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: 1,201,035 shares; 2024Q4: 1,191,832 shares; 2025Q1: 1,169,308 shares; 2025Q2: 1,102,752 shares; 2025Q3: 1,070,404 shares; 2025Q4: 1,053,250 shares; 2026Q1: 1,095,021 shares 1,095,021 $120M 8.52% +41,771 Timeline SHM 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: 1,099,893 shares; 2024Q4: 1,332,475 shares; 2025Q1: 1,419,334 shares; 2025Q2: 1,418,462 shares; 2025Q3: 1,644,782 shares; 2025Q4: 1,789,151 shares; 2026Q1: 2,160,790 shares 2,160,790 $103M 7.33% +371,639 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: 446,530 shares; 2024Q4: 522,434 shares; 2025Q1: 530,690 shares; 2025Q2: 499,965 shares; 2025Q3: 562,846 shares; 2025Q4: 644,941 shares; 2026Q1: 772,073 shares 772,073 $63.8M 4.52% +127,132 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: 432,181 shares; 2024Q4: 455,702 shares; 2025Q1: 475,235 shares; 2025Q2: 497,817 shares; 2025Q3: 518,350 shares; 2025Q4: 546,864 shares; 2026Q1: 567,198 shares 567,198 $63.2M 4.48% +20,334 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: 627,863 shares; 2024Q4: 687,766 shares; 2025Q1: 742,329 shares; 2025Q2: 814,240 shares; 2025Q3: 846,790 shares; 2025Q4: 881,426 shares; 2026Q1: 896,948 shares 896,948 $62.6M 4.44% +15,522 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839,533 shares; 2024Q4: 1,025,025 shares; 2025Q1: 1,152,876 shares; 2025Q2: 1,058,596 shares; 2025Q3: 1,203,745 shares; 2025Q4: 1,326,195 shares; 2026Q1: 1,475,653 shares 1,475,653 $52.7M 3.74% +149,458 Timeline SPTS 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: 601,444 shares; 2024Q4: 718,580 shares; 2025Q1: 635,339 shares; 2025Q2: 571,571 shares; 2025Q3: 760,936 shares; 2025Q4: 1,019,790 shares; 2026Q1: 1,296,623 shares 1,296,623 $37.8M 2.68% +276,833 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: 137,845 shares; 2024Q4: 147,311 shares; 2025Q1: 146,130 shares; 2025Q2: 149,573 shares; 2025Q3: 148,529 shares; 2025Q4: 150,064 shares; 2026Q1: 145,129 shares 145,129 $36.8M 2.61% -4,935 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,621 shares; 2024Q4: 375,434 shares; 2025Q1: 409,628 shares; 2025Q2: 455,919 shares; 2025Q3: 502,421 shares; 2025Q4: 566,736 shares; 2026Q1: 596,056 shares 596,056 $31.5M 2.23% +29,320 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: 461,244 shares; 2024Q4: 455,867 shares; 2025Q1: 446,020 shares; 2025Q2: 435,495 shares; 2025Q3: 432,525 shares; 2025Q4: 415,374 shares; 2026Q1: 353,069 shares 353,069 $31.1M 2.21% -62,305 Timeline BWZ 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: 766,242 shares; 2024Q4: 803,058 shares; 2025Q1: 861,505 shares; 2025Q2: 898,480 shares; 2025Q3: 940,854 shares; 2025Q4: 1,004,228 shares; 2026Q1: 1,116,054 shares 1,116,054 $30M 2.13% +111,826 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,855 shares; 2024Q4: 506,523 shares; 2025Q1: 554,181 shares; 2025Q2: 676,447 shares; 2025Q3: 743,262 shares; 2025Q4: 833,558 shares; 2026Q1: 927,927 shares 927,927 $29.9M 2.12% +94,369 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: 210,908 shares; 2025Q3: 229,741 shares; 2025Q4: 251,266 shares; 2026Q1: 267,405 shares 267,405 $29.5M 2.1% +16,139 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: 512,712 shares; 2024Q4: 536,555 shares; 2025Q1: 537,504 shares; 2025Q2: 538,301 shares; 2025Q3: 530,930 shares; 2025Q4: 525,398 shares; 2026Q1: 510,422 shares 510,422 $29M 2.06% -14,976 Timeline RWO 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: 332,715 shares; 2024Q4: 366,574 shares; 2025Q1: 399,827 shares; 2025Q2: 435,275 shares; 2025Q3: 468,563 shares; 2025Q4: 517,994 shares; 2026Q1: 593,631 shares 593,631 $27.2M 1.93% +75,637 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: 145,845 shares; 2024Q4: 145,060 shares; 2025Q1: 130,980 shares; 2025Q2: 132,071 shares; 2025Q3: 132,997 shares; 2025Q4: 133,261 shares; 2026Q1: 125,100 shares 125,100 $21.8M 1.55% -8,161 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: 21,748 shares; 2024Q4: 23,605 shares; 2025Q1: 24,879 shares; 2025Q2: 52,253 shares; 2025Q3: 58,084 shares; 2025Q4: 62,700 shares; 2026Q1: 71,442 shares 71,442 $21.6M 1.53% +8,742 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: 152,208 shares; 2024Q4: 159,768 shares; 2025Q1: 172,809 shares; 2025Q2: 175,408 shares; 2025Q3: 174,344 shares; 2025Q4: 174,458 shares; 2026Q1: 173,691 shares 173,691 $16.9M 1.2% -767 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,949 shares; 2024Q4: 127,376 shares; 2025Q1: 133,272 shares; 2025Q2: 147,096 shares; 2025Q3: 164,228 shares; 2025Q4: 176,274 shares; 2026Q1: 177,085 shares 177,085 $16.4M 1.16% +811 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: 38,804 shares; 2024Q4: 41,023 shares; 2025Q1: 39,415 shares; 2025Q2: 40,071 shares; 2025Q3: 40,663 shares; 2025Q4: 43,140 shares; 2026Q1: 38,271 shares 38,271 $14.2M 1% -4,869 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: 185,479 shares; 2024Q4: 194,464 shares; 2025Q1: 201,477 shares; 2025Q2: 194,769 shares; 2025Q3: 190,421 shares; 2025Q4: 189,793 shares; 2026Q1: 179,578 shares 179,578 $13.4M 0.95% -10,215 Timeline REET 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: 487,796 shares; 2024Q4: 488,734 shares; 2025Q1: 488,923 shares; 2025Q2: 508,202 shares; 2025Q3: 503,571 shares; 2025Q4: 505,219 shares; 2026Q1: 505,471 shares 505,471 $12.7M 0.9% +252 Timeline SUSA 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: 85,819 shares; 2024Q4: 93,362 shares; 2025Q1: 97,468 shares; 2025Q2: 95,424 shares; 2025Q3: 93,169 shares; 2025Q4: 91,685 shares; 2026Q1: 91,969 shares 91,969 $12.1M 0.86% +284 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: 35,129 shares; 2024Q4: 27,656 shares; 2025Q1: 28,155 shares; 2025Q2: 32,807 shares; 2025Q3: 32,023 shares; 2025Q4: 40,074 shares; 2026Q1: 38,637 shares 38,637 $12.1M 0.86% -1,437 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 1,334 shares; 2025Q1: 351 shares; 2025Q2: 359 shares; 2025Q3: 357 shares; 2025Q4: 15,785 shares; 2026Q1: 24,286 shares 24,286 $11.4M 0.81% +8,501 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: 84,184 shares; 2024Q4: 89,680 shares; 2025Q1: 93,573 shares; 2025Q2: 81,975 shares; 2025Q3: 80,795 shares; 2025Q4: 94,282 shares; 2026Q1: 105,106 shares 105,106 $11.2M 0.79% +10,824 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 29,767 shares; 2025Q1: 33,938 shares; 2025Q2: 226,264 shares; 2025Q3: 259,744 shares; 2025Q4: 286,081 shares; 2026Q1: 308,787 shares 308,787 $10.4M 0.74% +22,706 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: 33,647 shares; 2024Q4: 35,091 shares; 2025Q1: 33,928 shares; 2025Q2: 35,012 shares; 2025Q3: 34,844 shares; 2025Q4: 36,126 shares; 2026Q1: 35,994 shares 35,994 $10.3M 0.73% -132 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,556 shares; 2024Q4: 102,878 shares; 2025Q1: 103,343 shares; 2025Q2: 99,878 shares; 2025Q3: 99,312 shares; 2025Q4: 98,656 shares; 2026Q1: 96,370 shares 96,370 $9.85M 0.7% -2,286 Timeline IUSG 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: 77,895 shares; 2024Q4: 82,855 shares; 2025Q1: 79,460 shares; 2025Q2: 71,689 shares; 2025Q3: 68,210 shares; 2025Q4: 66,824 shares; 2026Q1: 62,595 shares 62,595 $9.71M 0.69% -4,229 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: 32,954 shares; 2024Q4: 34,120 shares; 2025Q1: 33,503 shares; 2025Q2: 33,403 shares; 2025Q3: 33,382 shares; 2025Q4: 36,822 shares; 2026Q1: 33,554 shares 33,554 $9.65M 0.68% -3,268 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: 115,212 shares; 2024Q4: 120,647 shares; 2025Q1: 119,790 shares; 2025Q2: 107,889 shares; 2025Q3: 102,270 shares; 2025Q4: 99,308 shares; 2026Q1: 88,661 shares 88,661 $8.68M 0.62% -10,647 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: 156,558 shares; 2024Q4: 159,811 shares; 2025Q1: 163,473 shares; 2025Q2: 157,945 shares; 2025Q3: 155,472 shares; 2025Q4: 154,954 shares; 2026Q1: 151,195 shares 151,195 $8.55M 0.61% -3,759 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: 28,849 shares; 2024Q4: 32,917 shares; 2025Q1: 33,647 shares; 2025Q2: 43,104 shares; 2025Q3: 42,000 shares; 2025Q4: 40,804 shares; 2026Q1: 39,214 shares 39,214 $8.38M 0.59% -1,590 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: 37,106 shares; 2024Q4: 40,602 shares; 2025Q1: 39,583 shares; 2025Q2: 40,362 shares; 2025Q3: 40,880 shares; 2025Q4: 46,620 shares; 2026Q1: 39,922 shares 39,922 $8.31M 0.59% -6,698 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: 39,188 shares; 2024Q4: 38,552 shares; 2025Q1: 37,484 shares; 2025Q2: 37,607 shares; 2025Q3: 37,434 shares; 2025Q4: 37,595 shares; 2026Q1: 37,136 shares 37,136 $8.07M 0.57% -459 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: 21,524 shares; 2024Q4: 20,989 shares; 2025Q1: 20,440 shares; 2025Q2: 19,430 shares; 2025Q3: 18,799 shares; 2025Q4: 18,557 shares; 2026Q1: 17,508 shares 17,508 $7.47M 0.53% -1,049 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: 20,305 shares; 2024Q4: 18,298 shares; 2025Q1: 15,872 shares; 2025Q2: 12,713 shares; 2025Q3: 12,278 shares; 2025Q4: 13,187 shares; 2026Q1: 10,445 shares 10,445 $6.79M 0.48% -2,742 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $6.46M 0.46% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,431 shares; 2024Q4: 442,694 shares; 2025Q1: 449,669 shares; 2025Q2: 366,660 shares; 2025Q3: 363,545 shares; 2025Q4: 364,648 shares; 2026Q1: 358,890 shares 358,890 $6.22M 0.44% -5,758 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,457 shares; 2024Q4: 54,604 shares; 2025Q1: 61,724 shares; 2025Q2: 62,240 shares; 2025Q3: 62,323 shares; 2025Q4: 63,379 shares; 2026Q1: 63,997 shares 63,997 $6.12M 0.43% +618 Timeline VSGX 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: 67,612 shares; 2024Q4: 73,067 shares; 2025Q1: 80,393 shares; 2025Q2: 81,304 shares; 2025Q3: 82,390 shares; 2025Q4: 81,817 shares; 2026Q1: 80,678 shares 80,678 $5.79M 0.41% -1,139 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: 17,273 shares; 2024Q4: 17,682 shares; 2025Q1: 17,780 shares; 2025Q2: 17,478 shares; 2025Q3: 17,232 shares; 2025Q4: 16,920 shares; 2026Q1: 13,370 shares 13,370 $5.75M 0.41% -3,550 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,816 shares; 2024Q4: 47,500 shares; 2025Q1: 50,971 shares; 2025Q2: 46,224 shares; 2025Q3: 45,867 shares; 2025Q4: 46,710 shares; 2026Q1: 45,890 shares 45,890 $5.44M 0.39% -820 Timeline ESGE 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: 90,915 shares; 2024Q4: 99,573 shares; 2025Q1: 114,857 shares; 2025Q2: 115,286 shares; 2025Q3: 114,458 shares; 2025Q4: 114,840 shares; 2026Q1: 109,765 shares 109,765 $4.99M 0.35% -5,075 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 42,085 shares; 2025Q3: 42,067 shares; 2025Q4: 41,678 shares; 2026Q1: 42,010 shares 42,010 $4.96M 0.35% +332 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: 14,132 shares; 2024Q4: 13,601 shares; 2025Q1: 14,213 shares; 2025Q2: 15,707 shares; 2025Q3: 15,845 shares; 2025Q4: 17,750 shares; 2026Q1: 15,419 shares 15,419 $4.77M 0.34% -2,331 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: 77,025 shares; 2024Q4: 76,212 shares; 2025Q1: 66,901 shares; 2025Q2: 63,506 shares; 2025Q3: 62,651 shares; 2025Q4: 61,768 shares; 2026Q1: 60,103 shares 60,103 $4.71M 0.33% -1,665 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: 5,151 shares; 2024Q4: 5,439 shares; 2025Q1: 5,575 shares; 2025Q2: 5,549 shares; 2025Q3: 5,398 shares; 2025Q4: 5,542 shares; 2026Q1: 5,033 shares 5,033 $4.63M 0.33% -509 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,252 shares; 2024Q4: 17,130 shares; 2025Q1: 18,585 shares; 2025Q2: 17,732 shares; 2025Q3: 17,927 shares; 2025Q4: 44,502 shares; 2026Q1: 46,620 shares 46,620 $4.5M 0.32% +2,118 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: 6,051 shares; 2024Q4: 8,042 shares; 2025Q1: 8,036 shares; 2025Q2: 8,312 shares; 2025Q3: 8,431 shares; 2025Q4: 9,270 shares; 2026Q1: 7,802 shares 7,802 $4.46M 0.32% -1,468 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,101 