BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,771 shares; 2024Q4: 66,862 shares; 2025Q1: 64,373 shares; 2025Q2: 336,201 shares; 2025Q3: 292,843 shares; 2025Q4: 357,698 shares; 2026Q1: 537,421 shares 537,421 $49.2M 6.69% +179,723 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: 66,028 shares; 2024Q4: 73,436 shares; 2025Q1: 83,661 shares; 2025Q2: 84,575 shares; 2025Q3: 121,228 shares; 2025Q4: 128,380 shares; 2026Q1: 130,528 shares 130,528 $22.8M 3.09% +2,148 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: 122,873 shares; 2024Q4: 178,286 shares; 2025Q1: 190,185 shares; 2025Q2: 201,456 shares; 2025Q3: 191,257 shares; 2025Q4: 208,802 shares; 2026Q1: 229,898 shares 229,898 $22.5M 3.06% +21,096 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; 2024Q2: restricted; 2024Q3: 240,874 shares; 2024Q4: 266,832 shares; 2025Q1: 284,960 shares; 2025Q2: 297,392 shares; 2025Q3: 330,631 shares; 2025Q4: 371,006 shares; 2026Q1: 398,503 shares 398,503 $18.2M 2.47% +27,497 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: 42,362 shares; 2024Q4: 43,731 shares; 2025Q1: 44,787 shares; 2025Q2: 45,663 shares; 2025Q3: 46,258 shares; 2025Q4: 46,450 shares; 2026Q1: 42,224 shares 42,224 $15.6M 2.12% -4,226 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: 171,712 shares; 2024Q4: 152,210 shares; 2025Q1: 163,019 shares; 2025Q2: 173,022 shares; 2025Q3: 202,262 shares; 2025Q4: 221,921 shares; 2026Q1: 242,776 shares 242,776 $13.7M 1.86% +20,855 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: 62,520 shares; 2024Q4: 64,320 shares; 2025Q1: 52,604 shares; 2025Q2: 34,095 shares; 2025Q3: 37,614 shares; 2025Q4: 43,107 shares; 2026Q1: 53,446 shares 53,446 $13.6M 1.84% +10,339 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: 37,343 shares; 2024Q4: 39,540 shares; 2025Q1: 39,830 shares; 2025Q2: 42,532 shares; 2025Q3: 44,261 shares; 2025Q4: 46,569 shares; 2026Q1: 46,581 shares 46,581 $13.4M 1.82% +12 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: 120,504 shares; 2024Q4: 97,160 shares; 2025Q1: 98,112 shares; 2025Q2: 86,134 shares; 2025Q3: 77,519 shares; 2025Q4: 77,235 shares; 2026Q1: 60,899 shares 60,899 $12.7M 1.72% -16,336 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: 13,800 shares; 2024Q4: 15,212 shares; 2025Q1: 15,626 shares; 2025Q2: 17,227 shares; 2025Q3: 18,770 shares; 2025Q4: 22,888 shares; 2026Q1: 25,097 shares 25,097 $9.33M 1.27% +2,209 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: 51,700 shares; 2024Q4: 50,125 shares; 2025Q1: 39,913 shares; 2025Q2: 39,977 shares; 2025Q3: 32,772 shares; 2025Q4: 32,991 shares; 2026Q1: 29,764 shares 29,764 $8.56M 1.16% -3,227 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: 35,869 shares; 2024Q4: 35,327 shares; 2025Q1: 35,481 shares; 2025Q2: 34,239 shares; 2025Q3: 31,181 shares; 2025Q4: 30,343 shares; 2026Q1: 27,063 shares 27,063 $8.18M 1.11% -3,280 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: 5,916 shares; 2024Q4: 7,715 shares; 2025Q1: 8,902 shares; 2025Q2: 9,963 shares; 2025Q3: 11,487 shares; 2025Q4: 11,745 shares; 2026Q1: 14,182 shares 14,182 $8.11M 1.1% +2,437 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,585 shares; 2024Q4: 78,258 shares; 2025Q1: 79,804 shares; 2025Q2: 91,666 shares; 2025Q3: 140,508 shares; 2025Q4: 164,818 shares; 2026Q1: 188,933 shares 188,933 $7.99M 1.09% +24,115 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: 62,401 shares; 2024Q4: 89,992 shares; 2025Q1: 97,072 shares; 2025Q2: 106,419 shares; 2025Q3: 124,723 shares; 2025Q4: 137,980 shares; 2026Q1: 150,338 shares 150,338 $7.26M 0.99% +12,358 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: 99,447 shares; 2024Q4: 101,122 shares; 2025Q1: 126,356 shares; 2025Q2: 210,942 shares; 2025Q3: 218,943 shares; 2025Q4: 269,582 shares; 2026Q1: 153,617 shares 153,617 $7.21M 0.98% -115,965 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: 13,429 shares; 2024Q4: 14,988 shares; 2025Q1: 29,501 shares; 2025Q2: 29,717 shares; 2025Q3: 33,022 shares; 2025Q4: 33,948 shares; 2026Q1: 27,722 shares 27,722 $6.78M 0.92% -6,226 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: 10,652 shares; 2024Q4: 10,554 shares; 2025Q1: 7,781 shares; 2025Q2: 7,805 shares; 2025Q3: 7,185 shares; 2025Q4: 65,243 shares; 2026Q1: 69,871 shares 69,871 $6.72M 0.91% +4,628 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: 2,284 shares; 2024Q4: 3,256 shares; 2025Q1: 5,292 shares; 2025Q2: 5,919 shares; 2025Q3: 24,258 shares; 2025Q4: 23,974 shares; 2026Q1: 21,703 shares 21,703 $6.72M 0.91% -2,271 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: 78,435 shares; 2024Q4: 77,723 shares; 2025Q1: 121,533 shares; 2025Q2: 119,779 shares; 2025Q3: 126,442 shares; 2025Q4: 128,856 shares; 2026Q1: 131,398 shares 131,398 $6.6M 0.9% +2,542 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,804 shares 29,804 $6.47M 0.88% new Timeline SPMB 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: 197,447 shares; 2024Q4: 210,000 shares; 2025Q1: 218,945 shares; 2025Q2: 236,738 shares; 2025Q3: 240,569 shares; 2025Q4: 257,574 shares; 2026Q1: 267,523 shares 267,523 $5.99M 0.81% +9,949 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: 4,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,433 shares; 2025Q4: 3,822 shares; 2026Q1: 84,650 shares 84,650 $5.9M 0.8% +80,828 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: 52,305 shares; 2024Q4: 61,938 shares; 2025Q1: 68,276 shares; 2025Q2: 64,444 shares; 2025Q3: 56,655 shares; 2025Q4: 53,706 shares; 2026Q1: 39,247 shares 39,247 $5.77M 0.78% -14,459 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: 3,158 shares; 2024Q4: 6,860 shares; 2025Q1: 9,398 shares; 2025Q2: 9,045 shares; 2025Q3: 8,680 shares; 2025Q4: 8,214 shares; 2026Q1: 6,229 shares 6,229 $5.73M 0.78% -1,985 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,953 shares 58,953 $5.34M 0.72% new 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: 15,642 shares; 2024Q4: 16,932 shares; 2025Q1: 16,667 shares; 2025Q2: 17,141 shares; 2025Q3: 16,898 shares; 2025Q4: 17,658 shares; 2026Q1: 17,885 shares 17,885 $5.26M 0.71% +227 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: 18,042 shares; 2024Q4: 19,254 shares; 2025Q1: 22,692 shares; 2025Q2: 22,854 shares; 2025Q3: 25,729 shares; 2025Q4: 26,520 shares; 2026Q1: 24,944 shares 24,944 $5.16M 0.7% -1,576 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,927 shares; 2024Q4: 36,531 shares; 2025Q1: 39,684 shares; 2025Q2: 41,039 shares; 2025Q3: 43,676 shares; 2025Q4: 50,754 shares; 2026Q1: 53,973 shares 53,973 $5.15M 0.7% +3,219 Timeline SPTL 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: 133,677 shares; 2024Q4: 100,924 shares; 2025Q1: 104,918 shares; 2025Q2: 107,922 shares; 2025Q3: 161,292 shares; 2025Q4: 174,575 shares; 2026Q1: 184,773 shares 184,773 $4.86M 0.66% +10,198 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: 14,139 shares; 2024Q4: 16,136 shares; 2025Q1: 17,980 shares; 2025Q2: 17,734 shares; 2025Q3: 19,361 shares; 2025Q4: 22,342 shares; 2026Q1: 24,393 shares 24,393 $4.86M 0.66% +2,051 Timeline GOVT 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: 240,417 shares; 2024Q4: 263,034 shares; 2025Q1: 278,437 shares; 2025Q2: 282,279 shares; 2025Q3: 198,020 shares; 2025Q4: 209,146 shares; 2026Q1: 210,751 shares 210,751 $4.83M 0.66% +1,605 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: 34,770 shares; 2024Q4: 36,881 shares; 2025Q1: 36,559 shares; 2025Q2: 34,431 shares; 2025Q3: 26,704 shares; 2025Q4: 26,924 shares; 2026Q1: 28,303 shares 28,303 $4.68M 0.64% +1,379 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: 50,224 shares; 2024Q4: 57,900 shares; 2025Q1: 55,589 shares; 2025Q2: 56,557 shares; 2025Q3: 48,706 shares; 2025Q4: 52,026 shares; 2026Q1: 54,237 shares 54,237 $4.49M 0.61% +2,211 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: 39,871 shares; 2024Q4: 39,928 shares; 2025Q1: 30,586 shares; 2025Q2: 25,783 shares; 2025Q3: 24,350 shares; 2025Q4: 24,463 shares; 2026Q1: 23,054 shares 23,054 $4.45M 0.6% -1,409 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: 89,637 shares; 2024Q4: 76,546 shares; 2025Q1: 67,818 shares; 2025Q2: 63,561 shares; 2025Q3: 61,746 shares; 2025Q4: 63,729 shares; 2026Q1: 57,105 shares 57,105 $4.43M 0.6% -6,624 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: 7,634 shares; 2024Q4: 8,489 shares; 2025Q1: 9,106 shares; 2025Q2: 9,000 shares; 2025Q3: 9,152 shares; 2025Q4: 9,476 shares; 2026Q1: 9,188 shares 9,188 $4.4M 0.6% -288 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: 9,481 shares; 2024Q4: 10,565 shares; 2025Q1: 11,414 shares; 2025Q2: 11,984 shares; 2025Q3: 25,707 shares; 2025Q4: 27,055 shares; 2026Q1: 28,294 shares 28,294 $4.39M 0.6% +1,239 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: 77,342 shares; 2024Q4: 73,008 shares; 2025Q1: 70,846 shares; 2025Q2: 69,207 shares; 2025Q3: 57,768 shares; 2025Q4: 46,224 shares; 2026Q1: 36,749 shares 36,749 $4.36M 0.59% -9,475 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: 14,506 shares; 2024Q4: 14,262 shares; 2025Q1: 13,942 shares; 2025Q2: 13,919 shares; 2025Q3: 13,112 shares; 2025Q4: 11,609 shares; 2026Q1: 8,690 shares 8,690 $4.34M 0.59% -2,919 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: 7,401 shares; 2024Q4: 8,490 shares; 2025Q1: 9,110 shares; 2025Q2: 5,627 shares; 2025Q3: 5,847 shares; 2025Q4: 6,874 shares; 2026Q1: 6,346 shares 6,346 $4.15M 0.56% -528 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: 57,054 shares; 2024Q4: 56,588 shares; 2025Q1: 51,190 shares; 2025Q2: 52,935 shares; 2025Q3: 55,098 shares; 2025Q4: 54,050 shares; 2026Q1: 48,614 shares 48,614 $3.87M 0.53% -5,436 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 15,146 shares; 2025Q1: 18,119 shares; 2025Q2: 18,006 shares; 2025Q3: 18,052 shares; 2025Q4: 17,782 shares; 2026Q1: 17,522 shares 17,522 $3.81M 0.52% -260 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: 27,680 shares; 2024Q4: 27,230 shares; 2025Q1: 35,360 shares; 2025Q2: 36,157 shares; 2025Q3: 37,767 shares; 2025Q4: 38,782 shares; 2026Q1: 40,362 shares 40,362 $3.75M 0.51% +1,580 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,260 shares; 2025Q1: 2,937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,655 shares 11,655 $3.52M 0.48% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,524 shares; 2024Q4: 19,703 shares; 2025Q1: 32,898 shares; 2025Q2: 34,138 shares; 2025Q3: 30,804 shares; 2025Q4: 27,053 shares; 2026Q1: 57,303 shares 57,303 $3.3M 0.45% +30,250 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: 31,526 shares; 2024Q4: 32,628 shares; 2025Q1: 34,186 shares; 2025Q2: 33,226 shares; 2025Q3: 30,375 shares; 2025Q4: 32,243 shares; 2026Q1: 33,653 shares 33,653 $3.24M 0.44% +1,410 