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: 63,168 shares; 2024Q4: 63,945 shares; 2025Q1: 113,563 shares; 2025Q2: 118,957 shares; 2025Q3: 173,915 shares; 2025Q4: 171,940 shares; 2026Q1: 185,300 shares 185,300 $111M 13.75% +13,360 Timeline SPMO 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: 5,075 shares; 2024Q4: 23,848 shares; 2025Q1: 235,246 shares; 2025Q2: 281,193 shares; 2025Q3: 622,529 shares; 2025Q4: 623,111 shares; 2026Q1: 656,268 shares 656,268 $73.6M 9.14% +33,157 Timeline LSAF 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: 1,865,434 shares; 2024Q4: 1,660,243 shares; 2025Q1: 1,631,441 shares; 2025Q2: 1,598,557 shares; 2025Q3: 1,246,840 shares; 2025Q4: 1,201,061 shares; 2026Q1: 1,184,577 shares 1,184,577 $54.4M 6.75% -16,484 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466,116 shares; 2025Q3: 520,917 shares; 2025Q4: 470,377 shares; 2026Q1: 422,551 shares 422,551 $41M 5.1% -47,826 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: 64,176 shares; 2024Q4: 318,543 shares; 2025Q1: 179,433 shares; 2025Q2: 305,181 shares; 2025Q3: 333,874 shares; 2025Q4: 335,597 shares; 2026Q1: 393,761 shares 393,761 $38.6M 4.79% +58,164 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 6,977 shares; 2025Q1: 47,458 shares; 2025Q2: 53,530 shares; 2025Q3: 50,700 shares; 2025Q4: 53,351 shares; 2026Q1: 59,179 shares 59,179 $34.2M 4.24% +5,828 Timeline LSAT 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: 1,242,555 shares; 2024Q4: 1,071,969 shares; 2025Q1: 1,022,039 shares; 2025Q2: 990,006 shares; 2025Q3: 835,147 shares; 2025Q4: 831,748 shares; 2026Q1: 625,090 shares 625,090 $24.6M 3.06% -206,658 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,833 shares; 2024Q4: 227,833 shares; 2025Q1: 227,833 shares; 2025Q2: 522,438 shares; 2025Q3: 403,635 shares; 2025Q4: 360,236 shares; 2026Q1: 321,019 shares 321,019 $15M 1.86% -39,217 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,989 shares; 2024Q4: 34,739 shares; 2025Q1: 34,739 shares; 2025Q2: 164,883 shares; 2025Q3: 127,388 shares; 2025Q4: 113,693 shares; 2026Q1: 101,322 shares 101,322 $14.8M 1.83% -12,371 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: 34,748 shares; 2024Q4: 28,881 shares; 2025Q1: 60,302 shares; 2025Q2: 48,056 shares; 2025Q3: 42,032 shares; 2025Q4: 53,335 shares; 2026Q1: 53,993 shares 53,993 $13.7M 1.7% +658 Timeline DYLD 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: 849,053 shares; 2024Q4: 825,183 shares; 2025Q1: 555,153 shares; 2025Q2: 531,007 shares; 2025Q3: 507,719 shares; 2025Q4: 541,773 shares; 2026Q1: 586,292 shares 586,292 $13.1M 1.63% +44,519 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: 88,932 shares; 2024Q4: 93,263 shares; 2025Q1: 126,802 shares; 2025Q2: 144,771 shares; 2025Q3: 166,935 shares; 2025Q4: 181,652 shares; 2026Q1: 196,536 shares 196,536 $12.6M 1.56% +14,884 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: 17,260 shares; 2024Q4: 15,404 shares; 2025Q1: 21,711 shares; 2025Q2: 20,475 shares; 2025Q3: 23,252 shares; 2025Q4: 38,400 shares; 2026Q1: 38,433 shares 38,433 $11.1M 1.37% +33 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: 9,411 shares; 2024Q4: 13,892 shares; 2025Q1: 24,336 shares; 2025Q2: 19,986 shares; 2025Q3: 19,978 shares; 2025Q4: 26,906 shares; 2026Q1: 26,769 shares 26,769 $9.91M 1.23% -137 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,096 shares; 2024Q4: 448,510 shares; 2025Q1: 304,407 shares; 2025Q2: 296,617 shares; 2025Q3: 297,085 shares; 2025Q4: 332,977 shares; 2026Q1: 371,447 shares 371,447 $9.77M 1.21% +38,470 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: 22,956 shares; 2024Q4: 30,588 shares; 2025Q1: 45,703 shares; 2025Q2: 41,750 shares; 2025Q3: 47,244 shares; 2025Q4: 49,877 shares; 2026Q1: 51,707 shares 51,707 $9.02M 1.12% +1,830 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 28,673 shares; 2025Q4: 32,715 shares; 2026Q1: 38,917 shares 38,917 $8.46M 1.05% +6,202 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: 647,993 shares; 2024Q4: 623,612 shares; 2025Q1: 468,171 shares; 2025Q2: 21,547 shares; 2025Q3: 26,146 shares; 2025Q4: 30,212 shares; 2026Q1: 34,019 shares 34,019 $8.44M 1.05% +3,807 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 4,181 shares; 2025Q1: 6,894 shares; 2025Q2: 8,755 shares; 2025Q3: 22,987 shares; 2025Q4: 25,816 shares; 2026Q1: 31,541 shares 31,541 $8.12M 1.01% +5,725 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: 101,830 shares; 2024Q4: 105,330 shares; 2025Q1: 107,438 shares; 2025Q2: 53,820 shares; 2025Q3: 58,536 shares; 2025Q4: 67,755 shares; 2026Q1: 91,814 shares 91,814 $7.03M 0.87% +24,059 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: 9,512 shares; 2024Q4: 13,123 shares; 2025Q1: 24,469 shares; 2025Q2: 19,698 shares; 2025Q3: 22,488 shares; 2025Q4: 31,721 shares; 2026Q1: 32,445 shares 32,445 $6.76M 0.84% +724 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 60,484 shares; 2025Q4: 66,882 shares; 2026Q1: 70,898 shares 70,898 $6.04M 0.75% +4,016 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: 7,218 shares; 2024Q4: 7,587 shares; 2025Q1: 8,072 shares; 2025Q2: 13,010 shares; 2025Q3: 14,554 shares; 2025Q4: 17,793 shares; 2026Q1: 24,940 shares 24,940 $5.27M 0.65% +7,147 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,396 shares; 2024Q4: 58,910 shares; 2025Q1: 61,463 shares; 2025Q2: 67,176 shares; 2025Q3: 75,229 shares; 2025Q4: 99,258 shares; 2026Q1: 89,178 shares 89,178 $5.19M 0.64% -10,080 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: 31,528 shares; 2024Q4: 32,503 shares; 2025Q1: 33,647 shares; 2025Q2: 31,603 shares; 2025Q3: 35,323 shares; 2025Q4: 37,217 shares; 2026Q1: 42,076 shares 42,076 $4.76M 0.59% +4,859 Timeline IUSB 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: 91,995 shares; 2024Q4: 99,243 shares; 2025Q1: 133,871 shares; 2025Q2: 91,163 shares; 2025Q3: 100,372 shares; 2025Q4: 86,649 shares; 2026Q1: 94,878 shares 94,878 $4.38M 0.54% +8,229 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,012 shares; 2024Q4: 