SUB 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: 549,421 shares; 2024Q4: 559,642 shares; 2025Q1: 582,474 shares; 2025Q2: 599,247 shares; 2025Q3: 635,915 shares; 2025Q4: 663,262 shares; 2026Q1: 711,088 shares 711,088 $76.3M 6.81% +47,826 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761,476 shares; 2024Q4: 707,791 shares; 2025Q1: 687,847 shares; 2025Q2: 660,026 shares; 2025Q3: 628,889 shares; 2025Q4: 612,653 shares; 2026Q1: 598,490 shares 598,490 $68.6M 6.13% -14,163 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019,611 shares; 2024Q4: 1,027,536 shares; 2025Q1: 1,017,236 shares; 2025Q2: 1,016,754 shares; 2025Q3: 1,150,038 shares; 2025Q4: 1,172,070 shares; 2026Q1: 1,189,881 shares 1,189,881 $60.9M 5.44% +17,811 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,416 shares; 2024Q4: 206,273 shares; 2025Q1: 220,017 shares; 2025Q2: 220,137 shares; 2025Q3: 223,637 shares; 2025Q4: 423,981 shares; 2026Q1: 433,297 shares 433,297 $58.5M 5.22% +9,316 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,327 shares; 2024Q4: 482,471 shares; 2025Q1: 498,938 shares; 2025Q2: 516,941 shares; 2025Q3: 522,327 shares; 2025Q4: 531,118 shares; 2026Q1: 529,388 shares 529,388 $48.5M 4.33% -1,730 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,954 shares; 2024Q4: 89,692 shares; 2025Q1: 89,034 shares; 2025Q2: 85,491 shares; 2025Q3: 82,630 shares; 2025Q4: 80,896 shares; 2026Q1: 77,778 shares 77,778 $46.9M 4.19% -3,118 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,693 shares; 2024Q4: 205,016 shares; 2025Q1: 198,572 shares; 2025Q2: 196,493 shares; 2025Q3: 193,529 shares; 2025Q4: 189,972 shares; 2026Q1: 186,041 shares 186,041 $39.4M 3.52% -3,931 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: 500,350 shares; 2024Q4: 516,670 shares; 2025Q1: 536,096 shares; 2025Q2: 546,685 shares; 2025Q3: 481,856 shares; 2025Q4: 515,211 shares; 2026Q1: 564,104 shares 564,104 $28.5M 2.55% +48,893 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: 46,071 shares; 2024Q4: 45,030 shares; 2025Q1: 44,739 shares; 2025Q2: 44,113 shares; 2025Q3: 42,587 shares; 2025Q4: 42,641 shares; 2026Q1: 42,526 shares 42,526 $27.9M 2.49% -115 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: 513,258 shares; 2024Q4: 493,550 shares; 2025Q1: 489,022 shares; 2025Q2: 474,437 shares; 2025Q3: 459,967 shares; 2025Q4: 454,649 shares; 2026Q1: 425,654 shares 425,654 $27.5M 2.46% -28,995 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,760 shares; 2024Q4: 226,980 shares; 2025Q1: 237,201 shares; 2025Q2: 243,456 shares; 2025Q3: 199,980 shares; 2025Q4: 215,345 shares; 2026Q1: 241,317 shares 241,317 $26M 2.32% +25,972 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: 333,256 shares; 2024Q4: 337,454 shares; 2025Q1: 355,451 shares; 2025Q2: 373,457 shares; 2025Q3: 385,731 shares; 2025Q4: 403,889 shares; 2026Q1: 431,303 shares 431,303 $25.3M 2.26% +27,414 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: 418,973 shares; 2024Q4: 393,124 shares; 2025Q1: 385,807 shares; 2025Q2: 371,554 shares; 2025Q3: 367,904 shares; 2025Q4: 360,221 shares; 2026Q1: 352,625 shares 352,625 $24M 2.15% -7,596 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: 56,190 shares; 2024Q4: 55,771 shares; 2025Q1: 61,171 shares; 2025Q2: 58,703 shares; 2025Q3: 61,662 shares; 2025Q4: 62,162 shares; 2026Q1: 61,565 shares 61,565 $23M 2.05% -597 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: 262,197 shares; 2024Q4: 255,196 shares; 2025Q1: 245,823 shares; 2025Q2: 242,856 shares; 2025Q3: 230,622 shares; 2025Q4: 227,166 shares; 2026Q1: 211,726 shares 211,726 $20.7M 1.85% -15,440 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: 158,562 shares; 2024Q4: 148,512 shares; 2025Q1: 144,449 shares; 2025Q2: 138,867 shares; 2025Q3: 137,092 shares; 2025Q4: 133,100 shares; 2026Q1: 131,531 shares 131,531 $19.5M 1.74% -1,569 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: 69,199 shares; 2024Q4: 65,443 shares; 2025Q1: 67,782 shares; 2025Q2: 69,110 shares; 2025Q3: 72,257 shares; 2025Q4: 71,990 shares; 2026Q1: 71,366 shares 71,366 $17.9M 1.6% -624 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,724 shares; 2024Q4: 199,401 shares; 2025Q1: 193,442 shares; 2025Q2: 188,339 shares; 2025Q3: 185,177 shares; 2025Q4: 181,306 shares; 2026Q1: 174,596 shares 174,596 $17.8M 1.59% -6,710 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: 62,267 shares; 2024Q4: 59,521 shares; 2025Q1: 61,910 shares; 2025Q2: 61,966 shares; 2025Q3: 68,983 shares; 2025Q4: 69,693 shares; 2026Q1: 69,405 shares 69,405 $17.8M 1.59% -288 Timeline XLY 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: 78,258 shares; 2024Q4: 72,140 shares; 2025Q1: 77,194 shares; 2025Q2: 77,131 shares; 2025Q3: 79,065 shares; 2025Q4: 155,593 shares; 2026Q1: 157,117 shares 157,117 $16.8M 1.5% +1,524 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,169 shares; 2024Q4: 178,577 shares; 2025Q1: 196,637 shares; 2025Q2: 212,690 shares; 2025Q3: 216,076 shares; 2025Q4: 234,390 shares; 2026Q1: 260,470 shares 260,470 $15.6M 1.39% +26,080 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,474 shares; 2024Q4: 40,077 shares; 2025Q1: 39,399 shares; 2025Q2: 36,304 shares; 2025Q3: 35,038 shares; 2025Q4: 34,474 shares; 2026Q1: 34,238 shares 34,238 $15.1M 1.35% -236 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,257 shares; 2024Q4: 350,971 shares; 2025Q1: 388,476 shares; 2025Q2: 420,359 shares; 2025Q3: 425,897 shares; 2025Q4: 461,884 shares; 2026Q1: 515,830 shares 515,830 $14.8M 1.33% +53,946 Timeline XLV 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: 92,503 shares; 2024Q4: 88,759 shares; 2025Q1: 94,159 shares; 2025Q2: 95,313 shares; 2025Q3: 100,840 shares; 2025Q4: 98,760 shares; 2026Q1: 100,550 shares 100,550 $14.6M 1.31% +1,790 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,686 shares; 2024Q4: 108,554 shares; 2025Q1: 121,258 shares; 2025Q2: 134,880 shares; 2025Q3: 140,056 shares; 2025Q4: 152,526 shares; 2026Q1: 170,913 shares 170,913 $14.2M 1.27% +18,387 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,847 shares; 2024Q4: 239,277 shares; 2025Q1: 249,770 shares; 2025Q2: 258,343 shares; 2025Q3: 276,093 shares; 2025Q4: 273,713 shares; 2026Q1: 282,115 shares 282,115 $13.9M 1.24% +8,402 Timeline IJJ 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: 119,402 shares; 2024Q4: 112,272 shares; 2025Q1: 108,381 shares; 2025Q2: 105,218 shares; 2025Q3: 103,201 shares; 2025Q4: 100,886 shares; 2026Q1: 96,489 shares 96,489 $12.9M 1.15% -4,397 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: 110,269 shares; 2024Q4: 107,018 shares; 2025Q1: 105,696 shares; 2025Q2: 103,044 shares; 2025Q3: 100,512 shares; 2025Q4: 98,375 shares; 2026Q1: 93,511 shares 93,511 $11.7M 1.05% -4,864 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: 56,469 shares; 2024Q4: 53,924 shares; 2025Q1: 56,417 shares; 2025Q2: 57,999 shares; 2025Q3: 61,173 shares; 2025Q4: 59,859 shares; 2026Q1: 59,235 shares 59,235 $9.61M 0.86% -624 Timeline XLP 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: 110,166 shares; 2024Q4: 107,035 shares; 2025Q1: 113,295 shares; 2025Q2: 112,862 shares; 2025Q3: 116,078 shares; 2025Q4: 114,930 shares; 2026Q1: 114,371 shares 114,371 $9.3M 0.83% -559 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,651 shares; 2024Q4: 39,799 shares; 2025Q1: 74,474 shares; 2025Q2: 105,692 shares; 2025Q3: 165,299 shares; 2025Q4: 180,315 shares; 2026Q1: 199,594 shares 199,594 $9.2M 0.82% +19,279 Timeline IJT 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: 73,527 shares; 2024Q4: 69,349 shares; 2025Q1: 67,355 shares; 2025Q2: 66,020 shares; 2025Q3: 64,834 shares; 2025Q4: 63,522 shares; 2026Q1: 62,236 shares 62,236 $9.14M 0.82% -1,286 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: 15,169 shares; 2024Q4: 14,723 shares; 2025Q1: 13,605 shares; 2025Q2: 13,436 shares; 2025Q3: 12,472 shares; 2025Q4: 12,355 shares; 2026Q1: 12,265 shares 12,265 $8.08M 0.72% -90 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: 44,504 shares; 2024Q4: 43,631 shares; 2025Q1: 51,240 shares; 2025Q2: 85,878 shares; 2025Q3: 83,420 shares; 2025Q4: 84,088 shares; 2026Q1: 78,798 shares 78,798 $7.83M 0.7% -5,290 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: 127,556 shares; 2024Q4: 124,827 shares; 2025Q1: 122,671 shares; 2025Q2: 118,237 shares; 2025Q3: 116,600 shares; 2025Q4: 115,115 shares; 2026Q1: 111,871 shares 111,871 $7.78M 0.69% -3,244 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: 160,939 shares; 2024Q4: 154,932 shares; 2025Q1: 151,334 shares; 2025Q2: 148,081 shares; 2025Q3: 144,072 shares; 2025Q4: 141,906 shares; 2026Q1: 136,718 shares 136,718 $7.71M 0.69% -5,188 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,481 shares; 2024Q4: 100,204 shares; 2025Q1: 100,801 shares; 2025Q2: 100,481 shares; 2025Q3: 101,468 shares; 2025Q4: 101,439 shares; 2026Q1: 101,641 shares 101,641 $6.68M 0.6% +202 Timeline IXG 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: 57,858 shares; 2024Q4: 53,615 shares; 2025Q1: 53,539 shares; 2025Q2: 50,546 shares; 2025Q3: 50,364 shares; 2025Q4: 50,202 shares; 2026Q1: 50,016 shares 50,016 $5.74M 0.51% -186 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,509 shares; 2024Q4: 57,780 shares; 2025Q1: 70,568 shares; 2025Q2: 79,406 shares; 2025Q3: 89,062 shares; 2025Q4: 93,431 shares; 2026Q1: 95,478 shares 95,478 $5.42M 0.48% +2,047 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: 42,858 shares; 2024Q4: 37,709 shares; 2025Q1: 37,406 shares; 2025Q2: 37,131 shares; 2025Q3: 35,731 shares; 2025Q4: 35,325 shares; 2026Q1: 35,002 shares 35,002 $5.11M 0.46% -323 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,536 shares; 2024Q4: 48,379 shares; 2025Q1: 46,707 shares; 2025Q2: 46,212 shares; 2025Q3: 45,189 shares; 2025Q4: 44,039 shares; 2026Q1: 41,970 shares 41,970 $4.99M 0.45% -2,069 Timeline SLYV 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: 58,468 shares; 2024Q4: 56,463 shares; 2025Q1: 56,012 shares; 2025Q2: 54,186 shares; 2025Q3: 53,890 shares; 2025Q4: 53,392 shares; 2026Q1: 52,255 shares 52,255 $4.96M 0.44% -1,137 Timeline VCR 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: 15,274 shares; 2024Q4: 13,897 shares; 2025Q1: 14,344 shares; 2025Q2: 13,990 shares; 2025Q3: 13,940 shares; 2025Q4: 13,893 shares; 2026Q1: 13,822 shares 13,822 $4.94M 0.44% -71 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: 31,916 shares; 2024Q4: 31,964 shares; 2025Q1: 31,964 shares; 2025Q2: 31,964 shares; 2025Q3: 32,671 shares; 2025Q4: 32,481 shares; 2026Q1: 32,748 shares 32,748 $4.79M 0.43% +267 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: 