shares; 2024Q4: 96,492 shares; 2025Q1: 130,265 shares; 2025Q2: 102,889 shares; 2025Q3: 108,527 shares; 2025Q4: 118,139 shares; 2026Q1: 127,153 shares 127,153 $4.46M 0.32% +9,014 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 8,089 shares; 2025Q1: 8,338 shares; 2025Q2: 8,666 shares; 2025Q3: 8,735 shares; 2025Q4: 9,627 shares; 2026Q1: 9,279 shares 9,279 $4.45M 0.32% -348 Timeline EMXC 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: 59,907 shares; 2024Q4: 60,275 shares; 2025Q1: 60,275 shares; 2025Q2: 56,129 shares; 2025Q3: 56,130 shares; 2025Q4: 55,941 shares; 2026Q1: 55,891 shares 55,891 $4.4M 0.31% -50 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: 13,047 shares; 2024Q4: 12,963 shares; 2025Q1: 13,224 shares; 2025Q2: 13,800 shares; 2025Q3: 13,857 shares; 2025Q4: 15,315 shares; 2026Q1: 14,692 shares 14,692 $4.32M 0.31% -623 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: 11,245 shares; 2024Q4: 11,602 shares; 2025Q1: 11,463 shares; 2025Q2: 11,696 shares; 2025Q3: 11,689 shares; 2025Q4: 13,130 shares; 2026Q1: 11,227 shares 11,227 $4.17M 0.3% -1,903 Timeline ESML 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: 58,466 shares; 2024Q4: 57,199 shares; 2025Q1: 61,634 shares; 2025Q2: 72,532 shares; 2025Q3: 73,883 shares; 2025Q4: 74,954 shares; 2026Q1: 77,361 shares 77,361 $3.64M 0.26% +2,407 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: 79,467 shares; 2024Q4: 80,432 shares; 2025Q1: 80,027 shares; 2025Q2: 77,877 shares; 2025Q3: 77,078 shares; 2025Q4: 77,757 shares; 2026Q1: 76,866 shares 76,866 $3.51M 0.25% -891 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 7 shares; 2025Q1: 102 shares; 2025Q2: 21,926 shares; 2025Q3: 21,974 shares; 2025Q4: 21,854 shares; 2026Q1: 21,842 shares 21,842 $3.29M 0.23% -12 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: 23,549 shares; 2024Q4: 23,575 shares; 2025Q1: 23,779 shares; 2025Q2: 24,117 shares; 2025Q3: 24,512 shares; 2025Q4: 26,743 shares; 2026Q1: 26,293 shares 26,293 $3.27M 0.23% -450 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,500 shares; 2026Q1: 15,000 shares 15,000 $3.25M 0.23% -2,500 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: 30,671 shares; 2024Q4: 30,894 shares; 2025Q1: 31,702 shares; 2025Q2: 31,050 shares; 2025Q3: 33,140 shares; 2025Q4: 37,117 shares; 2026Q1: 39,135 shares 39,135 $3.09M 0.22% +2,018 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,618 shares; 2025Q1: 2,620 shares; 2025Q2: 3,091 shares; 2025Q3: 2,971 shares; 2025Q4: 2,910 shares; 2026Q1: 2,976 shares 2,976 $2.97M 0.21% +66 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: 6,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares; 2026Q1: 6,699 shares 6,699 $2.91M 0.21% 0 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,729 shares; 2026Q1: 24,729 shares 24,729 $2.84M 0.2% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,817 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 107,492 shares; 2026Q1: 107,021 shares 107,021 $2.84M 0.2% -471 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: 13,683 shares; 2024Q4: 12,964 shares; 2025Q1: 14,527 shares; 2025Q2: 14,365 shares; 2025Q3: 15,204 shares; 2025Q4: 16,264 shares; 2026Q1: 16,071 shares 16,071 $2.73M 0.19% -193 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: 1,923 shares; 2024Q4: 6,228 shares; 2025Q1: 6,210 shares; 2025Q2: 4,744 shares; 2025Q3: 4,737 shares; 2025Q4: 5,046 shares; 2026Q1: 4,514 shares 4,514 $2.7M 0.19% -532 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: 8,270 shares; 2024Q4: 8,810 shares; 2025Q1: 8,790 shares; 2025Q2: 8,873 shares; 2025Q3: 8,854 shares; 2025Q4: 8,952 shares; 2026Q1: 7,849 shares 7,849 $2.58M 0.18% -1,103 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: 7,899 shares; 2024Q4: 6,822 shares; 2025Q1: 7,167 shares; 2025Q2: 7,674 shares; 2025Q3: 8,431 shares; 2025Q4: 10,465 shares; 2026Q1: 10,513 shares 10,513 $2.57M 0.18% +48 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 983 shares; 2025Q1: 978 shares; 2025Q2: 964 shares; 2025Q3: 969 shares; 2025Q4: 4,292 shares; 2026Q1: 4,123 shares 4,123 $2.44M 0.17% -169 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,731 shares; 2026Q1: 550,000 shares 550,000 $2.44M 0.17% +292,269 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,000 shares; 2026Q1: 40,000 shares 40,000 $2.37M 0.17% +2,000 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: 12,218 shares; 2024Q4: 12,298 shares; 2025Q1: 13,269 shares; 2025Q2: 13,594 shares; 2025Q3: 13,701 shares; 2025Q4: 14,055 shares; 2026Q1: 14,341 shares 14,341 $2.36M 0.17% +286 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: 12,612 shares; 2024Q4: 18,532 shares; 2025Q1: 20,902 shares; 2025Q2: 20,147 shares; 2025Q3: 20,694 shares; 2025Q4: 26,016 shares; 2026Q1: 25,897 shares 25,897 $2.34M 0.17% -119 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,618 shares; 2024Q4: 61,525 shares; 2025Q1: 62,086 shares; 2025Q2: 58,515 shares; 2025Q3: 55,115 shares; 2025Q4: 55,849 shares; 2026Q1: 48,826 shares 48,826 $2.29M 0.16% -7,023 Timeline BWX 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: 70,239 shares; 2024Q4: 105,036 shares; 2025Q1: 110,994 shares; 2025Q2: 103,939 shares; 2025Q3: 102,838 shares; 2025Q4: 102,931 shares; 2026Q1: 103,846 shares 103,846 $2.28M 0.16% +915 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 22 shares; 2025Q2: 39,283 shares; 2025Q3: 39,277 shares; 2025Q4: 39,339 shares; 2026Q1: 39,872 shares 39,872 $2.27M 0.16% +533 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,249 shares; 2025Q1: 2,337 shares; 2025Q2: 2,496 shares; 2025Q3: 2,499 shares; 2025Q4: 23,958 shares; 2026Q1: 23,597 shares 23,597 $2.27M 0.16% -361 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: 7,116 shares; 2024Q4: 7,024 shares; 2025Q1: 6,795 shares; 2025Q2: 6,717 shares; 2025Q3: 6,645 shares; 2025Q4: 6,731 shares; 2026Q1: 6,403 shares 6,403 $2.25M 0.16% -328 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,600 shares; 2026Q1: 80,600 shares 80,600 $2.25M 0.16% 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: 7,508 shares; 2024Q4: 7,933 shares; 2025Q1: 8,003 shares; 2025Q2: 8,422 shares; 2025Q3: 8,412 shares; 2025Q4: 8,510 shares; 2026Q1: 7,397 shares 7,397 $2.24M 0.16% -1,113 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: 24,048 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 24,305 shares; 2026Q1: 26,305 shares 26,305 $2.2M 0.16% +2,000 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,814 shares; 2025Q1: 6,630 shares; 2025Q2: 6,708 shares; 2025Q3: 6,838 shares; 2025Q4: 7,483 shares; 2026Q1: 7,364 shares 7,364 $2.09M 0.15% -119 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: 20,530 shares; 2024Q4: 19,956 shares; 2025Q1: 19,855 shares; 2025Q2: 15,135 shares; 2025Q3: 15,013 shares; 2025Q4: 14,426 shares; 2026Q1: 10,785 shares 10,785 $2.07M 0.15% -3,641 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: 13,431 shares; 2024Q4: 13,589 shares; 2025Q1: 13,694 shares; 2025Q2: 13,892 shares; 2025Q3: 13,273 shares; 2025Q4: 15,025 shares; 2026Q1: 13,996 shares 13,996 $2.06M 0.15% -1,029 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,500 shares; 2026Q1: 118,500 shares 118,500 $2.05M 0.15% 0 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: 3,576 shares; 2024Q4: 4,396 shares; 2025Q1: 4,299 shares; 2025Q2: 4,448 shares; 2025Q3: 4,500 shares; 2025Q4: 4,617 shares; 2026Q1: 4,021 shares 4,021 $2.01M 0.14% -596 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,666 shares; 2024Q4: 269 shares; 2025Q1: 266 shares; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 37,707 shares; 2026Q1: 41,553 shares 41,553 $2.01M 0.14% +3,846 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: 22,824 shares; 2024Q4: 24,306 shares; 2025Q1: 24,540 shares; 2025Q2: 23,793 shares; 2025Q3: 24,192 shares; 2025Q4: 25,817 shares; 2026Q1: 25,598 shares 25,598 $1.99M 0.14% -219 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: 8,866 shares; 2024Q4: 8,888 shares; 2025Q1: 9,395 shares; 2025Q2: 9,479 shares; 2025Q3: 9,397 shares; 2025Q4: 9,569 shares; 2026Q1: 9,005 shares 9,005 $1.96M 0.14% -564 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: 2,081 shares; 2024Q4: 2,095 shares; 2025Q1: 2,127 shares; 2025Q2: 2,237 shares; 2025Q3: 2,249 shares; 2025Q4: 2,294 shares; 2026Q1: 2,314 shares 2,314 $1.96M 0.14% +20 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,400 shares; 2026Q1: 90,400 shares 90,400 $1.93M 0.14% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 11,000 shares; 2026Q1: 11,000 shares 11,000 $1.93M 0.14% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 804 shares; 2025Q1: 812 shares; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 9,700 shares; 2026Q1: 9,594 shares 9,594 $1.9M 0.13% -106 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: 32,933 shares; 2024Q4: 32,796 shares; 2025Q1: 32,707 shares; 2025Q2: 34,328 shares; 2025Q3: 34,919 shares; 2025Q4: 43,311 shares; 2026Q1: 38,521 shares 38,521 $1.88M 0.13% -4,790 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: 10,091 shares; 2024Q4: 9,999 shares; 2025Q1: 9,013 shares; 2025Q2: 9,036 shares; 2025Q3: 9,099 shares; 2025Q4: 9,374 shares; 2026Q1: 9,131 shares 9,131 $1.86M 0.13% -243 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: 14,220 shares; 2024Q4: 14,110 shares; 2025Q1: 2,825 shares; 2025Q2: 2,559 shares; 2025Q3: 2,559 shares; 2025Q4: 2,768 shares; 2026Q1: 2,725 shares 2,725 $1.78M 0.13% -43 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: 4,279 shares; 2024Q4: 4,215 shares; 2025Q1: 4,348 shares; 2025Q2: 4,081 shares; 2025Q3: 4,266 shares; 2025Q4: 4,639 shares; 2026Q1: 4,805 shares 4,805 $1.62M 0.12% +166 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,889 shares; 2026Q1: 21,000 shares 21,000 $1.6M 0.11% +1,111 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: 6,746 shares; 2024Q4: 6,501 shares; 2025Q1: 6,354 shares; 2025Q2: 6,394 shares; 2025Q3: 6,413 shares; 2025Q4: 8,040 shares; 2026Q1: 7,634 shares 7,634 $1.49M 0.11% -406 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 658 shares; 2025Q1: 480 shares; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 10,480 shares; 2026Q1: 12,480 shares 12,480 $1.47M 0.1% +2,000 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: 5,676 shares; 2025Q1: 6,049 shares; 2025Q2: 5,816 shares; 2025Q3: 6,078 shares; 2025Q4: 6,328 shares; 2026Q1: 6,530 shares 6,530 $1.4M 0.1% +202 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $1.33M 0.09% 0 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: 12,154 shares; 2024Q4: 12,893 shares; 2025Q1: 13,166 shares; 2025Q2: 13,099 shares; 2025Q3: 13,195 shares; 2025Q4: 11,230 shares; 2026Q1: 9,206 shares 9,206 $1.33M 0.09% -2,024 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: 5,731 shares; 2024Q4: 5,696 shares; 2025Q1: 5,535 shares; 2025Q2: 5,757 shares; 2025Q3: 5,914 shares; 2025Q4: 6,358 shares; 2026Q1: 11,326 shares 11,326 $1.28M 0.09% +4,968 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: 1,543 shares; 2024Q4: 1,474 shares; 2025Q1: 1,550 shares; 2025Q2: 1,591 shares; 2025Q3: 1,630 shares; 2025Q4: 1,706 shares; 2026Q1: 1,791 shares 1,791 $1.27M 0.09% +85 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: 552 shares; 2024Q4: 489 shares; 2025Q1: 513 shares; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 4,272 shares; 2026Q1: 4,974 shares 4,974 $1.26M 0.09% +702 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: 3,960 shares; 2024Q4: 3,449 shares; 2025Q1: 3,490 shares; 2025Q2: 3,630 shares; 2025Q3: 3,426 shares; 2025Q4: 4,415 shares; 2026Q1: 3,674 shares 3,674 $1.26M 0.09% -741 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 12,528 shares; 2026Q1: 12,554 shares 12,554 $1.24M 0.09% +26 Timeline DAVE DAVE INC More: the full row for DAVE 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: 6,000 shares; 2026Q1: 7,000 shares 7,000 $1.22M 0.09% +1,000 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: 