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: restricted; 2024Q4: 48,909 shares; 2025Q1: 48,916 shares; 2025Q2: 48,859 shares; 2025Q3: 49,147 shares; 2025Q4: not loaded; 2026Q1: 48,100 shares 48,100 $23M 9.43% 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: restricted; 2024Q4: 25,605 shares; 2025Q1: 26,388 shares; 2025Q2: 29,579 shares; 2025Q3: 30,033 shares; 2025Q4: not loaded; 2026Q1: 26,669 shares 26,669 $7.67M 3.14% 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: restricted; 2024Q4: 24,505 shares; 2025Q1: 27,467 shares; 2025Q2: 30,933 shares; 2025Q3: 51,353 shares; 2025Q4: not loaded; 2026Q1: 62,767 shares 62,767 $6.32M 2.58% Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,742 shares; 2025Q1: 40,829 shares; 2025Q2: 44,576 shares; 2025Q3: 54,708 shares; 2025Q4: not loaded; 2026Q1: 69,547 shares 69,547 $5.45M 2.23% Timeline SHV 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: restricted; 2024Q4: 65,858 shares; 2025Q1: 54,484 shares; 2025Q2: 48,573 shares; 2025Q3: 43,779 shares; 2025Q4: not loaded; 2026Q1: 37,315 shares 37,315 $4.12M 1.68% 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: restricted; 2024Q4: 7,355 shares; 2025Q1: 7,057 shares; 2025Q2: 7,192 shares; 2025Q3: 7,810 shares; 2025Q4: not loaded; 2026Q1: 6,868 shares 6,868 $4.1M 1.68% Timeline FLRN 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: restricted; 2024Q4: 40,144 shares; 2025Q1: 55,528 shares; 2025Q2: 68,229 shares; 2025Q3: 94,637 shares; 2025Q4: not loaded; 2026Q1: 126,250 shares 126,250 $3.89M 1.59% 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: restricted; 2024Q4: 1,968 shares; 2025Q1: 1,964 shares; 2025Q2: 1,964 shares; 2025Q3: 1,979 shares; 2025Q4: not loaded; 2026Q1: 1,938 shares 1,938 $3.71M 1.52% 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: restricted; 2024Q4: 13,242 shares; 2025Q1: 13,244 shares; 2025Q2: 13,234 shares; 2025Q3: 13,235 shares; 2025Q4: not loaded; 2026Q1: 12,838 shares 12,838 $3.68M 1.51% 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: restricted; 2024Q4: 30,134 shares; 2025Q1: 29,133 shares; 2025Q2: 28,168 shares; 2025Q3: 27,717 shares; 2025Q4: not loaded; 2026Q1: 26,523 shares 26,523 $3.67M 1.5% Timeline VO 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: restricted; 2024Q4: 9,585 shares; 2025Q1: 10,347 shares; 2025Q2: 11,193 shares; 2025Q3: 12,188 shares; 2025Q4: not loaded; 2026Q1: 12,583 shares 12,583 $3.61M 1.48% 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: restricted; 2024Q4: 8,668 shares; 2025Q1: 9,560 shares; 2025Q2: 10,794 shares; 2025Q3: 11,776 shares; 2025Q4: not loaded; 2026Q1: 12,750 shares 12,750 $3.34M 1.37% 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: restricted; 2024Q4: 2,825 shares; 2025Q1: 3,130 shares; 2025Q2: 3,912 shares; 2025Q3: 4,008 shares; 2025Q4: not loaded; 2026Q1: 5,458 shares 5,458 $3.12M 1.28% Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,484 shares; 2025Q1: 48,711 shares; 2025Q2: 74,081 shares; 2025Q3: 94,902 shares; 2025Q4: not loaded; 2026Q1: 114,815 shares 114,815 $2.88M 1.18% 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: restricted; 2024Q4: 32,530 shares; 2025Q1: 27,572 shares; 2025Q2: 38,146 shares; 2025Q3: 48,602 shares; 2025Q4: not loaded; 2026Q1: 41,838 shares 41,838 $2.54M 1.04% 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: restricted; 2024Q4: 4,199 shares; 2025Q1: 6,223 shares; 2025Q2: 6,367 shares; 2025Q3: 5,656 shares; 2025Q4: not loaded; 2026Q1: 6,766 shares 6,766 $2.5M 1.02% 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: restricted; 2024Q4: 6,431 shares; 2025Q1: 8,886 shares; 2025Q2: 11,434 shares; 2025Q3: 13,276 shares; 2025Q4: not loaded; 2026Q1: 12,887 shares 12,887 $2.5M 1.02% Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,182 shares; 2025Q1: 49,600 shares; 2025Q2: 49,145 shares; 2025Q3: 44,597 shares; 2025Q4: not loaded; 2026Q1: 41,615 shares 41,615 $2.44M 1% 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: restricted; 2024Q4: 12,858 shares; 2025Q1: 14,083 shares; 2025Q2: 15,618 shares; 2025Q3: 16,372 shares; 2025Q4: not loaded; 2026Q1: 17,994 shares 17,994 $2.32M 0.95% 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: restricted; 2024Q4: 14,362 shares; 2025Q1: 17,294 shares; 2025Q2: 21,597 shares; 2025Q3: 34,758 shares; 2025Q4: not loaded; 2026Q1: 47,122 shares 47,122 $2.21M 0.9% 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: restricted; 2024Q4: 28,007 shares; 2025Q1: 29,025 shares; 2025Q2: 28,524 shares; 2025Q3: 28,348 shares; 2025Q4: not loaded; 2026Q1: 25,402 shares 25,402 $2.2M 0.9% 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: restricted; 2024Q4: 329 shares; 2025Q1: 1,784 shares; 2025Q2: 13,692 shares; 2025Q3: 14,172 shares; 2025Q4: not loaded; 2026Q1: 13,948 shares 13,948 $2.17M 0.89% Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,803 shares; 2025Q1: 27,349 shares; 2025Q2: 42,099 shares; 2025Q3: 55,806 shares; 2025Q4: not loaded; 2026Q1: 69,306 shares 69,306 $2.11M 