; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 1,047 shares; 2026Q1: 864 shares 864 $279K 0.03% -183 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: 537 shares; 2024Q4: 544 shares; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 563 shares; 2025Q4: 562 shares; 2026Q1: 566 shares 566 $278K 0.03% +4 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 1,534 shares; 2025Q1: 1,615 shares; 2025Q2: 1,845 shares; 2025Q3: 1,817 shares; 2025Q4: 1,668 shares; 2026Q1: 1,361 shares 1,361 $277K 0.03% -307 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: 3,670 shares; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 3,684 shares 3,684 $276K 0.03% -30 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: 6,769 shares; 2025Q4: 2,941 shares; 2026Q1: 5,083 shares 5,083 $276K 0.03% +2,142 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 2,367 shares; 2025Q1: 2,443 shares; 2025Q2: 3,610 shares; 2025Q3: not reported; 2025Q4: 3,086 shares; 2026Q1: 3,704 shares 3,704 $276K 0.03% +618 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA 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: not reported; 2025Q4: 8,378 shares; 2026Q1: 8,271 shares 8,271 $276K 0.03% -107 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to 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: 2,816 shares; 2026Q1: 3,022 shares 3,022 $275K 0.03% +206 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $274K 0.03% 0 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: 1,814 shares; 2025Q2: 1,862 shares; 2025Q3: not reported; 2025Q4: 1,457 shares; 2026Q1: 2,171 shares 2,171 $274K 0.03% +714 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: 1,176 shares; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 1,219 shares; 2025Q3: 1,212 shares; 2025Q4: 1,213 shares; 2026Q1: 1,239 shares 1,239 $271K 0.03% +26 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: 5,549 shares; 2024Q4: 5,767 shares; 2025Q1: 6,663 shares; 2025Q2: 6,883 shares; 2025Q3: 6,770 shares; 2025Q4: 3,763 shares; 2026Q1: 3,027 shares 3,027 $271K 0.03% -736 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,022 shares 1,022 $271K 0.03% +28 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,097 shares; 2025Q1: 2,097 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares 2,097 $269K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,579 shares; 2025Q4: 1,584 shares; 2026Q1: 1,590 shares 1,590 $269K 0.03% +6 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: 13,236 shares; 2025Q4: 13,240 shares; 2026Q1: 13,405 shares 13,405 $269K 0.03% +165 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 2,874 shares 2,874 $268K 0.03% +1,864 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: 3,588 shares; 2025Q3: 3,688 shares; 2025Q4: 3,533 shares; 2026Q1: 3,919 shares 3,919 $265K 0.03% +386 Timeline WSFS WSFS FINL CORP More: the full row for WSFS 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: 4,038 shares; 2025Q3: 4,002 shares; 2025Q4: 3,998 shares; 2026Q1: 4,035 shares 4,035 $264K 0.03% +37 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,264 shares; 2025Q3: 7,429 shares; 2025Q4: 8,163 shares; 2026Q1: 8,847 shares 8,847 $263K 0.03% +684 Timeline PCY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,780 shares; 2026Q1: 12,536 shares 12,536 $262K 0.03% +2,756 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,655 shares; 2025Q3: 8,406 shares; 2025Q4: 8,990 shares; 2026Q1: 8,990 shares 8,990 $262K 0.03% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: not reported; 2025Q1: 5,549 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,039 shares; 2026Q1: 3,952 shares 3,952 $261K 0.03% -87 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: not reported; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $260K 0.03% 0 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,991 shares; 2025Q1: 8,611 shares; 2025Q2: 8,162 shares; 2025Q3: 8,038 shares; 2025Q4: 8,361 shares; 2026Q1: 7,722 shares 7,722 $259K 0.03% -639 Timeline JBS JBS N.V. More: the full row for JBS 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: 14,435 shares; 2025Q3: 14,435 shares; 2025Q4: 14,435 shares; 2026Q1: 14,435 shares 14,435 $259K 0.03% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to 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: 3,437 shares; 2026Q1: 4,498 shares 4,498 $259K 0.03% +1,061 