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; 2024Q3: restricted; 2024Q4: 30,945 shares; 2025Q1: 34,120 shares; 2025Q2: 50,160 shares; 2025Q3: 54,990 shares; 2025Q4: 55,862 shares; 2026Q1: 375,036 shares; 2026Q2: 396,548 shares 396,548 $86.4M 11.48% +21,512 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,701 shares; 2025Q1: 511,906 shares; 2025Q2: 598,627 shares; 2025Q3: 637,225 shares; 2025Q4: 679,736 shares; 2026Q1: 628,470 shares; 2026Q2: 661,655 shares 661,655 $58.9M 7.82% +33,185 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: 111,681 shares; 2025Q2: 217,692 shares; 2025Q3: 231,471 shares; 2025Q4: 263,959 shares; 2026Q1: 147,593 shares; 2026Q2: 147,058 shares 147,058 $50.6M 6.72% -535 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,823 shares; 2025Q1: 88,574 shares; 2025Q2: 87,449 shares; 2025Q3: 92,230 shares; 2025Q4: 94,290 shares; 2026Q1: 92,530 shares; 2026Q2: 153,766 shares 153,766 $44.5M 5.91% +61,236 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,508 shares; 2025Q1: 551,003 shares; 2025Q2: 586,553 shares; 2025Q3: 602,845 shares; 2025Q4: 669,857 shares; 2026Q1: 554,605 shares; 2026Q2: 567,270 shares 567,270 $41.6M 5.53% +12,665 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 362,947 shares; 2025Q1: 359,669 shares; 2025Q2: 351,671 shares; 2025Q3: 346,517 shares; 2025Q4: 341,218 shares; 2026Q1: 330,316 shares; 2026Q2: 323,310 shares 323,310 $38.5M 5.11% -7,006 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; 2024Q3: restricted; 2024Q4: 1,130,027 shares; 2025Q1: 1,123,658 shares; 2025Q2: 1,113,654 shares; 2025Q3: 1,105,513 shares; 2025Q4: 1,106,210 shares; 2026Q1: 1,089,602 shares; 2026Q2: 1,090,363 shares 1,090,363 $30.2M 4.01% +761 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 544,149 shares; 2025Q1: 542,275 shares; 2025Q2: 503,703 shares; 2025Q3: 481,870 shares; 2025Q4: 465,712 shares; 2026Q1: 458,387 shares; 2026Q2: 455,543 shares 455,543 $27.7M 3.68% -2,844 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; 2024Q3: restricted; 2024Q4: 287,661 shares; 2025Q1: 464,378 shares; 2025Q2: 528,209 shares; 2025Q3: 534,917 shares; 2025Q4: 493,816 shares; 2026Q1: 381,766 shares; 2026Q2: 391,831 shares 391,831 $23.4M 3.11% +10,065 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; 2024Q3: restricted; 2024Q4: 286,398 shares; 2025Q1: 282,293 shares; 2025Q2: 285,258 shares; 2025Q3: 283,719 shares; 2025Q4: 273,119 shares; 2026Q1: 272,425 shares; 2026Q2: 268,893 shares 268,893 $19.2M 2.54% -3,532 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; 2024Q3: restricted; 2024Q4: 146,599 shares; 2025Q1: 259,465 shares; 2025Q2: 303,926 shares; 2025Q3: 321,734 shares; 2025Q4: 323,987 shares; 2026Q1: 330,131 shares; 2026Q2: 350,427 shares 350,427 $17.7M 2.35% +20,296 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; 2024Q3: restricted; 2024Q4: 22,003 shares; 2025Q1: 23,865 shares; 2025Q2: 28,248 shares; 2025Q3: 29,898 shares; 2025Q4: 29,862 shares; 2026Q1: 30,792 shares; 2026Q2: 188,068 shares 188,068 $16.2M 2.15% +157,276 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 318,443 shares; 2025Q1: 264,431 shares; 2025Q2: 223,604 shares; 2025Q3: 216,810 shares; 2025Q4: 174,716 shares; 2026Q1: 170,734 shares; 2026Q2: 167,699 shares 167,699 $16.2M 2.15% -3,035 Timeline JBND 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,434 shares; 2026Q2: 223,369 shares 223,369 $12M 1.59% +1,935 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,516 shares; 2025Q1: 72,052 shares; 2025Q2: 103,387 shares; 2025Q3: 103,909 shares; 2025Q4: 101,526 shares; 2026Q1: 100,236 shares; 2026Q2: 98,928 shares 98,928 $11.6M 1.54% -1,308 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64,547 shares; 2025Q2: 104,113 shares; 2025Q3: 115,656 shares; 2025Q4: 141,414 shares; 2026Q1: 67,078 shares; 2026Q2: 69,094 shares 69,094 $10.2M 1.36% +2,016 Timeline RSP 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; 2024Q3: restricted; 2024Q4: 126,513 shares; 2025Q1: 135,882 shares; 2025Q2: 130,495 shares; 2025Q3: 137,184 shares; 2025Q4: 151,988 shares; 2026Q1: 43,282 shares; 2026Q2: 43,283 shares 43,283 $9.21M 1.22% +1 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,986 shares; 2025Q1: 22,376 shares; 2025Q2: 25,188 shares; 2025Q3: 32,526 shares; 2025Q4: 34,713 shares; 2026Q1: 35,650 shares; 2026Q2: 41,423 shares 41,423 $8.29M 1.1% +5,773 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,186 shares; 2026Q2: 159,597 shares 159,597 $7.71M 1.02% -9,589 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,771 shares; 2026Q2: 79,048 shares 79,048 $7.63M 1.01% -3,723 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62,521 shares; 2025Q2: 45,769 shares; 2025Q3: 52,947 shares; 2025Q4: 42,951 shares; 2026Q1: 42,356 shares; 2026Q2: 218,175 shares 218,175 $7.26M 0.96% +175,819 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 180,650 shares; 2025Q2: 172,375 shares; 2025Q3: 177,922 shares; 2025Q4: 191,282 shares; 2026Q1: 134,062 shares; 2026Q2: 138,239 shares 138,239 $6.69M 0.89% +4,177 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,014 shares; 2026Q2: 155,273 shares 155,273 $6.49M 0.86% +5,259 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,702 shares; 2026Q2: 158,232 shares 158,232 $6.28M 0.83% -1,470 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,338 shares; 2025Q1: 24,335 shares; 2025Q2: 23,506 shares; 2025Q3: 23,422 shares; 2025Q4: 22,652 shares; 2026Q1: 22,236 shares; 2026Q2: 21,783 shares 21,783 $6.27M 0.83% -453 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; 2024Q3: restricted; 2024Q4: 115,481 shares; 2025Q1: 113,810 shares; 2025Q2: 109,794 shares; 2025Q3: 109,278 shares; 2025Q4: 107,591 shares; 2026Q1: 106,246 shares; 2026Q2: 106,044 shares 106,044 $5.49M 0.73% -202 