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: 140,605 shares; 2024Q4: 143,300 shares; 2025Q1: 149,240 shares; 2025Q2: 158,138 shares; 2025Q3: 202,970 shares; 2025Q4: 208,786 shares; 2026Q1: 242,082 shares 242,082 $158M 8.31% +33,296 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150,249 shares; 2024Q4: 1,171,600 shares; 2025Q1: 1,279,757 shares; 2025Q2: 1,291,697 shares; 2025Q3: 1,420,403 shares; 2025Q4: 1,432,023 shares; 2026Q1: 1,719,248 shares 1,719,248 $87.6M 4.6% +287,225 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121,077 shares; 2024Q4: 1,051,899 shares; 2025Q1: 1,232,247 shares; 2025Q2: 1,233,046 shares; 2025Q3: 1,372,596 shares; 2025Q4: 1,373,218 shares; 2026Q1: 1,666,710 shares 1,666,710 $83.9M 4.41% +293,492 Timeline SCHR 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: 868,687 shares; 2024Q4: 2,016,938 shares; 2025Q1: 2,181,127 shares; 2025Q2: 2,342,662 shares; 2025Q3: 2,648,929 shares; 2025Q4: 2,867,615 shares; 2026Q1: 3,001,765 shares 3,001,765 $74.8M 3.93% +134,150 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882,469 shares; 2024Q4: 890,000 shares; 2025Q1: 932,231 shares; 2025Q2: 985,505 shares; 2025Q3: 1,015,720 shares; 2025Q4: 1,045,286 shares; 2026Q1: 1,160,218 shares 1,160,218 $67.2M 3.53% +114,932 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,196 shares; 2024Q4: 566,178 shares; 2025Q1: 593,729 shares; 2025Q2: 623,094 shares; 2025Q3: 822,802 shares; 2025Q4: 863,328 shares; 2026Q1: 769,710 shares 769,710 $61M 3.2% -93,618 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,561 shares; 2024Q4: 665,466 shares; 2025Q1: 689,009 shares; 2025Q2: 696,158 shares; 2025Q3: 742,372 shares; 2025Q4: 771,777 shares; 2026Q1: 775,959 shares 775,959 $52.4M 2.75% +4,182 Timeline GARP 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: 784,592 shares 784,592 $50.2M 2.64% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,996 shares; 2024Q4: 1,213,558 shares; 2025Q1: 1,260,697 shares; 2025Q2: 1,321,791 shares; 2025Q3: 1,342,981 shares; 2025Q4: 1,367,927 shares; 2026Q1: 1,465,255 shares 1,465,255 $40.8M 2.14% +97,328 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,751 shares; 2024Q4: 265,816 shares; 2025Q1: 349,502 shares; 2025Q2: 363,436 shares; 2025Q3: 404,763 shares; 2025Q4: 452,772 shares; 2026Q1: 406,336 shares 406,336 $36.8M 1.93% -46,436 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,091 shares; 2024Q4: 446,757 shares; 2025Q1: 514,112 shares; 2025Q2: 549,677 shares; 2025Q3: 657,870 shares; 2025Q4: 699,992 shares; 2026Q1: 702,048 shares 702,048 $35M 1.84% +2,056 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,031 shares; 2024Q4: 523,248 shares; 2025Q1: 669,986 shares; 2025Q2: 684,534 shares; 2025Q3: 691,264 shares; 2025Q4: 746,700 shares; 2026Q1: 640,326 shares 640,326 $31.3M 1.65% -106,374 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: 251,311 shares; 2024Q4: 252,834 shares; 2025Q1: 260,256 shares; 2025Q2: 269,307 shares; 2025Q3: 123,908 shares; 2025Q4: 125,624 shares; 2026Q1: 133,941 shares 133,941 $28.8M 1.51% +8,317 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703,452 shares; 2024Q4: 708,752 shares; 2025Q1: 550,330 shares; 2025Q2: 418,153 shares; 2025Q3: 454,080 shares; 2025Q4: 506,100 shares; 2026Q1: 281,061 shares 281,061 $28.3M 1.49% -225,039 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,813 shares; 2024Q4: 241,763 shares; 2025Q1: 248,235 shares; 2025Q2: 250,176 shares; 2025Q3: 268,843 shares; 2025Q4: 274,785 shares; 2026Q1: 227,285 shares 227,285 $28.3M 1.48% -47,500 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: 81,233 shares; 2024Q4: 79,967 shares; 2025Q1: 82,118 shares; 2025Q2: 92,256 shares; 2025Q3: 95,292 shares; 2025Q4: 99,610 shares; 2026Q1: 109,584 shares 109,584 $27.8M 1.46% +9,974 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: 45,223 shares; 2024Q4: 45,153 shares; 2025Q1: 44,780 shares; 2025Q2: 43,623 shares; 2025Q3: 42,306 shares; 2025Q4: 42,223 shares; 2026Q1: 42,423 shares 42,423 $27.7M 1.45% +200 Timeline FNDA 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: 426,880 shares; 2024Q4: 860,541 shares; 2025Q1: 879,404 shares; 2025Q2: 890,652 shares; 2025Q3: 902,537 shares; 2025Q4: 920,862 shares; 2026Q1: 771,733 shares 771,733 $25M 1.31% -149,129 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542,367 shares 542,367 $25M 1.31% new Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,154 shares; 2024Q4: 567,512 shares; 2025Q1: 638,745 shares; 2025Q2: 656,542 shares; 2025Q3: 713,960 shares; 2025Q4: 748,980 shares; 2026Q1: 926,883 shares 926,883 $24.3M 1.28% +177,903 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: 68,206 shares; 2024Q4: 68,940 shares; 2025Q1: 87,341 shares; 2025Q2: 108,838 shares; 2025Q3: 109,423 shares; 2025Q4: 109,783 shares; 2026Q1: 139,101 shares 139,101 $24.3M 1.27% +29,318 Timeline VIGI 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: 162,857 shares; 2024Q4: 166,909 shares; 2025Q1: 235,169 shares; 2025Q2: 242,781 shares; 2025Q3: 254,908 shares; 2025Q4: 299,590 shares; 2026Q1: 270,407 shares 270,407 $23.9M 1.26% -29,183 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: 114,866 shares; 2024Q4: 126,265 shares; 2025Q1: 136,376 shares; 2025Q2: 144,086 shares; 2025Q3: 176,776 shares; 2025Q4: 191,279 shares; 2026Q1: 207,469 shares 207,469 $22M 1.16% +16,190 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: 233,324 shares; 2024Q4: 236,607 shares; 2025Q1: 303,179 shares; 2025Q2: 313,733 shares; 2025Q3: 333,005 shares; 2025Q4: 360,082 shares; 2026Q1: 314,864 shares 314,864 $22M 1.15% -45,218 Timeline RWK 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: 151,729 shares; 2024Q4: 154,708 shares; 2025Q1: 162,537 shares; 2025Q2: 161,746 shares; 2025Q3: 159,095 shares; 2025Q4: 164,309 shares; 2026Q1: 170,930 shares 170,930 $21.9M 1.15% +6,621 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,950 shares; 2024Q4: 446,959 shares; 2025Q1: 560,423 shares; 2025Q2: 571,159 shares; 2025Q3: 575,744 shares; 2025Q4: 639,617 shares; 2026Q1: 556,985 shares 556,985 $21.3M 1.12% -82,632 Timeline JSMD 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: 219,323 shares; 2024Q4: 226,394 shares; 2025Q1: 235,882 shares; 2025Q2: 234,772 shares; 2025Q3: 234,657 shares; 2025Q4: 241,490 shares; 2026Q1: 253,148 shares 253,148 $20.1M 1.06% +11,658 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: 37,180 shares; 2024Q4: 37,574 shares; 2025Q1: 38,154 shares; 2025Q2: 45,803 shares; 2025Q3: 45,488 shares; 2025Q4: 46,248 shares; 2026Q1: 47,631 shares 47,631 $17.6M 0.93% +1,383 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,256 shares; 2024Q4: 245,960 shares; 2025Q1: 252,904 shares; 2025Q2: 255,613 shares; 2025Q3: 253,207 shares; 2025Q4: 252,938 shares; 2026Q1: 184,360 shares 184,360 $16.3M 0.85% -68,578 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: 28,001 shares; 2024Q4: 30,226 shares; 2025Q1: 31,629 shares; 2025Q2: 38,880 shares; 2025Q3: 39,424 shares; 2025Q4: 42,185 shares; 2026Q1: 48,066 shares 48,066 $13.8M 0.73% +5,881 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,775 shares; 2024Q4: 209,840 shares; 2025Q1: 224,913 shares; 2025Q2: 188,909 shares; 2025Q3: 198,386 shares; 2025Q4: 460,712 shares; 2026Q1: 272,925 shares 272,925 $13.8M 0.73% -187,787 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,510 shares; 2024Q4: 47,467 shares; 2025Q1: 47,140 shares; 2025Q2: 48,659 shares; 2025Q3: 47,721 shares; 2025Q4: 47,152 shares; 2026Q1: 48,063 shares 48,063 $13.8M 0.72% +911 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: 43,459 shares; 2024Q4: 44,799 shares; 2025Q1: 47,168 shares; 2025Q2: 54,346 shares; 2025Q3: 54,720 shares; 2025Q4: 60,098 shares; 2026Q1: 66,062 shares 66,062 $13.8M 0.72% +5,964 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,179 shares; 2024Q4: 188,028 shares; 2025Q1: 236,140 shares; 2025Q2: 216,429 shares; 2025Q3: 239,065 shares; 2025Q4: 286,265 shares; 2026Q1: 270,450 shares 270,450 $13M 0.68% -15,815 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,269 shares; 2024Q4: 21,929 shares; 2025Q1: 21,652 shares; 2025Q2: 22,844 shares; 2025Q3: 22,433 shares; 2025Q4: 22,145 shares; 2026Q1: 21,596 shares 21,596 $12.9M 0.68% -549 Timeline ICSH 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: 200,150 shares; 2024Q4: 207,541 shares; 2025Q1: 219,783 shares; 2025Q2: 184,542 shares; 2025Q3: 196,363 shares; 2025Q4: 455,775 shares; 2026Q1: 253,626 shares 253,626 $12.8M 0.67% -202,149 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509,341 shares 509,341 $12.2M 0.64% new 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: 21,510 shares; 2024Q4: 21,545 shares; 2025Q1: 22,241 shares; 2025Q2: 22,926 shares; 2025Q3: 23,158 shares; 2025Q4: 23,607 shares; 2026Q1: 24,649 shares 24,649 $11.8M 0.62% +1,042 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,601 shares; 2024Q4: 289,467 shares; 2025Q1: 306,085 shares; 2025Q2: 326,435 shares; 2025Q3: 333,925 shares; 2025Q4: 348,238 shares; 2026Q1: 295,376 shares 295,376 $11.1M 0.58% -52,862 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: 31,229 shares; 2024Q4: 31,043 shares; 2025Q1: 30,647 shares; 2025Q2: 35,809 shares; 2025Q3: 34,850 shares; 2025Q4: 33,821 shares; 2026Q1: 35,454 shares 35,454 $11M 0.58% +1,633 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: 32,594 shares; 2024Q4: 32,742 shares; 2025Q1: 32,586 shares; 2025Q2: 35,304 shares; 2025Q3: 35,181 shares; 2025Q4: 35,033 shares; 2026Q1: 35,957 shares 35,957 $10.6M 0.56% +924 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: 49,165 shares; 2024Q4: 48,343 shares; 2025Q1: 51,869 shares; 2025Q2: 54,238 shares; 2025Q3: 55,632 shares; 2025Q4: 59,707 shares; 2026Q1: 61,359 shares 61,359 $10.4M 0.55% +1,652 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 324,751 shares 324,751 $10.1M 0.53% 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: 33,203 shares; 2024Q4: 34,230 shares; 2025Q1: 35,832 shares; 2025Q2: 37,471 shares; 2025Q3: 39,359 shares; 2025Q4: 40,625 shares; 2026Q1: 42,469 shares 42,469 $8.79M 0.46% +1,844 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 10,341 shares; 2025Q1: 10,936 shares; 2025Q2: 12,878 shares; 2025Q3: 13,136 shares; 2025Q4: 12,676 shares; 2026Q1: 15,121 shares 15,121 $8.65M 0.45% +2,445 Timeline RWL 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: 74,020 shares; 2024Q4: 74,020 shares; 2025Q1: 74,020 shares; 2025Q2: 73,775 shares; 2025Q3: 71,901 shares; 2025Q4: 71,003 shares; 2026Q1: 72,877 shares 72,877 $8.37M 0.44% +1,874 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,684 shares; 2024Q4: 17,694 shares; 2025Q1: 17,206 shares; 2025Q2: 16,843 shares; 2025Q3: 27,424 shares; 2025Q4: 25,678 shares; 2026Q1: 25,615 shares 25,615 $8.22M 0.43% -63 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,689 shares; 2024Q4: 186,221 shares; 2025Q1: 186,221 shares; 2025Q2: 176,864 shares; 2025Q3: 166,454 shares; 