0.86% Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,770 shares; 2025Q1: 18,093 shares; 2025Q2: 19,457 shares; 2025Q3: 20,414 shares; 2025Q4: not loaded; 2026Q1: 22,886 shares 22,886 $2.06M 0.84% 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: restricted; 2024Q4: 19,086 shares; 2025Q1: 28,065 shares; 2025Q2: 31,167 shares; 2025Q3: 33,007 shares; 2025Q4: not loaded; 2026Q1: 31,315 shares 31,315 $2.02M 0.83% Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,614 shares; 2025Q1: 10,364 shares; 2025Q2: 13,500 shares; 2025Q3: 27,117 shares; 2025Q4: not loaded; 2026Q1: 42,106 shares 42,106 $2.02M 0.83% 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: restricted; 2024Q4: 5,921 shares; 2025Q1: 6,212 shares; 2025Q2: 6,637 shares; 2025Q3: 6,684 shares; 2025Q4: not loaded; 2026Q1: 9,637 shares 9,637 $2.01M 0.82% Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,245 shares; 2025Q1: 24,297 shares; 2025Q2: 23,236 shares; 2025Q3: 22,595 shares; 2025Q4: not loaded; 2026Q1: 20,833 shares 20,833 $1.95M 0.8% 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: restricted; 2024Q4: 5,492 shares; 2025Q1: 8,219 shares; 2025Q2: 11,136 shares; 2025Q3: 24,799 shares; 2025Q4: not loaded; 2026Q1: 37,036 shares 37,036 $1.95M 0.8% 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: restricted; 2024Q4: 5,191 shares; 2025Q1: 6,200 shares; 2025Q2: 7,414 shares; 2025Q3: 8,036 shares; 2025Q4: not loaded; 2026Q1: 8,965 shares 8,965 $1.93M 0.79% 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: restricted; 2024Q4: 3,740 shares; 2025Q1: 3,561 shares; 2025Q2: 3,461 shares; 2025Q3: 3,948 shares; 2025Q4: not loaded; 2026Q1: 3,314 shares 3,314 $1.91M 0.78% 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: restricted; 2024Q4: 9,092 shares; 2025Q1: 10,237 shares; 2025Q2: 10,755 shares; 2025Q3: 9,409 shares; 2025Q4: not loaded; 2026Q1: 5,636 shares 5,636 $1.9M 0.78% Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: not loaded; 2026Q1: 3,200 shares 3,200 $1.9M 0.78% Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,348 shares; 2025Q1: 25,213 shares; 2025Q2: 25,063 shares; 2025Q3: 25,063 shares; 2025Q4: not loaded; 2026Q1: 25,063 shares 25,063 $1.85M 0.76% 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: restricted; 2024Q4: 3,716 shares; 2025Q1: 6,975 shares; 2025Q2: 7,581 shares; 2025Q3: 6,162 shares; 2025Q4: not loaded; 2026Q1: 11,978 shares 11,978 $1.76M 0.72% Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 765 shares; 2025Q1: 2,250 shares; 2025Q2: 12,928 shares; 2025Q3: 16,603 shares; 2025Q4: not loaded; 2026Q1: 16,676 shares 16,676 $1.73M 0.71% 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: restricted; 2024Q4: 5,824 shares; 2025Q1: 9,725 shares; 2025Q2: 14,976 shares; 2025Q3: 19,030 shares; 2025Q4: not loaded; 2026Q1: 22,353 shares 22,353 $1.68M 0.69% Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,849 shares; 2025Q1: 40,965 shares; 2025Q2: 40,043 shares; 2025Q3: 39,839 shares; 2025Q4: not loaded; 2026Q1: 41,693 shares 41,693 $1.66M 0.68% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,214 shares; 2025Q1: 14,336 shares; 2025Q2: 15,051 shares; 2025Q3: 17,705 shares; 2025Q4: not loaded; 2026Q1: 21,314 shares 21,314 $1.65M 0.67% 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: restricted; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 10,264 shares; 2025Q3: 13,271 shares; 2025Q4: not loaded; 2026Q1: 13,486 shares 13,486 $1.63M 0.67% Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,581 shares; 2025Q1: 10,528 shares; 2025Q2: 10,535 shares; 2025Q3: 10,540 shares; 2025Q4: not loaded; 2026Q1: 10,552 shares 10,552 $1.63M 0.67% 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: restricted; 2024Q4: 8,321 shares; 2025Q1: 9,261 shares; 2025Q2: 10,358 shares; 2025Q3: 9,753 shares; 2025Q4: not loaded; 2026Q1: 9,310 shares 9,310 $1.62M 0.66% Timeline SPLV 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: restricted; 2024Q4: 28,556 shares; 2025Q1: 28,570 shares; 2025Q2: 28,237 shares; 2025Q3: 23,418 shares; 2025Q4: not loaded; 2026Q1: 22,107 shares 22,107 $1.62M 0.66% Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,671 shares; 2025Q1: 148,163 shares; 2025Q2: 150,648 shares; 2025Q3: 120,118 shares; 2025Q4: not loaded; 2026Q1: 144,736 shares 144,736 $1.59M 0.65% Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,069 shares; 2025Q1: 15,314 shares; 2025Q2: 23,776 shares; 2025Q3: 29,240 shares; 2025Q4: not loaded; 2026Q1: 34,524 shares 34,524 $1.58M 0.64% Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,476 shares; 2025Q1: 28,378 shares; 2025Q2: 28,586 shares; 2025Q3: 29,217 shares; 2025Q4: not loaded; 2026Q1: 21,679 shares 21,679 $1.58M 0.64% 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: restricted; 2024Q4: 13,626 shares; 2025Q1: 14,671 shares; 2025Q2: 16,120 shares; 2025Q3: 15,535 shares; 2025Q4: not loaded; 2026Q1: 15,807 shares 15,807 $1.56M 0.64% Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 5,000 shares; 2025Q2: 4,500 