4,278 shares; 2024Q4: 3,779 shares; 2025Q1: 4,109 shares; 2025Q2: 5,526 shares; 2025Q3: 5,469 shares; 2025Q4: 5,598 shares; 2026Q1: 4,993 shares 4,993 $1.21M 0.09% -605 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 6,673 shares; 2026Q1: 6,681 shares 6,681 $1.2M 0.09% +8 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,350 shares; 2026Q1: 11,350 shares 11,350 $1.17M 0.08% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 617 shares; 2025Q1: 912 shares; 2025Q2: not reported; 2025Q3: 2,641 shares; 2025Q4: 27,115 shares; 2026Q1: 27,320 shares 27,320 $1.16M 0.08% +205 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 3,706 shares; 2025Q1: 3,577 shares; 2025Q2: 3,750 shares; 2025Q3: 3,734 shares; 2025Q4: 4,058 shares; 2026Q1: 3,831 shares 3,831 $1.16M 0.08% -227 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: 709 shares; 2024Q4: 748 shares; 2025Q1: 1,035 shares; 2025Q2: 1,072 shares; 2025Q3: 1,114 shares; 2025Q4: 1,149 shares; 2026Q1: 1,327 shares 1,327 $1.16M 0.08% +178 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: 10,815 shares; 2024Q4: 9,127 shares; 2025Q1: 7,810 shares; 2025Q2: 7,574 shares; 2025Q3: 7,590 shares; 2025Q4: 8,257 shares; 2026Q1: 9,499 shares 9,499 $1.14M 0.08% +1,242 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: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,860 shares; 2025Q2: 1,859 shares; 2025Q3: 1,902 shares; 2025Q4: 2,767 shares; 2026Q1: 2,312 shares 2,312 $1.14M 0.08% -455 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: 5,000 shares; 2024Q4: 5,042 shares; 2025Q1: 4,834 shares; 2025Q2: 4,795 shares; 2025Q3: 4,797 shares; 2025Q4: 4,857 shares; 2026Q1: 4,892 shares 4,892 $1.13M 0.08% +35 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,980 shares; 2026Q1: 74,980 shares 74,980 $1.13M 0.08% 0 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: 3,068 shares; 2024Q4: 3,321 shares; 2025Q1: 3,294 shares; 2025Q2: 3,691 shares; 2025Q3: 3,699 shares; 2025Q4: 3,962 shares; 2026Q1: 3,618 shares 3,618 $1.12M 0.08% -344 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: 5,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 5,030 shares; 2026Q1: 7,103 shares 7,103 $1.12M 0.08% +2,073 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $1.11M 0.08% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,861 shares; 2025Q1: 4,942 shares; 2025Q2: 4,772 shares; 2025Q3: 4,796 shares; 2025Q4: 5,105 shares; 2026Q1: 4,587 shares 4,587 $1.08M 0.08% -518 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 8,181 shares; 2026Q1: 8,160 shares 8,160 $1.08M 0.08% -21 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 725 shares; 2025Q1: 462 shares; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 25,079 shares; 2026Q1: 25,269 shares 25,269 $1.08M 0.08% +190 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: 12,561 shares; 2024Q4: 12,611 shares; 2025Q1: 13,040 shares; 2025Q2: 13,845 shares; 2025Q3: 13,530 shares; 2025Q4: 14,181 shares; 2026Q1: 13,456 shares 13,456 $1.07M 0.08% -725 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: 10,590 shares; 2024Q4: 13,666 shares; 2025Q1: 14,978 shares; 2025Q2: 16,494 shares; 2025Q3: 15,346 shares; 2025Q4: 16,531 shares; 2026Q1: 13,909 shares 13,909 $1.06M 0.08% -2,622 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: 3,045 shares; 2024Q4: 3,293 shares; 2025Q1: 4,661 shares; 2025Q2: 4,454 shares; 2025Q3: 4,977 shares; 2025Q4: 5,049 shares; 2026Q1: 5,026 shares 5,026 $1.04M 0.07% -23 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: 4,759 shares; 2024Q4: 5,310 shares; 2025Q1: 5,352 shares; 2025Q2: 5,842 shares; 2025Q3: 5,872 shares; 2025Q4: 6,392 shares; 2026Q1: 6,508 shares 6,508 $1.04M 0.07% +116 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 2,500 shares 2,500 $1.02M 0.07% -2,500 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 11,000 shares; 2026Q1: 16,000 shares 16,000 $1.02M 0.07% +5,000 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: 1,158 shares; 2024Q4: 1,178 shares; 2025Q1: 1,297 shares; 2025Q2: 1,177 shares; 2025Q3: 1,165 shares; 2025Q4: 1,142 shares; 2026Q1: 1,157 shares 1,157 $1M 0.07% +15 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,200 shares; 2026Q1: 40,200 shares 40,200 $995K 0.07% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,955 shares; 2024Q4: 13,227 shares; 2025Q1: 12,948 shares; 2025Q2: 11,087 shares; 2025Q3: 11,003 shares; 2025Q4: 10,752 shares; 2026Q1: 10,474 shares 10,474 $991K 0.07% -278 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: 3,655 shares; 2024Q4: 3,561 shares; 2025Q1: 3,431 shares; 2025Q2: 3,464 shares; 2025Q3: 3,487 shares; 2025Q4: 3,506 shares; 2026Q1: 3,507 shares 3,507 $959K 0.07% +1 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: not reported; 2025Q3: 605 shares; 2025Q4: 8,822 shares; 2026Q1: 8,792 shares 8,792 $951K 0.07% -30 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 10,316 shares; 2026Q1: 24,833 shares 24,833 $904K 0.06% +14,517 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: 3,039 shares; 2024Q4: 3,023 shares; 2025Q1: 1,851 shares; 2025Q2: 2,488 shares; 2025Q3: 2,479 shares; 2025Q4: 2,472 shares; 2026Q1: 2,443 shares 2,443 $898K 0.06% -29 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: 8,022 shares; 2024Q4: 7,921 shares; 2025Q1: 8,080 shares; 2025Q2: 8,019 shares; 2025Q3: 8,000 shares; 2025Q4: 7,949 shares; 2026Q1: 7,998 shares 7,998 $891K 0.06% +49 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,073 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 60,000 shares 60,000 $886K 0.06% +10,000 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: 843 shares; 2024Q4: 972 shares; 2025Q1: 955 shares; 2025Q2: 973 shares; 2025Q3: 974 shares; 2025Q4: 1,013 shares; 2026Q1: 988 shares 988 $884K 0.06% -25 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: 4,728 shares; 2024Q4: 4,589 shares; 2025Q1: 4,843 shares; 2025Q2: 5,709 shares; 2025Q3: 5,252 shares; 2025Q4: 5,788 shares; 2026Q1: 5,961 shares 5,961 $872K 0.06% +173 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: 4,237 shares; 2024Q4: 4,205 shares; 2025Q1: 4,230 shares; 2025Q2: 4,136 shares; 2025Q3: 4,306 shares; 2025Q4: 4,187 shares; 2026Q1: 4,184 shares 4,184 $871K 0.06% -3 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,320 shares; 2025Q1: 1,362 shares; 2025Q2: 1,379 shares; 2025Q3: 1,354 shares; 2025Q4: 1,406 shares; 2026Q1: 1,559 shares 1,559 $856K 0.06% +153 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 19,074 shares; 2026Q1: 19,081 shares 19,081 $849K 0.06% +7 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: 98,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183,500 shares; 2026Q1: 208,500 shares 208,500 $842K 0.06% +25,000 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: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 3,087 shares; 2025Q2: 3,094 shares; 2025Q3: 3,074 shares; 2025Q4: 3,068 shares; 2026Q1: 3,167 shares 3,167 $841K 0.06% +99 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: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 2,189 shares; 2025Q3: 1,692 shares; 2025Q4: 2,707 shares; 2026Q1: 2,604 shares 2,604 $836K 0.06% -103 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,945 shares; 2026Q1: 10,945 shares 10,945 $830K 0.06% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,170 shares; 2025Q1: 5,000 shares; 2025Q2: 4,737 shares; 2025Q3: 4,724 shares; 2025Q4: 4,698 shares; 2026Q1: 4,264 shares 4,264 $828K 0.06% -434 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,929 shares; 2025Q1: 2,199 shares; 2025Q2: 4,055 shares; 2025Q3: 4,157 shares; 2025Q4: 4,879 shares; 2026Q1: 4,520 shares 4,520 $825K 0.06% -359 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: 8,968 shares; 2024Q4: 8,968 shares; 2025Q1: 8,968 shares; 2025Q2: 8,968 shares; 2025Q3: 8,968 shares; 2025Q4: 10,701 shares; 2026Q1: 10,677 shares 10,677 $823K 0.06% -24 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,401 shares; 2026Q1: 51,401 shares 51,401 $818K 0.06% +10,000 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: 7,218 shares; 2024Q4: 10,807 shares; 2025Q1: 10,814 shares; 2025Q2: 11,425 shares; 2025Q3: 11,120 shares; 2025Q4: 15,267 shares; 2026Q1: 15,114 shares 15,114 $817K 0.06% -153 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: 2,821 shares; 2024Q4: 2,988 shares; 2025Q1: 2,924 shares; 2025Q2: 3,430 shares; 2025Q3: 3,425 shares; 2025Q4: 3,932 shares; 2026Q1: 4,190 shares 4,190 $808K 0.06% +258 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 29,000 shares; 2026Q1: 34,000 shares 34,000 $807K 0.06% +5,000 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,580 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,580 shares; 2026Q1: 20,580 shares 20,580 $800K 0.06% 0 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: 1,846 shares; 2024Q4: 1,841 shares; 2025Q1: 1,874 shares; 2025Q2: 1,853 shares; 2025Q3: 1,855 shares; 2025Q4: 1,888 shares; 2026Q1: 1,790 shares 1,790 $796K 0.06% -98 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: 729 shares; 2024Q4: 920 shares; 2025Q1: 1,004 shares; 2025Q2: 1,101 shares; 2025Q3: 1,112 shares; 2025Q4: 1,284 shares; 2026Q1: 1,285 shares 1,285 $776K 0.06% +1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,210 shares; 2025Q1: 2,123 shares; 2025Q2: 2,206 shares; 2025Q3: 2,214 shares; 2025Q4: 2,263 shares; 2026Q1: 1,772 shares 1,772 $766K 0.05% -491 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: 1,078 shares; 2024Q4: 1,153 shares; 2025Q1: 1,188 shares; 2025Q2: 1,273 shares; 2025Q3: 1,324 shares; 2025Q4: 1,845 shares; 2026Q1: 1,492 shares 1,492 $740K 0.05% -353 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: 113 shares; 2024Q4: 148 shares; 2025Q1: 153 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 174 shares; 2026Q1: 169 shares 169 $713K 0.05% -5 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 173 shares; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 48,694 shares; 2026Q1: 31,191 shares 31,191 $710K 0.05% -17,503 Timeline VONV 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: 7,450 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 7,450 shares 7,450 $698K 0.05% 0 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: 6,822 shares; 2024Q4: 5,676 shares; 2025Q1: 5,017 shares; 2025Q2: 4,410 shares; 2025Q3: 4,421 shares; 2025Q4: 5,047 shares; 2026Q1: 4,456 shares 4,456 $692K 0.05% -591 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: 5,008 shares; 2024Q4: 4,790 shares; 2025Q1: 4,767 shares; 2025Q2: 4,911 shares; 2025Q3: 5,029 shares; 2025Q4: 5,390 shares; 2026Q1: 5,355 shares 5,355 $677K 0.05% -35 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: 1,895 shares; 2024Q4: 1,900 shares; 2025Q1: 2,990 shares; 2025Q2: 3,623 shares; 2025Q3: 3,729 shares; 2025Q4: 3,899 shares; 2026Q1: 4,073 shares 4,073 $673K 0.05% +174 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 7,150 shares; 2025Q1: 7,029 shares; 2025Q2: 6,475 shares; 2025Q3: 6,460 shares; 2025Q4: 7,000 shares; 2026Q1: 6,974 shares 6,974 $672K 0.05% -26 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: 4,110 shares; 2024Q4: 4,250 shares; 2025Q1: 4,081 shares; 2025Q2: 3,645 shares; 2025Q3: 3,496 shares; 2025Q4: 3,232 shares; 2026Q1: 2,459 shares 2,459 $665K 0.05% -773 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: 635 shares; 2025Q1: 627 shares; 2025Q2: 651 shares; 2025Q3: 656 shares; 2025Q4: 678 shares; 2026Q1: 688 shares 688 $661K 0.05% +10 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 3,302 shares; 2026Q1: 3,307 shares 3,307 $661K 0.05% +5 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: 2,412 shares; 2024Q4: 2,463 shares; 2025Q1: 2,475 shares; 2025Q2: 2,480 shares; 2025Q3: 2,489 shares; 2025Q4: 2,472 shares; 2026Q1: 2,362 shares 2,362 $656K 0.05% -110 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM 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: 210,000 shares; 2026Q1: 210,000 shares 210,000 $651K 0.05% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 