VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,594 shares; 2024Q4: 63,378 shares; 2025Q1: 65,286 shares; 2025Q2: 67,395 shares; 2025Q3: 68,450 shares; 2025Q4: 69,941 shares; 2026Q1: 69,315 shares 69,315 $19.9M 3.72% -626 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,633 shares; 2024Q4: 62,594 shares; 2025Q1: 67,119 shares; 2025Q2: 70,328 shares; 2025Q3: 70,976 shares; 2025Q4: 71,749 shares; 2026Q1: 70,959 shares 70,959 $18.6M 3.48% -790 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,666 shares; 2024Q4: 143,021 shares; 2025Q1: 158,104 shares; 2025Q2: 162,049 shares; 2025Q3: 157,356 shares; 2025Q4: 158,730 shares; 2026Q1: 158,364 shares 158,364 $17.5M 3.27% -366 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; 2024Q2: restricted; 2024Q3: 103,037 shares; 2024Q4: 101,058 shares; 2025Q1: 101,714 shares; 2025Q2: 95,159 shares; 2025Q3: 94,481 shares; 2025Q4: 94,396 shares; 2026Q1: 91,147 shares 91,147 $17.5M 3.27% -3,249 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,918 shares; 2024Q4: 184,109 shares; 2025Q1: 171,506 shares; 2025Q2: 185,390 shares; 2025Q3: 188,805 shares; 2025Q4: 188,405 shares; 2026Q1: 190,467 shares 190,467 $17.2M 3.23% +2,062 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,866 shares; 2024Q4: 304,513 shares; 2025Q1: 298,174 shares; 2025Q2: 321,686 shares; 2025Q3: 324,717 shares; 2025Q4: 300,690 shares; 2026Q1: 194,691 shares 194,691 $17.2M 3.21% -105,999 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,713 shares; 2024Q4: 138,442 shares; 2025Q1: 130,967 shares; 2025Q2: 183,149 shares; 2025Q3: 204,188 shares; 2025Q4: 167,191 shares; 2026Q1: 162,772 shares 162,772 $16.3M 3.05% -4,419 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,393 shares; 2024Q4: 92,725 shares; 2025Q1: 92,420 shares; 2025Q2: 92,268 shares; 2025Q3: 93,548 shares; 2025Q4: 95,521 shares; 2026Q1: 155,952 shares 155,952 $11.5M 2.15% +60,431 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,349 shares; 2024Q4: 84,478 shares; 2025Q1: 83,665 shares; 2025Q2: 78,470 shares; 2025Q3: 77,619 shares; 2025Q4: 78,414 shares; 2026Q1: 77,288 shares 77,288 $11.3M 2.11% -1,126 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,551 shares; 2024Q4: 48,979 shares; 2025Q1: 47,803 shares; 2025Q2: 47,081 shares; 2025Q3: 46,773 shares; 2025Q4: 43,268 shares; 2026Q1: 43,067 shares 43,067 $10.9M 2.04% -201 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,305 shares; 2024Q4: 148,787 shares; 2025Q1: 153,868 shares; 2025Q2: 140,787 shares; 2025Q3: 138,264 shares; 2025Q4: 134,077 shares; 2026Q1: 127,213 shares 127,213 $10.3M 1.92% -6,864 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,007 shares; 2024Q4: 90,497 shares; 2025Q1: 88,658 shares; 2025Q2: 89,152 shares; 2025Q3: 89,430 shares; 2025Q4: 91,377 shares; 2026Q1: 121,405 shares 121,405 $10M 1.88% +30,028 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,073 shares; 2024Q4: 159,023 shares; 2025Q1: 154,325 shares; 2025Q2: 175,235 shares; 2025Q3: 177,656 shares; 2025Q4: 176,178 shares; 2026Q1: 185,696 shares 185,696 $10M 1.88% +9,518 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,327 shares; 2024Q4: 28,927 shares; 2025Q1: 29,345 shares; 2025Q2: 29,086 shares; 2025Q3: 30,167 shares; 2025Q4: 30,995 shares; 2026Q1: 31,055 shares 31,055 $9.96M 1.86% +60 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,232 shares; 2024Q4: 25,849 shares; 2025Q1: 25,730 shares; 2025Q2: 25,689 shares; 2025Q3: 25,991 shares; 2025Q4: 26,026 shares; 2026Q1: 26,638 shares 26,638 $9.9M 1.85% +612 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,148 shares; 2024Q4: 107,356 shares; 2025Q1: 102,970 shares; 2025Q2: 113,184 shares; 2025Q3: 112,493 shares; 2025Q4: 109,906 shares; 2026Q1: 111,146 shares 111,146 $9.43M 1.76% +1,240 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,441 shares; 2024Q4: 144,529 shares; 2025Q1: 121,342 shares; 2025Q2: 106,568 shares; 2025Q3: 112,795 shares; 2025Q4: 197,655 shares; 2026Q1: 164,558 shares 164,558 $8.32M 1.56% -33,097 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,462 shares; 2024Q4: 99,417 shares; 2025Q1: 102,899 shares; 2025Q2: 83,621 shares; 2025Q3: 81,353 shares; 2025Q4: 78,893 shares; 2026Q1: 73,804 shares 73,804 $8.21M 1.54% -5,089 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,085 shares; 2024Q4: 50,542 shares; 2025Q1: 51,111 shares; 2025Q2: 46,934 shares; 2025Q3: 46,531 shares; 2025Q4: 46,893 shares; 2026Q1: 50,161 shares 50,161 $8.11M 1.52% +3,268 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,910 shares; 2024Q4: 53,584 shares; 2025Q1: 53,058 shares; 2025Q2: 54,248 shares; 2025Q3: 53,442 shares; 2025Q4: 52,538 shares; 2026Q1: 51,859 shares 51,859 $7.68M 1.44% -679 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,716 shares; 2024Q4: 110,622 shares; 2025Q1: 109,816 shares; 2025Q2: 112,673 shares; 2025Q3: 115,766 shares; 2025Q4: 119,131 shares; 2026Q1: 147,501 shares 147,501 $7.09M 1.33% +28,370 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,541 shares; 2025Q4: 54,648 shares; 2026Q1: 91,525 shares 91,525 $6.92M 1.3% +36,877 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,684 shares; 2024Q4: 166,947 shares; 2025Q1: 163,963 shares; 2025Q2: 150,905 shares; 2025Q3: 146,153 shares; 2025Q4: 139,420 shares; 2026Q1: 130,935 shares 130,935 $6.6M 1.23% -8,485 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,929 shares; 2024Q4: 87,459 shares; 2025Q1: 83,255 shares; 2025Q2: 93,812 shares; 2025Q3: 92,012 shares; 2025Q4: 86,183 shares; 2026Q1: 91,415 shares 91,415 $6.38M 1.19% +5,232 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,598 shares; 2024Q4: 17,793 shares; 2025Q1: 19,221 shares; 2025Q2: 21,029 shares; 2025Q3: 18,589 shares; 2025Q4: 20,744 shares; 2026Q1: 20,836 shares 20,836 $5.98M 1.12% +92 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,445 shares; 2024Q4: 36,359 shares; 2025Q1: 35,721 shares; 2025Q2: 39,834 shares; 2025Q3: 39,019 shares; 2025Q4: 38,262 shares; 2026Q1: 39,197 shares 39,197 $5.71M 1.07% +935 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,649 shares; 2024Q4: 22,225 shares; 2025Q1: 20,939 shares; 2025Q2: 20,105 shares; 2025Q3: 20,242 shares; 2025Q4: 19,176 shares; 2026Q1: 20,979 shares 20,979 $5.71M 1.07% +1,803 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,659 shares; 2024Q4: 11,839 shares; 2025Q1: 8,699 shares; 2025Q2: 8,716 shares; 2025Q3: 8,732 shares; 2025Q4: 8,749 shares; 2026Q1: 8,766 shares 8,766 $5.7M 1.07% +17 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,801 shares; 2024Q4: 14,719 shares; 2025Q1: 15,113 shares; 2025Q2: 16,020 shares; 2025Q3: 16,294 shares; 2025Q4: 15,584 shares; 2026Q1: 15,331 shares 15,331 $5.68M 1.06% -253 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,335 shares; 2024Q4: 141,278 shares; 2025Q1: 147,901 shares; 2025Q2: 135,721 shares; 2025Q3: 132,583 shares; 2025Q4: 125,946 shares; 2026Q1: 122,599 shares 122,599 $5.55M 1.04% -3,347 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,129 