MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458,515 shares; 2025Q4: 454,067 shares; 2026Q1: 440,098 shares 440,098 $104M 5.12% -13,969 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,661 shares; 2024Q4: 27,780 shares; 2025Q1: 29,314 shares; 2025Q2: 25,940 shares; 2025Q3: 187,269 shares; 2025Q4: 186,835 shares; 2026Q1: 182,106 shares 182,106 $58.4M 2.88% -4,729 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: 356,715 shares; 2024Q4: 399,689 shares; 2025Q1: 445,895 shares; 2025Q2: 444,020 shares; 2025Q3: 478,003 shares; 2025Q4: 656,464 shares; 2026Q1: 758,822 shares 758,822 $58.1M 2.86% +102,358 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: 39,868 shares; 2024Q4: 39,591 shares; 2025Q1: 38,308 shares; 2025Q2: 14,524 shares; 2025Q3: 13,962 shares; 2025Q4: 115,902 shares; 2026Q1: 88,453 shares 88,453 $57.5M 2.83% -27,449 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123,541 shares; 2024Q4: 1,234,639 shares; 2025Q1: 1,375,404 shares; 2025Q2: 1,349,276 shares; 2025Q3: 1,404,577 shares; 2025Q4: 1,493,672 shares; 2026Q1: 1,740,756 shares 1,740,756 $50.5M 2.49% +247,084 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: 26,800 shares; 2024Q4: 53,052 shares; 2025Q1: 65,871 shares; 2025Q2: 51,136 shares; 2025Q3: 1,990,424 shares; 2025Q4: 1,984,987 shares; 2026Q1: 1,890,225 shares 1,890,225 $46.8M 2.3% -94,762 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: 231,999 shares; 2024Q4: 239,710 shares; 2025Q1: 244,066 shares; 2025Q2: 159,111 shares; 2025Q3: 164,496 shares; 2025Q4: 176,486 shares; 2026Q1: 176,478 shares 176,478 $44.8M 2.2% -8 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,309 shares; 2024Q4: 510,514 shares; 2025Q1: 577,281 shares; 2025Q2: 737,966 shares; 2025Q3: 774,793 shares; 2025Q4: 812,905 shares; 2026Q1: 965,686 shares 965,686 $41.1M 2.02% +152,781 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 6,188 shares; 2025Q1: 5,756 shares; 2025Q2: 5,609 shares; 2025Q3: 319,945 shares; 2025Q4: 318,270 shares; 2026Q1: 287,937 shares 287,937 $41M 2.02% -30,333 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,051 shares; 2024Q4: 305,844 shares; 2025Q1: 298,510 shares; 2025Q2: 296,786 shares; 2025Q3: 305,459 shares; 2025Q4: 305,066 shares; 2026Q1: 342,865 shares 342,865 $36M 1.77% +37,799 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: 196,811 shares; 2024Q4: 212,952 shares; 2025Q1: 221,453 shares; 2025Q2: 103,947 shares; 2025Q3: 106,898 shares; 2025Q4: 138,313 shares; 2026Q1: 141,408 shares 141,408 $29.5M 1.45% +3,095 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: 346,855 shares; 2024Q4: 412,473 shares; 2025Q1: 440,362 shares; 2025Q2: 507,962 shares; 2025Q3: 515,899 shares; 2025Q4: 529,627 shares; 2026Q1: 644,327 shares 644,327 $29.4M 1.45% +114,700 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: 122,021 shares; 2024Q4: 122,975 shares; 2025Q1: 137,390 shares; 2025Q2: 71,869 shares; 2025Q3: 69,263 shares; 2025Q4: 77,603 shares; 2026Q1: 79,262 shares 79,262 $29.3M 1.44% +1,659 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,165 shares; 2025Q4: 100,246 shares; 2026Q1: 98,652 shares 98,652 $28.3M 1.39% -1,594 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: 147,294 shares; 2024Q4: 148,613 shares; 2025Q1: 174,406 shares; 2025Q2: 103,297 shares; 2025Q3: 94,316 shares; 2025Q4: 97,135 shares; 2026Q1: 98,051 shares 98,051 $28.2M 1.39% +916 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: 293,122 shares; 2024Q4: 324,256 shares; 2025Q1: 370,414 shares; 2025Q2: 143,695 shares; 2025Q3: 151,042 shares; 2025Q4: 172,497 shares; 2026Q1: 160,616 shares 160,616 $28M 1.38% -11,881 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 11,440 shares; 2025Q1: 11,502 shares; 2025Q2: 11,321 shares; 2025Q3: 109,182 shares; 2025Q4: 108,810 shares; 2026Q1: 106,896 shares 106,896 $28M 1.38% -1,914 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: 4,028 shares; 2025Q3: 379,738 shares; 2025Q4: 372,749 shares; 2026Q1: 438,827 shares 438,827 $26.1M 1.29% +66,078 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: 195,647 shares; 2024Q4: 220,767 shares; 2025Q1: 296,429 shares; 2025Q2: 333,313 shares; 2025Q3: 408,895 shares; 2025Q4: 422,138 shares; 2026Q1: 477,633 shares 477,633 $25.8M 1.27% +55,495 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,158 shares; 2024Q4: 141,138 shares; 2025Q1: 132,352 shares; 2025Q2: 137,428 shares; 2025Q3: 382,410 shares; 2025Q4: 379,645 shares; 2026Q1: 373,156 shares 373,156 $23.9M 1.18% -6,489 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,077 shares; 2024Q4: 38,841 shares; 2025Q1: 36,360 shares; 2025Q2: 33,934 shares; 2025Q3: 32,009 shares; 2025Q4: 45,821 shares; 2026Q1: 49,545 shares 49,545 $21.1M 1.04% +3,724 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: 14,907 shares; 2024Q4: 13,406 shares; 2025Q1: 12,907 shares; 2025Q2: 16,546 shares; 2025Q3: 279,999 shares; 2025Q4: 273,210 shares; 2026Q1: 241,420 shares 241,420 $19.9M 0.98% -31,790 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: 121,068 shares; 2024Q4: 118,525 shares; 2025Q1: 113,128 shares; 2025Q2: 108,552 shares; 2025Q3: 114,205 shares; 2025Q4: 116,090 shares; 2026Q1: 128,075 shares 128,075 $19M 0.93% +11,985 Timeline VONG 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: 143,356 shares; 2024Q4: 127,477 shares; 2025Q1: 138,439 shares; 2025Q2: 112,218 shares; 2025Q3: 117,924 shares; 2025Q4: 120,350 shares; 2026Q1: 163,154 shares 163,154 $17.9M 0.88% +42,804 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: 89,100 shares; 2024Q4: 89,933 shares; 2025Q1: 90,497 shares; 2025Q2: 56,752 shares; 2025Q3: 50,722 shares; 2025Q4: 60,092 shares; 2026Q1: 59,066 shares 59,066 $17.4M 0.86% -1,026 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: 3,611 shares; 2024Q4: 3,878 shares; 2025Q1: 4,224 shares; 2025Q2: 3,428 shares; 2025Q3: 6,014 shares; 2025Q4: 23,657 shares; 2026Q1: 27,209 shares 27,209 $15.7M 0.77% +3,552 Timeline VXF 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: 70,296 shares; 2024Q4: 73,168 shares; 2025Q1: 110,890 shares; 2025Q2: 56,008 shares; 2025Q3: 63,431 shares; 2025Q4: 64,925 shares; 2026Q1: 73,386 shares 73,386 $15.1M 0.74% +8,461 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: 15,590 shares; 2024Q4: 16,738 shares; 2025Q1: 19,670 shares; 2025Q2: 15,617 shares; 2025Q3: 448,762 shares; 2025Q4: 448,515 shares; 2026Q1: 434,831 shares 434,831 $14.3M 0.71% -13,684 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: 45,405 shares; 2024Q4: 51,184 shares; 2025Q1: 56,338 shares; 2025Q2: 17,688 shares; 2025Q3: 17,978 shares; 2025Q4: 24,051 shares; 2026Q1: 24,898 shares 24,898 $14.2M 0.7% +847 Timeline VYMI 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: 230,013 shares; 2024Q4: 220,282 shares; 2025Q1: 186,648 shares; 2025Q2: 178,108 shares; 2025Q3: 168,250 shares; 2025Q4: 159,311 shares; 2026Q1: 148,262 shares 148,262 $14M 0.69% -11,049 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,113 shares; 2025Q4: 45,127 shares; 2026Q1: 45,127 shares 45,127 $13.5M 0.66% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 25,389 shares; 2025Q1: 176,492 shares; 2025Q2: 217,072 shares; 2025Q3: 187,751 shares; 2025Q4: 208,054 shares; 2026Q1: 262,511 shares 262,511 $13.2M 0.65% +54,457 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: 52,234 shares; 2024Q4: 101,147 shares; 2025Q1: 117,535 shares; 2025Q2: 112,250 shares; 2025Q3: 116,218 shares; 2025Q4: 118,620 shares; 2026Q1: 135,106 shares 135,106 $13.2M 0.65% +16,486 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: 65,014 shares; 2024Q4: 61,205 shares; 2025Q1: 63,920 shares; 2025Q2: 34,958 shares; 2025Q3: 33,786 shares; 2025Q4: 33,208 shares; 2026Q1: 29,910 shares 29,910 $13.1M 0.64% -3,298 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,454 shares; 2024Q4: 155,552 shares; 2025Q1: 158,266 shares; 2025Q2: 154,302 shares; 2025Q3: 162,856 shares; 2025Q4: 166,236 shares; 2026Q1: 206,860 shares 206,860 $13M 0.64% +40,624 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: 2,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,701 shares; 2025Q4: 147,420 shares; 2026Q1: 150,297 shares 150,297 $12.4M 0.61% +2,877 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: 63,431 shares; 2024Q4: 65,446 shares; 2025Q1: 67,003 shares; 2025Q2: 32,925 shares; 2025Q3: 29,879 shares; 2025Q4: 40,728 shares; 2026Q1: 39,230 shares 39,230 $12.1M 0.6% -1,498 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,908 shares; 2025Q3: 238,044 shares; 2025Q4: 247,262 shares; 2026Q1: 291,405 shares 291,405 $11.5M 0.57% +44,143 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,356 shares; 2025Q1: 75,063 shares; 2025Q2: 114,516 shares; 2025Q3: 126,008 shares; 2025Q4: 130,687 shares; 2026Q1: 155,754 shares 155,754 $10.9M 0.54% +25,067 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: 3,913 shares; 2024Q4: 353,317 shares; 2025Q1: 362,606 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,959 shares; 2026Q1: 125,383 shares 125,383 $10.9M 0.53% +113,424 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: 25,929 shares; 2024Q4: 26,041 shares; 2025Q1: 26,502 shares; 2025Q2: 19,750 shares; 2025Q3: 19,718 shares; 2025Q4: 22,064 shares; 2026Q1: 22,146 shares 22,146 $10.6M 0.52% +82 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456,157 shares; 2024Q4: 436,233 shares; 2025Q1: 285,954 shares; 2025Q2: 257,217 shares; 2025Q3: 253,915 shares; 2025Q4: 236,026 shares; 2026Q1: 232,785 shares 232,785 $10.4M 0.51% -3,241 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,027 shares 128,027 $10.2M 0.5% new 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: 83,361 shares; 2024Q4: 91,194 shares; 2025Q1: 99,183 shares; 2025Q2: 51,650 shares; 2025Q3: 47,671 shares; 2025Q4: 50,239 shares; 2026Q1: 60,352 shares 60,352 $10.2M 0.5% +10,113 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,284 shares; 2024Q4: 13,133 shares; 2025Q1: 12,857 shares; 2025Q2: 12,608 shares; 2025Q3: 100,848 shares; 2025Q4: 99,985 shares; 2026Q1: 97,970 shares 97,970 $9.52M 0.47% -2,015 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: 6,254 shares; 2024Q4: 11,809 shares; 2025Q1: 12,796 shares; 2025Q2: 12,917 shares; 2025Q3: 12,772 shares; 2025Q4: 40,400 shares; 2026Q1: 48,650 shares 48,650 $9.34M 0.46% +8,250 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 3,472 shares; 2025Q1: 7,619 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,905 shares; 2026Q1: 39,027 shares 39,027 $9.27M 0.46% -4,878 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: 5,362 shares; 2024Q4: 5,409 shares; 2025Q1: 5,330 shares; 2025Q2: 4,448 shares; 2025Q3: 12,683 shares; 2025Q4: 12,930 shares; 2026Q1: 13,629 shares 13,629 $8.9M 0.44% +699 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,453 shares; 2024Q4: 551,489 shares; 2025Q1: 549,088 shares; 2025Q2: 212,946 shares; 2025Q3: 205,330 shares; 2025Q4: 182,563 shares; 2026Q1: 166,889 shares 166,889 $8.77M 0.43% -15,674 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: 92,798 shares; 2024Q4: 93,528 shares; 2025Q1: 120,632 shares; 2025Q2: 107,411 shares; 2025Q3: 108,615 shares; 2025Q4: 113,651 shares; 2026Q1: 109,211 shares 109,211 $8.47M 0.42% -4,440 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,020 shares; 2025Q4: 191,136 shares; 2026Q1: 169,428 shares 169,428 $8.46M 0.42% -21,708 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: 67,217 shares; 2024Q4: 69,827 shares; 2025Q1: 65,970 shares; 2025Q2: 10,093 shares; 2025Q3: 13,642 shares; 2025Q4: 21,603 shares; 2026Q1: 22,633 shares 22,633 $8.41M 0.41% +1,030 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,440 shares; 2025Q3: 74,070 shares; 2025Q4: 73,148 shares; 2026Q1: 70,122 shares 70,122 $8.32M 0.41% -3,026 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: 70,322 shares; 2024Q4: 70,939 shares; 2025Q1: 75,165 shares; 2025Q2: 17,185 shares; 2025Q3: 19,496 shares; 2025Q4: 24,938 shares; 2026Q1: 28,195 shares 28,195 $8.09M 0.4% +3,257 Timeline MBB 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: 