2025Q4: 166,132 shares; 2026Q1: 170,207 shares 170,207 $8.09M 0.42% +4,075 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,084 shares; 2024Q4: 64,084 shares; 2025Q1: 63,960 shares; 2025Q2: 63,960 shares; 2025Q3: 59,999 shares; 2025Q4: 59,999 shares; 2026Q1: 61,405 shares 61,405 $8.06M 0.42% +1,406 Timeline IDEV 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: 88,391 shares; 2024Q4: 91,505 shares; 2025Q1: 103,141 shares; 2025Q2: 102,959 shares; 2025Q3: 101,087 shares; 2025Q4: 101,071 shares; 2026Q1: 92,806 shares 92,806 $7.76M 0.41% -8,265 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,639 shares; 2024Q4: 8,601 shares; 2025Q1: 8,913 shares; 2025Q2: 8,924 shares; 2025Q3: 9,038 shares; 2025Q4: 8,932 shares; 2026Q1: 8,902 shares 8,902 $7.71M 0.4% -30 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: 19,730 shares; 2024Q4: 20,009 shares; 2025Q1: 20,329 shares; 2025Q2: 22,045 shares; 2025Q3: 21,464 shares; 2025Q4: 20,277 shares; 2026Q1: 23,956 shares 23,956 $7.24M 0.38% +3,679 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,124 shares; 2024Q4: 19,128 shares; 2025Q1: 19,754 shares; 2025Q2: 20,217 shares; 2025Q3: 20,419 shares; 2025Q4: 21,059 shares; 2026Q1: 21,378 shares 21,378 $6.8M 0.36% +319 Timeline SCHO 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: 294,818 shares; 2024Q4: 591,854 shares; 2025Q1: 623,211 shares; 2025Q2: 590,469 shares; 2025Q3: 594,156 shares; 2025Q4: 671,112 shares; 2026Q1: 264,865 shares 264,865 $6.43M 0.34% -406,247 Timeline SPMD 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: 87,894 shares; 2024Q4: 84,204 shares; 2025Q1: 87,490 shares; 2025Q2: 109,559 shares; 2025Q3: 107,244 shares; 2025Q4: 107,417 shares; 2026Q1: 106,696 shares 106,696 $6.32M 0.33% -721 Timeline IBDR 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: 121,804 shares; 2024Q4: 177,297 shares; 2025Q1: 179,374 shares; 2025Q2: 186,814 shares; 2025Q3: 247,176 shares; 2025Q4: 258,186 shares; 2026Q1: 257,107 shares 257,107 $6.23M 0.33% -1,079 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,628 shares; 2024Q4: 63,230 shares; 2025Q1: 65,900 shares; 2025Q2: 71,896 shares; 2025Q3: 73,396 shares; 2025Q4: 75,591 shares; 2026Q1: 78,496 shares 78,496 $6.09M 0.32% +2,905 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 9,719 shares; 2025Q2: 9,452 shares; 2025Q3: 9,183 shares; 2025Q4: 9,198 shares; 2026Q1: 9,339 shares 9,339 $5.77M 0.3% +141 Timeline IBDS 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: 111,996 shares; 2024Q4: 171,848 shares; 2025Q1: 178,103 shares; 2025Q2: 185,555 shares; 2025Q3: 221,111 shares; 2025Q4: 227,156 shares; 2026Q1: 233,352 shares 233,352 $5.66M 0.3% +6,196 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: 4,927 shares; 2024Q4: 4,996 shares; 2025Q1: 5,283 shares; 2025Q2: 5,844 shares; 2025Q3: 5,552 shares; 2025Q4: 5,713 shares; 2026Q1: 6,123 shares 6,123 $5.63M 0.3% +410 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: 5,486 shares; 2024Q4: 5,509 shares; 2025Q1: 5,358 shares; 2025Q2: 5,499 shares; 2025Q3: 5,079 shares; 2025Q4: 5,015 shares; 2026Q1: 5,631 shares 5,631 $5.61M 0.29% +616 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,222 shares; 2024Q4: 11,993 shares; 2025Q1: 12,851 shares; 2025Q2: 13,164 shares; 2025Q3: 13,493 shares; 2025Q4: 14,845 shares; 2026Q1: 15,261 shares 15,261 $5.37M 0.28% +416 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: 20,273 shares; 2024Q4: 20,391 shares; 2025Q1: 20,578 shares; 2025Q2: 21,746 shares; 2025Q3: 21,317 shares; 2025Q4: 21,412 shares; 2026Q1: 21,596 shares 21,596 $5.27M 0.28% +184 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,487 shares; 2024Q4: 25,106 shares; 2025Q1: 25,208 shares; 2025Q2: 25,699 shares; 2025Q3: 23,942 shares; 2025Q4: 25,123 shares; 2026Q1: 26,404 shares 26,404 $5.23M 0.27% +1,281 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,331 shares; 2024Q4: 247,752 shares; 2025Q1: 237,980 shares; 2025Q2: 237,666 shares; 2025Q3: 234,607 shares; 2025Q4: 223,906 shares; 2026Q1: 208,810 shares 208,810 $5.07M 0.27% -15,096 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: 17,104 shares; 2024Q4: 16,965 shares; 2025Q1: 16,805 shares; 2025Q2: 17,424 shares; 2025Q3: 16,735 shares; 2025Q4: 16,522 shares; 2026Q1: 16,643 shares 16,643 $5.03M 0.26% +121 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: 25,931 shares; 2024Q4: 26,287 shares; 2025Q1: 28,653 shares; 2025Q2: 29,961 shares; 2025Q3: 31,647 shares; 2025Q4: 32,912 shares; 2026Q1: 19,429 shares 19,429 $4.75M 0.25% -13,483 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,319 shares; 2025Q1: 1,333 shares; 2025Q2: 1,313 shares; 2025Q3: 1,352 shares; 2025Q4: 1,361 shares; 2026Q1: 1,370 shares 1,370 $4.63M 0.24% +9 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,711 shares; 2024Q4: 115,009 shares; 2025Q1: 118,774 shares; 2025Q2: 116,092 shares; 2025Q3: 107,020 shares; 2025Q4: 100,521 shares; 2026Q1: 87,861 shares 87,861 $4.62M 0.24% -12,660 Timeline SPSM 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: 97,393 shares; 2024Q4: 102,755 shares; 2025Q1: 106,511 shares; 2025Q2: 125,803 shares; 2025Q3: 124,867 shares; 2025Q4: 121,692 shares; 2026Q1: 95,194 shares 95,194 $4.6M 0.24% -26,498 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: 5,587 shares; 2024Q4: 5,951 shares; 2025Q1: 6,329 shares; 2025Q2: 6,893 shares; 2025Q3: 6,597 shares; 2025Q4: 8,293 shares; 2026Q1: 9,145 shares 9,145 $4.57M 0.24% +852 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: 51,037 shares; 2024Q4: 50,753 shares; 2025Q1: 51,241 shares; 2025Q2: 51,476 shares; 2025Q3: 49,885 shares; 2025Q4: 49,224 shares; 2026Q1: 48,327 shares 48,327 $4.4M 0.23% -897 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,589 shares; 2025Q1: 11,983 shares; 2025Q2: 12,525 shares; 2025Q3: 12,828 shares; 2025Q4: 13,260 shares; 2026Q1: 14,014 shares 14,014 $4.36M 0.23% +754 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,945 shares; 2024Q4: 27,817 shares; 2025Q1: 28,665 shares; 2025Q2: 30,947 shares; 2025Q3: 32,172 shares; 2025Q4: 33,373 shares; 2026Q1: 33,193 shares 33,193 $4.27M 0.22% -180 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,041 shares; 2024Q4: 17,482 shares; 2025Q1: 18,909 shares; 2025Q2: 21,078 shares; 2025Q3: 24,400 shares; 2025Q4: 27,900 shares; 2026Q1: 30,046 shares 30,046 $4.19M 0.22% +2,146 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: 51,992 shares; 2024Q4: 52,339 shares; 2025Q1: 55,028 shares; 2025Q2: 55,338 shares; 2025Q3: 54,574 shares; 2025Q4: 55,239 shares; 2026Q1: 55,775 shares 55,775 $4.04M 0.21% +536 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: 5,561 shares; 2024Q4: 5,881 shares; 2025Q1: 5,732 shares; 2025Q2: 8,554 shares; 2025Q3: 8,577 shares; 2025Q4: 9,102 shares; 2026Q1: 10,776 shares 10,776 $4.01M 0.21% +1,674 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,851 shares; 2024Q4: 193,508 shares; 2025Q1: 201,751 shares; 2025Q2: 202,362 shares; 2025Q3: 209,919 shares; 2025Q4: 412,584 shares; 2026Q1: 65,244 shares 65,244 $4M 0.21% -347,340 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: 23,461 shares; 2024Q4: 23,937 shares; 2025Q1: 25,652 shares; 2025Q2: 27,568 shares; 2025Q3: 24,247 shares; 2025Q4: 25,178 shares; 2026Q1: 27,267 shares 27,267 $3.94M 0.21% +2,089 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,149 shares; 2024Q4: 83,436 shares; 2025Q1: 88,578 shares; 2025Q2: 78,922 shares; 2025Q3: 78,979 shares; 2025Q4: 80,363 shares; 2026Q1: 78,223 shares 78,223 $3.91M 0.21% -2,140 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: 20,846 shares; 2024Q4: 21,213 shares; 2025Q1: 21,898 shares; 2025Q2: 23,158 shares; 2025Q3: 24,310 shares; 2025Q4: 25,511 shares; 2026Q1: 27,015 shares 27,015 $3.91M 0.21% +1,504 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: 9,352 shares; 2024Q4: 8,955 shares; 2025Q1: 10,066 shares; 2025Q2: 11,462 shares; 2025Q3: 12,503 shares; 2025Q4: 13,562 shares; 2026Q1: 31,176 shares 31,176 $3.77M 0.2% +17,614 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,482 shares; 2024Q4: 15,970 shares; 2025Q1: 16,678 shares; 2025Q2: 17,371 shares; 2025Q3: 18,024 shares; 2025Q4: 18,463 shares; 2026Q1: 18,505 shares 18,505 $3.77M 0.2% +42 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,816 shares; 2024Q4: 21,087 shares; 2025Q1: 21,457 shares; 2025Q2: 20,598 shares; 2025Q3: 23,006 shares; 2025Q4: 23,505 shares; 2026Q1: 24,202 shares 24,202 $3.76M 0.2% +697 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 14,387 shares; 2025Q1: 14,537 shares; 2025Q2: 15,546 shares; 2025Q3: 15,596 shares; 2025Q4: 15,355 shares; 2026Q1: 16,835 shares 16,835 $3.66M 0.19% +1,480 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,030 shares; 2024Q4: 16,965 shares; 2025Q1: 17,238 shares; 2025Q2: 17,632 shares; 2025Q3: 16,999 shares; 2025Q4: 17,227 shares; 2026Q1: 17,575 shares 17,575 $3.66M 0.19% +348 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 11,974 shares; 2025Q1: 12,142 shares; 2025Q2: 12,842 shares; 2025Q3: 13,643 shares; 2025Q4: 14,313 shares; 2026Q1: 14,768 shares 14,768 $3.49M 0.18% +455 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,276 shares; 2024Q4: 90,423 shares; 2025Q1: 91,625 shares; 2025Q2: 82,591 shares; 2025Q3: 71,709 shares; 2025Q4: 67,324 shares; 2026Q1: 57,484 shares 57,484 $3.42M 0.18% -9,840 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 9,196 shares; 2025Q1: 9,227 shares; 2025Q2: 9,603 shares; 2025Q3: 9,770 shares; 2025Q4: 9,911 shares; 2026Q1: 10,372 shares 10,372 $3.42M 0.18% +461 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: 31,891 shares; 2024Q4: 32,471 shares; 2025Q1: 32,478 shares; 2025Q2: 35,219 shares; 2025Q3: 33,829 shares; 2025Q4: 34,458 shares; 2026Q1: 35,691 shares 35,691 $3.35M 0.18% +1,233 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: 13,597 shares; 2024Q4: 13,592 shares; 2025Q1: 13,958 shares; 2025Q2: 14,251 shares; 2025Q3: 14,090 shares; 2025Q4: 14,696 shares; 2026Q1: 16,306 shares 16,306 $3.34M 0.18% +1,610 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 21,189 shares; 2025Q1: 22,362 shares; 2025Q2: 22,639 shares; 2025Q3: 22,796 shares; 2025Q4: 23,001 shares; 2026Q1: 23,361 shares 23,361 $3.28M 0.17% +360 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: 187 shares; 2024Q4: 191 shares; 2025Q1: 206 shares; 2025Q2: 232 shares; 2025Q3: 557 shares; 2025Q4: 625 shares; 2026Q1: 764 shares 764 $3.22M 0.17% +139 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: 49,900 shares; 2024Q4: 49,556 shares; 2025Q1: 51,231 shares; 2025Q2: 51,152 shares; 2025Q3: 47,553 shares; 2025Q4: 49,003 shares; 2026Q1: 51,916 shares 51,916 $3.15M 0.17% +2,913 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,963 shares; 2024Q4: 60,505 shares; 2025Q1: 63,439 shares; 2025Q2: 69,559 shares; 2025Q3: 69,361 shares; 2025Q4: 74,489 shares; 2026Q1: 76,701 shares 76,701 $3.15M 0.17% +2,212 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,738 