shares; 2024Q4: 17,135 shares; 2025Q1: 17,490 shares; 2025Q2: 17,939 shares; 2025Q3: 18,189 shares; 2025Q4: 17,943 shares; 2026Q1: 25,204 shares 25,204 $5.25M 0.98% +7,261 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,731 shares; 2024Q4: 28,097 shares; 2025Q1: 29,236 shares; 2025Q2: 29,909 shares; 2025Q3: 29,821 shares; 2025Q4: 28,110 shares; 2026Q1: 28,612 shares 28,612 $4.99M 0.93% +502 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,299 shares; 2024Q4: 55,383 shares; 2025Q1: 54,263 shares; 2025Q2: 55,937 shares; 2025Q3: 56,840 shares; 2025Q4: 57,458 shares; 2026Q1: 72,782 shares 72,782 $4.78M 0.89% +15,324 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,066 shares; 2024Q4: 58,223 shares; 2025Q1: 51,449 shares; 2025Q2: 44,727 shares; 2025Q3: 42,945 shares; 2025Q4: 115,748 shares; 2026Q1: 93,497 shares 93,497 $4.65M 0.87% -22,251 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,258 shares; 2024Q4: 100,561 shares; 2025Q1: 48,735 shares; 2025Q2: 75,377 shares; 2025Q3: 88,963 shares; 2025Q4: 53,298 shares; 2026Q1: 42,523 shares 42,523 $4.28M 0.8% -10,775 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,222 shares; 2024Q4: 88,466 shares; 2025Q1: 89,598 shares; 2025Q2: 84,034 shares; 2025Q3: 85,245 shares; 2025Q4: 86,497 shares; 2026Q1: 87,651 shares 87,651 $4.12M 0.77% +1,154 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares; 2026Q1: 51,241 shares 51,241 $4.06M 0.76% +45,010 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 10,806 shares; 2025Q1: 10,768 shares; 2025Q2: 12,213 shares; 2025Q3: 12,198 shares; 2025Q4: 11,666 shares; 2026Q1: 11,674 shares 11,674 $3.36M 0.63% +8 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,852 shares; 2024Q4: 56,881 shares; 2025Q1: 56,615 shares; 2025Q2: 59,307 shares; 2025Q3: 60,693 shares; 2025Q4: 62,769 shares; 2026Q1: 67,191 shares 67,191 $3.36M 0.63% +4,422 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 23,625 shares; 2025Q1: 23,961 shares; 2025Q2: 24,393 shares; 2025Q3: 24,864 shares; 2025Q4: 25,535 shares; 2026Q1: 31,706 shares 31,706 $3M 0.56% +6,171 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 21,037 shares; 2025Q1: 21,065 shares; 2025Q2: 21,454 shares; 2025Q3: 17,687 shares; 2025Q4: 16,985 shares; 2026Q1: 17,059 shares 17,059 $2.98M 0.56% +74 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,114 shares; 2024Q4: 36,303 shares; 2025Q1: 33,022 shares; 2025Q2: 29,572 shares; 2025Q3: 30,501 shares; 2025Q4: 30,665 shares; 2026Q1: 29,434 shares 29,434 $2.96M 0.55% -1,231 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,134 shares; 2025Q1: 10,034 shares; 2025Q2: 9,991 shares; 2025Q3: 9,981 shares; 2025Q4: 9,823 shares; 2026Q1: 9,802 shares 9,802 $2.88M 0.54% -21 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,914 shares; 2024Q4: 28,515 shares; 2025Q1: 28,731 shares; 2025Q2: 25,772 shares; 2025Q3: 26,505 shares; 2025Q4: 26,589 shares; 2026Q1: 29,679 shares 29,679 $2.84M 0.53% +3,090 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,053 shares 35,053 $2.72M 0.51% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,551 shares; 2024Q4: 72,353 shares; 2025Q1: 73,337 shares; 2025Q2: 80,118 shares; 2025Q3: 82,448 shares; 2025Q4: 84,556 shares; 2026Q1: 99,972 shares 99,972 $2.66M 0.5% +15,416 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,969 shares; 2024Q4: 40,509 shares; 2025Q1: 43,125 shares; 2025Q2: 43,907 shares; 2025Q3: 45,645 shares; 2025Q4: 45,482 shares; 2026Q1: 52,330 shares 52,330 $2.62M 0.49% +6,848 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,312 shares; 2024Q4: 47,696 shares; 2025Q1: 48,415 shares; 2025Q2: 45,960 shares; 2025Q3: 47,298 shares; 2025Q4: 48,392 shares; 2026Q1: 54,248 shares 54,248 $2.5M 0.47% +5,856 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,437 shares; 2024Q4: 74,196 shares; 2025Q1: 63,370 shares; 2025Q2: 53,579 shares; 2025Q3: 55,671 shares; 2025Q4: 54,815 shares; 2026Q1: 49,108 shares 49,108 $2.49M 0.46% -5,707 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 3,766 shares; 2026Q1: 3,767 shares 3,767 $2.46M 0.46% +1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,486 shares; 2025Q1: 9,239 shares; 2025Q2: 11,154 shares; 2025Q3: 11,488 shares; 2025Q4: 11,271 shares; 2026Q1: 11,290 shares 11,290 $2.45M 0.46% +19 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,208 shares; 2024Q4: 24,744 shares; 2025Q1: 25,076 shares; 2025Q2: 25,158 shares; 2025Q3: 29,413 shares; 2025Q4: 40,190 shares; 2026Q1: 39,496 shares 39,496 $2.43M 0.45% -694 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,582 shares 40,582 $2.38M 0.44% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,848 shares; 2024Q4: 25,641 shares; 2025Q1: 25,701 shares; 2025Q2: 27,950 shares; 2025Q3: 30,864 shares; 2025Q4: 33,161 shares; 2026Q1: 34,130 shares 34,130 $2.36M 0.44% +969 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 11,287 shares; 2025Q1: 11,920 shares; 2025Q2: 10,336 shares; 2025Q3: 10,247 shares; 2025Q4: 10,225 shares; 2026Q1: 9,889 shares 9,889 $2.23M 0.42% -336 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,026 shares; 2024Q4: 28,525 shares; 2025Q1: 28,444 shares; 2025Q2: 28,054 shares; 2025Q3: 28,698 shares; 2025Q4: 27,117 shares; 2026Q1: 28,773 shares 28,773 $2.15M 0.4% +1,656 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,311 shares; 2024Q4: 58,336 shares; 2025Q1: 55,138 shares; 2025Q2: 55,794 shares; 2025Q3: 56,683 shares; 2025Q4: 57,637 shares; 2026Q1: 52,462 shares 52,462 $2.13M 0.4% -5,175 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,745 shares; 2024Q4: 37,602 shares; 2025Q1: 39,794 shares; 2025Q2: 37,903 shares; 2025Q3: 38,792 shares; 2025Q4: 38,745 shares; 2026Q1: 42,257 shares 42,257 $2.11M 0.39% +3,512 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,283 shares; 2025Q1: 6,387 shares; 2025Q2: 6,303 shares; 2025Q3: 6,364 shares; 2025Q4: 5,773 shares; 2026Q1: 6,409 shares 6,409 $1.98M 0.37% +636 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,971 shares; 2025Q4: 20,958 shares; 2026Q1: 25,309 shares 25,309 $1.97M 0.37% +4,351 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,388 shares; 2024Q4: 31,045 shares; 2025Q1: 30,055 shares; 2025Q2: 24,777 shares; 2025Q3: 24,841 shares; 2025Q4: 25,042 shares; 2026Q1: 25,170 shares 25,170 $1.89M 0.35% +128 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,019 shares; 2025Q1: 2,017 shares; 2025Q2: 1,950 shares; 2025Q3: 1,941 shares; 2025Q4: 19,016 shares; 2026Q1: 19,272 shares 19,272 $1.85M 0.35% +256 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,129 shares; 2025Q1: 2,139 shares; 2025Q2: 2,151 shares; 2025Q3: 2,145 shares; 2025Q4: 1,996 shares; 2026Q1: 1,997 shares 1,997 $1.84M 0.34% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,369 shares; 2025Q1: 1,381 shares; 2025Q2: 1,340 shares; 2025Q3: 1,364 shares; 2025Q4: 1,363 shares; 2026Q1: 1,387 shares 1,387 $1.83M 0.34% +24 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 3,939 shares; 2025Q1: 