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,631 shares; 2025Q1: 8,892 shares; 2025Q2: 10,012 shares; 2025Q3: 11,846 shares; 2025Q4: 12,958 shares; 2026Q1: 13,058 shares; 2026Q2: 13,609 shares 13,609 $4.86M 0.65% +551 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,402 shares; 2025Q1: 6,575 shares; 2025Q2: 9,093 shares; 2025Q3: 11,498 shares; 2025Q4: 10,946 shares; 2026Q1: 9,787 shares; 2026Q2: 12,697 shares 12,697 $4.74M 0.63% +2,910 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; 2024Q3: restricted; 2024Q4: 7,095 shares; 2025Q1: 6,784 shares; 2025Q2: 9,529 shares; 2025Q3: 12,230 shares; 2025Q4: 13,042 shares; 2026Q1: 16,707 shares; 2026Q2: 19,545 shares 19,545 $4.66M 0.62% +2,838 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,697 shares; 2025Q1: 14,500 shares; 2025Q2: 12,319 shares; 2025Q3: 11,782 shares; 2025Q4: 11,179 shares; 2026Q1: 10,697 shares; 2026Q2: 10,585 shares 10,585 $3.87M 0.51% -112 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,697 shares; 2025Q1: 5,871 shares; 2025Q2: 6,924 shares; 2025Q3: 8,741 shares; 2025Q4: 9,333 shares; 2026Q1: 9,276 shares; 2026Q2: 10,917 shares 10,917 $3.86M 0.51% +1,641 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 56,632 shares; 2025Q2: 88,934 shares; 2025Q3: 226,288 shares; 2025Q4: 196,580 shares; 2026Q1: 370,049 shares; 2026Q2: 141,650 shares 141,650 $3.68M 0.49% -228,399 Timeline JPIB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,149 shares; 2026Q2: 61,246 shares 61,246 $2.96M 0.39% +1,097 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; 2024Q3: restricted; 2024Q4: 130,596 shares; 2025Q1: 78,537 shares; 2025Q2: 81,306 shares; 2025Q3: 78,854 shares; 2025Q4: 79,239 shares; 2026Q1: 79,585 shares; 2026Q2: 80,108 shares 80,108 $2.79M 0.37% +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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 2,275 shares; 2026Q1: 2,303 shares; 2026Q2: 2,399 shares 2,399 $2.77M 0.37% +96 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; 2024Q3: restricted; 2024Q4: 19,086 shares; 2025Q1: 20,555 shares; 2025Q2: 21,870 shares; 2025Q3: 22,754 shares; 2025Q4: 22,411 shares; 2026Q1: 22,522 shares; 2026Q2: 22,301 shares 22,301 $2.6M 0.35% -221 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,784 shares; 2025Q1: 3,162 shares; 2025Q2: 4,029 shares; 2025Q3: 5,382 shares; 2025Q4: 5,659 shares; 2026Q1: 6,266 shares; 2026Q2: 6,847 shares 6,847 $2.59M 0.34% +581 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 2,602 shares; 2025Q3: 3,499 shares; 2025Q4: 3,626 shares; 2026Q1: 4,860 shares; 2026Q2: 5,336 shares 5,336 $2.24M 0.3% +476 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; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,108 shares; 2025Q2: 4,257 shares; 2025Q3: 4,546 shares; 2025Q4: 4,643 shares; 2026Q1: 4,862 shares; 2026Q2: 4,611 shares 4,611 $2.2M 0.29% -251 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,953 shares; 2025Q1: 3,194 shares; 2025Q2: 3,485 shares; 2025Q3: 3,451 shares; 2025Q4: 3,447 shares; 2026Q1: 3,291 shares; 2026Q2: 2,911 shares 2,911 $2.18M 0.29% -380 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,113 shares; 2025Q2: 2,068 shares; 2025Q3: 2,029 shares; 2025Q4: 2,001 shares; 2026Q1: 2,001 shares; 2026Q2: 16,003 shares 16,003 $1.91M 0.25% +14,002 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; 2024Q3: restricted; 2024Q4: 14,231 shares; 2025Q1: 12,704 shares; 2025Q2: 10,196 shares; 2025Q3: 9,721 shares; 2025Q4: 8,993 shares; 2026Q1: 8,701 shares; 2026Q2: 7,836 shares 7,836 $1.9M 0.25% -865 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 193,424 shares; 2025Q1: 50,512 shares; 2025Q2: 74,352 shares; 2025Q3: 78,475 shares; 2025Q4: 74,048 shares; 2026Q1: 49,178 shares; 2026Q2: 48,315 shares 48,315 $1.79M 0.24% -863 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; 2024Q3: restricted; 2024Q4: 2,099 shares; 2025Q1: 2,357 shares; 2025Q2: 2,310 shares; 2025Q3: 2,826 shares; 2025Q4: 3,111 shares; 2026Q1: 2,762 shares; 2026Q2: 3,469 shares 3,469 $1.74M 0.23% +707 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,740 shares; 2025Q1: 12,754 shares; 2025Q2: 13,174 shares; 2025Q3: 13,143 shares; 2025Q4: 13,065 shares; 2026Q1: 12,827 shares; 2026Q2: 11,871 shares 11,871 $1.63M 0.22% -956 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; 2024Q3: restricted; 2024Q4: 2,585 shares; 2025Q1: 2,911 shares; 2025Q2: 3,150 shares; 2025Q3: 4,120 shares; 2025Q4: 3,783 shares; 2026Q1: 3,337 shares; 2026Q2: 4,921 shares 4,921 $1.61M 0.21% +1,584 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; 2024Q3: restricted; 2024Q4: 1,460 shares; 2025Q1: 1,660 shares; 2025Q2: 1,997 shares; 2025Q3: 2,631 shares; 2025Q4: 2,231 shares; 2026Q1: 2,331 shares; 2026Q2: 2,838 shares 2,838 $1.6M 0.21% +507 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,433 shares; 2025Q1: 4,244 shares; 2025Q2: 4,278 shares; 2025Q3: 5,235 shares; 2025Q4: 5,945 shares; 2026Q1: 6,006 shares; 2026Q2: 6,231 shares 6,231 $1.58M 0.21% +225 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,618 shares; 2025Q1: 18,015 shares; 2025Q2: 16,488 shares; 2025Q3: 15,932 shares; 2025Q4: 14,902 shares; 2026Q1: 13,189 shares; 2026Q2: 13,253 shares 13,253 $1.43M 0.19% +64 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,400 shares; 2025Q1: 3,509 shares; 2025Q2: 3,617 shares; 2025Q3: 3,555 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares; 2026Q2: 3,558 shares 3,558 $1.4M 0.19% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 293 shares; 2025Q3: 472 shares; 2025Q4: 748 shares; 2026Q1: 823 shares; 2026Q2: 1,159 shares 1,159 $1.39M 0.18% +336 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; 2024Q3: restricted; 2024Q4: 917 shares; 2025Q1: 1,006 shares; 2025Q2: 1,015 shares; 