SMRI EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,621,858 shares; 2024Q4: 6,580,666 shares; 2025Q1: 7,496,219 shares; 2025Q2: 7,654,401 shares; 2025Q3: 13,016,659 shares; 2025Q4: 13,121,221 shares; 2026Q1: 13,567,023 shares 13,567,023 $480M 26.07% +445,802 Timeline RNIN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,874,628 shares; 2025Q3: 4,392,161 shares; 2025Q4: 4,552,049 shares; 2026Q1: 4,840,343 shares 4,840,343 $141M 7.64% +288,294 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: 170,038 shares; 2024Q4: 168,115 shares; 2025Q1: 166,696 shares; 2025Q2: 167,536 shares; 2025Q3: 169,103 shares; 2025Q4: 179,859 shares; 2026Q1: 189,906 shares 189,906 $113M 6.16% +10,047 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: 1,145,664 shares; 2024Q4: 950,795 shares; 2025Q1: 952,706 shares; 2025Q2: 960,387 shares; 2025Q3: 1,016,515 shares; 2025Q4: 1,036,937 shares; 2026Q1: 1,055,102 shares 1,055,102 $67.6M 3.67% +18,165 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: 614,728 shares; 2024Q4: 631,771 shares; 2025Q1: 631,910 shares; 2025Q2: 621,473 shares; 2025Q3: 627,293 shares; 2025Q4: 648,693 shares; 2026Q1: 657,435 shares 657,435 $35.5M 1.93% +8,742 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: 224,546 shares; 2024Q4: 238,343 shares; 2025Q1: 198,616 shares; 2025Q2: 197,244 shares; 2025Q3: 198,364 shares; 2025Q4: 181,516 shares; 2026Q1: 180,365 shares 180,365 $35.4M 1.92% -1,151 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: 205,459 shares; 2024Q4: 167,373 shares; 2025Q1: 229,167 shares; 2025Q2: 209,735 shares; 2025Q3: 134,989 shares; 2025Q4: 125,915 shares; 2026Q1: 136,728 shares 136,728 $29.7M 1.61% +10,813 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: 220,197 shares; 2024Q4: 156,825 shares; 2025Q1: 196,471 shares; 2025Q2: 186,142 shares; 2025Q3: 150,031 shares; 2025Q4: 157,879 shares; 2026Q1: 153,675 shares 153,675 $26.8M 1.46% -4,204 Timeline ICOW 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: 771,594 shares; 2024Q4: 772,071 shares; 2025Q1: 768,454 shares; 2025Q2: 819,867 shares; 2025Q3: 859,042 shares; 2025Q4: 877,216 shares; 2026Q1: 614,567 shares 614,567 $26.1M 1.42% -262,649 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: 63,666 shares; 2024Q4: 68,109 shares; 2025Q1: 83,908 shares; 2025Q2: 92,814 shares; 2025Q3: 106,322 shares; 2025Q4: 111,305 shares; 2026Q1: 134,237 shares 134,237 $25.8M 1.4% +22,932 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: 54,362 shares; 2024Q4: 54,432 shares; 2025Q1: 53,449 shares; 2025Q2: 52,129 shares; 2025Q3: 57,492 shares; 2025Q4: 64,935 shares; 2026Q1: 63,447 shares 63,447 $23.5M 1.28% -1,488 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: 93,992 shares; 2024Q4: 79,596 shares; 2025Q1: 77,760 shares; 2025Q2: 77,354 shares; 2025Q3: 86,644 shares; 2025Q4: 96,860 shares; 2026Q1: 106,560 shares 106,560 $22.2M 1.21% +9,700 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,324 shares; 2024Q4: 232,166 shares; 2025Q1: 515,368 shares; 2025Q2: 536,518 shares; 2025Q3: 538,942 shares; 2025Q4: 542,170 shares; 2026Q1: 542,434 shares 542,434 $21.4M 1.16% +264 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: 229,697 shares; 2024Q4: 216,075 shares; 2025Q1: 240,652 shares; 2025Q2: 232,524 shares; 2025Q3: 171,789 shares; 2025Q4: 162,428 shares; 2026Q1: 198,244 shares 198,244 $20.4M 1.11% +35,816 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: 57,560 shares; 2024Q4: 57,593 shares; 2025Q1: 51,167 shares; 2025Q2: 51,668 shares; 2025Q3: 53,514 shares; 2025Q4: 53,333 shares; 2026Q1: 52,946 shares 52,946 $19.7M 1.07% -387 Timeline ACWI 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: 124,248 shares; 2024Q4: 121,601 shares; 