3,803 shares; 2025Q2: 3,934 shares; 2025Q3: 4,696 shares; 2025Q4: 4,685 shares; 2026Q1: 4,853 shares 4,853 $1.64M 0.31% +168 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 6,603 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 6,581 shares; 2026Q1: 6,581 shares 6,581 $1.63M 0.31% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 6,772 shares; 2025Q1: 6,735 shares; 2025Q2: 6,878 shares; 2025Q3: 6,910 shares; 2025Q4: 6,841 shares; 2026Q1: 6,626 shares 6,626 $1.62M 0.3% -215 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,004 shares; 2024Q4: 35,378 shares; 2025Q1: 32,231 shares; 2025Q2: 33,372 shares; 2025Q3: 32,156 shares; 2025Q4: 29,189 shares; 2026Q1: 24,629 shares 24,629 $1.61M 0.3% -4,560 Timeline VGHY VANGUARD FIXED INCOME SECS F More: the full row for VANGUARD FIXED INCOME SECS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,479 shares 21,479 $1.6M 0.3% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,801 shares; 2025Q1: 2,861 shares; 2025Q2: 2,841 shares; 2025Q3: 2,835 shares; 2025Q4: 2,707 shares; 2026Q1: 2,758 shares 2,758 $1.58M 0.3% +51 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,086 shares; 2024Q4: 18,143 shares; 2025Q1: 18,045 shares; 2025Q2: 18,064 shares; 2025Q3: 18,064 shares; 2025Q4: 18,592 shares; 2026Q1: 19,093 shares 19,093 $1.54M 0.29% +501 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,238 shares; 2024Q4: 19,869 shares; 2025Q1: 19,519 shares; 2025Q2: 21,215 shares; 2025Q3: 19,963 shares; 2025Q4: 19,466 shares; 2026Q1: 19,225 shares 19,225 $1.53M 0.29% -241 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 3,399 shares 3,399 $1.45M 0.27% +2,071 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.27% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,187 shares; 2026Q1: 3,243 shares 3,243 $1.41M 0.26% +2,056 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 9,347 shares; 2025Q1: 9,739 shares; 2025Q2: 9,924 shares; 2025Q3: 10,352 shares; 2025Q4: 10,536 shares; 2026Q1: 10,875 shares 10,875 $1.37M 0.26% +339 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,343 shares; 2024Q4: 9,126 shares; 2025Q1: 9,136 shares; 2025Q2: 9,118 shares; 2025Q3: 8,808 shares; 2025Q4: 9,284 shares; 2026Q1: 9,319 shares 9,319 $1.37M 0.26% +35 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,237 shares; 2025Q1: 8,094 shares; 2025Q2: 8,097 shares; 2025Q3: 8,648 shares; 2025Q4: 8,212 shares; 2026Q1: 8,255 shares 8,255 $1.36M 0.25% +43 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,371 shares; 2025Q1: 1,361 shares; 2025Q2: 1,362 shares; 2025Q3: 1,360 shares; 2025Q4: 1,328 shares; 2026Q1: 1,352 shares 1,352 $1.35M 0.25% +24 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,437 shares; 2024Q4: 33,675 shares; 2025Q1: 37,679 shares; 2025Q2: 36,002 shares; 2025Q3: 36,556 shares; 2025Q4: 36,444 shares; 2026Q1: 39,184 shares 39,184 $1.33M 0.25% +2,740 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 17,460 shares; 2025Q1: 17,457 shares; 2025Q2: 17,428 shares; 2025Q3: 17,413 shares; 2025Q4: 17,117 shares; 2026Q1: 17,010 shares 17,010 $1.32M 0.25% -107 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,791 shares; 2025Q1: 6,956 shares; 2025Q2: 6,317 shares; 2025Q3: 6,157 shares; 2025Q4: 6,157 shares; 2026Q1: 6,307 shares 6,307 $1.3M 0.24% +150 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,871 shares; 2025Q1: 7,688 shares; 2025Q2: 7,713 shares; 2025Q3: 7,669 shares; 2025Q4: 7,642 shares; 2026Q1: 7,555 shares 7,555 $1.28M 0.24% -87 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,547 shares; 2024Q4: 10,490 shares; 2025Q1: 10,581 shares; 2025Q2: 10,531 shares; 2025Q3: 10,554 shares; 2025Q4: 10,399 shares; 2026Q1: 10,414 shares 10,414 $1.25M 0.23% +15 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,193 shares; 2025Q1: 1,206 shares; 2025Q2: 1,205 shares; 2025Q3: 1,208 shares; 2025Q4: 1,233 shares; 2026Q1: 1,266 shares 1,266 $1.22M 0.23% +33 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 13,427 shares; 2025Q1: 13,254 shares; 2025Q2: 13,275 shares; 2025Q3: 13,261 shares; 2025Q4: 12,804 shares; 2026Q1: 12,655 shares 12,655 $1.18M 0.22% -149 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 7,847 shares; 2025Q1: 8,021 shares; 2025Q2: 8,120 shares; 2025Q3: 8,019 shares; 2025Q4: 7,620 shares; 2026Q1: 7,646 shares 7,646 $1.17M 0.22% +26 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,909 shares; 2025Q1: 6,983 shares; 2025Q2: 10,519 shares; 2025Q3: 8,839 shares; 2025Q4: 9,351 shares; 2026Q1: 8,874 shares 8,874 $1.15M 0.22% -477 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,356 shares; 2025Q1: 4,430 shares; 2025Q2: 4,440 shares; 2025Q3: 3,897 shares; 2025Q4: 3,806 shares; 2026Q1: 3,786 shares 3,786 $1.15M 0.21% -20 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,366 shares 21,366 $1.09M 0.2% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,416 shares 5,416 $1.07M 0.2% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,455 shares; 2025Q1: 3,309 shares; 2025Q2: 3,241 shares; 2025Q3: 3,791 shares; 2025Q4: 5,310 shares; 2026Q1: 5,360 shares 5,360 $1.07M 0.2% +50 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,718 shares; 2025Q1: 7,755 shares; 2025Q2: 7,763 shares; 2025Q3: 7,718 shares; 2025Q4: 7,534 shares; 2026Q1: 7,380 shares 7,380 $1.07M 0.2% -154 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,301 shares; 2025Q1: 2,247 shares; 2025Q2: 2,243 shares; 2025Q3: 2,316 shares; 2025Q4: 2,278 shares; 2026Q1: 2,222 shares 2,222 $1.06M 0.2% -56 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,832 shares; 2024Q4: 10,832 shares; 2025Q1: 11,574 shares; 2025Q2: 11,635 shares; 2025Q3: 11,487 shares; 2025Q4: 11,251 shares; 2026Q1: 11,561 shares 11,561 $1.06M 0.2% +310 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,777 shares; 2026Q1: 22,465 shares 22,465 $1.05M 0.2% -1,312 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,223 shares; 2025Q1: 7,014 shares; 2025Q2: 7,155 shares; 2025Q3: 7,874 shares; 2025Q4: 8,928 shares; 2026Q1: 8,817 shares 8,817 $1.04M 0.19% -111 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,549 shares; 2025Q1: 12,650 shares; 2025Q2: 12,808 shares; 2025Q3: 12,838 shares; 2025Q4: 12,537 shares; 2026Q1: 12,560 shares 12,560 $1.04M 0.19% +23 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,407 shares; 2025Q1: 3,374 shares; 2025Q2: 3,377 shares; 2025Q3: 3,381 shares; 2025Q4: 3,396 shares; 2026Q1: 3,403 shares 3,403 $1.03M 0.19% +7 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,117 shares; 2024Q4: 13,884 shares; 2025Q1: 14,250 shares; 2025Q2: 14,260 shares; 2025Q3: 14,102 shares; 2025Q4: 11,025 shares; 2026Q1: 10,755 shares 10,755 $1.01M 0.19% -270 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares 4,622 $994K 0.19% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,606 shares; 2025Q1: 6,574 shares; 2025Q2: 6,500 shares; 2025Q3: 7,576 shares; 2025Q4: 7,464 shares; 2026Q1: 7,599 shares 7,599 $956K 0.18% +135 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,443 