19,998 shares; 2024Q4: 19,959 shares; 2025Q1: 19,425 shares; 2025Q2: 19,373 shares; 2025Q3: 18,517 shares; 2025Q4: 18,537 shares; 2026Q1: 17,743 shares 17,743 $4.7M 0.42% -794 Timeline PEY 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: 247,993 shares; 2024Q4: 230,115 shares; 2025Q1: 226,555 shares; 2025Q2: 219,659 shares; 2025Q3: 208,924 shares; 2025Q4: 206,608 shares; 2026Q1: 205,185 shares 205,185 $4.43M 0.4% -1,423 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,908 shares; 2024Q4: 28,708 shares; 2025Q1: 29,423 shares; 2025Q2: 27,500 shares; 2025Q3: 27,840 shares; 2025Q4: 27,939 shares; 2026Q1: 27,901 shares 27,901 $4.41M 0.39% -38 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,236 shares; 2024Q4: 30,287 shares; 2025Q1: 32,580 shares; 2025Q2: 33,586 shares; 2025Q3: 36,716 shares; 2025Q4: 73,295 shares; 2026Q1: 72,276 shares 72,276 $4.27M 0.38% -1,019 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,379 shares; 2025Q1: 15,013 shares; 2025Q2: 14,948 shares; 2025Q3: 14,737 shares; 2025Q4: 14,799 shares; 2026Q1: 14,715 shares 14,715 $4.27M 0.38% -84 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,555 shares; 2024Q4: 71,017 shares; 2025Q1: 72,122 shares; 2025Q2: 68,679 shares; 2025Q3: 67,985 shares; 2025Q4: 68,079 shares; 2026Q1: 67,745 shares 67,745 $4.25M 0.38% -334 Timeline VIS 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: 14,078 shares; 2024Q4: 13,135 shares; 2025Q1: 14,145 shares; 2025Q2: 13,675 shares; 2025Q3: 13,623 shares; 2025Q4: 13,290 shares; 2026Q1: 12,767 shares 12,767 $4.04M 0.36% -523 Timeline XLC 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: 20,316 shares; 2024Q4: 19,991 shares; 2025Q1: 21,580 shares; 2025Q2: 25,237 shares; 2025Q3: 31,650 shares; 2025Q4: 32,856 shares; 2026Q1: 35,739 shares 35,739 $3.95M 0.35% +2,883 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,202 shares; 2024Q4: 29,299 shares; 2025Q1: 29,457 shares; 2025Q2: 28,894 shares; 2025Q3: 29,395 shares; 2025Q4: 29,445 shares; 2026Q1: 28,258 shares 28,258 $3.94M 0.35% -1,187 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,236 shares; 2024Q4: 79,841 shares; 2025Q1: 79,484 shares; 2025Q2: 78,961 shares; 2025Q3: 75,125 shares; 2025Q4: 74,387 shares; 2026Q1: 73,717 shares 73,717 $3.71M 0.33% -670 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,818 shares; 2024Q4: 5,596 shares; 2025Q1: 5,553 shares; 2025Q2: 5,494 shares; 2025Q3: 5,291 shares; 2025Q4: 5,080 shares; 2026Q1: 5,082 shares 5,082 $3.62M 0.32% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 5,413 shares; 2025Q1: 6,221 shares; 2025Q2: 6,199 shares; 2025Q3: 5,983 shares; 2025Q4: 5,870 shares; 2026Q1: 5,738 shares 5,738 $3.57M 0.32% -132 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: 15,870 shares; 2025Q1: 15,870 shares; 2025Q2: 15,790 shares; 2025Q3: 16,127 shares; 2025Q4: 16,189 shares; 2026Q1: 16,189 shares 16,189 $3.54M 0.32% 0 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: 73,907 shares; 2024Q4: 65,580 shares; 2025Q1: 63,235 shares; 2025Q2: 62,992 shares; 2025Q3: 62,126 shares; 2025Q4: 62,153 shares; 2026Q1: 60,016 shares 60,016 $3.23M 0.29% -2,137 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: 10,171 shares; 2024Q4: 9,802 shares; 2025Q1: 10,151 shares; 2025Q2: 10,499 shares; 2025Q3: 14,311 shares; 2025Q4: 15,630 shares; 2026Q1: 15,335 shares 15,335 $3.22M 0.29% -295 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,508 shares; 2024Q4: 18,243 shares; 2025Q1: 17,047 shares; 2025Q2: 16,803 shares; 2025Q3: 16,480 shares; 2025Q4: 16,318 shares; 2026Q1: 16,080 shares 16,080 $3.17M 0.28% -238 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,381 shares; 2024Q4: 13,019 shares; 2025Q1: 12,822 shares; 2025Q2: 12,740 shares; 2025Q3: 13,039 shares; 2025Q4: 12,987 shares; 2026Q1: 13,181 shares 13,181 $3.05M 0.27% +194 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,305 shares; 2024Q4: 26,333 shares; 2025Q1: 26,259 shares; 2025Q2: 26,116 shares; 2025Q3: 25,755 shares; 2025Q4: 25,498 shares; 2026Q1: 25,283 shares 25,283 $2.97M 0.27% -215 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: 10,427 shares; 2024Q4: 10,317 shares; 2025Q1: 10,550 shares; 2025Q2: 10,534 shares; 2025Q3: 9,736 shares; 2025Q4: 9,831 shares; 2026Q1: 9,658 shares 9,658 $2.97M 0.26% -173 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,834 shares; 2024Q4: 12,436 shares; 2025Q1: 23,072 shares; 2025Q2: 33,754 shares; 2025Q3: 47,501 shares; 2025Q4: 50,801 shares; 2026Q1: 56,308 shares 56,308 $2.62M 0.23% +5,507 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: 2,278 shares; 2024Q4: 2,279 shares; 2025Q1: 2,284 shares; 2025Q2: 2,715 shares; 2025Q3: 13,339 shares; 2025Q4: 13,831 shares; 2026Q1: 13,748 shares 13,748 $2.44M 0.22% -83 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 3,596 shares; 2025Q2: 3,596 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares; 2026Q1: 3,740 shares 3,740 $2.38M 0.21% 0 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: 5,665 shares; 2024Q4: 5,439 shares; 2025Q1: 5,389 shares; 2025Q2: 5,720 shares; 2025Q3: 5,448 shares; 2025Q4: 5,442 shares; 2026Q1: 5,368 shares 5,368 $2.31M 0.21% -74 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: 4,656 shares; 2024Q4: 4,535 shares; 2025Q1: 5,830 shares; 2025Q2: 6,058 shares; 2025Q3: 7,379 shares; 2025Q4: 7,558 shares; 2026Q1: 7,530 shares 7,530 $2.23M 0.2% -28 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,751 shares; 2024Q4: 12,739 shares; 2025Q1: 13,970 shares; 2025Q2: 13,421 shares; 2025Q3: 13,396 shares; 2025Q4: 13,346 shares; 2026Q1: 12,705 shares 12,705 $2.14M 0.19% -641 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,758 shares; 2024Q4: 44,838 shares; 2025Q1: 44,521 shares; 2025Q2: 44,141 shares; 2025Q3: 40,658 shares; 2025Q4: 40,148 shares; 2026Q1: 38,946 shares 38,946 $2.06M 0.18% -1,202 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,443 shares; 2024Q4: 59,063 shares; 2025Q1: 58,693 shares; 2025Q2: 57,916 shares; 2025Q3: 54,132 shares; 2025Q4: 53,578 shares; 2026Q1: 52,401 shares 52,401 $1.9M 0.17% -1,177 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,004 shares; 2024Q4: 13,072 shares; 2025Q1: 15,465 shares; 2025Q2: 17,197 shares; 2025Q3: 17,363 shares; 2025Q4: 18,183 shares; 2026Q1: 18,574 shares 18,574 $1.81M 0.16% +391 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: 21,696 shares; 2024Q4: 20,896 shares; 2025Q1: 20,821 shares; 2025Q2: 20,821 shares; 2025Q3: 22,689 shares; 2025Q4: 21,906 shares; 2026Q1: 21,902 shares 21,902 $1.68M 0.15% -4 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 13,760 shares; 2025Q1: 15,967 shares; 2025Q2: 17,870 shares; 2025Q3: 17,940 shares; 2025Q4: 18,789 shares; 2026Q1: 19,130 shares 19,130 $1.64M 0.15% +341 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: 5,000 shares; 2024Q4: 4,937 shares; 2025Q1: 4,902 shares; 2025Q2: 4,695 shares; 2025Q3: 6,961 shares; 2025Q4: 6,754 shares; 2026Q1: 6,746 shares 6,746 $1.64M 0.15% -8 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 744 shares; 2025Q1: 1,140 shares; 2025Q2: 1,119 shares; 2025Q3: 1,308 shares; 2025Q4: 1,791 shares; 2026Q1: 1,691 shares 1,691 $1.58M 0.14% -100 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: 7,286 shares; 2024Q4: 7,269 shares; 2025Q1: 7,909 shares; 2025Q2: 8,654 shares; 2025Q3: 8,234 shares; 2025Q4: 7,961 shares; 2026Q1: 8,024 shares 8,024 $1.55M 0.14% +63 Timeline ITA 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: 6,870 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 6,870 shares; 2026Q1: 6,870 shares 6,870 $1.52M 0.14% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 2,871 shares; 2025Q1: 5,011 shares; 2025Q2: 4,905 shares; 2025Q3: 5,289 shares; 2025Q4: 5,291 shares; 2026Q1: 4,844 shares 4,844 $1.43M 0.13% -447 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: 1,424 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,443 shares; 2025Q3: 2,375 shares; 2025Q4: 2,367 shares; 2026Q1: 2,472 shares 2,472 $1.42M 0.13% +105 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: 7,280 shares; 2024Q4: 4,910 shares; 2025Q1: 5,172 shares; 2025Q2: 5,109 shares; 2025Q3: 5,064 shares; 2025Q4: 4,959 shares; 2026Q1: 4,921 shares 4,921 $1.34M 0.12% -38 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: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,960 shares; 2025Q2: 2,262 shares; 2025Q3: 3,930 shares; 2025Q4: 4,045 shares; 2026Q1: 4,151 shares 4,151 $1.31M 0.12% +106 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: 1,224 shares; 2024Q4: 1,169 shares; 2025Q1: 2,004 shares; 2025Q2: 2,069 shares; 2025Q3: 4,022 shares; 2025Q4: 4,459 shares; 2026Q1: 4,402 shares 4,402 $1.3M 0.12% -57 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: 3,820 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,568 shares; 2025Q3: 3,688 shares; 2025Q4: 3,687 shares; 2026Q1: 3,621 shares 3,621 $1.17M 0.1% -66 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,275 shares; 2025Q4: 3,374 shares; 2026Q1: 3,265 shares 3,265 $1.14M 0.1% -109 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: 4,786 shares; 2024Q4: 4,785 shares; 2025Q1: 4,782 shares; 2025Q2: 4,782 shares; 2025Q3: 5,845 shares; 2025Q4: 5,351 shares; 2026Q1: 5,234 shares 5,234 $1.09M 0.1% -117 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: 4,908 shares; 2024Q4: 4,316 shares; 2025Q1: 5,965 shares; 2025Q2: 5,948 shares; 2025Q3: 6,662 shares; 2025Q4: 6,883 shares; 2026Q1: 6,541 shares 6,541 $1.05M 0.09% -342 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,947 shares; 2024Q4: 22,030 shares; 2025Q1: 21,739 shares; 2025Q2: 21,695 shares; 2025Q3: 21,934 shares; 2025Q4: 21,903 shares; 2026Q1: 21,903 shares 21,903 $1.03M 0.09% 0 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: 1,256 shares; 2024Q4: 1,225 shares; 2025Q1: 1,151 shares; 2025Q2: 1,808 shares; 2025Q3: 2,940 shares; 2025Q4: 2,883 shares; 2026Q1: 2,773 shares 2,773 $1000K 0.09% -110 Timeline SLYG 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: 6,163 shares; 2024Q4: 6,204 shares; 2025Q1: 7,707 shares; 2025Q2: 8,647 shares; 2025Q3: 8,760 shares; 2025Q4: 9,250 shares; 2026Q1: 9,538 shares 9,538 $936K 0.08% +288 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: 14,319 shares; 2024Q4: 14,315 shares; 2025Q1: 14,235 shares; 2025Q2: 11,671 shares; 2025Q3: 9,145 shares; 2025Q4: 9,085 shares; 2026Q1: 9,088 shares 9,088 $913K 0.08% +3 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: 1,606 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,656 shares; 2025Q3: 1,840 shares; 2025Q4: 1,968 shares; 2026Q1: 1,826 shares 1,826 $901K 0.08% -142 