20,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,599 shares; 2025Q4: 90,375 shares; 2026Q1: 83,909 shares 83,909 $7.97M 0.39% -6,466 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,356 shares; 2024Q4: 305,023 shares; 2025Q1: 155,587 shares; 2025Q2: 146,999 shares; 2025Q3: 143,702 shares; 2025Q4: 133,991 shares; 2026Q1: 126,265 shares 126,265 $7.9M 0.39% -7,726 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,174 shares; 2025Q4: 66,305 shares; 2026Q1: 69,134 shares 69,134 $7.7M 0.38% +2,829 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: 56,209 shares; 2024Q4: 54,946 shares; 2025Q1: 62,994 shares; 2025Q2: 44,546 shares; 2025Q3: 42,539 shares; 2025Q4: 31,703 shares; 2026Q1: 31,240 shares 31,240 $7.64M 0.38% -463 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: 4,821 shares; 2024Q4: 5,235 shares; 2025Q1: 5,009 shares; 2025Q2: 3,195 shares; 2025Q3: 5,069,374 shares; 2025Q4: 5,069,377 shares; 2026Q1: 5,069,302 shares 5,069,302 $7.49M -75 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,543 shares; 2024Q4: 185,036 shares; 2025Q1: 6,140 shares; 2025Q2: 5,940 shares; 2025Q3: 170,330 shares; 2025Q4: 168,397 shares; 2026Q1: 159,575 shares 159,575 $7.46M 0.37% -8,822 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,247 shares; 2025Q4: 77,287 shares; 2026Q1: 73,954 shares 73,954 $7.35M 0.36% -3,333 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: 8,075 shares; 2024Q4: 8,345 shares; 2025Q1: 9,022 shares; 2025Q2: 6,350 shares; 2025Q3: 6,205 shares; 2025Q4: 28,297 shares; 2026Q1: 24,295 shares 24,295 $7.35M 0.36% -4,002 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,831 shares; 2025Q1: 9,896 shares; 2025Q2: 9,492 shares; 2025Q3: 14,091 shares; 2025Q4: 24,950 shares; 2026Q1: 27,494 shares 27,494 $7.3M 0.36% +2,544 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: 11,659 shares; 2024Q4: 11,469 shares; 2025Q1: 11,636 shares; 2025Q2: 11,061 shares; 2025Q3: 10,213 shares; 2025Q4: 10,163 shares; 2026Q1: 10,242 shares 10,242 $7.26M 0.36% +79 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: 9,140 shares; 2024Q4: 10,097 shares; 2025Q1: 10,658 shares; 2025Q2: 8,829 shares; 2025Q3: 7,521 shares; 2025Q4: 7,429 shares; 2026Q1: 7,266 shares 7,266 $7.24M 0.36% -163 Timeline SCHP 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: 322,703 shares; 2025Q4: 317,307 shares; 2026Q1: 269,525 shares 269,525 $7.17M 0.35% -47,782 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: 27,647 shares; 2024Q4: 27,861 shares; 2025Q1: 32,163 shares; 2025Q2: 25,392 shares; 2025Q3: 27,325 shares; 2025Q4: 32,752 shares; 2026Q1: 32,839 shares 32,839 $7.14M 0.35% +87 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,668 shares; 2024Q4: 34,513 shares; 2025Q1: 35,608 shares; 2025Q2: 43,968 shares; 2025Q3: 45,598 shares; 2025Q4: 46,829 shares; 2026Q1: 46,093 shares 46,093 $6.74M 0.33% -736 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: 11,692 shares; 2024Q4: 26,554 shares; 2025Q1: 28,412 shares; 2025Q2: 24,215 shares; 2025Q3: 28,494 shares; 2025Q4: 38,684 shares; 2026Q1: 41,207 shares 41,207 $6.61M 0.33% +2,523 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: 3,523 shares; 2024Q4: 3,942 shares; 2025Q1: 4,235 shares; 2025Q2: 2,576 shares; 2025Q3: 2,611 shares; 2025Q4: 7,227 shares; 2026Q1: 7,099 shares 7,099 $6.53M 0.32% -128 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 12,969 shares; 2025Q3: 15,403 shares; 2025Q4: 27,736 shares; 2026Q1: 32,883 shares 32,883 $6.42M 0.32% +5,147 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,164 shares; 2024Q4: 19,579 shares; 2025Q1: 19,431 shares; 2025Q2: 17,154 shares; 2025Q3: 17,040 shares; 2025Q4: 19,659 shares; 2026Q1: 93,626 shares 93,626 $6.41M 0.32% +73,967 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: 154,513 shares; 2024Q4: 81,121 shares; 2025Q1: 71,974 shares; 2025Q2: 48,230 shares; 2025Q3: 45,474 shares; 2025Q4: 46,439 shares; 2026Q1: 43,675 shares 43,675 $6.39M 0.31% -2,764 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: 3,087 shares; 2024Q4: 3,316 shares; 2025Q1: 4,291 shares; 2025Q2: 36,909 shares; 2025Q3: 43,638 shares; 2025Q4: 71,267 shares; 2026Q1: 69,180 shares 69,180 $6.39M 0.31% -2,087 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: 19,507 shares; 2024Q4: 18,826 shares; 2025Q1: 19,079 shares; 2025Q2: 16,021 shares; 2025Q3: 15,322 shares; 2025Q4: 35,506 shares; 2026Q1: 37,994 shares 37,994 $6.28M 0.31% +2,488 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: 7,137 shares; 2024Q4: 7,288 shares; 2025Q1: 8,124 shares; 2025Q2: 4,634 shares; 2025Q3: 6,086 shares; 2025Q4: 12,220 shares; 2026Q1: 12,445 shares 12,445 $6.22M 0.31% +225 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,659 shares; 2024Q4: 69,348 shares; 2025Q1: 69,296 shares; 2025Q2: 80,838 shares; 2025Q3: 78,955 shares; 2025Q4: 77,840 shares; 2026Q1: 61,740 shares 61,740 $6.21M 0.31% -16,100 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: 1,485 shares; 2024Q4: not reported; 2025Q1: 6,606 shares; 2025Q2: 5,667 shares; 2025Q3: 8,583 shares; 2025Q4: 22,565 shares; 2026Q1: 25,097 shares 25,097 $6.2M 0.31% +2,532 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,630 shares; 2026Q1: 133,651 shares 133,651 $6.17M 0.3% +4,021 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: 33,235 shares; 2024Q4: 34,172 shares; 2025Q1: 35,038 shares; 2025Q2: 26,726 shares; 2025Q3: 24,775 shares; 2025Q4: 18,360 shares; 2026Q1: 17,653 shares 17,653 $5.81M 0.29% -707 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: 12,330 shares; 2024Q4: 14,064 shares; 2025Q1: 14,881 shares; 2025Q2: 16,032 shares; 2025Q3: 32,930 shares; 2025Q4: 51,852 shares; 2026Q1: 53,158 shares 53,158 $5.75M 0.28% +1,306 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: 15,107 shares; 2025Q1: 17,159 shares; 2025Q2: 11,927 shares; 2025Q3: 14,270 shares; 2025Q4: 25,618 shares; 2026Q1: 26,815 shares 26,815 $5.73M 0.28% +1,197 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: 29,365 shares; 2024Q4: 30,357 shares; 2025Q1: 26,584 shares; 2025Q2: 23,516 shares; 2025Q3: 21,276 shares; 2025Q4: 34,250 shares; 2026Q1: 36,891 shares 36,891 $5.73M 0.28% +2,641 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: not reported; 2024Q4: not reported; 2025Q1: 4,824 shares; 2025Q2: 6,826 shares; 2025Q3: 8,556 shares; 2025Q4: 14,423 shares; 2026Q1: 15,707 shares 15,707 $5.7M 0.28% +1,284 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,045 shares; 2025Q4: 53,964 shares; 2026Q1: 51,620 shares 51,620 $5.7M 0.28% -2,344 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,584 shares; 2025Q1: 5,216 shares; 2025Q2: 18,325 shares; 2025Q3: 37,274 shares; 2025Q4: 77,043 shares; 2026Q1: 62,127 shares 62,127 $5.69M 0.28% -14,916 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: 69,052 shares; 2024Q4: 64,359 shares; 2025Q1: 65,585 shares; 2025Q2: 43,152 shares; 2025Q3: 42,310 shares; 2025Q4: 37,301 shares; 2026Q1: 39,338 shares 39,338 $5.68M 0.28% +2,037 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,204 shares; 2025Q3: 3,345 shares; 2025Q4: 6,434 shares; 2026Q1: 6,503 shares 6,503 $5.63M 0.28% +69 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: 29,897 shares; 2024Q4: 39,499 shares; 2025Q1: 43,153 shares; 2025Q2: 37,747 shares; 2025Q3: 36,690 shares; 2025Q4: 27,514 shares; 2026Q1: 26,963 shares 26,963 $5.58M 0.27% -551 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,730 shares; 2024Q4: 12,306 shares; 2025Q1: 11,256 shares; 2025Q2: 31,497 shares; 2025Q3: 28,254 shares; 2025Q4: 53,292 shares; 2026Q1: 37,611 shares 37,611 $5.51M 0.27% -15,681 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: 42,267 shares; 2024Q4: 39,670 shares; 2025Q1: 45,651 shares; 2025Q2: 22,536 shares; 2025Q3: 29,217 shares; 2025Q4: 33,883 shares; 2026Q1: 45,207 shares 45,207 $5.44M 0.27% +11,324 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: 37,152 shares; 2024Q4: 40,433 shares; 2025Q1: 55,095 shares; 2025Q2: 24,936 shares; 2025Q3: 28,002 shares; 2025Q4: 30,604 shares; 2026Q1: 42,168 shares 42,168 $5.43M 0.27% +11,564 Timeline XLY 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: 36,535 shares; 2026Q1: 48,958 shares 48,958 $5.34M 0.26% +12,423 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,414 shares; 2024Q4: 19,333 shares; 2025Q1: 20,808 shares; 2025Q2: 16,730 shares; 2025Q3: 15,045 shares; 2025Q4: 14,853 shares; 2026Q1: 14,840 shares 14,840 $5.29M 0.26% -13 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: 786 shares; 2024Q4: 785 shares; 2025Q1: 2,238 shares; 2025Q2: 1,554 shares; 2025Q3: 3,254 shares; 2025Q4: 3,510 shares; 2026Q1: 3,582 shares 3,582 $5.27M 0.26% +72 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: 65,738 shares; 2024Q4: 68,681 shares; 2025Q1: 73,283 shares; 2025Q2: 16,009 shares; 2025Q3: 15,349 shares; 2025Q4: 17,383 shares; 2026Q1: 17,284 shares 17,284 $5.22M 0.26% -99 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,511 shares; 2025Q4: 122,970 shares; 2026Q1: 107,310 shares 107,310 $5.11M 0.25% -15,660 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,728 shares; 2025Q3: 37,385 shares; 2025Q4: 37,386 shares; 2026Q1: 36,886 shares 36,886 $5.1M 0.25% -500 Timeline IAGG 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: 101,332 shares; 2025Q4: 101,615 shares; 2026Q1: 101,578 shares 101,578 $5.08M 0.25% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,267 shares; 2026Q1: 52,821 shares 52,821 $5.04M 0.25% +15,554 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: 36,244 shares; 2024Q4: 34,314 shares; 2025Q1: 22,947 shares; 2025Q2: 26,483 shares; 2025Q3: 30,204 shares; 2025Q4: 28,395 shares; 2026Q1: 36,051 shares 36,051 $5.02M 0.25% +7,656 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: 17,752 shares; 2024Q4: 19,591 shares; 2025Q1: 21,794 shares; 2025Q2: 5,194 shares; 2025Q3: 6,720 shares; 2025Q4: 78,206 shares; 2026Q1: 51,928 shares 51,928 $4.99M 0.25% -26,278 Timeline SPIP 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: 193,039 shares; 2025Q4: 191,792 shares; 2026Q1: 189,325 shares 189,325 $4.92M 0.24% -2,467 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: 45,157 shares; 2024Q4: 42,526 shares; 2025Q1: 43,809 shares; 2025Q2: 40,290 shares; 2025Q3: 31,477 shares; 2025Q4: 31,097 shares; 2026Q1: 30,625 shares 30,625 $4.89M 0.24% -472 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: 6,345 shares; 2024Q4: 10,802 shares; 2025Q1: 43,306 shares; 2025Q2: 41,936 shares; 2025Q3: 31,130 shares; 2025Q4: 30,910 shares; 2026Q1: 31,052 shares 31,052 $4.88M 0.24% +142 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,937 shares; 2025Q2: not reported; 2025Q3: 9,526 shares; 2025Q4: 17,025 shares; 2026Q1: 22,691 shares 22,691 $4.79M 0.24% +5,666 Timeline IWP 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: 12,165 shares; 2025Q2: 13,530 shares; 2025Q3: 14,422 shares; 2025Q4: 14,508 shares; 2026Q1: 36,601 shares 36,601 $4.69M 0.23% +22,093 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: 7,979 shares; 2024Q4: 7,875 shares; 2025Q1: 7,855 shares; 2025Q2: 8,959 shares; 2025Q3: 9,305 shares; 2025Q4: 10,128 shares; 2026Q1: 10,833 shares 10,833 $4.66M 0.23% +705 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: 20,160 shares; 2024Q4: 26,159 shares; 2025Q1: 29,191 shares; 2025Q2: 14,523 shares; 2025Q3: 13,445 shares; 2025Q4: 15,152 shares; 2026Q1: 13,360 shares 13,360 $4.51M 0.22% -1,792 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,163 shares; 2025Q1: 13,566 shares; 2025Q2: 11,581 shares; 2025Q3: 17,184 shares; 2025Q4: 40,444 shares; 2026Q1: 51,721 shares 51,721 $4.41M 0.22% +11,277 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: 20,559 shares; 2024Q4: 17,952 shares; 2025Q1: 18,729 shares; 2025Q2: 17,212 shares; 2025Q3: 14,807 shares; 2025Q4: 14,518 shares; 2026Q1: 14,097 shares 14,097 $4.16M 0.2% -421 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: 763 shares; 2024Q4: 780 shares; 2025Q1: 926 shares; 2025Q2: 497 shares; 2025Q3: 794 shares; 2025Q4: 3,641 shares; 2026Q1: 3,132 shares 3,132 $4.14M 0.2% -509 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: 