2025Q3: 1,062 shares; 2025Q4: 907 shares; 2026Q1: 1,358 shares; 2026Q2: 1,474 shares 1,474 $1.38M 0.18% +116 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,162 shares; 2025Q4: 2,484 shares; 2026Q1: 2,752 shares; 2026Q2: 3,071 shares 3,071 $1.33M 0.18% +319 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; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 534 shares; 2025Q2: 420 shares; 2025Q3: 423 shares; 2025Q4: 524 shares; 2026Q1: 565 shares; 2026Q2: 651 shares 651 $1.3M 0.17% +86 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,093 shares; 2026Q2: 106,735 shares 106,735 $1.27M 0.17% -7,358 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,951 shares; 2025Q1: 1,979 shares; 2025Q2: 2,016 shares; 2025Q3: 2,031 shares; 2025Q4: 2,041 shares; 2026Q1: 2,367 shares; 2026Q2: 2,760 shares 2,760 $1.25M 0.17% +393 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,850 shares; 2025Q1: 4,135 shares; 2025Q2: 3,869 shares; 2025Q3: 4,573 shares; 2025Q4: 4,199 shares; 2026Q1: 5,335 shares; 2026Q2: 7,445 shares 7,445 $1.23M 0.16% +2,110 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,877 shares; 2025Q3: 6,600 shares; 2025Q4: 6,389 shares; 2026Q1: 7,803 shares; 2026Q2: 7,958 shares 7,958 $1.22M 0.16% +155 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,639 shares; 2025Q1: 3,677 shares; 2025Q2: 3,773 shares; 2025Q3: 4,529 shares; 2025Q4: 4,729 shares; 2026Q1: 4,601 shares; 2026Q2: 4,666 shares 4,666 $1.17M 0.16% +65 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; 2024Q3: restricted; 2024Q4: 2,530 shares; 2025Q1: 2,522 shares; 2025Q2: 2,444 shares; 2025Q3: 3,298 shares; 2025Q4: 3,303 shares; 2026Q1: 3,164 shares; 2026Q2: 3,167 shares 3,167 $1.17M 0.16% +3 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,234 shares; 2026Q2: 1,807 shares 1,807 $1.15M 0.15% +573 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; 2024Q3: restricted; 2024Q4: 5,632 shares; 2025Q1: 5,435 shares; 2025Q2: 5,066 shares; 2025Q3: 8,171 shares; 2025Q4: 15,606 shares; 2026Q1: 16,987 shares; 2026Q2: 19,575 shares 19,575 $1.13M 0.15% +2,588 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,345 shares; 2026Q2: 46,150 shares 46,150 $1.12M 0.15% +1,805 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,297 shares; 2025Q4: 11,834 shares; 2026Q1: 9,944 shares; 2026Q2: 7,149 shares 7,149 $998K 0.13% -2,795 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; 2024Q3: restricted; 2024Q4: 1,119 shares; 2025Q1: 1,207 shares; 2025Q2: 1,425 shares; 2025Q3: 1,535 shares; 2025Q4: 1,419 shares; 2026Q1: 1,263 shares; 2026Q2: 2,815 shares 2,815 $993K 0.13% +1,552 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,362 shares; 2025Q1: 1,728 shares; 2025Q2: 1,731 shares; 2025Q3: 2,092 shares; 2025Q4: 1,692 shares; 2026Q1: 2,178 shares; 2026Q2: 2,872 shares 2,872 $985K 0.13% +694 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; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 3,606 shares; 2025Q2: 2,508 shares; 2025Q3: 4,279 shares; 2025Q4: 5,007 shares; 2026Q1: 6,419 shares; 2026Q2: 6,833 shares 6,833 $934K 0.12% +414 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; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 882 shares; 2025Q2: 879 shares; 2025Q3: 1,910 shares; 2025Q4: 1,553 shares; 2026Q1: 1,288 shares; 2026Q2: 1,358 shares 1,358 $933K 0.12% +70 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; 2024Q3: restricted; 2024Q4: 17,398 shares; 2025Q1: 17,398 shares; 2025Q2: 17,398 shares; 2025Q3: 17,398 shares; 2025Q4: 17,398 shares; 2026Q1: 17,398 shares; 2026Q2: 17,398 shares 17,398 $933K 0.12% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 368 shares; 2026Q1: 370 shares; 2026Q2: 463 shares 463 $918K 0.12% +93 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,362 shares; 2025Q2: 3,958 shares; 2025Q3: 5,133 shares; 2025Q4: 5,840 shares; 2026Q1: 5,781 shares; 2026Q2: 6,332 shares 6,332 $886K 0.12% +551 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,839 shares; 2025Q4: 6,212 shares; 2026Q1: 6,525 shares; 2026Q2: 6,880 shares 6,880 $884K 0.12% +355 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,376 shares; 2025Q4: 1,717 shares; 2026Q1: 1,841 shares; 2026Q2: 2,357 shares 2,357 $881K 0.12% +516 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,816 shares; 2025Q4: 9,816 shares; 2026Q1: 9,816 shares; 2026Q2: 9,820 shares 9,820 $840K 0.11% +4 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares; 2026Q2: 1,444 shares 1,444 $839K 0.11% +409 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 129,527 shares; 2025Q1: 99,030 shares; 2025Q2: 42,366 shares; 2025Q3: 39,015 shares; 2025Q4: 38,064 shares; 2026Q1: 34,077 shares; 2026Q2: 32,598 shares 32,598 $829K 0.11% -1,479 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,044 shares; 2025Q4: 1,729 shares; 2026Q1: 1,670 shares; 2026Q2: 2,360 shares 2,360 $804K 0.11% +690 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares; 2026Q1: 543 shares; 2026Q2: 341 shares 341 $775K 0.1% -202 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,874 shares; 2025Q4: 22,125 shares; 2026Q1: 27,692 shares; 2026Q2: 44,769 shares 44,769 $753K 0.1% +17,077 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,272 shares; 2026Q1: 8,314 shares; 2026Q2: 11,696 shares 11,696 $751K 0.1% +3,382 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; 2024Q3: restricted; 2024Q4: 4,742 shares; 2025Q1: 6,124 shares; 2025Q2: 6,383 shares; 2025Q3: 7,225 shares; 2025Q4: 7,072 shares; 2026Q1: 7,226 shares; 2026Q2: 7,868 shares 7,868 $748K 0.1% +642 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,132 shares; 2025Q4: 6,283 shares; 2026Q1: 6,899 shares; 2026Q2: 6,455 shares 6,455 $731K 0.1% -444 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 558 shares; 2025Q2: not