shares; 2025Q3: 18,759 shares; 2025Q4: not loaded; 2026Q1: 52,389 shares 52,389 $1.55M 0.63% Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,376 shares; 2025Q1: 18,051 shares; 2025Q2: 18,051 shares; 2025Q3: 18,051 shares; 2025Q4: not loaded; 2026Q1: 18,051 shares 18,051 $1.54M 0.63% Timeline STIP 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: restricted; 2024Q4: 818 shares; 2025Q1: 1,542 shares; 2025Q2: 7,375 shares; 2025Q3: 12,493 shares; 2025Q4: not loaded; 2026Q1: 14,190 shares 14,190 $1.47M 0.6% Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,045 shares; 2025Q1: 17,654 shares; 2025Q2: 18,364 shares; 2025Q3: 18,330 shares; 2025Q4: not loaded; 2026Q1: 14,716 shares 14,716 $1.36M 0.56% 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: restricted; 2024Q4: 5,124 shares; 2025Q1: 5,666 shares; 2025Q2: 10,191 shares; 2025Q3: 14,581 shares; 2025Q4: not loaded; 2026Q1: 17,460 shares 17,460 $1.35M 0.55% 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: restricted; 2024Q4: 7,004 shares; 2025Q1: 12,933 shares; 2025Q2: 21,479 shares; 2025Q3: 23,338 shares; 2025Q4: not loaded; 2026Q1: 10,710 shares 10,710 $1.29M 0.53% 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: restricted; 2024Q4: 4,688 shares; 2025Q1: 4,365 shares; 2025Q2: 4,296 shares; 2025Q3: 4,394 shares; 2025Q4: not loaded; 2026Q1: 3,947 shares 3,947 $1.27M 0.52% 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: restricted; 2024Q4: 12,488 shares; 2025Q1: 12,652 shares; 2025Q2: 5,571 shares; 2025Q3: 5,743 shares; 2025Q4: not loaded; 2026Q1: 13,116 shares 13,116 $1.26M 0.52% 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: restricted; 2024Q4: 5,683 shares; 2025Q1: 5,599 shares; 2025Q2: 11,782 shares; 2025Q3: 13,901 shares; 2025Q4: not loaded; 2026Q1: 8,702 shares 8,702 $1.26M 0.51% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,317 shares; 2025Q1: 591 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 12,970 shares 12,970 $1.25M 0.51% Timeline ICVT 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: restricted; 2024Q4: 6,800 shares; 2025Q1: 7,242 shares; 2025Q2: 7,939 shares; 2025Q3: 9,915 shares; 2025Q4: not loaded; 2026Q1: 12,012 shares 12,012 $1.22M 0.5% 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: restricted; 2024Q4: 4,002 shares; 2025Q1: 5,777 shares; 2025Q2: 13,357 shares; 2025Q3: 14,486 shares; 2025Q4: not loaded; 2026Q1: 7,108 shares 7,108 $1.21M 0.49% 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: restricted; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 4,784 shares; 2025Q3: 12,633 shares; 2025Q4: not loaded; 2026Q1: 21,312 shares 21,312 $1.2M 0.49% 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: restricted; 2024Q4: 1,683 shares; 2025Q1: 2,360 shares; 2025Q2: 4,655 shares; 2025Q3: 4,903 shares; 2025Q4: not loaded; 2026Q1: 4,978 shares 4,978 $1.18M 0.48% 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: restricted; 2024Q4: 15,324 shares; 2025Q1: 15,339 shares; 2025Q2: 15,354 shares; 2025Q3: 13,650 shares; 2025Q4: not loaded; 2026Q1: 13,621 shares 13,621 $1.15M 0.47% 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: restricted; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 2,284 shares; 2025Q4: not loaded; 2026Q1: 6,641 shares 6,641 $1.15M 0.47% Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,998 shares; 2025Q1: 57,998 shares; 2025Q2: 54,976 shares; 2025Q3: 51,732 shares; 2025Q4: not loaded; 2026Q1: 47,928 shares 47,928 $1.14M 0.47% Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 4,440 shares; 2025Q4: not loaded; 2026Q1: 11,621 shares 11,621 $1.14M 0.46% Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 3,209 shares; 2025Q2: 4,363 shares; 2025Q3: 9,715 shares; 2025Q4: not loaded; 2026Q1: 10,996 shares 10,996 $1.13M 0.46% Timeline VWOB 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: restricted; 2024Q4: 1,501 shares; 2025Q1: 3,842 shares; 2025Q2: 5,203 shares; 2025Q3: 8,889 shares; 2025Q4: not loaded; 2026Q1: 17,169 shares 17,169 $1.13M 0.46% 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: restricted; 2024Q4: 255 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,566 shares 6,566 $1.12M 0.46% 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: restricted; 2024Q4: 600 shares; 2025Q1: 1,545 shares; 2025Q2: 2,301 shares; 2025Q3: 2,992 shares; 2025Q4: not loaded; 2026Q1: 9,200 shares 9,200 $1.11M 0.46% 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: restricted; 2024Q4: 5,671 shares; 2025Q1: 5,671 shares; 2025Q2: 5,569 shares; 2025Q3: 5,552 shares; 2025Q4: not loaded; 2026Q1: 7,583 shares 7,583 $1.1M 0.45% 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: restricted; 2024Q4: 58,448 shares; 2025Q1: 80,825 shares; 2025Q2: 62,537 shares; 2025Q3: 76,186 shares; 2025Q4: not loaded; 2026Q1: 38,948 shares 38,948 $1.09M 0.45% 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,057 shares; 2025Q2: 1,114 shares; 2025Q3: 1,873 shares; 2025Q4: not loaded; 2026Q1: 5,274 shares 5,274 $1.05M 