11,935 shares; 2024Q4: 12,059 shares; 2025Q1: 12,815 shares; 2025Q2: 10,441 shares; 2025Q3: 10,411 shares; 2025Q4: 10,425 shares; 2026Q1: 11,995 shares 11,995 $4.1M 0.2% +1,570 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: 20,935 shares; 2024Q4: 21,106 shares; 2025Q1: 24,229 shares; 2025Q2: 23,022 shares; 2025Q3: 26,282 shares; 2025Q4: 20,192 shares; 2026Q1: 20,053 shares 20,053 $4.07M 0.2% -139 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 21,074 shares; 2025Q1: 20,072 shares; 2025Q2: 36,349 shares; 2025Q3: 36,014 shares; 2025Q4: 36,153 shares; 2026Q1: 35,788 shares 35,788 $4.05M 0.2% -365 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: 2,002 shares; 2024Q4: 1,926 shares; 2025Q1: 8,185 shares; 2025Q2: 8,129 shares; 2025Q3: 11,810 shares; 2025Q4: 31,542 shares; 2026Q1: 27,639 shares 27,639 $4M 0.2% -3,903 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: 15,108 shares; 2025Q2: 14,724 shares; 2025Q3: 14,394 shares; 2025Q4: 39,442 shares; 2026Q1: 54,633 shares 54,633 $3.97M 0.2% +15,191 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,493 shares; 2024Q4: 15,319 shares; 2025Q1: 15,027 shares; 2025Q2: 15,727 shares; 2025Q3: 15,712 shares; 2025Q4: 19,112 shares; 2026Q1: 18,585 shares 18,585 $3.97M 0.2% -527 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,260 shares; 2024Q4: 173,078 shares; 2025Q1: 180,276 shares; 2025Q2: 173,031 shares; 2025Q3: 155,844 shares; 2025Q4: 154,435 shares; 2026Q1: 150,735 shares 150,735 $3.86M 0.19% -3,700 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,340 shares; 2025Q2: 30,789 shares; 2025Q3: 37,150 shares; 2025Q4: 41,752 shares; 2026Q1: 42,053 shares 42,053 $3.83M 0.19% +301 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: 6,993 shares; 2024Q4: 12,111 shares; 2025Q1: 15,205 shares; 2025Q2: 13,160 shares; 2025Q3: 11,778 shares; 2025Q4: 13,134 shares; 2026Q1: 15,571 shares 15,571 $3.77M 0.19% +2,437 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,356 shares; 2026Q1: 33,701 shares 33,701 $3.62M 0.18% +21,345 Timeline JEPI 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: 96,567 shares; 2024Q4: 83,534 shares; 2025Q1: 68,690 shares; 2025Q2: 65,319 shares; 2025Q3: 63,859 shares; 2025Q4: 64,690 shares; 2026Q1: 63,640 shares 63,640 $3.61M 0.18% -1,050 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,961 shares; 2025Q4: 16,154 shares; 2026Q1: 21,951 shares 21,951 $3.6M 0.18% +5,797 Timeline IGIB 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: 69,571 shares; 2025Q4: 68,933 shares; 2026Q1: 67,405 shares 67,405 $3.59M 0.18% -1,528 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: 11,131 shares; 2024Q4: 11,735 shares; 2025Q1: 11,270 shares; 2025Q2: 8,850 shares; 2025Q3: 7,914 shares; 2025Q4: 7,611 shares; 2026Q1: 18,013 shares 18,013 $3.57M 0.18% +10,402 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: 158,177 shares; 2024Q4: 139,986 shares; 2025Q1: 169,883 shares; 2025Q2: 39,007 shares; 2025Q3: 38,780 shares; 2025Q4: 37,917 shares; 2026Q1: 121,685 shares 121,685 $3.49M 0.17% +83,768 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,978 shares; 2025Q2: 5,653 shares; 2025Q3: 9,539 shares; 2025Q4: 11,990 shares; 2026Q1: 14,878 shares 14,878 $3.44M 0.17% +2,888 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: 2,365 shares; 2024Q4: 3,349 shares; 2025Q1: 4,879 shares; 2025Q2: 2,777 shares; 2025Q3: 3,181 shares; 2025Q4: 3,443 shares; 2026Q1: 5,686 shares 5,686 $3.4M 0.17% +2,243 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 7,444 shares; 2025Q3: 7,678 shares; 2025Q4: 82,313 shares; 2026Q1: 88,650 shares 88,650 $3.35M 0.17% +6,337 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: 32,974 shares; 2024Q4: 33,073 shares; 2025Q1: 36,782 shares; 2025Q2: 18,530 shares; 2025Q3: 21,597 shares; 2025Q4: 25,870 shares; 2026Q1: 26,944 shares 26,944 $3.35M 0.16% +1,074 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: 16,638 shares; 2024Q4: 21,057 shares; 2025Q1: 21,576 shares; 2025Q2: 20,047 shares; 2025Q3: 18,059 shares; 2025Q4: 17,624 shares; 2026Q1: 17,442 shares 17,442 $3.18M 0.16% -182 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: 13,220 shares; 2025Q2: 13,255 shares; 2025Q3: 24,239 shares; 2025Q4: 29,301 shares; 2026Q1: 38,679 shares 38,679 $3.16M 0.16% +9,378 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: 34,380 shares; 2024Q4: 34,199 shares; 2025Q1: 32,780 shares; 2025Q2: 29,104 shares; 2025Q3: 26,431 shares; 2025Q4: 30,586 shares; 2026Q1: 30,650 shares 30,650 $3.15M 0.15% +64 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,540 shares; 2024Q4: 34,476 shares; 2025Q1: 18,908 shares; 2025Q2: 17,608 shares; 2025Q3: 30,375 shares; 2025Q4: 30,832 shares; 2026Q1: 32,210 shares 32,210 $3.13M 0.15% +1,378 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: 90,174 shares; 2024Q4: 66,442 shares; 2025Q1: 64,773 shares; 2025Q2: 57,643 shares; 2025Q3: 57,483 shares; 2025Q4: 59,590 shares; 2026Q1: 61,552 shares 61,552 $3.12M 0.15% +1,962 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,489 shares; 2025Q2: 4,933 shares; 2025Q3: 7,107 shares; 2025Q4: 8,042 shares; 2026Q1: 8,892 shares 8,892 $3.06M 0.15% +850 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: 12,397 shares; 2024Q4: 11,601 shares; 2025Q1: 13,157 shares; 2025Q2: 7,329 shares; 2025Q3: 6,340 shares; 2025Q4: 6,378 shares; 2026Q1: 6,170 shares 6,170 $3.03M 0.15% -208 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: 20,921 shares; 2024Q4: 23,701 shares; 2025Q1: 20,926 shares; 2025Q2: 11,299 shares; 2025Q3: 11,662 shares; 2025Q4: 11,506 shares; 2026Q1: 10,962 shares 10,962 $2.97M 0.15% -544 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,168 shares; 2025Q1: 8,528 shares; 2025Q2: 8,467 shares; 2025Q3: 14,945 shares; 2025Q4: 32,857 shares; 2026Q1: 38,122 shares 38,122 $2.94M 0.14% +5,265 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,762 shares; 2024Q4: 15,553 shares; 2025Q1: 19,656 shares; 2025Q2: 17,724 shares; 2025Q3: 17,255 shares; 2025Q4: 16,811 shares; 2026Q1: 17,161 shares 17,161 $2.9M 0.14% +350 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,114 shares; 2024Q4: 56,337 shares; 2025Q1: 45,341 shares; 2025Q2: 42,083 shares; 2025Q3: 39,447 shares; 2025Q4: 37,016 shares; 2026Q1: 34,856 shares 34,856 $2.9M 0.14% -2,160 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: 8,075 shares; 2024Q4: 8,099 shares; 2025Q1: 8,381 shares; 2025Q2: 7,244 shares; 2025Q3: 7,568 shares; 2025Q4: 9,220 shares; 2026Q1: 9,313 shares 9,313 $2.89M 0.14% +93 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,811 shares; 2025Q2: 7,877 shares; 2025Q3: 16,487 shares; 2025Q4: 19,852 shares; 2026Q1: 28,227 shares 28,227 $2.89M 0.14% +8,375 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: 6,473 shares; 2024Q4: 6,326 shares; 2025Q1: 6,492 shares; 2025Q2: 3,906 shares; 2025Q3: 3,888 shares; 2025Q4: 5,321 shares; 2026Q1: 5,091 shares 5,091 $2.87M 0.14% -230 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: 20,212 shares; 2024Q4: 21,422 shares; 2025Q1: 17,490 shares; 2025Q2: 16,362 shares; 2025Q3: 13,062 shares; 2025Q4: 12,433 shares; 2026Q1: 12,340 shares 12,340 $2.84M 0.14% -93 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 27,509 shares; 2025Q1: 22,209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,985 shares; 2026Q1: 144,867 shares 144,867 $2.8M 0.14% +12,882 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,067 shares; 2024Q4: 11,066 shares; 2025Q1: 12,186 shares; 2025Q2: 13,223 shares; 2025Q3: 11,784 shares; 2025Q4: 39,344 shares; 2026Q1: 44,907 shares 44,907 $2.75M 0.14% +5,563 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: 4,137 shares; 2024Q4: 4,461 shares; 2025Q1: 5,357 shares; 2025Q2: 4,581 shares; 2025Q3: 4,373 shares; 2025Q4: 4,465 shares; 2026Q1: 4,531 shares 4,531 $2.74M 0.13% +66 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: 41,188 shares; 2024Q4: 33,785 shares; 2025Q1: 52,564 shares; 2025Q2: 41,971 shares; 2025Q3: 43,347 shares; 2025Q4: 40,910 shares; 2026Q1: 53,699 shares 53,699 $2.7M 0.13% +12,789 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,929 shares; 2025Q3: 33,181 shares; 2025Q4: 33,978 shares; 2026Q1: 59,762 shares 59,762 $2.69M 0.13% +25,784 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,605 shares; 2025Q1: 17,671 shares; 2025Q2: 7,363 shares; 2025Q3: 11,820 shares; 2025Q4: 13,469 shares; 2026Q1: 12,710 shares 12,710 $2.66M 0.13% -759 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,994 shares; 2024Q4: 88,656 shares; 2025Q1: 94,228 shares; 2025Q2: 99,719 shares; 2025Q3: 93,107 shares; 2025Q4: 91,028 shares; 2026Q1: 89,378 shares 89,378 $2.64M 0.13% -1,650 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,876 shares; 2025Q2: 14,569 shares; 2025Q3: 20,434 shares; 2025Q4: 22,320 shares; 2026Q1: 34,881 shares 34,881 $2.63M 0.13% +12,561 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: 1,299 shares; 2025Q4: 6,400 shares; 2026Q1: 7,737 shares 7,737 $2.61M 0.13% +1,337 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,814 shares; 2025Q2: 3,752 shares; 2025Q3: 6,002 shares; 2025Q4: 7,810 shares; 2026Q1: 8,969 shares 8,969 $2.6M 0.13% +1,159 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,599 shares 6,599 $2.59M 0.13% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 75,764 shares 75,764 $2.58M 0.13% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,351 shares; 2024Q4: 25,276 shares; 2025Q1: 22,162 shares; 2025Q2: 21,536 shares; 2025Q3: 21,859 shares; 2025Q4: 22,522 shares; 2026Q1: 24,249 shares 24,249 $2.57M 0.13% +1,727 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: 10,432 shares; 2024Q4: 10,560 shares; 2025Q1: 11,694 shares; 2025Q2: 9,167 shares; 2025Q3: 9,267 shares; 2025Q4: 24,436 shares; 2026Q1: 38,926 shares 38,926 $2.57M 0.13% +14,490 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,052 shares; 2025Q1: 1,945 shares; 2025Q2: 2,121 shares; 2025Q3: 2,019 shares; 2025Q4: 8,458 shares; 2026Q1: 7,574 shares 7,574 $2.53M 0.12% -884 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: 266 shares; 2024Q4: 264 shares; 2025Q1: 537 shares; 2025Q2: 292 shares; 2025Q3: 587 shares; 2025Q4: 709 shares; 2026Q1: 598 shares 598 $2.52M 0.12% -111 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,604 shares; 2025Q2: 14,064 shares; 2025Q3: 21,315 shares; 2025Q4: 25,760 shares; 2026Q1: 38,491 shares 38,491 $2.47M 0.12% +12,731 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: 3,777 shares; 2024Q4: 4,437 shares; 2025Q1: 5,058 shares; 2025Q2: 4,045 shares; 2025Q3: 4,532 shares; 2025Q4: 12,991 shares; 2026Q1: 12,124 shares 12,124 $2.47M 0.12% -867 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: 5,812 shares; 2024Q4: 6,192 shares; 2025Q1: 6,558 shares; 2025Q2: 3,692 shares; 2025Q3: 3,070 shares; 2025Q4: 6,348 shares; 2026Q1: 5,532 shares 5,532 $2.46M 0.12% -816 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: 9,363 shares; 2024Q4: 9,748 shares; 2025Q1: 10,667 shares; 2025Q2: 8,568 shares; 2025Q3: 7,684 shares; 2025Q4: 7,059 shares; 2026Q1: 6,969 shares 6,969 $2.45M 0.12% -90 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: 1,866 shares; 2024Q4: 1,883 shares; 2025Q1: 1,875 shares; 2025Q2: not reported; 2025Q3: 23,822 shares; 2025Q4: 22,520 shares; 2026Q1: 22,378 shares 22,378 $2.44M 0.12% -142 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: 91,436 shares; 2024Q4: 95,004 shares; 2025Q1: 97,525 shares; 2025Q2: 7,562 shares; 2025Q3: 6,420 shares; 2025Q4: 17,410 shares; 2026Q1: 16,300 shares 16,300 $2.4M 0.12% -1,110 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,719 shares; 2024Q4: 4,085 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,318 shares; 2025Q4: 27,177 shares; 2026Q1: 37,871 shares 37,871 $2.34M 0.12% +10,694 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: 33,970 shares; 2024Q4: 35,374 shares; 2025Q1: 36,981 shares; 2025Q2: 8,979 shares; 2025Q3: 9,704 shares; 2025Q4: 11,842 shares; 2026Q1: 12,026 shares 12,026 $2.32M 0.11% +184 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: 6,257 shares; 