shares; 2024Q4: 13,519 shares; 2025Q1: 13,543 shares; 2025Q2: 14,006 shares; 2025Q3: 14,031 shares; 2025Q4: 14,474 shares; 2026Q1: 14,484 shares 14,484 $928K 0.17% +10 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,588 shares; 2024Q4: 23,870 shares; 2025Q1: 25,668 shares; 2025Q2: 27,233 shares; 2025Q3: 27,443 shares; 2025Q4: 28,388 shares; 2026Q1: 30,062 shares 30,062 $911K 0.17% +1,674 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,561 shares 19,561 $872K 0.16% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $853K 0.16% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,423 shares; 2025Q1: 2,403 shares; 2025Q2: 2,397 shares; 2025Q3: 2,398 shares; 2025Q4: 2,369 shares; 2026Q1: 2,368 shares 2,368 $833K 0.16% -1 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,713 shares; 2024Q4: 10,223 shares; 2025Q1: 10,233 shares; 2025Q2: 11,005 shares; 2025Q3: 11,316 shares; 2025Q4: 11,422 shares; 2026Q1: 11,432 shares 11,432 $832K 0.16% +10 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,661 shares; 2025Q1: 7,973 shares; 2025Q2: 8,036 shares; 2025Q3: 6,342 shares; 2025Q4: 6,095 shares; 2026Q1: 6,875 shares 6,875 $791K 0.15% +780 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,332 shares; 2024Q4: 18,330 shares; 2025Q1: 18,761 shares; 2025Q2: 19,376 shares; 2025Q3: 19,332 shares; 2025Q4: 19,391 shares; 2026Q1: 19,977 shares 19,977 $776K 0.15% +586 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,817 shares; 2024Q4: 4,131 shares; 2025Q1: 4,180 shares; 2025Q2: 3,847 shares; 2025Q3: 3,837 shares; 2025Q4: 3,744 shares; 2026Q1: 3,762 shares 3,762 $775K 0.15% +18 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,085 shares; 2024Q4: 19,672 shares; 2025Q1: 10,000 shares; 2025Q2: 24,282 shares; 2025Q3: 37,038 shares; 2025Q4: 37,038 shares; 2026Q1: 16,212 shares 16,212 $749K 0.14% -20,826 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,761 shares; 2024Q4: 7,538 shares; 2025Q1: 4,932 shares; 2025Q2: 4,789 shares; 2025Q3: 5,180 shares; 2025Q4: 5,288 shares; 2026Q1: 5,313 shares 5,313 $729K 0.14% +25 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,090 shares; 2026Q1: 15,945 shares 15,945 $721K 0.13% -145 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: 2,286 shares; 2025Q2: 2,359 shares; 2025Q3: 7,400 shares; 2025Q4: 6,613 shares; 2026Q1: 5,120 shares 5,120 $714K 0.13% -1,493 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 5,820 shares; 2025Q1: 5,743 shares; 2025Q2: 5,710 shares; 2025Q3: 5,695 shares; 2025Q4: 5,660 shares; 2026Q1: 5,724 shares 5,724 $711K 0.13% +64 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,998 shares; 2024Q4: 18,848 shares; 2025Q1: 19,331 shares; 2025Q2: 18,994 shares; 2025Q3: 19,408 shares; 2025Q4: 19,834 shares; 2026Q1: 7,444 shares 7,444 $694K 0.13% -12,390 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; 2024Q2: restricted; 2024Q3: 36,780 shares; 2024Q4: 36,063 shares; 2025Q1: 35,202 shares; 2025Q2: 34,825 shares; 2025Q3: 34,682 shares; 2025Q4: 31,935 shares; 2026Q1: 31,743 shares 31,743 $688K 0.13% -192 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 7,970 shares; 2025Q1: 8,018 shares; 2025Q2: 7,263 shares; 2025Q3: 7,275 shares; 2025Q4: 7,307 shares; 2026Q1: 7,293 shares 7,293 $675K 0.13% -14 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; 2024Q2: restricted; 2024Q3: 37,127 shares; 2024Q4: 36,422 shares; 2025Q1: 35,759 shares; 2025Q2: 35,383 shares; 2025Q3: 35,127 shares; 2025Q4: 34,131 shares; 2026Q1: 33,987 shares 33,987 $671K 0.13% -144 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,919 shares; 2024Q4: 39,992 shares; 2025Q1: 39,701 shares; 2025Q2: 39,583 shares; 2025Q3: 39,583 shares; 2025Q4: 38,021 shares; 2026Q1: 37,991 shares 37,991 $645K 0.12% -30 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,312 shares; 2025Q1: 4,322 shares; 2025Q2: 4,448 shares; 2025Q3: 4,283 shares; 2025Q4: 4,284 shares; 2026Q1: 4,266 shares 4,266 $641K 0.12% -18 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,923 shares; 2024Q4: 18,112 shares; 2025Q1: 16,820 shares; 2025Q2: 16,786 shares; 2025Q3: 16,730 shares; 2025Q4: 16,768 shares; 2026Q1: 13,277 shares 13,277 $629K 0.12% -3,491 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,802 shares; 2026Q1: 1,452 shares 1,452 $625K 0.12% -350 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,229 shares; 2025Q4: 1,142 shares; 2026Q1: 983 shares 983 $624K 0.12% -159 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,869 shares; 2024Q4: 51,132 shares; 2025Q1: 52,195 shares; 2025Q2: 52,364 shares; 2025Q3: 53,176 shares; 2025Q4: 53,442 shares; 2026Q1: 54,174 shares 54,174 $611K 0.11% +732 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,099 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,130 shares; 2025Q4: 2,140 shares; 2026Q1: 2,150 shares 2,150 $610K 0.11% +10 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,045 shares; 2024Q4: 13,045 shares; 2025Q1: 13,045 shares; 2025Q2: 13,045 shares; 2025Q3: 13,045 shares; 2025Q4: 13,045 shares; 2026Q1: 13,045 shares 13,045 $610K 0.11% 0 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,215 shares; 2024Q4: 58,547 shares; 2025Q1: 59,138 shares; 2025Q2: 57,180 shares; 2025Q3: 58,548 shares; 2025Q4: 60,279 shares; 2026Q1: 12,552 shares 12,552 $607K 0.11% -47,727 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 6,198 shares; 2025Q1: 6,200 shares; 2025Q2: 6,212 shares; 2025Q3: 6,212 shares; 2025Q4: 6,224 shares; 2026Q1: 6,224 shares 6,224 $605K 0.11% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,598 shares; 2025Q1: 3,429 shares; 2025Q2: 3,432 shares; 2025Q3: 2,924 shares; 2025Q4: 2,900 shares; 2026Q1: 2,912 shares 2,912 $602K 0.11% +12 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,022 shares; 2025Q2: 4,792 shares; 2025Q3: 5,209 shares; 2025Q4: 5,247 shares; 2026Q1: 4,991 shares 4,991 $602K 0.11% -256 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,968 shares; 2024Q4: 19,954 shares; 2025Q1: 20,147 shares; 2025Q2: 20,158 shares; 2025Q3: 20,168 shares; 2025Q4: 20,183 shares; 2026Q1: 20,188 shares 20,188 $587K 0.11% +5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,732 shares; 2025Q1: 1,698 shares; 2025Q2: 1,780 shares; 2025Q3: 1,777 shares; 2025Q4: 1,735 shares; 2026Q1: 1,698 shares 1,698 $580K 0.11% -37 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,491 shares; 2025Q1: 3,401 shares; 2025Q2: 3,438 shares; 2025Q3: 3,455 shares; 2025Q4: 3,403 shares; 2026Q1: 3,382 shares 3,382 $579K 0.11% -21 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,234 shares; 2026Q1: 6,302 shares 6,302 $573K 0.11% +68 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 3,154 shares; 2025Q1: 3,166 shares; 2025Q2: 3,176 shares; 2025Q3: 3,182 shares; 2025Q4: 3,066 shares; 2026Q1: 3,048 shares 3,048 $569K 0.11% -18 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,751 shares; 2025Q2: 4,840 shares; 2025Q3: 4,858 shares; 2025Q4: 5,813 shares; 2026Q1: 6,456 shares 6,456 $568K 0.11% +643 