PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41,942 shares; 2025Q2: 109,491 shares; 2025Q3: 135,954 shares; 2025Q4: 141,890 shares; 2026Q1: 151,974 shares; 2026Q2: 159,100 shares 159,100 $45.5M 19.36% +7,126 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,211 shares; 2025Q1: 215,409 shares; 2025Q2: 484,954 shares; 2025Q3: 587,880 shares; 2025Q4: 611,968 shares; 2026Q1: 634,179 shares; 2026Q2: 655,254 shares 655,254 $31.3M 13.33% +21,075 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $18.7M 7.96% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,439 shares; 2025Q1: 90,677 shares; 2025Q2: 156,022 shares; 2025Q3: 168,208 shares; 2025Q4: 172,937 shares; 2026Q1: 176,510 shares; 2026Q2: 182,718 shares 182,718 $8.77M 3.73% +6,208 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 89,292 shares; 2025Q1: 136,442 shares; 2025Q2: 190,994 shares; 2025Q3: 238,168 shares; 2025Q4: 282,343 shares; 2026Q1: 297,360 shares; 2026Q2: 322,041 shares 322,041 $7.65M 3.26% +24,681 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60,260 shares; 2025Q2: 186,741 shares; 2025Q3: 228,661 shares; 2025Q4: 243,374 shares; 2026Q1: 268,472 shares; 2026Q2: 288,517 shares 288,517 $6.96M 2.96% +20,045 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,859 shares; 2025Q1: 24,017 shares; 2025Q2: 29,449 shares; 2025Q3: 29,997 shares; 2025Q4: 29,547 shares; 2026Q1: 29,324 shares; 2026Q2: 29,312 shares 29,312 $5.87M 2.49% -12 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,829 shares; 2025Q1: 22,512 shares; 2025Q2: 54,212 shares; 2025Q3: 68,224 shares; 2025Q4: 70,389 shares; 2026Q1: 82,102 shares; 2026Q2: 92,971 shares 92,971 $5.48M 2.33% +10,869 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62,193 shares; 2025Q2: 158,769 shares; 2025Q3: 189,001 shares; 2025Q4: 202,564 shares; 2026Q1: 214,064 shares; 2026Q2: 215,854 shares 215,854 $4.82M 2.05% +1,790 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,202 shares; 2025Q1: 103,958 shares; 2025Q2: 114,339 shares; 2025Q3: 94,928 shares; 2025Q4: 90,396 shares; 2026Q1: 80,466 shares; 2026Q2: 81,787 shares 81,787 $3.12M 1.33% +1,321 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,618 shares; 2025Q1: 6,502 shares; 2025Q2: 9,695 shares; 2025Q3: 9,948 shares; 2025Q4: 10,058 shares; 2026Q1: 10,258 shares; 2026Q2: 10,415 shares 10,415 $3.01M 1.28% +157 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,141 shares; 2025Q1: 5,106 shares; 2025Q2: 6,423 shares; 2025Q3: 6,900 shares; 2025Q4: 7,027 shares; 2026Q1: 6,864 shares; 2026Q2: 7,066 shares 7,066 $2.64M 1.12% +202 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,834 shares; 2025Q1: 1,708 shares; 2025Q2: 2,398 shares; 2025Q3: 2,598 shares; 2025Q4: 4,204 shares; 2026Q1: 4,230 shares; 2026Q2: 3,335 shares 3,335 $2.5M 1.06% -895 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,054 shares; 2025Q1: 3,670 shares; 2025Q2: 5,808 shares; 2025Q3: 6,094 shares; 2025Q4: 6,588 shares; 2026Q1: 6,625 shares; 2026Q2: 6,565 shares 6,565 $2.35M 1% -60 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; 2024Q3: restricted; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares; 2026Q2: 4,470 shares 4,470 $1.96M 0.83% -705 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; 2024Q3: restricted; 2024Q4: 6,273 shares; 2025Q1: 5,506 shares; 2025Q2: 5,160 shares; 2025Q3: 5,111 shares; 2025Q4: 4,830 shares; 2026Q1: 4,627 shares; 2026Q2: 3,185 shares 3,185 $1.59M 0.68% -1,442 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,449 shares; 2025Q2: 2,817 shares; 2025Q3: 2,972 shares; 2025Q4: 3,050 shares; 2026Q1: 3,675 shares; 2026Q2: 3,975 shares 3,975 $1.5M 0.64% +300 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; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 805 shares; 2025Q3: 1,237 shares; 2025Q4: 1,845 shares; 2026Q1: 1,837 shares; 2026Q2: 2,005 shares 2,005 $1.5M 0.64% +168 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; 2024Q3: restricted; 2024Q4: 10,640 shares; 2025Q1: 12,155 shares; 2025Q2: 23,181 shares; 2025Q3: 32,375 shares; 2025Q4: 55,055 shares; 2026Q1: 57,481 shares; 