2024Q4: 6,744 shares; 2025Q1: 7,534 shares; 2025Q2: 565 shares; 2025Q3: 540 shares; 2025Q4: 4,794 shares; 2026Q1: 4,974 shares 4,974 $2.29M 0.11% +180 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,513 shares; 2025Q1: 32,040 shares; 2025Q2: 22,076 shares; 2025Q3: 22,312 shares; 2025Q4: 227,604 shares; 2026Q1: 59,306 shares 59,306 $2.28M 0.11% -168,298 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: 14,537 shares; 2024Q4: 14,495 shares; 2025Q1: 19,737 shares; 2025Q2: 5,889 shares; 2025Q3: 9,653 shares; 2025Q4: 10,768 shares; 2026Q1: 14,408 shares 14,408 $2.24M 0.11% +3,640 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,937 shares; 2025Q1: 2,122 shares; 2025Q2: 690 shares; 2025Q3: 1,221 shares; 2025Q4: 5,388 shares; 2026Q1: 5,721 shares 5,721 $2.23M 0.11% +333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,429 shares; 2025Q4: 44,404 shares; 2026Q1: 60,187 shares 60,187 $2.22M 0.11% +15,783 Timeline PFF 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: 140,045 shares; 2024Q4: 138,596 shares; 2025Q1: 106,158 shares; 2025Q2: 92,135 shares; 2025Q3: 92,684 shares; 2025Q4: 75,052 shares; 2026Q1: 72,958 shares 72,958 $2.21M 0.11% -2,094 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: 35,445 shares; 2024Q4: 67,045 shares; 2025Q1: 75,187 shares; 2025Q2: 62,864 shares; 2025Q3: 64,717 shares; 2025Q4: 66,412 shares; 2026Q1: 76,202 shares 76,202 $2.21M 0.11% +9,790 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: 22,416 shares; 2024Q4: 33,356 shares; 2025Q1: 34,442 shares; 2025Q2: 19,296 shares; 2025Q3: 16,545 shares; 2025Q4: 9,961 shares; 2026Q1: 9,600 shares 9,600 $2.21M 0.11% -361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,125 shares; 2026Q1: 1,275 shares 1,275 $2.2M 0.11% +150 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,462 shares; 2024Q4: 96,169 shares; 2025Q1: 93,619 shares; 2025Q2: 90,437 shares; 2025Q3: 98,239 shares; 2025Q4: 98,921 shares; 2026Q1: 86,744 shares 86,744 $2.16M 0.11% -12,177 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares; 2026Q1: 22,917 shares 22,917 $2.16M 0.11% +20,117 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: 1,332 shares; 2024Q4: 1,403 shares; 2025Q1: 1,496 shares; 2025Q2: 1,170 shares; 2025Q3: 1,370 shares; 2025Q4: 5,351 shares; 2026Q1: 7,674 shares 7,674 $2.14M 0.11% +2,323 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,727 shares 22,727 $2.13M 0.1% new 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: 4,814 shares; 2024Q4: 4,884 shares; 2025Q1: 4,644 shares; 2025Q2: 4,628 shares; 2025Q3: 4,719 shares; 2025Q4: 5,926 shares; 2026Q1: 5,926 shares 5,926 $2.12M 0.1% 0 Timeline GNMA 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: 50,930 shares; 2025Q4: 49,856 shares; 2026Q1: 47,598 shares 47,598 $2.11M 0.1% -2,258 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: 23,037 shares; 2024Q4: 23,371 shares; 2025Q1: 24,954 shares; 2025Q2: 3,925 shares; 2025Q3: 6,300 shares; 2025Q4: 7,417 shares; 2026Q1: 8,657 shares 8,657 $2.07M 0.1% +1,240 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: 23,462 shares; 2024Q4: 23,462 shares; 2025Q1: 23,462 shares; 2025Q2: 23,462 shares; 2025Q3: 24,118 shares; 2025Q4: 23,759 shares; 2026Q1: 23,759 shares 23,759 $2.06M 0.1% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,740 shares; 2024Q4: 41,719 shares; 2025Q1: 60,079 shares; 2025Q2: 22,826 shares; 2025Q3: 23,792 shares; 2025Q4: 26,261 shares; 2026Q1: 44,870 shares 44,870 $2.03M 0.1% +18,609 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: 7,703 shares; 2024Q4: 8,025 shares; 2025Q1: 8,629 shares; 2025Q2: 10,818 shares; 2025Q3: 31,769 shares; 2025Q4: 33,679 shares; 2026Q1: 28,968 shares 28,968 $2.02M 0.1% -4,711 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: 54,570 shares; 2024Q4: 45,058 shares; 2025Q1: 59,726 shares; 2025Q2: 7,298 shares; 2025Q3: 6,441 shares; 2025Q4: 8,787 shares; 2026Q1: 10,150 shares 10,150 $2.02M 0.1% +1,363 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: 7,568 shares; 2024Q4: 7,677 shares; 2025Q1: 7,744 shares; 2025Q2: 5,855 shares; 2025Q3: 5,226 shares; 2025Q4: 5,387 shares; 2026Q1: 5,722 shares 5,722 $1.96M 0.1% +335 Timeline VSS 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: 13,453 shares; 2025Q4: 13,478 shares; 2026Q1: 13,457 shares 13,457 $1.96M 0.1% -21 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: 14,793 shares; 2024Q4: 14,531 shares; 2025Q1: 15,775 shares; 2025Q2: 14,611 shares; 2025Q3: 13,898 shares; 2025Q4: 18,264 shares; 2026Q1: 17,605 shares 17,605 $1.94M 0.1% -659 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: 68,244 shares; 2024Q4: 75,619 shares; 2025Q1: 83,572 shares; 2025Q2: 19,604 shares; 2025Q3: 17,134 shares; 2025Q4: 16,604 shares; 2026Q1: 16,164 shares 16,164 $1.92M 0.09% -440 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: 2,592 shares; 2024Q4: 2,653 shares; 2025Q1: 5,482 shares; 2025Q2: 4,764 shares; 2025Q3: 7,726 shares; 2025Q4: 9,254 shares; 2026Q1: 15,142 shares 15,142 $1.91M 0.09% +5,888 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: 8,991 shares; 2025Q1: 8,928 shares; 2025Q2: 8,923 shares; 2025Q3: 8,539 shares; 2025Q4: 8,734 shares; 2026Q1: 8,856 shares 8,856 $1.87M 0.09% +122 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 2,039 shares; 2025Q1: 3,802 shares; 2025Q2: 4,431 shares; 2025Q3: 5,054 shares; 2025Q4: 4,007 shares; 2026Q1: 5,203 shares 5,203 $1.87M 0.09% +1,196 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: 16,402 shares; 2024Q4: 19,197 shares; 2025Q1: 15,670 shares; 2025Q2: 12,084 shares; 2025Q3: 15,387 shares; 2025Q4: 15,336 shares; 2026Q1: 21,509 shares 21,509 $1.86M 0.09% +6,173 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: 1,544 shares; 2024Q4: 1,410 shares; 2025Q1: 2,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares; 2026Q1: 3,296 shares 3,296 $1.85M 0.09% +391 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,586 shares; 2025Q2: 1,820 shares; 2025Q3: 2,767 shares; 2025Q4: 3,571 shares; 2026Q1: 6,357 shares 6,357 $1.85M 0.09% +2,786 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: 12,975 shares; 2024Q4: 12,617 shares; 2025Q1: 13,409 shares; 2025Q2: 9,387 shares; 2025Q3: 10,746 shares; 2025Q4: 18,471 shares; 2026Q1: 19,538 shares 19,538 $1.81M 0.09% +1,067 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: 17,430 shares; 2025Q4: 17,838 shares; 2026Q1: 17,977 shares 17,977 $1.81M 0.09% +139 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,325 shares; 2025Q2: 12,054 shares; 2025Q3: 19,900 shares; 2025Q4: 25,494 shares; 2026Q1: 30,738 shares 30,738 $1.8M 0.09% +5,244 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 745 shares; 2025Q1: 1,313 shares; 2025Q2: 567 shares; 2025Q3: 1,072 shares; 2025Q4: 1,516 shares; 2026Q1: 1,662 shares 1,662 $1.77M 0.09% +146 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: 15,979 shares; 2024Q4: 18,838 shares; 2025Q1: 19,322 shares; 2025Q2: 14,206 shares; 2025Q3: 13,830 shares; 2025Q4: 14,048 shares; 2026Q1: 13,356 shares 13,356 $1.76M 0.09% -692 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: 2,499 shares; 2024Q4: 2,552 shares; 2025Q1: 2,611 shares; 2025Q2: 2,110 shares; 2025Q3: 2,574 shares; 2025Q4: 5,138 shares; 2026Q1: 5,229 shares 5,229 $1.72M 0.08% +91 Timeline SPTM 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: 20,982 shares; 2025Q4: 21,547 shares; 2026Q1: 21,478 shares 21,478 $1.7M 0.08% -69 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: not reported; 2025Q3: not reported; 2025Q4: 11,007 shares; 2026Q1: 8,572 shares 8,572 $1.67M 0.08% -2,435 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: 6,570 shares; 2024Q4: 3,147 shares; 2025Q1: 3,071 shares; 2025Q2: 2,334 shares; 2025Q3: 2,064 shares; 2025Q4: 3,591 shares; 2026Q1: 3,826 shares 3,826 $1.65M 0.08% +235 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 12,211 shares; 2025Q1: 11,902 shares; 2025Q2: 13,000 shares; 2025Q3: 11,528 shares; 2025Q4: 11,504 shares; 2026Q1: 11,345 shares 11,345 $1.64M 0.08% -159 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 22,917 shares; 2025Q1: 4,362 shares; 2025Q2: 4,827 shares; 2025Q3: 4,612 shares; 2025Q4: 4,853 shares; 2026Q1: 4,596 shares 4,596 $1.64M 0.08% -257 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 494 shares; 2025Q3: 877 shares; 2025Q4: 953 shares; 2026Q1: 1,292 shares 1,292 $1.63M 0.08% +339 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: not reported; 2024Q4: not reported; 2025Q1: 5,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,418 shares; 2026Q1: 6,614 shares 6,614 $1.61M 0.08% -804 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,076 shares; 2025Q1: 2,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,882 shares; 2026Q1: 9,939 shares 9,939 $1.61M 0.08% -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: 9,412 shares; 2024Q4: 13,133 shares; 2025Q1: 15,502 shares; 2025Q2: 6,592 shares; 2025Q3: 7,409 shares; 2025Q4: 7,838 shares; 2026Q1: 8,263 shares 8,263 $1.6M 0.08% +425 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,883 shares; 2024Q4: 17,309 shares; 2025Q1: 17,235 shares; 2025Q2: 10,720 shares; 2025Q3: 13,051 shares; 2025Q4: 14,141 shares; 2026Q1: 14,907 shares 14,907 $1.59M 0.08% +766 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: 10,634 shares; 2024Q4: 10,630 shares; 2025Q1: 8,271 shares; 2025Q2: 5,433 shares; 2025Q3: 5,824 shares; 2025Q4: 6,309 shares; 2026Q1: 6,598 shares 6,598 $1.56M 0.08% +289 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,210 shares; 2024Q4: 19,133 shares; 2025Q1: 45,114 shares; 2025Q2: 7,929 shares; 2025Q3: 23,595 shares; 2025Q4: 23,609 shares; 2026Q1: 23,057 shares 23,057 $1.56M 0.08% -552 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: 19,802 shares; 2024Q4: 9,617 shares; 2025Q1: 9,235 shares; 2025Q2: 8,754 shares; 2025Q3: 8,288 shares; 2025Q4: 6,970 shares; 2026Q1: 15,582 shares 15,582 $1.53M 0.08% +8,612 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: 6,202 shares; 2024Q4: 6,602 shares; 2025Q1: 6,592 shares; 2025Q2: 5,539 shares; 2025Q3: 5,096 shares; 2025Q4: 4,922 shares; 2026Q1: 4,680 shares 4,680 $1.53M 0.08% -242 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 34,225 shares; 2026Q1: 30,653 shares 30,653 $1.51M 0.07% -3,572 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: 56,147 shares; 2024Q4: 55,571 shares; 2025Q1: 78,591 shares; 2025Q2: 58,696 shares; 2025Q3: 58,663 shares; 2025Q4: 53,338 shares; 2026Q1: 53,748 shares 53,748 $1.51M 0.07% +410 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,192 shares; 2025Q1: 6,414 shares; 2025Q2: 4,115 shares; 2025Q3: 11,432 shares; 2025Q4: 11,330 shares; 2026Q1: 11,916 shares 11,916 $1.48M 0.07% +586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,054 shares; 2026Q1: 24,122 shares 24,122 $1.48M 0.07% -82,932 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 6,071 shares; 2025Q1: 5,508 shares; 2025Q2: 4,724 shares; 2025Q3: 4,058 shares; 2025Q4: 4,040 shares; 2026Q1: 4,006 shares 4,006 $1.47M 0.07% -34 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: 14,690 shares; 2024Q4: 14,538 shares; 2025Q1: 12,700 shares; 2025Q2: 9,864 shares; 2025Q3: 10,325 shares; 2025Q4: 9,943 shares; 2026Q1: 8,818 shares 8,818 $1.45M 0.07% -1,125 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,995 shares; 2026Q1: 55,951 shares 55,951 $1.44M 0.07% -5,044 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: 15,010 shares; 2024Q4: 14,635 shares; 2025Q1: 18,598 shares; 2025Q2: 4,428 shares; 2025Q3: 3,345 shares; 2025Q4: 3,206 shares; 2026Q1: 3,209 shares 3,209 $1.43M 0.07% +3 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: 100,285 shares; 2024Q4: 104,548 shares; 2025Q1: 115,944 shares; 2025Q2: 21,238 shares; 2025Q3: 19,153 shares; 2025Q4: 19,401 shares; 2026Q1: 19,706 shares 19,706 $1.43M 0.07% +305 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 10,641 shares; 2025Q1: 9,849 shares; 2025Q2: 8,896 shares; 2025Q3: 8,123 shares; 2025Q4: 12,250 shares; 2026Q1: 14,730 shares 14,730 $1.42M 0.07% +2,480 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: 