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: 2,541 shares; 2024Q4: 2,177 shares; 2025Q1: 2,242 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,841 shares; 2026Q1: 2,860 shares 2,860 $259K 0.03% +19 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: 1,762 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,017 shares; 2025Q3: 2,046 shares; 2025Q4: 1,985 shares; 2026Q1: 1,972 shares 1,972 $258K 0.03% -13 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 1,221 shares 1,221 $258K 0.03% +577 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 8,781 shares; 2025Q1: 9,045 shares; 2025Q2: 8,111 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares; 2026Q1: 7,478 shares 7,478 $258K 0.03% -634 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: 31,543 shares; 2024Q4: 25,107 shares; 2025Q1: 25,654 shares; 2025Q2: 23,233 shares; 2025Q3: 25,839 shares; 2025Q4: 24,852 shares; 2026Q1: 22,316 shares 22,316 $258K 0.03% -2,536 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 874 shares; 2025Q3: 875 shares; 2025Q4: 863 shares; 2026Q1: 872 shares 872 $254K 0.03% +9 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 3,086 shares; 2025Q4: 3,083 shares; 2026Q1: 3,092 shares 3,092 $254K 0.03% +9 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC 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: 4,026 shares; 2026Q1: 4,047 shares 4,047 $254K 0.03% +21 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares 2,123 $253K 0.03% 0 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: 4,002 shares; 2026Q1: 3,817 shares 3,817 $253K 0.03% -185 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,294 shares; 2025Q1: 1,293 shares; 2025Q2: 1,250 shares; 2025Q3: 1,241 shares; 2025Q4: 1,286 shares; 2026Q1: 1,555 shares 1,555 $253K 0.03% +269 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: 1,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 939 shares; 2025Q4: 915 shares; 2026Q1: 925 shares 925 $252K 0.03% +10 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: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares; 2025Q4: 1,081 shares; 2026Q1: 1,089 shares 1,089 $251K 0.03% +8 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: 495 shares; 2024Q4: 379 shares; 2025Q1: 370 shares; 2025Q2: 518 shares; 2025Q3: 480 shares; 2025Q4: 419 shares; 2026Q1: 344 shares 344 $251K 0.03% -75 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: not reported; 2025Q1: 17,239 shares; 2025Q2: 10,523 shares; 2025Q3: 9,927 shares; 2025Q4: 10,178 shares; 2026Q1: 8,734 shares 8,734 $248K 0.03% -1,444 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: not reported; 2025Q1: 10,986 shares; 2025Q2: not reported; 2025Q3: 10,709 shares; 2025Q4: 10,709 shares; 2026Q1: 10,366 shares 10,366 $248K 0.03% -343 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 4,306 shares 4,306 $248K 0.03% +4,240 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI 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: 16,139 shares; 2025Q4: 11,605 shares; 2026Q1: 22,577 shares 22,577 $245K 0.03% +10,972 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT 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: 2,485 shares; 2026Q1: 2,646 shares 2,646 $244K 0.03% +161 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: 2,000 shares; 2025Q3: 1,937 shares; 2025Q4: 2,020 shares; 2026Q1: 2,222 shares 2,222 $244K 0.03% +202 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: 3,788 shares; 2025Q4: 4,086 shares; 2026Q1: 4,061 shares 4,061 $244K 0.03% -25 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL 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: 902 shares; 2025Q3: 872 shares; 2025Q4: 870 shares; 2026Q1: 865 shares 865 $243K 0.03% -5 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares; 2026Q1: 853 shares 853 $241K 0.02% +10 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: not reported; 2024Q4: 1,152 shares; 2025Q1: 1,549 shares; 2025Q2: 1,521 shares; 2025Q3: 1,324 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $240K 0.02% 0 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: 611 shares; 2024Q4: 454 shares; 2025Q1: 490 shares; 2025Q2: 553 shares; 2025Q3: 599 shares; 2025Q4: 524 shares; 2026Q1: 679 shares 679 $240K 0.02% +155 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,221 shares; 2025Q3: 10,513 shares; 2025Q4: 10,857 shares; 2026Q1: 11,032 shares 