26,175 shares; 2026Q1: 42,834 shares 42,834 $645K 0.05% +16,659 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,000 shares; 2026Q1: 48,000 shares 48,000 $643K 0.05% +10,000 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: 1,380 shares; 2024Q4: 1,573 shares; 2025Q1: 1,531 shares; 2025Q2: 1,657 shares; 2025Q3: 1,656 shares; 2025Q4: 1,780 shares; 2026Q1: 1,798 shares 1,798 $643K 0.05% +18 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $638K 0.05% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 131 shares; 2025Q1: 135 shares; 2025Q2: 133 shares; 2025Q3: 128 shares; 2025Q4: 207 shares; 2026Q1: 188 shares 188 $635K 0.05% -19 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: 2,868 shares; 2024Q4: 2,883 shares; 2025Q1: 2,864 shares; 2025Q2: 3,011 shares; 2025Q3: 3,044 shares; 2025Q4: 2,960 shares; 2026Q1: 3,010 shares 3,010 $632K 0.04% +50 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 40,000 shares 40,000 $627K 0.04% +10,000 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: 348 shares; 2024Q4: 408 shares; 2025Q1: 406 shares; 2025Q2: 5,970 shares; 2025Q3: 6,032 shares; 2025Q4: 6,711 shares; 2026Q1: 6,661 shares 6,661 $615K 0.04% -50 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $604K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 9,382 shares; 2025Q1: 9,126 shares; 2025Q2: 9,097 shares; 2025Q3: 9,020 shares; 2025Q4: 9,085 shares; 2026Q1: 8,184 shares 8,184 $592K 0.04% -901 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 12,010 shares; 2026Q1: 12,058 shares 12,058 $590K 0.04% +48 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: 1,880 shares; 2024Q4: 1,879 shares; 2025Q1: 1,981 shares; 2025Q2: 2,017 shares; 2025Q3: 1,867 shares; 2025Q4: 1,925 shares; 2026Q1: 2,112 shares 2,112 $590K 0.04% +187 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,797 shares; 2025Q1: 1,720 shares; 2025Q2: 1,708 shares; 2025Q3: 1,720 shares; 2025Q4: 3,167 shares; 2026Q1: 2,572 shares 2,572 $581K 0.04% -595 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,738 shares; 2025Q1: 2,919 shares; 2025Q2: 2,634 shares; 2025Q3: 2,631 shares; 2025Q4: 3,154 shares; 2026Q1: 2,371 shares 2,371 $575K 0.04% -783 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,325 shares; 2025Q1: 1,354 shares; 2025Q2: 1,428 shares; 2025Q3: 1,443 shares; 2025Q4: 1,505 shares; 2026Q1: 1,243 shares 1,243 $573K 0.04% -262 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 50 shares; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 245 shares; 2025Q4: 14,972 shares; 2026Q1: 15,036 shares 15,036 $559K 0.04% +64 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,929 shares; 2025Q1: 3,967 shares; 2025Q2: 4,447 shares; 2025Q3: 4,516 shares; 2025Q4: 4,652 shares; 2026Q1: 4,697 shares 4,697 $557K 0.04% +45 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: 13,773 shares; 2024Q4: 15,812 shares; 2025Q1: 17,743 shares; 2025Q2: 19,796 shares; 2025Q3: 20,145 shares; 2025Q4: 19,364 shares; 2026Q1: 19,152 shares 19,152 $555K 0.04% -212 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: 5,930 shares; 2024Q4: 5,551 shares; 2025Q1: 5,178 shares; 2025Q2: 5,514 shares; 2025Q3: 5,567 shares; 2025Q4: 6,083 shares; 2026Q1: 5,952 shares 5,952 $553K 0.04% -131 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 2,127 shares; 2025Q1: 2,279 shares; 2025Q2: 2,314 shares; 2025Q3: 2,438 shares; 2025Q4: 2,479 shares; 2026Q1: 2,544 shares 2,544 $551K 0.04% +65 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 664 shares; 2025Q4: 362 shares; 2026Q1: 20,130 shares 20,130 $544K 0.04% +19,768 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: 1,788 shares; 2024Q4: 1,710 shares; 2025Q1: 1,645 shares; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 1,738 shares; 2026Q1: 1,816 shares 1,816 $538K 0.04% +78 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,858 shares; 2026Q1: 2,526 shares 2,526 $533K 0.04% -332 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: 5,512 shares; 2024Q4: 5,348 shares; 2025Q1: 5,639 shares; 2025Q2: 6,375 shares; 2025Q3: 5,893 shares; 2025Q4: 5,802 shares; 2026Q1: 5,101 shares 5,101 $524K 0.04% -701 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: 2,635 shares; 2024Q4: 2,840 shares; 2025Q1: 2,641 shares; 2025Q2: 2,418 shares; 2025Q3: 2,499 shares; 2025Q4: 2,861 shares; 2026Q1: 2,755 shares 2,755 $522K 0.04% -106 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 319 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 7,565 shares; 2026Q1: 7,434 shares 7,434 $519K 0.04% -131 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: 5,476 shares; 2024Q4: 2,901 shares; 2025Q1: 3,535 shares; 2025Q2: not reported; 2025Q3: 4,712 shares; 2025Q4: 15,348 shares; 2026Q1: 11,607 shares 11,607 $512K 0.04% -3,741 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: 865 shares; 2024Q4: 865 shares; 2025Q1: 870 shares; 2025Q2: 880 shares; 2025Q3: 893 shares; 2025Q4: 889 shares; 2026Q1: 751 shares 751 $512K 0.04% -138 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 21,202 shares; 2026Q1: 21,078 shares 21,078 $510K 0.04% -124 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,636 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 6,403 shares; 2026Q1: 3,871 shares 3,871 $504K 0.04% -2,532 Timeline ESGU 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: 5,052 shares; 2024Q4: 4,517 shares; 2025Q1: 4,397 shares; 2025Q2: 4,021 shares; 2025Q3: 3,936 shares; 2025Q4: 3,589 shares; 2026Q1: 3,565 shares 3,565 $504K 0.04% -24 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 13,340 shares; 2026Q1: 14,860 shares 14,860 $503K 0.04% +1,520 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: 1,225 shares; 2024Q4: 1,196 shares; 2025Q1: 1,183 shares; 2025Q2: 1,204 shares; 2025Q3: 1,218 shares; 2025Q4: 1,180 shares; 2026Q1: 1,258 shares 1,258 $499K 0.04% +78 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: 1,906 shares; 2024Q4: 2,717 shares; 2025Q1: 2,840 shares; 2025Q2: 3,759 shares; 2025Q3: 3,589 shares; 2025Q4: 3,818 shares; 2026Q1: 3,526 shares 3,526 $491K 0.03% -292 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 20,000 shares; 2026Q1: 20,000 shares 20,000 $487K 0.03% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 936 shares; 2025Q1: 919 shares; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 9,130 shares; 2026Q1: 9,112 shares 9,112 $472K 0.03% -18 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: 1,538 shares; 2024Q4: 1,555 shares; 2025Q1: 1,649 shares; 2025Q2: 1,768 shares; 2025Q3: 1,810 shares; 2025Q4: 1,894 shares; 2026Q1: 1,467 shares 1,467 $467K 0.03% -427 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,002 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 2,640 shares; 2026Q1: 1,872 shares 1,872 $460K 0.03% -768 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: 5,368 shares; 2024Q4: 5,218 shares; 2025Q1: 5,108 shares; 2025Q2: 4,518 shares; 2025Q3: 4,515 shares; 2025Q4: 4,863 shares; 2026Q1: 3,559 shares 3,559 $458K 0.03% -1,304 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 75 shares; 2026Q1: 12,039 shares 12,039 $455K 0.03% +11,964 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 247 shares; 2025Q2: 246 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 241 shares 241 $453K 0.03% -4 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: 3,271 shares; 2024Q4: 2,907 shares; 2025Q1: 2,993 shares; 2025Q2: 3,749 shares; 2025Q3: 3,902 shares; 2025Q4: 3,924 shares; 2026Q1: 3,448 shares 3,448 $451K 0.03% -476 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: 2,799 shares; 2024Q4: 2,900 shares; 2025Q1: 2,943 shares; 2025Q2: 2,886 shares; 2025Q3: 2,872 shares; 2025Q4: 3,422 shares; 2026Q1: 2,274 shares 2,274 $451K 0.03% -1,148 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: 2,036 shares; 2024Q4: 191 shares; 2025Q1: 190 shares; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 2,303 shares; 2026Q1: 2,304 shares 2,304 $450K 0.03% +1 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 5,081 shares; 2026Q1: 5,080 shares 5,080 $449K 0.03% -1 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: 581 shares; 2024Q4: 577 shares; 2025Q1: 644 shares; 2025Q2: 642 shares; 2025Q3: 651 shares; 2025Q4: 656 shares; 2026Q1: 654 shares 654 $446K 0.03% -2 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: 1,717 shares; 2024Q4: 1,824 shares; 2025Q1: 2,057 shares; 2025Q2: 1,798 shares; 2025Q3: 1,878 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares 1,798 $446K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,104 shares; 2025Q1: 6,982 shares; 2025Q2: 7,002 shares; 2025Q3: 7,314 shares; 2025Q4: 7,193 shares; 2026Q1: 6,281 shares 6,281 $444K 0.03% -912 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 1,300 shares 1,300 $444K 0.03% +400 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,042 shares; 2025Q1: 6,288 shares; 2025Q2: 3,466 shares; 2025Q3: 3,132 shares; 2025Q4: 3,088 shares; 2026Q1: 1,839 shares 1,839 $441K 0.03% -1,249 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 537 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 550 shares; 2026Q1: 558 shares 558 $441K 0.03% +8 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: 15,252 shares; 2024Q4: 11,184 shares; 2025Q1: 12,878 shares; 2025Q2: 13,069 shares; 2025Q3: 13,612 shares; 2025Q4: 13,453 shares; 2026Q1: 15,691 shares 15,691 $441K 0.03% +2,238 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 578 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 588 shares; 2026Q1: 623 shares 623 $438K 0.03% +35 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: 4,213 shares; 2024Q4: 4,229 shares; 2025Q1: 4,205 shares; 2025Q2: 4,452 shares; 2025Q3: 4,567 shares; 2025Q4: 4,945 shares; 2026Q1: 5,133 shares 5,133 $438K 0.03% +188 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,000 shares; 2026Q1: 75,000 shares 75,000 $436K 0.03% +10,000 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: 959 shares; 2024Q4: 987 shares; 2025Q1: 929 shares; 2025Q2: 982 shares; 2025Q3: 932 shares; 2025Q4: 4,638 shares; 2026Q1: 4,139 shares 4,139 $433K 0.03% -499 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,907 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 10,850 shares; 2026Q1: 11,167 shares 11,167 $428K 0.03% +317 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $428K 0.03% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 1,921 shares; 2025Q1: 2,032 shares; 2025Q2: 1,946 shares; 2025Q3: 1,965 shares; 2025Q4: 1,985 shares; 2026Q1: 2,063 shares 2,063 $426K 0.03% +78 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: 587 shares; 2024Q4: 620 shares; 2025Q1: 633 shares; 2025Q2: 733 shares; 2025Q3: 744 shares; 2025Q4: 785 shares; 2026Q1: 788 shares 788 $424K 0.03% +3 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: 2,144 shares; 2024Q4: 2,151 shares; 2025Q1: 2,103 shares; 2025Q2: 2,091 shares; 2025Q3: 2,130 shares; 2025Q4: 2,067 shares; 2026Q1: 1,285 shares 1,285 $422K 0.03% -782 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 5,063 shares; 2026Q1: 5,050 shares 5,050 $419K 0.03% -13 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: 941 shares; 2024Q4: 945 shares; 2025Q1: 933 shares; 2025Q2: 1,004 shares; 2025Q3: 987 shares; 2025Q4: 1,296 shares; 2026Q1: 1,270 shares 1,270 $414K 0.03% -26 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 676 shares; 2025Q1: 690 shares; 2025Q2: 817 shares; 2025Q3: 851 shares; 2025Q4: 868 shares; 2026Q1: 875 shares 875 $414K 0.03% +7 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: 759 shares; 2024Q4: 995 shares; 2025Q1: 1,245 shares; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,554 shares; 2026Q1: 2,084 shares 2,084 $412K 0.03% +530 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: 2,277 shares; 2024Q4: 3,434 shares; 2025Q1: 2,908 shares; 2025Q2: 2,969 shares; 2025Q3: 2,721 shares; 2025Q4: 3,322 shares; 2026Q1: 3,089 shares 3,089 $408K 0.03% -233 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,223 