2025Q1: 120,880 shares; 2025Q2: 72,288 shares; 2025Q3: 141,815 shares; 2025Q4: 135,697 shares; 2026Q1: 135,467 shares 135,467 $18.7M 1.02% -230 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: 33,327 shares; 2024Q4: 32,809 shares; 2025Q1: 31,050 shares; 2025Q2: 27,100 shares; 2025Q3: 34,364 shares; 2025Q4: 36,076 shares; 2026Q1: 32,752 shares 32,752 $18.7M 1.02% -3,324 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: 38,032 shares; 2024Q4: 30,746 shares; 2025Q1: 30,313 shares; 2025Q2: 28,176 shares; 2025Q3: 28,557 shares; 2025Q4: 20,885 shares; 2026Q1: 28,674 shares 28,674 $18.6M 1.01% +7,789 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: 69,125 shares; 2024Q4: 59,038 shares; 2025Q1: 52,354 shares; 2025Q2: 68,178 shares; 2025Q3: 78,846 shares; 2025Q4: 92,967 shares; 2026Q1: 73,311 shares 73,311 $18.6M 1.01% -19,656 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: 70,688 shares; 2024Q4: 69,517 shares; 2025Q1: 73,166 shares; 2025Q2: 71,801 shares; 2025Q3: 63,085 shares; 2025Q4: 68,647 shares; 2026Q1: 63,918 shares 63,918 $18.4M 1% -4,729 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373,463 shares; 2026Q1: 435,785 shares 435,785 $18M 0.98% +62,322 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 16,605 shares; 2025Q1: 36,350 shares; 2025Q2: 43,678 shares; 2025Q3: 62,393 shares; 2025Q4: 68,595 shares; 2026Q1: 74,200 shares 74,200 $17.6M 0.96% +5,605 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: 68,283 shares; 2024Q4: 66,391 shares; 2025Q1: 69,715 shares; 2025Q2: 69,884 shares; 2025Q3: 66,666 shares; 2025Q4: 62,004 shares; 2026Q1: 61,036 shares 61,036 $17.5M 0.95% -968 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: 6,553 shares; 2024Q4: 7,271 shares; 2025Q1: 7,165 shares; 2025Q2: 6,481 shares; 2025Q3: 1,496 shares; 2025Q4: 10,240 shares; 2026Q1: 20,848 shares 20,848 $13.6M 0.74% +10,608 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: 7,658 shares; 2024Q4: 7,350 shares; 2025Q1: 8,863 shares; 2025Q2: 13,550 shares; 2025Q3: 16,597 shares; 2025Q4: 19,775 shares; 2026Q1: 22,523 shares 22,523 $13M 0.71% +2,748 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: 89,171 shares; 2024Q4: 120,612 shares; 2025Q1: 125,502 shares; 2025Q2: 67,945 shares; 2025Q3: 68,290 shares; 2025Q4: 68,962 shares; 2026Q1: 68,357 shares 68,357 $12.6M 0.68% -605 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: 124,639 shares; 2024Q4: 127,795 shares; 2025Q1: 136,478 shares; 2025Q2: 54,869 shares; 2025Q3: 53,357 shares; 2025Q4: 53,832 shares; 2026Q1: 52,848 shares 52,848 $11.5M 0.62% -984 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,263 shares; 2024Q4: 104,461 shares; 2025Q1: 114,217 shares; 2025Q2: 149,449 shares; 2025Q3: 171,278 shares; 2025Q4: 170,915 shares; 2026Q1: 211,095 shares 211,095 $10.5M 0.57% +40,180 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: 57,965 shares; 2024Q4: 54,570 shares; 2025Q1: 54,107 shares; 2025Q2: 52,629 shares; 2025Q3: 52,572 shares; 2025Q4: 94,522 shares; 2026Q1: 78,333 shares 78,333 $10.4M 0.57% -16,189 Timeline HMOP 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: 107,858 shares; 2024Q4: 109,216 shares; 2025Q1: 111,083 shares; 2025Q2: 109,274 shares; 2025Q3: 126,986 shares; 2025Q4: 141,085 shares; 2026Q1: 266,503 shares 266,503 $10.3M 0.56% +125,418 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: 26,755 shares; 2024Q4: 26,745 shares; 2025Q1: 26,737 shares; 2025Q2: 26,737 shares; 2025Q3: 27,155 shares; 2025Q4: 27,155 shares; 2026Q1: 26,737 shares 26,737 $9.53M 0.52% -418 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: 30,509 shares; 2024Q4: 30,292 shares; 2025Q1: 29,196 shares; 2025Q2: 28,910 shares; 2025Q3: 29,580 shares; 2025Q4: 31,823 shares; 