0.43% Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,250 shares; 2025Q1: 8,664 shares; 2025Q2: 10,726 shares; 2025Q3: 18,648 shares; 2025Q4: not loaded; 2026Q1: 46,791 shares 46,791 $1.04M 0.43% 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: restricted; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 511 shares; 2025Q3: 1,671 shares; 2025Q4: not loaded; 2026Q1: 3,797 shares 3,797 $1.03M 0.42% Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 12,106 shares; 2025Q3: 12,611 shares; 2025Q4: not loaded; 2026Q1: 22,374 shares 22,374 $1.03M 0.42% 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: restricted; 2024Q4: 554 shares; 2025Q1: 502 shares; 2025Q2: 487 shares; 2025Q3: 486 shares; 2025Q4: not loaded; 2026Q1: 10,361 shares 10,361 $996K 0.41% Timeline USMV 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: restricted; 2024Q4: 14,313 shares; 2025Q1: 14,319 shares; 2025Q2: 14,326 shares; 2025Q3: 11,469 shares; 2025Q4: not loaded; 2026Q1: 10,674 shares 10,674 $990K 0.4% 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: restricted; 2024Q4: 1,801 shares; 2025Q1: 4,561 shares; 2025Q2: 5,461 shares; 2025Q3: 5,296 shares; 2025Q4: not loaded; 2026Q1: 3,028 shares 3,028 $963K 0.39% 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: restricted; 2024Q4: 5,497 shares; 2025Q1: 8,359 shares; 2025Q2: 10,402 shares; 2025Q3: 11,625 shares; 2025Q4: not loaded; 2026Q1: 2,816 shares 2,816 $962K 0.39% Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,698 shares; 2025Q1: 12,798 shares; 2025Q2: 12,462 shares; 2025Q3: 12,208 shares; 2025Q4: not loaded; 2026Q1: 11,266 shares 11,266 $957K 0.39% Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 78,843 shares; 2025Q3: 78,343 shares; 2025Q4: not loaded; 2026Q1: 67,768 shares 67,768 $955K 0.39% Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,572 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,178 shares; 2025Q4: not loaded; 2026Q1: 3,178 shares 3,178 $923K 0.38% Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,575 shares; 2025Q1: 13,733 shares; 2025Q2: 9,260 shares; 2025Q3: 7,665 shares; 2025Q4: not loaded; 2026Q1: 8,228 shares 8,228 $921K 0.38% 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: restricted; 2024Q4: 18,386 shares; 2025Q1: 19,053 shares; 2025Q2: 6,692 shares; 2025Q3: 11,787 shares; 2025Q4: not loaded; 2026Q1: 11,834 shares 11,834 $918K 0.38% Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,306 shares; 2025Q3: 12,387 shares; 2025Q4: not loaded; 2026Q1: 19,063 shares 19,063 $906K 0.37% 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: restricted; 2024Q4: 675 shares; 2025Q1: 2,170 shares; 2025Q2: 6,627 shares; 2025Q3: 9,346 shares; 2025Q4: not loaded; 2026Q1: 24,649 shares 24,649 $906K 0.37% Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,517 shares; 2025Q1: 10,093 shares; 2025Q2: 9,643 shares; 2025Q3: 10,433 shares; 2025Q4: not loaded; 2026Q1: 8,100 shares 8,100 $903K 0.37% 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: restricted; 2024Q4: 15,031 shares; 2025Q1: 14,524 shares; 2025Q2: 13,950 shares; 2025Q3: 13,849 shares; 2025Q4: not loaded; 2026Q1: 8,035 shares 8,035 $882K 0.36% 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: restricted; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,022 shares 2,022 $874K 0.36% Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,509 shares; 2025Q2: 6,838 shares; 2025Q3: 6,809 shares; 2025Q4: not loaded; 2026Q1: 6,884 shares 6,884 $871K 0.36% 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: restricted; 2024Q4: 5,065 shares; 2025Q1: 4,941 shares; 2025Q2: 3,357 shares; 2025Q3: 2,947 shares; 2025Q4: not loaded; 2026Q1: 2,947 shares 2,947 $870K 0.36% 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: restricted; 2024Q4: 4,373 shares; 2025Q1: 4,821 shares; 2025Q2: 4,498 shares; 2025Q3: 4,367 shares; 2025Q4: not loaded; 2026Q1: 3,558 shares 3,558 $870K 0.36% 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: restricted; 2024Q4: 4,361 shares; 2025Q1: 5,261 shares; 2025Q2: 5,774 shares; 2025Q3: 4,055 shares; 2025Q4: not loaded; 2026Q1: 2,801 shares 2,801 $867K 0.35% Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 2,413 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 17,649 shares 17,649 $860K 0.35% Timeline RICK RCI HOSPITALITY HLDGS INC More: the full row for RCI HOSPITALITY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,558 shares; 2025Q1: 25,558 shares; 2025Q2: 25,558 shares; 2025Q3: 25,958 shares; 2025Q4: not loaded; 2026Q1: 37,158 shares 37,158 $848K 0.35% Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 940 shares; 2025Q3: 1,140 shares; 2025Q4: not loaded; 2026Q1: 4,705 shares 4,705 $816K 0.33% 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: restricted; 2024Q4: 3,093 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,817 shares; 2025Q4: not loaded; 2026Q1: 2,647 shares 2,647 $801K 0.33% Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 4,618 shares; 2025Q3: 5,457 shares; 2025Q4: not