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: 41,466 shares; 2024Q4: 42,884 shares; 2025Q1: 50,560 shares; 2025Q2: 49,795 shares; 2025Q3: 56,008 shares; 2025Q4: 50,201 shares; 2026Q1: 50,436 shares 50,436 $12.8M 5.58% +235 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: 36,016 shares; 2024Q4: 37,787 shares; 2025Q1: 47,636 shares; 2025Q2: 47,156 shares; 2025Q3: 60,638 shares; 2025Q4: 48,318 shares; 2026Q1: 48,380 shares 48,380 $8.44M 3.68% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,039 shares; 2026Q1: 101,337 shares 101,337 $5.75M 2.51% +27,298 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,385 shares; 2024Q4: 42,690 shares; 2025Q1: 46,636 shares; 2025Q2: 70,391 shares; 2025Q3: 110,609 shares; 2025Q4: 68,283 shares; 2026Q1: 76,126 shares 76,126 $5.66M 2.47% +7,843 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,961 shares; 2024Q4: 123,961 shares; 2025Q1: 164,961 shares; 2025Q2: 191,161 shares; 2025Q3: 200,161 shares; 2025Q4: 201,161 shares; 2026Q1: 208,911 shares 208,911 $5.25M 2.29% +7,750 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: 7,469 shares; 2024Q4: 7,563 shares; 2025Q1: 10,769 shares; 2025Q2: 12,488 shares; 2025Q3: 20,654 shares; 2025Q4: 14,314 shares; 2026Q1: 14,308 shares 14,308 $4.1M 1.79% -6 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 8,084 shares; 2025Q3: 11,931 shares; 2025Q4: 6,881 shares; 2026Q1: 7,466 shares 7,466 $4.07M 1.77% +585 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: 7,262 shares; 2024Q4: 8,373 shares; 2025Q1: 11,212 shares; 2025Q2: 9,232 shares; 2025Q3: 13,394 shares; 2025Q4: 9,781 shares; 2026Q1: 10,163 shares 10,163 $3.76M 1.64% +382 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,289 shares; 2024Q4: 10,302 shares; 2025Q1: 10,764 shares; 2025Q2: 10,880 shares; 2025Q3: 20,681 shares; 2025Q4: 10,386 shares; 2026Q1: 8,642 shares 8,642 $3.68M 1.61% -1,744 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,794 shares; 2025Q1: 9,721 shares; 2025Q2: 8,730 shares; 2025Q3: 18,657 shares; 2025Q4: 11,475 shares; 2026Q1: 11,687 shares 11,687 $3.67M 1.6% +212 Timeline FNDE 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: 67,704 shares; 2024Q4: 70,058 shares; 2025Q1: 61,840 shares; 2025Q2: 79,156 shares; 2025Q3: 124,551 shares; 2025Q4: 69,907 shares; 2026Q1: 89,010 shares 89,010 $3.41M 1.48% +19,103 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: 34,893 shares; 2024Q4: 34,853 shares; 2025Q1: 29,982 shares; 2025Q2: 30,026 shares; 2025Q3: 59,648 shares; 2025Q4: 29,733 shares; 2026Q1: 29,511 shares 29,511 $3.34M 1.45% -222 Timeline IVLU 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: 79,781 shares; 2024Q4: 81,104 shares; 2025Q1: 30,218 shares; 2025Q2: 49,452 shares; 2025Q3: 78,214 shares; 2025Q4: 47,869 shares; 2026Q1: 82,694 shares 82,694 $3.28M 1.43% +34,825 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: 9,922 shares; 2024Q4: 10,066 shares; 2025Q1: 10,403 shares; 2025Q2: 10,791 shares; 2025Q3: 12,851 shares; 2025Q4: 10,807 shares; 2026Q1: 10,789 shares 10,789 $3.1M 1.35% -18 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: 13,876 shares; 2024Q4: 13,954 shares; 2025Q1: 14,699 shares; 2025Q2: 14,471 shares; 2025Q3: 20,073 shares; 2025Q4: 14,329 shares; 2026Q1: 14,291 shares 14,291 $2.98M 1.3% -38 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: 16,643 shares; 2024Q4: 16,684 shares; 2025Q1: 19,164 shares; 2025Q2: 17,797 shares; 2025Q3: 33,555 shares; 2025Q4: 12,742 shares; 2026Q1: 12,807 shares 12,807 $2.74M 1.19% +65 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 7,048 shares; 2025Q1: 7,941 shares; 2025Q2: 10,271 shares; 2025Q3: 13,331 shares; 2025Q4: 8,191 shares; 2026Q1: 8,271 shares 8,271 $2.56M 1.12% +80 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,034 shares; 2024Q4: 49,729 shares; 2025Q1: 24,815 shares; 2025Q2: 28,096 shares; 2025Q3: 44,732 shares; 2025Q4: 26,284 shares; 2026Q1: 50,451 shares 50,451 $2.47M 1.08% +24,167 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,271 shares; 2025Q1: 4,277 shares; 2025Q2: 3,996 shares; 2025Q3: 6,020 shares; 2025Q4: 4,261 shares; 2026Q1: 4,111 shares 4,111 $2.35M 1.02% -150 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,936 shares; 2024Q4: 98,945 shares; 2025Q1: 97,382 shares; 2025Q2: 105,573 shares; 2025Q3: 198,042 shares; 2025Q4: 77,349 shares; 2026Q1: 76,283 shares 76,283 $2.33M 1.01% -1,066 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: 44,820 shares; 2024Q4: 45,410 shares; 2025Q1: 41,657 shares; 2025Q2: 53,982 shares; 2025Q3: 84,935 shares; 2025Q4: 23,384 shares; 2026Q1: 36,651 shares 36,651 $1.98M 0.86% +13,267 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: 8,725 shares; 2025Q1: 4,946 shares; 2025Q2: 8,748 shares; 2025Q3: 13,334 shares; 2025Q4: 8,886 shares; 2026Q1: 8,866 shares 8,866 $1.89M 0.83% -20 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: 1,961 shares; 2024Q4: 1,622 shares; 2025Q1: 1,705 shares; 2025Q2: 2,153 shares; 2025Q3: 3,347 shares; 2025Q4: 2,007 shares; 2026Q1: 2,172 shares 2,172 $1.88M 0.82% +165 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: 