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: 14,035 shares; 2024Q4: 15,024 shares; 2025Q1: 36,221 shares; 2025Q2: 50,830 shares; 2025Q3: 48,826 shares; 2025Q4: 43,763 shares; 2026Q1: 36,061 shares 36,061 $3.23M 0.44% -7,702 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: 4,201 shares; 2024Q4: 4,626 shares; 2025Q1: 5,274 shares; 2025Q2: 5,574 shares; 2025Q3: 6,542 shares; 2025Q4: 12,397 shares; 2026Q1: 17,299 shares 17,299 $3.23M 0.44% +4,902 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: 12,861 shares; 2024Q4: 20,589 shares; 2025Q1: 21,496 shares; 2025Q2: 20,449 shares; 2025Q3: 22,626 shares; 2025Q4: 20,595 shares; 2026Q1: 18,604 shares 18,604 $3.16M 0.43% -1,991 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,211 shares; 2024Q4: 40,442 shares; 2025Q1: 42,433 shares; 2025Q2: 44,715 shares; 2025Q3: 42,005 shares; 2025Q4: 52,138 shares; 2026Q1: 51,455 shares 51,455 $3.16M 0.43% -683 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: 58,705 shares; 2024Q4: 57,758 shares; 2025Q1: 41,098 shares; 2025Q2: 38,699 shares; 2025Q3: 39,022 shares; 2025Q4: 37,938 shares; 2026Q1: 36,262 shares 36,262 $3.14M 0.43% -1,676 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: 5,824 shares; 2024Q4: 6,830 shares; 2025Q1: 8,688 shares; 2025Q2: 10,708 shares; 2025Q3: 10,924 shares; 2025Q4: 9,171 shares; 2026Q1: 9,181 shares 9,181 $3.14M 0.43% +10 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,411 shares; 2024Q4: 30,643 shares; 2025Q1: 32,753 shares; 2025Q2: not reported; 2025Q3: 54,952 shares; 2025Q4: 129,864 shares; 2026Q1: 96,473 shares 96,473 $2.99M 0.41% -33,391 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,053 shares; 2024Q4: 48,496 shares; 2025Q1: 51,940 shares; 2025Q2: 73,470 shares; 2025Q3: 97,867 shares; 2025Q4: 46,484 shares; 2026Q1: 31,591 shares 31,591 $2.93M 0.4% -14,893 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: 1,340 shares; 2024Q4: 2,322 shares; 2025Q1: 2,105 shares; 2025Q2: 2,065 shares; 2025Q3: 2,006 shares; 2025Q4: 2,365 shares; 2026Q1: 2,140 shares 2,140 $2.83M 0.38% -225 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: 45,833 shares; 2024Q4: 48,399 shares; 2025Q1: 50,295 shares; 2025Q2: 56,736 shares; 2025Q3: 58,211 shares; 2025Q4: 55,546 shares; 2026Q1: 57,458 shares 57,458 $2.8M 0.38% +1,912 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: 9,334 shares; 2024Q4: 7,212 shares; 2025Q1: 4,498 shares; 2025Q2: 4,957 shares; 2025Q3: 4,509 shares; 2025Q4: 23,721 shares; 2026Q1: 26,589 shares 26,589 $2.78M 0.38% +2,868 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: 1,384 shares; 2024Q4: 1,492 shares; 2025Q1: 1,727 shares; 2025Q2: 2,196 shares; 2025Q3: 2,106 shares; 2025Q4: 2,078 shares; 2026Q1: 2,769 shares 2,769 $2.76M 0.37% +691 Timeline SLYG 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: 58,589 shares; 2024Q4: 49,092 shares; 2025Q1: 52,596 shares; 2025Q2: 55,728 shares; 2025Q3: 24,875 shares; 2025Q4: 27,832 shares; 2026Q1: 28,451 shares 28,451 $2.75M 0.37% +619 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: 59,015 shares; 2024Q4: 53,685 shares; 2025Q1: 44,552 shares; 2025Q2: 41,738 shares; 2025Q3: 49,415 shares; 2025Q4: 46,237 shares; 2026Q1: 74,273 shares 74,273 $2.73M 0.37% +28,036 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: 7,157 shares; 2024Q4: 7,301 shares; 2025Q1: 7,406 shares; 2025Q2: 7,756 shares; 2025Q3: 8,523 shares; 2025Q4: 7,385 shares; 2026Q1: 8,271 shares 8,271 $2.72M 0.37% +886 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 16,221 shares; 2025Q1: 16,063 shares; 2025Q2: 14,457 shares; 2025Q3: 14,727 shares; 2025Q4: 16,027 shares; 2026Q1: 13,387 shares 13,387 $2.72M 0.37% -2,640 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: 102,944 shares; 2024Q4: 102,390 shares; 2025Q1: 72,907 shares; 2025Q2: 75,495 shares; 2025Q3: 75,854 shares; 2025Q4: 70,112 shares; 2026Q1: 90,651 shares 90,651 $2.63M 0.36% +20,539 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: 3,811 shares; 2024Q4: 4,554 shares; 2025Q1: 4,239 shares; 2025Q2: 4,576 shares; 2025Q3: 3,835 shares; 2025Q4: 3,880 shares; 2026Q1: 3,699 shares 3,699 $2.62M 0.36% -181 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,264 shares; 2024Q4: 32,696 shares; 2025Q1: 30,963 shares; 2025Q2: 29,396 shares; 2025Q3: 41,907 shares; 2025Q4: 57,679 shares; 2026Q1: 84,856 shares 84,856 $2.61M 0.35% +27,177 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,748 shares; 2024Q4: 52,365 shares; 2025Q1: 53,699 shares; 2025Q2: 54,046 shares; 2025Q3: 55,138 shares; 2025Q4: 50,724 shares; 2026Q1: 51,566 shares 51,566 $2.6M 0.35% +842 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 3,878 shares; 2025Q1: 4,274 shares; 2025Q2: 4,490 shares; 2025Q3: 5,098 shares; 2025Q4: 6,362 shares; 2026Q1: 8,665 shares 8,665 $2.56M 0.35% +2,303 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,266 shares; 2024Q4: 26,879 shares; 2025Q1: 30,835 shares; 2025Q2: 29,937 shares; 2025Q3: 31,052 shares; 2025Q4: 31,975 shares; 2026Q1: 34,569 shares 34,569 $2.48M 0.34% +2,594 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,051 shares; 2025Q1: 2,411 shares; 2025Q2: 2,010 shares; 2025Q3: 24,297 shares; 2025Q4: 13,246 shares; 2026Q1: 17,462 shares 17,462 $2.42M 0.33% +4,216 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: 16,409 shares; 2024Q4: 20,183 shares; 2025Q1: 20,353 shares; 2025Q2: 21,292 shares; 2025Q3: 24,471 shares; 2025Q4: 24,019 shares; 2026Q1: 19,981 shares 19,981 $2.4M 0.33% -4,038 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: 56,378 shares; 2024Q4: 53,172 shares; 2025Q1: 67,833 shares; 2025Q2: 68,758 shares; 2025Q3: 79,076 shares; 2025Q4: 75,672 shares; 2026Q1: 85,515 shares 85,515 $2.4M 0.33% +9,843 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: 42,387 shares; 2026Q1: 41,737 shares 41,737 $2.38M 0.32% -650 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: 8,699 shares; 2024Q4: 12,514 shares; 2025Q1: 13,875 shares; 2025Q2: 16,499 shares; 2025Q3: 17,763 shares; 2025Q4: 17,934 shares; 2026Q1: 17,990 shares 17,990 $2.37M 0.32% +56 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: 23,258 shares; 2025Q1: 39,610 shares; 2025Q2: 39,576 shares; 2025Q3: 41,275 shares; 2025Q4: 49,829 shares; 2026Q1: 29,897 shares 29,897 $2.31M 0.31% -19,932 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: 11,990 shares; 2024Q4: 12,220 shares; 2025Q1: 13,698 shares; 2025Q2: 14,271 shares; 2025Q3: 14,685 shares; 2025Q4: 12,483 shares; 2026Q1: 15,919 shares 15,919 $2.3M 0.31% +3,436 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,797 shares; 2025Q1: 2,859 shares; 2025Q2: 2,967 shares; 2025Q3: 2,945 shares; 2025Q4: 3,007 shares; 2026Q1: 3,834 shares 3,834 $2.29M 0.31% +827 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: 15,264 shares; 2024Q4: 14,431 shares; 2025Q1: 19,070 shares; 2025Q2: 19,099 shares; 2025Q3: 22,894 shares; 2025Q4: 20,799 shares; 2026Q1: 23,004 shares 23,004 $2.26M 0.31% +2,205 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: 17,407 shares; 2024Q4: 16,461 shares; 2025Q1: 16,834 shares; 2025Q2: 17,455 shares; 2025Q3: 17,741 shares; 2025Q4: 16,750 shares; 2026Q1: 15,620 shares 15,620 $2.18M 0.3% -1,130 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: 16,438 shares; 2024Q4: 16,284 shares; 2025Q1: 20,372 shares; 2025Q2: 28,856 shares; 2025Q3: 31,201 shares; 2025Q4: 31,645 shares; 2026Q1: 33,276 shares 33,276 $2.16M 0.29% +1,631 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,553 shares; 2024Q4: 65,231 shares; 2025Q1: 66,959 shares; 2025Q2: 67,189 shares; 2025Q3: 68,146 shares; 2025Q4: 70,527 shares; 2026Q1: 71,861 shares 71,861 $2.16M 0.29% +1,334 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,266 shares; 2025Q1: 2,945 shares; 2025Q2: 3,198 shares; 2025Q3: 3,743 shares; 2025Q4: 4,314 shares; 2026Q1: 4,824 shares 4,824 $2.15M 0.29% +510 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,921 shares; 2025Q2: 4,459 shares; 2025Q3: 5,080 shares; 2025Q4: 5,757 shares; 2026Q1: 9,910 shares 9,910 $2.12M 0.29% +4,153 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: 40,718 shares; 2024Q4: 39,106 shares; 2025Q1: 41,168 shares; 2025Q2: 42,428 shares; 2025Q3: 45,137 shares; 2025Q4: 44,763 shares; 2026Q1: 40,484 shares 40,484 $2.11M 0.29% -4,279 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 32,995 shares; 2025Q1: 35,183 shares; 2025Q2: 36,395 shares; 2025Q3: 38,673 shares; 2025Q4: 41,594 shares; 2026Q1: 20,018 shares 20,018 $2.07M 0.28% -21,576 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,356 shares; 2025Q1: 1,661 shares; 2025Q2: 1,891 shares; 2025Q3: 1,971 shares; 2025Q4: 5,623 shares; 2026Q1: 4,418 shares 4,418 $2.04M 0.28% -1,205 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: 13,515 shares; 2024Q4: 15,758 shares; 2025Q1: 17,334 shares; 2025Q2: 18,967 shares; 2025Q3: 22,154 shares; 2025Q4: 25,340 shares; 2026Q1: 27,717 shares 27,717 $2.01M 0.27% +2,377 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: 16,769 shares; 2024Q4: 15,431 shares; 2025Q1: 15,343 shares; 2025Q2: 17,375 shares; 2025Q3: 15,725 shares; 2025Q4: 13,540 shares; 2026Q1: 10,082 shares 10,082 $2M 0.27% -3,458 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: 10,225 shares; 2024Q4: 11,632 shares; 2025Q1: 12,793 shares; 2025Q2: 13,709 shares; 2025Q3: 13,447 shares; 2025Q4: 14,835 shares; 2026Q1: 13,557 shares 13,557 $1.98M 0.27% -1,278 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: 40,203 shares; 2024Q4: 40,400 shares; 2025Q1: 42,812 shares; 2025Q2: 43,528 shares; 2025Q3: 23,395 shares; 2025Q4: 25,465 shares; 2026Q1: 25,932 shares 25,932 $1.97M 0.27% +467 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,296 shares; 2024Q4: 27,037 shares; 2025Q1: 33,709 shares; 2025Q2: 33,844 shares; 2025Q3: 30,406 shares; 2025Q4: 24,315 shares; 2026Q1: 16,522 shares 16,522 $1.95M 0.27% -7,793 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: 5,734 shares; 2024Q4: 5,678 shares; 2025Q1: 6,033 shares; 2025Q2: 5,984 shares; 2025Q3: 6,380 shares; 2025Q4: 6,246 shares; 2026Q1: 6,260 shares 6,260 $1.95M 0.26% +14 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: 22,472 shares; 2024Q4: 22,902 shares; 2025Q1: 24,506 shares; 2025Q2: 27,428 shares; 2025Q3: 18,683 shares; 2025Q4: 17,281 shares; 2026Q1: 14,177 shares 14,177 $1.93M 0.26% -3,104 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 8,971 shares; 2025Q4: 9,348 shares; 2026Q1: 12,674 shares 12,674 $1.9M 0.26% +3,326 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: 6,829 shares; 2024Q4: 7,210 shares; 2025Q1: 7,316 shares; 2025Q2: 7,181 shares; 2025Q3: 6,371 shares; 2025Q4: 6,629 shares; 2026Q1: 7,739 shares 7,739 $1.89M 0.26% +1,110 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 564 shares; 2025Q2: 5,610 