130,265 shares; 2025Q1: 139,862 shares; 2025Q2: 134,560 shares; 2025Q3: 152,213 shares; 2025Q4: 175,465 shares; 2026Q1: 178,239 shares 178,239 $4.14M 0.51% +2,774 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: 4,685 shares; 2024Q4: 3,053 shares; 2025Q1: 4,289 shares; 2025Q2: 3,911 shares; 2025Q3: 4,719 shares; 2025Q4: 7,136 shares; 2026Q1: 6,977 shares 6,977 $3.99M 0.5% -159 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: 3,748 shares; 2024Q4: 5,700 shares; 2025Q1: 7,748 shares; 2025Q2: 7,101 shares; 2025Q3: 8,255 shares; 2025Q4: 12,741 shares; 2026Q1: 12,886 shares 12,886 $3.99M 0.5% +145 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: 2,837 shares; 2024Q4: 4,066 shares; 2025Q1: 5,822 shares; 2025Q2: 5,255 shares; 2025Q3: 6,591 shares; 2025Q4: 9,312 shares; 2026Q1: 9,398 shares 9,398 $3.49M 0.43% +86 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,746 shares; 2025Q3: 60,493 shares; 2025Q4: 69,868 shares; 2026Q1: 74,006 shares 74,006 $3.39M 0.42% +4,138 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: 2,255 shares; 2024Q4: 3,436 shares; 2025Q1: 5,837 shares; 2025Q2: 4,890 shares; 2025Q3: 5,592 shares; 2025Q4: 7,105 shares; 2026Q1: 7,035 shares 7,035 $3.37M 0.42% -70 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 18,938 shares; 2025Q1: 18,344 shares; 2025Q2: 21,543 shares; 2025Q3: 23,316 shares; 2025Q4: 24,477 shares; 2026Q1: 30,754 shares 30,754 $3.27M 0.41% +6,277 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: 5,061 shares; 2024Q4: 5,241 shares; 2025Q1: 16,500 shares; 2025Q2: 12,025 shares; 2025Q3: 9,120 shares; 2025Q4: 5,033 shares; 2026Q1: 4,921 shares 4,921 $3.2M 0.4% -112 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,249 shares; 2024Q4: 18,581 shares; 2025Q1: 20,885 shares; 2025Q2: 16,959 shares; 2025Q3: 18,937 shares; 2025Q4: 27,698 shares; 2026Q1: 31,004 shares 31,004 $2.94M 0.37% +3,306 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,745 shares 89,745 $2.89M 0.36% new 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: 8,108 shares; 2024Q4: 8,026 shares; 2025Q1: 9,987 shares; 2025Q2: 8,834 shares; 2025Q3: 20,135 shares; 2025Q4: 20,571 shares; 2026Q1: 21,792 shares 21,792 $2.71M 0.34% +1,221 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: 3,969 shares; 2024Q4: 5,092 shares; 2025Q1: 8,573 shares; 2025Q2: 7,075 shares; 2025Q3: 6,953 shares; 2025Q4: 6,703 shares; 2026Q1: 8,897 shares 8,897 $2.62M 0.32% +2,194 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,032 shares 38,032 $2.6M 0.32% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,517 shares; 2024Q4: 45,084 shares; 2025Q1: 47,744 shares; 2025Q2: 58,642 shares; 2025Q3: 66,535 shares; 2025Q4: 57,496 shares; 2026Q1: 33,560 shares 33,560 $2.5M 0.31% -23,936 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: 14,941 shares; 2024Q4: 15,679 shares; 2025Q1: 16,519 shares; 2025Q2: 21,021 shares; 2025Q3: 24,251 shares; 2025Q4: 22,135 shares; 2026Q1: 12,868 shares 12,868 $2.47M 0.31% -9,267 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 20,174 shares; 2025Q3: 22,343 shares; 2025Q4: 62,332 shares; 2026Q1: 74,144 shares 74,144 $2.44M 0.3% +11,812 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: 8,484 shares; 2024Q4: 11,156 shares; 2025Q1: 46,624 shares; 2025Q2: 16,579 shares; 2025Q3: 15,455 shares; 2025Q4: 23,494 shares; 2026Q1: 13,938 shares 13,938 $2.37M 0.29% -9,556 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 38,870 shares; 2025Q3: 44,604 shares; 2025Q4: 55,610 shares; 2026Q1: 62,848 shares 62,848 $2.28M 0.28% +7,238 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: 1,205 shares; 2024Q4: 1,720 shares; 2025Q1: 1,779 shares; 2025Q2: 2,045 shares; 2025Q3: 2,226 shares; 2025Q4: 2,299 shares; 2026Q1: 2,325 shares 2,325 $2.14M 0.27% +26 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: 2,014 shares; 2024Q4: 2,134 shares; 2025Q1: 2,005 shares; 2025Q2: 2,541 shares; 2025Q3: 2,717 shares; 2025Q4: 2,543 shares; 2026Q1: 3,139 shares 3,139 $2.05M 0.25% +596 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,979 shares; 2025Q1: 20,937 shares; 2025Q2: 9,984 shares; 2025Q3: 10,467 shares; 2025Q4: 11,839 shares; 2026Q1: 89,484 shares 89,484 $2.05M 0.25% +77,645 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,484 shares; 2026Q1: 25,280 shares 25,280 $2.04M 0.25% +13,796 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,603 shares; 2025Q1: 2,228 shares; 2025Q2: 1,827 shares; 2025Q3: 1,908 shares; 2025Q4: 1,992 shares; 2026Q1: 1,955 shares 1,955 $1.95M 0.24% -37 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,653 shares; 2024Q4: 24,766 shares; 2025Q1: 9,019 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,271 shares; 2026Q1: 21,972 shares 21,972 $1.91M 0.24% +3,701 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,318 shares; 2026Q1: 28,465 shares 28,465 $1.82M 0.23% +6,147 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,209 shares; 2025Q1: 14,866 shares; 2025Q2: 13,856 shares; 2025Q3: 11,548 shares; 2025Q4: 5,202 shares; 2026Q1: 11,235 shares 11,235 $1.75M 0.22% +6,033 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,202 shares 39,202 $1.61M 0.2% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,612 shares; 2025Q3: 23,301 shares; 2025Q4: 28,374 shares; 2026Q1: 31,920 shares 31,920 $1.6M 0.2% +3,546 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,873 shares 10,873 $1.59M 0.2% new 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: 10,722 shares; 2024Q4: 10,805 shares; 2025Q1: 11,741 shares; 2025Q2: 9,741 shares; 2025Q3: 12,942 shares; 2025Q4: 6,839 shares; 2026Q1: 6,839 shares 6,839 $1.55M 0.19% 0 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: 12,813 shares; 2026Q1: 21,327 shares 21,327 $1.51M 0.19% +8,514 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: 7,593 shares; 2024Q4: 7,636 shares; 2025Q1: 3,995 shares; 2025Q2: 3,789 shares; 2025Q3: 4,501 shares; 2025Q4: 4,925 shares; 2026Q1: 4,931 shares 4,931 $1.49M 0.19% +6 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: 105,737 