2,510 shares; 2025Q4: 3,224 shares; 2026Q1: 5,179 shares 5,179 $1.75M 0.76% +1,955 Timeline VCLT 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: 8,549 shares; 2025Q3: 14,692 shares; 2025Q4: 24,149 shares; 2026Q1: 23,391 shares 23,391 $1.75M 0.76% -758 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 3,125 shares; 2025Q4: 7,397 shares; 2026Q1: 7,593 shares 7,593 $1.73M 0.76% +196 Timeline IDV 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: 40,387 shares 40,387 $1.72M 0.75% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,515 shares; 2025Q2: 10,787 shares; 2025Q3: 11,526 shares; 2025Q4: 11,173 shares; 2026Q1: 11,660 shares 11,660 $1.71M 0.74% +487 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: 2,199 shares; 2024Q4: 2,143 shares; 2025Q1: 6,426 shares; 2025Q2: 5,047 shares; 2025Q3: 5,204 shares; 2025Q4: 5,150 shares; 2026Q1: 5,037 shares 5,037 $1.7M 0.74% -113 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,047 shares; 2025Q4: 36,711 shares; 2026Q1: 22,934 shares 22,934 $1.7M 0.74% -13,777 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: 14,571 shares; 2024Q4: 18,837 shares; 2025Q1: 19,640 shares; 2025Q2: 19,416 shares; 2025Q3: 32,198 shares; 2025Q4: 22,501 shares; 2026Q1: 22,471 shares 22,471 $1.64M 0.71% -30 Timeline JNK 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,600 shares; 2025Q2: 14,265 shares; 2025Q3: 14,265 shares; 2025Q4: 16,365 shares; 2026Q1: 16,365 shares 16,365 $1.57M 0.68% 0 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: 58,895 shares; 2024Q4: 59,342 shares; 2025Q1: 71,981 shares; 2025Q2: 95,822 shares; 2025Q3: 150,937 shares; 2025Q4: 23,322 shares; 2026Q1: 31,074 shares 31,074 $1.54M 0.67% +7,752 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,344 shares; 2025Q1: 1,403 shares; 2025Q2: 1,585 shares; 2025Q3: 2,028 shares; 2025Q4: 1,515 shares; 2026Q1: 1,484 shares 1,484 $1.48M 0.64% -31 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 36,878 shares 36,878 $1.47M 0.64% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to 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: 17,104 shares; 2026Q1: 19,517 shares 19,517 $1.46M 0.64% +2,413 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: 6,199 shares; 2024Q4: 6,854 shares; 2025Q1: 7,333 shares; 2025Q2: 7,206 shares; 2025Q3: 11,659 shares; 2025Q4: 7,705 shares; 2026Q1: 7,437 shares 7,437 $1.46M 0.63% -268 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 9,075 shares; 2025Q1: 8,847 shares; 2025Q2: 8,852 shares; 2025Q3: 31,331 shares; 2025Q4: 18,570 shares; 2026Q1: 19,346 shares 19,346 $1.43M 0.62% +776 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: 1,513 shares; 2024Q4: 1,569 shares; 2025Q1: 1,564 shares; 2025Q2: 1,972 shares; 2025Q3: 3,212 shares; 2025Q4: 14,181 shares; 2026Q1: 14,135 shares 14,135 $1.36M 0.59% -46 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,025 shares 33,025 $1.34M 0.59% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,817 shares; 2025Q2: 10,059 shares; 2025Q3: 5,616 shares; 2025Q4: 5,259 shares; 2026Q1: 5,205 shares 5,205 $1.3M 0.57% -54 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,656 shares; 2025Q2: 3,600 shares; 2025Q3: 16,344 shares; 2025Q4: 13,289 shares; 2026Q1: 13,125 shares 13,125 $1.27M 0.55% -164 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: 4,182 shares; 2024Q4: 4,554 shares; 2025Q1: 4,684 shares; 2025Q2: 4,749 shares; 2025Q3: 7,325 shares; 2025Q4: 4,705 shares; 2026Q1: 4,626 shares 4,626 $1.23M 0.54% -79 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,791 shares; 2024Q4: 7,945 shares; 2025Q1: 7,563 shares; 2025Q2: 6,121 shares; 2025Q3: 9,530 shares; 2025Q4: 5,425 shares; 2026Q1: 5,800 shares 5,800 $1.21M 0.53% +375 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,715 shares; 2025Q1: 2,728 shares; 2025Q2: 2,691 shares; 2025Q3: 9,748 shares; 2025Q4: 5,963 shares; 2026Q1: 5,907 shares 5,907 $1.15M 0.5% -56 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: 10,610 shares; 2025Q2: 9,501 shares; 2025Q3: 15,121 shares; 2025Q4: 9,090 shares; 2026Q1: 9,088 shares 9,088 $1.15M 0.5% -2 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,921 shares; 2025Q1: 3,007 shares; 2025Q2: 5,880 shares; 2025Q3: 9,213 shares; 2025Q4: 5,690 shares; 2026Q1: 5,664 shares 5,664 $1.12M 0.49% -26 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,663 shares; 2025Q2: 4,263 shares; 2025Q3: 10,002 shares; 2025Q4: 6,640 shares; 2026Q1: 7,018 shares 7,018 $1.11M 0.48% +378 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 9,734 shares; 2025Q1: 9,734 shares; 2025Q2: not reported; 2025Q3: 73,959 shares; 2025Q4: 33,577 shares; 2026Q1: 20,823 shares 20,823 $1.1M 0.48% -12,754 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 8,768 shares; 2025Q1: 9,722 shares; 2025Q2: 9,017 shares; 2025Q3: 13,554 shares; 2025Q4: 8,508 shares; 2026Q1: 8,080 shares 8,080 $1.09M 0.48% -428 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: 4,099 shares; 2024Q4: 4,015 shares; 2025Q1: 3,915 shares; 2025Q2: 3,889 shares; 2025Q3: 4,311 shares; 2025Q4: 3,667 shares; 2026Q1: 3,691 