2026Q2: 48,425 shares 48,425 $1.34M 0.57% -9,056 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,024 shares; 2025Q1: 3,616 shares; 2025Q2: 3,600 shares; 2025Q3: 3,597 shares; 2025Q4: 3,609 shares; 2026Q1: 3,535 shares; 2026Q2: 3,541 shares 3,541 $1.32M 0.56% +6 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: 2,761 shares; 2025Q3: 2,657 shares; 2025Q4: 2,485 shares; 2026Q1: 2,524 shares; 2026Q2: 2,711 shares 2,711 $1.29M 0.55% +187 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,448 shares; 2025Q4: 16,500 shares; 2026Q1: 16,508 shares; 2026Q2: 25,391 shares 25,391 $1.16M 0.49% +8,883 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 3,890 shares; 2025Q3: 4,189 shares; 2025Q4: 4,354 shares; 2026Q1: 4,421 shares; 2026Q2: 4,706 shares 4,706 $1.14M 0.48% +285 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 8,180 shares; 2025Q3: 9,374 shares; 2025Q4: 9,738 shares; 2026Q1: 10,431 shares; 2026Q2: 11,688 shares 11,688 $1.08M 0.46% +1,257 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; 2024Q3: restricted; 2024Q4: 1,007 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 904 shares; 2025Q4: 914 shares; 2026Q1: 906 shares; 2026Q2: 907 shares 907 $1.07M 0.45% +1 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; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 554 shares; 2025Q2: 885 shares; 2025Q3: 940 shares; 2025Q4: 999 shares; 2026Q1: 1,053 shares; 2026Q2: 1,138 shares 1,138 $1.06M 0.45% +85 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 463 shares; 2025Q4: 466 shares; 2026Q1: 484 shares; 2026Q2: 528 shares 528 $1.05M 0.45% +44 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,044 shares; 2025Q3: 22,922 shares; 2025Q4: 24,318 shares; 2026Q1: 25,200 shares; 2026Q2: 27,237 shares 27,237 $1.04M 0.44% +2,037 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,137 shares; 2025Q1: 20,713 shares; 2025Q2: 29,290 shares; 2025Q3: 32,476 shares; 2025Q4: 33,113 shares; 2026Q1: 40,187 shares; 2026Q2: 42,391 shares 42,391 $981K 0.42% +2,204 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,493 shares; 2025Q2: 13,640 shares; 2025Q3: 14,612 shares; 2025Q4: 15,058 shares; 2026Q1: 14,999 shares; 2026Q2: 15,305 shares 15,305 $968K 0.41% +306 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,735 shares; 2026Q2: 12,276 shares 12,276 $955K 0.41% +541 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; 2024Q3: restricted; 2024Q4: 13,993 shares; 2025Q1: 16,562 shares; 2025Q2: 23,430 shares; 2025Q3: 25,336 shares; 2025Q4: 25,030 shares; 2026Q1: 30,452 shares; 2026Q2: 31,264 shares 31,264 $920K 0.39% +812 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 3,640 shares; 2025Q4: 3,905 shares; 2026Q1: 3,918 shares; 2026Q2: 4,040 shares 4,040 $900K 0.38% +122 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,012 shares; 2025Q3: 9,602 shares; 2025Q4: 10,058 shares; 2026Q1: 10,329 shares; 2026Q2: 10,541 shares 10,541 $878K 0.37% +212 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,447 shares; 2025Q4: 2,446 shares; 2026Q1: 2,487 shares; 2026Q2: 2,594 shares 2,594 $869K 0.37% +107 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 959 shares; 2025Q2: 1,838 shares; 2025Q3: 1,982 shares; 2025Q4: 2,111 shares; 2026Q1: 2,223 shares; 2026Q2: 2,460 shares 2,460 $832K 0.35% +237 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; 2024Q3: restricted; 2024Q4: 12,533 shares; 2025Q1: 9,749 shares; 2025Q2: 6,152 shares; 2025Q3: 3,736 shares; 2025Q4: 3,348 shares; 2026Q1: 3,083 shares; 2026Q2: 10,303 shares 10,303 $830K 0.35% +7,220 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; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: 974 shares; 2025Q2: 1,022 shares; 2025Q3: 1,061 shares; 2025Q4: 1,103 shares; 2026Q1: 1,139 shares; 2026Q2: 1,201 shares 1,201 $825K 0.35% +62 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 7,666 shares; 2025Q3: 8,507 shares; 2025Q4: 9,079 shares; 2026Q1: 9,626 shares; 2026Q2: 10,431 shares 10,431 $818K 0.35% +805 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,641 shares; 2025Q3: 6,036 shares; 2025Q4: 6,260 shares; 2026Q1: 