shares; 2025Q3: 5,213 shares; 2025Q4: 4,797 shares; 2026Q1: 3,328 shares 3,328 $1.87M 0.25% -1,469 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: 5,908 shares; 2024Q4: 5,966 shares; 2025Q1: 5,966 shares; 2025Q2: 5,867 shares; 2025Q3: 5,688 shares; 2025Q4: 5,621 shares; 2026Q1: 5,373 shares 5,373 $1.84M 0.25% -248 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,331 shares; 2025Q1: 5,418 shares; 2025Q2: 5,641 shares; 2025Q3: 6,331 shares; 2025Q4: 9,357 shares; 2026Q1: 10,677 shares 10,677 $1.84M 0.25% +1,320 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: 4,636 shares; 2024Q4: 3,909 shares; 2025Q1: 4,330 shares; 2025Q2: 4,188 shares; 2025Q3: 4,471 shares; 2025Q4: 4,345 shares; 2026Q1: 4,450 shares 4,450 $1.81M 0.25% +105 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: 5,904 shares; 2024Q4: 5,757 shares; 2025Q1: 6,414 shares; 2025Q2: 6,518 shares; 2025Q3: 5,869 shares; 2025Q4: 6,639 shares; 2026Q1: 7,619 shares 7,619 $1.8M 0.24% +980 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,178 shares; 2024Q4: 30,280 shares; 2025Q1: 32,645 shares; 2025Q2: 32,643 shares; 2025Q3: 33,832 shares; 2025Q4: 34,140 shares; 2026Q1: 33,117 shares 33,117 $1.79M 0.24% -1,023 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: 24,859 shares; 2024Q4: 21,157 shares; 2025Q1: 21,685 shares; 2025Q2: 19,739 shares; 2025Q3: 22,042 shares; 2025Q4: 26,690 shares; 2026Q1: 24,614 shares 24,614 $1.79M 0.24% -2,076 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; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 15,648 shares; 2025Q1: 15,648 shares; 2025Q2: 15,510 shares; 2025Q3: 15,444 shares; 2025Q4: 15,424 shares; 2026Q1: 77,007 shares 77,007 $1.79M 0.24% +61,583 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,039 shares; 2024Q4: 36,491 shares; 2025Q1: 38,346 shares; 2025Q2: 36,793 shares; 2025Q3: 33,176 shares; 2025Q4: 34,559 shares; 2026Q1: 25,748 shares 25,748 $1.78M 0.24% -8,811 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: 25,665 shares; 2024Q4: 25,188 shares; 2025Q1: 16,788 shares; 2025Q2: 10,361 shares; 2025Q3: 10,718 shares; 2025Q4: 11,336 shares; 2026Q1: 14,279 shares 14,279 $1.77M 0.24% +2,943 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: 7,331 shares; 2025Q1: 7,200 shares; 2025Q2: 7,185 shares; 2025Q3: 6,481 shares; 2025Q4: 5,391 shares; 2026Q1: 3,261 shares 3,261 $1.76M 0.24% -2,130 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: 16,092 shares; 2024Q4: 16,896 shares; 2025Q1: 19,506 shares; 2025Q2: 18,994 shares; 2025Q3: 18,439 shares; 2025Q4: 18,751 shares; 2026Q1: 13,548 shares 13,548 $1.74M 0.24% -5,203 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: 8,042 shares; 2024Q4: 8,555 shares; 2025Q1: 9,155 shares; 2025Q2: 9,373 shares; 2025Q3: 9,527 shares; 2025Q4: 10,210 shares; 2026Q1: 10,453 shares 10,453 $1.72M 0.23% +243 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: 10,695 shares; 2024Q4: 10,946 shares; 2025Q1: 11,587 shares; 2025Q2: 11,964 shares; 2025Q3: 12,758 shares; 2025Q4: 12,932 shares; 2026Q1: 13,075 shares 13,075 $1.71M 0.23% +143 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,012 shares; 2025Q1: 4,955 shares; 2025Q2: 5,982 shares; 2025Q3: 8,589 shares; 2025Q4: 7,774 shares; 2026Q1: 12,421 shares 12,421 $1.68M 0.23% +4,647 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: 4,060 shares; 2024Q4: 4,498 shares; 2025Q1: 5,057 shares; 2025Q2: 5,528 shares; 2025Q3: 6,161 shares; 2025Q4: 6,860 shares; 2026Q1: 6,958 shares 6,958 $1.67M 0.23% +98 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: 4,375 shares; 2024Q4: 5,117 shares; 2025Q1: 4,622 shares; 2025Q2: 5,185 shares; 2025Q3: 6,130 shares; 2025Q4: 7,606 shares; 2026Q1: 10,552 shares 10,552 $1.61M 0.22% +2,946 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: 3,272 shares; 2024Q4: 3,401 shares; 2025Q1: 3,668 shares; 2025Q2: 2,708 shares; 2025Q3: 2,780 shares; 2025Q4: 4,232 shares; 2026Q1: 4,742 shares 4,742 $1.6M 0.22% +510 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: 5,402 shares; 2024Q4: 6,480 shares; 2025Q1: 6,781 shares; 2025Q2: 7,717 shares; 2025Q3: 11,338 shares; 2025Q4: 16,864 shares; 2026Q1: 21,260 shares 21,260 $1.58M 0.21% +4,396 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,121 shares; 2024Q4: 21,641 shares; 2025Q1: 24,562 shares; 2025Q2: 26,235 shares; 2025Q3: 27,050 shares; 2025Q4: 29,301 shares; 2026Q1: 30,800 shares 30,800 $1.55M 0.21% +1,499 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,498 shares; 2025Q1: 3,380 shares; 2025Q2: 6,201 shares; 2025Q3: 6,353 shares; 2025Q4: 5,283 shares; 2026Q1: 5,320 shares 5,320 $1.55M 0.21% +37 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: not reported; 2024Q4: not reported; 2025Q1: 3,862 shares; 2025Q2: 4,815 shares; 2025Q3: 5,011 shares; 2025Q4: 6,124 shares; 2026Q1: 6,358 shares 6,358 $1.54M 0.21% +234 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: 724 shares; 2024Q4: 776 shares; 2025Q1: 1,114 shares; 2025Q2: 1,322 shares; 2025Q3: 1,547 shares; 2025Q4: 1,786 shares; 2026Q1: 1,978 shares 1,978 $1.53M 0.21% +192 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: 17,371 shares; 2024Q4: 18,038 shares; 2025Q1: 16,268 shares; 2025Q2: 16,290 shares; 2025Q3: 14,637 shares; 2025Q4: 13,964 shares; 2026Q1: 13,464 shares 13,464 $1.53M 0.21% -500 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: 21,951 shares; 2024Q4: 23,996 shares; 2025Q1: 30,088 shares; 2025Q2: 30,333 shares; 2025Q3: 28,297 shares; 2025Q4: 33,718 shares; 2026Q1: 25,910 shares 25,910 $1.52M 0.21% -7,808 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,156 shares; 2025Q1: 23,775 shares; 2025Q2: 26,486 shares; 2025Q3: 23,990 shares; 2025Q4: 19,148 shares; 2026Q1: 37,528 shares 37,528 $1.51M 0.21% +18,380 Timeline GWX 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: 17,377 shares; 2024Q4: 18,328 shares; 2025Q1: 19,720 shares; 2025Q2: 21,167 shares; 2025Q3: 22,238 shares; 2025Q4: 33,916 shares; 2026Q1: 35,763 shares 35,763 $1.51M 0.21% +1,847 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,769 shares; 2024Q4: 60,167 shares; 2025Q1: 68,665 shares; 2025Q2: 69,921 shares; 2025Q3: 80,815 shares; 2025Q4: 85,306 shares; 2026Q1: 85,890 shares 85,890 $1.51M 0.2% +584 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: 1,814 shares; 2024Q4: 1,695 shares; 2025Q1: 1,831 shares; 2025Q2: 2,116 shares; 2025Q3: 2,072 shares; 2025Q4: 2,734 shares; 2026Q1: 2,579 shares 2,579 $1.49M 0.2% -155 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: 3,362 shares; 2024Q4: 3,521 shares; 2025Q1: 3,613 shares; 2025Q2: 3,426 shares; 2025Q3: 4,277 shares; 2025Q4: 5,106 shares; 2026Q1: 5,399 shares 5,399 $1.44M 0.2% +293 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: 14,643 shares; 2024Q4: 14,324 shares; 2025Q1: 15,563 shares; 2025Q2: 15,239 shares; 2025Q3: 15,540 shares; 2025Q4: 15,998 shares; 2026Q1: 18,728 shares 18,728 $1.41M 0.19% +2,730 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 13,661 shares; 2025Q1: 7,764 shares; 2025Q2: 12,290 shares; 2025Q3: 12,402 shares; 2025Q4: 13,056 shares; 2026Q1: 14,411 shares 14,411 $1.41M 0.19% +1,355 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: 1,844 shares; 2024Q4: 1,842 shares; 2025Q1: 1,831 shares; 2025Q2: 1,912 shares; 2025Q3: 1,956 shares; 2025Q4: 1,986 shares; 2026Q1: 2,043 shares 2,043 $1.39M 0.19% +57 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: 18,473 shares; 2024Q4: 18,408 shares; 2025Q1: 18,874 shares; 2025Q2: 18,852 shares; 2025Q3: 21,712 shares; 2025Q4: 21,953 shares; 2026Q1: 22,971 shares 22,971 $1.39M 0.19% +1,018 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,403 shares; 2025Q2: 12,337 shares; 2025Q3: 13,326 shares; 2025Q4: 14,110 shares; 2026Q1: 14,747 shares 14,747 $1.39M 0.19% +637 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: 1,515 shares; 2024Q4: 1,652 shares; 2025Q1: 1,852 shares; 2025Q2: 2,031 shares; 2025Q3: 2,096 shares; 2025Q4: 2,223 shares; 2026Q1: 2,284 shares 2,284 $1.38M 0.19% +61 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 79,682 shares 79,682 $1.38M 0.19% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,367 shares; 2024Q4: 71,322 shares; 2025Q1: 75,089 shares; 2025Q2: 80,485 shares; 2025Q3: 88,887 shares; 2025Q4: 94,144 shares; 2026Q1: 95,900 shares 95,900 $1.35M 0.18% +1,756 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,133 shares; 2025Q1: 2,282 shares; 2025Q2: 2,552 shares; 2025Q3: 2,535 shares; 2025Q4: 2,529 shares; 2026Q1: 1,983 shares 1,983 $1.35M 0.18% -546 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: 4,153 shares; 2024Q4: 4,435 shares; 2025Q1: 5,756 shares; 2025Q2: 6,132 shares; 2025Q3: 6,334 shares; 2025Q4: 6,936 shares; 2026Q1: 7,106 shares 7,106 $1.33M 0.18% +170 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: 1,782 shares; 2024Q4: 1,753 shares; 2025Q1: 11,055 shares; 2025Q2: 10,628 shares; 2025Q3: 8,949 shares; 2025Q4: 7,051 shares; 2026Q1: 4,092 shares 4,092 $1.32M 0.18% -2,959 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: 3,030 shares; 2024Q4: 2,977 shares; 2025Q1: 3,228 shares; 2025Q2: 3,133 shares; 2025Q3: 3,449 shares; 2025Q4: 3,892 shares; 2026Q1: 4,279 shares 4,279 $1.29M 0.18% +387 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: 12,907 shares; 2024Q4: 12,943 shares; 2025Q1: 6,489 shares; 2025Q2: 6,514 shares; 2025Q3: 6,479 shares; 2025Q4: 6,320 shares; 2026Q1: 5,310 shares 5,310 $1.29M 0.17% -1,010 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: 5,755 shares; 2024Q4: 5,921 shares; 2025Q1: 5,347 shares; 2025Q2: 7,812 shares; 2025Q3: 8,103 shares; 2025Q4: 7,778 shares; 2026Q1: 8,052 shares 8,052 $1.27M 0.17% +274 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 7,054 shares; 2025Q1: 8,046 shares; 2025Q2: 8,346 shares; 2025Q3: 8,882 shares; 2025Q4: 9,455 shares; 2026Q1: 9,532 shares 9,532 $1.25M 0.17% +77 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: 2,390 shares; 2024Q4: 3,283 shares; 2025Q1: 3,672 shares; 2025Q2: 3,748 shares; 2025Q3: 4,152 shares; 2025Q4: 5,069 shares; 2026Q1: 5,374 shares 5,374 $1.23M 0.17% +305 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 44,841 shares 44,841 $1.22M 0.17% new 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: 1,449 shares; 2024Q4: 1,438 shares; 2025Q1: 1,479 shares; 2025Q2: 2,433 shares; 2025Q3: 2,432 shares; 2025Q4: 2,397 shares; 2026Q1: 6,675 shares 6,675 $1.22M 0.17% +4,278 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: 25,968 shares; 2024Q4: 26,343 shares; 2025Q1: 30,573 shares; 2025Q2: 33,586 shares; 2025Q3: 34,099 shares; 2025Q4: 37,495 shares; 2026Q1: 41,843 shares 41,843 $1.2M 0.16% +4,348 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,940 shares; 2024Q4: 16,584 shares; 2025Q1: 18,049 shares; 2025Q2: 