shares; 2025Q1: 1,185 shares; 2025Q2: 1,171 shares; 2025Q3: 1,178 shares; 2025Q4: 1,203 shares; 2026Q1: 1,177 shares 1,177 $406K 0.03% -26 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,985 shares; 2024Q4: 15,817 shares; 2025Q1: 16,319 shares; 2025Q2: 15,820 shares; 2025Q3: 15,431 shares; 2025Q4: 15,651 shares; 2026Q1: 11,891 shares 11,891 $406K 0.03% -3,760 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,546 shares; 2025Q1: 1,539 shares; 2025Q2: 1,548 shares; 2025Q3: 1,597 shares; 2025Q4: 3,414 shares; 2026Q1: 2,717 shares 2,717 $404K 0.03% -697 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: 1,353 shares; 2024Q4: 1,694 shares; 2025Q1: 2,778 shares; 2025Q2: 2,772 shares; 2025Q3: 2,845 shares; 2025Q4: 2,939 shares; 2026Q1: 2,759 shares 2,759 $401K 0.03% -180 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,029 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 22,005 shares; 2026Q1: 22,000 shares 22,000 $400K 0.03% -5 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,093 shares; 2025Q1: 3,114 shares; 2025Q2: 3,154 shares; 2025Q3: 3,207 shares; 2025Q4: 3,193 shares; 2026Q1: 2,905 shares 2,905 $399K 0.03% -288 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: 2,018 shares; 2024Q4: 2,049 shares; 2025Q1: 2,013 shares; 2025Q2: 1,933 shares; 2025Q3: 1,899 shares; 2025Q4: 1,876 shares; 2026Q1: 1,632 shares 1,632 $399K 0.03% -244 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,737 shares; 2025Q4: 65,737 shares; 2026Q1: 65,737 shares 65,737 $394K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 852 shares; 2025Q1: 860 shares; 2025Q2: 879 shares; 2025Q3: 876 shares; 2025Q4: 914 shares; 2026Q1: 942 shares 942 $392K 0.03% +28 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,534 shares; 2025Q1: 3,037 shares; 2025Q2: not reported; 2025Q3: 3,037 shares; 2025Q4: 12,697 shares; 2026Q1: 9,633 shares 9,633 $390K 0.03% -3,064 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,442 shares; 2025Q1: 6,442 shares; 2025Q2: 5,572 shares; 2025Q3: 5,606 shares; 2025Q4: 5,588 shares; 2026Q1: 5,305 shares 5,305 $387K 0.03% -283 Timeline SDHC SMITH DOUGLAS HOMES CORP More: the full row for SMITH DOUGLAS HOMES 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: 23,000 shares; 2026Q1: 30,000 shares 30,000 $384K 0.03% +7,000 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,318 shares; 2025Q1: 2,451 shares; 2025Q2: 2,653 shares; 2025Q3: 2,865 shares; 2025Q4: 2,915 shares; 2026Q1: 2,916 shares 2,916 $382K 0.03% +1 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: 1,257 shares; 2024Q4: 1,261 shares; 2025Q1: 1,241 shares; 2025Q2: 1,245 shares; 2025Q3: 1,248 shares; 2025Q4: 1,106 shares; 2026Q1: 1,129 shares 1,129 $382K 0.03% +23 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: 1,064 shares; 2024Q4: 1,072 shares; 2025Q1: 1,062 shares; 2025Q2: 1,082 shares; 2025Q3: 1,078 shares; 2025Q4: 1,166 shares; 2026Q1: 895 shares 895 $381K 0.03% -271 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 934 shares; 2025Q1: 2,533 shares; 2025Q2: 2,589 shares; 2025Q3: 2,620 shares; 2025Q4: 2,766 shares; 2026Q1: 2,715 shares 2,715 $379K 0.03% -51 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,461 shares; 2024Q4: 10,556 shares; 2025Q1: 10,245 shares; 2025Q2: 9,694 shares; 2025Q3: 9,658 shares; 2025Q4: 9,411 shares; 2026Q1: 8,888 shares 8,888 $375K 0.03% -523 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: 3,020 shares; 2024Q4: 3,088 shares; 2025Q1: 3,102 shares; 2025Q2: 3,074 shares; 2025Q3: 3,104 shares; 2025Q4: 4,816 shares; 2026Q1: 2,008 shares 2,008 $375K 0.03% -2,808 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: 3,838 shares; 2024Q4: 3,843 shares; 2025Q1: 3,909 shares; 2025Q2: 4,608 shares; 2025Q3: 4,421 shares; 2025Q4: 4,404 shares; 2026Q1: 3,880 shares 3,880 $374K 0.03% -524 Timeline SVV SAVERS VALUE VLG INC More: the full row for SAVERS VALUE VLG 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: 50,000 shares 50,000 $372K 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,288 shares; 2024Q4: 7,288 shares; 2025Q1: 1,228 shares; 2025Q2: not reported; 2025Q3: 1,331 shares; 2025Q4: 7,151 shares; 2026Q1: 7,151 shares 7,151 $371K 0.03% 0 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: 3,047 shares; 2024Q4: 3,867 shares; 2025Q1: 4,184 shares; 2025Q2: 4,208 shares; 2025Q3: 4,197 shares; 2025Q4: 8,258 shares; 2026Q1: 6,345 shares 6,345 $366K 0.03% -1,913 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: 1,768 shares; 2024Q4: 1,799 shares; 2025Q1: 1,790 shares; 2025Q2: 1,886 shares; 2025Q3: 1,873 shares; 2025Q4: 1,941 shares; 2026Q1: 1,798 shares 1,798 $365K 0.03% -143 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 3,527 shares; 2026Q1: 4,527 shares 4,527 $362K 0.03% +1,000 Timeline PACK RANPAK HOLDINGS CORP More: the full row for RANPAK HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,500 shares; 2026Q1: 101,500 shares 101,500 $362K 0.03% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 379 shares; 2025Q1: 364 shares; 2025Q2: 367 shares; 2025Q3: 348 shares; 2025Q4: 325 shares; 2026Q1: 330 shares 330 $360K 0.03% +5 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: 1,665 shares; 2024Q4: 1,756 shares; 2025Q1: 2,418 shares; 2025Q2: 3,058 shares; 2025Q3: 3,041 shares; 2025Q4: 3,239 shares; 2026Q1: 3,136 shares 3,136 $355K 0.03% -103 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,400 shares; 2026Q1: 53,520 shares 53,520 $355K 0.03% +120 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: 2,123 shares; 2024Q4: 2,127 shares; 2025Q1: 2,177 shares; 2025Q2: 2,475 shares; 2025Q3: 2,416 shares; 2025Q4: 2,593 shares; 2026Q1: 4,317 shares 4,317 $353K 0.03% +1,724 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,578 shares; 2025Q3: 2,732 shares; 2025Q4: 2,969 shares; 2026Q1: 2,847 shares 2,847 $350K 0.02% -122 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: 3,620 shares; 2024Q4: 4,599 shares; 2025Q1: 5,020 shares; 2025Q2: 5,301 shares; 2025Q3: 5,417 shares; 2025Q4: 7,621 shares; 2026Q1: 7,048 shares 7,048 $345K 0.02% -573 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: 8,274 shares; 2024Q4: 8,454 shares; 2025Q1: 8,177 shares; 2025Q2: 8,497 shares; 2025Q3: 9,167 shares; 2025Q4: 8,742 shares; 2026Q1: 6,868 shares 6,868 $345K 0.02% -1,874 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: 3,002 shares; 2024Q4: 2,862 shares; 2025Q1: 3,199 shares; 2025Q2: 3,454 shares; 2025Q3: 3,407 shares; 2025Q4: 3,589 shares; 2026Q1: 3,634 shares 3,634 $342K 0.02% +45 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,139 shares; 2025Q1: 2,535 shares; 2025Q2: 2,452 shares; 2025Q3: 2,613 shares; 2025Q4: 2,523 shares; 2026Q1: 2,536 shares 2,536 $340K 0.02% +13 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $340K 0.02% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 289 shares; 2025Q1: 290 shares; 2025Q2: not reported; 2025Q3: 1,036 shares; 2025Q4: 11,337 shares; 2026Q1: 11,036 shares 11,036 $339K 0.02% -301 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,888 shares; 2025Q1: 2,860 shares; 2025Q2: 2,897 shares; 2025Q3: 2,897 shares; 2025Q4: 2,945 shares; 2026Q1: 2,866 shares 2,866 $337K 0.02% -79 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $337K 0.02% 0 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: 2,251 shares; 2024Q4: 1,927 shares; 2025Q1: 1,855 shares; 2025Q2: 1,815 shares; 2025Q3: 1,985 shares; 2025Q4: 2,067 shares; 2026Q1: 1,827 shares 1,827 $333K 0.02% -240 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: 865 shares; 2024Q4: 889 shares; 2025Q1: 850 shares; 2025Q2: 859 shares; 2025Q3: 853 shares; 2025Q4: 837 shares; 2026Q1: 590 shares 590 $333K 0.02% -247 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: 1,009 shares; 2024Q4: 1,021 shares; 2025Q1: 1,133 shares; 2025Q2: 1,284 shares; 2025Q3: 1,286 shares; 2025Q4: 1,288 shares; 2026Q1: 1,447 shares 1,447 $332K 0.02% +159 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,836 shares; 2026Q1: 23,836 shares 23,836 $332K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,363 shares; 2025Q1: 1,115 shares; 2025Q2: 1,130 shares; 2025Q3: 1,189 shares; 2025Q4: 1,218 shares; 2026Q1: 1,134 shares 1,134 $331K 0.02% -84 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN 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: 17,000 shares; 2026Q1: 22,000 shares 22,000 $330K 0.02% +5,000 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 977 shares; 2025Q1: 933 shares; 2025Q2: 960 shares; 2025Q3: 963 shares; 2025Q4: 1,000 shares; 2026Q1: 1,078 shares 1,078 $328K 0.02% +78 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,263 shares; 2025Q1: 2,968 shares; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 12,029 shares; 2026Q1: 8,348 shares 8,348 $327K 0.02% -3,681 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,900 shares; 2026Q1: 19,900 shares 19,900 $327K 0.02% +7,000 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: 138 shares; 2024Q4: 139 shares; 2025Q1: 148 shares; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 202 shares; 2026Q1: 220 shares 220 $324K 0.02% +18 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,167 shares; 2025Q1: 3,168 shares; 2025Q2: not reported; 2025Q3: 4,086 shares; 2025Q4: 4,318 shares; 2026Q1: 4,338 shares 4,338 $323K 0.02% +20 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: 423 shares; 2025Q1: 179 shares; 2025Q2: not reported; 2025Q3: 239 shares; 2025Q4: 20,239 shares; 2026Q1: 30,000 shares 30,000 $320K 0.02% +9,761 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 782 shares; 2026Q1: 21,631 shares 21,631 $319K 0.02% +20,849 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 10,000 shares; 2026Q1: 15,000 shares 15,000 $317K 0.02% +5,000 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $316K 0.02% 0 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: 3,025 shares; 2024Q4: 2,916 shares; 2025Q1: 2,847 shares; 2025Q2: 3,232 shares; 2025Q3: 3,293 shares; 2025Q4: 3,213 shares; 2026Q1: 3,461 shares 3,461 $315K 0.02% +248 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,619 shares; 2024Q4: 10,619 shares; 2025Q1: 10,347 shares; 2025Q2: 10,555 shares; 2025Q3: 10,729 shares; 2025Q4: 11,556 shares; 2026Q1: 9,837 shares 9,837 $315K 0.02% -1,719 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: 2,953 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,758 shares; 2026Q1: 2,745 shares 2,745 $310K 0.02% -13 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $307K 0.02% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 3,013 shares; 2026Q1: 3,196 shares 3,196 $305K 0.02% +183 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH 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: 30,000 shares; 2026Q1: 30,000 shares 30,000 $301K 0.02% 0 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $291K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,885 shares; 2025Q1: 3,700 shares; 2025Q2: 3,701 shares; 2025Q3: 3,715 shares; 2025Q4: 3,647 shares; 2026Q1: 3,631 shares 3,631 $291K 0.02% -16 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,125 shares; 2025Q1: 1,047 shares; 2025Q2: 1,033 shares; 2025Q3: 1,034 shares; 2025Q4: 1,090 shares; 2026Q1: 889 shares 889 $291K 0.02% -201 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: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 986 shares; 2026Q1: 891 shares 891 $287K 0.02% -95 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: 419 shares; 2024Q4: 421 shares; 2025Q1: 399 shares; 2025Q2: 438 shares; 2025Q3: 440 shares; 2025Q4: 478 shares; 2026Q1: 366 shares 366 $282K 0.02% -112 Timeline GLOBAL INDEMNITY GROUP LLC … GLOBAL INDEMNITY GROUP LLC COM CL… More: the full row for GLOBAL INDEMNITY GROUP LLC COM CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,790 shares; 2025Q1: 9,885 shares; 2025Q2: 9,989 shares; 2025Q3: 9,989 shares; 2025Q4: 10,232 shares; 2026Q1: 10,363 shares 10,363 $282K 0.02% +131 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: 1,366 