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 9,763 shares; 2025Q3: 10,093 shares; 2025Q4: 10,318 shares; 2026Q1: 10,318 shares 10,318 $878K 0.08% 0 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: 2,238 shares; 2024Q4: 2,061 shares; 2025Q1: 2,086 shares; 2025Q2: 1,631 shares; 2025Q3: 1,587 shares; 2025Q4: 1,460 shares; 2026Q1: 1,440 shares 1,440 $843K 0.08% -20 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,699 shares; 2024Q4: 46,699 shares; 2025Q1: 46,699 shares; 2025Q2: 46,699 shares; 2025Q3: 46,950 shares; 2025Q4: 46,949 shares; 2026Q1: 47,030 shares 47,030 $836K 0.07% +81 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: 17,322 shares; 2024Q4: 16,925 shares; 2025Q1: 16,925 shares; 2025Q2: 16,925 shares; 2025Q3: 17,495 shares; 2025Q4: 22,182 shares; 2026Q1: 22,182 shares 22,182 $801K 0.07% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 2,890 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,478 shares; 2025Q4: 2,532 shares; 2026Q1: 2,493 shares 2,493 $751K 0.07% -39 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,635 shares; 2025Q1: 2,634 shares; 2025Q2: 2,634 shares; 2025Q3: 2,740 shares; 2025Q4: 2,704 shares; 2026Q1: 2,594 shares 2,594 $747K 0.07% -110 Timeline OEF 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: 2,258 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares; 2026Q1: 2,258 shares 2,258 $723K 0.06% 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: 2,831 shares; 2024Q4: 2,603 shares; 2025Q1: 2,772 shares; 2025Q2: 2,892 shares; 2025Q3: 3,579 shares; 2025Q4: 3,533 shares; 2026Q1: 3,406 shares 3,406 $678K 0.06% -127 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: 722 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 849 shares; 2025Q3: 1,508 shares; 2025Q4: 1,448 shares; 2026Q1: 1,399 shares 1,399 $668K 0.06% -49 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: 4,428 shares; 2024Q4: 3,777 shares; 2025Q1: 3,776 shares; 2025Q2: 3,510 shares; 2025Q3: 4,040 shares; 2025Q4: 4,249 shares; 2026Q1: 4,207 shares 4,207 $661K 0.06% -42 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 22,638 shares; 2025Q1: 22,469 shares; 2025Q2: 21,374 shares; 2025Q3: 21,353 shares; 2025Q4: 21,330 shares; 2026Q1: 21,316 shares 21,316 $651K 0.06% -14 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: 576 shares; 2024Q4: 466 shares; 2025Q1: 1,146 shares; 2025Q2: 1,404 shares; 2025Q3: 2,388 shares; 2025Q4: 2,387 shares; 2026Q1: 2,285 shares 2,285 $642K 0.06% -102 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: 614 shares; 2024Q4: 614 shares; 2025Q1: 616 shares; 2025Q2: 617 shares; 2025Q3: 809 shares; 2025Q4: 878 shares; 2026Q1: 873 shares 873 $626K 0.06% -5 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: 972 shares; 2024Q4: 839 shares; 2025Q1: 1,139 shares; 2025Q2: 1,639 shares; 2025Q3: 2,966 shares; 2025Q4: 2,525 shares; 2026Q1: 2,506 shares 2,506 $622K 0.06% -19 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 3,251 shares; 2025Q1: 2,722 shares; 2025Q2: 2,720 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,566 shares 2,566 $577K 0.05% -159 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: 451 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 536 shares; 2025Q4: 5,265 shares; 2026Q1: 5,815 shares 5,815 $574K 0.05% +550 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: 2,668 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,222 shares; 2025Q3: 2,701 shares; 2025Q4: 2,909 shares; 2026Q1: 2,888 shares 2,888 $567K 0.05% -21 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,585 shares; 2025Q1: 11,447 shares; 2025Q2: 11,447 shares; 2025Q3: 11,447 shares; 2025Q4: 11,447 shares; 2026Q1: 11,378 shares 11,378 $555K 0.05% -69 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,528 shares; 2025Q1: 4,528 shares; 2025Q2: 4,249 shares; 2025Q3: 4,452 shares; 2025Q4: 4,327 shares; 2026Q1: 4,196 shares 4,196 $555K 0.05% -131 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,425 shares; 2025Q4: 5,425 shares; 2026Q1: 5,425 shares 5,425 $533K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 1,078 shares; 2025Q4: 1,095 shares; 2026Q1: 1,074 shares 1,074 $528K 0.05% -21 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: 765 shares; 2024Q4: 352 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 557 shares; 2025Q4: 425 shares; 2026Q1: 512 shares 512 $520K 0.05% +87 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: 5,256 shares; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 4,796 shares; 2025Q3: 6,605 shares; 2025Q4: 6,551 shares; 2026Q1: 6,376 shares 6,376 $514K 0.05% -175 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 2,390 shares; 2025Q1: 3,049 shares; 2025Q2: 2,604 shares; 2025Q3: 3,644 shares; 2025Q4: 3,382 shares; 2026Q1: 3,555 shares 3,555 $509K 0.05% +173 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: 4,058 shares; 2024Q4: 3,948 shares; 2025Q1: 3,942 shares; 2025Q2: 4,122 shares; 2025Q3: 5,383 shares; 2025Q4: 6,566 shares; 2026Q1: 6,428 shares 6,428 $508K 0.05% -138 Timeline ITOT 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: 5,210 shares; 2024Q4: 5,193 shares; 2025Q1: 6,393 shares; 2025Q2: 4,971 shares; 2025Q3: 3,351 shares; 2025Q4: 3,351 shares; 2026Q1: 3,351 shares 3,351 $481K 0.04% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,108 shares; 2025Q1: 4,062 shares; 2025Q2: 3,971 shares; 2025Q3: 3,976 shares; 2025Q4: 3,974 shares; 2026Q1: 3,924 shares 3,924 $476K 0.04% -50 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: 1,184 shares; 2024Q4: 783 shares; 2025Q1: 735 shares; 2025Q2: 861 shares; 2025Q3: 1,329 shares; 2025Q4: 1,265 shares; 2026Q1: 1,561 shares 1,561 $470K 0.04% +296 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 5,114 shares; 2025Q1: 7,316 shares; 2025Q2: 7,497 shares; 2025Q3: 7,546 shares; 2025Q4: 7,824 shares; 2026Q1: 7,707 shares 7,707 $443K 0.04% -117 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: 3,379 shares; 2024Q4: 3,376 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 4,462 shares; 2025Q4: 4,028 shares; 2026Q1: 4,309 shares 4,309 $443K 0.04% +281 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: 141 shares; 2024Q4: 114 shares; 2025Q1: 289 shares; 2025Q2: 257 shares; 2025Q3: 455 shares; 2025Q4: 484 shares; 2026Q1: 484 shares 484 $435K 0.04% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,718 shares; 2025Q4: 4,718 shares; 2026Q1: 4,695 shares 4,695 $421K 0.04% -23 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 2,782 shares; 2025Q4: 3,238 shares; 2026Q1: 3,099 shares 3,099 $390K 0.03% -139 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,326 shares; 2025Q1: 1,293 shares; 2025Q2: 1,255 shares; 2025Q3: 1,249 shares; 2025Q4: 1,253 shares; 2026Q1: 1,247 shares 1,247 $383K 0.03% -6 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: 3,634 shares; 2025Q1: 3,634 shares; 2025Q2: 3,739 shares; 2025Q3: 4,417 shares; 2025Q4: 4,308 shares; 2026Q1: 3,861 shares 3,861 $373K 0.03% -447 Timeline VTWO 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: 4,513 shares; 2024Q4: 4,513 shares; 2025Q1: 3,808 shares; 2025Q2: 3,808 shares; 2025Q3: 3,773 shares; 2025Q4: 3,773 shares; 2026Q1: 3,628 shares 3,628 $368K 0.03% -145 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 215 shares; 2025Q3: 204 shares; 2025Q4: 198 shares; 2026Q1: 193 shares 193 $367K 0.03% -5 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: 1,766 shares; 2024Q4: 1,709 shares; 2025Q1: 1,641 shares; 2025Q2: 1,851 shares; 2025Q3: 2,288 shares; 2025Q4: 3,033 shares; 2026Q1: 3,022 shares 3,022 $365K 0.03% -11 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: 928 shares; 2024Q4: 928 shares; 2025Q1: 1,263 shares; 2025Q2: 1,233 shares; 2025Q3: 1,213 shares; 2025Q4: 1,226 shares; 2026Q1: 1,192 shares 1,192 $364K 0.03% -34 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: 5,897 shares; 2024Q4: 5,196 shares; 2025Q1: 5,196 shares; 2025Q2: 4,936 shares; 2025Q3: 6,826 shares; 2025Q4: 7,042 shares; 2026Q1: 6,980 shares 6,980 $352K 0.03% -62 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: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,204 shares; 2025Q3: 1,343 shares; 2025Q4: 1,278 shares; 2026Q1: 1,268 shares 1,268 $352K 0.03% -10 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 9,221 shares; 2025Q1: 9,221 shares; 2025Q2: 9,221 shares; 2025Q3: 8,871 shares; 2025Q4: 8,871 shares; 2026Q1: 8,871 shares 8,871 $349K 0.03% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 11,322 shares; 2025Q1: 11,322 shares; 2025Q2: 11,322 shares; 2025Q3: 11,322 shares; 2025Q4: 15,863 shares; 2026Q1: 14,738 shares 14,738 $347K 0.03% -1,125 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: 4,695 shares; 2024Q4: 4,052 shares; 2025Q1: 6,016 shares; 2025Q2: 5,643 shares; 2025Q3: 7,086 shares; 2025Q4: 6,471 shares; 2026Q1: 6,869 shares 6,869 $339K 0.03% +398 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,009 shares; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 2,377 shares; 2025Q4: 2,479 shares; 2026Q1: 2,479 shares 2,479 $329K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,589 shares; 2025Q4: 3,257 shares; 2026Q1: 3,352 shares 3,352 $327K 0.03% +95 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: 151 shares; 2024Q4: 158 shares; 2025Q1: 1,028 shares; 2025Q2: 8,043 shares; 2025Q3: 8,173 shares; 2025Q4: 7,004 shares; 2026Q1: 8,545 shares 8,545 $324K 0.03% +1,541 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 800 shares; 2025Q3: 2,263 shares; 2025Q4: 2,126 shares; 2026Q1: 2,120 shares 2,120 $315K 0.03% -6 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,106 shares; 2025Q2: 1,933 shares; 2025Q3: 2,035 shares; 2025Q4: 2,013 shares; 2026Q1: 2,035 shares 2,035 $314K 0.03% +22 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: 3,305 shares; 2024Q4: 677 shares; 2025Q1: 679 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 647 shares; 2026Q1: 722 shares 722 $310K 0.03% +75 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 135 shares; 2025Q4: 157 shares; 2026Q1: 232 shares 232 $306K 0.03% +75 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,208 shares; 2025Q1: 3,208 shares; 2025Q2: 3,308 shares; 2025Q3: 3,384 shares; 2025Q4: 3,356 shares; 2026Q1: 3,356 shares 3,356 $303K 0.03% 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: 697 shares; 2024Q4: 669 shares; 2025Q1: 994 shares; 2025Q2: 1,036 shares; 2025Q3: 1,393 shares; 2025Q4: 1,211 shares; 2026Q1: 920 shares 920 $296K 0.03% -291 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: 2,209 shares; 2024Q4: 2,187 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,566 shares; 2025Q4: 2,564 shares; 2026Q1: 