30,865 shares; 2024Q4: 32,117 shares; 2025Q1: 34,727 shares; 2025Q2: 8,916 shares; 2025Q3: 7,901 shares; 2025Q4: 7,408 shares; 2026Q1: 7,575 shares 7,575 $1.41M 0.07% +167 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: 17,032 shares; 2024Q4: 17,777 shares; 2025Q1: 18,718 shares; 2025Q2: 2,502 shares; 2025Q3: 4,554 shares; 2025Q4: 4,806 shares; 2026Q1: 4,809 shares 4,809 $1.4M 0.07% +3 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: 13,563 shares; 2024Q4: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 16,932 shares; 2025Q3: 18,528 shares; 2025Q4: 26,520 shares; 2026Q1: 20,352 shares 20,352 $1.39M 0.07% -6,168 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: 4,125 shares; 2024Q4: 5,926 shares; 2025Q1: 8,506 shares; 2025Q2: 937 shares; 2025Q3: 559 shares; 2025Q4: 2,004 shares; 2026Q1: 1,988 shares 1,988 $1.36M 0.07% -16 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: 65,931 shares; 2024Q4: 70,839 shares; 2025Q1: 77,373 shares; 2025Q2: 17,580 shares; 2025Q3: 12,954 shares; 2025Q4: 14,683 shares; 2026Q1: 17,822 shares 17,822 $1.36M 0.07% +3,139 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 8,240 shares; 2025Q1: 8,297 shares; 2025Q2: 11,689 shares; 2025Q3: 10,842 shares; 2025Q4: 11,635 shares; 2026Q1: 6,901 shares 6,901 $1.35M 0.07% -4,734 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: 10,474 shares; 2024Q4: 10,741 shares; 2025Q1: 11,300 shares; 2025Q2: 998 shares; 2025Q3: 934 shares; 2025Q4: 1,128 shares; 2026Q1: 2,672 shares 2,672 $1.32M 0.07% +1,544 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: 30,003 shares; 2024Q4: 27,130 shares; 2025Q1: 26,524 shares; 2025Q2: 24,633 shares; 2025Q3: 22,857 shares; 2025Q4: 23,008 shares; 2026Q1: 22,966 shares 22,966 $1.32M 0.07% -42 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 19,350 shares; 2025Q1: 19,319 shares; 2025Q2: 19,220 shares; 2025Q3: 19,223 shares; 2025Q4: 19,611 shares; 2026Q1: 19,589 shares 19,589 $1.32M 0.06% -22 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 11,498 shares; 2025Q1: 12,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,288 shares; 2026Q1: 8,989 shares 8,989 $1.31M 0.06% +701 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: 13,425 shares; 2024Q4: 13,799 shares; 2025Q1: 7,713 shares; 2025Q2: 5,338 shares; 2025Q3: 5,505 shares; 2025Q4: 5,649 shares; 2026Q1: 5,798 shares 5,798 $1.31M 0.06% +149 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: 4,706 shares; 2024Q4: 4,701 shares; 2025Q1: 8,391 shares; 2025Q2: 5,127 shares; 2025Q3: 6,232 shares; 2025Q4: 6,233 shares; 2026Q1: 7,063 shares 7,063 $1.3M 0.06% +830 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: 20,049 shares; 2024Q4: 23,586 shares; 2025Q1: 25,132 shares; 2025Q2: 5,814 shares; 2025Q3: 5,480 shares; 2025Q4: 5,496 shares; 2026Q1: 5,283 shares 5,283 $1.28M 0.06% -213 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 13,542 shares; 2025Q3: 14,171 shares; 2025Q4: 13,734 shares; 2026Q1: 14,156 shares 14,156 $1.28M 0.06% +422 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: 26,772 shares; 2024Q4: 28,617 shares; 2025Q1: 28,637 shares; 2025Q2: 23,465 shares; 2025Q3: 18,686 shares; 2025Q4: 16,029 shares; 2026Q1: 15,893 shares 15,893 $1.26M 0.06% -136 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,982 shares; 2024Q4: 30,700 shares; 2025Q1: 31,341 shares; 2025Q2: 33,775 shares; 2025Q3: 33,906 shares; 2025Q4: 36,901 shares; 2026Q1: 37,477 shares 37,477 $1.25M 0.06% +576 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,237 shares; 2024Q4: 13,452 shares; 2025Q1: 12,132 shares; 2025Q2: 11,915 shares; 2025Q3: 11,540 shares; 2025Q4: 11,246 shares; 2026Q1: 12,085 shares 12,085 $1.2M 0.06% +839 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: 100,174 shares; 2024Q4: 80,666 shares; 2025Q1: 83,470 shares; 2025Q2: 79,628 shares; 2025Q3: 72,207 shares; 2025Q4: 29,516 shares; 2026Q1: 29,203 shares 29,203 $1.2M 0.06% -313 Timeline JEPQ 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: 20,110 shares; 2024Q4: 20,160 shares; 2025Q1: 20,160 shares; 2025Q2: 20,547 shares; 2025Q3: 20,423 shares; 2025Q4: 20,887 shares; 2026Q1: 21,385 shares 21,385 $1.19M 0.06% +498 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,584 shares; 2025Q4: 1,702 shares; 2026Q1: 5,706 shares 5,706 $1.19M 0.06% +4,004 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 17,170 shares; 2025Q1: 17,652 shares; 2025Q2: 17,575 shares; 2025Q3: 21,547 shares; 2025Q4: 20,824 shares; 2026Q1: 20,861 shares 20,861 $1.18M 0.06% +37 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 12,475 shares; 2025Q1: 14,702 shares; 2025Q2: 14,702 shares; 2025Q3: 14,702 shares; 2025Q4: 14,702 shares; 2026Q1: 15,670 shares 15,670 $1.18M 0.06% +968 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,822 shares; 2024Q4: 16,269 shares; 2025Q1: 24,473 shares; 2025Q2: 40,925 shares; 2025Q3: 41,466 shares; 2025Q4: 36,636 shares; 2026Q1: 25,420 shares 25,420 $1.17M 0.06% -11,216 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: 830 shares; 2024Q4: 914 shares; 2025Q1: 1,226 shares; 2025Q2: 905 shares; 2025Q3: 1,111 shares; 2025Q4: 1,621 shares; 2026Q1: 1,350 shares 1,350 $1.14M 0.06% -271 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: 3,171 shares; 2024Q4: 2,996 shares; 2025Q1: 2,134 shares; 2025Q2: 1,698 shares; 2025Q3: 1,579 shares; 2025Q4: 3,549 shares; 2026Q1: 3,530 shares 3,530 $1.13M 0.06% -19 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,161 shares; 2025Q4: 7,127 shares; 2026Q1: 7,037 shares 7,037 $1.13M 0.06% -90 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 15,296 shares; 2025Q1: 14,110 shares; 2025Q2: 14,657 shares; 2025Q3: 14,777 shares; 2025Q4: 14,698 shares; 2026Q1: 15,035 shares 15,035 $1.13M 0.06% +337 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,059 shares; 2025Q1: 2,218 shares; 2025Q2: 417 shares; 2025Q3: 392 shares; 2025Q4: 3,878 shares; 2026Q1: 3,262 shares 3,262 $1.12M 0.05% -616 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: 17,237 shares; 2024Q4: 18,660 shares; 2025Q1: 28,423 shares; 2025Q2: 26,894 shares; 2025Q3: 35,801 shares; 2025Q4: 15,452 shares; 2026Q1: 18,187 shares 18,187 $1.1M 0.05% +2,735 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,025 shares; 2025Q4: 13,330 shares; 2026Q1: 14,266 shares 14,266 $1.1M 0.05% +936 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: 97,624 shares; 2024Q4: 58,042 shares; 2025Q1: 77,040 shares; 2025Q2: 15,757 shares; 2025Q3: 14,640 shares; 2025Q4: 25,107 shares; 2026Q1: 22,558 shares 22,558 $1.1M 0.05% -2,549 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,569 shares 8,569 $1.09M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,006 shares; 2026Q1: 14,459 shares 14,459 $1.08M 0.05% -2,547 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 5,658 shares; 2025Q1: 8,951 shares; 2025Q2: 7,331 shares; 2025Q3: 7,508 shares; 2025Q4: 7,274 shares; 2026Q1: 8,022 shares 8,022 $1.06M 0.05% +748 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 4,765 shares; 2025Q2: 3,241 shares; 2025Q3: 4,037 shares; 2025Q4: 16,878 shares; 2026Q1: 16,833 shares 16,833 $1.06M 0.05% -45 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: not reported; 2026Q1: 11,242 shares 11,242 $1.02M 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,772 shares; 2024Q4: 23,244 shares; 2025Q1: 19,571 shares; 2025Q2: 16,562 shares; 2025Q3: 17,746 shares; 2025Q4: 23,065 shares; 2026Q1: 23,026 shares 23,026 $1.02M 0.05% -39 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: 5,935 shares; 2024Q4: 5,727 shares; 2025Q1: 6,699 shares; 2025Q2: 4,411 shares; 2025Q3: 5,550 shares; 2025Q4: 6,350 shares; 2026Q1: 4,158 shares 4,158 $1.01M 0.05% -2,192 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: 2,956 shares; 2024Q4: 2,943 shares; 2025Q1: 3,127 shares; 2025Q2: 3,029 shares; 2025Q3: 2,690 shares; 2025Q4: 2,470 shares; 2026Q1: 2,718 shares 2,718 $989K 0.05% +248 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: 4,990 shares 4,990 $984K 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,709 shares; 2025Q1: 1,722 shares; 2025Q2: 1,648 shares; 2025Q3: 1,842 shares; 2025Q4: 2,779 shares; 2026Q1: 2,738 shares 2,738 $983K 0.05% -41 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,819 shares; 2024Q4: 59,982 shares; 2025Q1: 74,151 shares; 2025Q2: 9,674 shares; 2025Q3: 9,557 shares; 2025Q4: 9,509 shares; 2026Q1: 9,972 shares 9,972 $969K 0.05% +463 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,520 shares; 2025Q1: 4,455 shares; 2025Q2: 4,263 shares; 2025Q3: 4,565 shares; 2025Q4: 4,612 shares; 2026Q1: 4,684 shares 4,684 $968K 0.05% +72 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 3,166 shares; 2025Q1: 3,536 shares; 2025Q2: 2,436 shares; 2025Q3: 2,300 shares; 2025Q4: 2,443 shares; 2026Q1: 2,265 shares 2,265 $963K 0.05% -178 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: 748 shares; 2025Q3: 848 shares; 2025Q4: 1,089 shares; 2026Q1: 1,091 shares 1,091 $952K 0.05% +2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,376 shares; 2025Q1: 1,457 shares; 2025Q2: 1,423 shares; 2025Q3: 1,427 shares; 2025Q4: 1,839 shares; 2026Q1: 1,750 shares 1,750 $942K 0.05% -89 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,099 shares; 2024Q4: 16,137 shares; 2025Q1: 18,659 shares; 2025Q2: 6,470 shares; 2025Q3: 6,160 shares; 2025Q4: 5,770 shares; 2026Q1: 5,724 shares 5,724 $935K 0.05% -46 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: 75,288 shares; 2024Q4: 73,969 shares; 2025Q1: 77,285 shares; 2025Q2: 8,777 shares; 2025Q3: 8,609 shares; 2025Q4: 9,084 shares; 2026Q1: 9,572 shares 9,572 $923K 0.05% +488 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: 9,159 shares; 2024Q4: 9,392 shares; 2025Q1: 11,750 shares; 2025Q2: 4,394 shares; 2025Q3: 4,738 shares; 2025Q4: 4,659 shares; 2026Q1: 3,148 shares 3,148 $915K 0.05% -1,511 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 2,329 shares 2,329 $893K 0.04% +1,000 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,496 shares; 2026Q1: 22,032 shares 22,032 $885K 0.04% +10,536 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: 9,863 shares; 2024Q4: 9,550 shares; 2025Q1: 8,905 shares; 2025Q2: 9,505 shares; 2025Q3: 8,376 shares; 2025Q4: 6,034 shares; 2026Q1: 6,735 shares 6,735 $882K 0.04% +701 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: 3,651 shares; 2024Q4: 4,198 shares; 2025Q1: 5,048 shares; 2025Q2: 5,510 shares; 2025Q3: 5,781 shares; 2025Q4: 5,984 shares; 2026Q1: 6,353 shares 6,353 $879K 0.04% +369 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: 20,856 shares; 2024Q4: 20,269 shares; 2025Q1: 27,214 shares; 2025Q2: 17,599 shares; 2025Q3: 17,147 shares; 2025Q4: 17,842 shares; 2026Q1: 16,560 shares 16,560 $861K 0.04% -1,282 Timeline XYLD 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 21,901 shares; 2025Q4: 21,901 shares; 2026Q1: 21,901 shares 21,901 $857K 0.04% 0 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 45,338 shares; 2026Q1: 16,299 shares 16,299 $824K 0.04% -29,039 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,894 shares; 2026Q1: 11,480 shares 11,480 $824K 0.04% +5,586 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,500 shares 13,500 $824K 0.04% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,359 shares; 2025Q1: 8,590 shares; 2025Q2: 3,948 shares; 2025Q3: 3,245 shares; 2025Q4: 3,039 shares; 2026Q1: 3,027 shares 3,027 $820K 0.04% -12 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,307 shares; 2025Q1: 3,335 shares; 2025Q2: 3,025 shares; 2025Q3: 3,197 shares; 2025Q4: 3,180 shares; 2026Q1: 3,246 shares 3,246 $805K 0.04% +66 Timeline OCGN OCUGEN INC More: the full row for OCUGEN 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: 200,100 shares; 2025Q3: 211,100 shares; 2025Q4: 224,100 shares; 2026Q1: 438,938 shares 438,938 $794K 0.04% +214,838 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: 1,970 shares; 2024Q4: 2,251 shares; 2025Q1: 2,992 shares; 2025Q2: 1,729 shares; 2025Q3: 2,230 shares; 2025Q4: 3,029 shares; 2026Q1: 2,798 shares 2,798 $794K 0.04% -231 