shares 3,691 $1.09M 0.47% +24 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: 362 shares; 2024Q4: 354 shares; 2025Q1: 577 shares; 2025Q2: 661 shares; 2025Q3: 790 shares; 2025Q4: 823 shares; 2026Q1: 821 shares 821 $1.08M 0.47% -2 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: 5,367 shares; 2024Q4: 5,127 shares; 2025Q1: 6,039 shares; 2025Q2: 5,641 shares; 2025Q3: 7,646 shares; 2025Q4: 4,910 shares; 2026Q1: 8,696 shares 8,696 $1.08M 0.47% +3,786 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,335 shares; 2025Q4: 29,532 shares; 2026Q1: 20,682 shares 20,682 $1.05M 0.46% -8,850 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 2,053 shares; 2025Q3: 3,468 shares; 2025Q4: 1,753 shares; 2026Q1: 1,765 shares 1,765 $1.02M 0.44% +12 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: 5,665 shares; 2024Q4: 6,091 shares; 2025Q1: 6,655 shares; 2025Q2: 5,681 shares; 2025Q3: 8,618 shares; 2025Q4: 5,426 shares; 2026Q1: 5,292 shares 5,292 $987K 0.43% -134 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,616 shares; 2025Q2: 54,908 shares; 2025Q3: 81,935 shares; 2025Q4: 51,169 shares; 2026Q1: 50,379 shares 50,379 $985K 0.43% -790 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,839 shares; 2025Q1: 1,790 shares; 2025Q2: 3,072 shares; 2025Q3: 4,727 shares; 2025Q4: 3,641 shares; 2026Q1: 3,420 shares 3,420 $981K 0.43% -221 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,866 shares; 2025Q3: 10,484 shares; 2025Q4: 8,151 shares; 2026Q1: 10,416 shares 10,416 $967K 0.42% +2,265 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 16,246 shares; 2025Q3: 35,515 shares; 2025Q4: 17,773 shares; 2026Q1: 13,475 shares 13,475 $965K 0.42% -4,298 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 8,930 shares; 2025Q1: 18,681 shares; 2025Q2: 16,767 shares; 2025Q3: 24,972 shares; 2025Q4: 17,543 shares; 2026Q1: 15,737 shares 15,737 $961K 0.42% -1,806 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,379 shares; 2025Q2: 7,164 shares; 2025Q3: 7,346 shares; 2025Q4: 7,197 shares; 2026Q1: 11,543 shares 11,543 $956K 0.42% +4,346 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: not reported; 2025Q1: 2,542 shares; 2025Q2: 2,992 shares; 2025Q3: 4,801 shares; 2025Q4: 2,935 shares; 2026Q1: 2,962 shares 2,962 $953K 0.42% +27 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 39,851 shares 39,851 $941K 0.41% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,422 shares; 2025Q2: 6,028 shares; 2025Q3: 12,195 shares; 2025Q4: 8,769 shares; 2026Q1: 6,248 shares 6,248 $939K 0.41% -2,521 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 12,698 shares; 2025Q3: 19,554 shares; 2025Q4: 10,111 shares; 2026Q1: 10,594 shares 10,594 $934K 0.41% +483 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,281 shares; 2026Q1: 6,494 shares 6,494 $923K 0.4% +213 Timeline L LOEWS CORP More: the full row for LOEWS 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: 8,611 shares 8,611 $919K 0.4% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 15,598 shares; 2025Q1: 17,459 shares; 2025Q2: 15,552 shares; 2025Q3: 12,961 shares; 2025Q4: 8,360 shares; 2026Q1: 8,811 shares 8,811 $894K 0.39% +451 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 4,035 shares; 2025Q1: 3,879 shares; 2025Q2: 3,778 shares; 2025Q3: 2,360 shares; 2025Q4: 1,429 shares; 2026Q1: 1,300 shares 1,300 $885K 0.39% -129 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,225 shares; 2025Q2: 7,259 shares; 2025Q3: 19,873 shares; 2025Q4: 12,283 shares; 2026Q1: 11,541 shares 11,541 $877K 0.38% -742 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,752 shares; 2025Q2: 4,399 shares; 2025Q3: 5,778 shares; 2025Q4: 3,843 shares; 2026Q1: 3,789 shares 3,789 $873K 0.38% -54 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 66,651 shares; 2025Q4: 42,502 shares; 2026Q1: 54,976 shares 54,976 $873K 0.38% +12,474 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,128 shares 5,128 $852K 0.37% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares 1,975 $850K 0.37% 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: 1,662 shares; 2025Q1: 9,975 shares; 2025Q2: 5,234 shares; 2025Q3: 7,820 shares; 2025Q4: 5,344 shares; 2026Q1: 4,266 shares 4,266 $843K 0.37% -1,078 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 2,115 shares 2,115 $829K 0.36% +67 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,860 shares; 2025Q4: 3,015 shares; 2026Q1: 5,979 shares 5,979 $811K 0.35% +2,964 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,175 shares; 2025Q1: 7,175 shares; 2025Q2: 10,274 shares; 2025Q3: 17,723 shares; 2025Q4: 10,783 shares; 2026Q1: 11,131 shares 11,131 $789K 0.34% +348 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: 1,042 shares; 2024Q4: 1,031 shares; 2025Q1: 3,041 shares; 2025Q2: 2,993 shares; 2025Q3: 4,281 shares; 2025Q4: 3,490 shares; 2026Q1: 2,789 shares 2,789 $779K 0.34% -701 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,936 shares; 2025Q2: 2,006 shares; 2025Q3: 3,188 shares; 2025Q4: 1,968 shares; 2026Q1: 1,785 shares 1,785 $775K 0.34% -183 Timeline IWX 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: 