18,149 shares; 2025Q3: 18,729 shares; 2025Q4: 28,678 shares; 2026Q1: 29,621 shares 29,621 $1.2M 0.16% +943 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 6,254 shares; 2025Q1: 6,403 shares; 2025Q2: 7,734 shares; 2025Q3: 7,641 shares; 2025Q4: 6,323 shares; 2026Q1: 6,119 shares 6,119 $1.19M 0.16% -204 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: 4,453 shares; 2024Q4: 6,815 shares; 2025Q1: 7,153 shares; 2025Q2: 9,185 shares; 2025Q3: 9,330 shares; 2025Q4: 8,792 shares; 2026Q1: 9,391 shares 9,391 $1.19M 0.16% +599 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: 26,321 shares; 2024Q4: 26,974 shares; 2025Q1: 27,335 shares; 2025Q2: 20,019 shares; 2025Q3: 20,406 shares; 2025Q4: 25,026 shares; 2026Q1: 28,736 shares 28,736 $1.18M 0.16% +3,710 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: 33,922 shares; 2024Q4: 30,771 shares; 2025Q1: 29,768 shares; 2025Q2: 29,041 shares; 2025Q3: 17,036 shares; 2025Q4: 14,338 shares; 2026Q1: 9,279 shares 9,279 $1.17M 0.16% -5,059 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 28,149 shares; 2025Q3: 25,544 shares; 2025Q4: 27,507 shares; 2026Q1: 28,665 shares 28,665 $1.17M 0.16% +1,158 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 1,165 shares; 2025Q1: 1,409 shares; 2025Q2: 1,421 shares; 2025Q3: 1,175 shares; 2025Q4: 1,075 shares; 2026Q1: 842 shares 842 $1.16M 0.16% -233 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: 5,968 shares; 2024Q4: 6,079 shares; 2025Q1: 6,526 shares; 2025Q2: 5,411 shares; 2025Q3: 5,611 shares; 2025Q4: 5,043 shares; 2026Q1: 5,277 shares 5,277 $1.16M 0.16% +234 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: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,420 shares; 2025Q2: 8,281 shares; 2025Q3: 5,954 shares; 2025Q4: 6,122 shares; 2026Q1: 6,949 shares 6,949 $1.15M 0.16% +827 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 10,560 shares; 2025Q1: 10,581 shares; 2025Q2: 10,434 shares; 2025Q3: 2,002 shares; 2025Q4: 2,170 shares; 2026Q1: 2,273 shares 2,273 $1.12M 0.15% +103 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: 5,596 shares 5,596 $1.1M 0.15% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 602 shares; 2025Q4: 980 shares; 2026Q1: 1,252 shares 1,252 $1.09M 0.15% +272 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: 30,093 shares; 2024Q4: 42,039 shares; 2025Q1: 48,798 shares; 2025Q2: 49,951 shares; 2025Q3: 49,343 shares; 2025Q4: 60,276 shares; 2026Q1: 64,230 shares 64,230 $1.09M 0.15% +3,954 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,847 shares 9,847 $1.09M 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,692 shares; 2025Q4: 3,960 shares; 2026Q1: 2,722 shares 2,722 $1.08M 0.15% -1,238 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: 1,657 shares; 2025Q1: 1,869 shares; 2025Q2: 2,501 shares; 2025Q3: 3,061 shares; 2025Q4: 3,379 shares; 2026Q1: 3,549 shares 3,549 $1.07M 0.15% +170 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 10,791 shares; 2025Q1: 11,305 shares; 2025Q2: 11,137 shares; 2025Q3: 11,354 shares; 2025Q4: 9,873 shares; 2026Q1: 9,023 shares 9,023 $1.04M 0.14% -850 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,944 shares; 2025Q1: 3,078 shares; 2025Q2: 3,655 shares; 2025Q3: 3,635 shares; 2025Q4: 3,190 shares; 2026Q1: 2,861 shares 2,861 $1.04M 0.14% -329 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: 408,625 shares; 2024Q4: 387,344 shares; 2025Q1: 407,333 shares; 2025Q2: 12,622 shares; 2025Q3: 15,911 shares; 2025Q4: 19,179 shares; 2026Q1: 20,516 shares 20,516 $1.04M 0.14% +1,337 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: not reported; 2024Q4: not reported; 2025Q1: 3,674 shares; 2025Q2: 6,561 shares; 2025Q3: 23,983 shares; 2025Q4: 20,950 shares; 2026Q1: 14,223 shares 14,223 $1.02M 0.14% -6,727 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 7,108 shares; 2025Q1: 7,607 shares; 2025Q2: 8,011 shares; 2025Q3: 8,037 shares; 2025Q4: 8,409 shares; 2026Q1: 8,470 shares 8,470 $1M 0.14% +61 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,339 shares; 2025Q2: 6,595 shares; 2025Q3: 6,511 shares; 2025Q4: 5,965 shares; 2026Q1: 5,296 shares 5,296 $999K 0.14% -669 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,535 shares; 2024Q4: 10,492 shares; 2025Q1: 14,025 shares; 2025Q2: 17,026 shares; 2025Q3: 18,966 shares; 2025Q4: 17,692 shares; 2026Q1: 21,162 shares 21,162 $986K 0.13% +3,470 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 394 shares; 2025Q3: 475 shares; 2025Q4: 550 shares; 2026Q1: 669 shares 669 $985K 0.13% +119 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,177 shares; 2025Q1: 2,188 shares; 2025Q2: 2,271 shares; 2025Q3: 1,920 shares; 2025Q4: 1,553 shares; 2026Q1: 1,344 shares 1,344 $978K 0.13% -209 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,726 shares; 2025Q1: 4,964 shares; 2025Q2: 5,246 shares; 2025Q3: 5,291 shares; 2025Q4: 4,507 shares; 2026Q1: 4,726 shares 4,726 $960K 0.13% +219 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,078 shares; 2025Q2: 1,154 shares; 2025Q3: 1,758 shares; 2025Q4: 2,522 shares; 2026Q1: 3,345 shares 3,345 $949K 0.13% +823 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: 15,636 shares; 2024Q4: 15,470 shares; 2025Q1: 4,855 shares; 2025Q2: 4,702 shares; 2025Q3: 4,563 shares; 2025Q4: 4,492 shares; 2026Q1: 4,409 shares 4,409 $948K 0.13% -83 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 10,616 shares; 2025Q1: 10,729 shares; 2025Q2: 10,515 shares; 2025Q3: 9,315 shares; 2025Q4: 10,600 shares; 2026Q1: 9,559 shares 9,559 $917K 0.12% -1,041 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 1,180 shares; 2025Q2: 1,060 shares; 2025Q3: 668 shares; 2025Q4: not reported; 2026Q1: 3,153 shares 3,153 $917K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares; 2026Q1: 2,795 shares 2,795 $914K 0.12% +2,137 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: 910 shares; 2024Q4: 1,553 shares; 2025Q1: 1,320 shares; 2025Q2: 1,131 shares; 2025Q3: 1,161 shares; 2025Q4: 3,126 shares; 2026Q1: 2,077 shares 2,077 $907K 0.12% -1,049 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: 23,394 shares; 2024Q4: 21,735 shares; 2025Q1: 22,428 shares; 2025Q2: 19,088 shares; 2025Q3: 33,301 shares; 2025Q4: 32,692 shares; 2026Q1: 24,101 shares 24,101 $905K 0.12% -8,591 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: 4,656 shares; 2025Q1: 8,924 shares; 2025Q2: 8,889 shares; 2025Q3: 10,218 shares; 2025Q4: 11,515 shares; 2026Q1: 10,411 shares 10,411 $896K 0.12% -1,104 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 3,679 shares; 2025Q1: 4,142 shares; 2025Q2: 4,177 shares; 2025Q3: 5,008 shares; 2025Q4: 5,645 shares; 2026Q1: 6,204 shares 6,204 $889K 0.12% +559 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: 568 shares; 2024Q4: 584 shares; 2025Q1: 693 shares; 2025Q2: 1,048 shares; 2025Q3: 1,205 shares; 2025Q4: 1,419 shares; 2026Q1: 1,545 shares 1,545 $870K 0.12% +126 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: 11,311 shares; 2024Q4: 11,689 shares; 2025Q1: 11,801 shares; 2025Q2: 11,519 shares; 2025Q3: 11,584 shares; 2025Q4: 12,076 shares; 2026Q1: 12,207 shares 12,207 $863K 0.12% +131 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,842 shares; 2024Q4: 30,325 shares; 2025Q1: 52,139 shares; 2025Q2: 13,430 shares; 2025Q3: 8,530 shares; 2025Q4: 8,109 shares; 2026Q1: 7,770 shares 7,770 $857K 0.12% -339 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 2,213 shares; 2026Q1: 2,534 shares 2,534 $856K 0.12% +321 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,174 shares; 2025Q1: 2,079 shares; 2025Q2: 1,967 shares; 2025Q3: 4,693 shares; 2025Q4: 4,054 shares; 2026Q1: 7,210 shares 7,210 $852K 0.12% +3,156 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,493 shares; 2024Q4: 9,254 shares; 2025Q1: 9,791 shares; 2025Q2: 9,593 shares; 2025Q3: 9,826 shares; 2025Q4: 11,058 shares; 2026Q1: 9,918 shares 9,918 $845K 0.11% -1,140 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 5,426 shares; 2025Q1: 6,429 shares; 2025Q2: 7,943 shares; 2025Q3: 9,193 shares; 2025Q4: 9,790 shares; 2026Q1: 10,628 shares 10,628 $834K 0.11% +838 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 4,679 shares; 2025Q1: 5,512 shares; 2025Q2: 5,893 shares; 2025Q3: 6,075 shares; 2025Q4: 6,064 shares; 2026Q1: 5,923 shares 5,923 $828K 0.11% -141 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: 3,080 shares; 2025Q4: 3,491 shares; 2026Q1: 3,730 shares 3,730 $808K 0.11% +239 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,227 shares; 2025Q1: 2,319 shares; 2025Q2: 2,277 shares; 2025Q3: 3,978 shares; 2025Q4: 4,923 shares; 2026Q1: 5,480 shares 5,480 $802K 0.11% +557 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: 888 shares; 2024Q4: 859 shares; 2025Q1: 937 shares; 2025Q2: 1,019 shares; 2025Q3: 1,022 shares; 2025Q4: 841 shares; 2026Q1: 721 shares 721 $788K 0.11% -120 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,771 shares; 2024Q4: 14,487 shares; 2025Q1: 15,070 shares; 2025Q2: 15,174 shares; 2025Q3: 22,728 shares; 2025Q4: 23,503 shares; 2026Q1: 23,971 shares 23,971 $785K 0.11% +468 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: 2,230 shares; 2025Q2: 1,583 shares; 2025Q3: 1,687 shares; 2025Q4: 1,694 shares; 2026Q1: 3,152 shares 3,152 $779K 0.11% +1,458 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: 2,826 shares; 2024Q4: 2,906 shares; 2025Q1: 3,044 shares; 2025Q2: 3,014 shares; 2025Q3: 3,085 shares; 2025Q4: 2,339 shares; 2026Q1: 2,139 shares 2,139 $778K 0.11% -200 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: 1,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 1,184 shares 1,184 $770K 0.1% -50 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: 3,285 shares; 2025Q3: 3,841 shares; 2025Q4: 4,659 shares; 2026Q1: 6,153 shares 6,153 $755K 0.1% +1,494 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,309 shares; 2025Q4: 5,293 shares; 2026Q1: 13,961 shares 13,961 $755K 0.1% +8,668 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,383 shares; 2025Q4: 2,772 shares; 2026Q1: 3,689 shares 3,689 $750K 0.1% +917 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,971 shares; 2025Q1: 2,128 shares; 2025Q2: 2,209 shares; 2025Q3: 2,419 shares; 2025Q4: 3,652 shares; 2026Q1: 3,829 shares 3,829 $741K 0.1% +177 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: 3,056 shares; 2024Q4: 3,806 shares; 2025Q1: 4,322 shares; 2025Q2: 4,145 shares; 2025Q3: 4,194 shares; 2025Q4: 3,878 shares; 2026Q1: 3,452 shares 3,452 $740K 0.1% -426 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,652 shares; 2025Q1: 1,819 shares; 2025Q2: 1,756 shares; 2025Q3: 2,085 shares; 2025Q4: 2,361 shares; 2026Q1: 2,527 shares 2,527 $740K 0.1% +166 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: 946 shares; 2024Q4: 928 