11,032 $239K 0.02% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 567 shares; 2025Q4: 573 shares; 2026Q1: 612 shares 612 $239K 0.02% +39 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,735 shares; 2026Q1: 8,862 shares 8,862 $239K 0.02% -873 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL 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: 12,712 shares; 2025Q3: not reported; 2025Q4: 11,143 shares; 2026Q1: 11,145 shares 11,145 $238K 0.02% +2 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 937 shares; 2025Q1: 915 shares; 2025Q2: 870 shares; 2025Q3: 791 shares; 2025Q4: 659 shares; 2026Q1: 663 shares 663 $238K 0.02% +4 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: 2,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 2,057 shares 2,057 $238K 0.02% +31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,444 shares 1,444 $237K 0.02% +190 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: 4,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,417 shares; 2025Q3: 4,719 shares; 2025Q4: 4,426 shares; 2026Q1: 4,383 shares 4,383 $237K 0.02% -43 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX 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: not reported; 2025Q4: 924 shares; 2026Q1: 926 shares 926 $236K 0.02% +2 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS 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: 11,474 shares; 2025Q3: 11,475 shares; 2025Q4: 11,193 shares; 2026Q1: 10,599 shares 10,599 $236K 0.02% -594 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: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,686 shares; 2026Q1: 1,993 shares 1,993 $235K 0.02% +307 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,032 shares; 2026Q1: 4,921 shares 4,921 $234K 0.02% -111 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,208 shares; 2025Q1: 7,459 shares; 2025Q2: 3,917 shares; 2025Q3: 2,967 shares; 2025Q4: 2,698 shares; 2026Q1: 2,699 shares 2,699 $234K 0.02% +1 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: 5,736 shares; 2024Q4: not reported; 2025Q1: 4,428 shares; 2025Q2: 5,988 shares; 2025Q3: 5,242 shares; 2025Q4: 3,760 shares; 2026Q1: 3,598 shares 3,598 $234K 0.02% -162 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: not reported; 2025Q1: 6,306 shares; 2025Q2: 7,441 shares; 2025Q3: 4,561 shares; 2025Q4: 3,480 shares; 2026Q1: 3,657 shares 3,657 $233K 0.02% +177 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,271 shares; 2025Q4: 10,287 shares; 2026Q1: 10,136 shares 10,136 $231K 0.02% -151 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,950 shares; 2026Q1: 8,950 shares 8,950 $230K 0.02% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,837 shares; 2026Q1: 3,019 shares 3,019 $230K 0.02% +182 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS 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: not reported; 2025Q3: 2,477 shares; 2025Q4: 2,660 shares; 2026Q1: 2,701 shares 2,701 $230K 0.02% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,145 shares; 2025Q4: 1,150 shares; 2026Q1: 1,159 shares 1,159 $229K 0.02% +9 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares; 2026Q1: 3,839 shares 3,839 $228K 0.02% -213 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: 6,672 shares; 2024Q4: not reported; 2025Q1: 7,937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,460 shares; 2026Q1: 5,425 shares 5,425 $226K 0.02% -35 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: 7,708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,185 shares; 2026Q1: 4,383 shares 4,383 $225K 0.02% +198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares 2,243 $225K 0.02% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 2 shares; 2026Q1: 1,035 shares 1,035 $224K 0.02% +1,033 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,547 shares; 2026Q1: 17,769 shares 17,769 $224K 0.02% -1,778 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,243 shares; 2024Q4: 14,323 shares; 2025Q1: 14,323 shares; 2025Q2: 21,288 shares; 2025Q3: 19,162 shares; 2025Q4: 17,523 shares; 2026Q1: 16,092 shares 16,092 $223K 0.02% -1,431 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 706 shares; 2025Q1: 748 shares; 2025Q2: 920 shares; 2025Q3: 809 shares; 2025Q4: 797 shares; 2026Q1: 763 shares 763 $223K 0.02% -34 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 4,367 shares; 2025Q4: 4,824 shares; 2026Q1: 