2026Q1: 30,452 shares 30,452 $9.2M 0.5% -1,371 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: 10,313 shares; 2024Q4: 10,132 shares; 2025Q1: 9,422 shares; 2025Q2: 9,177 shares; 2025Q3: 9,348 shares; 2025Q4: 90,704 shares; 2026Q1: 94,578 shares 94,578 $9.09M 0.49% +3,874 Timeline IFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288,128 shares 288,128 $8.97M 0.49% new Timeline GVI 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: 59,042 shares; 2024Q4: 57,693 shares; 2025Q1: 57,355 shares; 2025Q2: 62,984 shares; 2025Q3: 81,511 shares; 2025Q4: 80,937 shares; 2026Q1: 80,733 shares 80,733 $8.61M 0.47% -204 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: 21,186 shares; 2024Q4: 10,325 shares; 2025Q1: 19,693 shares; 2025Q2: 19,821 shares; 2025Q3: 8,129 shares; 2025Q4: 21,572 shares; 2026Q1: 19,700 shares 19,700 $8.4M 0.46% -1,872 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: 16,896 shares; 2024Q4: 16,975 shares; 2025Q1: 17,839 shares; 2025Q2: 17,733 shares; 2025Q3: 17,873 shares; 2025Q4: 19,417 shares; 2026Q1: 18,077 shares 18,077 $7.78M 0.42% -1,340 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,933 shares 228,933 $7.59M 0.41% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,797 shares 188,797 $7.45M 0.4% new 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: 34,373 shares; 2024Q4: 33,640 shares; 2025Q1: 33,641 shares; 2025Q2: 33,908 shares; 2025Q3: 8,017 shares; 2025Q4: 38,615 shares; 2026Q1: 34,408 shares 34,408 $7.35M 0.4% -4,207 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: 28,436 shares; 2024Q4: 27,510 shares; 2025Q1: 24,893 shares; 2025Q2: 30,047 shares; 2025Q3: 32,928 shares; 2025Q4: 35,723 shares; 2026Q1: 34,893 shares 34,893 $7.22M 0.39% -830 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: 71,283 shares; 2024Q4: 70,483 shares; 2025Q1: 70,473 shares; 2025Q2: 70,473 shares; 2025Q3: 71,051 shares; 2025Q4: 71,372 shares; 2026Q1: 72,617 shares 72,617 $7.05M 0.38% +1,245 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: 36,067 shares; 2024Q4: 37,546 shares; 2025Q1: 37,005 shares; 2025Q2: 36,851 shares; 2025Q3: 36,892 shares; 2025Q4: 37,065 shares; 2026Q1: 34,737 shares 34,737 $6.91M 0.38% -2,328 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,188 shares; 2024Q4: 75,188 shares; 2025Q1: 75,142 shares; 2025Q2: 75,142 shares; 2025Q3: 74,908 shares; 2025Q4: 74,908 shares; 2026Q1: 77,471 shares 77,471 $6.83M 0.37% +2,563 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 28,356 shares; 2025Q1: 26,676 shares; 2025Q2: 27,781 shares; 2025Q3: 29,276 shares; 2025Q4: 29,924 shares; 2026Q1: 30,016 shares 30,016 $6.19M 0.34% +92 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: 42,253 shares; 2024Q4: 42,882 shares; 2025Q1: 40,359 shares; 2025Q2: 39,631 shares; 2025Q3: 40,461 shares; 2025Q4: 39,957 shares; 2026Q1: 41,190 shares 41,190 $6.06M 0.33% +1,233 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,239 shares; 2025Q1: 5,399 shares; 2025Q2: 5,031 shares; 2025Q3: 5,360 shares; 2025Q4: 6,315 shares; 2026Q1: 6,064 shares 6,064 $6.04M 0.33% -251 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: 11,625 shares; 2024Q4: 10,698 shares; 2025Q1: 9,284 shares; 2025Q2: 8,248 shares; 2025Q3: 10,093 shares; 2025Q4: 11,964 shares; 2026Q1: 12,603 shares 12,603 $6.04M 0.33% +639 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 23,813 shares; 2025Q1: 20,614 shares; 2025Q2: 20,603 shares; 2025Q3: 23,116 shares; 2025Q4: 23,068 shares; 2026Q1: 22,027 shares 22,027 $5.38M 0.29% -1,041 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: 5,170 shares; 2025Q1: 4,531 shares; 2025Q2: 4,460 shares; 2025Q3: 4,756 shares; 2025Q4: 5,751 shares; 2026Q1: 5,567 shares 5,567 $5.35M 0.29% -184 