shares; 2024Q4: 15,626 shares; 2025Q1: 15,776 shares; 2025Q2: 16,705 shares; 2025Q3: 17,130 shares; 2025Q4: 17,674 shares; 2026Q1: 19,480 shares 19,480 $3.12M 0.16% +1,806 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,545 shares; 2024Q4: 145,666 shares; 2025Q1: 160,590 shares; 2025Q2: 163,711 shares; 2025Q3: 178,656 shares; 2025Q4: 183,602 shares; 2026Q1: 52,313 shares 52,313 $2.97M 0.16% -131,289 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,470 shares; 2024Q4: 29,300 shares; 2025Q1: 31,135 shares; 2025Q2: 33,228 shares; 2025Q3: 31,875 shares; 2025Q4: 32,573 shares; 2026Q1: 33,810 shares 33,810 $2.95M 0.16% +1,237 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 12,677 shares; 2025Q1: 12,726 shares; 2025Q2: 13,433 shares; 2025Q3: 12,327 shares; 2025Q4: 14,170 shares; 2026Q1: 14,882 shares 14,882 $2.95M 0.15% +712 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: 2,076 shares; 2024Q4: 2,135 shares; 2025Q1: 2,194 shares; 2025Q2: 2,622 shares; 2025Q3: 2,612 shares; 2025Q4: 21,936 shares; 2026Q1: 30,169 shares 30,169 $2.9M 0.15% +8,233 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: 11,824 shares; 2024Q4: 12,489 shares; 2025Q1: 12,943 shares; 2025Q2: 17,225 shares; 2025Q3: 18,480 shares; 2025Q4: 19,056 shares; 2026Q1: 22,797 shares 22,797 $2.84M 0.15% +3,741 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,159 shares; 2024Q4: 416,091 shares; 2025Q1: 454,446 shares; 2025Q2: 498,091 shares; 2025Q3: 150,398 shares; 2025Q4: 109,761 shares; 2026Q1: 104,527 shares 104,527 $2.78M 0.15% -5,234 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,384 shares; 2024Q4: 26,006 shares; 2025Q1: 26,119 shares; 2025Q2: 28,194 shares; 2025Q3: 28,345 shares; 2025Q4: 27,425 shares; 2026Q1: 28,394 shares 28,394 $2.74M 0.14% +969 Timeline IBDT 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: 30,734 shares; 2024Q4: 44,137 shares; 2025Q1: 45,145 shares; 2025Q2: 52,283 shares; 2025Q3: 94,040 shares; 2025Q4: 100,868 shares; 2026Q1: 106,798 shares 106,798 $2.71M 0.14% +5,930 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,571 shares; 2025Q1: 5,645 shares; 2025Q2: 6,217 shares; 2025Q3: 6,304 shares; 2025Q4: 6,734 shares; 2026Q1: 6,353 shares 6,353 $2.7M 0.14% -381 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,848 shares; 2024Q4: 20,237 shares; 2025Q1: 20,126 shares; 2025Q2: 22,377 shares; 2025Q3: 21,743 shares; 2025Q4: 20,691 shares; 2026Q1: 20,532 shares 20,532 $2.6M 0.14% -159 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,023 shares; 2024Q4: 26,023 shares; 2025Q1: 26,023 shares; 2025Q2: 26,391 shares; 2025Q3: 26,391 shares; 2025Q4: 26,391 shares; 2026Q1: 26,391 shares 26,391 $2.57M 0.13% 0 Timeline FNDB 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: 27,398 shares; 2024Q4: 84,145 shares; 2025Q1: 88,490 shares; 2025Q2: 98,247 shares; 2025Q3: 97,607 shares; 2025Q4: 95,185 shares; 2026Q1: 93,719 shares 93,719 $2.55M 0.13% -1,466 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: 2,587 shares; 2024Q4: 2,630 shares; 2025Q1: 2,995 shares; 2025Q2: 2,628 shares; 2025Q3: 3,565 shares; 2025Q4: 3,578 shares; 2026Q1: 9,392 shares 9,392 $2.54M 0.13% +5,814 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: 9,023 shares; 2024Q4: 9,066 shares; 2025Q1: 9,499 shares; 2025Q2: 10,908 shares; 2025Q3: 11,235 shares; 2025Q4: 11,385 shares; 2026Q1: 12,766 shares 12,766 $2.46M 0.13% +1,381 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 7,959 shares; 2025Q1: 8,528 shares; 2025Q2: 9,498 shares; 2025Q3: 10,538 shares; 2025Q4: 11,568 shares; 2026Q1: 13,179 shares 13,179 $2.46M 0.13% +1,611 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,922 shares; 2025Q1: 4,456 shares; 2025Q2: 8,030 shares; 2025Q3: 9,017 shares; 2025Q4: 9,642 shares; 2026Q1: 10,113 shares 10,113 $2.46M 0.13% +471 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,951 shares; 2024Q4: 54,063 shares; 2025Q1: 58,103 shares; 2025Q2: 57,616 shares; 2025Q3: 55,706 shares; 2025Q4: 55,946 shares; 2026Q1: 50,462 shares 50,462 $2.37M 0.12% -5,484 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: 4,001 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $2.31M 0.12% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,506 shares; 2024Q4: 43,433 shares; 2025Q1: 43,478 shares; 2025Q2: 43,528 shares; 2025Q3: 41,426 shares; 2025Q4: 41,426 shares; 2026Q1: 43,528 shares 43,528 $2.29M 0.12% +2,102 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,488 shares; 2024Q4: 53,657 shares; 2025Q1: 52,884 shares; 2025Q2: 54,566 shares; 2025Q3: 66,831 shares; 2025Q4: 66,914 shares; 2026Q1: 43,305 shares 43,305 $2.27M 0.12% -23,609 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: 19,659 shares; 2024Q4: 19,178 shares; 2025Q1: 16,649 shares; 2025Q2: 63,198 shares; 2025Q3: 63,844 shares; 2025Q4: 73,671 shares; 2026Q1: 78,598 shares 78,598 $2.26M 0.12% +4,927 Timeline IBDU 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: 18,972 shares; 2025Q1: 20,077 shares; 2025Q2: 35,912 shares; 2025Q3: 74,971 shares; 2025Q4: 84,510 shares; 2026Q1: 95,276 shares 95,276 $2.22M 0.12% +10,766 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,298 shares; 2024Q4: 30,635 shares; 2025Q1: 30,980 shares; 2025Q2: 43,029 shares; 2025Q3: 44,553 shares; 2025Q4: 43,231 shares; 2026Q1: 48,806 shares 48,806 $2.21M 0.12% +5,575 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: 18,225 shares; 2024Q4: 18,225 shares; 2025Q1: 18,279 shares; 2025Q2: 18,225 shares; 2025Q3: 18,225 shares; 2025Q4: 18,225 shares; 2026Q1: 18,225 shares 18,225 $2.16M 0.11% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,314 shares; 2024Q4: 55,118 shares; 2025Q1: 55,118 shares; 2025Q2: 54,675 shares; 2025Q3: 53,070 shares; 2025Q4: 53,010 shares; 2026Q1: 47,659 shares 47,659 $2.13M 0.11% -5,351 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: 22,252 shares; 2024Q4: 21,991 shares; 2025Q1: 21,991 shares; 2025Q2: 23,825 shares; 2025Q3: 22,829 shares; 2025Q4: 22,071 shares; 2026Q1: 21,767 shares 21,767 $2.11M 0.11% -304 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,263 shares; 2025Q1: 3,631 shares; 2025Q2: 5,288 shares; 2025Q3: 5,500 shares; 2025Q4: 5,583 shares; 2026Q1: 6,173 shares 6,173 $2.09M 0.11% +590 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,826 shares; 2025Q1: 1,805 shares; 2025Q2: 2,475 shares; 2025Q3: 2,561 shares; 2025Q4: 2,576 shares; 2026Q1: 2,907 shares 2,907 $2.06M 0.11% +331 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: 29,669 shares; 2024Q4: 29,564 shares; 2025Q1: 29,349 shares; 2025Q2: 25,604 shares; 2025Q3: 25,256 shares; 2025Q4: 17,518 shares; 2026Q1: 13,565 shares 13,565 $2M 0.1% -3,953 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 6,527 shares; 2025Q4: 8,942 shares; 2026Q1: 13,269 shares 13,269 $1.99M 0.1% +4,327 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,470 shares; 2024Q4: 9,421 shares; 2025Q1: 9,151 shares; 2025Q2: 9,904 shares; 2025Q3: 10,743 shares; 2025Q4: 11,536 shares; 2026Q1: 12,601 shares 12,601 $1.98M 0.1% +1,065 Timeline IQDG 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: 35,891 shares; 2024Q4: 39,360 shares; 2025Q1: 44,556 shares; 2025Q2: 42,835 shares; 2025Q3: 42,645 shares; 2025Q4: 42,649 shares; 2026Q1: 49,134 shares 49,134 $1.97M 0.1% +6,485 Timeline IBDV 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: 29,874 shares; 2025Q3: 71,291 shares; 2025Q4: 81,967 shares; 2026Q1: 88,825 shares 88,825 $1.94M 0.1% +6,858 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: not reported; 2026Q1: 19,572 shares 19,572 $1.87M 0.1% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,911 shares; 2025Q1: 3,173 shares; 2025Q2: 3,486 shares; 2025Q3: 3,260 shares; 2025Q4: 2,641 shares; 2026Q1: 3,741 shares 3,741 $1.85M 0.1% +1,100 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,386 shares; 2025Q1: 5,340 shares; 2025Q2: 6,259 shares; 2025Q3: 6,203 shares; 2025Q4: 5,040 shares; 2026Q1: 5,587 shares 5,587 $1.84M 0.1% +547 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,627 shares; 2024Q4: 33,593 shares; 2025Q1: 34,875 shares; 2025Q2: 38,988 shares; 2025Q3: 38,424 shares; 2025Q4: 37,239 shares; 2026Q1: 25,088 shares 25,088 $1.78M 0.09% -12,151 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,554 shares; 2025Q1: 2,558 shares; 2025Q2: 2,553 shares; 2025Q3: 4,390 shares; 2025Q4: 4,102 shares; 2026Q1: 4,102 shares 4,102 $1.75M 0.09% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 5,072 shares; 2025Q1: 5,835 shares; 2025Q2: 6,952 shares; 2025Q3: 7,162 shares; 2025Q4: 7,386 shares; 2026Q1: 8,549 shares 8,549 $1.74M 0.09% +1,163 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 360 shares; 2025Q1: 837 shares; 2025Q2: 1,049 shares; 2025Q3: 1,037 shares; 2025Q4: 1,058 shares; 2026Q1: 1,314 shares 1,314 $1.74M 0.09% +256 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: 108,033 shares; 2024Q4: 110,513 shares; 2025Q1: 111,264 shares; 2025Q2: 117,214 shares; 2025Q3: 127,865 shares; 2025Q4: 138,491 shares; 2026Q1: 61,057 shares 61,057 $1.71M 0.09% -77,434 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 11,153 shares 11,153 $1.71M 0.09% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,692 shares; 2025Q4: 8,048 shares; 2026Q1: 11,934 shares 11,934 $1.7M 0.09% +3,886 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,574 shares; 2024Q4: 29,968 shares; 2025Q1: 29,362 shares; 2025Q2: 30,502 shares; 2025Q3: 30,446 shares; 2025Q4: 26,640 shares; 2026Q1: 26,654 shares 26,654 $1.7M 0.09% +14 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,259 shares; 2025Q1: 6,636 shares; 2025Q2: 6,538 shares; 2025Q3: 6,769 shares; 2025Q4: 6,715 shares; 2026Q1: 7,811 shares 7,811 $1.67M 0.09% +1,096 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,538 shares; 2024Q4: 8,698 shares; 2025Q1: 8,730 shares; 2025Q2: 9,227 shares; 2025Q3: 8,959 shares; 2025Q4: 7,666 shares; 2026Q1: 7,684 shares 7,684 $1.62M 0.09% +18 Timeline IBDW 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: 32,704 shares; 2025Q4: 41,023 shares; 2026Q1: 76,605 shares 76,605 $1.6M 0.08% +35,582 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,464 shares; 2024Q4: 12,216 shares; 2025Q1: 12,125 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,073 shares; 2026Q1: 12,030 shares 12,030 $1.59M 0.08% -43 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,093 shares; 2024Q4: 14,270 shares; 2025Q1: 14,737 shares; 2025Q2: 32,513 shares; 2025Q3: 33,039 shares; 2025Q4: 32,679 shares; 2026Q1: 33,598 shares 33,598 $1.56M 0.08% +919 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $1.53M 0.08% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,533 shares; 2024Q4: 71,705 shares; 2025Q1: 67,506 shares; 2025Q2: 65,489 shares; 2025Q3: 65,489 shares; 2025Q4: 64,664 shares; 2026Q1: 63,821 shares 63,821 $1.51M 0.08% -843 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 6,162 shares; 2025Q1: 6,272 shares; 2025Q2: 7,753 shares; 2025Q3: 7,944 shares; 2025Q4: 8,079 