reported; 2025Q3: 1,135 shares; 2025Q4: 1,242 shares; 2026Q1: 1,211 shares; 2026Q2: 1,746 shares 1,746 $726K 0.1% +535 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,722 shares; 2025Q3: 2,596 shares; 2025Q4: 3,105 shares; 2026Q1: 1,729 shares; 2026Q2: 3,561 shares 3,561 $714K 0.09% +1,832 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; 2024Q3: restricted; 2024Q4: 9,866 shares; 2025Q1: 9,759 shares; 2025Q2: 10,600 shares; 2025Q3: 12,445 shares; 2025Q4: 12,854 shares; 2026Q1: 10,226 shares; 2026Q2: 12,527 shares 12,527 $714K 0.09% +2,301 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 376 shares; 2026Q1: 510 shares; 2026Q2: 592 shares 592 $696K 0.09% +82 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 3,114 shares; 2026Q1: 3,318 shares; 2026Q2: 4,502 shares 4,502 $682K 0.09% +1,184 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,009 shares; 2025Q2: 4,936 shares; 2025Q3: 4,082 shares; 2025Q4: 3,924 shares; 2026Q1: 3,887 shares; 2026Q2: 3,749 shares 3,749 $680K 0.09% -138 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,990 shares; 2025Q4: 2,439 shares; 2026Q1: 3,049 shares; 2026Q2: 4,716 shares 4,716 $675K 0.09% +1,667 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 1,401 shares; 2025Q4: 1,552 shares; 2026Q1: 1,545 shares; 2026Q2: 1,974 shares 1,974 $652K 0.09% +429 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 3,372 shares; 2026Q1: 3,430 shares; 2026Q2: 4,758 shares 4,758 $647K 0.09% +1,328 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,773 shares; 2025Q1: 2,038 shares; 2025Q2: 2,139 shares; 2025Q3: 2,320 shares; 2025Q4: 2,161 shares; 2026Q1: 2,290 shares; 2026Q2: 2,328 shares 2,328 $629K 0.08% +38 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,555 shares; 2026Q1: 6,788 shares; 2026Q2: 8,431 shares 8,431 $628K 0.08% +1,643 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,072 shares; 2026Q1: 5,629 shares; 2026Q2: 6,603 shares 6,603 $618K 0.08% +974 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,741 shares; 2025Q4: 2,852 shares; 2026Q1: 3,102 shares; 2026Q2: 3,489 shares 3,489 $615K 0.08% +387 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: 2,773 shares; 2025Q3: 3,170 shares; 2025Q4: 3,371 shares; 2026Q1: 3,458 shares; 2026Q2: 3,883 shares 3,883 $609K 0.08% +425 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,848 shares; 2025Q1: 1,854 shares; 2025Q2: 2,153 shares; 2025Q3: 2,481 shares; 2025Q4: 2,637 shares; 2026Q1: 2,658 shares; 2026Q2: 2,908 shares 2,908 $602K 0.08% +250 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,229 shares; 2025Q4: 2,427 shares; 2026Q1: 2,481 shares; 2026Q2: 2,334 shares 2,334 $597K 0.08% -147 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 2,275 shares; 2026Q1: 2,215 shares; 2026Q2: 3,526 shares 3,526 $596K 0.08% +1,311 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: 1,405 shares; 2026Q1: not reported; 2026Q2: 2,341 shares 2,341 $596K 0.08% 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; 2024Q3: restricted; 2024Q4: 17,220 shares; 2025Q1: 21,943 shares; 2025Q2: 25,499 shares; 2025Q3: 28,439 shares; 2025Q4: 29,426 shares; 2026Q1: 29,287 shares; 2026Q2: 43,102 shares 43,102 $595K 0.08% +13,815 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $593K 0.08% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,453 shares; 2025Q1: 3,657 shares; 2025Q2: 3,654 shares; 2025Q3: 3,754 shares; 2025Q4: 3,716 shares; 2026Q1: 4,453 shares; 2026Q2: 6,299 shares 6,299 $572K 0.08% +1,846 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,687 shares; 2026Q1: 3,478 shares; 2026Q2: 3,709 shares 3,709 $570K 0.08% +231 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,978 shares; 2025Q4: 2,136 shares; 2026Q1: 2,144 shares; 2026Q2: 2,122 shares 2,122 $563K 0.07% -22 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,337 shares 3,337 $556K 0.07% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $550K 0.07% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,242 shares; 2025Q4: 3,806 shares; 2026Q1: 3,827 shares; 2026Q2: 4,442 shares 4,442 $546K 0.07% +615 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; 2024Q3: restricted; 2024Q4: 12,065 shares; 2025Q1: 14,241 shares; 2025Q2: 16,073 shares; 2025Q3: 18,798 shares; 2025Q4: 19,876 shares; 2026Q1: 20,522 shares; 2026Q2: 26,910 shares 26,910 $535K 0.07% +6,388 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; 2024Q3: restricted; 2024Q4: 8,330 shares; 2025Q1: 10,628 shares; 2025Q2: 7,962 shares; 2025Q3: 11,730 shares; 2025Q4: 11,686 shares; 2026Q1: 11,972 shares; 2026Q2: 12,935 shares 12,935 $534K 0.07% +963 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,417 shares; 2026Q1: 1,456 shares; 2026Q2: 1,699 shares 1,699 $532K 0.07% +243 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares; 2026Q2: 1,756 shares 1,756 $530K 0.07% +1,597 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 723 shares 723 $523K 0.07% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares; 2026Q2: 1,797 shares 1,797 $520K 0.07% +740 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,653 shares 14,653 $510K 0.07% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 772 shares; 2026Q1: 780 shares; 2026Q2: 1,001 shares 1,001 $510K 0.07% +221 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 960 shares; 2026Q2: 1,799 shares 1,799 $506K 0.07% +839 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,557 shares; 2026Q1: 1,772 shares; 2026Q2: 2,092 shares 2,092 $506K 0.07% +320 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 472 shares; 2025Q4: 453 shares; 2026Q1: 472 shares; 2026Q2: 494 shares 494 $499K 0.07% +22 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 220 shares; 2026Q1: 329 shares; 2026Q2: 519 shares 519 $499K 0.07% +190 