6,702 shares; 2026Q2: 6,852 shares 6,852 $805K 0.34% +150 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 1,176 shares; 2025Q3: 1,244 shares; 2025Q4: 1,334 shares; 2026Q1: 1,406 shares; 2026Q2: 1,565 shares 1,565 $804K 0.34% +159 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; 2024Q3: restricted; 2024Q4: 24,630 shares; 2025Q1: 19,586 shares; 2025Q2: 17,946 shares; 2025Q3: 19,168 shares; 2025Q4: 21,673 shares; 2026Q1: 18,511 shares; 2026Q2: 11,134 shares 11,134 $793K 0.34% -7,377 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 452 shares; 2025Q3: 556 shares; 2025Q4: 574 shares; 2026Q1: 615 shares; 2026Q2: 660 shares 660 $792K 0.34% +45 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,943 shares; 2025Q3: 22,016 shares; 2025Q4: 23,154 shares; 2026Q1: 23,857 shares; 2026Q2: 26,178 shares 26,178 $791K 0.34% +2,321 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,259 shares; 2025Q1: 15,282 shares; 2025Q2: 15,848 shares; 2025Q3: 17,793 shares; 2025Q4: 17,130 shares; 2026Q1: 15,262 shares; 2026Q2: 15,556 shares 15,556 $776K 0.33% +294 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 2,187 shares; 2025Q3: 2,339 shares; 2025Q4: 2,413 shares; 2026Q1: 2,498 shares; 2026Q2: 2,754 shares 2,754 $775K 0.33% +256 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,744 shares; 2025Q1: 4,749 shares; 2025Q2: 5,726 shares; 2025Q3: 6,165 shares; 2025Q4: 6,311 shares; 2026Q1: 6,316 shares; 2026Q2: 6,533 shares 6,533 $766K 0.33% +217 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 2,685 shares; 2025Q3: 2,875 shares; 2025Q4: 3,032 shares; 2026Q1: 3,079 shares; 2026Q2: 3,404 shares 3,404 $751K 0.32% +325 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; 2024Q3: restricted; 2024Q4: 154,984 shares; 2025Q1: 113,801 shares; 2025Q2: 59,482 shares; 2025Q3: 28,738 shares; 2025Q4: 22,301 shares; 2026Q1: 17,067 shares; 2026Q2: 14,449 shares 14,449 $748K 0.32% -2,618 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,164 shares; 2025Q2: 2,472 shares; 2025Q3: 2,642 shares; 2025Q4: 2,701 shares; 2026Q1: 2,811 shares; 2026Q2: 2,935 shares 2,935 $712K 0.3% +124 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; 2024Q3: restricted; 2024Q4: 3,789 shares; 2025Q1: 3,800 shares; 2025Q2: 3,743 shares; 2025Q3: 3,311 shares; 2025Q4: 2,577 shares; 2026Q1: 2,505 shares; 2026Q2: 2,166 shares 2,166 $709K 0.3% -339 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,579 shares; 2025Q2: 18,510 shares; 2025Q3: 19,781 shares; 2025Q4: 19,623 shares; 2026Q1: 22,411 shares; 2026Q2: 22,772 shares 22,772 $708K 0.3% +361 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,795 shares; 2025Q1: 2,796 shares; 2025Q2: 2,813 shares; 2025Q3: 2,747 shares; 2025Q4: 2,729 shares; 2026Q1: 2,707 shares; 2026Q2: 2,692 shares 2,692 $684K 0.29% -15 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,382 shares; 2025Q3: 16,606 shares; 2025Q4: 17,182 shares; 2026Q1: 17,362 shares; 2026Q2: 18,233 shares 18,233 $677K 0.29% +871 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 2,725 shares; 2025Q4: 2,757 shares; 2026Q1: 2,926 shares; 2026Q2: 3,469 shares 3,469 $670K 0.29% +543 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 718 shares; 2025Q2: 1,210 shares; 2025Q3: 1,385 shares; 2025Q4: 1,553 shares; 2026Q1: 1,790 shares; 2026Q2: 1,980 shares 1,980 $670K 0.29% +190 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,112 shares; 2025Q2: 7,622 shares; 2025Q3: 8,423 shares; 2025Q4: 8,428 shares; 2026Q1: 8,479 shares; 2026Q2: 8,619 shares 8,619 $668K 0.28% +140 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,217 shares; 2025Q2: 17,829 shares; 2025Q3: 19,155 shares; 2025Q4: 20,179 shares; 2026Q1: 21,747 shares; 2026Q2: 24,460 shares 24,460 $663K 0.28% +2,713 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,541 shares; 2025Q2: 5,912 shares; 2025Q3: 6,074 shares; 2025Q4: 6,266 shares; 2026Q1: 6,638 shares; 2026Q2: 7,274 shares 7,274 $638K 0.27% +636 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; 2024Q3: restricted; 2024Q4: 11,222 shares; 2025Q1: 11,103 shares; 2025Q2: 10,846 shares; 2025Q3: 8,228 