shares; 2026Q1: 9,002 shares 9,002 $1.48M 0.08% +923 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,438 shares; 2024Q4: 18,480 shares; 2025Q1: 17,892 shares; 2025Q2: 24,276 shares; 2025Q3: 25,034 shares; 2025Q4: 25,798 shares; 2026Q1: 30,321 shares 30,321 $1.48M 0.08% +4,523 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 3,199 shares; 2025Q3: 3,131 shares; 2025Q4: 3,269 shares; 2026Q1: 4,331 shares 4,331 $1.46M 0.08% +1,062 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: 31,160 shares; 2024Q4: 31,161 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares; 2026Q1: 31,160 shares 31,160 $1.46M 0.08% 0 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: 3,912 shares; 2024Q4: 3,724 shares; 2025Q1: 4,019 shares; 2025Q2: 4,506 shares; 2025Q3: 4,647 shares; 2025Q4: 4,656 shares; 2026Q1: 5,022 shares 5,022 $1.43M 0.07% +366 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,399 shares; 2024Q4: 13,515 shares; 2025Q1: 13,669 shares; 2025Q2: 14,503 shares; 2025Q3: 14,574 shares; 2025Q4: 13,457 shares; 2026Q1: 13,860 shares 13,860 $1.42M 0.07% +403 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,727 shares; 2024Q4: 33,492 shares; 2025Q1: 33,492 shares; 2025Q2: 33,492 shares; 2025Q3: 31,821 shares; 2025Q4: 29,916 shares; 2026Q1: 30,390 shares 30,390 $1.39M 0.07% +474 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,610 shares; 2025Q1: 6,295 shares; 2025Q2: 6,342 shares; 2025Q3: 6,458 shares; 2025Q4: 6,394 shares; 2026Q1: 6,585 shares 6,585 $1.38M 0.07% +191 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 5,511 shares; 2025Q1: 5,316 shares; 2025Q2: 5,984 shares; 2025Q3: 5,734 shares; 2025Q4: 6,205 shares; 2026Q1: 6,340 shares 6,340 $1.37M 0.07% +135 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: 20,305 shares; 2024Q4: 20,305 shares; 2025Q1: 19,603 shares; 2025Q2: 17,515 shares; 2025Q3: 17,515 shares; 2025Q4: 17,515 shares; 2026Q1: 17,515 shares 17,515 $1.34M 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,577 shares; 2024Q4: 13,652 shares; 2025Q1: 13,994 shares; 2025Q2: 14,758 shares; 2025Q3: 14,282 shares; 2025Q4: 16,400 shares; 2026Q1: 7,004 shares 7,004 $1.33M 0.07% -9,396 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 5,017 shares; 2025Q1: 5,724 shares; 2025Q2: 7,273 shares; 2025Q3: 7,697 shares; 2025Q4: 7,358 shares; 2026Q1: 7,851 shares 7,851 $1.31M 0.07% +493 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,022 shares; 2025Q1: 1,006 shares; 2025Q2: 1,262 shares; 2025Q3: 1,278 shares; 2025Q4: 1,269 shares; 2026Q1: 1,478 shares 1,478 $1.29M 0.07% +209 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 725 shares; 2025Q1: 783 shares; 2025Q2: 1,169 shares; 2025Q3: 1,218 shares; 2025Q4: 1,243 shares; 2026Q1: 1,493 shares 1,493 $1.26M 0.07% +250 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,642 shares; 2025Q1: 8,025 shares; 2025Q2: 8,035 shares; 2025Q3: 8,423 shares; 2025Q4: 8,881 shares; 2026Q1: 8,743 shares 8,743 $1.25M 0.07% -138 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,478 shares; 2024Q4: 13,465 shares; 2025Q1: 13,465 shares; 2025Q2: 13,465 shares; 2025Q3: 13,465 shares; 2025Q4: 26,930 shares; 2026Q1: 26,930 shares 26,930 $1.24M 0.06% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 7,904 shares; 2025Q1: 9,740 shares; 2025Q2: 12,750 shares; 2025Q3: 9,154 shares; 2025Q4: 13,321 shares; 2026Q1: 15,117 shares 15,117 $1.16M 0.06% +1,796 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,032 shares; 2025Q1: 1,086 shares; 2025Q2: 16,987 shares; 2025Q3: 17,621 shares; 2025Q4: 17,778 shares; 2026Q1: 12,430 shares 12,430 $1.15M 0.06% -5,348 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 9,544 shares; 2025Q1: 9,524 shares; 2025Q2: 12,083 shares; 2025Q3: 12,555 shares; 2025Q4: 12,958 shares; 2026Q1: 14,145 shares 14,145 $1.13M 0.06% +1,187 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,532 shares; 2025Q1: 1,554 shares; 2025Q2: 1,816 shares; 2025Q3: 1,478 shares; 2025Q4: 2,456 shares; 2026Q1: 2,407 shares 2,407 $1.11M 0.06% -49 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: 3,176 shares; 2025Q1: 3,927 shares; 2025Q2: 6,102 shares; 2025Q3: 6,266 shares; 2025Q4: 6,196 shares; 2026Q1: 7,559 shares 7,559 $1.11M 0.06% +1,363 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,442 shares; 2025Q1: 3,493 shares; 2025Q2: 3,627 shares; 2025Q3: 3,635 shares; 2025Q4: 3,773 shares; 2026Q1: 4,084 shares 4,084 $1.09M 0.06% +311 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,007 shares; 2025Q2: 7,057 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $1.06M 0.06% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,407 shares; 2025Q1: 1,443 shares; 2025Q2: 1,575 shares; 2025Q3: 1,852 shares; 2025Q4: 1,941 shares; 2026Q1: 2,146 shares 2,146 $1.06M 0.06% +205 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,841 shares; 2025Q1: 6,951 shares; 2025Q2: 9,419 shares; 2025Q3: 9,100 shares; 2025Q4: 9,365 shares; 2026Q1: 11,268 shares 11,268 $1.05M 0.05% +1,903 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,576 shares; 2025Q1: 1,631 shares; 2025Q2: 1,876 shares; 2025Q3: 1,929 shares; 2025Q4: 1,985 shares; 2026Q1: 1,979 shares 1,979 $1.03M 0.05% -6 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 647 shares; 2025Q1: 654 shares; 2025Q2: 682 shares; 2025Q3: 688 shares; 2025Q4: 714 shares; 2026Q1: 525 shares 525 $1M 0.05% -189 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: 14,140 shares; 2024Q4: 13,866 shares; 2025Q1: 15,150 shares; 2025Q2: 18,126 shares; 2025Q3: 15,351 shares; 2025Q4: 15,838 shares; 2026Q1: 19,800 shares 19,800 $994K 0.05% +3,962 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,551 shares; 2025Q1: 4,124 shares; 2025Q2: 5,691 shares; 2025Q3: 6,129 shares; 2025Q4: 6,191 shares; 2026Q1: 7,483 shares 7,483 $988K 0.05% +1,292 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: 1,430 shares; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 2,828 shares; 2025Q3: 2,365 shares; 2025Q4: 2,435 shares; 2026Q1: 2,835 shares 2,835 $969K 0.05% +400 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,409 shares; 2025Q1: 4,182 shares; 2025Q2: 4,342 shares; 2025Q3: 4,465 shares; 2025Q4: 4,559 shares; 2026Q1: 4,699 shares 4,699 $959K 0.05% +140 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,676 shares; 2025Q1: 1,849 shares; 2025Q2: 1,968 shares; 2025Q3: 2,244 shares; 2025Q4: 2,595 shares; 2026Q1: 2,926 shares 2,926 $956K 0.05% +331 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,676 shares; 2025Q1: 3,589 shares; 2025Q2: 3,911 shares; 2025Q3: 4,586 shares; 2025Q4: 4,640 shares; 2026Q1: 6,164 shares 6,164 $942K 0.05% +1,524 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: 3,205 shares; 2024Q4: 3,429 shares; 2025Q1: 3,593 shares; 2025Q2: 4,302 shares; 2025Q3: 4,294 shares; 2025Q4: 4,444 shares; 2026Q1: 3,882 shares 3,882 $941K 0.05% -562 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 975 shares; 2025Q1: 1,032 shares; 2025Q2: 1,091 shares; 2025Q3: 1,102 shares; 2025Q4: 1,146 shares; 2026Q1: 1,228 shares 1,228 $907K 0.05% +82 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: 615 shares; 2025Q2: 858 shares; 2025Q3: 904 shares; 2025Q4: 864 shares; 2026Q1: 936 shares 936 $900K 0.05% +72 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 4,563 shares; 2025Q4: 4,064 shares; 2026Q1: 4,165 shares 4,165 $890K 0.05% +101 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: 3,596 shares; 2025Q1: 3,764 shares; 2025Q2: 6,117 shares; 2025Q3: 6,347 shares; 2025Q4: 6,457 shares; 2026Q1: 7,811 shares 7,811 $886K 0.05% +1,354 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,858 shares; 2025Q4: 12,579 shares; 2026Q1: 12,579 shares 12,579 $883K 0.05% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 17,592 shares; 2025Q1: 17,797 shares; 2025Q2: 18,245 shares; 2025Q3: 17,950 shares; 2025Q4: 18,483 shares; 2026Q1: 18,562 shares 18,562 $880K 0.05% +79 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,539 shares; 2025Q1: 2,583 shares; 2025Q2: 3,143 shares; 2025Q3: 3,127 shares; 2025Q4: 3,199 shares; 2026Q1: 3,312 shares 3,312 $880K 0.05% +113 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,488 shares; 2025Q1: 3,424 shares; 2025Q2: 4,645 shares; 2025Q3: 4,818 shares; 2025Q4: 4,513 shares; 2026Q1: 5,508 shares 5,508 $880K 0.05% +995 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,982 shares; 2025Q1: 1,969 shares; 2025Q2: 2,200 shares; 2025Q3: 2,272 shares; 2025Q4: 2,176 shares; 2026Q1: 2,427 shares 2,427 $868K 0.05% +251 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 501 shares; 2025Q4: 508 shares; 2026Q1: 588 shares 588 $866K 0.05% +80 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 6,559 shares; 2025Q1: 6,672 shares; 2025Q2: 7,653 shares; 2025Q3: 7,290 shares; 2025Q4: 8,424 shares; 2026Q1: 8,827 shares 8,827 $847K 0.04% +403 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,772 shares; 2025Q1: 2,531 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,546 shares; 2026Q1: 6,105 shares 6,105 $837K 0.04% +3,559 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: 13,185 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $833K 0.04% 0 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $829K 0.04% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 3,025 shares; 2025Q3: 3,644 shares; 2025Q4: 5,002 shares; 2026Q1: 6,509 shares 6,509 $817K 0.04% +1,507 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 3,479 shares; 2025Q1: 3,073 shares; 2025Q2: 3,852 shares; 2025Q3: 3,890 shares; 2025Q4: 3,699 shares; 2026Q1: 4,102 shares 4,102 $816K 0.04% +403 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,097 shares; 2026Q1: 4,193 shares 4,193 $816K 0.04% +96 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,982 shares; 2024Q4: 9,017 shares; 2025Q1: 9,427 shares; 2025Q2: 11,271 shares; 2025Q3: 11,003 shares; 2025Q4: 12,424 shares; 2026Q1: 12,542 shares 12,542 $810K 0.04% +118 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: 19,166 shares; 2024Q4: 22,907 shares; 2025Q1: 27,243 shares; 2025Q2: 26,449 shares; 2025Q3: 28,272 shares; 2025Q4: 22,995 shares; 2026Q1: 27,497 shares 27,497 $797K 0.04% +4,502 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,267 shares; 2025Q1: 1,450 shares; 2025Q2: 1,558 shares; 2025Q3: 1,464 shares; 2025Q4: 1,566 shares; 2026Q1: 1,776 shares 1,776 $793K 0.04% +210 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,291 shares; 2025Q1: 13,749 shares; 2025Q2: 14,295 shares; 2025Q3: 13,841 shares; 2025Q4: 14,036 shares; 2026Q1: 13,783 shares 13,783 $783K 0.04% -253 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,441 shares; 2025Q1: 5,471 shares; 2025Q2: 5,846 shares; 2025Q3: 6,465 shares; 2025Q4: 6,493 shares; 2026Q1: 6,085 shares 6,085 $777K 0.04% -408 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,278 shares; 2025Q1: 4,276 shares; 2025Q2: 5,162 shares; 2025Q3: 5,477 shares; 2025Q4: 5,638 shares; 2026Q1: 5,908 shares 5,908 $767K 0.04% +270 