3,633 shares 3,633 $223K 0.02% -1,191 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,128 shares; 2025Q1: 6,157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 5,924 shares 5,924 $223K 0.02% +523 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 2,273 shares; 2025Q4: 2,235 shares; 2026Q1: 2,584 shares 2,584 $222K 0.02% +349 Timeline SCHV 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: 8,025 shares; 2025Q3: not reported; 2025Q4: 4,507 shares; 2026Q1: 7,273 shares 7,273 $222K 0.02% +2,766 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $221K 0.02% new Timeline GEO GEO GROUP INC More: the full row for GEO 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: 2,342 shares; 2026Q1: 13,036 shares 13,036 $219K 0.02% +10,694 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,709 shares; 2025Q2: 3,954 shares; 2025Q3: 5,101 shares; 2025Q4: 4,499 shares; 2026Q1: 3,581 shares 3,581 $219K 0.02% -918 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS 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: 2,957 shares; 2026Q1: 11,406 shares 11,406 $219K 0.02% +8,449 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 1,318 shares 1,318 $219K 0.02% -132 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,374 shares; 2024Q4: 16,203 shares; 2025Q1: 16,886 shares; 2025Q2: 23,465 shares; 2025Q3: 17,668 shares; 2025Q4: 18,153 shares; 2026Q1: 15,210 shares 15,210 $217K 0.02% -2,943 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: not reported; 2025Q4: not reported; 2026Q1: 3,930 shares 3,930 $216K 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,348 shares; 2024Q4: 33,120 shares; 2025Q1: 33,016 shares; 2025Q2: 25,754 shares; 2025Q3: 25,318 shares; 2025Q4: 24,620 shares; 2026Q1: 24,031 shares 24,031 $216K 0.02% -589 Timeline FXI 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: 6,011 shares; 2025Q2: 6,011 shares; 2025Q3: 6,011 shares; 2025Q4: 6,011 shares; 2026Q1: 6,011 shares 6,011 $216K 0.02% 0 Timeline AZZ AZZ INC More: the full row for AZZ 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: 1,695 shares; 2026Q1: 1,722 shares 1,722 $215K 0.02% +27 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: 568 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 315 shares 315 $215K 0.02% +13 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 7,439 shares; 2025Q4: 7,596 shares; 2026Q1: 7,656 shares 7,656 $214K 0.02% +60 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,639 shares; 2024Q4: 33,520 shares; 2025Q1: 34,169 shares; 2025Q2: 32,099 shares; 2025Q3: 30,067 shares; 2025Q4: 28,756 shares; 2026Q1: 27,074 shares 27,074 $214K 0.02% -1,682 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,821 shares; 2025Q1: 10,680 shares; 2025Q2: 8,083 shares; 2025Q3: 8,003 shares; 2025Q4: 7,583 shares; 2026Q1: 6,547 shares 6,547 $213K 0.02% -1,036 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $213K 0.02% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 2,306 shares; 2025Q4: 1,813 shares; 2026Q1: 2,261 shares 2,261 $212K 0.02% +448 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: not reported; 2025Q3: not reported; 2025Q4: 8,319 shares; 2026Q1: 15,826 shares 15,826 $210K 0.02% +7,507 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,098 shares; 2025Q1: 1,111 shares; 2025Q2: 1,581 shares; 2025Q3: 1,573 shares; 2025Q4: 1,338 shares; 2026Q1: 1,337 shares 1,337 $210K 0.02% -1 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 665 shares; 2026Q1: 791 shares 791 $210K 0.02% +126 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 2,103 shares; 2025Q3: not reported; 2025Q4: 2,353 shares; 2026Q1: 2,580 shares 2,580 $210K 0.02% +227 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: not reported; 2025Q3: not reported; 2025Q4: 192 shares; 2026Q1: 191 shares 191 $209K 0.02% -1 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,278 shares; 2026Q1: 2,299 shares 2,299 $207K 0.02% +21 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,244 shares; 2025Q1: 2,319 shares; 2025Q2: 2,498 shares; 2025Q3: 2,187 shares; 2025Q4: 1,930 shares; 2026Q1: 2,247 shares 2,247 $206K 0.02% +317 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares; 2026Q1: 1,462 shares 1,462 $206K 0.02% +3 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 1,333 shares; 2026Q1: 1,352 shares 1,352 $206K 0.02% +19 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 