2,323 shares 2,323 $295K 0.03% -241 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 922 shares; 2025Q1: 931 shares; 2025Q2: 843 shares; 2025Q3: 845 shares; 2025Q4: 847 shares; 2026Q1: 786 shares 786 $294K 0.03% -61 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: 161 shares; 2024Q4: 161 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,493 shares; 2025Q4: 7,493 shares; 2026Q1: 7,493 shares 7,493 $294K 0.03% 0 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: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 4,226 shares; 2025Q2: 1,801 shares; 2025Q3: 2,542 shares; 2025Q4: 2,810 shares; 2026Q1: 2,997 shares 2,997 $279K 0.02% +187 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 6,122 shares; 2025Q1: 6,122 shares; 2025Q2: 5,039 shares; 2025Q3: 5,081 shares; 2025Q4: 5,039 shares; 2026Q1: 5,039 shares 5,039 $276K 0.02% 0 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: 6,653 shares; 2024Q4: 6,105 shares; 2025Q1: 6,097 shares; 2025Q2: 6,097 shares; 2025Q3: 9,690 shares; 2025Q4: 10,136 shares; 2026Q1: 9,644 shares 9,644 $273K 0.02% -492 Timeline SCHX 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: 3,255 shares; 2024Q4: 9,864 shares; 2025Q1: 9,864 shares; 2025Q2: 10,662 shares; 2025Q3: 9,789 shares; 2025Q4: 9,789 shares; 2026Q1: 9,789 shares 9,789 $253K 0.02% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 6,020 shares; 2025Q4: 6,020 shares; 2026Q1: 6,020 shares 6,020 $252K 0.02% 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: 457 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 554 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $248K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,261 shares; 2025Q1: 1,138 shares; 2025Q2: 1,140 shares; 2025Q3: 1,134 shares; 2025Q4: 1,138 shares; 2026Q1: 1,093 shares 1,093 $239K 0.02% -45 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 1,069 shares; 2025Q3: 1,340 shares; 2025Q4: 1,294 shares; 2026Q1: 1,312 shares 1,312 $239K 0.02% +18 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 2,763 shares; 2026Q1: 2,492 shares 2,492 $236K 0.02% -271 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,406 shares; 2025Q2: 2,617 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,521 shares 2,521 $233K 0.02% -51 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: 7,359 shares; 2024Q4: 7,297 shares; 2025Q1: 6,960 shares; 2025Q2: 1,711 shares; 2025Q3: 4,135 shares; 2025Q4: 4,917 shares; 2026Q1: 4,717 shares 4,717 $233K 0.02% -200 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,785 shares; 2024Q4: 8,798 shares; 2025Q1: 6,806 shares; 2025Q2: 6,592 shares; 2025Q3: 4,552 shares; 2025Q4: 1,993 shares; 2026Q1: 1,995 shares 1,995 $220K 0.02% +2 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 425 shares; 2025Q4: 395 shares; 2026Q1: 434 shares 434 $218K 0.02% +39 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,439 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,438 shares; 2025Q4: 4,688 shares; 2026Q1: 4,688 shares 4,688 $217K 0.02% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 131 shares; 2025Q2: 121 shares; 2025Q3: 226 shares; 2025Q4: 254 shares; 2026Q1: 247 shares 247 $213K 0.02% -7 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: 351 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 490 shares; 2025Q3: 708 shares; 2025Q4: 611 shares; 2026Q1: 707 shares 707 $212K 0.02% +96 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: 655 shares; 2024Q4: 596 shares; 2025Q1: 593 shares; 2025Q2: 545 shares; 2025Q3: 1,039 shares; 2025Q4: 1,084 shares; 2026Q1: 981 shares 981 $212K 0.02% -103 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 630 shares; 2025Q3: 600 shares; 2025Q4: 620 shares; 2026Q1: 600 shares 600 $207K 0.02% -20 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: 403 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 368 shares; 2025Q3: 1,424 shares; 2025Q4: 1,420 shares; 2026Q1: 1,354 shares 1,354 $205K 0.02% -66 Timeline MGC 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: 861 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: 861 shares 861 $205K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 269 shares; 2025Q4: 293 shares; 2026Q1: 290 shares 290 $204K 0.02% -3 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 625 shares; 2026Q1: 525 shares 525 $195K 0.02% -100 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares; 2026Q1: 2,086 shares 2,086 $195K 0.02% -109 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: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 480 shares; 2025Q3: 1,422 shares; 2025Q4: 1,286 shares; 2026Q1: 2,091 shares 2,091 $195K 0.02% +805 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: 416 shares; 2025Q4: 508 shares; 2026Q1: 513 shares 513 $188K 0.02% +5 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 565 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 817 shares; 2025Q4: 708 shares; 2026Q1: 775 shares 775 $182K 0.02% +67 Timeline MTUM 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: 739 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $181K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 61 shares; 2025Q3: 1,911 shares; 2025Q4: 1,911 shares; 2026Q1: 1,800 shares 1,800 $179K 0.02% -111 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: 2,760 shares; 2024Q4: 2,260 shares; 2025Q1: 2,236 shares; 2025Q2: 2,266 shares; 2025Q3: 3,142 shares; 2025Q4: 3,090 shares; 2026Q1: 3,783 shares 3,783 $178K 0.02% +693 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,655 shares; 2025Q4: 3,655 shares; 2026Q1: 3,655 shares 3,655 $172K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 788 shares 788 $171K 0.02% +80 Timeline DFCF 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: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,041 shares 4,041 $171K 0.02% -259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 1,988 shares; 2026Q1: 1,988 shares 1,988 $170K 0.02% 0 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 269 shares; 2025Q3: 541 shares; 2025Q4: 505 shares; 2026Q1: 517 shares 517 $170K 0.02% +12 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: 459 shares; 2024Q4: 459 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 519 shares; 2025Q4: 809 shares; 2026Q1: 868 shares 868 $169K 0.02% +59 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 4,714 shares; 2026Q1: 4,926 shares 4,926 $162K 0.01% +212 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: 95 shares; 2025Q1: 145 shares; 2025Q2: 142 shares; 2025Q3: 122 shares; 2025Q4: 125 shares; 2026Q1: 165 shares 165 $159K 0.01% +40 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 743 shares; 2025Q3: 588 shares; 2025Q4: 675 shares; 2026Q1: 614 shares 614 $159K 0.01% -61 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 2,195 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares 2,145 $158K 0.01% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 800 shares; 2025Q3: 2,853 shares; 2025Q4: 3,003 shares; 2026Q1: 3,159 shares 3,159 $157K 0.01% +156 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 2,185 shares; 2025Q4: 1,528 shares; 2026Q1: 2,152 shares 2,152 $155K 0.01% +624 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: 483 shares; 2024Q4: 474 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 729 shares; 2025Q4: 517 shares; 2026Q1: 666 shares 666 $153K 0.01% +149 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,175 shares; 2025Q3: 1,187 shares; 2025Q4: 1,451 shares; 2026Q1: 1,449 shares 1,449 $150K 0.01% -2 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 446 shares; 2025Q4: 310 shares; 2026Q1: 712 shares 712 $143K 0.01% +402 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $141K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,087 shares; 2025Q1: 1,587 shares; 2025Q2: 1,787 shares; 2025Q3: 1,475 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $140K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 721 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $139K 0.01% 0 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: 674 shares 674 $137K 0.01% new Timeline DFAU 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: 3,015 shares; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares 3,015 $137K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,598 shares; 2025Q3: 2,500 shares; 2025Q4: 2,372 shares; 2026Q1: 2,300 shares 2,300 $137K 0.01% -72 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 194 shares; 2025Q1: 594 shares; 2025Q2: 549 shares; 2025Q3: 611 shares; 2025Q4: 588 shares; 2026Q1: 640 shares 640 $135K 0.01% +52 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 53 shares; 2025Q3: 406 shares; 2025Q4: 393 shares; 2026Q1: 788 shares 788 $135K 0.01% +395 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: 671 shares; 2025Q4: 895 shares; 2026Q1: 893 shares 893 $132K 0.01% -2 Timeline CMWAY COMMONWEALTH BK OF AUSTRALIA S More: the full row for COMMONWEALTH BK OF AUSTRALIA S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 617 shares; 2025Q4: 640 shares; 2026Q1: 1,089 shares 1,089 $131K 0.01% +449 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 84 shares; 2026Q1: 86 shares 86 $130K 0.01% +2 Timeline GSIE 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: 3,137 shares; 2025Q4: 2,939 shares; 2026Q1: 2,939 shares 2,939 $128K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,396 shares; 2025Q1: 2,284 shares; 2025Q2: 2,404 shares; 2025Q3: 4,423 shares; 2025Q4: 4,584 shares; 2026Q1: 4,559 shares 4,559 $127K 0.01% -25 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 69 shares; 2025Q2: 94 shares; 2025Q3: 214 shares; 2025Q4: 225 shares; 2026Q1: 300 shares 300 $127K 0.01% +75 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 1,260 shares; 2025Q4: 1,418 shares; 2026Q1: 1,496 shares 1,496 $126K 0.01% +78 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: 382 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 369 shares; 2025Q3: 579 shares; 2025Q4: 748 shares; 2026Q1: 599 shares 599 $125K 0.01% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 457 shares; 2025Q4: 750 shares; 2026Q1: 806 shares 806 $124K 0.01% +56 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 615 shares; 2025Q3: 611 shares; 2025Q4: 767 shares; 2026Q1: 767 shares 767 $124K 0.01% 0 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: 835 shares; 2024Q4: 823 shares; 2025Q1: 783 shares; 2025Q2: 763 shares; 2025Q3: 733 shares; 2025Q4: 766 shares; 2026Q1: 667 shares 667 $124K 0.01% -99 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: 974 shares; 2026Q1: 1,334 shares 1,334 $123K 0.01% +360 