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,230 shares; 2025Q1: 4,168 shares; 2025Q2: 5,270 shares; 2025Q3: 5,558 shares; 2025Q4: 5,307 shares; 2026Q1: 6,228 shares 6,228 $765K 0.04% +921 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 27,838 shares; 2025Q1: 29,414 shares; 2025Q2: 31,733 shares; 2025Q3: 32,823 shares; 2025Q4: 31,753 shares; 2026Q1: 31,892 shares 31,892 $763K 0.04% +139 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 288 shares; 2026Q1: 553 shares 553 $763K 0.04% +265 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,200 shares; 2025Q1: 3,387 shares; 2025Q2: 3,949 shares; 2025Q3: 3,910 shares; 2025Q4: 4,066 shares; 2026Q1: 4,202 shares 4,202 $759K 0.04% +136 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 9,336 shares; 2025Q1: 9,390 shares; 2025Q2: 10,036 shares; 2025Q3: 10,247 shares; 2025Q4: 10,317 shares; 2026Q1: 11,341 shares 11,341 $740K 0.04% +1,024 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,810 shares; 2024Q4: 23,379 shares; 2025Q1: 23,198 shares; 2025Q2: 24,551 shares; 2025Q3: 24,881 shares; 2025Q4: 22,119 shares; 2026Q1: 22,266 shares 22,266 $739K 0.04% +147 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,221 shares; 2025Q1: 1,488 shares; 2025Q2: 1,761 shares; 2025Q3: 1,961 shares; 2025Q4: 1,974 shares; 2026Q1: 2,144 shares 2,144 $736K 0.04% +170 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: 6,656 shares; 2024Q4: 6,562 shares; 2025Q1: 7,998 shares; 2025Q2: 10,025 shares; 2025Q3: 10,848 shares; 2025Q4: 8,682 shares; 2026Q1: 10,959 shares 10,959 $733K 0.04% +2,277 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,646 shares; 2025Q1: 5,046 shares; 2025Q2: 5,554 shares; 2025Q3: 5,744 shares; 2025Q4: 5,794 shares; 2026Q1: 6,071 shares 6,071 $720K 0.04% +277 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: 3,418 shares; 2024Q4: 3,474 shares; 2025Q1: 3,506 shares; 2025Q2: 3,956 shares; 2025Q3: 3,937 shares; 2025Q4: 3,855 shares; 2026Q1: 3,946 shares 3,946 $719K 0.04% +91 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 2,104 shares; 2025Q1: 2,109 shares; 2025Q2: 2,526 shares; 2025Q3: 2,547 shares; 2025Q4: 2,574 shares; 2026Q1: 2,559 shares 2,559 $715K 0.04% -15 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 5,048 shares; 2025Q1: 5,048 shares; 2025Q2: 5,048 shares; 2025Q3: 5,048 shares; 2025Q4: 5,048 shares; 2026Q1: 5,048 shares 5,048 $714K 0.04% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 5,919 shares; 2025Q1: 5,681 shares; 2025Q2: 5,273 shares; 2025Q3: 5,145 shares; 2025Q4: 4,894 shares; 2026Q1: 4,147 shares 4,147 $709K 0.04% -747 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,572 shares 3,572 $704K 0.04% new Timeline IBMO 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: 11,781 shares; 2025Q1: 27,461 shares; 2025Q2: 27,461 shares; 2025Q3: 27,461 shares; 2025Q4: 27,461 shares; 2026Q1: 27,461 shares 27,461 $704K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,640 shares; 2025Q1: 7,072 shares; 2025Q2: 6,993 shares; 2025Q3: 5,222 shares; 2025Q4: 5,188 shares; 2026Q1: 7,535 shares 7,535 $701K 0.04% +2,347 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: 3,327 shares; 2024Q4: 3,350 shares; 2025Q1: 3,393 shares; 2025Q2: 3,516 shares; 2025Q3: 3,799 shares; 2025Q4: 3,859 shares; 2026Q1: 3,908 shares 3,908 $699K 0.04% +49 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,169 shares; 2024Q4: 51,636 shares; 2025Q1: 57,199 shares; 2025Q2: 61,287 shares; 2025Q3: 14,832 shares; 2025Q4: 13,883 shares; 2026Q1: 13,602 shares 13,602 $684K 0.04% -281 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,845 shares; 2024Q4: 22,040 shares; 2025Q1: 22,814 shares; 2025Q2: 24,016 shares; 2025Q3: 24,355 shares; 2025Q4: 25,151 shares; 2026Q1: 25,952 shares 25,952 $684K 0.04% +801 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares; 2026Q1: 6,148 shares 6,148 $681K 0.04% +2,378 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,237 shares; 2024Q4: 19,116 shares; 2025Q1: 4,269 shares; 2025Q2: 4,804 shares; 2025Q3: 4,481 shares; 2025Q4: 6,916 shares; 2026Q1: 7,526 shares 7,526 $674K 0.04% +610 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,828 shares; 2025Q2: 10,432 shares; 2025Q3: 10,031 shares; 2025Q4: 11,245 shares; 2026Q1: 15,000 shares 15,000 $662K 0.03% +3,755 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,661 shares; 2025Q1: 2,681 shares; 2025Q2: 2,963 shares; 2025Q3: 3,002 shares; 2025Q4: 2,961 shares; 2026Q1: 3,231 shares 3,231 $656K 0.03% +270 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,416 shares; 2025Q1: 3,882 shares; 2025Q2: 4,518 shares; 2025Q3: 4,602 shares; 2025Q4: 4,660 shares; 2026Q1: 4,986 shares 4,986 $655K 0.03% +326 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,549 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares 1,503 $647K 0.03% 0 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: 5,885 shares; 2024Q4: 5,861 shares; 2025Q1: 6,120 shares; 2025Q2: 6,288 shares; 2025Q3: 7,025 shares; 2025Q4: 7,942 shares; 2026Q1: 8,341 shares 8,341 $634K 0.03% +399 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,635 shares; 2024Q4: 8,659 shares; 2025Q1: 8,345 shares; 2025Q2: 8,362 shares; 2025Q3: 7,156 shares; 2025Q4: 7,956 shares; 2026Q1: 8,152 shares 8,152 $629K 0.03% +196 Timeline OAKI HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 20,472 shares 20,472 $621K 0.03% new Timeline VDE 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: 4,662 shares; 2024Q4: 6,627 shares; 2025Q1: 6,742 shares; 2025Q2: 10,983 shares; 2025Q3: 10,985 shares; 2025Q4: 10,575 shares; 2026Q1: 3,571 shares 3,571 $618K 0.03% -7,004 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: 2,848 shares; 2025Q3: 3,069 shares; 2025Q4: 3,099 shares; 2026Q1: 3,361 shares 3,361 $613K 0.03% +262 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: 13,941 shares; 2024Q4: 14,151 shares; 2025Q1: 14,903 shares; 2025Q2: 15,723 shares; 2025Q3: 15,381 shares; 2025Q4: 14,884 shares; 2026Q1: 14,144 shares 14,144 $607K 0.03% -740 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,600 shares; 2025Q1: 1,860 shares; 2025Q2: 2,575 shares; 2025Q3: 2,027 shares; 2025Q4: 2,122 shares; 2026Q1: 3,529 shares 3,529 $604K 0.03% +1,407 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,035 shares; 2024Q4: 9,749 shares; 2025Q1: 10,063 shares; 2025Q2: 10,866 shares; 2025Q3: 10,774 shares; 2025Q4: 10,053 shares; 2026Q1: 10,576 shares 10,576 $596K 0.03% +523 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: 12,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,158 shares; 2025Q3: 14,142 shares; 2025Q4: 14,084 shares; 2026Q1: 13,985 shares 13,985 $594K 0.03% -99 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,331 shares; 2026Q1: 6,142 shares 6,142 $589K 0.03% -189 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: 7,073 shares; 2025Q3: 7,075 shares; 2025Q4: 7,078 shares; 2026Q1: 6,915 shares 6,915 $589K 0.03% -163 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 3,279 shares; 2025Q2: 3,703 shares; 2025Q3: 3,315 shares; 2025Q4: 3,253 shares; 2026Q1: 3,742 shares 3,742 $589K 0.03% +489 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: 952 shares; 2024Q4: 956 shares; 2025Q1: 958 shares; 2025Q2: 1,001 shares; 2025Q3: 1,129 shares; 2025Q4: 1,333 shares; 2026Q1: 1,181 shares 1,181 $583K 0.03% -152 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 948 shares; 2025Q3: 958 shares; 2025Q4: 956 shares; 2026Q1: 1,906 shares 1,906 $580K 0.03% +950 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,512 shares; 2025Q1: 2,537 shares; 2025Q2: 2,836 shares; 2025Q3: 2,817 shares; 2025Q4: 2,927 shares; 2026Q1: 2,966 shares 2,966 $579K 0.03% +39 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,545 shares; 2025Q1: 1,540 shares; 2025Q2: 2,242 shares; 2025Q3: 2,034 shares; 2025Q4: 1,305 shares; 2026Q1: 2,547 shares 2,547 $576K 0.03% +1,242 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,931 shares; 2025Q1: 2,041 shares; 2025Q2: 2,491 shares; 2025Q3: 2,308 shares; 2025Q4: 2,109 shares; 2026Q1: 2,330 shares 2,330 $565K 0.03% +221 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,181 shares; 2024Q4: 18,292 shares; 2025Q1: 18,376 shares; 2025Q2: 19,334 shares; 2025Q3: 19,043 shares; 2025Q4: 19,078 shares; 2026Q1: 8,525 shares 8,525 $565K 0.03% -10,553 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $565K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,488 shares; 2025Q1: 2,003 shares; 2025Q2: 2,127 shares; 2025Q3: 2,018 shares; 2025Q4: 2,058 shares; 2026Q1: 2,664 shares 2,664 $560K 0.03% +606 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 462 shares; 2025Q1: 475 shares; 2025Q2: 506 shares; 2025Q3: 485 shares; 2025Q4: 499 shares; 2026Q1: 480 shares 480 $556K 0.03% -19 Timeline IJK 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: 5,500 shares; 2026Q1: 5,500 shares 5,500 $553K 0.03% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,199 shares 9,199 $552K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 7,801 shares; 2025Q1: 9,240 shares; 2025Q2: 10,219 shares; 2025Q3: 8,727 shares; 2025Q4: 10,895 shares; 2026Q1: 9,407 shares 9,407 $547K 0.03% -1,488 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 29,128 shares; 2026Q1: 29,360 shares 29,360 $545K 0.03% +232 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 9,451 shares; 2025Q1: 8,901 shares; 2025Q2: 9,229 shares; 2025Q3: 9,385 shares; 2025Q4: 9,794 shares; 2026Q1: 9,342 shares 9,342 $544K 0.03% -452 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: not reported; 2025Q4: 5,096 shares; 2026Q1: 6,342 shares 6,342 $541K 0.03% +1,246 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 531 shares; 2025Q1: 640 shares; 2025Q2: 763 shares; 2025Q3: 563 shares; 2025Q4: 589 shares; 2026Q1: 945 shares 945 $534K 0.03% +356 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 2,277 shares; 2025Q4: 2,386 shares; 2026Q1: 2,698 shares 2,698 $533K 0.03% +312 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,223 shares; 2025Q1: 4,316 shares; 2025Q2: 5,015 shares; 2025Q3: 4,823 shares; 2025Q4: 5,499 shares; 2026Q1: 4,388 shares 4,388 $531K 0.03% -1,111 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 730 shares; 2025Q1: 735 shares; 2025Q2: 896 shares; 2025Q3: 948 shares; 2025Q4: 1,013 shares; 2026Q1: 1,073 shares 1,073 $527K 0.03% +60 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: not reported; 2025Q1: 4,149 shares; 2025Q2: 5,992 shares; 2025Q3: 6,063 shares; 2025Q4: 5,924 shares; 2026Q1: 7,305 shares 7,305 $525K 0.03% +1,381 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,926 shares 7,926 $523K 0.03% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,560 shares; 2024Q4: 8,226 shares; 2025Q1: 8,622 shares; 2025Q2: 7,717 shares; 2025Q3: 7,682 shares; 2025Q4: 7,804 shares; 2026Q1: 7,967 shares 7,967 $522K 0.03% +163 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,535 shares; 2024Q4: 20,956 shares; 2025Q1: 24,687 shares; 2025Q2: 30,523 