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,789 shares; 2026Q1: 35,289 shares 35,289 $788K 0.04% +13,500 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: 5,934 shares; 2024Q4: 5,757 shares; 2025Q1: 14,052 shares; 2025Q2: 9,643 shares; 2025Q3: 9,948 shares; 2025Q4: 9,461 shares; 2026Q1: 10,865 shares 10,865 $786K 0.04% +1,404 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 3,466 shares; 2025Q1: 4,547 shares; 2025Q2: 3,243 shares; 2025Q3: 3,350 shares; 2025Q4: 3,361 shares; 2026Q1: 4,090 shares 4,090 $784K 0.04% +729 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,373 shares; 2024Q4: 21,861 shares; 2025Q1: 22,704 shares; 2025Q2: 22,437 shares; 2025Q3: 19,716 shares; 2025Q4: 6,579 shares; 2026Q1: 6,818 shares 6,818 $772K 0.04% +239 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: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,031 shares; 2026Q1: 1,933 shares 1,933 $769K 0.04% +902 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,760 shares 21,760 $769K 0.04% new 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: 2,001 shares; 2024Q4: 2,095 shares; 2025Q1: 2,203 shares; 2025Q2: 1,523 shares; 2025Q3: 1,516 shares; 2025Q4: 16,015 shares; 2026Q1: 7,343 shares 7,343 $768K 0.04% -8,672 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,951 shares; 2025Q2: 1,132 shares; 2025Q3: 1,806 shares; 2025Q4: 2,158 shares; 2026Q1: 2,424 shares 2,424 $762K 0.04% +266 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,001 shares 13,001 $760K 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 7,136 shares; 2025Q1: 6,775 shares; 2025Q2: 5,390 shares; 2025Q3: 5,143 shares; 2025Q4: 6,286 shares; 2026Q1: 6,245 shares 6,245 $757K 0.04% -41 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: not reported; 2025Q1: 6,170 shares; 2025Q2: 7,288 shares; 2025Q3: 9,418 shares; 2025Q4: 9,249 shares; 2026Q1: 10,583 shares 10,583 $752K 0.04% +1,334 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,219 shares; 2026Q1: 20,222 shares 20,222 $748K 0.04% +3 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: 13,200 shares; 2024Q4: 13,413 shares; 2025Q1: 12,487 shares; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 4,112 shares; 2026Q1: 8,874 shares 8,874 $743K 0.04% +4,762 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,416 shares; 2025Q1: 7,984 shares; 2025Q2: 7,869 shares; 2025Q3: 8,192 shares; 2025Q4: 8,977 shares; 2026Q1: 8,937 shares 8,937 $737K 0.04% -40 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,557 shares; 2025Q1: 8,014 shares; 2025Q2: 8,111 shares; 2025Q3: 8,335 shares; 2025Q4: 10,943 shares; 2026Q1: 9,868 shares 9,868 $727K 0.04% -1,075 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: 151,217 shares; 2024Q4: 97,729 shares; 2025Q1: 97,188 shares; 2025Q2: 13,665 shares; 2025Q3: 10,466 shares; 2025Q4: 11,110 shares; 2026Q1: 9,979 shares 9,979 $726K 0.04% -1,131 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 4,379 shares; 2025Q1: 4,068 shares; 2025Q2: 4,313 shares; 2025Q3: 6,705 shares; 2025Q4: 8,357 shares; 2026Q1: 6,800 shares 6,800 $724K 0.04% -1,557 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,426 shares; 2026Q1: 8,476 shares 8,476 $716K 0.04% +4,050 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: 12,657 shares; 2024Q4: 12,511 shares; 2025Q1: 12,408 shares; 2025Q2: 3,470 shares; 2025Q3: 4,228 shares; 2025Q4: 8,131 shares; 2026Q1: 6,211 shares 6,211 $714K 0.04% -1,920 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,984 shares; 2025Q2: 4,320 shares; 2025Q3: 6,050 shares; 2025Q4: 6,269 shares; 2026Q1: 6,324 shares 6,324 $695K 0.03% +55 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: 6,326 shares; 2024Q4: 7,177 shares; 2025Q1: 9,539 shares; 2025Q2: 5,786 shares; 2025Q3: 7,787 shares; 2025Q4: 12,000 shares; 2026Q1: 9,587 shares 9,587 $690K 0.03% -2,413 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: 4,025 shares; 2024Q4: 3,481 shares; 2025Q1: 6,473 shares; 2025Q2: 531 shares; 2025Q3: 463 shares; 2025Q4: 440 shares; 2026Q1: 889 shares 889 $687K 0.03% +449 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,549 shares; 2025Q4: 9,465 shares; 2026Q1: 8,709 shares 8,709 $683K 0.03% -756 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: 7,913 shares; 2024Q4: 7,676 shares; 2025Q1: 8,614 shares; 2025Q2: 8,189 shares; 2025Q3: 5,301 shares; 2025Q4: 4,194 shares; 2026Q1: 5,012 shares 5,012 $657K 0.03% +818 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,537 shares; 2025Q4: 23,363 shares; 2026Q1: 22,521 shares 22,521 $655K 0.03% -842 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 3,236 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 4,179 shares; 2026Q1: 4,317 shares 4,317 $654K 0.03% +138 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: 10,913 shares; 2024Q4: 5,662 shares; 2025Q1: 6,943 shares; 2025Q2: 8,864 shares; 2025Q3: 8,829 shares; 2025Q4: 9,416 shares; 2026Q1: 7,208 shares 7,208 $653K 0.03% -2,208 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,880 shares 24,880 $650K 0.03% new 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: 9,132 shares; 2024Q4: 8,214 shares; 2025Q1: 8,781 shares; 2025Q2: 8,079 shares; 2025Q3: 7,491 shares; 2025Q4: 7,061 shares; 2026Q1: 6,547 shares 6,547 $641K 0.03% -514 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 11,074 shares; 2025Q1: 11,060 shares; 2025Q2: 6,994 shares; 2025Q3: 5,140 shares; 2025Q4: not reported; 2026Q1: 7,905 shares 7,905 $637K 0.03% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,389 shares; 2025Q1: 1,529 shares; 2025Q2: 1,528 shares; 2025Q3: 1,434 shares; 2025Q4: 1,484 shares; 2026Q1: 1,168 shares 1,168 $635K 0.03% -316 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,085 shares; 2024Q4: 32,564 shares; 2025Q1: 32,873 shares; 2025Q2: 6,086 shares; 2025Q3: 6,047 shares; 2025Q4: 5,431 shares; 2026Q1: 5,666 shares 5,666 $631K 0.03% +235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,188 shares; 2026Q1: 3,346 shares 3,346 $624K 0.03% +1,158 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 1,781 shares; 2025Q1: 1,780 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,778 shares; 2026Q1: 1,875 shares 1,875 $610K 0.03% +97 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: 2,903 shares; 2024Q4: 14,133 shares; 2025Q1: 14,371 shares; 2025Q2: 13,320 shares; 2025Q3: 13,415 shares; 2025Q4: 12,774 shares; 2026Q1: 13,242 shares 13,242 $600K 0.03% +468 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,451 shares; 2024Q4: 12,481 shares; 2025Q1: 12,446 shares; 2025Q2: 12,417 shares; 2025Q3: 12,419 shares; 2025Q4: 9,805 shares; 2026Q1: 11,908 shares 11,908 $594K 0.03% +2,103 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,403 shares; 2025Q1: 1,432 shares; 2025Q2: 381 shares; 2025Q3: 371 shares; 2025Q4: 425 shares; 2026Q1: 309 shares 309 $591K 0.03% -116 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: 38,924 shares; 2024Q4: 38,020 shares; 2025Q1: 43,048 shares; 2025Q2: 6,576 shares; 2025Q3: 6,444 shares; 2025Q4: 7,102 shares; 2026Q1: 6,429 shares 6,429 $576K 0.03% -673 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,950 shares; 2026Q1: 9,619 shares 9,619 $568K 0.03% +669 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: 15,886 shares; 2024Q4: 15,925 shares; 2025Q1: 15,744 shares; 2025Q2: 3,382 shares; 2025Q3: 2,418 shares; 2025Q4: 1,888 shares; 2026Q1: 2,695 shares 2,695 $561K 0.03% +807 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: 7,661 shares; 2024Q4: 8,211 shares; 2025Q1: 3,598 shares; 2025Q2: 1,176 shares; 2025Q3: 1,251 shares; 2025Q4: 3,469 shares; 2026Q1: 2,940 shares 2,940 $557K 0.03% -529 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 978 shares; 2025Q1: 892 shares; 2025Q2: 444 shares; 2025Q3: 475 shares; 2025Q4: 867 shares; 2026Q1: 1,630 shares 1,630 $552K 0.03% +763 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,006 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,224 shares 13,224 $551K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,615 shares; 2025Q4: 3,777 shares; 2026Q1: 3,623 shares 3,623 $542K 0.03% -154 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: 3,242 shares; 2024Q4: not reported; 2025Q1: 30,482 shares; 2025Q2: 6,839 shares; 2025Q3: 6,342 shares; 2025Q4: 4,333 shares; 2026Q1: 7,498 shares 7,498 $539K 0.03% +3,165 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 733 shares; 2025Q1: 753 shares; 2025Q2: 729 shares; 2025Q3: 708 shares; 2025Q4: 741 shares; 2026Q1: 766 shares 766 $535K 0.03% +25 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: 1,571 shares; 2024Q4: 1,194 shares; 2025Q1: 1,206 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,113 shares; 2026Q1: 724 shares 724 $527K 0.03% -389 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares; 2026Q1: 3,905 shares 3,905 $526K 0.03% +342 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 1,009 shares; 2025Q3: 1,724 shares; 2025Q4: 1,434 shares; 2026Q1: 2,338 shares 2,338 $525K 0.03% +904 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,254 shares; 2025Q1: 5,293 shares; 2025Q2: 2,489 shares; 2025Q3: 2,465 shares; 2025Q4: 4,113 shares; 2026Q1: 3,979 shares 3,979 $521K 0.03% -134 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,175 shares; 2025Q1: 5,525 shares; 2025Q2: 6,993 shares; 2025Q3: 7,014 shares; 2025Q4: 5,510 shares; 2026Q1: 5,632 shares 5,632 $520K 0.03% +122 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: 16,839 shares; 2024Q4: 16,876 shares; 2025Q1: 19,198 shares; 2025Q2: 2,524 shares; 2025Q3: 2,267 shares; 2025Q4: 2,313 shares; 2026Q1: 1,710 shares 1,710 $517K 0.03% -603 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,808 shares; 2026Q1: 9,151 shares 9,151 $511K 0.03% +3,343 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 5,915 shares 5,915 $510K 0.03% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 6,924 shares; 2025Q1: 6,922 shares; 2025Q2: 8,950 shares; 2025Q3: 9,010 shares; 2025Q4: 9,030 shares; 2026Q1: 7,783 shares 7,783 $508K 0.02% -1,247 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,867 shares 7,867 $506K 0.02% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,005 shares; 2024Q4: 63,704 shares; 2025Q1: 60,454 shares; 2025Q2: 47,613 shares; 2025Q3: 39,584 shares; 2025Q4: 39,584 shares; 2026Q1: 39,584 shares 39,584 $504K 0.02% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,111 shares; 2024Q4: 17,561 shares; 2025Q1: 16,685 shares; 2025Q2: 16,725 shares; 2025Q3: 12,462 shares; 2025Q4: 12,878 shares; 2026Q1: 12,958 shares 12,958 $498K 0.02% +80 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,488 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,537 shares 2,537 $497K 0.02% 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: 1,442 shares; 2024Q4: 1,425 shares; 2025Q1: 1,447 shares; 2025Q2: not reported; 2025Q3: 1,946 shares; 2025Q4: 3,436 shares; 2026Q1: 2,875 shares 2,875 $496K 0.02% -561 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: 3,437 shares; 2024Q4: 4,848 shares; 2025Q1: 6,567 shares; 2025Q2: 3,186 shares; 2025Q3: 2,448 shares; 2025Q4: 3,273 shares; 2026Q1: 5,276 shares 5,276 $496K 0.02% +2,003 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: 4,646 shares; 2024Q4: 3,046 shares; 2025Q1: 3,488 shares; 2025Q2: 2,567 shares; 2025Q3: 3,059 shares; 2025Q4: 3,205 shares; 2026Q1: 3,061 shares 3,061 $495K 0.02% -144 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 6,114 shares; 2025Q4: 5,601 shares; 2026Q1: 9,649 shares 9,649 $489K 0.02% +4,048 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 1,820 shares; 2025Q1: 1,851 shares; 2025Q2: 1,598 shares; 2025Q3: 1,648 shares; 2025Q4: 1,730 shares; 2026Q1: 1,741 shares 1,741 $482K 0.02% +11 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: 6,185 shares; 2024Q4: 6,639 shares; 2025Q1: 6,823 shares; 2025Q2: 3,303 shares; 2025Q3: 5,104 shares; 2025Q4: 6,023 shares; 2026Q1: 6,037 shares 6,037 $481K 0.02% +14 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 2,167 shares; 2025Q1: 3,138 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares; 2025Q4: 2,781 shares; 2026Q1: 2,500 