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: 372 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 292 shares; 2025Q3: 353 shares; 2025Q4: 374 shares; 2026Q1: 497 shares 497 $122K 0.01% +123 Timeline SLVP 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: 3,211 shares; 2024Q4: 3,232 shares; 2025Q1: 3,232 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares 3,294 $121K 0.01% 0 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: 106 shares; 2024Q4: 101 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 188 shares; 2025Q4: 198 shares; 2026Q1: 194 shares 194 $121K 0.01% -4 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 1,019 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 2,561 shares; 2026Q1: 1,560 shares 1,560 $120K 0.01% -1,001 Timeline JCPB 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 80 shares; 2025Q3: 2,621 shares; 2025Q4: 2,621 shares; 2026Q1: 2,512 shares 2,512 $118K 0.01% -109 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 449 shares; 2025Q3: 283 shares; 2025Q4: 457 shares; 2026Q1: 609 shares 609 $116K 0.01% +152 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $116K 0.01% 0 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: 95 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 221 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $116K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 671 shares; 2025Q3: 1,032 shares; 2025Q4: 1,001 shares; 2026Q1: 997 shares 997 $115K 0.01% -4 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: 1,311 shares; 2024Q4: 1,448 shares; 2025Q1: 1,378 shares; 2025Q2: 1,361 shares; 2025Q3: 1,324 shares; 2025Q4: 1,321 shares; 2026Q1: 1,257 shares 1,257 $115K 0.01% -64 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 43 shares; 2025Q3: 190 shares; 2025Q4: 225 shares; 2026Q1: 253 shares 253 $114K 0.01% +28 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,114 shares 1,114 $114K 0.01% -36 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: 1,047 shares; 2024Q4: 1,026 shares; 2025Q1: 955 shares; 2025Q2: 914 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 875 shares 875 $113K 0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 518 shares; 2026Q1: 603 shares 603 $113K 0.01% +85 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 328 shares; 2025Q3: 377 shares; 2025Q4: 438 shares; 2026Q1: 437 shares 437 $113K 0.01% -1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 661 shares; 2025Q4: 804 shares; 2026Q1: 864 shares 864 $113K 0.01% +60 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 330 shares; 2025Q4: 342 shares; 2026Q1: 338 shares 338 $112K 0.01% -4 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,124 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares 1,085 $111K 0.01% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 933 shares; 2025Q4: 925 shares; 2026Q1: 1,133 shares 1,133 $111K 0.01% +208 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $110K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,427 shares; 2026Q1: 1,358 shares 1,358 $110K 0.01% -69 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 714 shares; 2025Q2: 967 shares; 2025Q3: 451 shares; 2025Q4: 517 shares; 2026Q1: 450 shares 450 $109K 0.01% -67 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,059 shares 3,059 $108K 0.01% -191 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291 $108K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 463 shares; 2025Q4: 537 shares; 2026Q1: 523 shares 523 $107K 0.01% -14 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 383 shares; 2025Q4: 438 shares; 2026Q1: 390 shares 390 $106K 0.01% -48 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: 113 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 650 shares; 2025Q3: 2,845 shares; 2025Q4: 2,439 shares; 2026Q1: 4,991 shares 4,991 $106K 0.01% +2,552 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: 46 shares; 2025Q4: 10 shares; 2026Q1: 848 shares 848 $105K 0.01% +838 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: 277 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 310 shares; 2025Q3: 1,059 shares; 2025Q4: 1,131 shares; 2026Q1: 1,792 shares 1,792 $104K 0.01% +661 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,894 shares; 2025Q1: 2,894 shares; 2025Q2: 4,394 shares; 2025Q3: 3,760 shares; 2025Q4: 3,264 shares; 2026Q1: 3,166 shares 3,166 $104K 0.01% -98 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: 423 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $104K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 1,726 shares; 2026Q1: 1,665 shares 1,665 $104K 0.01% -61 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 403 shares; 2025Q4: 383 shares; 2026Q1: 628 shares 628 $104K 0.01% +245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,168 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $104K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 278 shares; 2025Q4: 293 shares; 2026Q1: 242 shares 242 $103K 0.01% -51 Timeline CARE CARTER BANKSHARES INC More: the full row for CARTER BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 4,365 shares; 2025Q3: 4,365 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares 4,365 $102K 0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,404 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $102K 0.01% 0 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: 77 shares; 2024Q4: 75 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 514 shares; 2025Q4: 659 shares; 2026Q1: 613 shares 613 $102K 0.01% -46 Timeline HTHIY HITACHI LTD -ADR More: the full row for HITACHI LTD -ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 110 shares; 2025Q2: 168 shares; 2025Q3: 1,733 shares; 2025Q4: 1,855 shares; 2026Q1: 3,366 shares 3,366 $101K 0.01% +1,511 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 470 shares; 2025Q4: 482 shares; 2026Q1: 610 shares 610 $100K 0.01% +128 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: 482 shares; 2024Q4: 482 shares; 2025Q1: 460 shares; 2025Q2: 486 shares; 2025Q3: 1,485 shares; 2025Q4: 1,185 shares; 2026Q1: 2,673 shares 2,673 $98.8K 0.01% +1,488 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: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 980 shares 980 $98.7K 0.01% -51 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 42 shares; 2025Q1: 442 shares; 2025Q2: 407 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 402 shares 402 $98.1K 0.01% -74 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 172 shares; 2025Q3: 320 shares; 2025Q4: 313 shares; 2026Q1: 270 shares 270 $97.5K 0.01% -43 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,918 shares; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares 2,226 $97.3K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682 $97K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 376 shares; 2025Q4: 423 shares; 2026Q1: 415 shares 415 $96.6K 0.01% -8 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 2,004 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares 2,341 $96.5K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 175 shares; 2025Q3: 952 shares; 2025Q4: 1,033 shares; 2026Q1: 1,697 shares 1,697 $96.2K 0.01% +664 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 388 shares; 2025Q3: 349 shares; 2025Q4: 399 shares; 2026Q1: 342 shares 342 $95.7K 0.01% -57 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 926 shares; 2025Q4: 881 shares; 2026Q1: 584 shares 584 $95.3K 0.01% -297 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 903 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $94.7K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,392 shares; 2025Q1: 1,547 shares; 2025Q2: 1,419 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares 1,279 $94.5K 0.01% 0 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 728 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,142 shares 1,142 $93.9K 0.01% -69 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 557 shares; 2025Q4: 694 shares; 2026Q1: 694 shares 694 $92.8K 0.01% 0 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: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 482 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $92.2K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 973 shares 973 $91.9K 0.01% +501 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 477 shares; 2026Q1: 462 shares 462 $91.5K 0.01% -15 Timeline TKOMY Tokio Marine Holdings, Inc. Sp More: the full row for Tokio Marine Holdings, Inc. Sp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 736 shares; 2025Q4: 788 shares; 2026Q1: 1,969 shares 1,969 $91.4K 0.01% +1,181 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 250 shares; 2025Q4: 272 shares; 2026Q1: 332 shares 332 $90.8K 0.01% +60 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 387 shares 387 $90.8K 0.01% -8 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,359 shares; 2025Q2: 2,359 shares; 2025Q3: 2,498 shares; 2025Q4: 2,480 shares; 2026Q1: 2,475 shares 2,475 $90.8K 0.01% -5 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: 236 shares; 2025Q4: 190 shares; 2026Q1: 310 shares 310 $90.6K 0.01% +120 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 136 shares; 2025Q2: 198 shares; 2025Q3: 274 shares; 2025Q4: 391 shares; 2026Q1: 372 shares 372 $90.4K 0.01% -19 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: 206 shares; 2025Q4: 206 shares; 2026Q1: 200 shares 200 $89.6K 0.01% -6 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 104 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 189 shares 189 $89.2K 0.01% -7 Timeline ENLAY ENEL SPA - UNSPON ADR More: the full row for ENEL SPA - UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 3,478 shares; 2025Q4: 4,010 shares; 2026Q1: 7,864 shares 7,864 $88.2K 0.01% +3,854 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 717 shares; 2025Q4: 757 shares; 2026Q1: 704 shares 704 $87.9K 0.01% -53 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 446 shares; 2025Q4: 398 shares; 2026Q1: 628 shares 628 $87.7K 0.01% +230 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: 182 shares; 2025Q4: 182 shares; 2026Q1: 9,105 shares 9,105 $87.7K 0.01% +8,923 Timeline NABZY NATL AUSTRALIA BK LTD ADS5 More: the full row for NATL AUSTRALIA BK LTD ADS5 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 2,419 shares; 2025Q4: 3,459 shares; 2026Q1: 5,928 shares 5,928 $87.4K 0.01% +2,469 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: 621 shares; 2025Q4: 621 shares; 2026Q1: 838 shares 838 $86.4K 0.01% +217 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 