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $567K 0.11% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,750 shares; 2025Q1: 1,749 shares; 2025Q2: 1,759 shares; 2025Q3: 1,760 shares; 2025Q4: 1,693 shares; 2026Q1: 1,713 shares 1,713 $563K 0.11% +20 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; 2024Q2: restricted; 2024Q3: 15,870 shares; 2024Q4: 15,461 shares; 2025Q1: 15,421 shares; 2025Q2: 15,093 shares; 2025Q3: 15,115 shares; 2025Q4: 14,214 shares; 2026Q1: 14,244 shares 14,244 $557K 0.1% +30 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,115 shares; 2025Q4: 5,636 shares; 2026Q1: 4,056 shares 4,056 $550K 0.1% -1,580 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 125 shares 125 $526K 0.1% +1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,955 shares; 2024Q4: 22,523 shares; 2025Q1: 17,768 shares; 2025Q2: 17,766 shares; 2025Q3: 18,435 shares; 2025Q4: 11,552 shares; 2026Q1: 4,844 shares 4,844 $526K 0.1% -6,708 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,317 shares; 2025Q1: 2,300 shares; 2025Q2: 2,305 shares; 2025Q3: 2,430 shares; 2025Q4: 2,323 shares; 2026Q1: 2,317 shares 2,317 $504K 0.09% -6 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 24,829 shares; 2025Q1: 24,648 shares; 2025Q2: 25,299 shares; 2025Q3: 25,262 shares; 2025Q4: 25,094 shares; 2026Q1: 24,268 shares 24,268 $502K 0.09% -826 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 547 shares; 2026Q1: 563 shares 563 $492K 0.09% +16 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,658 shares; 2026Q1: 3,075 shares 3,075 $491K 0.09% +1,417 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 11,088 shares; 2025Q1: 11,265 shares; 2025Q2: 10,475 shares; 2025Q3: 10,574 shares; 2025Q4: 10,202 shares; 2026Q1: 10,434 shares 10,434 $490K 0.09% +232 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 7,350 shares; 2025Q1: 6,845 shares; 2025Q2: 5,001 shares; 2025Q3: 4,909 shares; 2025Q4: 5,204 shares; 2026Q1: 5,237 shares 5,237 $483K 0.09% +33 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,056 shares; 2025Q1: 1,046 shares; 2025Q2: 1,039 shares; 2025Q3: 1,040 shares; 2025Q4: 991 shares; 2026Q1: 966 shares 966 $483K 0.09% -25 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,416 shares; 2026Q1: 6,282 shares 6,282 $479K 0.09% -134 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,159 shares; 2026Q1: 8,031 shares 8,031 $458K 0.09% -128 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 17,808 shares; 2025Q1: 17,854 shares; 2025Q2: 17,898 shares; 2025Q3: 17,941 shares; 2025Q4: 17,988 shares; 2026Q1: 18,031 shares 18,031 $453K 0.08% +43 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares; 2025Q4: 1,392 shares; 2026Q1: 1,337 shares 1,337 $452K 0.08% -55 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 18,035 shares; 2025Q1: 18,179 shares; 2025Q2: 18,049 shares; 2025Q3: 17,902 shares; 2025Q4: 17,155 shares; 2026Q1: 16,958 shares 16,958 $442K 0.08% -197 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,802 shares 13,802 $430K 0.08% 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; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,566 shares; 2025Q1: 6,750 shares; 2025Q2: 6,780 shares; 2025Q3: 6,942 shares; 2025Q4: 7,161 shares; 2026Q1: 7,276 shares 7,276 $425K 0.08% +115 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,202 shares; 2025Q1: 2,205 shares; 2025Q2: 2,193 shares; 2025Q3: 2,209 shares; 2025Q4: 2,143 shares; 2026Q1: 2,066 shares 2,066 $420K 0.08% -77 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,331 shares; 2025Q1: 3,363 shares; 2025Q2: 3,367 shares; 2025Q3: 3,327 shares; 2025Q4: 3,286 shares; 2026Q1: 3,215 shares 3,215 $414K 0.08% -71 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: 5,769 shares; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares; 2026Q1: 5,769 shares 5,769 $410K 0.08% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 4,368 shares; 2025Q1: 4,524 shares; 2025Q2: 4,654 shares; 2025Q3: 4,814 shares; 2025Q4: 4,726 shares; 2026Q1: 4,773 shares 4,773 $404K 0.08% +47 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,492 shares; 2025Q1: 5,484 shares; 2025Q2: 5,517 shares; 2025Q3: 5,496 shares; 2025Q4: 5,267 shares; 2026Q1: 5,250 shares 5,250 $399K 0.07% -17 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,648 shares; 2025Q2: 8,419 shares; 2025Q3: 8,316 shares; 2025Q4: 8,194 shares; 2026Q1: 8,190 shares 8,190 $395K 0.07% -4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,231 shares; 2025Q1: 6,387 shares; 2025Q2: 6,612 shares; 2025Q3: 6,905 shares; 2025Q4: 6,903 shares; 2026Q1: 7,149 shares 7,149 $395K 0.07% +246 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,696 shares; 2024Q4: 252,335 shares; 2025Q1: 263,785 shares; 2025Q2: 276,485 shares; 2025Q3: 292,885 shares; 2025Q4: 409,885 shares; 2026Q1: 43,485 shares 43,485 $386K 0.07% -366,400 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,849 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,889 shares; 2025Q4: 1,980 shares; 2026Q1: 2,076 shares 2,076 $383K 0.07% +96 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; 2024Q2: restricted; 2024Q3: 45,261 shares; 2024Q4: 44,538 shares; 2025Q1: 44,980 shares; 2025Q2: 44,832 shares; 2025Q3: 45,507 shares; 2025Q4: 45,537 shares; 2026Q1: 47,271 shares 47,271 $375K 0.07% +1,734 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares; 2026Q1: 2,924 shares 2,924 $375K 0.07% 0 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; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,227 shares; 2025Q1: 4,311 shares; 2025Q2: 3,717 shares; 2025Q3: 3,954 shares; 2025Q4: 3,903 shares; 2026Q1: 3,991 shares 3,991 $372K 0.07% +88 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,650 shares; 2024Q4: 211,640 shares; 2025Q1: 211,640 shares; 2025Q2: 211,533 shares; 2025Q3: 211,619 shares; 2025Q4: 211,619 shares; 2026Q1: 211,440 shares 211,440 $372K 0.07% -179 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 13,238 shares; 2025Q1: 13,271 shares; 2025Q2: 13,290 shares; 2025Q3: 13,255 shares; 2025Q4: 12,804 shares; 2026Q1: 12,817 shares 12,817 $372K 0.07% +13 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 515 shares; 2025Q4: 526 shares; 2026Q1: 521 shares 521 $369K 0.07% -5 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,221 shares; 2025Q1: 1,218 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares 1,234 $360K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares; 2025Q4: 6,291 shares; 2026Q1: 6,291 shares 6,291 $357K 0.07% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,704 shares; 2024Q4: 13,843 shares; 2025Q1: 13,843 shares; 2025Q2: 13,932 shares; 2025Q3: 13,932 shares; 2025Q4: 14,326 shares; 2026Q1: 14,326 shares 14,326 $355K 0.07% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,112 shares 9,112 $350K 0.07% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,838 shares; 2025Q2: 5,058 shares; 2025Q3: not reported; 2025Q4: 5,176 shares; 2026Q1: 5,225 shares 5,225 $344K 