shares 2,500 $474K 0.02% -281 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: 1,466 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,500 shares; 2026Q1: 1,554 shares 1,554 $473K 0.02% +54 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: 63,649 shares; 2024Q4: 55,471 shares; 2025Q1: 77,227 shares; 2025Q2: 18,473 shares; 2025Q3: 16,871 shares; 2025Q4: 12,011 shares; 2026Q1: 12,816 shares 12,816 $471K 0.02% +805 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 18,822 shares 18,822 $470K 0.02% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,788 shares; 2024Q4: 18,672 shares; 2025Q1: 20,783 shares; 2025Q2: 11,466 shares; 2025Q3: 9,960 shares; 2025Q4: 8,162 shares; 2026Q1: 7,027 shares 7,027 $466K 0.02% -1,135 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: 35,415 shares; 2024Q4: 35,602 shares; 2025Q1: 38,420 shares; 2025Q2: 6,778 shares; 2025Q3: 6,281 shares; 2025Q4: 6,310 shares; 2026Q1: 5,909 shares 5,909 $464K 0.02% -401 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 3,683 shares; 2025Q1: 3,477 shares; 2025Q2: 5,723 shares; 2025Q3: 5,723 shares; 2025Q4: 5,735 shares; 2026Q1: 5,716 shares 5,716 $453K 0.02% -19 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,821 shares; 2024Q4: 27,129 shares; 2025Q1: 28,282 shares; 2025Q2: 29,016 shares; 2025Q3: 25,110 shares; 2025Q4: 4,544 shares; 2026Q1: 4,587 shares 4,587 $448K 0.02% +43 Timeline IYH 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: 8,140 shares; 2024Q4: 8,140 shares; 2025Q1: 8,140 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 7,250 shares 7,250 $447K 0.02% +1,000 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 4,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,683 shares; 2025Q4: 57,998 shares; 2026Q1: 5,054 shares 5,054 $446K 0.02% -52,944 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: 3,691 shares; 2024Q4: 3,317 shares; 2025Q1: 3,199 shares; 2025Q2: 3,202 shares; 2025Q3: 3,140 shares; 2025Q4: 2,853 shares; 2026Q1: 2,891 shares 2,891 $442K 0.02% +38 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,908 shares; 2026Q1: 12,167 shares 12,167 $440K 0.02% -75,741 Timeline SCHY 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: 13,840 shares 13,840 $438K 0.02% new Timeline DGRO 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: 5,565 shares; 2025Q1: 4,471 shares; 2025Q2: 4,471 shares; 2025Q3: 4,471 shares; 2025Q4: 4,468 shares; 2026Q1: 6,243 shares 6,243 $438K 0.02% +1,775 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: 29,064 shares; 2024Q4: 29,076 shares; 2025Q1: 29,474 shares; 2025Q2: 27,939 shares; 2025Q3: 1,288 shares; 2025Q4: 1,256 shares; 2026Q1: 1,376 shares 1,376 $438K 0.02% +120 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: 5,074 shares; 2024Q4: 5,159 shares; 2025Q1: 5,174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,368 shares; 2026Q1: 4,706 shares 4,706 $438K 0.02% +1,338 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: 6,195 shares; 2024Q4: 1,844 shares; 2025Q1: 1,879 shares; 2025Q2: 1,668 shares; 2025Q3: 1,651 shares; 2025Q4: 3,857 shares; 2026Q1: 3,288 shares 3,288 $437K 0.02% -569 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,188 shares; 2025Q1: 5,222 shares; 2025Q2: 5,188 shares; 2025Q3: 5,188 shares; 2025Q4: 5,195 shares; 2026Q1: 5,197 shares 5,197 $435K 0.02% +2 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 9,166 shares; 2025Q1: 9,266 shares; 2025Q2: 7,968 shares; 2025Q3: 7,968 shares; 2025Q4: 7,968 shares; 2026Q1: 8,703 shares 8,703 $432K 0.02% +735 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,055 shares; 2025Q1: 10,078 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: 10,058 shares; 2026Q1: 10,590 shares 10,590 $429K 0.02% +532 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 4,346 shares; 2025Q1: 4,758 shares; 2025Q2: 4,291 shares; 2025Q3: 4,257 shares; 2025Q4: 4,268 shares; 2026Q1: 5,118 shares 5,118 $423K 0.02% +850 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: 6,894 shares; 2024Q4: 6,176 shares; 2025Q1: 5,412 shares; 2025Q2: 5,187 shares; 2025Q3: 5,028 shares; 2025Q4: not reported; 2026Q1: 9,916 shares 9,916 $420K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 2,281 shares; 2025Q3: 2,797 shares; 2025Q4: 2,871 shares; 2026Q1: 3,290 shares 3,290 $416K 0.02% +419 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: 538 shares; 2024Q4: 526 shares; 2025Q1: 2,530 shares; 2025Q2: 2,432 shares; 2025Q3: 4,152 shares; 2025Q4: 1,002 shares; 2026Q1: 948 shares 948 $411K 0.02% -54 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,878 shares; 2025Q4: 3,146 shares; 2026Q1: 2,986 shares 2,986 $406K 0.02% -160 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 6,987 shares; 2025Q1: 6,972 shares; 2025Q2: 3,655 shares; 2025Q3: 3,663 shares; 2025Q4: 3,654 shares; 2026Q1: 4,078 shares 4,078 $405K 0.02% +424 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,048 shares; 2026Q1: 6,082 shares 6,082 $404K 0.02% +3,034 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: 2,420 shares; 2024Q4: 2,309 shares; 2025Q1: 2,299 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 2,294 shares; 2026Q1: 3,334 shares 3,334 $403K 0.02% +1,040 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 931 shares; 2025Q3: 988 shares; 2025Q4: 874 shares; 2026Q1: 1,507 shares 1,507 $402K 0.02% +633 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,522 shares; 2025Q1: 2,587 shares; 2025Q2: 2,159 shares; 2025Q3: 2,223 shares; 2025Q4: 2,279 shares; 2026Q1: 2,314 shares 2,314 $401K 0.02% +35 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,855 shares; 2025Q4: 7,855 shares; 2026Q1: 7,855 shares 7,855 $400K 0.02% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,638 shares; 2025Q3: 9,222 shares; 2025Q4: 10,806 shares; 2026Q1: 6,811 shares 6,811 $399K 0.02% -3,995 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: 28,100 shares; 2024Q4: 29,641 shares; 2025Q1: 31,176 shares; 2025Q2: 4,411 shares; 2025Q3: 4,157 shares; 2025Q4: 6,475 shares; 2026Q1: 7,523 shares 7,523 $397K 0.02% +1,048 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 4,101 shares; 2025Q1: 4,147 shares; 2025Q2: 4,063 shares; 2025Q3: 3,996 shares; 2025Q4: 4,002 shares; 2026Q1: 5,713 shares 5,713 $395K 0.02% +1,711 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,735 shares; 2025Q3: 1,928 shares; 2025Q4: 1,641 shares; 2026Q1: 2,191 shares 2,191 $392K 0.02% +550 Timeline ISCG 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: 7,139 shares 7,139 $391K 0.02% 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: not reported; 2025Q4: 1,033 shares; 2026Q1: 976 shares 976 $387K 0.02% -57 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: 3,479 shares 3,479 $384K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: not reported; 2025Q1: 3,438 shares; 2025Q2: 2,929 shares; 2025Q3: 4,140 shares; 2025Q4: 1,071 shares; 2026Q1: 1,437 shares 1,437 $383K 0.02% +366 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 20,240 shares; 2025Q1: 21,274 shares; 2025Q2: 10,607 shares; 2025Q3: 8,275 shares; 2025Q4: 8,811 shares; 2026Q1: 7,667 shares 7,667 $379K 0.02% -1,144 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,397 shares; 2026Q1: 2,063 shares 2,063 $378K 0.02% +666 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,803 shares; 2025Q4: 7,023 shares; 2026Q1: 7,275 shares 7,275 $378K 0.02% +252 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: 49,762 shares; 2024Q4: 10,464 shares; 2025Q1: 12,176 shares; 2025Q2: 6,654 shares; 2025Q3: 6,525 shares; 2025Q4: 3,189 shares; 2026Q1: 3,295 shares 3,295 $374K 0.02% +106 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: 4,359 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,177 shares; 2025Q3: 2,612 shares; 2025Q4: 2,733 shares; 2026Q1: 2,811 shares 2,811 $374K 0.02% +78 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,759 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,210 shares 2,210 $373K 0.02% -30 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,499 shares; 2025Q4: 4,552 shares; 2026Q1: 7,119 shares 7,119 $372K 0.02% +2,567 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,439 shares; 2025Q1: 4,019 shares; 2025Q2: 2,402 shares; 2025Q3: 2,256 shares; 2025Q4: 2,818 shares; 2026Q1: 2,820 shares 2,820 $369K 0.02% +2 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: 11,851 shares; 2024Q4: 12,050 shares; 2025Q1: 12,574 shares; 2025Q2: 7,746 shares; 2025Q3: 7,755 shares; 2025Q4: 7,663 shares; 2026Q1: 7,933 shares 7,933 $368K 0.02% +270 Timeline BCTK BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,767 shares 15,767 $368K 0.02% new Timeline FLLA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 13,000 shares 13,000 $368K 0.02% new 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: 953 shares; 2024Q4: 828 shares; 2025Q1: 818 shares; 2025Q2: 790 shares; 2025Q3: 791 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $366K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,835 shares; 2024Q4: 23,910 shares; 2025Q1: 19,139 shares; 2025Q2: 18,093 shares; 2025Q3: 10,908 shares; 2025Q4: not reported; 2026Q1: 23,165 shares 23,165 $363K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,643 shares; 2026Q1: 1,776 shares 1,776 $360K 0.02% +133 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,062 shares; 2026Q1: 2,848 shares 2,848 $359K 0.02% -214 Timeline SMLF 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: 4,750 shares 4,750 $359K 0.02% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,208 shares; 2025Q2: 10,528 shares; 2025Q3: 16,029 shares; 2025Q4: 18,973 shares; 2026Q1: 4,742 shares 4,742 $358K 0.02% -14,231 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,840 shares; 2024Q4: 4,984 shares; 2025Q1: 4,587 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,587 shares; 2026Q1: 4,293 shares 4,293 $358K 0.02% -294 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,747 shares; 2025Q1: 2,685 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 1,852 shares; 2026Q1: 1,680 shares 1,680 $356K 0.02% -172 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 19,535 shares; 2025Q1: 18,342 shares; 2025Q2: 1,821 shares; 2025Q3: 2,092 shares; 2025Q4: 1,649 shares; 2026Q1: 1,680 shares 1,680 $353K 0.02% +31 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: 2,445 shares; 2024Q4: 2,132 shares; 2025Q1: 2,175 shares; 2025Q2: 2,478 shares; 2025Q3: 2,481 shares; 2025Q4: 2,772 shares; 2026Q1: 1,603 shares 1,603 $348K 0.02% -1,169 Timeline CMS CMS ENERGY CORP More: the full row for CMS 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: not reported; 2025Q4: 3,745 shares; 2026Q1: 4,469 shares 4,469 $347K 0.02% +724 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,772 shares; 2025Q1: 2,792 shares; 2025Q2: 2,841 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares; 2026Q1: 3,326 shares 3,326 $344K 0.02% +534 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 2,110 shares; 2025Q2: 2,803 shares; 2025Q3: 1,590 shares; 2025Q4: 1,559 shares; 2026Q1: 1,584 shares 1,584 $341K 0.02% +25 Timeline AGGM 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: 3,988 shares; 2025Q4: 3,742 shares; 2026Q1: 3,269 shares 3,269 $341K 0.02% -473 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,981 shares; 2025Q1: 17,981 shares; 2025Q2: 18,392 shares; 2025Q3: 18,337 shares; 2025Q4: 17,983 shares; 2026Q1: 17,983 shares 17,983 $339K 0.02% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,717 shares; 2025Q1: 3,068 shares; 2025Q2: 3,331 shares; 2025Q3: 4,115 shares; 2025Q4: 4,050 shares; 2026Q1: 4,144 shares 4,144 $338K 0.02% +94 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,711 shares; 2025Q1: 1,565 shares; 2025Q2: 1,284 shares; 2025Q3: 1,236 shares; 2025Q4: 1,199 shares; 2026Q1: 1,297 shares 1,297 $338K 0.02% +98 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: 1,876 shares; 2025Q3: 2,200 shares; 2025Q4: 2,286 shares; 2026Q1: 2,320 shares 2,320 $337K 0.02% +34 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,329 shares; 2024Q4: 24,877 shares; 2025Q1: 24,651 shares; 