shares; 2024Q4: 511,184 shares; 2025Q1: 26,951 shares; 2025Q2: 26,620 shares; 2025Q3: 26,962 shares; 2025Q4: 27,212 shares; 2026Q1: 25,827 shares 25,827 $1.46M 0.18% -1,385 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 20,171 shares; 2025Q1: 21,682 shares; 2025Q2: 24,124 shares; 2025Q3: 27,355 shares; 2025Q4: 32,973 shares; 2026Q1: 27,879 shares 27,879 $1.45M 0.18% -5,094 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,091 shares; 2024Q4: 11,177 shares; 2025Q1: 2,283 shares; 2025Q2: 2,292 shares; 2025Q3: 7,742 shares; 2025Q4: 2,715 shares; 2026Q1: 5,781 shares 5,781 $1.4M 0.17% +3,066 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: 31,005 shares; 2024Q4: 5,988 shares; 2025Q1: 9,587 shares; 2025Q2: 6,952 shares; 2025Q3: 6,262 shares; 2025Q4: 5,481 shares; 2026Q1: 5,697 shares 5,697 $1.39M 0.17% +216 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,661 shares; 2026Q1: 12,906 shares 12,906 $1.23M 0.15% +2,245 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,201 shares; 2025Q1: 2,204 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 1,698 shares; 2026Q1: 1,697 shares 1,697 $1.18M 0.15% -1 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: not reported; 2024Q4: 84,769 shares; 2025Q1: 80,692 shares; 2025Q2: 103,012 shares; 2025Q3: 56,860 shares; 2025Q4: 74,346 shares; 2026Q1: 26,416 shares 26,416 $1.12M 0.14% -47,930 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: 12,504 shares; 2024Q4: 12,221 shares; 2025Q1: not reported; 2025Q2: 10,119 shares; 2025Q3: 7,289 shares; 2025Q4: not reported; 2026Q1: 6,501 shares 6,501 $1.1M 0.14% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,408 shares; 2024Q4: 107,713 shares; 2025Q1: 109,562 shares; 2025Q2: 93,511 shares; 2025Q3: 74,361 shares; 2025Q4: 18,776 shares; 2026Q1: 15,737 shares 15,737 $1.09M 0.14% -3,039 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,734 shares 21,734 $1.08M 0.13% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,739 shares; 2024Q4: 33,317 shares; 2025Q1: 43,762 shares; 2025Q2: 59,964 shares; 2025Q3: 45,878 shares; 2025Q4: 31,294 shares; 2026Q1: 26,028 shares 26,028 $1.08M 0.13% -5,266 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,293 shares; 2025Q1: 28,255 shares; 2025Q2: 38,211 shares; 2025Q3: 30,749 shares; 2025Q4: 9,020 shares; 2026Q1: 7,790 shares 7,790 $1.08M 0.13% -1,230 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,497 shares 17,497 $1.08M 0.13% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,358 shares; 2025Q1: 117,510 shares; 2025Q2: 134,509 shares; 2025Q3: 135,340 shares; 2025Q4: 41,380 shares; 2026Q1: 45,362 shares 45,362 $1.08M 0.13% +3,982 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,205 shares; 2024Q4: 75,653 shares; 2025Q1: 76,836 shares; 2025Q2: 44,499 shares; 2025Q3: 41,516 shares; 2025Q4: 16,785 shares; 2026Q1: 11,738 shares 11,738 $1.08M 0.13% -5,047 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,111 shares; 2025Q3: 8,637 shares; 2025Q4: 8,638 shares; 2026Q1: 6,588 shares 6,588 $1.08M 0.13% -2,050 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 5,870 shares; 2025Q1: not reported; 2025Q2: 6,805 shares; 2025Q3: 5,247 shares; 2025Q4: not reported; 2026Q1: 5,701 shares 5,701 $1.08M 0.13% new 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: 4,410 shares; 2024Q4: 17,107 shares; 2025Q1: 10,693 shares; 2025Q2: 12,524 shares; 2025Q3: 10,197 shares; 2025Q4: 2,739 shares; 2026Q1: 2,280 shares 2,280 $1.08M 0.13% -459 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,989 shares 3,989 $1.08M 0.13% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 6,269 shares 6,269 $1.08M 0.13% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,392 shares; 2024Q4: 6,338 shares; 2025Q1: 5,600 shares; 2025Q2: not reported; 2025Q3: 4,648 shares; 2025Q4: 3,611 shares; 2026Q1: 3,286 shares 3,286 $1.07M 0.13% -325 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,878 shares; 2025Q1: 7,726 shares; 2025Q2: 7,374 shares; 2025Q3: 5,599 shares; 2025Q4: 6,776 shares; 2026Q1: 6,325 shares 6,325 $1.07M 0.13% -451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,889 shares 5,889 $1.07M 0.13% new Timeline LYFT LYFT INC More: the full row for LYFT 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: 54,733 shares; 2025Q4: 56,820 shares; 2026Q1: 80,632 shares 80,632 $1.07M 0.13% +23,812 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,255 shares 7,255 $1.07M 0.13% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 15,707 shares; 2026Q1: 14,502 shares 14,502 $1.07M 0.13% -1,205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,403 shares; 2026Q1: 9,381 shares 9,381 $1.06M 0.13% -22 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,109 shares; 2025Q2: 19,503 shares; 2025Q3: not reported; 2025Q4: 17,634 shares; 2026Q1: 14,707 shares 14,707 $1.06M 0.13% -2,927 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,402 shares; 2025Q2: 4,377 shares; 2025Q3: not reported; 2025Q4: 1,950 shares; 2026Q1: 2,216 shares 2,216 $1.06M 0.13% +266 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: 32,332 shares; 2024Q4: 28,345 shares; 2025Q1: 26,099 shares; 2025Q2: 29,151 shares; 2025Q3: 16,773 shares; 2025Q4: 7,815 shares; 2026Q1: 4,351 shares 4,351 $1.06M 0.13% -3,464 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $1.06M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,977 shares; 2026Q1: 1,557 shares 1,557 $1.06M 0.13% -420 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: 17,937 shares; 2025Q1: 19,846 shares; 2025Q2: 16,475 shares; 2025Q3: 11,349 shares; 2025Q4: not reported; 2026Q1: 4,272 shares 4,272 $1.06M 0.13% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,616 shares; 2026Q1: 5,006 shares 5,006 $1.06M 0.13% -610 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,918 shares; 2024Q4: 111,748 shares; 2025Q1: 112,202 shares; 2025Q2: 84,368 shares; 2025Q3: 61,465 shares; 2025Q4: 27,721 shares; 2026Q1: 16,979 shares 16,979 $1.06M 0.13% -10,742 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,270 shares; 