shares; 2025Q4: 8,011 shares; 2026Q1: 7,932 shares; 2026Q2: 7,682 shares 7,682 $635K 0.27% -250 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627 shares; 2025Q3: 2,823 shares; 2025Q4: 2,973 shares; 2026Q1: 3,264 shares; 2026Q2: 3,421 shares 3,421 $632K 0.27% +157 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; 2024Q3: restricted; 2024Q4: 5,166 shares; 2025Q1: 4,863 shares; 2025Q2: 4,918 shares; 2025Q3: 4,919 shares; 2025Q4: 4,875 shares; 2026Q1: 4,808 shares; 2026Q2: 4,860 shares 4,860 $625K 0.27% +52 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,016 shares; 2025Q1: 42,510 shares; 2025Q2: 16,721 shares; 2025Q3: 12,046 shares; 2025Q4: 8,409 shares; 2026Q1: 7,993 shares; 2026Q2: 7,993 shares 7,993 $609K 0.26% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 731 shares; 2025Q3: 750 shares; 2025Q4: 783 shares; 2026Q1: 820 shares; 2026Q2: 938 shares 938 $595K 0.25% +118 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 2,745 shares; 2025Q3: 3,016 shares; 2025Q4: 3,090 shares; 2026Q1: 3,159 shares; 2026Q2: 3,510 shares 3,510 $591K 0.25% +351 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,801 shares; 2025Q2: 19,968 shares; 2025Q3: 21,987 shares; 2025Q4: 23,043 shares; 2026Q1: 24,318 shares; 2026Q2: 24,940 shares 24,940 $589K 0.25% +622 Timeline SPDW 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; 2024Q3: restricted; 2024Q4: 125,595 shares; 2025Q1: 94,931 shares; 2025Q2: 50,500 shares; 2025Q3: 22,156 shares; 2025Q4: 17,020 shares; 2026Q1: 13,841 shares; 2026Q2: 11,647 shares 11,647 $587K 0.25% -2,194 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 2,651 shares; 2026Q1: 2,637 shares; 2026Q2: 2,756 shares 2,756 $586K 0.25% +119 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 657 shares; 2025Q3: 688 shares; 2025Q4: 708 shares; 2026Q1: 690 shares; 2026Q2: 771 shares 771 $583K 0.25% +81 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 176 shares; 2026Q2: 1,901 shares 1,901 $574K 0.24% +1,725 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; 2024Q3: restricted; 2024Q4: 4,484 shares; 2025Q1: 3,793 shares; 2025Q2: 3,735 shares; 2025Q3: 3,250 shares; 2025Q4: 3,171 shares; 2026Q1: 2,858 shares; 2026Q2: 2,340 shares 2,340 $558K 0.24% -518 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; 2024Q3: restricted; 2024Q4: 21,402 shares; 2025Q1: 18,597 shares; 2025Q2: 14,745 shares; 2025Q3: 15,431 shares; 2025Q4: 15,937 shares; 2026Q1: 13,895 shares; 2026Q2: 9,187 shares 9,187 $548K 0.23% -4,708 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,901 shares; 2025Q3: 18,000 shares; 2025Q4: 22,633 shares; 2026Q1: 30,854 shares; 2026Q2: 39,618 shares 39,618 $544K 0.23% +8,764 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,136 shares; 2025Q1: 4,041 shares; 2025Q2: 4,064 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,087 shares; 2026Q2: 4,005 shares 4,005 $542K 0.23% -82 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,779 shares; 2026Q1: 1,838 shares; 2026Q2: 2,208 shares 2,208 $528K 0.22% +370 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 634 shares; 2025Q4: 588 shares; 2026Q1: 515 shares; 2026Q2: 495 shares 495 $527K 0.22% -20 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,329 shares; 2025Q4: 12,365 shares; 2026Q1: 12,659 shares; 2026Q2: 14,438 shares 14,438 $519K 0.22% +1,779 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 1,158 shares; 2025Q4: 1,224 shares; 2026Q1: 1,282 shares; 2026Q2: 1,415 shares 1,415 $512K 0.22% +133 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,870 shares; 2026Q2: 6,619 shares 6,619 $496K 0.21% -1,251 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,862 shares; 2025Q3: 4,323 shares; 2025Q4: 4,550 shares; 2026Q1: 4,758 shares; 2026Q2: 5,302 shares 5,302 $480K 0.2% +544 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 317 shares; 2025Q4: 321 shares; 2026Q1: 331 shares; 2026Q2: 366 shares 366 $468K 0.2% +35 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,576 shares; 2025Q3: 2,867 shares; 2025Q4: 2,959 shares; 2026Q1: 3,112 shares; 2026Q2: 3,499 shares 3,499 $465K 0.2% +387 