loaded; 2026Q1: 9,196 shares 9,196 $799K 0.33% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,706 shares; 2025Q3: 24,106 shares; 2025Q4: not loaded; 2026Q1: 15,481 shares 15,481 $796K 0.33% 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: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,255 shares; 2025Q2: 1,514 shares; 2025Q3: 2,287 shares; 2025Q4: not loaded; 2026Q1: 4,251 shares 4,251 $794K 0.32% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,980 shares; 2025Q1: 11,854 shares; 2025Q2: 15,946 shares; 2025Q3: 17,239 shares; 2025Q4: not loaded; 2026Q1: 20,602 shares 20,602 $792K 0.32% 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: restricted; 2024Q4: 1,757 shares; 2025Q1: 1,819 shares; 2025Q2: 1,836 shares; 2025Q3: 2,276 shares; 2025Q4: not loaded; 2026Q1: 2,030 shares 2,030 $755K 0.31% 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: restricted; 2024Q4: 2,730 shares; 2025Q1: 2,459 shares; 2025Q2: 2,413 shares; 2025Q3: 2,309 shares; 2025Q4: not loaded; 2026Q1: 2,294 shares 2,294 $754K 0.31% Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,046 shares; 2025Q1: 2,713 shares; 2025Q2: 3,700 shares; 2025Q3: 4,225 shares; 2025Q4: not loaded; 2026Q1: 4,932 shares 4,932 $719K 0.29% 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: restricted; 2024Q4: 5,018 shares; 2025Q1: 8,810 shares; 2025Q2: 17,062 shares; 2025Q3: 17,771 shares; 2025Q4: not loaded; 2026Q1: 9,780 shares 9,780 $711K 0.29% Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: not loaded; 2026Q1: 3,221 shares 3,221 $699K 0.29% Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 1,650 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: not loaded; 2026Q1: 9,796 shares 9,796 $696K 0.28% Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,485 shares; 2025Q1: 52,485 shares; 2025Q2: 52,485 shares; 2025Q3: 52,485 shares; 2025Q4: not loaded; 2026Q1: 62,485 shares 62,485 $684K 0.28% Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,299 shares; 2025Q1: 13,174 shares; 2025Q2: 11,750 shares; 2025Q3: 23,625 shares; 2025Q4: not loaded; 2026Q1: 19,597 shares 19,597 $677K 0.28% 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: restricted; 2024Q4: 3,659 shares; 2025Q1: 4,062 shares; 2025Q2: 8,771 shares; 2025Q3: 7,231 shares; 2025Q4: not loaded; 2026Q1: 3,194 shares 3,194 $661K 0.27% 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: restricted; 2024Q4: 974 shares; 2025Q1: 1,169 shares; 2025Q2: 1,378 shares; 2025Q3: 1,527 shares; 2025Q4: not loaded; 2026Q1: 1,519 shares 1,519 $654K 0.27% Timeline IMCG 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: restricted; 2024Q4: 9,370 shares; 2025Q1: 9,370 shares; 2025Q2: 8,534 shares; 2025Q3: 8,055 shares; 2025Q4: not loaded; 2026Q1: 8,245 shares 8,245 $649K 0.27% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,169 shares 3,169 $644K 0.26% Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 4,969 shares; 2025Q4: not loaded; 2026Q1: 4,820 shares 4,820 $639K 0.26% 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: restricted; 2024Q4: 3,852 shares; 2025Q1: 2,498 shares; 2025Q2: 2,488 shares; 2025Q3: 2,835 shares; 2025Q4: not loaded; 2026Q1: 2,495 shares 2,495 $633K 0.26% Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 7,942 shares 7,942 $630K 0.26% Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,812 shares 6,812 $628K 0.26% Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 23,749 shares 23,749 $625K 0.26% 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: restricted; 2024Q4: 3,685 shares; 2025Q1: 3,704 shares; 2025Q2: 3,696 shares; 2025Q3: 3,606 shares; 2025Q4: not loaded; 2026Q1: 3,617 shares 3,617 $624K 0.26% Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,272 shares; 2025Q1: 2,940 shares; 2025Q2: 2,811 shares; 2025Q3: 2,770 shares; 2025Q4: not loaded; 2026Q1: 2,425 shares 2,425 $624K 0.26% Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,911 shares; 2025Q4: not loaded; 2026Q1: 10,323 shares 10,323 $606K 0.25% Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,411 shares; 2025Q1: 7,028 shares; 2025Q2: 6,681 shares; 2025Q3: 7,021 shares; 2025Q4: not loaded; 2026Q1: 5,451 shares 5,451 $594K 0.24% Timeline USRT 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: restricted; 2024Q4: 2,484 shares; 2025Q1: 4,064 shares; 2025Q2: 6,182 shares; 2025Q3: 7,128 shares; 2025Q4: not loaded; 2026Q1: 9,900 shares 9,900 $586K 0.24% 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: restricted; 2024Q4: 19,118 shares; 2025Q1: 18,762 shares; 2025Q2: 18,763 shares; 2025Q3: 18,176 shares; 2025Q4: not loaded; 2026Q1: 17,461 shares 17,461 $585K 0.24% Timeline XLK 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: restricted; 2024Q4: 554 shares; 2025Q1: 1,002 shares; 2025Q2: 1,515 shares; 2025Q3: 2,216 shares; 2025Q4: not loaded; 2026Q1: 4,359 shares 4,359 $579K 0.24% 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: restricted; 2024Q4: 5,247 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: not loaded; 