2025Q1: 39,721 shares; 2025Q2: 36,973 shares; 2025Q3: 28,655 shares; 2025Q4: 29,327 shares; 2026Q1: 29,867 shares 29,867 $1.06M 0.13% +540 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: 359 shares; 2024Q4: 287 shares; 2025Q1: 288 shares; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 251 shares 251 $1.06M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,379 shares; 2026Q1: 7,969 shares 7,969 $1.06M 0.13% +590 Timeline LEA LEAR CORP More: the full row for LEAR 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: 9,579 shares; 2026Q1: 8,732 shares 8,732 $1.06M 0.13% -847 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: 106,646 shares; 2024Q4: 28,465 shares; 2025Q1: 19,750 shares; 2025Q2: 18,608 shares; 2025Q3: 13,353 shares; 2025Q4: 12,803 shares; 2026Q1: 11,612 shares 11,612 $1.06M 0.13% -1,191 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,158 shares 6,158 $1.06M 0.13% new 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: 26,311 shares; 2024Q4: 7,182 shares; 2025Q1: 5,949 shares; 2025Q2: 5,164 shares; 2025Q3: 4,578 shares; 2025Q4: 3,813 shares; 2026Q1: 3,473 shares 3,473 $1.06M 0.13% -340 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 12,743 shares; 2025Q4: 8,942 shares; 2026Q1: 9,635 shares 9,635 $1.05M 0.13% +693 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: 3,376 shares; 2024Q4: 2,703 shares; 2025Q1: 2,731 shares; 2025Q2: not reported; 2025Q3: 2,441 shares; 2025Q4: 2,241 shares; 2026Q1: 2,375 shares 2,375 $1.05M 0.13% +134 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,752 shares; 2024Q4: 19,697 shares; 2025Q1: 18,949 shares; 2025Q2: 21,161 shares; 2025Q3: 17,086 shares; 2025Q4: not reported; 2026Q1: 17,458 shares 17,458 $1.05M 0.13% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL 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: 13,029 shares 13,029 $1.05M 0.13% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is 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: 28,459 shares 28,459 $1.05M 0.13% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,085 shares 9,085 $1.05M 0.13% new Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,753 shares; 2025Q2: 69,221 shares; 2025Q3: not reported; 2025Q4: 55,180 shares; 2026Q1: 72,448 shares 72,448 $1.05M 0.13% +17,268 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,738 shares 1,738 $1.05M 0.13% 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: not reported; 2024Q4: 9,092 shares; 2025Q1: 9,186 shares; 2025Q2: 8,564 shares; 2025Q3: 6,375 shares; 2025Q4: 5,741 shares; 2026Q1: 5,140 shares 5,140 $1.05M 0.13% -601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,870 shares; 2026Q1: 12,671 shares 12,671 $1.05M 0.13% -199 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,219 shares; 2025Q4: not reported; 2026Q1: 11,188 shares 11,188 $1.05M 0.13% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,833 shares; 2024Q4: 38,965 shares; 2025Q1: 23,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,827 shares 27,827 $1.05M 0.13% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,562 shares; 2026Q1: 12,003 shares 12,003 $1.05M 0.13% -559 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 18,653 shares; 2025Q3: not reported; 2025Q4: 14,451 shares; 2026Q1: 14,258 shares 14,258 $1.05M 0.13% -193 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 27,344 shares; 2025Q4: 24,273 shares; 2026Q1: 19,347 shares 19,347 $1.05M 0.13% -4,926 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,999 shares; 2026Q1: 28,707 shares 28,707 $1.05M 0.13% +3,708 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: 8,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,039 shares 5,039 $1.05M 0.13% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,689 shares; 2025Q1: 8,287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,128 shares; 2026Q1: 5,760 shares 5,760 $1.05M 0.13% -368 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 7,706 shares; 2025Q1: 7,775 shares; 2025Q2: 6,966 shares; 2025Q3: 5,032 shares; 2025Q4: not reported; 2026Q1: 3,794 shares 3,794 $1.05M 0.13% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,694 shares; 2025Q2: 13,273 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,474 shares 10,474 $1.05M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,991 shares; 2026Q1: 28,237 shares 28,237 $1.05M 0.13% -9,754 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: 13,143 shares; 2024Q4: 13,077 shares; 2025Q1: 12,779 shares; 2025Q2: 12,847 shares; 2025Q3: 9,099 shares; 2025Q4: 9,363 shares; 2026Q1: 8,923 shares 8,923 $1.05M 0.13% -440 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: 9,068 shares; 2024Q4: 8,458 shares; 2025Q1: 8,111 shares; 2025Q2: 6,891 shares; 2025Q3: not reported; 2025Q4: 5,311 shares; 2026Q1: 5,372 shares 5,372 $1.05M 0.13% +61 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,826 shares; 2024Q4: 3,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,911 shares 22,911 $1.05M 0.13% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,341 shares 15,341 $1.05M 0.13% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,085 shares; 2024Q4: 13,819 shares; 2025Q1: 12,436 shares; 2025Q2: 13,264 shares; 2025Q3: 10,959 shares; 2025Q4: 9,957 shares; 2026Q1: 9,550 shares 9,550 $1.05M 0.13% -407 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,836 shares 23,836 $1.05M 0.13% new 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: 38,796 shares; 2024Q4: 66,276 shares; 2025Q1: 36,167 shares; 2025Q2: 34,149 shares; 2025Q3: 24,465 shares; 2025Q4: 16,981 shares; 2026Q1: 15,871 shares 15,871 $1.05M 0.13% -1,110 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,305 shares 8,305 $1.05M 0.13% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,103 shares; 2026Q1: 5,459 shares 5,459 $1.05M 0.13% -1,644 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,917 shares 17,917 $1.05M 0.13% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,318 shares; 2026Q1: 11,942 shares 11,942 $1.05M 0.13% +624 