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,382 shares; 2026Q1: 1,404 shares; 2026Q2: 1,896 shares 1,896 $494K 0.07% +492 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 3,350 shares; 2025Q4: 3,523 shares; 2026Q1: 3,601 shares; 2026Q2: 4,066 shares 4,066 $494K 0.07% +465 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 993 shares 993 $493K 0.07% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,327 shares; 2025Q3: 2,221 shares; 2025Q4: 2,177 shares; 2026Q1: 2,249 shares; 2026Q2: 2,716 shares 2,716 $491K 0.07% +467 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,671 shares 4,671 $489K 0.06% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 370 shares; 2025Q2: 357 shares; 2025Q3: 386 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,111 shares 1,111 $486K 0.06% +44 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,741 shares; 2025Q4: 2,460 shares; 2026Q1: 2,484 shares; 2026Q2: 2,753 shares 2,753 $479K 0.06% +269 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares; 2026Q2: 982 shares 982 $475K 0.06% +286 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,602 shares; 2025Q1: 4,711 shares; 2025Q2: 3,976 shares; 2025Q3: 4,560 shares; 2025Q4: 4,746 shares; 2026Q1: 4,881 shares; 2026Q2: 6,083 shares 6,083 $472K 0.06% +1,202 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; 2024Q3: restricted; 2024Q4: 4,247 shares; 2025Q1: 4,304 shares; 2025Q2: 4,262 shares; 2025Q3: 4,204 shares; 2025Q4: 4,487 shares; 2026Q1: 4,688 shares; 2026Q2: 5,728 shares 5,728 $465K 0.06% +1,040 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: 456 shares; 2026Q2: 652 shares 652 $465K 0.06% +196 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,390 shares 1,390 $461K 0.06% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,660 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,872 shares 1,872 $461K 0.06% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,947 shares; 2026Q2: 7,264 shares 7,264 $457K 0.06% +3,317 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,589 shares; 2025Q4: 6,765 shares; 2026Q1: 6,798 shares; 2026Q2: 6,865 shares 6,865 $455K 0.06% +67 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,446 shares; 2025Q2: 1,241 shares; 2025Q3: 1,705 shares; 2025Q4: 1,578 shares; 2026Q1: 2,363 shares; 2026Q2: 3,046 shares 3,046 $446K 0.06% +683 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 4,347 shares; 2026Q2: 5,342 shares 5,342 $445K 0.06% +995 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,895 shares; 2025Q1: 11,845 shares; 2025Q2: 9,718 shares; 2025Q3: 9,782 shares; 2025Q4: 9,731 shares; 2026Q1: 9,707 shares; 2026Q2: 9,185 shares 9,185 $441K 0.06% -522 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,081 shares 6,081 $439K 0.06% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 824 shares; 2026Q2: 882 shares 882 $433K 0.06% +58 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,763 shares; 2026Q2: 2,280 shares 2,280 $432K 0.06% -483 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,545 shares; 2025Q4: 2,685 shares; 2026Q1: not reported; 2026Q2: 5,219 shares 5,219 $431K 0.06% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 1,667 shares; 2026Q1: not reported; 2026Q2: 1,254 shares 1,254 $428K 0.06% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,633 shares; 2026Q1: 2,646 shares; 2026Q2: 2,943 shares 2,943 $426K 0.06% +297 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,275 shares 3,275 $425K 0.06% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 1,250 shares; 2026Q2: 1,542 shares 1,542 $419K 0.06% +292 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,928 shares 1,928 $417K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369 shares; 2026Q1: 380 shares; 2026Q2: 390 shares 390 $415K 0.06% +10 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; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 846 shares; 2025Q2: 792 shares; 2025Q3: 915 shares; 2025Q4: 917 shares; 2026Q1: 990 shares; 2026Q2: 974 shares 974 $415K 0.06% -16 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares; 2026Q2: 1,903 shares 1,903 $405K 0.05% +950 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,335 shares; 2026Q1: 6,423 shares; 2026Q2: 6,640 shares 6,640 $401K 0.05% +217 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,041 shares 2,041 $394K 0.05% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,993 shares; 2026Q1: 8,806 shares; 2026Q2: 11,528 shares 11,528 $391K 0.05% +2,722 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $389K 0.05% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,754 shares 2,754 $383K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,082 shares; 2026Q2: 2,015 shares 2,015 $382K 0.05% +933 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,853 shares; 2025Q4: 3,804 shares; 2026Q1: 3,939 shares; 2026Q2: 4,074 shares 4,074 $381K 0.05% +135 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,092 shares; 2025Q4: not reported; 2026Q1: 6,239 shares; 2026Q2: 11,891 shares 11,891 $380K 0.05% +5,652 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,260 shares 2,260 $379K 0.05% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,837 shares; 2025Q1: 4,083 shares; 2025Q2: 4,074 shares; 2025Q3: 4,492 shares; 2025Q4: 3,703 shares; 2026Q1: 3,531 shares; 2026Q2: 3,546 shares 3,546 $378K 0.05% +15 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,529 shares; 2026Q2: 1,746 shares 1,746 $377K 0.05% +217 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; 2024Q3: restricted; 2024Q4: 849 shares; 2025Q1: 867 shares; 2025Q2: 932 shares; 2025Q3: 884 shares; 2025Q4: 901 shares; 2026Q1: 985 shares; 2026Q2: 948 shares 948 $377K 0.05% -37 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 488 shares; 2025Q3: 772 shares; 2025Q4: not reported; 