SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,076,262 shares 3,076,262 $71.4M 7.29% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893,650 shares; 2024Q4: 875,598 shares; 2025Q1: 796,899 shares; 2025Q2: 765,073 shares; 2025Q3: 756,348 shares; 2025Q4: 719,181 shares; 2026Q1: 718,647 shares 718,647 $71.3M 7.28% -534 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205,695 shares; 2024Q4: 1,180,458 shares; 2025Q1: 1,074,021 shares; 2025Q2: 1,032,403 shares; 2025Q3: 1,020,615 shares; 2025Q4: 970,602 shares; 2026Q1: 968,610 shares 968,610 $71.3M 7.28% -1,992 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177,860 shares; 2024Q4: 1,080,170 shares; 2025Q1: 904,332 shares; 2025Q2: 779,076 shares; 2025Q3: 713,693 shares; 2025Q4: 646,098 shares; 2026Q1: 1,296,573 shares 1,296,573 $69.3M 7.08% +650,475 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824,760 shares; 2025Q2: 817,266 shares; 2025Q3: 808,015 shares; 2025Q4: 783,498 shares; 2026Q1: 673,199 shares 673,199 $49.8M 5.08% -110,299 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,000 shares; 2024Q4: 265,873 shares; 2025Q1: 242,673 shares; 2025Q2: 225,321 shares; 2025Q3: 206,555 shares; 2025Q4: 181,257 shares; 2026Q1: 187,473 shares 187,473 $44.5M 4.55% +6,216 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,760 shares; 2024Q4: 525,534 shares; 2025Q1: 447,450 shares; 2025Q2: 510,801 shares; 2025Q3: 540,865 shares; 2025Q4: 967,683 shares; 2026Q1: 923,163 shares 923,163 $42.4M 4.32% -44,520 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,515 shares; 2024Q4: 232,465 shares; 2025Q1: 234,703 shares; 2025Q2: 229,140 shares; 2025Q3: 194,391 shares; 2025Q4: 178,338 shares; 2026Q1: 176,111 shares 176,111 $37.9M 3.87% -2,227 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: 91,395 shares; 2024Q4: 101,186 shares; 2025Q1: 109,204 shares; 2025Q2: 68,575 shares; 2025Q3: 69,433 shares; 2025Q4: 67,752 shares; 2026Q1: 52,767 shares 52,767 $34.5M 3.52% -14,985 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669,505 shares; 2024Q4: 548,449 shares; 2025Q1: 511,836 shares; 2025Q2: 514,292 shares; 2025Q3: 507,268 shares; 2025Q4: 479,454 shares; 2026Q1: 534,014 shares 534,014 $30.3M 3.09% +54,560 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963,100 shares; 2024Q4: 1,650,624 shares; 2025Q1: 1,772,703 shares; 2025Q2: 1,550,514 shares; 2025Q3: 1,533,928 shares; 2025Q4: 1,476,372 shares; 2026Q1: 1,218,575 shares 1,218,575 $26.2M 2.67% -257,797 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214,485 shares; 2024Q4: 1,163,762 shares; 2025Q1: 1,093,947 shares; 2025Q2: 1,102,418 shares; 2025Q3: 1,069,210 shares; 2025Q4: 1,049,537 shares; 2026Q1: 1,249,820 shares 1,249,820 $23M 2.35% +200,283 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: 48,950 shares; 2024Q4: 2,132 shares; 2025Q1: 184,185 shares; 2025Q2: 281,232 shares; 2025Q3: 140,180 shares; 2025Q4: 177,332 shares; 2026Q1: 236,210 shares 236,210 $21.4M 2.18% +58,878 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: 37,813 shares; 2024Q4: 41,108 shares; 2025Q1: 40,833 shares; 2025Q2: 39,499 shares; 2025Q3: 33,100 shares; 2025Q4: 33,388 shares; 2026Q1: 34,924 shares 34,924 $20.9M 2.13% +1,536 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235,761 shares 235,761 $19.5M 1.99% new Timeline WELLS FARGO & CO 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: 5,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,800 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 16,400 shares 16,400 $19.4M 1.98% +8,200 DFCF 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: 461,475 shares; 2024Q4: 451,024 shares; 2025Q1: 411,054 shares; 2025Q2: 395,903 shares; 2025Q3: 388,805 shares; 2025Q4: 371,289 shares; 2026Q1: 369,265 shares 369,265 $15.6M 1.59% -2,024 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: 288,605 shares; 2024Q4: 261,700 shares; 2025Q1: 242,664 shares; 2025Q2: 231,686 shares; 2025Q3: 212,625 shares; 2025Q4: 192,951 shares; 2026Q1: 193,154 shares 193,154 $14.8M 1.51% +203 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,925 shares; 2024Q4: 528,974 shares; 2025Q1: 483,975 shares; 2025Q2: 157,852 shares; 2025Q3: 154,918 shares; 2025Q4: 143,256 shares; 2026Q1: 431,756 shares 431,756 $11.6M 1.19% +288,500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 198,600 shares; 2025Q2: 74,400 shares; 2025Q3: 74,400 shares; 2025Q4: 190,800 shares; 2026Q1: 201,000 shares 201,000 $10.6M 1.08% +10,200 Timeline PPL CAP FDG INC PPL CAP FDG INC More: the full row for PPL CAP FDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120,000 shares; 2024Q4: 8,310,000 shares; 2025Q1: 9,390,000 shares; 2025Q2: 7,260,000 shares; 2025Q3: 6,280,000 shares; 2025Q4: 7,190,000 shares; 2026Q1: 8,920,000 shares 8,920,000 $10.4M 1.07% +1,730,000 SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 4,800 shares; 2025Q1: 6,912 shares; 2025Q2: 6,889 shares; 2025Q3: 5,606 shares; 2025Q4: 10,760 shares; 2026Q1: 15,878 shares 15,878 $10.3M 1.05% +5,118 Timeline GLOBAL PMTS INC GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,667,000 shares; 2025Q2: 6,667,000 shares; 2025Q3: 9,457,000 shares; 2025Q4: 10,637,000 shares; 2026Q1: 11,367,000 shares 11,367,000 $10M 1.02% +730,000 WEC ENERGY GROUP INC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,944,000 shares 7,944,000 $9.83M 1% new UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,889,000 shares; 2025Q1: 6,439,000 shares; 2025Q2: 7,339,000 shares; 2025Q3: 7,339,000 shares; 2025Q4: 6,089,000 shares; 2026Q1: 8,169,000 shares 8,169,000 $9.82M 1% +2,080,000 ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,952,000 shares; 2025Q4: 9,952,000 shares; 2026Q1: 9,952,000 shares 9,952,000 $9.73M 0.99% 0 BANK OF AMER CORP 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: 5,248 shares; 2024Q4: 7,248 shares; 2025Q1: 7,648 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares; 2025Q4: 8,048 shares; 2026Q1: 8,048 shares 8,048 $9.59M 0.98% 0 ETSY INC ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610,000 shares; 2024Q4: 6,850,000 shares; 2025Q1: 6,850,000 shares; 2025Q2: 8,040,000 shares; 2025Q3: 8,040,000 shares; 2025Q4: 8,040,000 shares; 2026Q1: 10,430,000 shares 10,430,000 $9.31M 0.95% +2,390,000 MERITAGE HOMES CORP MERITAGE HOMES CORP More: the full row for MERITAGE 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: 2,112,000 shares; 2025Q3: 7,022,000 shares; 2025Q4: 7,542,000 shares; 2026Q1: 9,102,000 shares 9,102,000 $8.77M 0.89% +1,560,000 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: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares; 2026Q1: 44,400 shares 44,400 $8.52M 0.87% +23,400 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: 57,955 shares; 2024Q4: 59,898 shares; 2025Q1: 42,911 shares; 2025Q2: 44,689 shares; 2025Q3: 47,191 shares; 2025Q4: 36,506 shares; 2026Q1: 68,893 shares 68,893 $8.09M 0.83% +32,387 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,093 shares 301,093 $7.83M 0.8% new Timeline BAPRA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,300 shares 97,300 $6.32M 0.64% new Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,100 shares; 2024Q4: 117,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,140 shares; 2025Q4: 89,440 shares; 2026Q1: 89,840 shares 89,840 $5.8M 0.59% +400 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: 9,193 shares; 2024Q4: 12,690 shares; 2025Q1: 8,827 shares; 2025Q2: 12,496 shares; 2025Q3: 16,972 shares; 2025Q4: 15,870 shares; 2026Q1: 30,434 shares 30,434 $5.31M 0.54% +14,564 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: 23,313 shares; 2024Q4: 19,521 shares; 2025Q1: 14,400 shares; 2025Q2: 19,373 shares; 2025Q3: 20,397 shares; 2025Q4: 19,524 shares; 2026Q1: 20,614 shares 20,614 $5.23M 0.53% +1,090 Timeline DRAFTKINGS INC NEW DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350,000 shares; 2024Q4: 8,650,000 shares; 2025Q1: 8,650,000 shares; 2025Q2: 8,650,000 shares; 2025Q3: 5,780,000 shares; 2025Q4: 5,780,000 shares; 2026Q1: 5,780,000 shares 5,780,000 $5.2M 0.53% 0 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: 28,582 shares; 2024Q4: 34,196 shares; 2025Q1: 20,996 shares; 2025Q2: 8,327 shares; 2025Q3: 35,303 shares; 2025Q4: 23,599 shares; 2026Q1: 17,034 shares 17,034 $4.9M 0.5% -6,565 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: 59,243 shares; 2024Q4: 54,175 shares; 2025Q1: 52,098 shares; 2025Q2: 29,247 shares; 2025Q3: 30,910 shares; 2025Q4: 24,775 shares; 2026Q1: 23,465 shares 23,465 $4.89M 0.5% -1,310 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: 1,371 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 3,914 shares; 2025Q4: 7,082 shares; 2026Q1: 13,029 shares 13,029 $4.4M 0.45% +5,947 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: 11,261 shares; 2024Q4: 10,513 shares; 2025Q1: 9,522 shares; 2025Q2: 12,909 shares; 2025Q3: 13,045 shares; 2025Q4: 12,166 shares; 2026Q1: 11,097 shares 11,097 $4.11M 0.42% -1,069 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,100 shares; 2025Q4: 89,600 shares; 2026Q1: 68,000 shares 68,000 $3.87M 0.4% -21,600 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,300 shares; 2025Q4: 20,000 shares; 2026Q1: 20,300 shares 20,300 $3.87M 0.39% +300 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,375 shares 82,375 $3.87M 0.39% new Timeline DATADOG INC DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150,000 shares; 2026Q1: 3,880,000 shares 3,880,000 $3.75M 0.38% +1,730,000 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: 3,639 shares; 