shares; 2025Q3: 26,042 shares; 2025Q4: 26,031 shares; 2026Q1: 30,412 shares 30,412 $516K 0.03% +4,381 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: not reported; 2025Q2: 4,238 shares; 2025Q3: 4,401 shares; 2025Q4: 4,433 shares; 2026Q1: 4,751 shares 4,751 $514K 0.03% +318 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,324 shares; 2024Q4: 21,324 shares; 2025Q1: 28,403 shares; 2025Q2: 28,403 shares; 2025Q3: 26,820 shares; 2025Q4: 40,145 shares; 2026Q1: 51,477 shares 51,477 $512K 0.03% +11,332 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,149 shares; 2025Q1: 2,189 shares; 2025Q2: 2,271 shares; 2025Q3: 2,318 shares; 2025Q4: 2,373 shares; 2026Q1: 2,452 shares 2,452 $507K 0.03% +79 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,361 shares; 2025Q1: 5,744 shares; 2025Q2: 7,310 shares; 2025Q3: 7,186 shares; 2025Q4: 7,117 shares; 2026Q1: 6,961 shares 6,961 $507K 0.03% -156 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 12,094 shares; 2025Q1: 14,062 shares; 2025Q2: 15,851 shares; 2025Q3: 16,894 shares; 2025Q4: 16,935 shares; 2026Q1: 19,372 shares 19,372 $505K 0.03% +2,437 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,373 shares; 2025Q1: 1,586 shares; 2025Q2: 1,684 shares; 2025Q3: 1,381 shares; 2025Q4: 2,164 shares; 2026Q1: 2,165 shares 2,165 $497K 0.03% +1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,922 shares; 2025Q4: 2,777 shares; 2026Q1: 3,782 shares 3,782 $495K 0.03% +1,005 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,188 shares; 2026Q1: 1,249 shares 1,249 $490K 0.03% +61 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,495 shares; 2025Q1: 15,255 shares; 2025Q2: 19,777 shares; 2025Q3: 21,082 shares; 2025Q4: 23,203 shares; 2026Q1: 25,255 shares 25,255 $489K 0.03% +2,052 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: 1,676 shares; 2025Q4: 1,709 shares; 2026Q1: 1,779 shares 1,779 $481K 0.03% +70 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 426 shares; 2025Q1: 485 shares; 2025Q2: 777 shares; 2025Q3: 751 shares; 2025Q4: 822 shares; 2026Q1: 1,108 shares 1,108 $479K 0.03% +286 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 941 shares; 2025Q4: 1,264 shares; 2026Q1: 1,337 shares 1,337 $478K 0.03% +73 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 10,534 shares; 2025Q1: 13,965 shares; 2025Q2: 13,965 shares; 2025Q3: 13,966 shares; 2025Q4: 14,528 shares; 2026Q1: 15,569 shares 15,569 $478K 0.03% +1,041 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 5,740 shares; 2025Q1: 5,674 shares; 2025Q2: 7,043 shares; 2025Q3: 7,177 shares; 2025Q4: 7,718 shares; 2026Q1: 9,151 shares 9,151 $473K 0.02% +1,433 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,345 shares; 2025Q1: 4,831 shares; 2025Q2: 6,343 shares; 2025Q3: 5,274 shares; 2025Q4: 6,058 shares; 2026Q1: 7,487 shares 7,487 $470K 0.02% +1,429 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,467 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,467 shares; 2025Q4: 8,467 shares; 2026Q1: 8,467 shares 8,467 $467K 0.02% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,903 shares; 2025Q1: 6,906 shares; 2025Q2: 7,919 shares; 2025Q3: 8,957 shares; 2025Q4: 9,004 shares; 2026Q1: 8,844 shares 8,844 $467K 0.02% -160 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: 493 shares; 2024Q4: not reported; 2025Q1: 837 shares; 2025Q2: 1,028 shares; 2025Q3: 775 shares; 2025Q4: 881 shares; 2026Q1: 973 shares 973 $460K 0.02% +92 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 6,953 shares; 2025Q1: 7,220 shares; 2025Q2: 7,908 shares; 2025Q3: 8,791 shares; 2025Q4: 9,175 shares; 2026Q1: 9,392 shares 9,392 $460K 0.02% +217 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,133 shares; 2025Q2: 12,912 shares; 2025Q3: 14,572 shares; 2025Q4: 12,190 shares; 2026Q1: 21,815 shares 21,815 $452K 0.02% +9,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,408 shares; 2026Q1: 1,804 shares 1,804 $446K 0.02% +396 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,068 shares; 2025Q1: 3,216 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,485 shares; 2026Q1: 3,748 shares 3,748 $445K 0.02% +263 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: 1,050 shares; 2025Q3: 1,144 shares; 2025Q4: 1,135 shares; 2026Q1: 1,663 shares 1,663 $443K 0.02% +528 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,440 shares; 2024Q4: 5,455 shares; 2025Q1: 5,460 shares; 2025Q2: 6,138 shares; 2025Q3: 6,034 shares; 2025Q4: 5,839 shares; 2026Q1: 6,263 shares 6,263 $443K 0.02% +424 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,037 shares; 2025Q1: 960 shares; 2025Q2: 1,368 shares; 2025Q3: 1,441 shares; 2025Q4: 1,432 shares; 2026Q1: 1,572 shares 1,572 $437K 0.02% +140 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,407 shares; 2026Q1: 2,407 shares 2,407 $437K 0.02% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 306 shares; 2025Q1: 319 shares; 2025Q2: 338 shares; 2025Q3: 362 shares; 2025Q4: 375 shares; 2026Q1: 409 shares 409 $437K 0.02% +34 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 353 shares; 2025Q4: 374 shares; 2026Q1: 486 shares 486 $435K 0.02% +112 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 4,026 shares; 2025Q1: 4,437 shares; 2025Q2: 4,771 shares; 2025Q3: 4,635 shares; 2025Q4: 5,100 shares; 2026Q1: 5,521 shares 5,521 $435K 0.02% +421 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 426 shares; 2025Q1: 521 shares; 2025Q2: 796 shares; 2025Q3: not reported; 2025Q4: 590 shares; 2026Q1: 718 shares 718 $434K 0.02% +128 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,118 shares; 2026Q1: 6,363 shares 6,363 $433K 0.02% +245 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 13,657 shares; 2026Q1: 13,512 shares 13,512 $427K 0.02% -145 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: 7,780 shares; 2024Q4: 7,840 shares; 2025Q1: 8,424 shares; 2025Q2: 5,051 shares; 2025Q3: 5,222 shares; 2025Q4: 5,306 shares; 2026Q1: 5,710 shares 5,710 $425K 0.02% +404 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,408 shares; 2025Q1: 2,792 shares; 2025Q2: 2,969 shares; 2025Q3: 3,097 shares; 2025Q4: 4,112 shares; 2026Q1: 4,250 shares 4,250 $425K 0.02% +138 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,941 shares 2,941 $425K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,576 shares; 2025Q1: 1,759 shares; 2025Q2: 2,105 shares; 2025Q3: 2,588 shares; 2025Q4: 2,822 shares; 2026Q1: 2,508 shares 2,508 $424K 0.02% -314 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,829 shares; 2025Q3: 2,845 shares; 2025Q4: 2,825 shares; 2026Q1: 3,003 shares 3,003 $424K 0.02% +178 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 2,741 shares; 2025Q3: 3,884 shares; 2025Q4: 4,767 shares; 2026Q1: 5,257 shares 5,257 $423K 0.02% +490 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 903 shares; 2026Q1: 1,077 shares 1,077 $418K 0.02% +174 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,537 shares 5,537 $418K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 566 shares; 2025Q1: 581 shares; 2025Q2: 747 shares; 2025Q3: 733 shares; 2025Q4: 2,870 shares; 2026Q1: 3,990 shares 3,990 $417K 0.02% +1,120 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,641 shares; 2025Q1: 3,843 shares; 2025Q2: 4,078 shares; 2025Q3: 4,428 shares; 2025Q4: 4,671 shares; 2026Q1: 4,928 shares 4,928 $417K 0.02% +257 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $415K 0.02% 0 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: not reported; 2024Q4: 814 shares; 2025Q1: 908 shares; 2025Q2: 958 shares; 2025Q3: 972 shares; 2025Q4: 1,071 shares; 2026Q1: 1,364 shares 1,364 $415K 0.02% +293 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,847 shares 3,847 $407K 0.02% 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: 8,559 shares; 2024Q4: 8,600 shares; 2025Q1: 2,699 shares; 2025Q2: 1,915 shares; 2025Q3: not reported; 2025Q4: 1,432 shares; 2026Q1: 2,091 shares 2,091 $406K 0.02% +659 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: 8,460 shares; 2026Q1: 10,391 shares 10,391 $405K 0.02% +1,931 Timeline SUSB 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: 14,498 shares; 2024Q4: 14,586 shares; 2025Q1: 14,586 shares; 2025Q2: 14,586 shares; 2025Q3: 16,223 shares; 2025Q4: 16,260 shares; 2026Q1: 16,136 shares 16,136 $404K 0.02% -124 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,959 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,969 shares; 2025Q4: 8,981 shares; 2026Q1: 8,935 shares 8,935 $403K 0.02% -46 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 665 shares; 2025Q4: 664 shares; 2026Q1: 966 shares 966 $403K 0.02% +302 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,995 shares 1,995 $395K 0.02% +658 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares; 2026Q1: 5,544 shares 5,544 $394K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,699 shares; 2024Q4: 6,586 shares; 2025Q1: 6,109 shares; 2025Q2: 6,736 shares; 2025Q3: 5,826 shares; 2025Q4: 6,420 shares; 2026Q1: 6,677 shares 6,677 $392K 0.02% +257 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,401 shares; 2025Q3: 3,696 shares; 2025Q4: 3,738 shares; 2026Q1: 3,745 shares 3,745 $392K 0.02% +7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares; 2026Q1: 2,878 shares 2,878 $391K 0.02% +593 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,138 shares; 2025Q4: 4,420 shares; 2026Q1: 6,589 shares 6,589 $391K 0.02% +2,169 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 432 shares; 2026Q1: 501 shares 501 $387K 0.02% +69 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,081 shares; 2025Q4: 4,195 shares; 2026Q1: 4,535 shares 4,535 $386K 0.02% +340 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,676 shares; 2025Q4: 1,590 shares; 2026Q1: 2,640 shares 2,640 $385K 0.02% +1,050 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,661 shares; 2025Q2: 3,513 shares; 2025Q3: 4,609 shares; 2025Q4: 3,448 shares; 2026Q1: 3,973 shares 3,973 $383K 0.02% +525 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: 6,589 shares; 2024Q4: 7,554 shares; 2025Q1: 8,935 shares; 2025Q2: 12,136 shares; 2025Q3: 4,545 shares; 2025Q4: 4,363 shares; 2026Q1: 4,365 shares 4,365 $383K 0.02% +2 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 4,987 shares; 2025Q1: 4,635 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares; 2025Q4: 4,635 shares; 2026Q1: 4,635 shares 4,635 $383K 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,076 shares; 2025Q1: 1,107 shares; 2025Q2: 1,184 shares; 2025Q3: 1,193 shares; 2025Q4: 1,177 shares; 2026Q1: 956 shares 956 $380K 0.02% -221 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 480 shares; 2025Q1: 466 shares; 2025Q2: 591 shares; 2025Q3: 598 shares; 2025Q4: 519 shares; 2026Q1: 521 shares 521 $380K 0.02% +2 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,723 shares; 2025Q1: 3,126 shares; 2025Q2: 3,541 shares; 2025Q3: 2,748 shares; 2025Q4: 2,822 shares; 2026Q1: 4,616 shares 4,616 $377K 0.02% +1,794 