332 shares; 2026Q1: 584 shares 584 $86.3K 0.01% +252 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $84.8K 0.01% 0 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: 100 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 2,690 shares 2,690 $84.6K 0.01% +2,671 Timeline VCISY VINCI SA ADR (FRANCE) More: the full row for VINCI SA ADR (FRANCE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 796 shares; 2025Q4: 694 shares; 2026Q1: 2,213 shares 2,213 $84.3K 0.01% +1,519 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 1,245 shares; 2025Q4: 1,314 shares; 2026Q1: 3,165 shares 3,165 $84.1K 0.01% +1,851 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 88 shares; 2025Q4: 103 shares; 2026Q1: 95 shares 95 $84K 0.01% -8 Timeline HDV 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: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $83.7K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 344 shares; 2025Q4: 409 shares; 2026Q1: 402 shares 402 $82.9K 0.01% -7 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 471 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $82.8K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 1,309 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares 1,315 $82.8K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 442 shares; 2025Q4: 456 shares; 2026Q1: 472 shares 472 $82.4K 0.01% +16 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,738 shares 1,738 $82.1K 0.01% -6 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 326 shares; 2025Q4: 396 shares; 2026Q1: 750 shares 750 $81.9K 0.01% +354 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares 2,347 $81.9K 0.01% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,416 shares 2,416 $81.8K 0.01% -154 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 282 shares; 2025Q3: 314 shares; 2025Q4: 436 shares; 2026Q1: 405 shares 405 $81.5K 0.01% -31 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: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 691 shares; 2025Q4: 1,115 shares; 2026Q1: 1,113 shares 1,113 $81.5K 0.01% -2 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,311 shares; 2026Q1: 1,631 shares 1,631 $81.3K 0.01% +320 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 67 shares; 2025Q3: 768 shares; 2025Q4: 622 shares; 2026Q1: 1,697 shares 1,697 $81.3K 0.01% +1,075 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 267 shares 267 $81.2K 0.01% +231 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 21,276 shares; 2026Q1: 19,634 shares 19,634 $80.9K 0.01% -1,642 Timeline MTSUY MITSUBISHI CORP ADR (JAPAN) More: the full row for MITSUBISHI CORP ADR (JAPAN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 1,227 shares; 2025Q4: 1,157 shares; 2026Q1: 2,357 shares 2,357 $80.8K 0.01% +1,200 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 1,391 shares; 2025Q4: 1,207 shares; 2026Q1: 1,636 shares 1,636 $80.7K 0.01% +429 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,127 shares; 2025Q1: 1,073 shares; 2025Q2: 321 shares; 2025Q3: 3,402 shares; 2025Q4: 2,853 shares; 2026Q1: 2,848 shares 2,848 $80.7K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 836 shares; 2026Q1: 1,294 shares 1,294 $80.4K 0.01% +458 Timeline BAESY BAE SYSTEMS PLC -SPON ADR More: the full row for BAE SYSTEMS PLC -SPON ADR Quarterly 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 shares; 2025Q3: 260 shares; 2025Q4: 226 shares; 2026Q1: 661 shares 661 $80.3K 0.01% +435 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: 23 shares; 2025Q4: 83 shares; 2026Q1: 575 shares 575 $80.1K 0.01% +492 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: 1,063 shares; 2026Q1: 1,063 shares 1,063 $79.8K 0.01% 0 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: 1,261 shares; 2025Q4: 1,333 shares; 2026Q1: 2,162 shares 2,162 $79.8K 0.01% +829 Timeline MQBKY MACQUARIE GROUP, LTD. SPONSORE More: the full row for MACQUARIE GROUP, LTD. SPONSORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 205 shares; 2025Q4: 254 shares; 2026Q1: 551 shares 551 $79.3K 0.01% +297 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 279 shares; 2025Q4: 261 shares; 2026Q1: 270 shares 270 $79.3K 0.01% +9 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 1,804 shares; 2025Q2: 1,666 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $79.2K 0.01% 0 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: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 620 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669 $78.9K 0.01% 0 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: 573 shares; 2025Q4: 650 shares; 2026Q1: 948 shares 948 $78.4K 0.01% +298 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $78.2K 0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $77.7K 0.01% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to 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: 992 shares 992 $77.2K 0.01% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 364 shares; 2025Q4: 383 shares; 2026Q1: 897 shares 897 $75.7K 0.01% +514 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 643 shares; 2025Q3: 1,043 shares; 2025Q4: 1,042 shares; 2026Q1: 1,039 shares 1,039 $75.4K 0.01% -3 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 131 shares 131 $75.3K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 265 shares; 2026Q1: 738 shares 738 $75.3K 0.01% +473 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 481 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 781 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $74.4K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 387 shares; 2026Q1: 568 shares 568 $74K 0.01% +181 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: 367 shares; 2025Q4: 351 shares; 2026Q1: 2,415 shares 2,415 $73.9K 0.01% +2,064 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 723 shares 723 $73.8K 0.01% -23 Timeline EAT BRINKER INTL INC More: the full row for BRINKER 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: 206 shares; 2025Q4: 299 shares; 2026Q1: 510 shares 510 $73.8K 0.01% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 3,844 shares; 2025Q4: 4,224 shares; 2026Q1: 4,220 shares 4,220 $73.8K 0.01% -4 Timeline SZLMY Swiss Life Holding Unsponsored More: the full row for Swiss Life Holding Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 168 shares; 2025Q4: 235 shares; 2026Q1: 1,333 shares 1,333 $73.8K 0.01% +1,098 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 203 shares; 2026Q1: 430 shares 430 $73.3K 0.01% +227 Timeline ALC ALCON AG More: the full row for ALCON 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: 6 shares; 2025Q3: 164 shares; 2025Q4: 274 shares; 2026Q1: 980 shares 980 $73.1K 0.01% +706 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773 shares; 2025Q4: 1,256 shares; 2026Q1: 2,092 shares 2,092 $73K 0.01% +836 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 72 shares; 2025Q3: 933 shares; 2025Q4: 1,082 shares; 2026Q1: 1,625 shares 1,625 $72.4K 0.01% +543 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 5,959 shares; 2025Q4: 6,469 shares; 2026Q1: 13,870 shares 13,870 $72.3K 0.01% +7,401 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 326 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $72.2K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 782 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $72.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,427 shares 1,427 $72K 0.01% -53 Timeline ATEYY ADVANTEST CORPORATION NEW ADS More: the full row for ADVANTEST CORPORATION NEW ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 243 shares; 2025Q4: 300 shares; 2026Q1: 530 shares 530 $71.9K 0.01% +230 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 275 shares 275 $71.9K 0.01% -1 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: 1,847 shares; 2024Q4: 1,841 shares; 2025Q1: 810 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares 796 $71.8K 0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 261 shares; 2026Q1: 417 shares 417 $71.5K 0.01% +156 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,538 shares; 2025Q4: 1,369 shares; 2026Q1: 2,315 shares 2,315 $71.4K 0.01% +946 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 888 shares; 2025Q4: 887 shares; 2026Q1: 978 shares 978 $71.4K 0.01% +91 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 982 shares; 2025Q3: 1,258 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares 1,540 $71.3K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 5,870 shares; 2025Q4: 6,249 shares; 2026Q1: 6,242 shares 6,242 $71.2K 0.01% -7 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 868 shares; 2025Q4: 868 shares; 2026Q1: 1,317 shares 1,317 $70.7K 0.01% +449 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 75 shares; 2025Q3: 446 shares; 2025Q4: 471 shares; 2026Q1: 990 shares 990 $70.6K 0.01% +519 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: 34 shares; 2024Q4: 26 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 162 shares; 2025Q4: 185 shares; 2026Q1: 162 shares 162 $69.8K 0.01% -23 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 233 shares; 2025Q4: 339 shares; 2026Q1: 332 shares 332 $69.8K 0.01% -7 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: 2,072 shares; 2025Q4: 1,847 shares; 2026Q1: 2,041 shares 2,041 $69.6K 0.01% +194 Timeline RPV 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: 1,424 shares; 2024Q4: 1,198 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares 646 $69.5K 0.01% 0 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: 817 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 768 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $69.3K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 121 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $69.1K 0.01% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT 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: 229 shares; 2025Q4: 206 shares; 2026Q1: 492 shares 492 $68.9K 0.01% +286 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 134 shares; 2025Q3: 229 shares; 2025Q4: 265 shares; 2026Q1: 229 shares 229 $68.9K 0.01% -36 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 28 shares; 2025Q3: 187 shares; 2025Q4: 202 shares; 2026Q1: 380 shares 380 $68.5K 0.01% +178 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 2,075 shares; 2025Q4: 2,494 shares; 2026Q1: 2,494 shares 2,494 $68.1K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 537 shares; 2025Q1: 397 shares; 2025Q2: 332 shares; 2025Q3: 435 shares; 2025Q4: 750 shares; 2026Q1: 636 shares 636 $68.1K 0.01% -114 