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,119 shares; 2025Q4: 1,185 shares; 2026Q1: 1,233 shares; 2026Q2: 1,441 shares 1,441 $454K 0.19% +208 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,211 shares; 2025Q3: 4,706 shares; 2025Q4: 4,878 shares; 2026Q1: 5,234 shares; 2026Q2: 5,788 shares 5,788 $453K 0.19% +554 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares; 2026Q1: 3,413 shares; 2026Q2: 3,990 shares 3,990 $449K 0.19% +577 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,983 shares; 2025Q2: 8,403 shares; 2025Q3: 9,523 shares; 2025Q4: 10,328 shares; 2026Q1: 11,876 shares; 2026Q2: 14,168 shares 14,168 $449K 0.19% +2,292 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,302 shares; 2026Q1: 6,211 shares; 2026Q2: 5,866 shares 5,866 $446K 0.19% -345 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; 2024Q3: restricted; 2024Q4: 2,093 shares; 2025Q1: 1,774 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,318 shares 2,318 $442K 0.19% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares 1,696 $442K 0.19% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,363 shares; 2025Q1: 894 shares; 2025Q2: 1,057 shares; 2025Q3: 1,067 shares; 2025Q4: 1,056 shares; 2026Q1: 1,047 shares; 2026Q2: 1,046 shares 1,046 $440K 0.19% -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; 2024Q3: restricted; 2024Q4: 26,502 shares; 2025Q1: 22,269 shares; 2025Q2: 15,518 shares; 2025Q3: 10,544 shares; 2025Q4: 7,754 shares; 2026Q1: 4,616 shares; 2026Q2: 4,410 shares 4,410 $425K 0.18% -206 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,956 shares; 2025Q3: 9,827 shares; 2025Q4: 9,838 shares; 2026Q1: 12,337 shares; 2026Q2: 12,535 shares 12,535 $424K 0.18% +198 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,527 shares; 2025Q4: 2,480 shares; 2026Q1: 2,548 shares; 2026Q2: 2,810 shares 2,810 $412K 0.18% +262 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,932 shares; 2025Q1: 17,955 shares; 2025Q2: 17,339 shares; 2025Q3: 17,539 shares; 2025Q4: 17,907 shares; 2026Q1: 19,134 shares; 2026Q2: 18,015 shares 18,015 $409K 0.17% -1,119 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 7,089 shares; 2025Q4: 7,100 shares; 2026Q1: 7,975 shares; 2026Q2: 7,709 shares 7,709 $407K 0.17% -266 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; 2024Q3: restricted; 2024Q4: 56,718 shares; 2025Q1: 48,594 shares; 2025Q2: 26,998 shares; 2025Q3: 19,139 shares; 2025Q4: 17,759 shares; 2026Q1: 17,391 shares; 2026Q2: 15,917 shares 15,917 $406K 0.17% -1,474 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,184 shares; 2025Q1: 8,239 shares; 2025Q2: 5,398 shares; 2025Q3: 5,140 shares; 2025Q4: 5,140 shares; 2026Q1: 5,140 shares; 2026Q2: 4,171 shares 4,171 $403K 0.17% -969 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,700 shares; 2025Q1: not reported; 2025Q2: 6,700 shares; 2025Q3: 9,592 shares; 2025Q4: 9,592 shares; 2026Q1: 9,592 shares; 2026Q2: 10,389 shares 10,389 $399K 0.17% +797 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; 2024Q3: restricted; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 2,578 shares; 2025Q3: 2,516 shares; 2025Q4: 2,480 shares; 2026Q1: 2,484 shares; 2026Q2: 2,480 shares 2,480 $396K 0.17% -4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,694 shares; 2026Q1: 10,102 shares; 2026Q2: 10,358 shares 10,358 $394K 0.17% +256 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; 2024Q3: restricted; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,054 shares; 2025Q4: 1,884 shares; 2026Q1: 1,856 shares; 2026Q2: 1,054 shares 1,054 $390K 0.17% -802 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,758 shares; 2025Q4: 4,308 shares; 2026Q1: 5,719 shares; 2026Q2: 7,197 shares 7,197 $380K 0.16% +1,478 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,297 shares; 2025Q4: 1,404 shares; 2026Q1: 1,601 shares; 2026Q2: 1,818 shares 1,818 $373K 0.16% +217 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,094 shares; 2026Q1: 8,094 shares; 2026Q2: 7,936 shares 7,936 $367K 0.16% -158 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,730 shares; 2026Q1: 9,500 