shares; 2025Q1: 902 shares; 2025Q2: 1,317 shares; 2025Q3: 1,490 shares; 2025Q4: 1,323 shares; 2026Q1: 995 shares 995 $735K 0.1% -328 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: 10,731 shares; 2024Q4: 10,581 shares; 2025Q1: 11,136 shares; 2025Q2: 10,746 shares; 2025Q3: 10,787 shares; 2025Q4: 8,523 shares; 2026Q1: 8,122 shares 8,122 $734K 0.1% -401 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,780 shares; 2025Q3: 4,610 shares; 2025Q4: 5,229 shares; 2026Q1: 5,120 shares 5,120 $732K 0.1% -109 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: 2,424 shares; 2024Q4: 2,842 shares; 2025Q1: 3,106 shares; 2025Q2: 3,254 shares; 2025Q3: 3,828 shares; 2025Q4: 4,322 shares; 2026Q1: 4,708 shares 4,708 $732K 0.1% +386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares; 2025Q4: 7,741 shares; 2026Q1: 8,702 shares 8,702 $718K 0.1% +961 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,730 shares; 2025Q1: 1,542 shares; 2025Q2: 2,451 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,938 shares 7,938 $714K 0.1% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,078 shares; 2025Q1: 2,288 shares; 2025Q2: 2,149 shares; 2025Q3: 2,449 shares; 2025Q4: 2,454 shares; 2026Q1: 2,163 shares 2,163 $710K 0.1% -291 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: 6,341 shares; 2024Q4: 42,158 shares; 2025Q1: 42,115 shares; 2025Q2: 42,624 shares; 2025Q3: 41,197 shares; 2025Q4: 47,521 shares; 2026Q1: 34,054 shares 34,054 $705K 0.1% -13,467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,185 shares; 2026Q1: 1,280 shares 1,280 $703K 0.1% +95 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 6,094 shares; 2025Q1: 5,416 shares; 2025Q2: 5,903 shares; 2025Q3: 6,346 shares; 2025Q4: 6,140 shares; 2026Q1: 6,303 shares 6,303 $688K 0.09% +163 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 6,697 shares; 2025Q1: 6,899 shares; 2025Q2: 6,819 shares; 2025Q3: 6,828 shares; 2025Q4: 5,733 shares; 2026Q1: 4,993 shares 4,993 $679K 0.09% -740 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 18,853 shares; 2025Q1: 17,190 shares; 2025Q2: 18,980 shares; 2025Q3: 17,442 shares; 2025Q4: 16,134 shares; 2026Q1: 18,284 shares 18,284 $674K 0.09% +2,150 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 4,418 shares; 2025Q3: 6,056 shares; 2025Q4: 15,602 shares; 2026Q1: 16,406 shares 16,406 $665K 0.09% +804 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: 2,324 shares; 2024Q4: 2,697 shares; 2025Q1: 2,828 shares; 2025Q2: 2,225 shares; 2025Q3: 2,229 shares; 2025Q4: 3,448 shares; 2026Q1: 3,039 shares 3,039 $658K 0.09% -409 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,727 shares; 2025Q1: 1,864 shares; 2025Q2: 1,817 shares; 2025Q3: 2,171 shares; 2025Q4: 2,454 shares; 2026Q1: 2,617 shares 2,617 $656K 0.09% +163 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,202 shares; 2025Q4: 5,713 shares; 2026Q1: 5,563 shares 5,563 $655K 0.09% -150 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: 2,176 shares; 2024Q4: 2,432 shares; 2025Q1: 2,552 shares; 2025Q2: 2,686 shares; 2025Q3: 2,949 shares; 2025Q4: 3,374 shares; 2026Q1: 4,085 shares 4,085 $652K 0.09% +711 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,900 shares; 2025Q1: 5,036 shares; 2025Q2: 5,032 shares; 2025Q3: 5,196 shares; 2025Q4: 6,295 shares; 2026Q1: 6,617 shares 6,617 $651K 0.09% +322 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 16,162 shares; 2025Q1: 16,817 shares; 2025Q2: 16,479 shares; 2025Q3: 14,237 shares; 2025Q4: 8,729 shares; 2026Q1: 7,036 shares 7,036 $648K 0.09% -1,693 Timeline SLYV 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: 5,425 shares; 2024Q4: 6,038 shares; 2025Q1: 6,561 shares; 2025Q2: 6,440 shares; 2025Q3: 6,685 shares; 2025Q4: 7,805 shares; 2026Q1: 6,764 shares 6,764 $640K 0.09% -1,041 Timeline NVMI NOVA LTD More: the full row for NOVA 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: not reported; 2026Q1: 1,461 shares 1,461 $634K 0.09% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,195 shares; 2025Q1: 2,285 shares; 2025Q2: 1,632 shares; 2025Q3: 1,597 shares; 2025Q4: 1,345 shares; 2026Q1: 1,035 shares 1,035 $626K 0.08% -310 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,078 shares; 2025Q2: 989 shares; 2025Q3: 914 shares; 2025Q4: 966 shares; 2026Q1: 1,136 shares 1,136 $611K 0.08% +170 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,719 shares 16,719 $604K 0.08% new Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,463 shares; 2025Q1: 3,575 shares; 2025Q2: 3,493 shares; 2025Q3: 4,218 shares; 2025Q4: 2,833 shares; 2026Q1: 3,017 shares 3,017 $602K 0.08% +184 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 829 shares; 2025Q1: 939 shares; 2025Q2: 1,242 shares; 2025Q3: 1,310 shares; 2025Q4: 1,455 shares; 2026Q1: 1,505 shares 1,505 $601K 0.08% +50 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,311 shares; 2024Q4: 42,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,715 shares; 2025Q4: 6,420 shares; 2026Q1: 8,444 shares 8,444 $598K 0.08% +2,024 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: 599 shares; 2024Q4: 614 shares; 2025Q1: 679 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 687 shares; 2026Q1: 656 shares 656 $587K 0.08% -31 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: 13,909 shares; 2024Q4: 13,284 shares; 2025Q1: 14,438 shares; 2025Q2: 6,578 shares; 2025Q3: 7,474 shares; 2025Q4: 8,405 shares; 2026Q1: 11,068 shares 11,068 $585K 0.08% +2,663 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL 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: 3,816 shares; 2026Q1: 4,079 shares 4,079 $582K 0.08% +263 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: 6,135 shares; 2026Q1: 6,379 shares 6,379 $580K 0.08% +244 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,754 shares; 2025Q1: 4,340 shares; 2025Q2: 4,539 shares; 2025Q3: 5,362 shares; 2025Q4: 4,950 shares; 2026Q1: 3,999 shares 3,999 $574K 0.08% -951 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 4,253 shares; 2025Q1: 4,870 shares; 2025Q2: 4,841 shares; 2025Q3: 5,921 shares; 2025Q4: 6,733 shares; 2026Q1: 7,186 shares 7,186 $560K 0.08% +453 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,748 shares; 2026Q1: 4,198 shares 4,198 $558K 0.08% +450 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,945 shares; 2026Q1: 6,956 shares 6,956 $557K 0.08% +2,011 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: 18,059 shares; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: not reported; 2025Q3: 7,546 shares; 2025Q4: 6,936 shares; 2026Q1: 6,403 shares 6,403 $555K 0.08% -533 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: 9,852 shares; 2024Q4: 11,358 shares; 2025Q1: 12,026 shares; 2025Q2: 11,354 shares; 2025Q3: 11,659 shares; 2025Q4: 10,072 shares; 2026Q1: 8,990 shares 8,990 $550K 0.07% -1,082 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 3,112 shares; 2025Q4: 2,721 shares; 2026Q1: 2,664 shares 2,664 $550K 0.07% -57 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 903 shares; 2025Q1: 1,063 shares; 2025Q2: 1,090 shares; 2025Q3: 1,075 shares; 2025Q4: 1,106 shares; 2026Q1: 1,142 shares 1,142 $548K 0.07% +36 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,526 shares; 2025Q1: 5,122 shares; 2025Q2: 5,575 shares; 2025Q3: 6,481 shares; 2025Q4: 7,532 shares; 2026Q1: 9,048 shares 9,048 $545K 0.07% +1,516 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to 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: 1,434 shares; 2026Q1: 1,684 shares 1,684 $543K 0.07% +250 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,451 shares; 2025Q1: 2,398 shares; 2025Q2: 2,489 shares; 2025Q3: 2,500 shares; 2025Q4: 1,600 shares; 2026Q1: 2,492 shares 2,492 $541K 0.07% +892 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,123 shares; 2024Q4: 9,317 shares; 2025Q1: 10,645 shares; 2025Q2: 9,985 shares; 2025Q3: 8,432 shares; 2025Q4: 8,501 shares; 2026Q1: 8,358 shares 8,358 $540K 0.07% -143 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 968 shares; 2025Q4: 965 shares; 2026Q1: 1,509 shares 1,509 $540K 0.07% +544 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: 11,782 shares; 2024Q4: 20,442 shares; 2025Q1: 20,893 shares; 2025Q2: 22,608 shares; 2025Q3: 22,645 shares; 2025Q4: 22,668 shares; 2026Q1: 21,749 shares 21,749 $538K 0.07% -919 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,344 shares; 2025Q1: 7,820 shares; 2025Q2: 7,505 shares; 2025Q3: 7,520 shares; 2025Q4: 5,714 shares; 2026Q1: 4,893 shares 4,893 $534K 0.07% -821 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,291 shares; 2025Q1: 3,808 shares; 2025Q2: 15,004 shares; 2025Q3: 13,589 shares; 2025Q4: 12,624 shares; 2026Q1: 11,464 shares 11,464 $532K 0.07% -1,160 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: not reported; 2024Q4: not reported; 2025Q1: 4,523 shares; 2025Q2: 5,853 shares; 2025Q3: 6,758 shares; 2025Q4: 6,889 shares; 2026Q1: 7,917 shares 7,917 $522K 0.07% +1,028 Timeline GSK GSK PLC More: the full row for GSK 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: 9,358 shares 9,358 $516K 0.07% new 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: 13,763 shares; 2024Q4: 12,968 shares; 2025Q1: 12,732 shares; 2025Q2: 13,509 shares; 2025Q3: 8,151 shares; 2025Q4: 6,975 shares; 2026Q1: 2,098 shares 2,098 $510K 0.07% -4,877 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 3,955 shares; 2025Q1: 2,253 shares; 2025Q2: 2,696 shares; 2025Q3: 2,746 shares; 2025Q4: 2,870 shares; 2026Q1: 2,783 shares 2,783 $507K 0.07% -87 Timeline EWY 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: 2,865 shares; 2025Q4: 2,514 shares; 2026Q1: 4,107 shares 4,107 $505K 0.07% +1,593 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,567 shares; 2025Q1: 3,873 shares; 2025Q2: 3,717 shares; 2025Q3: 5,570 shares; 2025Q4: 6,461 shares; 2026Q1: 6,788 shares 6,788 $505K 0.07% +327 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 5,328 shares; 2025Q1: 5,890 shares; 2025Q2: 6,374 shares; 2025Q3: 7,139 shares; 2025Q4: 7,632 shares; 2026Q1: 10,965 shares 10,965 $496K 0.07% +3,333 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: 4,805 shares; 2024Q4: 4,637 shares; 2025Q1: 4,957 shares; 2025Q2: 5,172 shares; 2025Q3: 5,255 shares; 2025Q4: 5,327 shares; 2026Q1: 6,654 shares 6,654 $495K 0.07% +1,327 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 5,677 shares; 2025Q1: 5,970 shares; 2025Q2: 5,701 shares; 2025Q3: 5,821 shares; 2025Q4: 4,741 shares; 2026Q1: 4,048 shares 4,048 $494K 0.07% -693 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: 36,132 shares; 2024Q4: 36,691 shares; 2025Q1: 36,069 shares; 2025Q2: 37,425 shares; 2025Q3: 15,925 shares; 2025Q4: 18,915 shares; 2026Q1: 22,750 shares 22,750 $493K 0.07% +3,835 