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 741 shares; 2025Q1: 816 shares; 2025Q2: 998 shares; 2025Q3: 968 shares; 2025Q4: 1,044 shares; 2026Q1: 1,124 shares 1,124 $375K 0.02% +80 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,777 shares; 2026Q1: 6,479 shares 6,479 $373K 0.02% -298 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to 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: 2,148 shares 2,148 $373K 0.02% 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: 10,799 shares; 2024Q4: 11,076 shares; 2025Q1: 11,744 shares; 2025Q2: 12,824 shares; 2025Q3: 15,846 shares; 2025Q4: 17,716 shares; 2026Q1: 16,296 shares 16,296 $370K 0.02% -1,420 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,859 shares; 2025Q4: 15,859 shares; 2026Q1: 14,922 shares 14,922 $369K 0.02% -937 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: 31,884 shares; 2024Q4: not reported; 2025Q1: 3,058 shares; 2025Q2: 4,075 shares; 2025Q3: 4,233 shares; 2025Q4: 4,308 shares; 2026Q1: 5,132 shares 5,132 $369K 0.02% +824 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 5,151 shares; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: 5,151 shares; 2025Q4: 5,149 shares; 2026Q1: 5,121 shares 5,121 $367K 0.02% -28 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 4,442 shares; 2025Q1: 4,405 shares; 2025Q2: 4,039 shares; 2025Q3: 3,890 shares; 2025Q4: 4,023 shares; 2026Q1: 3,534 shares 3,534 $362K 0.02% -489 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 567 shares; 2026Q1: 658 shares 658 $361K 0.02% +91 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: 7,310 shares; 2026Q1: 7,310 shares 7,310 $361K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,052 shares; 2026Q1: 2,709 shares 2,709 $358K 0.02% +657 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,750 shares; 2025Q3: 6,911 shares; 2025Q4: 6,812 shares; 2026Q1: 13,809 shares 13,809 $358K 0.02% +6,997 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: 10,895 shares; 2024Q4: 11,054 shares; 2025Q1: 13,290 shares; 2025Q2: 2,810 shares; 2025Q3: not reported; 2025Q4: 3,927 shares; 2026Q1: 3,634 shares 3,634 $358K 0.02% -293 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 6,804 shares; 2025Q1: 7,842 shares; 2025Q2: 8,107 shares; 2025Q3: 7,584 shares; 2025Q4: 9,582 shares; 2026Q1: 9,371 shares 9,371 $356K 0.02% -211 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,125 shares; 2025Q4: 840 shares; 2026Q1: 1,282 shares 1,282 $355K 0.02% +442 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: 1,175 shares; 2025Q4: 1,255 shares; 2026Q1: 1,716 shares 1,716 $354K 0.02% +461 Timeline IBMP 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: 9,951 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares; 2025Q3: 13,914 shares; 2025Q4: 13,914 shares; 2026Q1: 13,914 shares 13,914 $354K 0.02% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,214 shares 13,214 $351K 0.02% new 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: not reported; 2025Q4: 845 shares; 2026Q1: 797 shares 797 $348K 0.02% -48 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,301 shares 9,301 $346K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares 353 $346K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,354 shares 7,354 $346K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 890 shares; 2025Q2: 904 shares; 2025Q3: 1,228 shares; 2025Q4: 836 shares; 2026Q1: 1,317 shares 1,317 $345K 0.02% +481 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 1,684 shares; 2026Q1: 1,874 shares 1,874 $344K 0.02% +190 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 784 shares; 2025Q4: 753 shares; 2026Q1: 992 shares 992 $342K 0.02% +239 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares 1,302 $341K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,131 shares 6,131 $340K 0.02% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,629 shares; 2026Q1: 5,808 shares 5,808 $339K 0.02% -821 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: 408 shares; 2026Q1: 496 shares 496 $338K 0.02% +88 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,598 shares 8,598 $337K 0.02% 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: 3,611 shares 3,611 $337K 0.02% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $336K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,865 shares; 2025Q1: 1,941 shares; 2025Q2: 2,146 shares; 2025Q3: 1,943 shares; 2025Q4: 1,309 shares; 2026Q1: 1,611 shares 1,611 $336K 0.02% +302 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,382 shares; 2025Q1: 3,350 shares; 2025Q2: 3,886 shares; 2025Q3: 3,374 shares; 2025Q4: 3,804 shares; 2026Q1: 4,177 shares 4,177 $334K 0.02% +373 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,049 shares; 2025Q3: 5,081 shares; 2025Q4: 4,933 shares; 2026Q1: 5,424 shares 5,424 $333K 0.02% +491 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 588 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 687 shares 687 $333K 0.02% +75 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,236 shares; 2025Q1: 2,195 shares; 2025Q2: 1,600 shares; 2025Q3: 1,613 shares; 2025Q4: 1,631 shares; 2026Q1: 1,783 shares 1,783 $333K 0.02% +152 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,107 shares 2,107 $333K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,078 shares; 2025Q4: 2,151 shares; 2026Q1: 2,521 shares 2,521 $330K 0.02% +370 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,354 shares; 2025Q3: 1,104 shares; 2025Q4: 1,110 shares; 2026Q1: 1,426 shares 1,426 $329K 0.02% +316 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,819 shares 3,819 $329K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 238 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 255 shares; 2025Q4: 219 shares; 2026Q1: 301 shares 301 $328K 0.02% +82 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 15,002 shares 15,002 $328K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 998 shares 998 $326K 0.02% +189 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 253 shares; 2026Q1: 296 shares 296 $324K 0.02% +43 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,351 shares 8,351 $320K 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,538 shares 2,538 $319K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 20,738 shares; 2025Q1: 27,671 shares; 2025Q2: 29,432 shares; 2025Q3: 23,449 shares; 2025Q4: 26,446 shares; 2026Q1: 31,874 shares 31,874 $319K 0.02% +5,428 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,907 shares; 2025Q1: 3,027 shares; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 3,384 shares; 2026Q1: 3,383 shares 3,383 $317K 0.02% -1 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 795 shares; 2025Q2: 1,166 shares; 2025Q3: 781 shares; 2025Q4: 1,034 shares; 2026Q1: 1,073 shares 1,073 $317K 0.02% +39 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,113 shares; 2025Q1: 1,300 shares; 2025Q2: 2,005 shares; 2025Q3: 1,534 shares; 2025Q4: 1,552 shares; 2026Q1: 1,829 shares 1,829 $316K 0.02% +277 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,730 shares; 2025Q3: 3,710 shares; 2025Q4: 4,060 shares; 2026Q1: 4,197 shares 4,197 $315K 0.02% +137 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: 4,064 shares; 2026Q1: 3,789 shares 3,789 $315K 0.02% -275 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 849 shares; 2025Q1: 1,369 shares; 2025Q2: 1,578 shares; 2025Q3: 917 shares; 2025Q4: 1,104 shares; 2026Q1: 1,169 shares 1,169 $312K 0.02% +65 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 530 shares; 2025Q4: not reported; 2026Q1: 706 shares 706 $307K 0.02% new 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: 902 shares; 2025Q2: 1,057 shares; 2025Q3: 1,155 shares; 2025Q4: 1,005 shares; 2026Q1: 1,053 shares 1,053 $307K 0.02% +48 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 1,130 shares; 2026Q1: 1,487 shares 1,487 $306K 0.02% +357 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,416 shares; 2025Q3: 1,435 shares; 2025Q4: 1,463 shares; 2026Q1: 2,090 shares 2,090 $304K 0.02% +627 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,750 shares; 2025Q2: 10,493 shares; 2025Q3: 10,498 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $303K 0.02% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,642 shares; 2025Q1: 1,745 shares; 2025Q2: 2,104 shares; 2025Q3: 2,225 shares; 2025Q4: 2,719 shares; 2026Q1: 2,762 shares 2,762 $301K 0.02% +43 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 3,959 shares; 2025Q1: 4,032 shares; 2025Q2: 3,970 shares; 2025Q3: 4,012 shares; 2025Q4: 3,998 shares; 2026Q1: 4,182 shares 4,182 $300K 0.02% +184 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 738 shares; 2025Q4: 794 shares; 2026Q1: 951 shares 951 $299K 0.02% +157 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 896 shares; 2025Q4: 917 shares; 2026Q1: 1,244 shares 1,244 $298K 0.02% +327 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 1,120 shares; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,340 shares 1,340 $293K 0.02% +315 Timeline CRH CRH PLC More: the full row for CRH 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: 1,779 shares; 2026Q1: 2,749 shares 2,749 $290K 0.02% +970 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $287K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 2,387 shares; 2025Q1: 2,417 shares; 2025Q2: 2,958 shares; 2025Q3: 3,106 shares; 2025Q4: 3,063 shares; 2026Q1: 2,577 shares 2,577 $287K 0.02% -486 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,184 shares; 2026Q1: 2,549 shares 2,549 $286K 0.02% +365 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,121 shares 4,121 $286K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS 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: 948 shares 948 $282K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 4,321 shares 4,321 $282K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,124 shares 1,124 $282K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,482 shares; 2025Q1: 1,679 shares; 2025Q2: 2,386 shares; 2025Q3: 2,494 shares; 2025Q4: 2,425 shares; 2026Q1: 2,449 shares 2,449 $282K 0.01% +24 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 2,529 shares; 2025Q1: 2,842 shares; 2025Q2: 3,314 shares; 2025Q3: 2,831 shares; 2025Q4: 3,071 shares; 2026Q1: 3,497 shares 3,497 $280K 0.01% +426 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares; 2026Q1: 519 shares 519 $279K 0.01% +81 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 596 shares; 2025Q1: 560 shares; 2025Q2: 983 shares; 2025Q3: 912 shares; 2025Q4: 1,162 shares; 2026Q1: 949 shares 949 $278K 0.01% -213 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 434 shares 434 $276K 0.01% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 2,679 shares; 2026Q1: 3,013 shares 3,013 $275K 0.01% +334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 4,266 shares; 2025Q4: 4,299 shares; 2026Q1: 4,453 shares 4,453 $275K 0.01% +154 