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 677 shares; 2025Q4: 616 shares; 2026Q1: 737 shares 737 $67.6K 0.01% +121 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 459 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $67.3K 0.01% 0 Timeline ALIZY ALLIANZ SE More: the full row for ALLIANZ 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: 49 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares 1,585 $67.2K 0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: 2,081 shares; 2026Q1: 1,489 shares 1,489 $66.9K 0.01% -592 Timeline BRC BRADY CORP More: the full row for BRADY 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: 269 shares; 2025Q4: 301 shares; 2026Q1: 827 shares 827 $66.8K 0.01% +526 Timeline NRDBY NORDEA BK ABP SPONSORED ADR(FI More: the full row for NORDEA BK ABP SPONSORED ADR(FI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 3,773 shares 3,773 $66.6K 0.01% +1,909 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: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,690 shares 1,690 $66.5K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 518 shares 518 $66.3K 0.01% -5 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,224 shares; 2025Q4: 1,382 shares; 2026Q1: 1,573 shares 1,573 $66.2K 0.01% +191 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 345 shares; 2026Q1: 339 shares 339 $66.2K 0.01% -6 Timeline DSI 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: 411 shares; 2024Q4: 411 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 541 shares 541 $66.2K 0.01% +67 Timeline GBERY GEBERIT AG JONA UNSPONSORED AD More: the full row for GEBERIT AG JONA UNSPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 75 shares; 2025Q4: 178 shares; 2026Q1: 998 shares 998 $66.1K 0.01% +820 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 307 shares 307 $66K 0.01% -14 Timeline ANZGY ANZ GROUP HLDGS LTD SPONSORED More: the full row for ANZ GROUP HLDGS LTD SPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 1,439 shares; 2025Q4: 1,660 shares; 2026Q1: 2,568 shares 2,568 $65.8K 0.01% +908 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS 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: 529 shares; 2026Q1: 969 shares 969 $65.7K 0.01% +440 Timeline SDVKY SANDVIK AB ADR More: the full row for SANDVIK AB ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 857 shares; 2025Q4: 828 shares; 2026Q1: 1,661 shares 1,661 $65.5K 0.01% +833 Timeline ARZGY Assicurazioni Generali Spa Ord More: the full row for Assicurazioni Generali Spa Ord Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 377 shares; 2025Q4: 751 shares; 2026Q1: 3,166 shares 3,166 $65.4K 0.01% +2,415 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 398 shares; 2026Q1: 526 shares 526 $65.2K 0.01% +128 Timeline PDP 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: 1,305 shares; 2024Q4: 1,144 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 528 shares 528 $65K 0.01% 0 Timeline VSEC VSE CORP More: the full row for VSE 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: 348 shares 348 $64.4K 0.01% new Timeline HKXCY Hong Kong Exchanges & Clearing More: the full row for Hong Kong Exchanges & Clearing Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 20 shares; 2025Q3: 502 shares; 2025Q4: 443 shares; 2026Q1: 1,254 shares 1,254 $64.3K 0.01% +811 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 144 shares; 2025Q3: 276 shares; 2025Q4: 314 shares; 2026Q1: 295 shares 295 $64.2K 0.01% -19 Timeline MIELY MITSUBISHI ELECTRIC-UNSP ADR More: the full row for MITSUBISHI ELECTRIC-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 394 shares; 2025Q4: 447 shares; 2026Q1: 973 shares 973 $64.2K 0.01% +526 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 971 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares 484 $64K 0.01% 0 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 460 shares; 2025Q4: 458 shares; 2026Q1: 566 shares 566 $64K 0.01% +108 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 117 shares; 2025Q1: 112 shares; 2025Q2: 178 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 306 shares 306 $64K 0.01% -11 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 274 shares; 2025Q3: 895 shares; 2025Q4: 1,037 shares; 2026Q1: 734 shares 734 $63.6K 0.01% -303 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 384 shares; 2025Q4: 394 shares; 2026Q1: 523 shares 523 $63.6K 0.01% +129 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: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 336 shares; 2026Q1: 539 shares 539 $63.5K 0.01% +203 Timeline IFNNY INFINEON TECHNOLOGIES-ADR More: the full row for INFINEON TECHNOLOGIES-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 438 shares; 2025Q4: 461 shares; 2026Q1: 1,403 shares 1,403 $63.3K 0.01% +942 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: 13 shares; 2025Q3: 473 shares; 2025Q4: 744 shares; 2026Q1: 2,105 shares 2,105 $63.2K 0.01% +1,361 Timeline GSLC 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: 256 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 132 shares; 2025Q3: 634 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $62.9K 0.01% 0 Timeline VLVLY VOLVO AB ADR (SWE) More: the full row for VOLVO AB ADR (SWE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 268 shares; 2025Q4: 670 shares; 2026Q1: 1,898 shares 1,898 $62.9K 0.01% +1,228 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 509 shares; 2025Q4: 777 shares; 2026Q1: 777 shares 777 $62.7K 0.01% 0 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: 853 shares; 2025Q4: 2,189 shares; 2026Q1: 3,187 shares 3,187 $62.2K 0.01% +998 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS 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: 442 shares; 2025Q4: 436 shares; 2026Q1: 595 shares 595 $61.7K 0.01% +159 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 1,038 shares; 2026Q1: 977 shares 977 $61.4K 0.01% -61 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 395 shares; 2025Q4: 621 shares; 2026Q1: 498 shares 498 $61.3K 0.01% -123 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: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 1,390 shares; 2026Q1: 1,485 shares 1,485 $61.2K 0.01% +95 Timeline VOX 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: 343 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $60.7K 0.01% 0 Timeline SCMWY SWISSCOM AG ADS(RP 1/10 REG SH More: the full row for SWISSCOM AG ADS(RP 1/10 REG SH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 112 shares; 2026Q1: 722 shares 722 $60.6K 0.01% +610 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: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799 $60.4K 0.01% 0 Timeline MITSY MITSUI & CO LTD ADR (US) More: the full row for MITSUI & CO LTD ADR (US) Quarterly 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 shares; 2025Q3: 40 shares; 2025Q4: 44 shares; 2026Q1: 75 shares 75 $59.6K 0.01% +31 Timeline LGRDY LEGRAND SA UNSPONSORED ADR (FR More: the full row for LEGRAND SA UNSPONSORED ADR (FR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 553 shares; 2025Q4: 410 shares; 2026Q1: 1,893 shares 1,893 $59.5K 0.01% +1,483 Timeline AIR AAR CORP More: the full row for AAR 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: 370 shares; 2025Q4: 369 shares; 2026Q1: 542 shares 542 $59.5K 0.01% +173 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 883 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares 1,149 $59K 0.01% 0 Timeline MHVIY MITSUBISHI HEAVY INDS LTD ADS More: the full row for MITSUBISHI HEAVY INDS LTD ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 1,196 shares; 2025Q4: 1,102 shares; 2026Q1: 1,973 shares 1,973 $59K 0.01% +871 Timeline IBDRY IBERDROLA SA DPON ADR (SPAIN) More: the full row for IBERDROLA SA DPON ADR (SPAIN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 29 shares; 2025Q3: 391 shares; 2025Q4: 623 shares; 2026Q1: 622 shares 622 $58.7K 0.01% -1 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 116 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $58.6K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 632 shares; 2026Q1: 913 shares 913 $58.5K 0.01% +281 Timeline VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 729 shares; 2025Q4: 642 shares; 2026Q1: 3,009 shares 3,009 $58.3K 0.01% +2,367 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 191 shares 191 $58.2K 0.01% +43 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 299 shares 299 $58.2K 0.01% +8 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 437 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 283 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $58K 0.01% 0 Timeline SCGLY SOCIETE GENERALE FRANCE SP ADR More: the full row for SOCIETE GENERALE FRANCE SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 1,505 shares; 2025Q4: 1,799 shares; 2026Q1: 3,862 shares 3,862 $57.7K 0.01% +2,063 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 202 shares; 2025Q4: 141 shares; 2026Q1: 218 shares 218 $57.6K 0.01% +77 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $57.5K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $57.2K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 35 shares; 2026Q1: 57 shares 57 $57K 0.01% +22 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS 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: 923 shares; 2025Q4: 988 shares; 2026Q1: 1,699 shares 1,699 $57K 0.01% +711 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 172 shares; 2025Q4: 171 shares; 2026Q1: 199 shares 199 $56.9K 0.01% +28 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: not reported; 2025Q2: 28 shares; 2025Q3: 1,211 shares; 2025Q4: 537 shares; 2026Q1: 2,345 shares 2,345 $56.8K 0.01% +1,808 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,411 shares; 2026Q1: 2,141 shares 2,141 $56.8K 0.01% +730 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 474 shares; 2025Q4: 622 shares; 2026Q1: 530 shares 530 $56.7K 0.01% -92 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,250 shares; 2025Q3: 2,333 shares; 2025Q4: 2,333 shares; 2026Q1: 4,880 shares 4,880 $56.6K 0.01% +2,547 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 116 shares; 2025Q4: 161 shares; 2026Q1: 158 shares 158 $56.5K 0.01% -3 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 1,337 shares; 2025Q4: 1,071 shares; 2026Q1: 1,630 shares 1,630 $56.5K 0.01% +559 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 305 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $56.4K 0.01% 0 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,091 shares 