11,132 shares; 2025Q4: 8,364 shares; 2026Q1: 8,355 shares 8,355 $774K 0.34% -9 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: not reported; 2024Q4: 763 shares; 2025Q1: 3,386 shares; 2025Q2: 3,127 shares; 2025Q3: 3,595 shares; 2025Q4: 2,943 shares; 2026Q1: 2,080 shares 2,080 $773K 0.34% -863 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,639 shares 19,639 $766K 0.33% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 11,869 shares; 2025Q1: 5,143 shares; 2025Q2: 5,071 shares; 2025Q3: 9,502 shares; 2025Q4: 3,538 shares; 2026Q1: 3,626 shares 3,626 $766K 0.33% +88 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 35,737 shares 35,737 $762K 0.33% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,036 shares 7,036 $757K 0.33% new 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: 4,298 shares; 2024Q4: 3,104 shares; 2025Q1: 2,051 shares; 2025Q2: 1,739 shares; 2025Q3: 1,744 shares; 2025Q4: 2,403 shares; 2026Q1: 3,071 shares 3,071 $751K 0.33% +668 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: 6,907 shares; 2026Q1: 6,920 shares 6,920 $743K 0.32% +13 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 10,201 shares 10,201 $742K 0.32% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,255 shares; 2025Q1: 2,746 shares; 2025Q2: 3,038 shares; 2025Q3: 4,445 shares; 2025Q4: 2,369 shares; 2026Q1: 2,491 shares 2,491 $738K 0.32% +122 Timeline GDXJ 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: 3,912 shares; 2025Q3: 10,958 shares; 2025Q4: 6,008 shares; 2026Q1: 6,077 shares 6,077 $729K 0.32% +69 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,059 shares 7,059 $711K 0.31% 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: 1,251 shares; 2025Q2: 744 shares; 2025Q3: 926 shares; 2025Q4: 946 shares; 2026Q1: 1,293 shares 1,293 $710K 0.31% +347 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 2,987 shares; 2025Q1: 3,118 shares; 2025Q2: 2,477 shares; 2025Q3: 5,336 shares; 2025Q4: 4,142 shares; 2026Q1: 4,284 shares 4,284 $706K 0.31% +142 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,739 shares; 2025Q3: 7,143 shares; 2025Q4: 4,568 shares; 2026Q1: 5,325 shares 5,325 $691K 0.3% +757 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: 2,673 shares; 2024Q4: 2,634 shares; 2025Q1: 1,810 shares; 2025Q2: 1,280 shares; 2025Q3: 3,199 shares; 2025Q4: 2,267 shares; 2026Q1: 2,262 shares 2,262 $684K 0.3% -5 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 3,101 shares; 2026Q1: 2,641 shares 2,641 $672K 0.29% -460 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: 7,939 shares; 2024Q4: 7,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,966 shares 15,966 $665K 0.29% new 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: 4,557 shares; 2024Q4: 4,673 shares; 2025Q1: 4,673 shares; 2025Q2: 3,114 shares; 2025Q3: 5,683 shares; 2025Q4: 3,251 shares; 2026Q1: 3,442 shares 3,442 $660K 0.29% +191 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE 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: 18,769 shares 18,769 $654K 0.28% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,818 shares; 2025Q4: 1,730 shares; 2026Q1: 2,292 shares 2,292 $650K 0.28% +562 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,866 shares; 2025Q2: 5,592 shares; 2025Q3: 5,592 shares; 2025Q4: 5,592 shares; 2026Q1: 6,752 shares 6,752 $648K 0.28% +1,160 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: 3,134 shares 3,134 $618K 0.27% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,407 shares; 2024Q4: 7,356 shares; 2025Q1: 5,760 shares; 2025Q2: 2,334 shares; 2025Q3: 2,625 shares; 2025Q4: 1,548 shares; 2026Q1: 1,597 shares 1,597 $612K 0.27% +49 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,021 shares; 2026Q1: 7,144 shares 7,144 $606K 0.26% +123 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT 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: 3,256 shares; 2025Q4: 8,594 shares; 2026Q1: 8,373 shares 8,373 $601K 0.26% -221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $596K 0.26% new 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: 5,196 shares; 2024Q4: 4,940 shares; 2025Q1: 2,449 shares; 2025Q2: 2,350 shares; 2025Q3: 3,609 shares; 2025Q4: 2,245 shares; 2026Q1: 2,138 shares 2,138 $592K 0.26% -107 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: not reported; 2025Q3: not reported; 2025Q4: 735 shares; 2026Q1: 671 shares 671 $586K 0.26% -64 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,794 shares; 2025Q1: 6,101 shares; 2025Q2: 5,923 shares; 2025Q3: 8,891 shares; 2025Q4: 6,904 shares; 2026Q1: 6,736 shares 6,736 $577K 0.25% -168 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 912 shares; 2025Q2: 670 shares; 2025Q3: 782 shares; 2025Q4: 586 shares; 2026Q1: 582 shares 582 $570K 0.25% -4 Timeline KSS KOHLS CORP More: the full row for KOHLS 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: 43,770 shares 43,770 $565K 0.25% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,590 shares; 2025Q1: 3,286 shares; 2025Q2: 3,190 shares; 2025Q3: 4,691 shares; 2025Q4: 3,712 shares; 2026Q1: 3,888 shares 