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,168 shares 4,168 $1.04M 0.13% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,378 shares; 2025Q3: 8,003 shares; 2025Q4: not reported; 2026Q1: 8,213 shares 8,213 $1.04M 0.13% new 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: 31,283 shares; 2024Q4: not reported; 2025Q1: 29,118 shares; 2025Q2: 28,302 shares; 2025Q3: 19,917 shares; 2025Q4: not reported; 2026Q1: 14,027 shares 14,027 $1.04M 0.13% new Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,727 shares; 2024Q4: 8,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,760 shares 40,760 $1.04M 0.13% new 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: 18,245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,393 shares; 2026Q1: 11,590 shares 11,590 $1.04M 0.13% -803 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: 35,797 shares; 2024Q4: 2,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,863 shares; 2026Q1: 4,227 shares 4,227 $1.04M 0.13% -2,636 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN 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: 26,909 shares 26,909 $1.04M 0.13% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,175 shares 11,175 $1.04M 0.13% new Timeline BALL BALL CORP More: the full row for BALL 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: 17,648 shares 17,648 $1.04M 0.13% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,172 shares; 2024Q4: 39,758 shares; 2025Q1: 161,198 shares; 2025Q2: 161,749 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158,608 shares 158,608 $1.04M 0.13% new 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: 14,339 shares; 2024Q4: 13,068 shares; 2025Q1: 10,546 shares; 2025Q2: 10,804 shares; 2025Q3: 9,017 shares; 2025Q4: 7,956 shares; 2026Q1: 7,704 shares 7,704 $1.04M 0.13% -252 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: not reported; 2024Q4: 13,363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,283 shares 12,283 $1.04M 0.13% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 173 shares; 2025Q1: 180 shares; 2025Q2: 183 shares; 2025Q3: 148 shares; 2025Q4: 150 shares; 2026Q1: 158 shares 158 $1.04M 0.13% +8 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,286 shares; 2025Q1: 35,876 shares; 2025Q2: 31,179 shares; 2025Q3: 29,028 shares; 2025Q4: 25,088 shares; 2026Q1: 24,243 shares 24,243 $1.04M 0.13% -845 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: not reported; 2025Q3: not reported; 2025Q4: 1,897 shares; 2026Q1: 1,930 shares 1,930 $1.04M 0.13% +33 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 3,766 shares; 2025Q4: 3,304 shares; 2026Q1: 4,164 shares 4,164 $1.04M 0.13% +860 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,783 shares; 2026Q1: 3,561 shares 3,561 $1.04M 0.13% -222 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: not reported; 2024Q4: 5,295 shares; 2025Q1: 4,592 shares; 2025Q2: 4,314 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,418 shares 3,418 $1.04M 0.13% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,191 shares; 2025Q2: 47,753 shares; 2025Q3: 39,154 shares; 2025Q4: 39,692 shares; 2026Q1: 45,701 shares 45,701 $1.04M 0.13% +6,009 Timeline MASI MASIMO CORP More: the full row for MASIMO 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: 8,435 shares; 2026Q1: 5,835 shares 5,835 $1.04M 0.13% -2,600 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,204 shares 9,204 $1.04M 0.13% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,563 shares 3,563 $1.04M 0.13% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 8,006 shares; 2025Q1: 6,949 shares; 2025Q2: 7,591 shares; 2025Q3: 5,852 shares; 2025Q4: 4,971 shares; 2026Q1: 5,786 shares 5,786 $1.04M 0.13% +815 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: 28,415 shares; 2024Q4: 19,500 shares; 2025Q1: 16,060 shares; 2025Q2: 16,893 shares; 2025Q3: 15,474 shares; 2025Q4: 14,142 shares; 2026Q1: 14,155 shares 14,155 $1.03M 0.13% +13 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 10,576 shares 10,576 $1.03M 0.13% new Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 6,262 shares 6,262 $1.03M 0.13% new Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,432 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,869 shares 13,869 $1.03M 0.13% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,837 shares; 2024Q4: 12,603 shares; 2025Q1: 13,898 shares; 2025Q2: 13,747 shares; 2025Q3: 17,324 shares; 2025Q4: 5,553 shares; 2026Q1: 4,981 shares 4,981 $1.03M 0.13% -572 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: 9,628 shares; 2024Q4: not reported; 2025Q1: 11,435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,841 shares 11,841 $1.03M 0.13% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 2,602 shares; 2025Q4: 2,463 shares; 2026Q1: 2,428 shares 2,428 $1.03M 0.13% -35 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,921 shares; 2025Q3: not reported; 2025Q4: 9,932 shares; 2026Q1: 7,707 shares 7,707 $1.02M 0.13% -2,225 Timeline NOV NOV INC More: the full row for NOV 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: 70,321 shares; 2026Q1: 54,397 shares 54,397 $1.02M 0.13% -15,924 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 2,854 shares; 2025Q1: 2,784 shares; 2025Q2: 3,377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,066 shares 2,066 $1.02M 0.13% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,151 shares 26,151 $1.02M 0.13% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 6,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,691 shares; 2026Q1: 3,535 shares 3,535 $1M 0.12% -2,156 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: 753 shares; 2024Q4: 1,192 shares; 2025Q1: 1,705 shares; 2025Q2: 1,591 shares; 2025Q3: 1,818 shares; 2025Q4: 1,946 shares; 2026Q1: 1,982 shares 1,982 $990K 0.12% +36 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,240 shares; 2025Q1: 39,385 shares; 2025Q2: 28,492 shares; 2025Q3: 28,423 shares; 2025Q4: 8,171 shares; 2026Q1: 6,628 shares 6,628 $958K 0.12% -1,543 