shares; 2026Q2: 9,134 shares 9,134 $367K 0.16% -366 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; 2024Q3: restricted; 2024Q4: 43,945 shares; 2025Q1: 32,748 shares; 2025Q2: 17,576 shares; 2025Q3: 7,580 shares; 2025Q4: 6,077 shares; 2026Q1: 4,753 shares; 2026Q2: 4,145 shares 4,145 $364K 0.15% -608 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $346K 0.15% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 883 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 870 shares 870 $346K 0.15% +14 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,685 shares; 2025Q2: 11,359 shares; 2025Q3: 6,527 shares; 2025Q4: 6,384 shares; 2026Q1: 6,654 shares; 2026Q2: 7,536 shares 7,536 $345K 0.15% +882 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 3,377 shares; 2025Q4: 3,576 shares; 2026Q1: 3,859 shares; 2026Q2: 5,167 shares 5,167 $343K 0.15% +1,308 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,319 shares 1,319 $338K 0.14% new Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,102 shares; 2025Q4: 7,896 shares; 2026Q1: 8,188 shares; 2026Q2: 8,180 shares 8,180 $336K 0.14% -8 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,402 shares 4,402 $335K 0.14% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,849 shares; 2025Q1: 2,694 shares; 2025Q2: 1,759 shares; 2025Q3: 1,683 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,107 shares 1,107 $333K 0.14% -476 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,176 shares; 2025Q3: 10,002 shares; 2025Q4: 10,002 shares; 2026Q1: 9,586 shares; 2026Q2: 7,990 shares 7,990 $331K 0.14% -1,596 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,001 shares; 2025Q3: 11,049 shares; 2025Q4: 11,854 shares; 2026Q1: 13,075 shares; 2026Q2: 15,485 shares 15,485 $328K 0.14% +2,410 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; 2024Q3: restricted; 2024Q4: 59,829 shares; 2025Q1: 45,296 shares; 2025Q2: 24,601 shares; 2025Q3: 11,125 shares; 2025Q4: 7,707 shares; 2026Q1: 6,072 shares; 2026Q2: 5,688 shares 5,688 $328K 0.14% -384 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; 2024Q3: restricted; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares 1,193 $324K 0.14% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,179 shares; 2025Q1: 5,769 shares; 2025Q2: 3,115 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares; 2026Q2: 2,915 shares 2,915 $322K 0.14% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,823 shares; 2025Q2: 3,958 shares; 2025Q3: 4,338 shares; 2025Q4: 4,773 shares; 2026Q1: 5,725 shares; 2026Q2: 6,555 shares 6,555 $322K 0.14% +830 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 802 shares; 2025Q2: 1,532 shares; 2025Q3: 1,701 shares; 2025Q4: 1,761 shares; 2026Q1: 2,069 shares; 2026Q2: 2,519 shares 2,519 $313K 0.13% +450 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 871 shares 871 $313K 0.13% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 1,823 shares 1,823 $308K 0.13% -842 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 595 shares 595 $307K 0.13% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,886 shares; 2026Q1: 8,832 shares; 2026Q2: 8,294 shares 8,294 $302K 0.13% -538 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $297K 0.13% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,448 shares; 2025Q4: 3,763 shares; 2026Q1: not reported; 2026Q2: 4,478 shares 4,478 $290K 0.12% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,853 shares; 2025Q4: 2,043 shares; 2026Q1: 2,527 shares; 2026Q2: 4,027 shares 4,027 $289K 0.12% +1,500 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; 2024Q3: restricted; 2024Q4: 6,409 shares; 2025Q1: 6,293 shares; 2025Q2: 6,290 shares; 2025Q3: 6,037 shares; 2025Q4: 5,439 shares; 2026Q1: 5,317 shares; 2026Q2: 4,987 shares 4,987 $284K 0.12% -330 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,504 shares 5,504 $280K 0.12% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares; 2026Q2: 1,164 shares 1,164 $277K 0.12% +79 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,100 shares; 2025Q1: 12,095 shares; 2025Q2: 7,049 shares; 2025Q3: 3,087 