2026Q1: 5,075 shares 5,075 $576K 0.24% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,763 shares 4,763 $563K 0.23% Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 14,233 shares 14,233 $555K 0.23% 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: restricted; 2024Q4: 876 shares; 2025Q1: 5,282 shares; 2025Q2: 6,291 shares; 2025Q3: 6,272 shares; 2025Q4: not loaded; 2026Q1: 8,337 shares 8,337 $550K 0.22% 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: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 905 shares 905 $547K 0.22% Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,101 shares; 2025Q1: 30,851 shares; 2025Q2: 47,086 shares; 2025Q3: 74,910 shares; 2025Q4: not loaded; 2026Q1: 26,270 shares 26,270 $545K 0.22% 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: restricted; 2024Q4: 144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,224 shares 6,224 $530K 0.22% Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,125 shares 10,125 $511K 0.21% Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,435 shares; 2025Q1: 23,435 shares; 2025Q2: 17,935 shares; 2025Q3: 14,029 shares; 2025Q4: not loaded; 2026Q1: 11,329 shares 11,329 $509K 0.21% 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: restricted; 2024Q4: 3,178 shares; 2025Q1: 3,469 shares; 2025Q2: 3,720 shares; 2025Q3: 3,343 shares; 2025Q4: not loaded; 2026Q1: 2,087 shares 2,087 $507K 0.21% Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,032 shares 5,032 $495K 0.2% Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,322 shares; 2025Q1: 83,561 shares; 2025Q2: 60,975 shares; 2025Q3: 92,611 shares; 2025Q4: not loaded; 2026Q1: 30,854 shares 30,854 $491K 0.2% Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 12,685 shares 12,685 $489K 0.2% 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: restricted; 2024Q4: 14,888 shares; 2025Q1: 14,283 shares; 2025Q2: 9,527 shares; 2025Q3: 8,377 shares; 2025Q4: not loaded; 2026Q1: 5,145 shares 5,145 $484K 0.2% 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: restricted; 2024Q4: not reported; 2025Q1: 8,254 shares; 2025Q2: 8,923 shares; 2025Q3: 7,409 shares; 2025Q4: not loaded; 2026Q1: 2,217 shares 2,217 $474K 0.19% Timeline DFAT 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: restricted; 2024Q4: 4,548 shares; 2025Q1: 4,557 shares; 2025Q2: 7,449 shares; 2025Q3: 7,469 shares; 2025Q4: not loaded; 2026Q1: 7,499 shares 7,499 $468K 0.19% Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,186 shares; 2025Q1: 3,468 shares; 2025Q2: 5,308 shares; 2025Q3: 6,050 shares; 2025Q4: not loaded; 2026Q1: 8,457 shares 8,457 $457K 0.19% 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: restricted; 2024Q4: 26,744 shares; 2025Q1: 29,907 shares; 2025Q2: 8,335 shares; 2025Q3: 11,303 shares; 2025Q4: not loaded; 2026Q1: 17,908 shares 17,908 $457K 0.19% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,667 shares; 2025Q4: not loaded; 2026Q1: 50,692 shares 50,692 $455K 0.19% 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: restricted; 2024Q4: 427 shares; 2025Q1: 446 shares; 2025Q2: 378 shares; 2025Q3: 461 shares; 2025Q4: not loaded; 2026Q1: 490 shares 490 $451K 0.18% 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: restricted; 2024Q4: 491 shares; 2025Q1: 569 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: not loaded; 2026Q1: 305 shares 305 $449K 0.18% Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,192 shares; 2025Q1: 4,195 shares; 2025Q2: 4,198 shares; 2025Q3: 4,144 shares; 2025Q4: not loaded; 2026Q1: 4,149 shares 4,149 $443K 0.18% 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: restricted; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 78 shares; 2025Q3: 2,062 shares; 2025Q4: not loaded; 2026Q1: 1,345 shares 1,345 $438K 0.18% Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,666 shares 10,666 $430K 0.18% 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: restricted; 2024Q4: 17,258 shares; 2025Q1: 11,644 shares; 2025Q2: 5,593 shares; 2025Q3: 7,346 shares; 2025Q4: not loaded; 2026Q1: 3,419 shares 3,419 $429K 0.18% Timeline DFUS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,794 shares; 2025Q3: 5,799 shares; 2025Q4: not loaded; 2026Q1: 5,809 shares 5,809 $412K 0.17% Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,149 shares; 2025Q1: 2,108 shares; 2025Q2: 1,922 shares; 2025Q3: 1,934 shares; 2025Q4: not loaded; 2026Q1: 1,861 shares 1,861 $404K 0.17% Timeline DHX DHI GROUP INC More: the full row for DHI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 143,498 shares 143,498 $403K 0.16% 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: restricted; 2024Q4: 10,596 shares; 2025Q1: 10,390 shares; 2025Q2: 9,728 shares; 2025Q3: 9,124 shares; 2025Q4: not loaded; 2026Q1: 8,761 shares 8,761 $396K 0.16% 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: restricted; 2024Q4: 899 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: not loaded; 2026Q1: 808 shares 808 $392K 0.16% Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 