2024Q4: 3,504 shares; 2025Q1: 2,618 shares; 2025Q2: 1,475 shares; 2025Q3: 1,639 shares; 2025Q4: 4,916 shares; 2026Q1: 6,637 shares 6,637 $3.18M 0.32% +1,721 Timeline SOUTHERN CO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,820,000 shares 2,820,000 $3.13M 0.32% new HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440,000 shares; 2026Q1: 2,970,000 shares 2,970,000 $3.08M 0.31% +530,000 SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,156,000 shares; 2024Q4: 7,796,000 shares; 2025Q1: 6,036,000 shares; 2025Q2: 7,006,000 shares; 2025Q3: 5,746,000 shares; 2025Q4: 4,286,000 shares; 2026Q1: 3,196,000 shares 3,196,000 $3M 0.31% -1,090,000 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: 4,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,605 shares; 2025Q2: 3,013 shares; 2025Q3: 3,998 shares; 2025Q4: 30,152 shares; 2026Q1: 30,252 shares 30,252 $2.91M 0.3% +100 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,400 shares; 2026Q1: 33,200 shares 33,200 $2.88M 0.29% +2,800 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 3,194 shares; 2026Q1: 10,054 shares 10,054 $2.85M 0.29% +6,860 Timeline KKR & CO INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,200 shares; 2025Q3: 161,600 shares; 2025Q4: 150,400 shares; 2026Q1: 69,800 shares 69,800 $2.81M 0.29% -80,600 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: 3,699 shares; 2024Q4: 3,669 shares; 2025Q1: 4,117 shares; 2025Q2: 4,223 shares; 2025Q3: 4,314 shares; 2025Q4: 3,488 shares; 2026Q1: 2,778 shares 2,778 $2.77M 0.28% -710 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 1,750 shares; 2025Q1: 750 shares; 2025Q2: 1,100 shares; 2025Q3: 1,250 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $2.64M 0.27% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,100 shares 9,100 $2.58M 0.26% new Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,100 shares; 2025Q2: 116,100 shares; 2025Q3: 42,100 shares; 2025Q4: 158,000 shares; 2026Q1: 71,300 shares 71,300 $2.58M 0.26% -86,700 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: 27,100 shares; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 29,540 shares; 2025Q3: 38,320 shares; 2025Q4: 34,424 shares; 2026Q1: 35,724 shares 35,724 $2.57M 0.26% +1,300 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,775 shares; 2025Q4: 5,275 shares; 2026Q1: 5,270 shares 5,270 $2.56M 0.26% -5 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 3,349 shares; 2025Q1: 4,704 shares; 2025Q2: 4,691 shares; 2025Q3: 5,570 shares; 2025Q4: 5,355 shares; 2026Q1: 8,022 shares 8,022 $2.48M 0.25% +2,667 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: 11,452 shares; 2024Q4: 10,838 shares; 2025Q1: 7,826 shares; 2025Q2: 7,102 shares; 2025Q3: 6,230 shares; 2025Q4: 8,440 shares; 2026Q1: 16,948 shares 16,948 $2.48M 0.25% +8,508 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: not reported; 2024Q4: not reported; 2025Q1: 6,369 shares; 2025Q2: 581 shares; 2025Q3: 1,870 shares; 2025Q4: 5,774 shares; 2026Q1: 7,439 shares 7,439 $2.31M 0.24% +1,665 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: 7,852 shares; 2024Q4: 1,955 shares; 2025Q1: 2,775 shares; 2025Q2: 3,658 shares; 2025Q3: 3,769 shares; 2025Q4: 5,464 shares; 2026Q1: 7,824 shares 7,824 $2.3M 0.23% +2,360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,440 shares; 2025Q4: 7,757 shares; 2026Q1: 7,924 shares 7,924 $2.27M 0.23% +167 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 17,290 shares 17,290 $2.17M 0.22% +14,400 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,637 shares; 2025Q4: 16,594 shares; 2026Q1: 32,541 shares 32,541 $2.16M 0.22% +15,947 Timeline GUARDANT HEALTH INC GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,049,000 shares 2,049,000 $2.11M 0.21% new XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,283 shares; 2024Q4: 8,398 shares; 2025Q1: 9,049 shares; 2025Q2: 9,734 shares; 2025Q3: 6,885 shares; 2025Q4: 14,699 shares; 2026Q1: 11,979 shares 11,979 $2.03M 0.21% -2,720 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: not reported; 2024Q4: 1,900 shares; 2025Q1: not reported; 2025Q2: 5,072 shares; 2025Q3: 4,764 shares; 2025Q4: 25,839 shares; 2026Q1: 19,039 shares 19,039 $1.99M 0.2% -6,800 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 676 shares; 2025Q1: 30,195 shares; 2025Q2: 5,040 shares; 2025Q3: 258 shares; 2025Q4: 2,494 shares; 2026Q1: 19,829 shares 19,829 $1.89M 0.19% +17,335 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,000 shares 22,000 $1.56M 0.16% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 708 shares; 2025Q1: 423 shares; 2025Q2: 2,784 shares; 2025Q3: 1,176 shares; 2025Q4: 2,925 shares; 2026Q1: 1,567 shares 1,567 $1.44M 0.15% -1,358 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: 3,063 shares; 2024Q4: 