2,091 $56.4K 0.01% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 956 shares; 2026Q1: 1,840 shares 1,840 $56.1K 0.01% +884 Timeline SMERY SIEMENS ENERGY AG SPONSORED AD More: the full row for SIEMENS ENERGY AG SPONSORED AD Quarterly shares; oldest to 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: 323 shares 323 $56K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 253 shares; 2025Q3: 802 shares; 2025Q4: 571 shares; 2026Q1: 570 shares 570 $56K <0.01% -1 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares 514 $55.9K <0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 1,344 shares; 2026Q1: 1,794 shares 1,794 $55.7K <0.01% +450 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: 276 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 225 shares; 2025Q4: 244 shares; 2026Q1: 189 shares 189 $55.6K <0.01% -55 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 176 shares; 2026Q1: 139 shares 139 $55.5K <0.01% -37 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 160 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $55.1K <0.01% 0 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: 346 shares; 2025Q4: 373 shares; 2026Q1: 528 shares 528 $55K <0.01% +155 Timeline SPHQ 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: 1,962 shares; 2024Q4: 1,606 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $54.3K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 448 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 737 shares; 2026Q1: 1,152 shares 1,152 $54.3K <0.01% +415 Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 354 shares; 2025Q4: 308 shares; 2026Q1: 503 shares 503 $54.2K <0.01% +195 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: not reported; 2025Q3: 794 shares; 2025Q4: 807 shares; 2026Q1: 834 shares 834 $54.2K <0.01% +27 Timeline KN KNOWLES CORP More: the full row for KNOWLES 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: 992 shares; 2025Q4: 992 shares; 2026Q1: 2,085 shares 2,085 $53.9K <0.01% +1,093 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 2,348 shares; 2025Q4: 2,459 shares; 2026Q1: 2,455 shares 2,455 $53.8K <0.01% -4 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,034 shares 4,034 $53.8K <0.01% new Timeline CAIXY CAIXABANK UNSPONSORED ADR (SPA More: the full row for CAIXABANK UNSPONSORED ADR (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: 207 shares; 2025Q3: 5,700 shares; 2025Q4: 6,524 shares; 2026Q1: 13,447 shares 13,447 $53.8K <0.01% +6,923 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 350 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 513 shares; 2025Q4: 525 shares; 2026Q1: 408 shares 408 $53.7K <0.01% -117 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 3,049 shares; 2025Q4: 3,405 shares; 2026Q1: 3,402 shares 3,402 $53.7K <0.01% -3 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: 133 shares; 2025Q4: 1,826 shares; 2026Q1: 1,903 shares 1,903 $53.6K <0.01% +77 Timeline DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 860 shares; 2025Q4: 762 shares; 2026Q1: 1,459 shares 1,459 $53.6K <0.01% +697 Timeline KBCSY KBC Group NV Unsponsored ADR ( More: the full row for KBC Group NV Unsponsored ADR ( Quarterly 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 shares; 2025Q3: 102 shares; 2025Q4: 259 shares; 2026Q1: 848 shares 848 $53.3K <0.01% +589 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 897 shares; 2025Q4: 457 shares; 2026Q1: 856 shares 856 $53.3K <0.01% +399 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 722 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $53.2K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $53.1K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 133 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $53.1K <0.01% 0 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: 692 shares; 2025Q4: 746 shares; 2026Q1: 1,133 shares 1,133 $53K <0.01% +387 Timeline AZZ AZZ INC More: the full row for AZZ 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: 224 shares; 2025Q4: 208 shares; 2026Q1: 418 shares 418 $52.8K <0.01% +210 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 128 shares; 2025Q4: 134 shares; 2026Q1: 197 shares 197 $52.8K <0.01% +63 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 2,409 shares; 2025Q4: 2,149 shares; 2026Q1: 2,149 shares 2,149 $52.6K <0.01% 0 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES 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: 264 shares; 2025Q4: 339 shares; 2026Q1: 799 shares 799 $52.5K <0.01% +460 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 182 shares; 2025Q4: 183 shares; 2026Q1: 201 shares 201 $52.5K <0.01% +18 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE 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: 75 shares; 2025Q4: 132 shares; 2026Q1: 268 shares 268 $52.2K <0.01% +136 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 18 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $52.1K <0.01% 0 Timeline EBKDY ERSTE GROUP BANK AG-SPON ADR More: the full row for ERSTE GROUP BANK AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 165 shares; 2025Q4: 328 shares; 2026Q1: 957 shares 957 $52K <0.01% +629 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE 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: 726 shares; 2025Q4: 691 shares; 2026Q1: 1,257 shares 1,257 $52K <0.01% +566 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 569 shares 569 $51.7K <0.01% +274 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 189 shares; 2025Q4: 182 shares; 2026Q1: 170 shares 170 $51.6K <0.01% -12 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES 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: 55 shares; 2025Q4: 343 shares; 2026Q1: 702 shares 702 $51.3K <0.01% +359 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: 1,748 shares; 2026Q1: 4,111 shares 4,111 $51.3K <0.01% +2,363 Timeline HENKY HENKEL AG AND CO KGAA SPONSORE More: the full row for HENKEL AG AND CO KGAA SPONSORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 513 shares; 2025Q4: 724 shares; 2026Q1: 2,938 shares 2,938 $51.2K <0.01% +2,214 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS 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: 215 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $51.2K <0.01% 0 Timeline AIQUY AIR LIQUIDE ADR More: the full row for AIR LIQUIDE ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 30 shares; 2025Q2: 75 shares; 2025Q3: 1,344 shares; 2025Q4: 414 shares; 2026Q1: 1,228 shares 1,228 $51.2K <0.01% +814 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 1,120 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $51.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 617 shares; 2026Q1: 753 shares 753 $51K <0.01% +136 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT 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: 118 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $50.9K <0.01% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 453 shares; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $50.9K <0.01% 0 Timeline ILCG 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: 616 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 557 shares; 2025Q3: 530 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $50.9K <0.01% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS 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: 252 shares; 2025Q4: 370 shares; 2026Q1: 586 shares 586 $50.9K <0.01% +216 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 228 shares; 2025Q1: 223 shares; 2025Q2: 220 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 293 shares 293 $50.5K <0.01% -27 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: 23 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 21 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $50.3K <0.01% 0 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA 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: 525 shares; 2025Q4: 779 shares; 2026Q1: 779 shares 779 $49.9K <0.01% 0 Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 138 shares; 2025Q3: 584 shares; 2025Q4: 611 shares; 2026Q1: 601 shares 601 $49.9K <0.01% -10 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 862 shares; 2025Q4: 947 shares; 2026Q1: 946 shares 946 $49.8K <0.01% -1 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 911 shares; 2025Q4: 1,010 shares; 2026Q1: 904 shares 904 $49.2K <0.01% -106 Timeline SHECY Shin-Etsu Chemical Co Ltd Unsp More: the full row for Shin-Etsu Chemical Co Ltd Unsp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 62 shares; 2025Q2: 115 shares; 2025Q3: 1,344 shares; 2025Q4: 1,573 shares; 2026Q1: 2,408 shares 2,408 $49.1K <0.01% +835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $49.1K <0.01% 0 Timeline BASFY BASF SE COMMON STOCK More: the full row for BASF SE COMMON STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 605 shares; 2025Q4: 1,276 shares; 2026Q1: 3,314 shares 3,314 $48.9K <0.01% +2,038 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $48.7K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 1,257 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $48.7K <0.01% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 1,293 shares; 2025Q4: 1,398 shares; 2026Q1: 1,080 shares 1,080 $48.6K <0.01% -318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 1,159 shares; 2025Q4: 1,132 shares; 2026Q1: 2,591 shares 2,591 $48.6K <0.01% +1,459 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 641 shares; 2025Q4: 632 shares; 2026Q1: 940 shares 940 $48.3K <0.01% +308 Timeline RDNT RADNET INC More: the full row for RADNET 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: 477 shares; 2025Q4: 477 shares; 2026Q1: 879 shares 879 $48.2K <0.01% +402 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 6,863 shares; 2025Q4: 6,878 shares; 2026Q1: 6,878 shares 6,878 $48.1K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 772 shares; 2025Q3: 1,247 shares; 2025Q4: 912 shares; 2026Q1: 886 shares 886 $48K <0.01% -26 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 179 shares; 2026Q1: 1,279 shares 1,279 $47.9K <0.01% +1,100 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $47.8K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 694 shares; 2025Q4: 766 shares; 2026Q1: 847 shares 847 $47.6K <0.01% +81 Timeline RCRUY RECRUIT HLDGS CO LTD (JAPAN) More: the full row for RECRUIT HLDGS CO LTD (JAPAN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 196 shares; 2025Q3: 1,578 shares; 2025Q4: 2,862 shares; 2026Q1: 5,421 shares 5,421 $47.4K <0.01% +2,559 Timeline