2026Q1: 578 shares; 2026Q2: 725 shares 725 $376K 0.05% +147 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,977 shares; 2025Q4: 11,734 shares; 2026Q1: 11,478 shares; 2026Q2: 14,984 shares 14,984 $375K 0.05% +3,506 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,082 shares 1,082 $370K 0.05% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,163 shares; 2025Q3: 5,514 shares; 2025Q4: 5,624 shares; 2026Q1: 4,790 shares; 2026Q2: 4,838 shares 4,838 $368K 0.05% +48 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 2,199 shares; 2026Q1: 2,979 shares; 2026Q2: 2,658 shares 2,658 $365K 0.05% -321 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; 2024Q3: restricted; 2024Q4: 2,664 shares; 2025Q1: 3,626 shares; 2025Q2: 3,636 shares; 2025Q3: 4,000 shares; 2025Q4: 4,209 shares; 2026Q1: 4,374 shares; 2026Q2: 3,773 shares 3,773 $362K 0.05% -601 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,346 shares; 2025Q4: 3,032 shares; 2026Q1: 3,310 shares; 2026Q2: 4,688 shares 4,688 $361K 0.05% +1,378 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares; 2026Q2: 345 shares 345 $360K 0.05% +115 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,104 shares; 2025Q4: not reported; 2026Q1: 8,496 shares; 2026Q2: 8,431 shares 8,431 $357K 0.05% -65 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 1,494 shares; 2025Q4: 1,498 shares; 2026Q1: 1,498 shares; 2026Q2: 1,498 shares 1,498 $354K 0.05% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,259 shares; 2026Q1: 10,489 shares; 2026Q2: 14,936 shares 14,936 $352K 0.05% +4,447 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $352K 0.05% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,406 shares 2,406 $352K 0.05% new 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; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 524 shares; 2025Q2: 433 shares; 2025Q3: 434 shares; 2025Q4: 435 shares; 2026Q1: 506 shares; 2026Q2: 465 shares 465 $347K 0.05% -41 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,126 shares; 2026Q1: 1,127 shares; 2026Q2: 979 shares 979 $347K 0.05% -148 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; 2024Q3: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,109 shares; 2025Q3: 1,116 shares; 2025Q4: 1,149 shares; 2026Q1: 919 shares; 2026Q2: 926 shares 926 $343K 0.05% +7 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,503 shares 13,503 $341K 0.05% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,362 shares 1,362 $340K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 656 shares; 2025Q3: 1,033 shares; 2025Q4: 743 shares; 2026Q1: 514 shares; 2026Q2: 662 shares 662 $340K 0.05% +148 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: not reported; 2026Q1: 1,698 shares; 2026Q2: 2,031 shares 2,031 $339K 0.04% +333 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,567 shares; 2025Q4: not reported; 2026Q1: 2,838 shares; 2026Q2: 2,294 shares 2,294 $336K 0.04% -544 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,225 shares; 2025Q1: 3,405 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares; 2026Q2: 3,225 shares 3,225 $335K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,081 shares; 2026Q1: 2,685 shares; 2026Q2: 3,881 shares 3,881 $335K 0.04% +1,196 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,159 shares 4,159 $334K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 817 shares 817 $333K 0.04% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,008 shares; 2025Q1: 4,032 shares; 2025Q2: 5,128 shares; 2025Q3: 5,107 shares; 2025Q4: 5,109 shares; 2026Q1: 4,842 shares; 2026Q2: 4,013 shares 4,013 $332K 0.04% -829 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares; 2025Q4: 629 shares; 2026Q1: not reported; 2026Q2: 427 shares 427 $326K 0.04% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,252 shares; 2025Q4: 4,955 shares; 2026Q1: not reported; 2026Q2: 6,531 shares 6,531 $324K 0.04% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,976 shares 11,976 $322K 0.04% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,911 shares 6,911 $322K 0.04% new 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; 2024Q3: restricted; 2024Q4: 916 shares; 2025Q1: 1,004 shares; 2025Q2: 1,033 shares; 2025Q3: 1,050 shares; 2025Q4: 1,006 shares; 2026Q1: not reported; 2026Q2: 1,431 shares 1,431 $321K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,496 shares 7,496 $320K 0.04% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,892 shares 3,892 $320K 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,988 shares; 2026Q1: 1,983 shares; 2026Q2: 2,361 shares 2,361 $320K 0.04% +378 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,337 shares; 2025Q4: 2,342 shares; 2026Q1: not reported; 2026Q2: 1,951 shares 1,951 $318K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 835 shares 835 $315K 0.04% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 949 shares 949 $314K 0.04% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,221 shares; 2025Q1: 11,247 shares; 2025Q2: 9,775 shares; 2025Q3: 9,423 shares; 2025Q4: 9,091 shares; 2026Q1: 8,608 shares; 2026Q2: 8,613 shares 8,613 $312K 0.04% +5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,332 shares 6,332 $308K 0.04% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,680 shares; 2025Q2: 2,058 shares; 2025Q3: 2,307 shares; 2025Q4: 2,445 shares; 2026Q1: 2,653 shares; 2026Q2: 2,319 shares 2,319 $307K 0.04% -334 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares; 2026Q2: 368 shares 368 $306K 0.04% +22 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,004 shares 1,004 $299K 0.04% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 667 shares 667 $298K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,321 shares; 2025Q2: 10,835 shares; 2025Q3: 11,887 shares; 