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: 499 shares; 2024Q4: 514 shares; 2025Q1: 531 shares; 2025Q2: 618 shares; 2025Q3: 569 shares; 2025Q4: 548 shares; 2026Q1: 619 shares 619 $275K 0.01% +71 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,501 shares 1,501 $273K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,071 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,407 shares 2,407 $272K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares 2,349 $272K 0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,288 shares; 2025Q1: 2,324 shares; 2025Q2: 2,494 shares; 2025Q3: 3,077 shares; 2025Q4: 3,795 shares; 2026Q1: 1,712 shares 1,712 $271K 0.01% -2,083 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 148 shares; 2025Q3: 139 shares; 2025Q4: 145 shares; 2026Q1: 156 shares 156 $270K 0.01% +11 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,276 shares; 2025Q4: 9,276 shares; 2026Q1: 9,390 shares 9,390 $269K 0.01% +114 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,552 shares 4,552 $269K 0.01% new 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: 14,376 shares; 2024Q4: 13,652 shares; 2025Q1: 19,984 shares; 2025Q2: 24,125 shares; 2025Q3: 24,162 shares; 2025Q4: 22,395 shares; 2026Q1: 23,220 shares 23,220 $268K 0.01% +825 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares; 2026Q1: 9,721 shares 9,721 $267K 0.01% +2,272 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,355 shares; 2025Q2: 2,741 shares; 2025Q3: not reported; 2025Q4: 2,617 shares; 2026Q1: 3,538 shares 3,538 $266K 0.01% +921 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 2,851 shares; 2025Q1: 2,978 shares; 2025Q2: 3,154 shares; 2025Q3: 4,055 shares; 2025Q4: 5,050 shares; 2026Q1: 4,733 shares 4,733 $264K 0.01% -317 Timeline IBTJ 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: 14,902 shares; 2024Q4: 14,235 shares; 2025Q1: 12,079 shares; 2025Q2: 12,079 shares; 2025Q3: 12,079 shares; 2025Q4: 12,079 shares; 2026Q1: 12,079 shares 12,079 $264K 0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,264 shares; 2026Q1: 12,086 shares 12,086 $262K 0.01% +1,822 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,859 shares; 2025Q2: 10,859 shares; 2025Q3: 10,254 shares; 2025Q4: 15,346 shares; 2026Q1: 15,951 shares 15,951 $259K 0.01% +605 Timeline IBTH 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: 14,254 shares; 2024Q4: 13,600 shares; 2025Q1: 11,483 shares; 2025Q2: 11,483 shares; 2025Q3: 11,483 shares; 2025Q4: 11,483 shares; 2026Q1: 11,483 shares 11,483 $258K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,272 shares; 2025Q1: 2,273 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,275 shares; 2026Q1: 2,276 shares 2,276 $257K 0.01% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares; 2025Q4: not reported; 2026Q1: 1,651 shares 1,651 $257K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares 3,504 $255K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,235 shares; 2026Q1: 3,209 shares 3,209 $254K 0.01% -26 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,293 shares; 2024Q4: 11,292 shares; 2025Q1: 11,768 shares; 2025Q2: 12,714 shares; 2025Q3: 13,088 shares; 2025Q4: 12,169 shares; 2026Q1: 13,449 shares 13,449 $254K 0.01% +1,280 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: not reported; 2026Q1: 2,483 shares 2,483 $254K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,801 shares 3,801 $253K 0.01% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to 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: 783 shares 783 $253K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,455 shares; 2025Q1: 3,701 shares; 2025Q2: 4,019 shares; 2025Q3: 3,784 shares; 2025Q4: 3,272 shares; 2026Q1: 3,262 shares 3,262 $251K 0.01% -10 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520 shares 1,520 $249K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,259 shares; 2025Q1: 1,477 shares; 2025Q2: 1,638 shares; 2025Q3: 1,217 shares; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $249K 0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,634 shares; 2026Q1: 1,315 shares 1,315 $247K 0.01% -319 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,937 shares 2,937 $246K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436 shares 436 $245K 0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,677 shares; 2025Q3: 2,881 shares; 2025Q4: 2,844 shares; 2026Q1: 3,160 shares 3,160 $245K 0.01% +316 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 4,085 shares; 2025Q1: 3,854 shares; 2025Q2: 4,998 shares; 2025Q3: 5,828 shares; 2025Q4: 5,026 shares; 2026Q1: 4,582 shares 4,582 $244K 0.01% -444 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 2,499 shares 2,499 $243K 0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 939 shares 939 $239K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 906 shares; 2025Q3: 939 shares; 2025Q4: not reported; 2026Q1: 1,816 shares 1,816 $236K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 990 shares 990 $236K 0.01% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,223 shares 9,223 $235K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $235K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: not reported; 2025Q1: 2,735 shares; 2025Q2: 3,314 shares; 2025Q3: 3,337 shares; 2025Q4: 3,350 shares; 2026Q1: 3,283 shares 3,283 $234K 0.01% -67 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares; 2026Q1: 1,756 shares 1,756 $230K 0.01% +213 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,161 shares; 2025Q3: 34,455 shares; 2025Q4: 34,585 shares; 2026Q1: 34,585 shares 34,585 $229K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: not reported; 2025Q1: 3,467 shares; 2025Q2: 3,447 shares; 2025Q3: 3,418 shares; 2025Q4: 3,153 shares; 2026Q1: 3,296 shares 3,296 $228K 0.01% +143 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 2,685 shares 2,685 $227K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,458 shares 2,458 $227K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,420 shares 5,420 $226K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,088 shares; 2025Q4: 12,378 shares; 2026Q1: 19,994 shares 19,994 $226K 0.01% +7,616 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,105 shares 3,105 $225K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 1,762 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,845 shares 1,845 $224K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 671 shares; 2025Q4: 695 shares; 2026Q1: 778 shares 778 $223K 0.01% +83 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,976 shares; 2025Q3: 7,146 shares; 2025Q4: not reported; 2026Q1: 6,630 shares 6,630 $222K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 774 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 816 shares 816 $222K 0.01% -16 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,059 shares; 2026Q1: 18,655 shares 18,655 $222K 0.01% +1,596 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 1,128 shares 1,128 $221K 0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,259 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares; 2025Q4: 11,259 shares; 2026Q1: 11,259 shares 11,259 $221K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,211 shares 2,211 $219K 0.01% new Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $219K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: not reported; 2026Q1: 935 shares 935 $217K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,506 shares; 2025Q1: 5,497 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,552 shares 3,552 $217K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 761 shares 761 $216K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,922 shares; 2025Q1: 2,063 shares; 2025Q2: 2,382 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,824 shares 1,824 $216K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 763 shares 763 $215K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,862 shares 1,862 $215K 0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,241 shares 3,241 $214K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares 664 $213K 0.01% new Timeline SCMB 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: 32,697 shares; 2025Q1: 36,207 shares; 2025Q2: 41,046 shares; 2025Q3: 8,349 shares; 2025Q4: 8,349 shares; 2026Q1: 8,349 shares 8,349 $213K 0.01% 0 Timeline EPP 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: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $213K 0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 3,195 shares 3,195 $212K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 586 shares 586 $207K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to 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: 4,289 shares 4,289 $207K 0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $206K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,356 shares; 2025Q4: 1,389 shares; 2026Q1: 1,500 shares 1,500 $203K 0.01% +111 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares 799 $200K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 14,592 shares; 2025Q3: not reported; 2025Q4: 20,804 shares; 2026Q1: 21,343 shares 21,343 $192K 0.01% +539 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,006 shares; 2025Q4: not reported; 2026Q1: 10,526 shares 10,526 $146K 0.01% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to 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: 11,918 shares 11,918 $134K 0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 15,195 shares 15,195 $133K 0.01% new Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT 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: 30,127 shares 30,127 $123K 0.01% new Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,874 shares 17,874 $118K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,414 shares 10,414 $106K 0.01% new Timeline RPD RAPID7 INC More: the full row for RAPID7 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: 16,785 shares 16,785 $92.5K <0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,509 shares 10,509 $88.8K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,785 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,130 shares 15,130 $76.1K <0.01% new Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR 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: 11,269 shares 11,269 $71.8K <0.01% new Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,498 shares; 2025Q3: 12,498 shares; 2025Q4: 12,498 shares; 2026Q1: 12,498 shares 12,498 $56.1K <0.01% 0 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,871 shares; 2025Q3: 14,202 shares; 2025Q4: 15,382 shares; 2026Q1: 14,202 shares 14,202 $55.1K <0.01% -1,180 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,178 shares 10,178 $49.2K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,705 shares; 2025Q3: not reported; 2025Q4: 48,453 shares; 2026Q1: 16,552 shares 16,552 $35.1K <0.01% -31,901 Timeline