shares; 2024Q4: 1,282 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,009 shares 1,009 $279K 0.02% -205 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: 245 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 202 shares; 2026Q1: 221 shares 221 $279K 0.02% +19 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 134 shares; 2025Q1: 109 shares; 2025Q2: not reported; 2025Q3: 268 shares; 2025Q4: 277 shares; 2026Q1: 716 shares 716 $278K 0.02% +439 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,362 shares; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,367 shares; 2026Q1: 5,830 shares 5,830 $274K 0.02% +4,463 Timeline ESGV 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: 2,480 shares; 2024Q4: 2,470 shares; 2025Q1: 2,665 shares; 2025Q2: 2,486 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares; 2026Q1: 2,416 shares 2,416 $271K 0.02% -38 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: 2,896 shares; 2024Q4: 2,903 shares; 2025Q1: 3,033 shares; 2025Q2: 2,984 shares; 2025Q3: 2,959 shares; 2025Q4: 3,209 shares; 2026Q1: 3,026 shares 3,026 $271K 0.02% -183 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,692 shares; 2025Q1: 3,219 shares; 2025Q2: 3,233 shares; 2025Q3: 3,246 shares; 2025Q4: 3,288 shares; 2026Q1: 3,304 shares 3,304 $271K 0.02% +16 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: 1,260 shares; 2024Q4: 1,523 shares; 2025Q1: 3,489 shares; 2025Q2: 4,275 shares; 2025Q3: 4,204 shares; 2025Q4: 4,199 shares; 2026Q1: 4,071 shares 4,071 $269K 0.02% -128 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 774 shares; 2025Q1: 816 shares; 2025Q2: 846 shares; 2025Q3: 881 shares; 2025Q4: 855 shares; 2026Q1: 1,005 shares 1,005 $267K 0.02% +150 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: 3,328 shares; 2024Q4: 3,510 shares; 2025Q1: 3,004 shares; 2025Q2: 3,070 shares; 2025Q3: 3,068 shares; 2025Q4: 3,323 shares; 2026Q1: 3,182 shares 3,182 $266K 0.02% -141 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: 272 shares; 2024Q4: 6,371 shares; 2025Q1: 11,644 shares; 2025Q2: 11,515 shares; 2025Q3: 10,551 shares; 2025Q4: 10,862 shares; 2026Q1: 10,686 shares 10,686 $264K 0.02% -176 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $262K 0.02% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 5,330 shares; 2026Q1: 5,656 shares 5,656 $261K 0.02% +326 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,630 shares; 2025Q1: 1,681 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,707 shares; 2026Q1: 1,900 shares 1,900 $257K 0.02% +193 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,059 shares; 2025Q1: 1,171 shares; 2025Q2: 1,252 shares; 2025Q3: 1,260 shares; 2025Q4: 1,130 shares; 2026Q1: 958 shares 958 $256K 0.02% -172 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 7,526 shares 7,526 $256K 0.02% +26 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: 84 shares; 2024Q4: 85 shares; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 978 shares; 2026Q1: 1,298 shares 1,298 $255K 0.02% +320 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: 530 shares; 2024Q4: 1,113 shares; 2025Q1: 1,073 shares; 2025Q2: 1,135 shares; 2025Q3: 1,117 shares; 2025Q4: 1,163 shares; 2026Q1: 1,586 shares 1,586 $254K 0.02% +423 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: 1,890 shares; 2024Q4: 2,057 shares; 2025Q1: 2,032 shares; 2025Q2: 2,029 shares; 2025Q3: 2,033 shares; 2025Q4: 2,047 shares; 2026Q1: 1,634 shares 1,634 $254K 0.02% -413 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 942 shares; 2025Q3: 949 shares; 2025Q4: 940 shares; 2026Q1: 833 shares 833 $253K 0.02% -107 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: 540 shares; 2024Q4: 491 shares; 2025Q1: 513 shares; 2025Q2: 475 shares; 2025Q3: 501 shares; 2025Q4: 557 shares; 2026Q1: 563 shares 563 $251K 0.02% +6 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 843 shares; 2025Q3: 844 shares; 2025Q4: 824 shares; 2026Q1: 834 shares 834 $251K 0.02% +10 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 6,399 shares; 2026Q1: 6,406 shares 6,406 $251K 0.02% +7 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: 1,618 shares; 2024Q4: 1,636 shares; 2025Q1: 1,415 shares; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 1,645 shares; 2026Q1: 2,002 shares 2,002 $249K 0.02% +357 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: 1,180 shares; 2024Q4: 1,154 shares; 2025Q1: 1,128 shares; 2025Q2: 1,181 shares; 2025Q3: 1,258 shares; 2025Q4: 1,300 shares; 2026Q1: 1,192 shares 1,192 $248K 0.02% -108 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: 977 shares; 2024Q4: 981 shares; 2025Q1: 922 shares; 2025Q2: 1,003 shares; 2025Q3: 1,061 shares; 2025Q4: 997 shares; 2026Q1: 951 shares 951 $247K 0.02% -46 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 11,154 shares; 2025Q3: 11,183 shares; 2025Q4: 11,436 shares; 2026Q1: 11,413 shares 11,413 $247K 0.02% -23 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: 959 shares; 2024Q4: 960 shares; 2025Q1: 1,016 shares; 2025Q2: 1,007 shares; 2025Q3: 986 shares; 2025Q4: 914 shares; 2026Q1: 850 shares 850 $247K 0.02% -64 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,702 shares; 2025Q2: 1,863 shares; 2025Q3: 1,804 shares; 2025Q4: 1,814 shares; 2026Q1: 1,792 shares 1,792 $245K 0.02% -22 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is 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: 3,590 shares 3,590 $244K 0.02% new 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 243 shares; 2025Q3: 242 shares; 2025Q4: 239 shares; 2026Q1: 228 shares 228 $243K 0.02% -11 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,963 shares; 2025Q1: 3,694 shares; 2025Q2: 3,703 shares; 2025Q3: 3,753 shares; 2025Q4: 3,888 shares; 2026Q1: 3,227 shares 3,227 $243K 0.02% -661 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: 581 shares; 2024Q4: 584 shares; 2025Q1: 593 shares; 2025Q2: not reported; 2025Q3: 581 shares; 2025Q4: 698 shares; 2026Q1: 1,012 shares 1,012 $242K 0.02% +314 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: 5,540 shares; 2024Q4: 4,935 shares; 2025Q1: 5,647 shares; 2025Q2: not reported; 2025Q3: 5,890 shares; 2025Q4: 5,950 shares; 2026Q1: 5,873 shares 5,873 $241K 0.02% -77 Timeline PACS PACS GROUP INC More: the full row for PACS 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: 7,500 shares 7,500 $241K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,081 shares; 2025Q1: 1,981 shares; 2025Q2: 1,960 shares; 2025Q3: 2,052 shares; 2025Q4: 1,529 shares; 2026Q1: 990 shares 990 $241K 0.02% -539 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 2,028 shares; 2026Q1: 2,032 shares 2,032 $240K 0.02% +4 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 925 shares; 2025Q1: 928 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,056 shares; 2026Q1: 1,092 shares 1,092 $239K 0.02% +36 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,334 shares; 2025Q3: 3,326 shares; 2025Q4: 3,302 shares; 2026Q1: 3,084 shares 3,084 $238K 0.02% -218 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,913 shares; 2025Q1: 1,936 shares; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,896 shares; 2026Q1: 1,866 shares 1,866 $237K 0.02% -30 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: 2,320 shares; 2024Q4: 1,654 shares; 2025Q1: 1,689 shares; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 2,312 shares; 2026Q1: 2,185 shares 2,185 $236K 0.02% -127 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: 1,233 shares; 2024Q4: 1,111 shares; 2025Q1: 1,131 shares; 2025Q2: 1,306 shares; 2025Q3: 1,370 shares; 2025Q4: 1,431 shares; 2026Q1: 1,175 shares 1,175 $234K 0.02% -256 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,423 shares; 2024Q4: 765 shares; 2025Q1: 672 shares; 2025Q2: not reported; 2025Q3: 848 shares; 2025Q4: 15,808 shares; 2026Q1: 15,558 shares 15,558 $234K 0.02% -250 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: 2,958 shares; 2024Q4: 2,703 shares; 2025Q1: 2,926 shares; 2025Q2: 3,393 shares; 2025Q3: 3,504 shares; 2025Q4: 3,965 shares; 2026Q1: 3,248 shares 3,248 $234K 0.02% -717 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 4,609 shares; 2025Q1: 4,514 shares; 2025Q2: not reported; 2025Q3: 4,688 shares; 2025Q4: 4,530 shares; 2026Q1: 4,556 shares 4,556 $229K 0.02% +26 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,257 shares; 2025Q1: 1,311 shares; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,215 shares; 2026Q1: 1,173 shares 1,173 $229K 0.02% -42 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,500 shares; 2026Q1: 28,500 shares 28,500 $229K 0.02% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,627 shares; 2024Q4: 628 shares; 2025Q1: 627 shares; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 13,170 shares; 2026Q1: 13,374 shares 13,374 $227K 0.02% +204 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 331 shares; 2025Q1: 310 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 311 shares 311 $227K 0.02% +3 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS 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: 18,068 shares; 2026Q1: 11,728 shares 11,728 $227K 0.02% -6,340 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: 501 shares; 2024Q4: 469 shares; 2025Q1: 488 shares; 2025Q2: not reported; 2025Q3: 496 shares; 2025Q4: 586 shares; 2026Q1: 720 shares 720 $226K 0.02% +134 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 2,160 shares; 2025Q1: 2,095 shares; 2025Q2: 2,012 shares; 2025Q3: 2,076 shares; 2025Q4: 2,079 shares; 2026Q1: 1,786 shares 1,786 $226K 0.02% -293 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: 240 shares; 2024Q4: 276 shares; 2025Q1: 273 shares; 2025Q2: 286 shares; 2025Q3: 298 shares; 2025Q4: 204 shares; 2026Q1: 230 shares 230 $226K 0.02% +26 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: 8,448 shares; 2024Q4: 8,722 shares; 2025Q1: 8,691 shares; 2025Q2: 8,823 shares; 2025Q3: 8,866 shares; 2025Q4: 8,810 shares; 2026Q1: 8,601 shares 8,601 $225K 0.02% -209 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: 725 shares; 2024Q4: 729 shares; 2025Q1: 747 shares; 2025Q2: not reported; 2025Q3: 769 shares; 2025Q4: 781 shares; 2026Q1: 782 shares 782 $224K 0.02% +1 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: 2,071 shares; 2024Q4: 2,049 shares; 2025Q1: 1,882 shares; 2025Q2: 1,947 shares; 2025Q3: 1,992 shares; 2025Q4: 1,871 shares; 2026Q1: 1,680 shares 1,680 $224K 0.02% -191 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: 320 shares; 2024Q4: 320 shares; 2025Q1: 317 shares; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 329 shares; 2026Q1: 305 shares 305 $222K 0.02% -24 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 402 shares; 2025Q1: 398 shares; 2025Q2: 443 shares; 2025Q3: 459 shares; 2025Q4: 437 shares; 2026Q1: 507 shares 507 $221K 0.02% +70 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: 1,335 shares; 2024Q4: 1,502 shares; 2025Q1: 1,806 shares; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,710 shares; 2026Q1: 1,646 shares 1,646 $218K 0.02% -64 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,476 shares; 2025Q1: 1,556 shares; 2025Q2: not reported; 2025Q3: 1,944 shares; 2025Q4: 2,011 shares; 2026Q1: 2,191 shares 2,191 $217K 0.02% +180 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 448 shares; 2025Q1: 367 shares; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 468 shares; 2026Q1: 1,064 shares 1,064 $217K 0.02% +596 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: 3,163 shares; 2024Q4: 3,179 shares; 2025Q1: 2,948 shares; 2025Q2: 2,911 shares; 2025Q3: 2,770 shares; 2025Q4: 2,735 shares; 2026Q1: 2,221 shares 2,221 $217K 0.02% -514 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 900 shares; 2025Q1: 982 shares; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 1,353 shares; 2026Q1: 1,930 shares 1,930 $217K 0.02% +577 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 10,345 shares; 2026Q1: 10,133 shares 10,133 $217K 