2,475 shares; 2025Q1: 2,156 shares; 2025Q2: 2,964 shares; 2025Q3: 11,544 shares; 2025Q4: 4,277 shares; 2026Q1: 3,857 shares 3,857 $1.43M 0.15% -420 Timeline POWR 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: 53,245 shares 53,245 $1.4M 0.14% new 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: 37,200 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 27,244 shares; 2025Q3: 24,780 shares; 2025Q4: 18,087 shares; 2026Q1: 12,487 shares 12,487 $1.39M 0.14% -5,600 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 102 shares; 2025Q4: 111 shares; 2026Q1: 3,411 shares 3,411 $1.36M 0.14% +3,300 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: not reported; 2024Q4: 3,165 shares; 2025Q1: 1,847 shares; 2025Q2: 2,381 shares; 2025Q3: 4,186 shares; 2025Q4: 4,903 shares; 2026Q1: 5,897 shares 5,897 $1.28M 0.13% +994 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: 130 shares; 2024Q4: 1,675 shares; 2025Q1: 2,557 shares; 2025Q2: 2,233 shares; 2025Q3: 1,122 shares; 2025Q4: 1,881 shares; 2026Q1: 1,792 shares 1,792 $1.27M 0.13% -89 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 3,026 shares; 2025Q4: 2,571 shares; 2026Q1: 6,219 shares 6,219 $1.27M 0.13% +3,648 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: 86 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 1,737 shares; 2026Q1: 2,143 shares 2,143 $1.21M 0.12% +406 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,106 shares; 2025Q4: 7,186 shares; 2026Q1: 7,594 shares 7,594 $1.16M 0.12% +408 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,536 shares; 2024Q4: 3,771 shares; 2025Q1: 4,838 shares; 2025Q2: 3,676 shares; 2025Q3: 3,703 shares; 2025Q4: 3,583 shares; 2026Q1: 5,282 shares 5,282 $1.16M 0.12% +1,699 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: 22,000 shares; 2024Q4: 20,400 shares; 2025Q1: 18,500 shares; 2025Q2: 22,324 shares; 2025Q3: 18,654 shares; 2025Q4: 14,709 shares; 2026Q1: 9,709 shares 9,709 $1.12M 0.11% -5,000 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,000 shares 77,000 $1.11M 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares 5,300 $1.1M 0.11% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $1.1M 0.11% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,291 shares; 2026Q1: 12,538 shares 12,538 $1.07M 0.11% +7,247 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: 3,557 shares; 2024Q4: 5,063 shares; 2025Q1: 11,304 shares; 2025Q2: 10,518 shares; 2025Q3: 6,085 shares; 2025Q4: 2,494 shares; 2026Q1: 7,687 shares 7,687 $1.05M 0.11% +5,193 Timeline ATI ATI INC More: the full row for ATI 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: 33,400 shares; 2026Q1: 6,900 shares 6,900 $1M 0.1% -26,500 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: 43,500 shares; 2026Q1: 43,500 shares 43,500 $948K 0.1% 0 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: 1,089 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,794 shares 2,794 $944K 0.1% new 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: 9,365 shares; 2024Q4: 6,991 shares; 2025Q1: 6,358 shares; 2025Q2: 13,609 shares; 2025Q3: 10,013 shares; 2025Q4: 6,394 shares; 2026Q1: 1,620 shares 1,620 $927K 0.09% -4,774 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,527 shares 23,527 $875K 0.09% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,037 shares; 2025Q2: 15,723 shares; 2025Q3: 14,685 shares; 2025Q4: 9,800 shares; 2026Q1: 10,534 shares 10,534 $869K 0.09% +734 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: 1,223 shares; 2024Q4: 2,422 shares; 2025Q1: 2,261 shares; 2025Q2: 2,039 shares; 2025Q3: 2,772 shares; 2025Q4: 4,463 shares; 2026Q1: 5,049 shares 5,049 $809K 0.08% +586 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: 2,650 shares; 2024Q4: 7,384 shares; 2025Q1: 64,575 shares; 2025Q2: 22,284 shares; 2025Q3: 86 shares; 2025Q4: 688 shares; 2026Q1: 9,243 shares 9,243 $763K 0.08% +8,555 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,021 shares 3,021 $757K 0.08% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,664 shares 5,664 $695K 0.07% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,630 shares 7,630 $583K 0.06% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 563 shares; 2026Q1: 681 shares 681 $576K 0.06% +118 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,200 shares; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $474K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $468K 0.05% new 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: not reported; 2024Q4: 2,981 shares; 2025Q1: 2,077 shares; 2025Q2: 8,508 shares; 2025Q3: 5,657 shares; 2025Q4: 642 shares; 2026Q1: 1,284 shares 1,284 $419K 0.04% +642 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,874 shares; 2025Q1: 723 shares; 2025Q2: 513 shares; 2025Q3: 