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 42,455 shares; 2025Q1: 42,520 shares; 2025Q2: 40,907 shares; 2025Q3: 40,471 shares; 2025Q4: 40,752 shares; 2026Q1: 43,797 shares 43,797 $5.2M 0.28% +3,045 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 40,372 shares; 2025Q2: 44,248 shares; 2025Q3: 45,674 shares; 2025Q4: 87,610 shares; 2026Q1: 132,508 shares 132,508 $5.09M 0.28% +44,898 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: 41,687 shares; 2025Q2: 58,268 shares; 2025Q3: 57,233 shares; 2025Q4: 56,164 shares; 2026Q1: 32,843 shares 32,843 $4.47M 0.24% -23,321 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: 14,378 shares; 2024Q4: 13,494 shares; 2025Q1: 11,399 shares; 2025Q2: 15,219 shares; 2025Q3: 16,084 shares; 2025Q4: 15,484 shares; 2026Q1: 15,001 shares 15,001 $4.31M 0.23% -483 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: 51,513 shares; 2024Q4: 46,731 shares; 2025Q1: 39,479 shares; 2025Q2: 39,415 shares; 2025Q3: 46,044 shares; 2025Q4: 57,291 shares; 2026Q1: 54,837 shares 54,837 $4.25M 0.23% -2,454 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: 1,439 shares; 2024Q4: 1,839 shares; 2025Q1: 1,893 shares; 2025Q2: 1,597 shares; 2025Q3: 5,825 shares; 2025Q4: 14,121 shares; 2026Q1: 13,596 shares 13,596 $4.21M 0.23% -525 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: 52,388 shares; 2024Q4: 51,325 shares; 2025Q1: 45,289 shares; 2025Q2: 45,212 shares; 2025Q3: 47,022 shares; 2025Q4: 50,249 shares; 2026Q1: 46,701 shares 46,701 $4.18M 0.23% -3,548 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,158 shares; 2024Q4: 69,820 shares; 2025Q1: 67,462 shares; 2025Q2: 61,187 shares; 2025Q3: 62,270 shares; 2025Q4: 61,769 shares; 2026Q1: 57,662 shares 57,662 $4.18M 0.23% -4,107 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: 40,926 shares; 2024Q4: 39,870 shares; 2025Q1: 38,726 shares; 2025Q2: 37,637 shares; 2025Q3: 37,200 shares; 2025Q4: 29,427 shares; 2026Q1: 27,318 shares 27,318 $4.01M 0.22% -2,109 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: 37,720 shares; 2024Q4: 35,648 shares; 2025Q1: 29,924 shares; 2025Q2: 24,346 shares; 2025Q3: 25,826 shares; 2025Q4: 24,732 shares; 2026Q1: 24,030 shares 24,030 $3.97M 0.22% -702 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: 22,684 shares; 2024Q4: 21,757 shares; 2025Q1: 18,467 shares; 2025Q2: 18,371 shares; 2025Q3: 19,654 shares; 2025Q4: 21,042 shares; 2026Q1: 20,418 shares 20,418 $3.96M 0.22% -624 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 5,689 shares; 2025Q1: 10,387 shares; 2025Q2: 10,243 shares; 2025Q3: 11,727 shares; 2025Q4: 11,525 shares; 2026Q1: 11,719 shares 11,719 $3.96M 0.22% +194 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: 18,745 shares; 2024Q4: 17,752 shares; 2025Q1: 15,101 shares; 2025Q2: 15,060 shares; 2025Q3: 15,490 shares; 2025Q4: 12,804 shares; 2026Q1: 13,008 shares 13,008 $3.78M 0.21% +204 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: 24,659 shares; 2024Q4: 23,742 shares; 2025Q1: 23,678 shares; 2025Q2: 15,696 shares; 2025Q3: 15,877 shares; 2025Q4: 23,932 shares; 2026Q1: 30,023 shares 30,023 $3.73M 0.2% +6,091 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,800 shares; 2024Q4: 44,914 shares; 2025Q1: 37,547 shares; 2025Q2: 37,151 shares; 2025Q3: 40,237 shares; 2025Q4: 38,865 shares; 2026Q1: 39,560 shares 39,560 $3.72M 0.2% +695 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: 7,031 shares; 2024Q4: 7,049 shares; 2025Q1: 8,360 shares; 2025Q2: 8,347 shares; 2025Q3: 9,063 shares; 2025Q4: 8,865 shares; 2026Q1: 8,294 shares 8,294 $3.7M 0.2% -571 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,468 shares; 2024Q4: 526,396 shares; 2025Q1: 526,396 shares; 2025Q2: 526,396 shares; 2025Q3: 