3,888 $558K 0.24% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,832 shares; 2026Q1: 3,643 shares 3,643 $558K 0.24% -189 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,195 shares; 2026Q1: 2,054 shares 2,054 $556K 0.24% -141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,241 shares 1,241 $552K 0.24% -13 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,356 shares; 2025Q1: 12,870 shares; 2025Q2: 21,887 shares; 2025Q3: 34,477 shares; 2025Q4: 24,687 shares; 2026Q1: 12,478 shares 12,478 $539K 0.23% -12,209 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,460 shares; 2026Q1: 37,247 shares 37,247 $534K 0.23% -1,213 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,600 shares; 2025Q2: 16,900 shares; 2025Q3: 15,800 shares; 2025Q4: 15,800 shares; 2026Q1: 13,300 shares 13,300 $534K 0.23% -2,500 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,810 shares; 2025Q2: 6,753 shares; 2025Q3: 6,753 shares; 2025Q4: 6,753 shares; 2026Q1: 6,753 shares 6,753 $531K 0.23% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,428 shares; 2025Q1: 4,372 shares; 2025Q2: 2,760 shares; 2025Q3: 4,106 shares; 2025Q4: 2,512 shares; 2026Q1: 2,564 shares 2,564 $525K 0.23% +52 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 11,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $524K 0.23% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,485 shares; 2025Q3: 39,388 shares; 2025Q4: 38,300 shares; 2026Q1: 12,654 shares 12,654 $516K 0.22% -25,646 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: not reported; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,621 shares; 2025Q3: 2,698 shares; 2025Q4: 2,261 shares; 2026Q1: 2,330 shares 2,330 $510K 0.22% +69 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: 3,941 shares; 2025Q2: 3,845 shares; 2025Q3: 5,738 shares; 2025Q4: 4,462 shares; 2026Q1: 4,350 shares 4,350 $504K 0.22% -112 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 10,426 shares; 2025Q4: 8,782 shares; 2026Q1: 7,665 shares 7,665 $495K 0.22% -1,117 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: 2,663 shares; 2024Q4: 2,629 shares; 2025Q1: 1,625 shares; 2025Q2: 7,460 shares; 2025Q3: 9,484 shares; 2025Q4: 3,782 shares; 2026Q1: 3,414 shares 3,414 $493K 0.21% -368 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: 1,109 shares; 2024Q4: 1,159 shares; 2025Q1: 1,895 shares; 2025Q2: 1,972 shares; 2025Q3: 2,504 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $491K 0.21% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,988 shares; 2026Q1: 6,413 shares 6,413 $490K 0.21% +3,425 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: 1,647 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,554 shares 1,554 $488K 0.21% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,310 shares; 2025Q1: 10,115 shares; 2025Q2: 9,534 shares; 2025Q3: 13,724 shares; 2025Q4: 10,690 shares; 2026Q1: 10,458 shares 10,458 $488K 0.21% -232 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: not reported; 2024Q4: not reported; 2025Q1: 3,078 shares; 2025Q2: 5,303 shares; 2025Q3: 7,730 shares; 2025Q4: 3,505 shares; 2026Q1: 3,466 shares 3,466 $483K 0.21% -39 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,046 shares; 2025Q2: 19,832 shares; 2025Q3: 22,253 shares; 2025Q4: 28,644 shares; 2026Q1: 29,372 shares 29,372 $483K 0.21% +728 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,098 shares; 2025Q1: 2,245 shares; 2025Q2: 1,407 shares; 2025Q3: 1,401 shares; 2025Q4: 972 shares; 2026Q1: 989 shares 989 $480K 0.21% +17 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,422 shares; 2025Q2: 9,733 shares; 2025Q3: 9,733 shares; 2025Q4: 9,733 shares; 2026Q1: 9,733 shares 9,733 $474K 0.21% 0 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: 3,417 shares; 2024Q4: 3,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,494 shares 3,494 $464K 0.2% new 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: not reported; 2024Q4: 3,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,268 shares; 2025Q4: 5,872 shares; 2026Q1: 5,968 shares 5,968 $463K 0.2% +96 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,757 shares; 2025Q4: 7,117 shares; 2026Q1: 6,843 shares 6,843 $459K 0.2% -274 Timeline REMX 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: 5,378 shares; 2025Q4: 4,932 shares; 2026Q1: 5,208 shares 5,208 $458K 0.2% +276 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,029 shares; 2025Q1: 17,246 shares; 2025Q2: 11,718 shares; 2025Q3: 11,718 shares; 2025Q4: 11,718 shares; 2026Q1: 11,718 shares 11,718 $458K 0.2% 0 Timeline ICLN 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: 24,806 shares 24,806 $454K 0.2% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 2,353 shares; 2025Q4: 1,511 shares; 2026Q1: 1,821 shares 1,821 $452K 0.2% +310 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: 7,951 shares; 2025Q3: 11,165 shares; 2025Q4: 9,373 shares; 2026Q1: 9,704 shares 9,704 $450K 0.2% +331 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,642 shares 1,642 $449K 0.2% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,835 shares; 2026Q1: 