1,046 shares; 2025Q4: 2,377 shares; 2026Q1: 2,377 shares 2,377 $383K 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 113 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $169K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 263 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $147K 0.02% 0 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: 15,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 2,614 shares; 2025Q4: 941 shares; 2026Q1: 941 shares 941 $138K 0.01% 0 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: 5,500 shares; 2024Q4: 2,467 shares; 2025Q1: 2,263 shares; 2025Q2: 2,477 shares; 2025Q3: 1,903 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $107K 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,174 shares; 2025Q4: 12,014 shares; 2026Q1: 1,300 shares 1,300 $101K 0.01% -10,714 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 234 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $88.5K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 370 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $88K 0.01% 0 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: not reported; 2024Q4: 1,744 shares; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 258 shares; 2025Q4: 2,295 shares; 2026Q1: 295 shares 295 $79.8K 0.01% -2,000 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: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 138 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $76.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,824 shares; 2025Q3: 331 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $76.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 8,704 shares; 2025Q4: 6,204 shares; 2026Q1: 224 shares 224 $67.8K 0.01% -5,980 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $63.3K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 265 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $61.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 155 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $61.6K 0.01% 0 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: 225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 122 shares; 2025Q4: 133 shares; 2026Q1: 266 shares 266 $59.8K 0.01% +133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 513 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $58.5K 0.01% 0 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: not reported; 2024Q4: 11,000 shares; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 278 shares; 2025Q4: 4,981 shares; 2026Q1: 306 shares 306 $57.1K 0.01% -4,675 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: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 72 shares; 2025Q3: 1,135 shares; 2025Q4: 1,665 shares; 2026Q1: 117 shares 117 $53.9K 0.01% -1,548 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 393 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $51K 0.01% 0 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: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 66 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $45.9K <0.01% 0 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: 2,750 shares; 2024Q4: 2,663 shares; 2025Q1: 3,507 shares; 2025Q2: 3,732 shares; 2025Q3: 311 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $45.2K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 157 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $43K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 90 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $42.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 110 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $41.1K <0.01% 0 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 5,180 shares; 2025Q4: 4,521 shares; 2026Q1: 91 shares 91 $39.3K <0.01% -4,430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $37.5K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $36.7K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 130 shares; 2025Q4: 150 shares; 2026Q1: 300 shares 300 $36.6K <0.01% +150 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $35.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 69 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $35.5K <0.01% 0 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 119 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $32.6K <0.01% 0 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: 93 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 41 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $31.4K <0.01% 0 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: 54 shares; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: 557 shares; 2025Q3: 501 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $31.4K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 435 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $31.1K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 173 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $29.