2025Q2: 2,429 shares; 2025Q3: 2,285 shares; 2025Q4: 3,450 shares; 2026Q1: 3,636 shares 3,636 $336K 0.02% +186 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: 19,383 shares; 2024Q4: 21,112 shares; 2025Q1: 22,569 shares; 2025Q2: 1,628 shares; 2025Q3: 1,357 shares; 2025Q4: 2,982 shares; 2026Q1: 1,840 shares 1,840 $336K 0.02% -1,142 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is 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: 32,970 shares 32,970 $335K 0.02% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,801 shares; 2025Q3: 2,061 shares; 2025Q4: 2,021 shares; 2026Q1: 2,504 shares 2,504 $333K 0.02% +483 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,358 shares; 2025Q2: 31,409 shares; 2025Q3: 19,602 shares; 2025Q4: 7,372 shares; 2026Q1: 7,730 shares 7,730 $333K 0.02% +358 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 802 shares; 2025Q1: 858 shares; 2025Q2: 843 shares; 2025Q3: 884 shares; 2025Q4: 732 shares; 2026Q1: 715 shares 715 $332K 0.02% -17 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,872 shares; 2025Q3: 10,872 shares; 2025Q4: 10,872 shares; 2026Q1: 11,904 shares 11,904 $332K 0.02% +1,032 Timeline IJT 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: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,288 shares 2,288 $331K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,526 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,492 shares; 2026Q1: 1,672 shares 1,672 $331K 0.02% +180 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 2,010 shares; 2025Q4: not reported; 2026Q1: 1,924 shares 1,924 $330K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 444 shares; 2025Q1: 384 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 294 shares; 2026Q1: 300 shares 300 $328K 0.02% +6 Timeline PFXF 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: 27,422 shares; 2024Q4: 25,386 shares; 2025Q1: 23,502 shares; 2025Q2: 21,992 shares; 2025Q3: 21,773 shares; 2025Q4: 21,773 shares; 2026Q1: 18,684 shares 18,684 $328K 0.02% -3,089 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,977 shares; 2025Q2: 15,268 shares; 2025Q3: 15,774 shares; 2025Q4: 14,376 shares; 2026Q1: 23,993 shares 23,993 $324K 0.02% +9,617 Timeline AAA INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,301 shares; 2025Q1: 15,128 shares; 2025Q2: 13,180 shares; 2025Q3: 13,180 shares; 2025Q4: 12,980 shares; 2026Q1: 12,980 shares 12,980 $324K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,433 shares 3,433 $320K 0.02% new 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: not reported; 2025Q4: 555 shares; 2026Q1: 582 shares 582 $320K 0.02% +27 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: 4,649 shares; 2024Q4: 4,712 shares; 2025Q1: 4,552 shares; 2025Q2: 2,253 shares; 2025Q3: 2,602 shares; 2025Q4: 1,963 shares; 2026Q1: 2,695 shares 2,695 $319K 0.02% +732 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,517 shares; 2025Q4: 1,514 shares; 2026Q1: 1,677 shares 1,677 $318K 0.02% +163 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is 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: 5,553 shares 5,553 $317K 0.02% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 11,378 shares; 2025Q1: 11,378 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,715 shares 3,715 $315K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 957 shares 957 $315K 0.02% -30 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: 6,636 shares; 2024Q4: 6,802 shares; 2025Q1: 7,146 shares; 2025Q2: 1,643 shares; 2025Q3: 1,694 shares; 2025Q4: 1,547 shares; 2026Q1: 1,442 shares 1,442 $313K 0.02% -105 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,882 shares; 2024Q4: 77,882 shares; 2025Q1: 77,402 shares; 2025Q2: 77,382 shares; 2025Q3: 77,382 shares; 2025Q4: 77,382 shares; 2026Q1: 77,382 shares 77,382 $313K 0.02% 0 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: 1,886 shares; 2024Q4: 1,835 shares; 2025Q1: 2,394 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,081 shares 2,081 $312K 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,237 shares; 2025Q2: not reported; 2025Q3: 6,080 shares; 2025Q4: 5,209 shares; 2026Q1: 4,862 shares 4,862 $312K 0.02% -347 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,950 shares; 2025Q1: 7,405 shares; 2025Q2: 4,908 shares; 2025Q3: 5,274 shares; 2025Q4: 10,010 shares; 2026Q1: 9,716 shares 9,716 $311K 0.02% -294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,483 shares 5,483 $310K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 1,505 shares; 2025Q4: 2,233 shares; 2026Q1: 2,431 shares 2,431 $309K 0.02% +198 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: 758 shares; 2025Q1: 833 shares; 2025Q2: 270 shares; 2025Q3: 336 shares; 2025Q4: 333 shares; 2026Q1: 321 shares 321 $309K 0.02% -12 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 2,101 shares; 2026Q1: 2,101 shares 2,101 $307K 0.02% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 12,772 shares; 2025Q1: 12,670 shares; 2025Q2: 14,207 shares; 2025Q3: 11,301 shares; 2025Q4: 11,754 shares; 2026Q1: 10,354 shares 10,354 $304K 0.01% -1,400 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 1,795 shares; 2025Q3: 1,798 shares; 2025Q4: 1,801 shares; 2026Q1: 1,237 shares 1,237 $303K 0.01% -564 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 31,414 shares; 2025Q1: 31,664 shares; 2025Q2: 47,880 shares; 2025Q3: 48,544 shares; 2025Q4: 49,421 shares; 2026Q1: 51,686 shares 51,686 $301K 0.01% +2,265 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,018 shares; 2025Q1: 1,960 shares; 2025Q2: 2,131 shares; 2025Q3: not reported; 2025Q4: 2,738 shares; 2026Q1: 2,633 shares 2,633 $300K 0.01% -105 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: not reported; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,394 shares; 2025Q3: 1,729 shares; 2025Q4: 1,758 shares; 2026Q1: 1,643 shares 1,643 $300K 0.01% -115 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY 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: 3,959 shares 3,959 $298K 0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 976 shares; 2025Q2: 1,322 shares; 2025Q3: 786 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086 $296K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,519 shares; 2025Q1: 10,210 shares; 2025Q2: 10,079 shares; 2025Q3: 4,470 shares; 2025Q4: 4,326 shares; 2026Q1: 3,193 shares 3,193 $294K 0.01% -1,133 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 2,513 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,652 shares 2,652 $294K 0.01% +154 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: not reported; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 1,612 shares; 2025Q3: 1,575 shares; 2025Q4: 1,670 shares; 2026Q1: 1,857 shares 1,857 $293K 0.01% +187 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,213 shares; 2025Q1: 1,209 shares; 2025Q2: 1,230 shares; 2025Q3: 1,197 shares; 2025Q4: 1,182 shares; 2026Q1: 1,098 shares 1,098 $292K 0.01% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 841 shares; 2025Q3: 891 shares; 2025Q4: 819 shares; 2026Q1: 1,312 shares 1,312 $290K 0.01% +493 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares; 2026Q1: 834 shares 834 $288K 0.01% -45 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 237 shares; 2026Q1: 207 shares 207 $285K 0.01% -30 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: 1,967 shares; 2024Q4: 1,951 shares; 2025Q1: 1,801 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 1,680 shares 1,680 $284K 0.01% -112 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,016 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 6,036 shares; 2025Q4: 5,090 shares; 2026Q1: 4,699 shares 4,699 $282K 0.01% -391 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 5,552 shares; 2025Q1: 5,652 shares; 2025Q2: 6,462 shares; 2025Q3: 6,962 shares; 2025Q4: 6,312 shares; 2026Q1: 6,914 shares 6,914 $282K 0.01% +602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,394 shares 1,394 $282K 0.01% new Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 14,406 shares; 2025Q1: 13,774 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares; 2025Q4: 11,754 shares; 2026Q1: 11,754 shares 11,754 $282K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,325 shares; 2026Q1: 4,064 shares 4,064 $282K 0.01% +739 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,824 shares; 2025Q2: 8,982 shares; 2025Q3: 8,382 shares; 2025Q4: not reported; 2026Q1: 12,431 shares 12,431 $280K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 15,499 shares; 2025Q1: 14,219 shares; 2025Q2: 13,076 shares; 2025Q3: 12,765 shares; 2025Q4: 10,588 shares; 2026Q1: 9,109 shares 9,109 $279K 0.01% -1,479 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,504 shares; 2025Q1: 2,254 shares; 2025Q2: 575 shares; 2025Q3: 566 shares; 2025Q4: 742 shares; 2026Q1: 745 shares 745 $276K 0.01% +3 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,568 shares; 2025Q1: 1,569 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,361 shares; 2026Q1: 1,361 shares 1,361 $274K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,359 shares 8,359 $274K 0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,755 shares; 2026Q1: 19,476 shares 19,476 $269K 0.01% +6,721 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,505 shares; 2025Q4: 14,145 shares; 2026Q1: 15,212 shares 15,212 $267K 0.01% +1,067 Timeline HYD 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: 5,498 shares; 2024Q4: 5,431 shares; 2025Q1: 6,066 shares; 2025Q2: 5,293 shares; 2025Q3: 5,293 shares; 2025Q4: 4,174 shares; 2026Q1: 5,318 shares 5,318 $267K 0.01% +1,144 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,087 shares; 2025Q1: not reported; 2025Q2: 8,838 shares; 2025Q3: 7,938 shares; 2025Q4: 8,162 shares; 2026Q1: 4,508 shares 4,508 $266K 0.01% -3,654 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: 4,925 shares; 2026Q1: 4,670 shares 4,670 $266K 0.01% -255 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS 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: 1,181 shares; 2026Q1: 1,538 shares 1,538 $265K 0.01% +357 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,987 shares; 2025Q2: not reported; 2025Q3: 4,575 shares; 2025Q4: 4,944 shares; 2026Q1: 5,377 shares 5,377 $264K 0.01% +433 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 678 shares; 2025Q1: 707 shares; 2025Q2: 678 shares; 2025Q3: 681 shares; 2025Q4: 684 shares; 2026Q1: 503 shares 503 $263K 0.01% -181 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,499 shares; 2026Q1: 7,015 shares 7,015 $262K 0.01% -484 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,483 shares; 2025Q4: 2,363 shares; 2026Q1: 2,407 shares 2,407 $261K 0.01% +44 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: 31,490 shares; 2024Q4: 37,690 shares; 2025Q1: 45,821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,556 shares; 2026Q1: 4,442 shares 4,442 $261K 0.01% -114 Timeline HROW HARROW INC More: the full row for HARROW 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: 7,345 shares; 2026Q1: 7,345 shares 7,345 $259K 0.01% 0 Timeline ITA 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: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 1,159 shares; 2025Q3: 1,182 shares; 2025Q4: 1,202 shares; 2026Q1: 1,176 shares 1,176 $257K 0.01% -26 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,243 shares; 2026Q1: 4,243 shares 4,243 $256K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,282 shares; 2025Q1: 2,916 shares; 2025Q2: 2,678 shares; 2025Q3: 2,703 shares; 2025Q4: 2,459 shares; 2026Q1: 2,323 shares 2,323 $255K 0.01% -136 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET 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: 2,777 shares 2,777 $251K 0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is 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: 15,609 shares 15,609 $251K 0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 941 shares 941 $250K 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,296 shares 1,296 $248K 0.01% new Timeline