shares; 2025Q4: 2,320 shares; 2026Q1: 1,421 shares; 2026Q2: 1,360 shares 1,360 $276K 0.12% -61 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,426 shares 2,426 $275K 0.12% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares; 2026Q2: 2,327 shares 2,327 $275K 0.12% +432 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,111 shares 3,111 $271K 0.12% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,624 shares; 2026Q2: 1,855 shares 1,855 $270K 0.12% +231 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,349 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,649 shares 1,649 $269K 0.11% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,254 shares; 2025Q3: 6,272 shares; 2025Q4: 6,332 shares; 2026Q1: 6,388 shares; 2026Q2: 6,442 shares 6,442 $268K 0.11% +54 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares 467 $268K 0.11% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $262K 0.11% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares; 2026Q2: 1,140 shares 1,140 $262K 0.11% +28 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,085 shares; 2025Q4: 12,878 shares; 2026Q1: 14,729 shares; 2026Q2: 17,720 shares 17,720 $259K 0.11% +2,991 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,315 shares; 2025Q1: 6,571 shares; 2025Q2: 4,280 shares; 2025Q3: 3,976 shares; 2025Q4: 4,962 shares; 2026Q1: 4,911 shares; 2026Q2: 3,108 shares 3,108 $257K 0.11% -1,803 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,149 shares 1,149 $257K 0.11% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 5,297 shares; 2026Q1: 4,827 shares; 2026Q2: 3,846 shares 3,846 $255K 0.11% -981 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares; 2026Q2: 3,335 shares 3,335 $255K 0.11% -275 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,563 shares 2,563 $254K 0.11% new Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121,174 shares 121,174 $254K 0.11% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,260 shares; 2025Q1: 12,090 shares; 2025Q2: 13,065 shares; 2025Q3: 10,621 shares; 2025Q4: 7,886 shares; 2026Q1: 8,109 shares; 2026Q2: 7,583 shares 7,583 $249K 0.11% -526 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 747 shares 747 $249K 0.11% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares; 2026Q2: 1,916 shares 1,916 $249K 0.11% -239 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,401 shares; 2025Q4: 6,361 shares; 2026Q1: 7,386 shares; 2026Q2: 8,607 shares 8,607 $248K 0.11% +1,221 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $246K 0.1% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,100 shares; 2025Q1: 87,135 shares; 2025Q2: 59,300 shares; 2025Q3: 24,247 shares; 2025Q4: 17,608 shares; 2026Q1: 4,489 shares; 2026Q2: 4,489 shares 4,489 $246K 0.1% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,922 shares; 2026Q1: 2,598 shares; 2026Q2: 2,586 shares 2,586 $245K 0.1% -12 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,604 shares 3,604 $245K 0.1% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares; 2026Q2: 2,069 shares 2,069 $243K 0.1% -22 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; 2024Q3: restricted; 2024Q4: 2,195 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $236K 0.1% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,804 shares; 2026Q2: 1,956 shares 1,956 $235K 0.1% +152 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,896 shares; 2025Q4: 2,009 shares; 2026Q1: not reported; 2026Q2: 3,052 shares 3,052 $234K 0.1% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,827 shares; 2025Q4: 6,458 shares; 2026Q1: 5,869 shares; 2026Q2: 4,989 shares 4,989 $232K 0.1% -880 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,436 shares 3,436 $231K 0.1% new Timeline RSPT 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; 2024Q3: restricted; 2024Q4: 75,062 shares; 2025Q1: 52,171 shares; 2025Q2: 15,485 shares; 2025Q3: 9,143 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,575 shares 3,575 $231K 0.1% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares; 2026Q2: 8,410 shares 8,410 $231K 0.1% +6,517 