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: 1,261 shares; 2024Q4: 1,291 shares; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 5,213 shares; 2025Q4: 5,600 shares; 2026Q1: 6,267 shares 6,267 $922K 0.11% +667 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: 71,543 shares; 2024Q4: 59,667 shares; 2025Q1: 75,149 shares; 2025Q2: 82,047 shares; 2025Q3: 58,668 shares; 2025Q4: 32,524 shares; 2026Q1: 32,748 shares 32,748 $920K 0.11% +224 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: 568,875 shares; 2024Q4: 34,036 shares; 2025Q1: 419,854 shares; 2025Q2: 263,310 shares; 2025Q3: 87,178 shares; 2025Q4: 17,401 shares; 2026Q1: 16,867 shares 16,867 $912K 0.11% -534 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: 73,757 shares; 2024Q4: 184,097 shares; 2025Q1: 148,831 shares; 2025Q2: 127,739 shares; 2025Q3: 93,731 shares; 2025Q4: 101,702 shares; 2026Q1: 28,868 shares 28,868 $887K 0.11% -72,834 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: 101,221 shares; 2024Q4: 89,851 shares; 2025Q1: 74,418 shares; 2025Q2: 69,833 shares; 2025Q3: 49,576 shares; 2025Q4: 30,449 shares; 2026Q1: 30,119 shares 30,119 $873K 0.11% -330 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 12,604 shares; 2025Q1: 16,912 shares; 2025Q2: 19,314 shares; 2025Q3: 15,069 shares; 2025Q4: 9,716 shares; 2026Q1: 8,853 shares 8,853 $871K 0.11% -863 Timeline HPE 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: 99,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,605 shares; 2025Q3: not reported; 2025Q4: 33,487 shares; 2026Q1: 36,263 shares 36,263 $863K 0.11% +2,776 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: 21,210 shares; 2024Q4: 17,835 shares; 2025Q1: 17,141 shares; 2025Q2: 20,927 shares; 2025Q3: 14,786 shares; 2025Q4: 10,159 shares; 2026Q1: 9,524 shares 9,524 $861K 0.11% -635 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: 141,233 shares; 2024Q4: 42,509 shares; 2025Q1: 33,292 shares; 2025Q2: 39,229 shares; 2025Q3: 26,092 shares; 2025Q4: 16,358 shares; 2026Q1: 14,098 shares 14,098 $855K 0.11% -2,260 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: 48,070 shares; 2024Q4: 46,923 shares; 2025Q1: 48,164 shares; 2025Q2: 43,504 shares; 2025Q3: 32,203 shares; 2025Q4: 18,936 shares; 2026Q1: 16,732 shares 16,732 $840K 0.1% -2,204 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,394 shares; 2024Q4: 215,080 shares; 2025Q1: 188,298 shares; 2025Q2: 203,779 shares; 2025Q3: 163,252 shares; 2025Q4: 36,217 shares; 2026Q1: 42,868 shares 42,868 $823K 0.1% +6,651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,006 shares; 2025Q3: not reported; 2025Q4: 2,794 shares; 2026Q1: 2,826 shares 2,826 $821K 0.1% +32 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,649 shares; 2024Q4: 22,385 shares; 2025Q1: 36,958 shares; 2025Q2: 26,427 shares; 2025Q3: 17,703 shares; 2025Q4: 9,353 shares; 2026Q1: 12,767 shares 12,767 $820K 0.1% +3,414 Timeline DGRW 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: 3,542 shares; 2024Q4: 6,989 shares; 2025Q1: 9,104 shares; 2025Q2: 10,466 shares; 2025Q3: 3,994 shares; 2025Q4: 6,794 shares; 2026Q1: 9,294 shares 9,294 $816K 0.1% +2,500 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: 2,292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 7,331 shares; 2026Q1: 8,454 shares 8,454 $813K 0.1% +1,123 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,267 shares; 2025Q4: 7,519 shares; 2026Q1: 8,019 shares 8,019 $806K 0.1% +500 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: 91,914 shares; 2024Q4: 72,675 shares; 2025Q1: 66,245 shares; 2025Q2: 66,307 shares; 2025Q3: 46,067 shares; 2025Q4: 27,196 shares; 2026Q1: 23,899 shares 23,899 $801K 0.1% -3,297 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,082 shares; 2025Q2: 29,826 shares; 2025Q3: 19,613 shares; 2025Q4: 12,602 shares; 2026Q1: 10,629 shares 10,629 $778K 0.1% -1,973 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,942 shares 7,942 $776K 0.1% new 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: 35,161 shares; 2024Q4: 34,601 shares; 2025Q1: 31,595 shares; 2025Q2: 31,778 shares; 2025Q3: 22,230 shares; 2025Q4: 11,958 shares; 2026Q1: 12,534 shares 12,534 $775K 0.1% +576 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,882 shares; 2024Q4: 13,898 shares; 2025Q1: 11,315 shares; 2025Q2: 11,221 shares; 2025Q3: 8,109 shares; 2025Q4: 6,558 shares; 2026Q1: 8,385 shares 8,385 $772K 0.1% +1,827 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,880 shares; 2025Q1: 43,535 shares; 2025Q2: 39,601 shares; 2025Q3: 29,990 shares; 2025Q4: not reported; 2026Q1: 15,097 shares 15,097 $765K 0.1% new 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: 795 shares; 2024Q4: 1,376 shares; 2025Q1: 3,407 shares; 2025Q2: 2,645 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,824 shares 2,824 $764K 0.09% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,913 shares; 2024Q4: 53,081 shares; 2025Q1: 52,762 shares; 2025Q2: 54,472 shares; 2025Q3: 38,216 shares; 2025Q4: 28,344 shares; 2026Q1: 26,558 shares 26,558 $762K 0.09% -1,786 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,959 shares; 2024Q4: 31,082 shares; 2025Q1: 26,272 shares; 2025Q2: 26,478 shares; 2025Q3: 16,292 shares; 2025Q4: 8,991 shares; 2026Q1: 7,981 shares 7,981 $747K 0.09% -1,010 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,112 shares; 2025Q3: 3,968 shares; 2025Q4: 2,174 shares; 2026Q1: 2,055 shares 2,055 $746K 0.09% -119 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 8,250 shares 8,250 $744K 0.09% new 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: 9,487 shares; 2025Q1: 9,805 shares; 2025Q2: 10,256 shares; 2025Q3: 6,865 shares; 2025Q4: 4,353 shares; 2026Q1: 3,797 shares 3,797 $737K 0.09% -556 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,562 shares; 2024Q4: 11,592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares; 2026Q1: 3,761 shares 3,761 $737K 0.09% -347 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,330 shares; 2024Q4: not reported; 2025Q1: 69,593 shares; 2025Q2: not reported; 