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,701 shares; 2025Q4: 2,901 shares; 2026Q1: 3,037 shares 3,037 $491K 0.07% +136 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 3,053 shares; 2025Q3: 3,580 shares; 2025Q4: 4,026 shares; 2026Q1: 4,532 shares 4,532 $490K 0.07% +506 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,447 shares; 2025Q4: 48,342 shares; 2026Q1: 43,330 shares 43,330 $489K 0.07% -5,012 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,141 shares 9,141 $488K 0.07% new 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: 949 shares; 2024Q4: 999 shares; 2025Q1: 993 shares; 2025Q2: 972 shares; 2025Q3: 1,085 shares; 2025Q4: 1,263 shares; 2026Q1: 1,522 shares 1,522 $488K 0.07% +259 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: 2,571 shares; 2024Q4: 2,421 shares; 2025Q1: 2,366 shares; 2025Q2: 2,436 shares; 2025Q3: 2,442 shares; 2025Q4: 2,460 shares; 2026Q1: 2,463 shares 2,463 $487K 0.07% +3 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 2,056 shares; 2025Q1: 1,517 shares; 2025Q2: 2,006 shares; 2025Q3: 1,956 shares; 2025Q4: 1,866 shares; 2026Q1: 2,148 shares 2,148 $486K 0.07% +282 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,496 shares 5,496 $476K 0.06% new 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: 3,755 shares; 2025Q4: 3,457 shares; 2026Q1: 3,324 shares 3,324 $469K 0.06% -133 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL 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: 2,430 shares; 2025Q3: 2,999 shares; 2025Q4: 3,431 shares; 2026Q1: 3,652 shares 3,652 $467K 0.06% +221 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,800 shares; 2025Q1: 1,998 shares; 2025Q2: 1,984 shares; 2025Q3: 2,292 shares; 2025Q4: 2,573 shares; 2026Q1: 2,754 shares 2,754 $467K 0.06% +181 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,697 shares 18,697 $466K 0.06% new Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: 7,793 shares; 2025Q1: 8,414 shares; 2025Q2: 8,015 shares; 2025Q3: 9,753 shares; 2025Q4: 9,308 shares; 2026Q1: 9,483 shares 9,483 $465K 0.06% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,971 shares 4,971 $464K 0.06% new Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA 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: 7,291 shares 7,291 $463K 0.06% new 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: 1,478 shares; 2024Q4: 1,611 shares; 2025Q1: 1,173 shares; 2025Q2: 1,306 shares; 2025Q3: 1,200 shares; 2025Q4: 1,296 shares; 2026Q1: 1,306 shares 1,306 $460K 0.06% +10 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG 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: 12,051 shares; 2026Q1: 13,828 shares 13,828 $459K 0.06% +1,777 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: 7,999 shares; 2024Q4: 7,736 shares; 2025Q1: 6,370 shares; 2025Q2: 6,206 shares; 2025Q3: 5,887 shares; 2025Q4: 4,871 shares; 2026Q1: 2,657 shares 2,657 $455K 0.06% -2,214 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: 857 shares; 2024Q4: 1,666 shares; 2025Q1: 1,841 shares; 2025Q2: 1,939 shares; 2025Q3: 2,118 shares; 2025Q4: 2,432 shares; 2026Q1: 2,827 shares 2,827 $453K 0.06% +395 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 10,682 shares; 2025Q4: 12,163 shares; 2026Q1: 12,549 shares 12,549 $449K 0.06% +386 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,891 shares; 2026Q1: 4,130 shares 4,130 $447K 0.06% +239 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,563 shares 13,563 $447K 0.06% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 4,262 shares; 2025Q1: 5,156 shares; 2025Q2: 1,467 shares; 2025Q3: 2,033 shares; 2025Q4: 1,853 shares; 2026Q1: 2,145 shares 2,145 $446K 0.06% +292 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,767 shares; 2025Q2: 3,775 shares; 2025Q3: 4,461 shares; 2025Q4: 4,999 shares; 2026Q1: 5,151 shares 5,151 $445K 0.06% +152 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,404 shares 4,404 $443K 0.06% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,733 shares; 2025Q1: 8,120 shares; 2025Q2: 10,155 shares; 2025Q3: 10,000 shares; 2025Q4: 7,974 shares; 2026Q1: 8,759 shares 8,759 $442K 0.06% +785 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331 shares; 2025Q3: 342 shares; 2025Q4: 466 shares; 2026Q1: 519 shares 519 $439K 0.06% +53 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,850 shares 12,850 $438K 0.06% new 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: 1,278 shares; 2024Q4: 1,874 shares; 2025Q1: 1,525 shares; 2025Q2: 2,118 shares; 2025Q3: 2,112 shares; 2025Q4: 2,030 shares; 2026Q1: 2,096 shares 2,096 $436K 0.06% +66 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 703 shares; 2026Q1: 728 shares 728 $432K 0.06% +25 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 6,022 shares; 2025Q1: 6,143 shares; 2025Q2: 6,411 shares; 2025Q3: 6,226 shares; 2025Q4: 5,604 shares; 2026Q1: 5,143 shares 5,143 $431K 0.06% -461 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 656 shares; 2026Q1: 997 shares 997 $429K 0.06% +341 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 1,711 shares 1,711 $429K 0.06% +383 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 10,069 shares; 2025Q1: 10,605 shares; 2025Q2: 10,985 shares; 2025Q3: 11,056 shares; 2025Q4: 10,521 shares; 2026Q1: 9,391 shares 9,391 $425K 0.06% -1,130 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares 1,066 $420K 0.06% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,604 shares; 2025Q1: 3,002 shares; 2025Q2: 3,217 shares; 2025Q3: 3,718 shares; 2025Q4: 4,173 shares; 2026Q1: 3,387 shares 3,387 $417K 0.06% -786 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: 49,742 shares; 2024Q4: 46,353 shares; 2025Q1: 45,228 shares; 2025Q2: 44,711 shares; 2025Q3: 32,668 shares; 2025Q4: 19,016 shares; 2026Q1: 4,029 shares 4,029 $414K 0.06% -14,987 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,226 shares; 2025Q1: 6,160 shares; 2025Q2: 5,366 shares; 2025Q3: 6,036 shares; 2025Q4: 5,980 shares; 2026Q1: 5,530 shares 5,530 $412K 0.06% -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; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,095 shares; 2025Q1: 3,298 shares; 2025Q2: 2,513 shares; 2025Q3: 2,535 shares; 2025Q4: 2,005 shares; 2026Q1: 1,640 shares 1,640 $411K 0.06% -365 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,893 shares; 2025Q1: 10,989 shares; 2025Q2: 11,113 shares; 2025Q3: 6,771 shares; 2025Q4: 6,344 shares; 2026Q1: 5,706 shares 5,706 $408K 0.06% -638 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 1,146 shares; 2025Q2: 1,295 shares; 2025Q3: 1,119 shares; 2025Q4: 1,196 shares; 2026Q1: 1,246 shares 1,246 $406K 0.06% +50 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,806 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,849 shares; 2025Q4: 5,315 shares; 2026Q1: 5,187 shares 5,187 $404K 0.05% -128 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,518 shares; 2025Q1: 7,339 shares; 2025Q2: 7,301 shares; 2025Q3: 7,706 shares; 2025Q4: 8,749 shares; 2026Q1: 8,928 shares 8,928 $403K 0.05% +179 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: 1,238 shares; 2024Q4: 1,363 shares; 2025Q1: 1,616 shares; 2025Q2: 1,627 shares; 2025Q3: 1,704 shares; 2025Q4: 1,794 shares; 2026Q1: 1,821 shares 1,821 $403K 0.05% +27 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,213 shares; 2025Q1: 1,173 shares; 2025Q2: 1,147 shares; 2025Q3: 1,301 shares; 2025Q4: 1,456 shares; 2026Q1: 1,543 shares 1,543 $402K 0.05% +87 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: 4,172 shares; 2024Q4: 3,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,114 shares; 2025Q4: 5,278 shares; 2026Q1: 5,333 shares 5,333 $402K 0.05% +55 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 6,418 shares; 2025Q2: 6,342 shares; 2025Q3: 8,355 shares; 2025Q4: 9,492 shares; 2026Q1: 9,785 shares 9,785 $401K 0.05% +293 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS 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: 3,434 shares; 2025Q3: 4,172 shares; 2025Q4: 3,463 shares; 2026Q1: 2,922 shares 2,922 $401K 0.05% -541 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,617 shares; 2024Q4: 13,817 shares; 2025Q1: 14,139 shares; 2025Q2: 14,148 shares; 2025Q3: 14,495 shares; 2025Q4: 15,346 shares; 2026Q1: 15,599 shares 15,599 $400K 0.05% +253 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 599 shares; 2025Q1: 1,835 shares; 2025Q2: 1,860 shares; 2025Q3: 1,639 shares; 2025Q4: 1,271 shares; 2026Q1: 1,165 shares 1,165 $398K 0.05% -106 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,051 shares; 2026Q1: 6,873 shares 6,873 $397K 0.05% -178 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: 9,630 shares; 2024Q4: 6,552 shares; 2025Q1: 6,043 shares; 2025Q2: 1,636 shares; 2025Q3: 1,387 shares; 2025Q4: 1,621 shares; 2026Q1: 1,453 shares 1,453 $393K 0.05% -168 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,880 shares; 2025Q1: 2,094 shares; 2025Q2: 2,114 shares; 2025Q3: 1,822 shares; 2025Q4: 2,059 shares; 2026Q1: 2,065 shares 2,065 $392K 0.05% +6 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,534 shares; 2024Q4: 3,378 shares; 2025Q1: 3,756 shares; 2025Q2: 2,817 shares; 2025Q3: 2,901 shares; 2025Q4: 3,195 shares; 2026Q1: 3,338 shares 3,338 $391K 0.05% +143 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,972 shares 7,972 $390K 0.05% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 688 shares; 2025Q3: 991 shares; 2025Q4: 1,070 shares; 2026Q1: 979 shares 979 $390K 0.05% -91 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: 1,733 shares; 2024Q4: 1,777 shares; 2025Q1: 1,910 shares; 2025Q2: 1,958 shares; 2025Q3: 2,033 shares; 2025Q4: 2,036 shares; 2026Q1: 2,126 shares 2,126 $387K 0.05% +90 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: not reported; 2024Q4: not reported; 2025Q1: 14,301 shares; 2025Q2: 32,177 shares; 2025Q3: 31,247 shares; 2025Q4: 35,736 shares; 2026Q1: 25,992 shares 25,992 $387K 0.05% -9,744 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: 1,395 shares; 2024Q4: 1,261 shares; 2025Q1: 1,314 shares; 2025Q2: 1,360 shares; 2025Q3: 1,506 shares; 2025Q4: 1,763 shares; 2026Q1: 2,261 shares 2,261 $382K 0.05% +498 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: not reported; 2025Q4: 1,122 shares; 2026Q1: 1,657 shares 1,657 $382K 0.05% +535 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,811 shares; 2025Q4: 4,197 shares; 2026Q1: 5,180 shares 5,180 $381K 0.05% +983 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; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,576 shares; 2025Q1: 2,718 shares; 2025Q2: 2,809 shares; 2025Q3: 2,738 shares; 2025Q4: 2,513 shares; 2026Q1: 2,058 shares 2,058 $380K 0.05% -455 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,984 shares 9,984 $379K 0.05% new 