0.02% -212 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: 7 shares; 2024Q4: 13 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 1,641 shares; 2026Q1: 1,094 shares 1,094 $216K 0.02% -547 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,693 shares; 2026Q1: 3,103 shares 3,103 $215K 0.02% -1,590 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,681 shares; 2025Q1: 3,563 shares; 2025Q2: 3,610 shares; 2025Q3: 3,701 shares; 2025Q4: 3,651 shares; 2026Q1: 3,299 shares 3,299 $214K 0.02% -352 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $214K 0.02% 0 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: 1,612 shares; 2024Q4: 1,616 shares; 2025Q1: 1,433 shares; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 1,611 shares; 2026Q1: 1,628 shares 1,628 $213K 0.02% +17 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: 15,655 shares; 2024Q4: 14,750 shares; 2025Q1: 10,263 shares; 2025Q2: 9,255 shares; 2025Q3: 7,423 shares; 2025Q4: 12,667 shares; 2026Q1: 7,385 shares 7,385 $212K 0.02% -5,282 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,508 shares; 2025Q1: 2,029 shares; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 9,292 shares; 2026Q1: 9,292 shares 9,292 $210K 0.01% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 2,891 shares; 2025Q1: 3,060 shares; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,050 shares 3,050 $209K 0.01% -31 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 248 shares; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 1,618 shares; 2026Q1: 1,496 shares 1,496 $207K 0.01% -122 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: 726 shares; 2024Q4: 721 shares; 2025Q1: 699 shares; 2025Q2: 724 shares; 2025Q3: 723 shares; 2025Q4: 671 shares; 2026Q1: 646 shares 646 $207K 0.01% -25 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,237 shares; 2025Q2: not reported; 2025Q3: 1,218 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares 1,213 $207K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 520 shares; 2025Q1: 496 shares; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $202K 0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: 611 shares; 2025Q2: 632 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 574 shares 574 $202K 0.01% -50 Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $201K 0.01% 0 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $200K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 611 shares; 2025Q1: 603 shares; 2025Q2: 652 shares; 2025Q3: 714 shares; 2025Q4: 717 shares; 2026Q1: 608 shares 608 $199K 0.01% -109 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,174 shares; 2025Q1: 3,377 shares; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,510 shares; 2026Q1: 3,300 shares 3,300 $198K 0.01% -210 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 601 shares; 2025Q1: 472 shares; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $198K 0.01% 0 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: 1,936 shares; 2024Q4: 1,886 shares; 2025Q1: 1,947 shares; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,420 shares; 2026Q1: 1,444 shares 1,444 $196K 0.01% +24 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: 898 shares; 2024Q4: 734 shares; 2025Q1: 658 shares; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 810 shares; 2026Q1: 787 shares 787 $195K 0.01% -23 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 8 shares; 2025Q1: 395 shares; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 9,137 shares; 2026Q1: 9,149 shares 9,149 $194K 0.01% +12 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,311 shares; 2024Q4: 15,311 shares; 2025Q1: 15,311 shares; 2025Q2: 15,311 shares; 2025Q3: 15,311 shares; 2025Q4: 15,311 shares; 2026Q1: 15,311 shares 15,311 $194K 0.01% 0 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: 2,152 shares; 2024Q4: 2,072 shares; 2025Q1: 1,811 shares; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 5,996 shares; 2026Q1: 3,039 shares 3,039 $192K 0.01% -2,957 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 833 shares; 2025Q1: 853 shares; 2025Q2: not reported; 2025Q3: 945 shares; 2025Q4: 959 shares; 2026Q1: 924 shares 924 $192K 0.01% -35 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: 226 shares; 2024Q4: 228 shares; 2025Q1: 374 shares; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: 476 shares; 2026Q1: 558 shares 558 $192K 0.01% +82 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 50 shares; 2025Q1: 103 shares; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 630 shares; 2026Q1: 4,086 shares 4,086 $190K 0.01% +3,456 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,918 shares; 2025Q1: 9,526 shares; 2025Q2: 9,185 shares; 2025Q3: 8,868 shares; 2025Q4: 11,756 shares; 2026Q1: 8,199 shares 8,199 $189K 0.01% -3,557 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: 567 shares; 2024Q4: 502 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 501 shares; 2026Q1: 468 shares 468 $186K 0.01% -33 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,955 shares; 2025Q1: 1,978 shares; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 1,887 shares; 2026Q1: 3,024 shares 3,024 $186K 0.01% +1,137 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 529 shares; 2025Q1: 578 shares; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 744 shares; 2026Q1: 742 shares 742 $185K 0.01% -2 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: 593 shares; 2024Q4: 595 shares; 2025Q1: 508 shares; 2025Q2: not reported; 2025Q3: 632 shares; 2025Q4: 629 shares; 2026Q1: 626 shares 626 $185K 0.01% -3 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: 721 shares; 2024Q4: 721 shares; 2025Q1: 722 shares; 2025Q2: not reported; 2025Q3: 2,918 shares; 2025Q4: 2,919 shares; 2026Q1: 2,727 shares 2,727 $183K 0.01% -192 Timeline DHX DHI GROUP INC More: the full row for DHI 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: 40,000 shares; 2026Q1: 65,000 shares 65,000 $183K 0.01% +25,000 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: 214 shares; 2024Q4: 259 shares; 2025Q1: 327 shares; 2025Q2: not reported; 2025Q3: 361 shares; 2025Q4: 2,970 shares; 2026Q1: 1,967 shares 1,967 $182K 0.01% -1,003 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,171 shares; 2026Q1: 3,171 shares 3,171 $182K 0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,382 shares; 2025Q1: 5,382 shares; 2025Q2: not reported; 2025Q3: 5,382 shares; 2025Q4: 5,382 shares; 2026Q1: 5,344 shares 5,344 $180K 0.01% -38 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,302 shares; 2025Q1: 1,340 shares; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares 1,557 $180K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,253 shares 3,253 $180K 0.01% new 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: 3,265 shares; 2024Q4: 3,381 shares; 2025Q1: 3,430 shares; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,080 shares; 2026Q1: 2,925 shares 2,925 $179K 0.01% -155 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: 622 shares; 2024Q4: 2,246 shares; 2025Q1: 801 shares; 2025Q2: not reported; 2025Q3: 2,585 shares; 2025Q4: 4,357 shares; 2026Q1: 4,569 shares 4,569 $178K 0.01% +212 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: 818 shares; 2024Q4: 817 shares; 2025Q1: 803 shares; 2025Q2: 806 shares; 2025Q3: 795 shares; 2025Q4: 801 shares; 2026Q1: 792 shares 792 $178K 0.01% -9 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,626 shares; 2025Q1: 1,713 shares; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 1,782 shares; 2026Q1: 1,541 shares 1,541 $177K 0.01% -241 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,488 shares; 2025Q1: 1,280 shares; 2025Q2: 1,171 shares; 2025Q3: 1,179 shares; 2025Q4: 923 shares; 2026Q1: 605 shares 605 $177K 0.01% -318 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 303 shares; 2025Q1: 342 shares; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 277 shares; 2026Q1: 706 shares 706 $177K 0.01% +429 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,518 shares; 2025Q1: 1,483 shares; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,401 shares 1,401 $176K 0.01% -139 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: 2,033 shares; 2024Q4: 1,372 shares; 2025Q1: 2,468 shares; 2025Q2: 2,340 shares; 2025Q3: 2,425 shares; 2025Q4: 2,722 shares; 2026Q1: 2,008 shares 2,008 $174K 0.01% -714 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,199 shares; 2026Q1: 16,199 shares 16,199 $173K 0.01% 0 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: 465 shares; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,917 shares; 2026Q1: 1,577 shares 1,577 $172K 0.01% -340 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,405 shares; 2026Q1: 5,405 shares 5,405 $171K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 6,119 shares; 2026Q1: 5,846 shares 5,846 $170K 0.01% -273 Timeline RENT RENT THE RUNWAY INC More: the full row for RENT THE RUNWAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares; 2026Q1: 35,000 shares 35,000 $167K 0.01% +12,000 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: 1,197 shares; 2024Q4: 1,262 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 1,401 shares; 2026Q1: 1,436 shares 1,436 $166K 0.01% +35 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: 166 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 424 shares 424 $166K 0.01% +9 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: 606 shares; 2024Q4: 1,380 shares; 2025Q1: 1,242 shares; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 2,030 shares; 2026Q1: 2,279 shares 2,279 $165K 0.01% +249 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: 240 shares; 2024Q4: 241 shares; 2025Q1: 249 shares; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 277 shares; 2026Q1: 379 shares 379 $165K 0.01% +102 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: 353 shares; 2024Q4: 290 shares; 2025Q1: 159 shares; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 301 shares; 2026Q1: 460 shares 460 $164K 0.01% +159 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: 2,773 shares; 2024Q4: 2,488 shares; 2025Q1: 2,385 shares; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 3,271 shares; 2026Q1: 2,767 shares 2,767 $163K 0.01% -504 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: 1,800 shares; 2024Q4: 1,674 shares; 2025Q1: 1,720 shares; 2025Q2: not reported; 2025Q3: 1,926 shares; 2025Q4: 1,900 shares; 2026Q1: 1,910 shares 1,910 $162K 0.01% +10 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: 1,509 shares; 2024Q4: 1,239 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 3,501 shares; 2025Q4: 3,436 shares; 2026Q1: 3,156 shares 3,156 $162K 0.01% -280 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,789 shares; 2025Q1: 1,737 shares; 2025Q2: not reported; 2025Q3: 2,223 shares; 2025Q4: 2,352 shares; 2026Q1: 2,360 shares 2,360 $161K 0.01% +8 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: 1,579 shares; 2024Q4: 1,725 shares; 2025Q1: 1,765 shares; 2025Q2: not reported; 2025Q3: 2,236 shares; 2025Q4: 2,339 shares; 2026Q1: 2,402 shares 2,402 $160K 0.01% +63 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,281 shares; 2025Q1: 5,791 shares; 2025Q2: 5,747 shares; 2025Q3: 5,770 shares; 2025Q4: 5,994 shares; 2026Q1: 3,838 shares 3,838 $158K 0.01% -2,156 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 559 shares 559 $157K 0.01% +36 Timeline ALMU AELUMA INC More: the full row for AELUMA 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: 12,000 shares 12,000 $157K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 137 shares; 2025Q3: 144 shares; 2025Q4: 136 shares; 2026Q1: 135 shares 135 $157K 0.01% -1 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: 1,341 shares; 2024Q4: 1,327 shares; 2025Q1: 1,279 shares; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 1,429 shares; 2026Q1: 1,371 shares 1,371 $156K 0.01% -58 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,179 