0.06% +49 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,248 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $338K 0.06% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,947 shares; 2025Q1: 3,014 shares; 2025Q2: 3,093 shares; 2025Q3: 3,156 shares; 2025Q4: 3,166 shares; 2026Q1: 3,186 shares 3,186 $337K 0.06% +20 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,321 shares; 2026Q1: 7,947 shares 7,947 $330K 0.06% -374 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,087 shares; 2025Q2: 3,181 shares; 2025Q3: 3,295 shares; 2025Q4: 3,307 shares; 2026Q1: 3,556 shares 3,556 $328K 0.06% +249 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 16,604 shares; 2025Q1: 16,563 shares; 2025Q2: 16,542 shares; 2025Q3: 16,316 shares; 2025Q4: 15,914 shares; 2026Q1: 15,487 shares 15,487 $328K 0.06% -427 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,836 shares; 2025Q4: 2,438 shares; 2026Q1: 2,385 shares 2,385 $324K 0.06% -53 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,091 shares; 2025Q1: 11,817 shares; 2025Q2: 11,632 shares; 2025Q3: 11,173 shares; 2025Q4: 10,469 shares; 2026Q1: 8,700 shares 8,700 $320K 0.06% -1,769 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $309K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,303 shares; 2025Q1: 1,317 shares; 2025Q2: 1,300 shares; 2025Q3: 1,299 shares; 2025Q4: 1,258 shares; 2026Q1: 1,267 shares 1,267 $307K 0.06% +9 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 687 shares; 2025Q1: 683 shares; 2025Q2: 659 shares; 2025Q3: 666 shares; 2025Q4: 642 shares; 2026Q1: 625 shares 625 $307K 0.06% -17 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,295 shares 2,295 $306K 0.06% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,062 shares; 2026Q1: 3,063 shares 3,063 $306K 0.06% +1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,723 shares; 2024Q4: 16,162 shares; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: 1,913 shares; 2025Q4: 1,987 shares; 2026Q1: 2,042 shares 2,042 $299K 0.06% +55 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 927 shares; 2025Q3: 901 shares; 2025Q4: 909 shares; 2026Q1: 972 shares 972 $295K 0.06% +63 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 832 shares; 2025Q1: 841 shares; 2025Q2: 844 shares; 2025Q3: 843 shares; 2025Q4: 801 shares; 2026Q1: 819 shares 819 $293K 0.05% +18 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,976 shares; 2025Q1: 2,985 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 2,879 shares; 2026Q1: 2,829 shares 2,829 $290K 0.05% -50 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 7,950 shares; 2025Q1: 7,846 shares; 2025Q2: 8,224 shares; 2025Q3: 8,272 shares; 2025Q4: 8,265 shares; 2026Q1: 8,179 shares 8,179 $290K 0.05% -86 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,425 shares; 2026Q1: 6,425 shares 6,425 $287K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,050 shares; 2025Q1: 1,059 shares; 2025Q2: 1,063 shares; 2025Q3: 1,065 shares; 2025Q4: 1,016 shares; 2026Q1: 914 shares 914 $284K 0.05% -102 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,997 shares; 2026Q1: 4,276 shares 4,276 $284K 0.05% +279 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 915 shares; 2025Q1: 922 shares; 2025Q2: 963 shares; 2025Q3: 926 shares; 2025Q4: 925 shares; 2026Q1: 927 shares 927 $282K 0.05% +2 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451 shares; 2026Q1: 474 shares 474 $281K 0.05% +23 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,058 shares 9,058 $278K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares; 2026Q1: 1,299 shares 1,299 $278K 0.05% -35 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,304 shares; 2025Q2: 3,306 shares; 2025Q3: 3,307 shares; 2025Q4: 3,172 shares; 2026Q1: 3,117 shares 3,117 $277K 0.05% -55 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,376 shares 9,376 $275K 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,899 shares; 2025Q1: 5,793 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares; 2025Q4: 5,639 shares; 2026Q1: 5,637 shares 5,637 $275K 0.05% -2 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,707 shares; 2025Q1: 3,571 shares; 2025Q2: 3,646 shares; 2025Q3: 3,643 shares; 2025Q4: 3,580 shares; 2026Q1: 3,510 shares 3,510 $274K 0.05% -70 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,456 shares; 2025Q1: 1,500 shares; 2025Q2: 1,499 shares; 2025Q3: 1,497 shares; 2025Q4: 1,462 shares; 2026Q1: 1,403 shares 1,403 $272K 0.05% -59 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares 2,771 $271K 0.05% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $270K 0.05% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,569 shares; 2025Q1: 4,557 shares; 2025Q2: 4,504 shares; 2025Q3: 4,522 shares; 2025Q4: 4,527 shares; 2026Q1: 4,530 shares 4,530 $270K 0.05% +3 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,078 shares; 2025Q1: 3,006 shares; 2025Q2: 2,949 shares; 2025Q3: 2,976 shares; 2025Q4: 2,880 shares; 2026Q1: 2,896 shares 2,896 $269K 0.05% +16 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; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 7,916 shares; 2025Q1: 7,916 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $269K 0.05% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 14,059 shares; 2025Q1: 16,644 shares; 2025Q2: 14,082 shares; 2025Q3: 23,796 shares; 2025Q4: 25,371 shares; 2026Q1: 24,760 shares 24,760 $268K 0.05% -611 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,263 shares; 2025Q1: not reported; 2025Q2: 4,373 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,707 shares 5,707 $266K 0.05% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,181 shares 2,181 $265K 0.05% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 14,595 shares; 2025Q1: 612 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 537 shares; 2026Q1: 458 shares 458 $264K 0.05% -79 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,811 shares; 2026Q1: 5,979 shares 5,979 $264K 0.05% +168 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 912 shares; 2025Q1: 845 shares; 2025Q2: 788 shares; 2025Q3: 770 shares; 2025Q4: 792 shares; 2026Q1: 862 shares 862 $262K 0.05% +70 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,675 shares 7,675 $262K 0.05% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,535 shares; 2025Q1: 3,473 shares; 2025Q2: 3,424 shares; 2025Q3: 3,429 shares; 2025Q4: 3,479 shares; 2026Q1: 3,587 shares 3,587 $262K 0.05% +108 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 927 shares; 2025Q4: 911 shares; 2026Q1: 930 shares 930 $260K 0.05% +19 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 5,874 shares; 2025Q1: 5,512 shares; 2025Q2: 5,644 shares; 2025Q3: 5,277 shares; 2025Q4: 5,134 shares; 2026Q1: 5,166 shares 5,166 $259K 0.05% +32 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,141 shares; 2025Q1: 1,132 shares; 2025Q2: 1,126 shares; 2025Q3: 1,123 shares; 2025Q4: 1,141 shares; 2026Q1: 1,138 shares 1,138 $257K 0.05% -3 