1,918 shares 1,918 $447K 0.19% +83 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,391 shares; 2024Q4: 9,867 shares; 2025Q1: 10,476 shares; 2025Q2: 10,956 shares; 2025Q3: 5,373 shares; 2025Q4: 2,793 shares; 2026Q1: 3,503 shares 3,503 $447K 0.19% +710 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,169 shares; 2025Q3: 1,790 shares; 2025Q4: 1,092 shares; 2026Q1: 1,024 shares 1,024 $445K 0.19% -68 Timeline M MACYS INC More: the full row for MACYS 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: 22,887 shares; 2026Q1: 24,384 shares 24,384 $441K 0.19% +1,497 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,877 shares 2,877 $439K 0.19% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,525 shares 14,525 $437K 0.19% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,329 shares; 2024Q4: 29,294 shares; 2025Q1: 29,294 shares; 2025Q2: not reported; 2025Q3: 15,805 shares; 2025Q4: not reported; 2026Q1: 15,051 shares 15,051 $436K 0.19% new 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: 2,916 shares; 2024Q4: 2,449 shares; 2025Q1: 2,164 shares; 2025Q2: 2,216 shares; 2025Q3: not reported; 2025Q4: 2,045 shares; 2026Q1: 2,101 shares 2,101 $435K 0.19% +56 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,931 shares; 2024Q4: 6,374 shares; 2025Q1: 6,523 shares; 2025Q2: 6,679 shares; 2025Q3: 6,615 shares; 2025Q4: 11,183 shares; 2026Q1: 10,966 shares 10,966 $431K 0.19% -217 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 1,326 shares 1,326 $428K 0.19% +498 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,226 shares; 2025Q1: 11,481 shares; 2025Q2: 10,850 shares; 2025Q3: 16,292 shares; 2025Q4: 12,905 shares; 2026Q1: 12,732 shares 12,732 $427K 0.19% -173 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 1,252 shares 1,252 $424K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,879 shares 4,879 $423K 0.18% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,242 shares; 2025Q2: 29,402 shares; 2025Q3: 29,402 shares; 2025Q4: 29,402 shares; 2026Q1: 29,402 shares 29,402 $423K 0.18% 0 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: 5,000 shares; 2025Q2: 4,940 shares; 2025Q3: 12,930 shares; 2025Q4: not reported; 2026Q1: 5,250 shares 5,250 $420K 0.18% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,049 shares 1,049 $419K 0.18% new 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: 344 shares; 2024Q4: 394 shares; 2025Q1: 308 shares; 2025Q2: 281 shares; 2025Q3: 445 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $414K 0.18% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,333 shares 1,333 $398K 0.17% +130 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,220 shares; 2024Q4: 26,225 shares; 2025Q1: 24,214 shares; 2025Q2: 22,019 shares; 2025Q3: 21,572 shares; 2025Q4: 23,257 shares; 2026Q1: 20,564 shares 20,564 $395K 0.17% -2,693 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,124 shares; 2025Q2: 22,119 shares; 2025Q3: 34,400 shares; 2025Q4: 14,415 shares; 2026Q1: 14,307 shares 14,307 $393K 0.17% -108 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,030 shares; 2026Q1: 4,135 shares 4,135 $391K 0.17% +105 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,010 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $390K 0.17% 0 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: 2,659 shares; 2024Q4: 3,200 shares; 2025Q1: 2,896 shares; 2025Q2: 2,880 shares; 2025Q3: 3,933 shares; 2025Q4: 3,068 shares; 2026Q1: 1,288 shares 1,288 $389K 0.17% -1,780 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 3,496 shares 3,496 $387K 0.17% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,182 shares 4,182 $386K 0.17% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,814 shares; 2025Q1: 2,418 shares; 2025Q2: 2,445 shares; 2025Q3: 3,681 shares; 2025Q4: 2,875 shares; 2026Q1: 2,823 shares 2,823 $384K 0.17% -52 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,980 shares 34,980 $376K 0.16% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 2,044 shares; 2025Q1: 1,384 shares; 2025Q2: 1,183 shares; 2025Q3: 1,551 shares; 2025Q4: 1,175 shares; 2026Q1: 1,167 shares 1,167 $371K 0.16% -8 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 2,726 shares; 2025Q3: 3,224 shares; 2025Q4: 2,325 shares; 2026Q1: 1,332 shares 1,332 $370K 0.16% -993 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,513 shares; 2025Q2: 1,339 shares; 2025Q3: 1,855 shares; 2025Q4: 1,472 shares; 2026Q1: 1,489 shares 1,489 $368K 0.16% +17 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,588 shares; 2026Q1: 5,273 shares 5,273 $365K 0.16% +685 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,489 shares; 2025Q1: 1,693 shares; 2025Q2: 1,686 shares; 2025Q3: 2,597 shares; 2025Q4: 1,677 shares; 2026Q1: 1,686 shares 1,686 $365K 0.16% +9 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: not reported; 2025Q1: not reported; 2025Q2: 5,552 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,276 shares 3,276 $365K 0.16% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,019 shares; 2025Q2: 14,015 shares; 2025Q3: 14,015 shares; 2025Q4: 14,015 shares; 