shares; 2025Q1: 1,906 shares; 2025Q2: 1,929 shares; 2025Q3: 1,811 shares; 2025Q4: 1,858 shares; 2026Q1: 1,798 shares 1,798 $156K 0.01% -60 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 687 shares; 2025Q1: 771 shares; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 751 shares; 2026Q1: 2,391 shares 2,391 $156K 0.01% +1,640 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: 2,358 shares; 2024Q4: 2,414 shares; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 2,319 shares; 2025Q4: 2,985 shares; 2026Q1: 2,566 shares 2,566 $156K 0.01% -419 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: 2,935 shares; 2024Q4: 2,029 shares; 2025Q1: 1,646 shares; 2025Q2: not reported; 2025Q3: 2,062 shares; 2025Q4: 2,269 shares; 2026Q1: 2,162 shares 2,162 $155K 0.01% -107 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: 190 shares; 2024Q4: 202 shares; 2025Q1: 224 shares; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 355 shares; 2026Q1: 396 shares 396 $155K 0.01% +41 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 6,212 shares; 2025Q1: 6,156 shares; 2025Q2: 6,305 shares; 2025Q3: 6,574 shares; 2025Q4: 5,765 shares; 2026Q1: 4,616 shares 4,616 $153K 0.01% -1,149 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 750 shares; 2025Q1: 727 shares; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 701 shares; 2026Q1: 899 shares 899 $152K 0.01% +198 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 3,508 shares; 2026Q1: 2,371 shares 2,371 $152K 0.01% -1,137 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: 335 shares; 2024Q4: 336 shares; 2025Q1: 337 shares; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 441 shares; 2026Q1: 817 shares 817 $151K 0.01% +376 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: 4,524 shares; 2024Q4: 4,428 shares; 2025Q1: 4,098 shares; 2025Q2: 4,288 shares; 2025Q3: 4,306 shares; 2025Q4: 3,990 shares; 2026Q1: 4,055 shares 4,055 $150K 0.01% +65 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE 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: not reported; 2026Q1: 5,604 shares 5,604 $150K 0.01% new 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: 2,392 shares; 2024Q4: 2,072 shares; 2025Q1: 2,095 shares; 2025Q2: not reported; 2025Q3: 2,851 shares; 2025Q4: 3,456 shares; 2026Q1: 2,857 shares 2,857 $149K 0.01% -599 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: 240 shares; 2024Q4: 250 shares; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 274 shares; 2026Q1: 273 shares 273 $148K 0.01% -1 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,135 shares; 2025Q1: 3,948 shares; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 4,002 shares; 2026Q1: 3,490 shares 3,490 $148K 0.01% -512 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: 3,446 shares; 2024Q4: 3,087 shares; 2025Q1: 3,088 shares; 2025Q2: not reported; 2025Q3: 5,114 shares; 2025Q4: 4,859 shares; 2026Q1: 4,411 shares 4,411 $148K 0.01% -448 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,967 shares; 2025Q1: 1,736 shares; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,721 shares; 2026Q1: 1,736 shares 1,736 $148K 0.01% +15 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 3,872 shares; 2025Q1: 4,488 shares; 2025Q2: not reported; 2025Q3: 4,262 shares; 2025Q4: 4,554 shares; 2026Q1: 4,193 shares 4,193 $147K 0.01% -361 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: 328 shares; 2024Q4: 331 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 830 shares; 2026Q1: 843 shares 843 $146K 0.01% +13 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,110 shares; 2025Q1: 2,805 shares; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 2,969 shares; 2026Q1: 2,364 shares 2,364 $146K 0.01% -605 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: 30 shares; 2025Q4: 37 shares; 2026Q1: 105 shares 105 $145K 0.01% +68 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: 90 shares; 2024Q4: 89 shares; 2025Q1: 101 shares; 2025Q2: not reported; 2025Q3: 117 shares; 2025Q4: 107 shares; 2026Q1: 132 shares 132 $145K 0.01% +25 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: 3,253 shares; 2024Q4: 2,910 shares; 2025Q1: 2,401 shares; 2025Q2: 2,272 shares; 2025Q3: 1,934 shares; 2025Q4: 1,796 shares; 2026Q1: 1,188 shares 1,188 $144K 0.01% -608 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: 669 shares; 2024Q4: 650 shares; 2025Q1: 683 shares; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 730 shares; 2026Q1: 902 shares 902 $142K 0.01% +172 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,498 shares; 2025Q1: 1,461 shares; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,602 shares; 2026Q1: 1,507 shares 1,507 $142K 0.01% -95 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: 255 shares; 2024Q4: 234 shares; 2025Q1: 236 shares; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 247 shares; 2026Q1: 252 shares 252 $142K 0.01% +5 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 1,846 shares; 2026Q1: 1,846 shares 1,846 $141K 0.01% 0 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,542 shares; 2025Q1: 1,466 shares; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,495 shares; 2026Q1: 1,461 shares 1,461 $141K 0.01% -34 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: 244 shares; 2024Q4: 244 shares; 2025Q1: 292 shares; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 1,812 shares; 2026Q1: 1,701 shares 1,701 $140K 0.01% -111 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: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 284 shares; 2026Q1: 560 shares 560 $139K 0.01% +276 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: 871 shares; 2024Q4: 873 shares; 2025Q1: 887 shares; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 962 shares; 2026Q1: 1,016 shares 1,016 $138K 0.01% +54 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 706 shares; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 706 shares 706 $137K 0.01% 0 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 6,000 shares 6,000 $136K 0.01% +3,500 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,588 shares; 2025Q1: 4,808 shares; 2025Q2: not reported; 2025Q3: 5,268 shares; 2025Q4: 5,495 shares; 2026Q1: 5,141 shares 5,141 $135K 0.01% -354 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 989 shares; 2025Q1: 1,064 shares; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 924 shares; 2026Q1: 747 shares 747 $135K 0.01% -177 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,448 shares; 2025Q1: 2,244 shares; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,417 shares; 2026Q1: 2,517 shares 2,517 $135K 0.01% +100 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: 469 shares; 2024Q4: 469 shares; 2025Q1: 528 shares; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 718 shares; 2026Q1: 580 shares 580 $134K 0.01% -138 Timeline CVEO CIVEO CORP CDA More: the full row for CIVEO CORP CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,417 shares; 2025Q2: not reported; 2025Q3: 3,417 shares; 2025Q4: 5,542 shares; 2026Q1: 5,053 shares 5,053 $133K 0.01% -489 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,299 shares; 2025Q1: 3,794 shares; 2025Q2: 3,604 shares; 2025Q3: 3,471 shares; 2025Q4: 3,379 shares; 2026Q1: 2,358 shares 2,358 $133K 0.01% -1,021 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $132K 0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,769 shares; 2025Q2: 1,818 shares; 2025Q3: 1,823 shares; 2025Q4: 1,627 shares; 2026Q1: 1,534 shares 1,534 $130K 0.01% -93 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,472 shares; 2024Q4: 22,472 shares; 2025Q1: 11,354 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $129K 0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,850 shares 11,850 $128K 0.01% new 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 650 shares; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 689 shares; 2026Q1: 626 shares 626 $128K 0.01% -63 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: 1,282 shares; 2024Q4: 1,242 shares; 2025Q1: 1,305 shares; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,601 shares; 2026Q1: 1,415 shares 1,415 $127K 0.01% -186 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares 1,308 $126K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,399 shares; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,420 shares; 2026Q1: 740 shares 740 $125K 0.01% -680 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 1,261 shares; 2025Q1: 1,210 shares; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 19,049 shares; 2026Q1: 28,921 shares 28,921 $124K 0.01% +9,872 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: 699 shares; 2024Q4: 701 shares; 2025Q1: 765 shares; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 1,052 shares; 2026Q1: 908 shares 908 $124K 0.01% -144 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,129 shares; 2025Q1: 1,025 shares; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,076 shares; 2026Q1: 2,768 shares 2,768 $123K 0.01% +1,692 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: not reported; 2025Q3: 1,774 shares; 2025Q4: 1,820 shares; 2026Q1: 1,776 shares 1,776 $123K 0.01% -44 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: 683 shares; 2024Q4: 665 shares; 2025Q1: 492 shares; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 540 shares; 2026Q1: 501 shares 501 $123K 0.01% -39 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 497 shares; 2025Q1: 637 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 822 shares; 2026Q1: 1,357 shares 1,357 $123K 0.01% +535 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: 0 shares; 2024Q4: 455 shares; 2025Q1: 305 shares; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 343 shares; 2026Q1: 344 shares 344 $123K 0.01% +1 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: 696 shares; 2024Q4: 697 shares; 2025Q1: 683 shares; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 667 shares; 2026Q1: 669 shares 669 $122K 0.01% +2 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: 706 shares; 2024Q4: 590 shares; 2025Q1: 640 shares; 2025Q2: not reported; 2025Q3: 687 shares; 2025Q4: 736 shares; 2026Q1: 721 shares 721 $122K 0.01% -15 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: 143 shares; 2024Q4: 197 shares; 2025Q1: 202 shares; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 239 shares; 2026Q1: 233 shares 233 $122K 0.01% -6 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 659 shares; 2026Q1: 603 shares 603 $122K 0.01% -56 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,506 shares; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 1,523 shares; 2026Q1: 1,445 shares 1,445 $122K 0.01% -78 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 573 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 660 shares; 2026Q1: 595 shares 595 $121K 0.01% -65 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,196 shares; 2025Q1: 1,199 shares; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,210 shares; 2026Q1: 1,183 shares 1,183 $120K 0.01% -27 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: 10,384 shares; 2024Q4: 10,645 shares; 2025Q1: 10,652 shares; 2025Q2: 10,059 shares; 2025Q3: 11,089 shares; 2025Q4: 11,823 shares; 2026Q1: 7,165 shares 7,165 $120K 0.01% -4,658 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,479 shares; 2025Q1: 1,551 shares; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,639 shares; 2026Q1: 1,491 shares 1,491 $119K 0.01% -148 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,319 shares; 2025Q1: 2,402 shares; 2025Q2: 2,592 shares; 2025Q3: 2,550 shares; 2025Q4: 1,990 shares; 2026Q1: 1,515 shares 1,515 $119K 0.01% -475 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: 1,337 shares; 2024Q4: 1,304 shares; 2025Q1: 1,299 shares; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,424 shares; 2026Q1: 1,274 shares 1,274 $119K 0.01% -150 Timeline