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,115 shares 4,115 $255K 0.05% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,525 shares; 2025Q2: 5,590 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,994 shares 5,994 $254K 0.05% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,801 shares; 2025Q3: 3,982 shares; 2025Q4: 4,313 shares; 2026Q1: 3,901 shares 3,901 $253K 0.05% -412 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,559 shares; 2026Q1: 1,296 shares 1,296 $252K 0.05% -263 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 10,364 shares; 2025Q3: 10,394 shares; 2025Q4: 7,723 shares; 2026Q1: 4,630 shares 4,630 $251K 0.05% -3,093 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,601 shares; 2024Q4: 44,812 shares; 2025Q1: 29,265 shares; 2025Q2: 29,340 shares; 2025Q3: 35,453 shares; 2025Q4: 35,899 shares; 2026Q1: 36,094 shares 36,094 $251K 0.05% +195 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,071 shares; 2025Q1: 1,042 shares; 2025Q2: 954 shares; 2025Q3: 1,030 shares; 2025Q4: 971 shares; 2026Q1: 919 shares 919 $249K 0.05% -52 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $247K 0.05% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,054 shares 26,054 $247K 0.05% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,414 shares; 2025Q3: 8,412 shares; 2025Q4: 8,417 shares; 2026Q1: 8,210 shares 8,210 $244K 0.05% -207 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares 3,201 $244K 0.05% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,677 shares; 2024Q4: 42,437 shares; 2025Q1: 46,795 shares; 2025Q2: 47,587 shares; 2025Q3: 48,433 shares; 2025Q4: 48,152 shares; 2026Q1: 48,242 shares 48,242 $243K 0.05% +90 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 1,281 shares; 2026Q1: 1,255 shares 1,255 $242K 0.05% -26 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,724 shares 5,724 $242K 0.05% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,100 shares; 2025Q1: 1,065 shares; 2025Q2: 1,054 shares; 2025Q3: 1,056 shares; 2025Q4: 1,090 shares; 2026Q1: 1,183 shares 1,183 $242K 0.05% +93 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,474 shares 2,474 $240K 0.04% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,999 shares; 2025Q1: not reported; 2025Q2: 9,849 shares; 2025Q3: 9,900 shares; 2025Q4: 10,135 shares; 2026Q1: 10,531 shares 10,531 $240K 0.04% +396 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 2,026 shares; 2025Q1: 2,016 shares; 2025Q2: 1,922 shares; 2025Q3: 1,905 shares; 2025Q4: 1,849 shares; 2026Q1: 1,804 shares 1,804 $238K 0.04% -45 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,457 shares; 2026Q1: 7,874 shares 7,874 $237K 0.04% +417 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares 2,749 $237K 0.04% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,727 shares 1,727 $236K 0.04% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,093 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,866 shares 9,866 $236K 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 3,445 shares; 2025Q4: 3,518 shares; 2026Q1: 3,464 shares 3,464 $235K 0.04% -54 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,241 shares; 2026Q1: 3,376 shares 3,376 $234K 0.04% +135 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,077 shares; 2025Q4: 7,871 shares; 2026Q1: 7,805 shares 7,805 $234K 0.04% -66 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $234K 0.04% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: not reported; 2025Q1: 3,307 shares; 2025Q2: 3,477 shares; 2025Q3: 3,423 shares; 2025Q4: 3,163 shares; 2026Q1: 3,370 shares 3,370 $234K 0.04% +207 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: not reported; 2025Q1: 457 shares; 2025Q2: 463 shares; 2025Q3: 464 shares; 2025Q4: not reported; 2026Q1: 466 shares 466 $231K 0.04% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,064 shares; 2026Q1: 3,251 shares 3,251 $231K 0.04% +187 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,394 shares; 2025Q4: 5,289 shares; 2026Q1: 5,454 shares 5,454 $230K 0.04% +165 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,529 shares 4,529 $229K 0.04% new Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,144 shares 2,144 $225K 0.04% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares 797 $224K 0.04% new Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,799 shares; 2025Q1: 2,796 shares; 2025Q2: 2,801 shares; 2025Q3: 2,780 shares; 2025Q4: 2,739 shares; 2026Q1: 2,748 shares 2,748 $224K 0.04% +9 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 956 shares; 2025Q3: 943 shares; 2025Q4: 902 shares; 2026Q1: 921 shares 921 $223K 0.04% +19 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,345 shares; 2025Q1: 5,348 shares; 2025Q2: 5,353 shares; 2025Q3: 5,358 shares; 2025Q4: 4,376 shares; 2026Q1: 4,378 shares 4,378 $222K 0.04% +2 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 11,840 shares; 2025Q1: 11,685 shares; 2025Q2: 12,604 shares; 2025Q3: 12,711 shares; 2025Q4: 11,741 shares; 2026Q1: 11,948 shares 11,948 $221K 0.04% +207 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,877 shares 2,877 $221K 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares 1,455 $220K 0.04% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 711 shares; 2025Q4: 692 shares; 2026Q1: 700 shares 700 $220K 0.04% +8 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 1,920 shares; 2025Q4: 1,678 shares; 2026Q1: 1,837 shares 1,837 $220K 0.04% +159 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares; 2026Q1: 1,782 shares 1,782 $220K 0.04% +126 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 2,725 shares; 2025Q2: 2,624 shares; 2025Q3: 2,493 shares; 2025Q4: 2,309 shares; 2026Q1: 1,694 shares 1,694 $220K 0.04% -615 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,221 shares 2,221 $219K 0.04% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,420 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,417 shares 1,417 $218K 0.04% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,846 shares 3,846 $218K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,584 shares; 2025Q1: 1,548 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,436 shares; 2026Q1: 1,401 shares 1,401 $218K 0.04% -35 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,081 shares 6,081 $217K 0.04% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,147 shares 5,147 $217K 0.04% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,106 shares; 2025Q1: 7,426 shares; 2025Q2: 7,442 shares; 2025Q3: 7,256 shares; 2025Q4: 6,780 shares; 2026Q1: 6,539 shares 6,539 $217K 0.04% -241 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317 shares 317 $216K 0.04% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,773 shares 4,773 $216K 0.04% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 489 shares; 2025Q1: 538 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 526 shares; 2026Q1: 652 shares 652 $216K 0.04% +126 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares; 