2,722 shares; 2026Q1: 2,726 shares 2,726 $206K 0.02% +4 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 2,378 shares; 2025Q4: 2,387 shares; 2026Q1: 2,422 shares 2,422 $206K 0.02% +35 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,098 shares; 2026Q1: 8,026 shares 8,026 $205K 0.02% +928 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 759 shares; 2026Q1: 794 shares 794 $205K 0.02% +35 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares; 2026Q1: 1,613 shares 1,613 $204K 0.02% +18 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,630 shares; 2026Q1: 1,610 shares 1,610 $204K 0.02% -20 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 3,277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,521 shares; 2026Q1: 2,702 shares 2,702 $204K 0.02% +181 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 1,754 shares; 2025Q1: 1,789 shares; 2025Q2: 1,299 shares; 2025Q3: 1,345 shares; 2025Q4: 1,191 shares; 2026Q1: 600 shares 600 $203K 0.02% -591 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 3,960 shares; 2026Q1: 2,835 shares 2,835 $203K 0.02% -1,125 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: 979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 273 shares 273 $202K 0.02% -14 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,041 shares; 2025Q2: 7,398 shares; 2025Q3: 5,899 shares; 2025Q4: 5,861 shares; 2026Q1: 6,323 shares 6,323 $201K 0.02% +462 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 1,451 shares; 2025Q1: 1,504 shares; 2025Q2: 1,379 shares; 2025Q3: 1,377 shares; 2025Q4: 1,371 shares; 2026Q1: 1,387 shares 1,387 $201K 0.02% +16 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,456 shares; 2026Q1: 1,367 shares 1,367 $200K 0.02% -89 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,954 shares; 2026Q1: 2,042 shares 2,042 $198K 0.02% +88 Timeline PXF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,818 shares; 2026Q1: 2,818 shares 2,818 $197K 0.02% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,226 shares; 2025Q4: 2,133 shares; 2026Q1: 2,136 shares 2,136 $197K 0.02% +3 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: 817 shares; 2026Q1: 3,724 shares 3,724 $197K 0.02% +2,907 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE 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: 2,425 shares; 2025Q3: 2,430 shares; 2025Q4: 1,974 shares; 2026Q1: 2,478 shares 2,478 $196K 0.02% +504 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: 457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $196K 0.02% 0 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,678 shares; 2026Q1: 20,765 shares 20,765 $196K 0.02% +87 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,509 shares; 2026Q1: 21,190 shares 21,190 $195K 0.02% -3,319 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 5,324 shares; 2026Q1: 5,409 shares 5,409 $195K 0.02% +85 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,483 shares; 2026Q1: 3,413 shares 3,413 $194K 0.02% -70 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: 1,407 shares; 2026Q1: 1,378 shares 1,378 $192K 0.02% -29 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN 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: 5,622 shares; 2025Q3: 5,637 shares; 2025Q4: 5,637 shares; 2026Q1: 5,806 shares 5,806 $192K 0.02% +169 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 1,235 shares; 2025Q3: not reported; 2025Q4: 1,116 shares; 2026Q1: 1,260 shares 1,260 $192K 0.02% +144 Timeline R RYDER SYS INC More: the full row for RYDER 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: not reported; 2025Q3: not reported; 2025Q4: 942 shares; 2026Q1: 936 shares 936 $192K 0.02% -6 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 5,568 shares; 2026Q1: 4,808 shares 4,808 $192K 0.02% -760 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,246 shares; 2026Q1: 1,451 shares 1,451 $190K 0.02% +205 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 3,290 shares; 2025Q1: 3,508 shares; 2025Q2: 3,094 shares; 2025Q3: 2,947 shares; 2025Q4: 2,924 shares; 2026Q1: 2,519 shares 2,519 $190K 0.02% -405 Timeline CE CELANESE CORP DEL More: the full row for CELANESE 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: 2,977 shares; 2026Q1: 2,875 shares 2,875 $189K 0.02% -102 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares; 2026Q1: 1,030 shares 1,030 $189K 0.02% +10 Timeline