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,593 shares; 2025Q2: 18,823 shares; 2025Q3: 24,672 shares; 2025Q4: 31,201 shares; 2026Q1: 38,140 shares; 2026Q2: 46,141 shares 46,141 $230K 0.1% +8,001 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,461 shares; 2026Q1: 3,731 shares; 2026Q2: 3,648 shares 3,648 $229K 0.1% -83 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $227K 0.1% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,998 shares; 2026Q2: 5,084 shares 5,084 $224K 0.1% +86 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,934 shares; 2026Q1: 2,477 shares; 2026Q2: 2,483 shares 2,483 $221K 0.09% +6 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,310 shares 9,310 $220K 0.09% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 52 shares; 2025Q4: 50 shares; 2026Q1: 1,275 shares; 2026Q2: 1,228 shares 1,228 $219K 0.09% -47 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722 $219K 0.09% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,272 shares 1,272 $216K 0.09% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,283 shares; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 4,233 shares; 2025Q4: 5,211 shares; 2026Q1: 4,204 shares; 2026Q2: 4,178 shares 4,178 $216K 0.09% -26 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares; 2026Q2: 1,231 shares 1,231 $212K 0.09% +57 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,837 shares 1,837 $211K 0.09% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,582 shares; 2026Q1: 5,725 shares; 2026Q2: 4,501 shares 4,501 $211K 0.09% -1,224 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares; 2026Q2: 2,299 shares 2,299 $209K 0.09% +286 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,326 shares; 2025Q4: 1,206 shares; 2026Q1: 1,455 shares; 2026Q2: 1,753 shares 1,753 $205K 0.09% +298 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,292 shares 1,292 $204K 0.09% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385 shares 385 $203K 0.09% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares; 2026Q1: 347 shares; 2026Q2: 264 shares 264 $200K 0.09% -83 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,932 shares; 2026Q2: 13,932 shares 13,932 $162K 0.07% 0 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,753 shares; 2025Q1: 18,753 shares; 2025Q2: 18,753 shares; 2025Q3: 18,753 shares; 2025Q4: 17,253 shares; 2026Q1: 17,253 shares; 2026Q2: 17,253 shares 17,253 $159K 0.07% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,497 shares 13,497 $89.1K 0.04% new Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,943 shares; 2025Q3: 15,811 shares; 2025Q4: 16,380 shares; 2026Q1: 15,216 shares; 2026Q2: 16,335 shares 16,335 $82.2K 0.03% +1,119 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,494 shares; 2025Q3: 13,965 shares; 2025Q4: 15,443 shares; 2026Q1: 16,766 shares; 2026Q2: 18,192 shares 18,192 $81.9K 0.03% +1,426 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,890 shares; 2025Q3: 15,897 shares; 2025Q4: 17,944 shares; 2026Q1: 16,410 shares; 2026Q2: 17,793 shares 17,793 $71.9K 0.03% +1,383 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,642 shares; 2026Q2: 11,798 shares 11,798 $69.4K 0.03% +1,156 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,732 shares 11,732 $67.8K 0.03% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,778 shares; 2025Q3: 15,271 shares; 2025Q4: 17,293 shares; 2026Q1: 18,559 shares; 2026Q2: 19,103 shares 19,103 $66.3K 0.03% +544 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,706 shares; 2025Q3: 13,002 shares; 2025Q4: 10,637 shares; 2026Q1: 14,812 shares; 2026Q2: 16,337 shares 16,337 $63.6K 0.03% +1,525 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 14,056 shares; 2025Q4: 13,993 shares; 2026Q1: 15,552 shares; 2026Q2: 12,570 shares 12,570 $63.1K 0.03% -2,982 Timeline SID COMPANHIA SIDERURGICA NACION More: the full row for COMPANHIA SIDERURGICA NACION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,307 shares; 2025Q2: 20,387 shares; 2025Q3: 33,423 shares; 2025Q4: 36,975 shares; 2026Q1: 38,279 shares; 2026Q2: 55,929 shares 55,929 $51.2K 0.02% +17,650 Timeline