2025Q4: 12,096 shares; 2026Q1: 10,325 shares; 2026Q2: 14,759 shares 14,759 $296K 0.04% +4,434 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,369 shares; 2026Q2: 3,116 shares 3,116 $296K 0.04% +747 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,124 shares 4,124 $296K 0.04% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,443 shares; 2026Q1: 4,443 shares; 2026Q2: 4,443 shares 4,443 $295K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,739 shares; 2025Q4: 2,535 shares; 2026Q1: 1,914 shares; 2026Q2: 1,736 shares 1,736 $295K 0.04% -178 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,618 shares; 2026Q2: 1,719 shares 1,719 $292K 0.04% +101 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares; 2026Q2: 1,726 shares 1,726 $291K 0.04% +175 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,680 shares; 2026Q2: 2,828 shares 2,828 $285K 0.04% +148 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,895 shares 2,895 $285K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $284K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,208 shares; 2025Q3: 1,450 shares; 2025Q4: 1,494 shares; 2026Q1: 1,544 shares; 2026Q2: 1,683 shares 1,683 $283K 0.04% +139 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $283K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,605 shares 3,605 $282K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,519 shares; 2026Q1: not reported; 2026Q2: 1,524 shares 1,524 $282K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares 653 $282K 0.04% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 831 shares 831 $281K 0.04% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 539 shares; 2025Q2: 578 shares; 2025Q3: 1,492 shares; 2025Q4: 795 shares; 2026Q1: 1,089 shares; 2026Q2: 1,369 shares 1,369 $281K 0.04% +280 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,298 shares 5,298 $279K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,590 shares 2,590 $278K 0.04% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 558 shares; 2026Q1: 427 shares; 2026Q2: 520 shares 520 $275K 0.04% +93 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; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 186 shares; 2025Q2: 2,797 shares; 2025Q3: 3,676 shares; 2025Q4: 2,990 shares; 2026Q1: 3,047 shares; 2026Q2: 2,978 shares 2,978 $274K 0.04% -69 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares 707 $273K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,062 shares; 2025Q4: 3,120 shares; 2026Q1: not reported; 2026Q2: 3,801 shares 3,801 $272K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180 shares 1,180 $271K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,220 shares 11,220 $270K 0.04% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,440 shares 9,440 $270K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 75 shares; 2026Q1: 90 shares; 2026Q2: 1,510 shares 1,510 $269K 0.04% +1,420 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $266K 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 987 shares; 2026Q2: 957 shares 957 $264K 0.04% -30 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,429 shares; 2025Q1: 1,439 shares; 2025Q2: 1,741 shares; 2025Q3: 1,894 shares; 2025Q4: 2,287 shares; 2026Q1: 1,903 shares; 2026Q2: 2,240 shares 2,240 $264K 0.04% +337 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $263K 0.03% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,069 shares 1,069 $262K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $262K 0.03% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,114 shares 5,114 $261K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,379 shares; 2026Q1: 2,434 shares; 2026Q2: 2,494 shares 2,494 $259K 0.03% +60 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,734 shares 5,734 $259K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,953 shares; 2026Q1: 4,149 shares; 2026Q2: 4,182 shares 4,182 $258K 0.03% +33 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 3,796 shares; 2026Q1: 1,727 shares; 2026Q2: 1,905 shares 1,905 $258K 0.03% +178 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares; 2026Q1: 1,776 shares; 2026Q2: 1,350 shares 1,350 $257K 0.03% -426 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,141 shares 5,141 $257K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 949 shares 949 $257K 0.03% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,717 shares 4,717 $257K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,567 shares 1,567 $256K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,177 shares 2,177 $256K 0.03% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 949 shares; 2026Q1: 961 shares; 2026Q2: 653 shares 653 $255K 0.03% -308 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,038 shares 3,038 $254K 0.03% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,115 shares; 2026Q1: not reported; 2026Q2: 3,235 shares 3,235 $252K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,202 shares; 2026Q2: 4,632 shares 4,632 $251K 0.03% +430 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,578 shares 1,578 $251K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,127 shares; 2026Q2: 1,093 shares 1,093 $251K 0.03% -34 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,078 shares; 2025Q1: 18,247 shares; 2025Q2: 16,962 shares; 2025Q3: 19,872 shares; 2025Q4: 21,151 shares; 2026Q1: 21,284 shares; 2026Q2: 26,146 shares 26,146 $250K 0.03% +4,862 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,436 shares; 2026Q1: not reported; 2026Q2: 2,709 shares 2,709 $250K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,925 shares; 2026Q1: not reported; 2026Q2: 4,136 shares 4,136 $249K 0.03% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,381 shares 6,381 $249K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,924 shares; 2025Q2: 12,681 shares; 2025Q3: 14,553 shares; 2025Q4: 13,653 shares; 2026Q1: 15,298 shares; 2026Q2: 11,828 shares 11,828 $245K 0.03% -3,470 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $245K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 359 shares; 2026Q2: 390 shares 390 $243K 0.03% +31 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $242K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,634 shares 2,634 $241K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 913 shares; 2026Q2: 942 shares 942 $241K 0.03% +29 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,361 shares 1,361 $240K 0.03% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 382 shares; 2025Q2: 435 shares; 2025Q3: 461 shares; 2025Q4: 4,455 shares; 2026Q1: 5,461 shares; 2026Q2: 3,359 shares 3,359 $240K 0.03% -2,102 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,836 shares 1,836 $240K 0.03% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,870 shares 3,870 $236K 0.03% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,710 shares 6,710 $236K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,654 shares 4,654 $235K 0.03% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $234K 0.03% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,119 shares 4,119 $234K 0.03% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares; 2026Q2: 4,465 shares 4,465 $234K 0.03% +796 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $233K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,566 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,085 shares 2,085 $233K 0.03% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,053 shares 2,053 $233K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares; 2026Q1: 2,384 shares; 2026Q2: 2,387 shares 2,387 $230K 0.03% +3 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; 2024Q3: restricted; 2024Q4: 20,078 shares; 2025Q1: 23,247 shares; 2025Q2: 25,680 shares; 2025Q3: 27,813 shares; 2025Q4: 29,039 shares; 2026Q1: 29,445 shares; 2026Q2: 39,409 shares 39,409 $230K 0.03% +9,964 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,362 shares 2,362 $229K 0.03% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,562 shares; 2026Q1: not reported; 2026Q2: 1,301 shares 1,301 $229K 0.03% new Timeline JMEE 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,918 shares 2,918 $228K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,242 shares 3,242 $227K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008 $226K 0.03% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,409 shares 1,409 $224K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares; 2026Q1: not reported; 2026Q2: 658 shares 658 $222K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 999 shares 999 $221K 0.03% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,957 shares 4,957 $220K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $219K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,197 shares 9,197 $218K 0.03% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,839 shares 1,839 $217K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,544 shares; 2025Q1: not reported; 2025Q2: 7,616 shares; 2025Q3: not reported; 2025Q4: 6,236 shares; 2026Q1: not reported; 2026Q2: 6,412 shares 6,412 $217K 0.03% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $217K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,790 shares 4,790 $216K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,861 shares 7,861 $214K 0.03% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 958 shares 958 $214K 0.03% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,916 shares 2,916 $213K 0.03% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,847 shares 1,847 $212K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 949 shares; 2025Q4: 959 shares; 2026Q1: 871 shares; 2026Q2: 855 shares 855 $212K 0.03% -16 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,589 shares 1,589 $211K 0.03% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447 shares 447 $208K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,953 shares; 2025Q4: 4,610 shares; 2026Q1: 4,563 shares; 2026Q2: 3,982 shares 3,982 $208K 0.03% -581 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,707 shares 2,707 $207K 0.03% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $206K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,554 shares 6,554 $206K 0.03% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 610 shares 610 $205K 0.03% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,759 shares 3,759 $205K 0.03% new Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,235 shares; 2026Q1: 2,234 shares; 2026Q2: 2,234 shares 2,234 $201K 0.03% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: 405 shares; 2026Q1: 415 shares; 2026Q2: 376 shares 376 $201K 0.03% -39 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 887 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 796 shares 796 $200K 0.03% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: not reported; 2026Q2: 1,697 shares 1,697 $200K 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,938 shares; 2026Q1: 13,497 shares; 2026Q2: 12,800 shares 12,800 $193K 0.03% -697 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,584 shares; 2025Q2: 27,901 shares; 2025Q3: 29,374 shares; 2025Q4: 31,529 shares; 2026Q1: 32,307 shares; 2026Q2: 29,704 shares 29,704 $103K 0.01% -2,603 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,394 shares; 2025Q2: 20,950 shares; 2025Q3: 17,794 shares; 2025Q4: 17,253 shares; 2026Q1: 21,937 shares; 2026Q2: 22,183 shares 22,183 $69.7K 0.01% +246 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,445 shares 11,445 $52.9K 0.01% new Timeline