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 120 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $26.8K <0.01% 0 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: 139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 71 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $26K <0.01% 0 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: 983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 550 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $25.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 51 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $25.3K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 2,159 shares; 2025Q4: 1,849 shares; 2026Q1: 90 shares 90 $25K <0.01% -1,759 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 39 shares; 2025Q4: 44 shares; 2026Q1: 88 shares 88 $24.5K <0.01% +44 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $23.2K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 1,616 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $23K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 76 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $22.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 115 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $22.5K <0.01% 0 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: 244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 95 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $21.5K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 58 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $20.7K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 222 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $20.6K <0.01% 0 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: 1,700 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 2,836 shares; 2025Q3: 16 shares; 2025Q4: 2,917 shares; 2026Q1: 17 shares 17 $19.7K <0.01% -2,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $16.5K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 131 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $16.3K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 24 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $15.7K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $14.6K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 81 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $13.2K <0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 25 shares; 2026Q1: 50 shares 50 $13.1K <0.01% +25 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $12.9K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,850 shares; 2024Q4: 24,350 shares; 2025Q1: 18,850 shares; 2025Q2: 23,522 shares; 2025Q3: 16,516 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $12.2K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 99 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $12K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 155 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $11K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 36 shares; 2025Q3: 24 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $11K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 283 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $10.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $10.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 30 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $9.84K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 49 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $9.21K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 148 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $8.97K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $7.95K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $7.47K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 36 shares; 2025Q3: 33 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $7.38K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $7.29K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $6.34K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 132 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $5.61K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.95K <0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 72 shares; 2025Q3: 42 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $2.44K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.02K <0.01% 0 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS 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: 36 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.9K <0.01% 0 Timeline