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: 1,812 shares; 2024Q4: 2,118 shares; 2025Q1: 2,276 shares; 2025Q2: 2,306 shares; 2025Q3: 2,235 shares; 2025Q4: 1,977 shares; 2026Q1: 1,515 shares 1,515 $379K 0.05% -462 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,172 shares; 2025Q2: 1,134 shares; 2025Q3: 1,207 shares; 2025Q4: 1,368 shares; 2026Q1: 1,515 shares 1,515 $377K 0.05% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 3,706 shares; 2026Q1: 4,053 shares 4,053 $376K 0.05% +347 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,285 shares; 2025Q1: 3,616 shares; 2025Q2: 3,540 shares; 2025Q3: 4,191 shares; 2025Q4: 5,706 shares; 2026Q1: 5,454 shares 5,454 $376K 0.05% -252 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 2,605 shares; 2025Q1: 2,750 shares; 2025Q2: 2,878 shares; 2025Q3: 2,839 shares; 2025Q4: 2,001 shares; 2026Q1: 1,858 shares 1,858 $376K 0.05% -143 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,545 shares; 2025Q1: 11,160 shares; 2025Q2: 11,104 shares; 2025Q3: 9,596 shares; 2025Q4: 12,265 shares; 2026Q1: 10,683 shares 10,683 $375K 0.05% -1,582 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 1,741 shares; 2025Q2: 1,752 shares; 2025Q3: 2,110 shares; 2025Q4: 2,127 shares; 2026Q1: 2,016 shares 2,016 $369K 0.05% -111 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: not reported; 2024Q4: 681 shares; 2025Q1: 780 shares; 2025Q2: 767 shares; 2025Q3: 391 shares; 2025Q4: not reported; 2026Q1: 760 shares 760 $369K 0.05% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 7,172 shares; 2025Q1: 8,000 shares; 2025Q2: 7,933 shares; 2025Q3: 4,295 shares; 2025Q4: 4,703 shares; 2026Q1: 6,163 shares 6,163 $365K 0.05% +1,460 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,855 shares 5,855 $359K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,439 shares; 2025Q4: 7,849 shares; 2026Q1: 5,250 shares 5,250 $358K 0.05% -2,599 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,570 shares; 2025Q1: 2,938 shares; 2025Q2: 2,432 shares; 2025Q3: 2,408 shares; 2025Q4: 5,691 shares; 2026Q1: 2,413 shares 2,413 $357K 0.05% -3,278 Timeline CLOI 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: 4,486 shares; 2025Q2: 5,682 shares; 2025Q3: 6,248 shares; 2025Q4: 6,593 shares; 2026Q1: 6,736 shares 6,736 $355K 0.05% +143 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,762 shares; 2025Q1: 3,904 shares; 2025Q2: 6,543 shares; 2025Q3: 7,112 shares; 2025Q4: 7,901 shares; 2026Q1: 8,668 shares 8,668 $352K 0.05% +767 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: not reported; 2024Q4: 460 shares; 2025Q1: 476 shares; 2025Q2: 593 shares; 2025Q3: 624 shares; 2025Q4: not reported; 2026Q1: 810 shares 810 $352K 0.05% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,301 shares; 2025Q1: 1,943 shares; 2025Q2: 2,026 shares; 2025Q3: 2,150 shares; 2025Q4: 2,380 shares; 2026Q1: 2,450 shares 2,450 $349K 0.05% +70 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: 3,391 shares; 2024Q4: 3,657 shares; 2025Q1: 3,938 shares; 2025Q2: 3,906 shares; 2025Q3: 3,316 shares; 2025Q4: 2,225 shares; 2026Q1: 1,648 shares 1,648 $348K 0.05% -577 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 1,024 shares; 2025Q3: 1,073 shares; 2025Q4: 529 shares; 2026Q1: 823 shares 823 $343K 0.05% +294 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,014 shares; 2025Q4: 6,149 shares; 2026Q1: 5,750 shares 5,750 $342K 0.05% -399 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,595 shares; 2025Q1: 2,680 shares; 2025Q2: 2,547 shares; 2025Q3: 2,396 shares; 2025Q4: not reported; 2026Q1: 2,355 shares 2,355 $340K 0.05% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,463 shares; 2025Q4: 2,794 shares; 2026Q1: 2,890 shares 2,890 $340K 0.05% +96 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: 853 shares; 2024Q4: 863 shares; 2025Q1: 931 shares; 2025Q2: 1,064 shares; 2025Q3: 1,047 shares; 2025Q4: 1,011 shares; 2026Q1: 799 shares 799 $340K 0.05% -212 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 15,461 shares; 2025Q1: 15,146 shares; 2025Q2: 14,882 shares; 2025Q3: 8,728 shares; 2025Q4: 2,145 shares; 2026Q1: 2,598 shares 2,598 $338K 0.05% +453 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,955 shares; 2025Q1: 6,546 shares; 2025Q2: 7,346 shares; 2025Q3: 8,688 shares; 2025Q4: 9,126 shares; 2026Q1: 10,457 shares 10,457 $336K 0.05% +1,331 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,339 shares; 2025Q4: 8,446 shares; 2026Q1: 9,166 shares 9,166 $335K 0.05% +720 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 935 shares; 2025Q3: 975 shares; 2025Q4: 936 shares; 2026Q1: 1,252 shares 1,252 $333K 0.05% +316 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 1,697 shares; 2025Q3: 1,833 shares; 2025Q4: 2,065 shares; 2026Q1: 2,166 shares 2,166 $333K 0.05% +101 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,337 shares 4,337 $332K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,331 shares; 2025Q4: 2,205 shares; 2026Q1: 2,403 shares 2,403 $330K 0.04% +198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,005 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,990 shares 3,990 $326K 0.04% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 74 shares; 2025Q1: 73 shares; 2025Q2: 91 shares; 2025Q3: 92 shares; 2025Q4: 70 shares; 2026Q1: 77 shares 77 $324K 0.04% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares; 2026Q1: 7,325 shares 7,325 $323K 0.04% +2,117 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: 558 shares; 2024Q4: 628 shares; 2025Q1: 711 shares; 2025Q2: 801 shares; 2025Q3: 3,090 shares; 2025Q4: 2,740 shares; 2026Q1: 744 shares 744 $322K 0.04% -1,996 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,752 shares; 2025Q1: 2,058 shares; 2025Q2: 2,024 shares; 2025Q3: 2,004 shares; 2025Q4: 2,100 shares; 2026Q1: 2,603 shares 2,603 $315K 0.04% +503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,341 shares; 2026Q1: 6,670 shares 6,670 $314K 0.04% +329 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 783 shares; 2025Q1: 846 shares; 2025Q2: 1,024 shares; 2025Q3: 957 shares; 2025Q4: 715 shares; 2026Q1: 577 shares 577 $313K 0.04% -138 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: 1,072 shares; 2026Q1: 1,103 shares 1,103 $311K 0.04% +31 Timeline HEI 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: 1,057 shares; 2025Q3: 1,132 shares; 2025Q4: 1,052 shares; 2026Q1: 1,133 shares 1,133 $311K 0.04% +81 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,542 shares 16,542 $308K 0.04% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 1,009 shares; 2025Q1: 1,118 shares; 2025Q2: 1,116 shares; 2025Q3: 1,274 shares; 2025Q4: 1,392 shares; 2026Q1: 1,459 shares 1,459 $306K 0.04% +67 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,859 shares; 2026Q1: 17,741 shares 17,741 $306K 0.04% +6,882 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: 789 shares; 2024Q4: 773 shares; 2025Q1: 901 shares; 2025Q2: 1,084 shares; 2025Q3: 1,119 shares; 2025Q4: not reported; 2026Q1: 615 shares 615 $305K 0.04% new 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: 3,010 shares; 2024Q4: 4,300 shares; 2025Q1: 5,775 shares; 2025Q2: 6,865 shares; 2025Q3: 6,950 shares; 2025Q4: 6,832 shares; 2026Q1: 3,677 shares 3,677 $304K 0.04% -3,155 Timeline IDEV 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: 3,618 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 3,618 shares; 2025Q4: 3,618 shares; 2026Q1: 3,618 shares 3,618 $302K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,135 shares; 2025Q4: 3,236 shares; 2026Q1: 4,156 shares 4,156 $301K 0.04% +920 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 551 shares 551 $300K 0.04% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,938 shares; 2025Q1: 2,927 shares; 2025Q2: 2,935 shares; 2025Q3: 2,918 shares; 2025Q4: 1,958 shares; 2026Q1: 1,953 shares 1,953 $299K 0.04% -5 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 4,275 shares; 2025Q3: 5,042 shares; 2025Q4: 3,785 shares; 2026Q1: 3,658 shares 3,658 $296K 0.04% -127 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,152 shares; 2025Q2: 4,899 shares; 2025Q3: 4,497 shares; 2025Q4: not reported; 2026Q1: 8,299 shares 8,299 $294K 0.04% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 1,121 shares; 2025Q1: 1,263 shares; 2025Q2: 1,280 shares; 2025Q3: 1,340 shares; 2025Q4: 1,564 shares; 2026Q1: 1,696 shares 1,696 $293K 0.04% +132 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 3,888 shares; 2025Q3: 3,703 shares; 2025Q4: 3,034 shares; 2026Q1: 1,951 shares 1,951 $292K 0.04% -1,083 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 955 shares; 2025Q1: 939 shares; 2025Q2: 956 shares; 2025Q3: 938 shares; 2025Q4: 939 shares; 2026Q1: 945 shares 945 $287K 0.04% +6 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 274 shares; 2025Q1: 324 shares; 2025Q2: 325 shares; 2025Q3: 365 shares; 2025Q4: 255 shares; 2026Q1: 164 shares 164 $284K 0.04% -91 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 402 shares; 2025Q4: 346 shares; 2026Q1: 386 shares 386 $281K 0.04% +40 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: 2,938 shares; 2024Q4: 3,004 shares; 2025Q1: 3,522 shares; 2025Q2: 2,289 shares; 2025Q3: not reported; 2025Q4: 1,964 shares; 2026Q1: 2,210 shares 2,210 $277K 0.04% +246 Timeline EWT 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: not reported; 2026Q1: 3,899 shares 3,899 $277K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 2,735 shares; 2025Q3: 2,977 shares; 2025Q4: 3,061 shares; 2026Q1: 2,984 shares 2,984 $275K 0.04% -77 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,129 shares; 2025Q1: 2,160 shares; 2025Q2: 2,094 shares; 2025Q3: 1,992 shares; 2025Q4: 1,763 shares; 2026Q1: 1,602 shares 1,602 $274K 0.04% -161 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: 1,314 shares; 2025Q1: 1,424 shares; 2025Q2: 1,534 shares; 2025Q3: 1,628 shares; 2025Q4: 1,639 shares; 2026Q1: 1,320 shares 1,320 $274K 0.04% -319 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,972 shares; 2026Q1: 5,378 shares 5,378 $273K 0.04% +406 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,682 shares; 2025Q4: 1,988 shares; 2026Q1: 1,806 shares 1,806 $272K 0.04% -182 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 803 shares; 2025Q1: 842 shares; 2025Q2: 1,005 shares; 2025Q3: 972 shares; 2025Q4: 823 shares; 2026Q1: 890 shares 890 $271K 0.04% +67 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 935 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,143 shares; 2025Q4: 947 shares; 2026Q1: 905 shares 905 $270K 0.04% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,018 shares 1,018 $270K 0.04% -293 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares 910 $270K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,791 shares; 2026Q1: 10,276 shares 10,276 $268K 0.04% +2,485 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: 5,927 shares; 2024Q4: 11,576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,381 shares 2,381 $268K 0.04% new Timeline MTUM 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: 1,084 shares; 2025Q3: 1,037 shares; 2025Q4: 1,102 shares; 2026Q1: 1,108 shares 1,108 $266K 0.04% +6 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,466 shares; 2025Q1: 1,564 shares; 2025Q2: 1,617 shares; 2025Q3: 1,479 shares; 2025Q4: 2,148 shares; 2026Q1: 1,680 shares 1,680 $266K 0.04% -468 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 1,031 shares; 2025Q3: 967 shares; 2025Q4: 1,051 shares; 2026Q1: 908 shares 908 $265K 0.04% -143 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 188 shares; 2026Q1: 275 shares 275 $264K 0.04% +87 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: 2,495 shares; 2024Q4: 2,337 shares; 2025Q1: 2,469 shares; 2025Q2: 2,372 shares; 2025Q3: 2,310 shares; 2025Q4: 2,171 shares; 2026Q1: 1,801 shares 1,801 $261K 0.04% -370 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: 7,146 shares; 2025Q1: 5,005 shares; 2025Q2: 19,423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,148 shares 3,148 $260K 0.04% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,868 shares; 2025Q1: 2,971 shares; 2025Q2: 2,535 shares; 2025Q3: 2,490 shares; 2025Q4: 2,119 shares; 2026Q1: 1,789 shares 1,789 $260K 0.04% -330 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,198 shares; 2025Q2: not reported; 2025Q3: 3,634 shares; 2025Q4: 4,078 shares; 2026Q1: 4,231 shares 4,231 $260K 0.04% +153 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,562 shares; 2024Q4: 19,225 shares; 2025Q1: 19,551 shares; 2025Q2: 19,810 shares; 2025Q3: 19,844 shares; 2025Q4: 20,608 shares; 2026Q1: 25,756 shares 25,756 $258K 0.04% +5,148 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: 1,576 shares; 2024Q4: 2,773 shares; 2025Q1: 3,074 shares; 2025Q2: 3,076 shares; 2025Q3: 1,291 shares; 2025Q4: 1,590 shares; 2026Q1: 1,685 shares 1,685 $257K 0.03% +95 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,736 shares 1,736 $256K 0.03% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 5,784 shares; 2025Q1: 5,368 shares; 2025Q2: 5,556 shares; 2025Q3: 6,408 shares; 2025Q4: 6,144 shares; 2026Q1: 5,811 shares 5,811 $255K 0.03% -333 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: 2,418 shares; 2025Q3: 2,288 shares; 2025Q4: 2,114 shares; 2026Q1: 2,143 shares 2,143 $253K 0.03% +29 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,272 shares 2,272 $252K 0.03% new Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,291 shares; 2025Q3: 3,136 shares; 2025Q4: 3,007 shares; 2026Q1: 2,952 shares 2,952 $251K 0.03% -55 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: 690 shares; 2024Q4: 675 shares; 2025Q1: 670 shares; 2025Q2: 583 shares; 2025Q3: 592 shares; 2025Q4: 566 shares; 2026Q1: 559 shares 559 $248K 0.03% -7 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,908 shares; 2025Q1: 6,582 shares; 2025Q2: 6,728 shares; 2025Q3: 3,551 shares; 2025Q4: 3,881 shares; 2026Q1: 4,098 shares 4,098 $248K 0.03% +217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,152 shares 5,152 $248K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,847 shares; 2025Q2: 3,118 shares; 2025Q3: 3,238 shares; 2025Q4: 3,112 shares; 2026Q1: 3,111 shares 3,111 $247K 0.03% -1 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: not reported; 2024Q4: 7,425 shares; 2025Q1: not reported; 2025Q2: 7,336 shares; 2025Q3: 7,549 shares; 2025Q4: not reported; 2026Q1: 7,370 shares 7,370 $247K 0.03% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,431 shares; 2025Q4: not reported; 2026Q1: 1,564 shares 1,564 $246K 0.03% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,131 shares 2,131 $246K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares 212 $246K 0.03% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 511 shares 511 $243K 0.03% new 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: 722 shares; 2025Q3: 808 shares; 2025Q4: 781 shares; 2026Q1: 615 shares 615 $240K 0.03% -166 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,343 shares; 2026Q1: 11,300 shares 11,300 $239K 0.03% +2,957 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,663 shares; 2025Q1: 22,659 shares; 2025Q2: 21,363 shares; 2025Q3: 14,254 shares; 2025Q4: 7,876 shares; 2026Q1: 6,544 shares 6,544 $239K 0.03% -1,332 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,651 shares 3,651 $238K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,235 shares 3,235 $235K 0.03% new Timeline FROG JFROG LTD More: the full row for JFROG 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: not reported; 2026Q1: 5,010 shares 5,010 $235K 0.03% new Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares 1,553 $234K 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,426 shares 3,426 $233K 0.03% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,195 shares; 2025Q1: 4,998 shares; 2025Q2: 4,890 shares; 2025Q3: 3,739 shares; 2025Q4: 1,909 shares; 2026Q1: 1,368 shares 1,368 $231K 0.03% -541 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,736 shares 1,736 $231K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,883 shares; 2025Q3: 1,777 shares; 2025Q4: 1,464 shares; 2026Q1: 1,178 shares 1,178 $230K 0.03% -286 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: 8,005 shares; 2024Q4: 6,114 shares; 2025Q1: 5,413 shares; 2025Q2: not reported; 2025Q3: 4,104 shares; 2025Q4: 3,184 shares; 2026Q1: 2,891 shares 2,891 $230K 0.03% -293 Timeline MOAT 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: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 2,363 shares 2,363 $229K 0.03% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,801 shares; 2024Q4: 22,574 shares; 2025Q1: 22,545 shares; 2025Q2: 20,204 shares; 2025Q3: 15,607 shares; 2025Q4: 10,643 shares; 2026Q1: 6,718 shares 6,718 $227K 0.03% -3,925 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048 $226K 0.03% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 2,562 shares; 2026Q1: 2,400 shares 2,400 $225K 0.03% -162 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 6,190 shares; 2025Q4: 6,882 shares; 2026Q1: 7,358 shares 7,358 $224K 0.03% +476 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,349 shares 4,349 $223K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares 2,347 $221K 0.03% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,328 shares 2,328 $220K 0.03% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,418 shares; 2025Q1: 3,327 shares; 2025Q2: 3,259 shares; 2025Q3: 3,075 shares; 2025Q4: 2,394 shares; 2026Q1: 2,214 shares 2,214 $220K 0.03% -180 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares 690 $220K 0.03% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,140 shares 1,140 $219K 0.03% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,273 shares; 2025Q1: 3,542 shares; 2025Q2: 3,644 shares; 2025Q3: 3,840 shares; 2025Q4: 3,318 shares; 2026Q1: 2,511 shares 2,511 $219K 0.03% -807 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,586 shares 1,586 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,139 shares 7,139 $214K 0.03% new Timeline LQD 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: 5,834 shares; 2024Q4: 4,478 shares; 2025Q1: 3,985 shares; 2025Q2: 3,678 shares; 2025Q3: 3,160 shares; 2025Q4: 2,319 shares; 2026Q1: 1,961 shares 1,961 $214K 0.03% -358 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,938 shares 1,938 $213K 0.03% new 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: 1,852 shares; 2024Q4: 1,977 shares; 2025Q1: 2,173 shares; 2025Q2: 2,117 shares; 2025Q3: 2,019 shares; 2025Q4: 1,675 shares; 2026Q1: 1,308 shares 1,308 $213K 0.03% -367 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,531 shares 12,531 $211K 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 6,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,654 shares; 2025Q4: 2,588 shares; 2026Q1: 2,283 shares 2,283 $209K 0.03% -305 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815 shares; 2025Q3: 2,675 shares; 2025Q4: 2,367 shares; 2026Q1: 2,142 shares 2,142 $207K 0.03% -225 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: 595 shares; 2024Q4: 682 shares; 2025Q1: 789 shares; 2025Q2: 892 shares; 2025Q3: 870 shares; 2025Q4: 836 shares; 2026Q1: 628 shares 628 $206K 0.03% -208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 904 shares; 2026Q1: 732 shares 732 $204K 0.03% -172 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: 900 shares; 2024Q4: not reported; 2025Q1: 1,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 932 shares; 2026Q1: 1,076 shares 1,076 $204K 0.03% +144 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,167 shares 4,167 $203K 0.03% new Timeline VOT 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: 930 shares; 2025Q1: 1,945 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787 shares 787 $203K 0.03% new 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: 1,315 shares; 2024Q4: 1,310 shares; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,542 shares; 2025Q4: 1,590 shares; 2026Q1: 1,748 shares 1,748 $201K 0.03% +158 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: 88,864 shares; 2024Q4: 94,052 shares; 2025Q1: 103,316 shares; 2025Q2: 12,894 shares; 2025Q3: 15,245 shares; 2025Q4: 30,728 shares; 2026Q1: 39,706 shares 39,706 $200K 0.03% +8,978 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,511 shares; 2024Q4: 37,875 shares; 2025Q1: 36,621 shares; 2025Q2: 44,602 shares; 2025Q3: 32,707 shares; 2025Q4: 20,391 shares; 2026Q1: 12,992 shares 12,992 $195K 0.03% -7,399 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,602 shares 11,602 $191K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,161 shares; 2024Q4: 13,005 shares; 2025Q1: 13,932 shares; 2025Q2: 12,757 shares; 2025Q3: 14,218 shares; 2025Q4: 15,289 shares; 2026Q1: 16,230 shares 16,230 $187K 0.03% +941 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,946 shares 22,946 $184K 0.03% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,136 shares 10,136 $152K 0.02% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,415 shares; 2024Q4: 13,457 shares; 2025Q1: 13,523 shares; 2025Q2: 13,238 shares; 2025Q3: 12,645 shares; 2025Q4: 12,084 shares; 2026Q1: 11,324 shares 11,324 $134K 0.02% -760 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,446 shares; 2026Q1: 11,318 shares 11,318 $66.9K 0.01% +872 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,066 shares; 2024Q4: 10,060 shares; 2025Q1: 10,060 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $44.2K 0.01% 0 Timeline