2025Q3: 35,856 shares; 2025Q4: 30,116 shares; 2026Q1: 28,836 shares 28,836 $735K 0.09% -1,280 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: 34,431 shares; 2024Q4: 25,108 shares; 2025Q1: 28,731 shares; 2025Q2: 26,787 shares; 2025Q3: 18,891 shares; 2025Q4: 9,589 shares; 2026Q1: 10,212 shares 10,212 $733K 0.09% +623 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,595 shares 3,595 $730K 0.09% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,933 shares; 2024Q4: 91,675 shares; 2025Q1: 83,536 shares; 2025Q2: 95,138 shares; 2025Q3: 73,232 shares; 2025Q4: 41,028 shares; 2026Q1: 44,438 shares 44,438 $730K 0.09% +3,410 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,030 shares; 2024Q4: 29,818 shares; 2025Q1: 27,316 shares; 2025Q2: 27,451 shares; 2025Q3: 20,373 shares; 2025Q4: 11,110 shares; 2026Q1: 10,466 shares 10,466 $725K 0.09% -644 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,727 shares; 2024Q4: 21,751 shares; 2025Q1: 25,029 shares; 2025Q2: 25,771 shares; 2025Q3: 17,542 shares; 2025Q4: 11,192 shares; 2026Q1: 13,489 shares 13,489 $722K 0.09% +2,297 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,078 shares; 2024Q4: 59,901 shares; 2025Q1: 53,955 shares; 2025Q2: 61,933 shares; 2025Q3: 41,323 shares; 2025Q4: 29,305 shares; 2026Q1: 32,044 shares 32,044 $721K 0.09% +2,739 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,900 shares; 2024Q4: 154,998 shares; 2025Q1: 179,123 shares; 2025Q2: 201,175 shares; 2025Q3: 125,643 shares; 2025Q4: 69,811 shares; 2026Q1: 53,164 shares 53,164 $718K 0.09% -16,647 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,579 shares; 2025Q4: 25,532 shares; 2026Q1: 26,075 shares 26,075 $712K 0.09% +543 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 11,959 shares; 2025Q1: 12,040 shares; 2025Q2: 9,990 shares; 2025Q3: 10,091 shares; 2025Q4: 12,047 shares; 2026Q1: 12,120 shares 12,120 $709K 0.09% +73 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 19,290 shares; 2025Q1: 20,630 shares; 2025Q2: 22,436 shares; 2025Q3: 16,760 shares; 2025Q4: 10,293 shares; 2026Q1: 9,403 shares 9,403 $708K 0.09% -890 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,779 shares; 2025Q4: 7,316 shares; 2026Q1: 6,503 shares 6,503 $695K 0.09% -813 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,048 shares; 2025Q1: 13,326 shares; 2025Q2: 14,012 shares; 2025Q3: 9,451 shares; 2025Q4: not reported; 2026Q1: 6,536 shares 6,536 $691K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,943 shares; 2025Q3: 15,817 shares; 2025Q4: 13,759 shares; 2026Q1: 14,615 shares 14,615 $678K 0.08% +856 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 21,451 shares; 2025Q1: 19,142 shares; 2025Q2: 27,114 shares; 2025Q3: 17,619 shares; 2025Q4: 10,354 shares; 2026Q1: 9,489 shares 9,489 $674K 0.08% -865 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: 3,122 shares; 2024Q4: 3,143 shares; 2025Q1: 12,924 shares; 2025Q2: 3,431 shares; 2025Q3: 3,354 shares; 2025Q4: 3,167 shares; 2026Q1: 1,965 shares 1,965 $672K 0.08% -1,202 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: 83,356 shares; 2024Q4: 68,745 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,247 shares; 2026Q1: 6,686 shares 6,686 $664K 0.08% +439 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,618 shares; 2025Q2: 24,881 shares; 2025Q3: 14,656 shares; 2025Q4: 10,945 shares; 2026Q1: 6,100 shares 6,100 $660K 0.08% -4,845 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,281 shares; 2024Q4: 172,312 shares; 2025Q1: 178,295 shares; 2025Q2: 173,436 shares; 2025Q3: 113,649 shares; 2025Q4: 56,225 shares; 2026Q1: 56,505 shares 56,505 $652K 0.08% +280 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,959 shares; 2024Q4: 34,839 shares; 2025Q1: 30,590 shares; 2025Q2: 34,548 shares; 2025Q3: 24,633 shares; 2025Q4: 18,648 shares; 2026Q1: 18,266 shares 18,266 $652K 0.08% -382 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,006 shares; 2024Q4: 17,722 shares; 2025Q1: 16,079 shares; 2025Q2: 17,171 shares; 2025Q3: 15,378 shares; 2025Q4: 14,144 shares; 2026Q1: 13,536 shares 13,536 $650K 0.08% -608 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,529 shares; 2024Q4: 69,488 shares; 2025Q1: 64,778 shares; 2025Q2: 72,348 shares; 2025Q3: 59,104 shares; 2025Q4: 41,470 shares; 2026Q1: 41,342 shares 41,342 $650K 0.08% -128 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,483 shares; 2025Q1: 142,095 shares; 2025Q2: 174,472 shares; 2025Q3: 97,660 shares; 2025Q4: 52,985 shares; 2026Q1: 46,082 shares 46,082 $649K 0.08% -6,903 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,820 shares; 2025Q3: 38,301 shares; 2025Q4: not reported; 2026Q1: 28,878 shares 28,878 $643K 0.08% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,386 shares; 2025Q2: not reported; 2025Q3: 26,213 shares; 2025Q4: not reported; 2026Q1: 17,165 shares 17,165 $639K 0.08% new Timeline SPAB 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: 67,133 shares; 2024Q4: 63,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,608 shares; 2025Q4: 18,324 shares; 2026Q1: 24,398 shares 24,398 $625K 0.08% +6,074 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,219 shares; 2025Q3: 10,344 shares; 2025Q4: 16,798 shares; 2026Q1: 6,613 shares 6,613 $613K 0.08% -10,185 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: 3,531 shares; 2024Q4: 3,641 shares; 2025Q1: 25,779 shares; 2025Q2: 26,503 shares; 2025Q3: 20,225 shares; 2025Q4: 10,863 shares; 2026Q1: 4,896 shares 4,896 $589K 0.07% -5,967 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: 9,277 shares; 2024Q4: 9,309 shares; 2025Q1: 10,565 shares; 2025Q2: 36,597 shares; 2025Q3: 41,553 shares; 2025Q4: 43,547 shares; 2026Q1: 8,431 shares 8,431 $588K 0.07% -35,116 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,389 shares; 2026Q1: 1,308 shares 1,308 $563K 0.07% -81 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 9,537 shares; 2025Q1: 4,911 shares; 2025Q2: 4,038 shares; 2025Q3: 10,002 shares; 2025Q4: 10,804 shares; 2026Q1: 10,859 shares 10,859 $547K 0.07% +55 