2026Q1: 14,015 shares 14,015 $363K 0.16% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 364 shares; 2025Q3: 520 shares; 2025Q4: 397 shares; 2026Q1: 403 shares 403 $361K 0.16% +6 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: 3,405 shares; 2024Q4: 3,560 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares; 2026Q1: 1,765 shares 1,765 $359K 0.16% +81 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,218 shares; 2025Q1: 627 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 801 shares 801 $358K 0.16% +251 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,727 shares; 2025Q2: 3,102 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 2,026 shares 2,026 $347K 0.15% -1,082 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,855 shares; 2025Q1: 2,988 shares; 2025Q2: 2,938 shares; 2025Q3: 2,630 shares; 2025Q4: 2,088 shares; 2026Q1: 2,037 shares 2,037 $346K 0.15% -51 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,138 shares; 2025Q2: 15,368 shares; 2025Q3: 16,058 shares; 2025Q4: 16,058 shares; 2026Q1: 15,600 shares 15,600 $345K 0.15% -458 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,502 shares 1,502 $344K 0.15% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $341K 0.15% 0 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: 1,253 shares; 2024Q4: 1,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $338K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 2,048 shares; 2026Q1: 2,242 shares 2,242 $328K 0.14% +194 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: 594 shares; 2024Q4: 568 shares; 2025Q1: 453 shares; 2025Q2: 463 shares; 2025Q3: 517 shares; 2025Q4: 378 shares; 2026Q1: 386 shares 386 $327K 0.14% +8 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,277 shares 5,277 $324K 0.14% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 919 shares; 2026Q1: 1,009 shares 1,009 $322K 0.14% +90 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 2,888 shares; 2026Q1: 1,394 shares 1,394 $320K 0.14% -1,494 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,776 shares; 2026Q1: 2,696 shares 2,696 $320K 0.14% -80 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: 926 shares; 2024Q4: 964 shares; 2025Q1: 979 shares; 2025Q2: 24,990 shares; 2025Q3: 38,869 shares; 2025Q4: 20,440 shares; 2026Q1: 3,436 shares 3,436 $317K 0.14% -17,004 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,525 shares; 2025Q4: 2,810 shares; 2026Q1: 2,704 shares 2,704 $317K 0.14% -106 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,279 shares 62,279 $313K 0.14% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 638 shares 638 $313K 0.14% new 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: 784 shares; 2024Q4: 785 shares; 2025Q1: 743 shares; 2025Q2: 590 shares; 2025Q3: 949 shares; 2025Q4: 623 shares; 2026Q1: 671 shares 671 $309K 0.13% +48 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: 2,860 shares; 2024Q4: 2,836 shares; 2025Q1: 3,374 shares; 2025Q2: 3,145 shares; 2025Q3: 5,606 shares; 2025Q4: 3,761 shares; 2026Q1: 2,052 shares 2,052 $302K 0.13% -1,709 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 6,295 shares; 2025Q1: 6,463 shares; 2025Q2: 9,119 shares; 2025Q3: 6,209 shares; 2025Q4: 4,000 shares; 2026Q1: 3,000 shares 3,000 $300K 0.13% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,888 shares; 2025Q3: 6,536 shares; 2025Q4: 4,591 shares; 2026Q1: 6,108 shares 6,108 $298K 0.13% +1,517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,459 shares 2,459 $296K 0.13% new Timeline FXO 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: 9,521 shares; 2025Q2: 13,952 shares; 2025Q3: 25,656 shares; 2025Q4: 4,571 shares; 2026Q1: 5,253 shares 5,253 $295K 0.13% +682 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,014 shares 5,014 $295K 0.13% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,853 shares; 2026Q1: 11,506 shares 11,506 $293K 0.13% +653 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,569 shares; 2025Q2: 4,963 shares; 2025Q3: 6,648 shares; 2025Q4: 4,205 shares; 2026Q1: 4,821 shares 4,821 $290K 0.13% +616 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,487 shares; 2026Q1: 9,525 shares 9,525 $280K 0.12% +2,038 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: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $279K 0.12% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,152 shares; 2025Q2: 10,078 shares; 2025Q3: 15,571 shares; 2025Q4: 6,687 shares; 2026Q1: 7,192 shares 7,192 $278K 0.12% +505 Timeline AVDV 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: 2,761 shares 2,761 $276K 0.12% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,947 shares; 2025Q2: 6,947 shares; 2025Q3: 6,947 shares; 2025Q4: 6,420 shares; 2026Q1: 5,445 shares 5,445 $274K 0.12% -975 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: not reported; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,704 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares 1,665 $270K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 1,103 shares; 2025Q3: 1,680 shares; 2025Q4: 1,381 shares; 2026Q1: 1,357 shares 1,357 $269K 0.12% -24 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,615 shares; 2025Q2: 18,438 shares; 2025Q3: 18,438 shares; 2025Q4: 17,952 shares; 2026Q1: 16,031 shares 16,031 $268K 0.12% -1,921 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,534 shares; 2026Q1: 1,119 shares 1,119 $268K 0.12% -415 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,352 shares; 2025Q2: 2,398 shares; 2025Q3: 3,715 shares; 2025Q4: 2,427 shares; 2026Q1: 2,468 shares 2,468 $268K 0.12% +41 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,815 shares 4,815 $260K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,824 shares; 2026Q1: 13,824 shares 13,824 $260K 0.11% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares 1,950 $255K 0.11% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 1,474 shares; 2025Q4: 997 shares; 2026Q1: 1,032 shares 1,032 $253K 0.11% +35 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,116 shares; 2025Q1: 4,116 shares; 2025Q2: 4,127 shares; 2025Q3: 3,630 shares; 2025Q4: not reported; 2026Q1: 3,153 shares 3,153 $249K 0.11% new Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES 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: 3,998 shares; 2026Q1: 3,934 shares 3,934 $249K 0.11% -64 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: 4,257 shares; 2025Q3: 3,002 shares; 2025Q4: 2,203 shares; 2026Q1: 2,225 shares 2,225 $247K 0.11% +22 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,563 shares; 2025Q4: 1,224 shares; 2026Q1: 1,231 shares 1,231 $242K 0.11% +7 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,082 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,622 shares 3,622 $238K 0.1% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares 3,201 $238K 0.1% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,165 shares; 2025Q4: 2,707 shares; 2026Q1: 1,297 shares 1,297 $237K 0.1% -1,410 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,866 shares; 2026Q1: 2,979 shares 2,979 $237K 0.1% +113 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,535 shares; 2025Q4: 3,724 shares; 2026Q1: 3,234 shares 3,234 $227K 0.1% -490 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 1,165 shares; 2025Q3: 937 shares; 2025Q4: 617 shares; 2026Q1: 307 shares 307 $224K 0.1% -310 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: not reported; 2024Q4: 5,289 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $223K 0.1% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG 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: 6,272 shares; 2026Q1: 6,272 shares 6,272 $221K 0.1% 0 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,280 shares 12,280 $220K 0.1% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,160 shares 4,160 $220K 0.1% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 910 shares; 2026Q1: 694 shares 694 $218K 0.1% -216 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: 296 shares; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 218 shares; 2026Q1: 234 shares 234 $215K 0.09% +16 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $211K 0.09% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares 96 $211K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,310 shares; 2025Q3: 1,772 shares; 2025Q4: not reported; 2026Q1: 705 shares 705 $208K 0.09% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares 1,308 $207K 0.09% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,748 shares 16,748 $206K 0.09% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,019 shares; 2024Q4: 10,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,973 shares 3,973 $204K 0.09% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: not reported; 2026Q1: 212 shares 212 $204K 0.09% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,525 shares; 2025Q2: 6,338 shares; 2025Q3: not reported; 2025Q4: 5,579 shares; 2026Q1: 5,579 shares 5,579 $203K 0.09% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH 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: 2,281 shares 2,281 $203K 0.09% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,408 shares; 2025Q1: 21,269 shares; 2025Q2: 14,817 shares; 2025Q3: 14,652 shares; 2025Q4: 12,706 shares; 2026Q1: 11,217 shares 11,217 $193K 0.08% -1,489 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 15,344 shares; 2025Q4: 16,690 shares; 2026Q1: 16,690 shares 16,690 $191K 0.08% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,076 shares; 2025Q2: 14,811 shares; 2025Q3: 15,611 shares; 2025Q4: 16,880 shares; 2026Q1: 17,890 shares 17,890 $178K 0.08% +1,010 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $156K 0.07% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,422 shares; 2025Q2: 15,596 shares; 2025Q3: 15,596 shares; 2025Q4: 15,596 shares; 2026Q1: 12,699 shares 12,699 $138K 0.06% -2,897 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,683 shares 11,683 $136K 0.06% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,741 shares; 2026Q1: 11,685 shares 11,685 $95.2K 0.04% +944 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,219 shares 10,219 $80.1K 0.03% new Timeline