426 shares; 2025Q1: 849 shares; 2025Q2: 1,153 shares; 2025Q3: 1,334 shares; 2025Q4: not loaded; 2026Q1: 1,610 shares 1,610 $383K 0.16% Timeline DFUV 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: restricted; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 7,815 shares; 2025Q3: 7,825 shares; 2025Q4: not loaded; 2026Q1: 7,840 shares 7,840 $380K 0.16% 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: restricted; 2024Q4: 4,454 shares; 2025Q1: 2,602 shares; 2025Q2: 2,410 shares; 2025Q3: 2,259 shares; 2025Q4: not loaded; 2026Q1: 2,296 shares 2,296 $380K 0.16% 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: restricted; 2024Q4: 8,360 shares; 2025Q1: 7,865 shares; 2025Q2: 4,848 shares; 2025Q3: 4,827 shares; 2025Q4: not loaded; 2026Q1: 4,775 shares 4,775 $379K 0.15% Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,041 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: not loaded; 2026Q1: 1,171 shares 1,171 $378K 0.15% Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,992 shares; 2025Q1: 12,875 shares; 2025Q2: 10,443 shares; 2025Q3: 11,318 shares; 2025Q4: not loaded; 2026Q1: 7,736 shares 7,736 $377K 0.15% Timeline IDLV 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: restricted; 2024Q4: 16,900 shares; 2025Q1: 16,358 shares; 2025Q2: 16,358 shares; 2025Q3: 12,451 shares; 2025Q4: not loaded; 2026Q1: 10,947 shares 10,947 $377K 0.15% 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: restricted; 2024Q4: 11,008 shares; 2025Q1: 8,702 shares; 2025Q2: 4,657 shares; 2025Q3: 4,596 shares; 2025Q4: not loaded; 2026Q1: 2,666 shares 2,666 $372K 0.15% 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: restricted; 2024Q4: 3,153 shares; 2025Q1: 3,162 shares; 2025Q2: 6,909 shares; 2025Q3: 6,926 shares; 2025Q4: not loaded; 2026Q1: 6,963 shares 6,963 $368K 0.15% Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,485 shares; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: not loaded; 2026Q1: 1,476 shares 1,476 $360K 0.15% Timeline SPIP 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: restricted; 2024Q4: 20,968 shares; 2025Q1: 20,417 shares; 2025Q2: 19,431 shares; 2025Q3: 16,447 shares; 2025Q4: not loaded; 2026Q1: 13,829 shares 13,829 $360K 0.15% 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: restricted; 2024Q4: 2,241 shares; 2025Q1: 2,243 shares; 2025Q2: 2,245 shares; 2025Q3: 2,247 shares; 2025Q4: not loaded; 2026Q1: 2,251 shares 2,251 $359K 0.15% Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,448 shares; 2025Q1: 8,636 shares; 2025Q2: 5,804 shares; 2025Q3: 5,684 shares; 2025Q4: not loaded; 2026Q1: 5,484 shares 5,484 $351K 0.14% 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: restricted; 2024Q4: 320 shares; 2025Q1: 582 shares; 2025Q2: 727 shares; 2025Q3: 978 shares; 2025Q4: not loaded; 2026Q1: 264 shares 264 $349K 0.14% 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: restricted; 2024Q4: 3,208 shares; 2025Q1: 3,208 shares; 2025Q2: 3,008 shares; 2025Q3: 2,651 shares; 2025Q4: not loaded; 2026Q1: 2,851 shares 2,851 $338K 0.14% Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,686 shares; 2025Q1: 14,657 shares; 2025Q2: 5,077 shares; 2025Q3: 5,049 shares; 2025Q4: not loaded; 2026Q1: 3,977 shares 3,977 $338K 0.14% Timeline CMBS 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: restricted; 2024Q4: 9,253 shares; 2025Q1: 8,675 shares; 2025Q2: 8,228 shares; 2025Q3: 8,094 shares; 2025Q4: not loaded; 2026Q1: 6,907 shares 6,907 $337K 0.14% Timeline GRSD GRANDSTAND LTD More: the full row for GRANDSTAND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 85,000 shares 85,000 $330K 0.13% Timeline HGBL HERITAGE GLOBAL INC More: the full row for HERITAGE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,577 shares; 2025Q1: 241,165 shares; 2025Q2: 241,165 shares; 2025Q3: 241,165 shares; 2025Q4: not loaded; 2026Q1: 237,165 shares 237,165 $323K 0.13% Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,544 shares 2,544 $321K 0.13% 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: restricted; 2024Q4: 5,387 shares; 2025Q1: 5,035 shares; 2025Q2: 4,832 shares; 2025Q3: 4,091 shares; 2025Q4: not loaded; 2026Q1: 3,335 shares 3,335 $318K 0.13% 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: restricted; 2024Q4: 7,353 shares; 2025Q1: 7,363 shares; 2025Q2: 7,372 shares; 2025Q3: 7,381 shares; 2025Q4: not loaded; 2026Q1: 7,397 shares 7,397 $304K 0.12% Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 18,000 shares; 2025Q4: not loaded; 2026Q1: 18,000 shares 18,000 $291K 0.12% 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: restricted; 2024Q4: 5,193 shares; 2025Q1: 5,188 shares; 2025Q2: 4,463 shares; 2025Q3: 3,355 shares; 2025Q4: not loaded; 2026Q1: 3,173 shares 3,173 $289K 0.12% 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: restricted; 2024Q4: 36 shares; 2025Q1: 807 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: not loaded; 2026Q1: 799 shares 799 $285K 0.12% 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: restricted; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 3,972 shares; 2025Q3: 3,974 shares; 2025Q4: not loaded; 2026Q1: 3,979 shares 3,979 $283K 0.12% Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,900 shares; 2025Q1: 39,100 shares; 2025Q2: 39,100 shares; 2025Q3: 39,100 shares; 2025Q4: not loaded; 2026Q1: 11,000 shares 11,000 $279K 0.11% Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,136 shares; 2025Q1: 29,865 shares; 2025Q2: 6,560 shares; 2025Q3: 8,298 shares; 2025Q4: not loaded; 2026Q1: 3,473 shares 3,473 $262K 0.11% Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: not loaded; 2026Q1: 713 shares 713 $262K 0.11% Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,195 shares; 2025Q1: 3,520 shares; 2025Q2: 4,245 shares; 2025Q3: 5,398 shares; 2025Q4: not loaded; 2026Q1: 3,232 shares 3,232 $261K 0.11% Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 184 shares; 2025Q2: 684 shares; 2025Q3: 3,472 shares; 2025Q4: not loaded; 2026Q1: 3,472 shares 3,472 $258K 0.11% Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,841 shares; 2025Q1: 5,677 shares; 2025Q2: 1,800 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,511 shares 4,511 $255K 0.1% Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,150 shares; 2025Q3: 896 shares; 2025Q4: not loaded; 2026Q1: 1,440 shares 1,440 $251K 0.1% 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: restricted; 2024Q4: 67 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 92 shares; 2025Q4: not loaded; 2026Q1: 141 shares 141 $244K 0.1% Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,274 shares; 2025Q1: 25,418 shares; 2025Q2: 19,196 shares; 2025Q3: 19,071 shares; 2025Q4: not loaded; 2026Q1: 11,127 shares 11,127 $244K 0.1% Timeline IWV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 658 shares 658 $244K 0.1% 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: restricted; 2024Q4: 4,673 shares; 2025Q1: 3,348 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: not loaded; 2026Q1: 1,004 shares 1,004 $243K 0.1% Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,571 shares; 2025Q1: 13,196 shares; 2025Q2: 10,925 shares; 2025Q3: 10,860 shares; 2025Q4: not loaded; 2026Q1: 13,135 shares 13,135 $241K 0.1% 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: restricted; 2024Q4: 5,944 shares; 2025Q1: 6,344 shares; 2025Q2: 2,106 shares; 2025Q3: 1,762 shares; 2025Q4: not loaded; 2026Q1: 1,206 shares 1,206 $240K 0.1% Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,979 shares; 2025Q1: 74,939 shares; 2025Q2: 9,887 shares; 2025Q3: 9,624 shares; 2025Q4: not loaded; 2026Q1: 7,524 shares 7,524 $239K 0.1% Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,304 shares; 2025Q1: 2,305 shares; 2025Q2: 2,307 shares; 2025Q3: 2,259 shares; 2025Q4: not loaded; 2026Q1: 2,463 shares 2,463 $236K 0.1% 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: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: not loaded; 2026Q1: 1,188 shares 1,188 $236K 0.1% 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: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: not loaded; 2026Q1: 1,238 shares 1,238 $231K 0.09% 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: restricted; 2024Q4: 2,160 shares; 2025Q1: 2,135 shares; 2025Q2: 2,348 shares; 2025Q3: 1,844 shares; 2025Q4: not loaded; 2026Q1: 1,466 shares 1,466 $230K 0.09% 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: restricted; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares; 2025Q4: not loaded; 2026Q1: 2,036 shares 2,036 $226K 0.09% Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,240 shares 2,240 $223K 0.09% Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,735 shares; 2025Q1: 19,648 shares; 2025Q2: 8,412 shares; 2025Q3: 8,397 shares; 2025Q4: not loaded; 2026Q1: 4,555 shares 4,555 $219K 0.09% Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,332 shares; 2025Q1: 2,685 shares; 2025Q2: 10,976 shares; 2025Q3: 11,722 shares; 2025Q4: not loaded; 2026Q1: 13,374 shares 13,374 $212K 0.09% Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,552 shares 2,552 $211K 0.09% Timeline VNQI 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: restricted; 2024Q4: 2,162 shares; 2025Q1: 2,592 shares; 2025Q2: 3,604 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,676 shares 4,676 $208K 0.09% Timeline DFAC 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: restricted; 2024Q4: 5,213 shares; 2025Q1: 5,213 shares; 2025Q2: 5,213 shares; 2025Q3: 5,213 shares; 2025Q4: not loaded; 2026Q1: 5,213 shares 5,213 $203K 0.08% 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: restricted; 2024Q4: 4,107 shares; 2025Q1: 4,051 shares; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares; 2025Q4: not loaded; 2026Q1: 4,151 shares 4,151 $202K 0.08% 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: restricted; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 2,799 shares; 2025Q4: not loaded; 2026Q1: 3,587 shares 3,587 $200K 0.08% Timeline