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,471 shares; 2025Q4: 1,227 shares; 2026Q1: 1,232 shares 1,232 $538K 0.07% +5 Timeline BSV 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: 9,319 shares; 2024Q4: 9,021 shares; 2025Q1: 8,104 shares; 2025Q2: 8,723 shares; 2025Q3: 7,710 shares; 2025Q4: 6,925 shares; 2026Q1: 6,351 shares 6,351 $498K 0.06% -574 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 4,172 shares; 2025Q1: 4,127 shares; 2025Q2: 4,075 shares; 2025Q3: 3,829 shares; 2025Q4: 3,800 shares; 2026Q1: 3,600 shares 3,600 $498K 0.06% -200 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: 16,040 shares; 2024Q4: 16,670 shares; 2025Q1: 12,116 shares; 2025Q2: 12,042 shares; 2025Q3: 11,028 shares; 2025Q4: 12,582 shares; 2026Q1: 10,554 shares 10,554 $482K 0.06% -2,028 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 2,736 shares; 2025Q1: 2,629 shares; 2025Q2: 2,616 shares; 2025Q3: 2,594 shares; 2025Q4: 2,388 shares; 2026Q1: 2,282 shares 2,282 $470K 0.06% -106 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,373 shares 2,373 $468K 0.06% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,820 shares; 2026Q1: 3,888 shares 3,888 $461K 0.06% -1,932 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 4,686 shares; 2025Q3: 4,735 shares; 2025Q4: 4,801 shares; 2026Q1: 4,829 shares 4,829 $442K 0.05% +28 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,931 shares 8,931 $441K 0.05% new 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: 6,509 shares; 2024Q4: 6,399 shares; 2025Q1: 1,517 shares; 2025Q2: 1,499 shares; 2025Q3: 1,514 shares; 2025Q4: 4,459 shares; 2026Q1: 1,418 shares 1,418 $429K 0.05% -3,041 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: 1,924 shares; 2024Q4: 2,467 shares; 2025Q1: 3,857 shares; 2025Q2: 3,345 shares; 2025Q3: 1,541 shares; 2025Q4: 1,314 shares; 2026Q1: 1,294 shares 1,294 $426K 0.05% -20 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: 1,932 shares; 2025Q3: 1,941 shares; 2025Q4: 1,956 shares; 2026Q1: 1,964 shares 1,964 $422K 0.05% +8 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,224 shares 8,224 $411K 0.05% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,236 shares; 2025Q1: 2,222 shares; 2025Q2: 2,219 shares; 2025Q3: 2,539 shares; 2025Q4: 2,532 shares; 2026Q1: 2,755 shares 2,755 $408K 0.05% +223 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: 20,595 shares; 2024Q4: 22,004 shares; 2025Q1: 23,105 shares; 2025Q2: 16,070 shares; 2025Q3: 18,077 shares; 2025Q4: 3,359 shares; 2026Q1: 3,533 shares 3,533 $393K 0.05% +174 Timeline DGP DEUTSCHE BK AG LONDON BRH More: the full row for DEUTSCHE BK AG LONDON BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $366K 0.05% 0 Timeline SCHB 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: 12,843 shares; 2025Q2: 12,881 shares; 2025Q3: 12,919 shares; 2025Q4: 13,969 shares; 2026Q1: 14,008 shares 14,008 $352K 0.04% +39 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 857 shares 857 $329K 0.04% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,004 shares 2,004 $324K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 926 shares; 2025Q3: 812 shares; 2025Q4: 1,153 shares; 2026Q1: 1,127 shares 1,127 $320K 0.04% -26 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 859 shares; 2025Q4: 855 shares; 2026Q1: 858 shares 858 $307K 0.04% +3 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,824 shares; 2024Q4: 14,980 shares; 2025Q1: 15,059 shares; 2025Q2: 15,189 shares; 2025Q3: 15,317 shares; 2025Q4: 14,892 shares; 2026Q1: 14,968 shares 14,968 $307K 0.04% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,236 shares; 2025Q3: 2,240 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares 2,243 $294K 0.04% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,445 shares; 2025Q1: 355,862 shares; 2025Q2: 252,563 shares; 2025Q3: 193,639 shares; 2025Q4: 16,371 shares; 2026Q1: 16,575 shares 16,575 $282K 0.04% +204 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: 3,639 shares; 2024Q4: 3,127 shares; 2025Q1: 3,063 shares; 2025Q2: 2,999 shares; 2025Q3: 3,151 shares; 2025Q4: 2,793 shares; 2026Q1: 2,389 shares 2,389 $260K 0.03% -404 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: 8,263 shares; 2024Q4: 8,012 shares; 2025Q1: 7,206 shares; 2025Q2: 7,737 shares; 2025Q3: 6,680 shares; 2025Q4: 5,985 shares; 2026Q1: 5,495 shares 5,495 $258K 0.03% -490 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 2,782 shares; 2025Q4: 2,771 shares; 2026Q1: 2,693 shares 2,693 $254K 0.03% -78 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: 14,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,466 shares; 2025Q4: 1,244 shares; 2026Q1: 1,274 shares 1,274 $246K 0.03% +30 Timeline BIV 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: 4,912 shares; 2024Q4: 4,758 shares; 2025Q1: 4,179 shares; 2025Q2: 4,565 shares; 2025Q3: 3,862 shares; 2025Q4: 3,455 shares; 2026Q1: 3,171 shares 3,171 $245K 0.03% -284 Timeline BLV 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: 5,038 shares; 2024Q4: 4,895 shares; 2025Q1: 4,428 shares; 2025Q2: 4,719 shares; 2025Q3: 4,195 shares; 2025Q4: 3,762 shares; 2026Q1: 3,463 shares 3,463 $238K 0.03% -299 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 3,821 shares 3,821 $226K 0.03% +394 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: 3,065 shares; 2024Q4: 4,626 shares; 2025Q1: 9,541 shares; 2025Q2: 7,381 shares; 2025Q3: 6,801 shares; 2025Q4: 6,323 shares; 2026Q1: 1,529 shares 1,529 $221K 0.03% -4,794 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: 2,092 shares; 2024Q4: 8,120 shares; 2025Q1: 8,125 shares; 2025Q2: 8,130 shares; 2025Q3: 8,134 shares; 2025Q4: 7,583 shares; 2026Q1: 7,588 shares 7,588 $221K 0.03% +5 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,701 shares; 2024Q4: 32,938 shares; 2025Q1: 33,184 shares; 2025Q2: 33,464 shares; 2025Q3: not reported; 2025Q4: 20,189 shares; 2026Q1: 20,853 shares 20,853 $209K 0.03% +664 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,297 shares 2,297 $204K 0.03% new Timeline