2026Q1: 845 shares 845 $215K 0.04% -109 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,640 shares; 2025Q1: 1,527 shares; 2025Q2: 1,314 shares; 2025Q3: 1,282 shares; 2025Q4: 1,288 shares; 2026Q1: 1,139 shares 1,139 $215K 0.04% -149 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,271 shares 1,271 $214K 0.04% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057 $214K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares 378 $213K 0.04% new Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,554 shares 4,554 $213K 0.04% new Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,543 shares; 2025Q3: 2,547 shares; 2025Q4: 2,532 shares; 2026Q1: 2,507 shares 2,507 $212K 0.04% -25 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,617 shares; 2024Q4: 26,225 shares; 2025Q1: 26,791 shares; 2025Q2: 27,747 shares; 2025Q3: 26,241 shares; 2025Q4: 25,488 shares; 2026Q1: 26,308 shares 26,308 $212K 0.04% +820 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $211K 0.04% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares 770 $211K 0.04% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,547 shares 3,547 $211K 0.04% new Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,351 shares 6,351 $209K 0.04% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 254 shares; 2026Q1: 247 shares 247 $209K 0.04% -7 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,804 shares 9,804 $207K 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 230 shares 230 $206K 0.04% -7 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,354 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,208 shares 1,208 $205K 0.04% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,260 shares 3,260 $204K 0.04% new Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,182 shares 2,182 $203K 0.04% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,733 shares 1,733 $203K 0.04% new Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,031 shares 6,031 $203K 0.04% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares 1,425 $203K 0.04% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,980 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares; 2026Q1: 2,737 shares 2,737 $202K 0.04% +978 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,248 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares 2,248 $202K 0.04% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares 760 $202K 0.04% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,054 shares 6,054 $201K 0.04% new Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,353 shares 3,353 $201K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 1,738 shares; 2026Q1: 517 shares 517 $201K 0.04% -1,221 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,792 shares; 2025Q1: 3,684 shares; 2025Q2: 3,753 shares; 2025Q3: 3,902 shares; 2025Q4: 3,974 shares; 2026Q1: 4,325 shares 4,325 $201K 0.04% +351 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 331 shares 331 $200K 0.04% new Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,257 shares; 2026Q1: 10,425 shares 10,425 $197K 0.04% +168 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,522 shares; 2026Q1: 13,595 shares 13,595 $184K 0.03% -1,927 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,074 shares; 2024Q4: 21,632 shares; 2025Q1: 22,265 shares; 2025Q2: 22,873 shares; 2025Q3: 22,953 shares; 2025Q4: 22,666 shares; 2026Q1: 22,587 shares 22,587 $183K 0.03% -79 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,734 shares; 2025Q1: 11,346 shares; 2025Q2: 11,425 shares; 2025Q3: 11,790 shares; 2025Q4: 12,040 shares; 2026Q1: 12,283 shares 12,283 $183K 0.03% +243 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,629 shares; 2024Q4: 14,845 shares; 2025Q1: 15,227 shares; 2025Q2: 15,496 shares; 2025Q3: 15,551 shares; 2025Q4: 15,617 shares; 2026Q1: 16,364 shares 16,364 $164K 0.03% +747 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,505 shares; 2026Q1: 17,904 shares 17,904 $156K 0.03% -601 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,815 shares; 2024Q4: 22,708 shares; 2025Q1: 21,566 shares; 2025Q2: 21,291 shares; 2025Q3: 21,307 shares; 2025Q4: 20,961 shares; 2026Q1: 20,790 shares 20,790 $151K 0.03% -171 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,484 shares; 2025Q2: 13,275 shares; 2025Q3: 16,618 shares; 2025Q4: 15,853 shares; 2026Q1: 15,847 shares 15,847 $147K 0.03% -6 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,196 shares; 2025Q4: 10,196 shares; 2026Q1: 11,078 shares 11,078 $145K 0.03% +882 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,099 shares; 2025Q1: 19,345 shares; 2025Q2: 18,593 shares; 2025Q3: 18,567 shares; 2025Q4: 18,454 shares; 2026Q1: 18,382 shares 18,382 $145K 0.03% -72 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 23,000 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares; 2026Q1: 10,000 shares 10,000 $144K 0.03% -8,500 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,518 shares 11,518 $133K 0.02% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,811 shares; 2025Q1: 11,692 shares; 2025Q2: 11,575 shares; 2025Q3: 11,246 shares; 2025Q4: 11,334 shares; 2026Q1: 11,687 shares 11,687 $132K 0.02% +353 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,898 shares; 2026Q1: 10,738 shares 10,738 $132K 0.02% -160 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; 2024Q2: restricted; 2024Q3: 32,457 shares; 2024Q4: 22,299 shares; 2025Q1: 27,823 shares; 2025Q2: 25,370 shares; 2025Q3: 24,259 shares; 2025Q4: 25,053 shares; 2026Q1: 25,447 shares 25,447 $118K 0.02% +394 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,484 shares; 2025Q1: 11,706 shares; 2025Q2: 12,352 shares; 2025Q3: 11,580 shares; 2025Q4: not reported; 2026Q1: 10,439 shares 10,439 $115K 0.02% new Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,508 shares; 2025Q4: 10,814 shares; 2026Q1: 11,235 shares 11,235 $110K 0.02% +421 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,901 shares; 2026Q1: 10,901 shares 10,901 $102K 0.02% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,678 shares; 2024Q4: 43,175 shares; 2025Q1: 59,850 shares; 2025Q2: 10,185 shares; 2025Q3: 10,962 shares; 2025Q4: 12,607 shares; 2026Q1: 10,901 shares 10,901 $92.1K 0.02% -1,706 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,850 shares 13,850 $82.8K 0.02% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 16,422 shares; 2025Q1: 16,281 shares; 2025Q2: 15,135 shares; 2025Q3: 16,333 shares; 2025Q4: not reported; 2026Q1: 17,564 shares 17,564 $60.2K 0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,880 shares; 2024Q4: 18,526 shares; 2025Q1: 14,331 shares; 2025Q2: 10,713 shares; 2025Q3: 11,517 shares; 2025Q4: 11,526 shares; 2026Q1: 12,532 shares 12,532 $55.4K 0.01% +1,006 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 10,339 shares; 2025Q1: 11,252 shares; 2025Q2: 11,989 shares; 2025Q3: 11,981 shares; 2025Q4: 11,760 shares; 2026Q1: 11,940 shares 11,940 $43.7K 0.01% +180 Timeline