96,492 shares; 2025Q4: 96,492 shares; 2026Q1: 96,671 shares 96,671 $3.7M 0.2% +179 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: 6,068 shares; 2024Q4: 5,871 shares; 2025Q1: 5,688 shares; 2025Q2: 5,734 shares; 2025Q3: 6,920 shares; 2025Q4: 14,305 shares; 2026Q1: 13,453 shares 13,453 $3.64M 0.2% -852 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: 6,300 shares; 2024Q4: 5,810 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,810 shares; 2026Q1: 5,810 shares 5,810 $3.58M 0.19% 0 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: 37,466 shares; 2024Q4: 46,768 shares; 2025Q1: 41,106 shares; 2025Q2: 54,627 shares; 2025Q3: 56,647 shares; 2025Q4: 53,903 shares; 2026Q1: 57,325 shares 57,325 $3.54M 0.19% +3,422 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: 42,270 shares; 2024Q4: 41,632 shares; 2025Q1: 39,968 shares; 2025Q2: 33,449 shares; 2025Q3: 33,855 shares; 2025Q4: 38,328 shares; 2026Q1: 36,730 shares 36,730 $3.54M 0.19% -1,598 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: 28,794 shares; 2024Q4: 28,770 shares; 2025Q1: 28,759 shares; 2025Q2: 26,490 shares; 2025Q3: 21,754 shares; 2025Q4: 18,049 shares; 2026Q1: 18,026 shares 18,026 $3.48M 0.19% -23 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: 8,372 shares; 2024Q4: 8,631 shares; 2025Q1: 8,211 shares; 2025Q2: 8,433 shares; 2025Q3: 8,611 shares; 2025Q4: 8,847 shares; 2026Q1: 8,867 shares 8,867 $3.46M 0.19% +20 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,133 shares; 2026Q1: 6,382 shares 6,382 $3.43M 0.19% +249 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: 40,887 shares; 2024Q4: 53,944 shares; 2025Q1: 46,833 shares; 2025Q2: 11,511 shares; 2025Q3: 10,598 shares; 2025Q4: 10,973 shares; 2026Q1: 11,702 shares 11,702 $3.36M 0.18% +729 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,151 shares; 2024Q4: 23,151 shares; 2025Q1: 23,151 shares; 2025Q2: 20,401 shares; 2025Q3: 20,401 shares; 2025Q4: 20,406 shares; 2026Q1: 20,406 shares 20,406 $3.35M 0.18% 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: 2,206 shares; 2024Q4: 2,181 shares; 2025Q1: 2,182 shares; 2025Q2: 2,055 shares; 2025Q3: 5,932 shares; 2025Q4: 11,854 shares; 2026Q1: 11,040 shares 11,040 $3.25M 0.18% -814 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 816,229 shares; 2025Q4: 1,017,192 shares; 2026Q1: 1,063,835 shares 1,063,835 $3.24M 0.18% +46,643 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST 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: not reported; 2025Q3: 4,525 shares; 2025Q4: 6,299 shares; 2026Q1: 9,759 shares 9,759 $3.19M 0.17% +3,460 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: 15,807 shares; 2024Q4: 15,296 shares; 2025Q1: 14,910 shares; 2025Q2: 14,860 shares; 2025Q3: 15,111 shares; 2025Q4: 15,937 shares; 2026Q1: 17,028 shares 17,028 $3.18M 0.17% +1,091 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: 5,931 shares; 2024Q4: 5,618 shares; 2025Q1: 4,767 shares; 2025Q2: 4,753 shares; 2025Q3: 4,986 shares; 2025Q4: 4,805 shares; 2026Q1: 4,516 shares 4,516 $3.08M 0.17% -289 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 12,749 shares; 2025Q1: 12,361 shares; 2025Q2: 12,330 shares; 2025Q3: 12,582 shares; 2025Q4: 12,641 shares; 2026Q1: 12,756 shares 12,756 $3.05M 0.17% +115 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,400 shares; 2024Q4: 131,400 shares; 2025Q1: 131,376 shares; 2025Q2: 131,376 shares; 2025Q3: 131,300 shares; 2025Q4: 124,300 shares; 2026Q1: 124,300 shares 124,300 $3.01M 0.16% 0 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: 11,994 shares; 2024Q4: 11,372 shares; 2025Q1: 14,577 shares; 2025Q2: 14,573 shares; 2025Q3: 14,431 shares; 2025Q4: 14,343 shares; 2026Q1: 14,276 shares 14,276 $2.98M 0.16% -67 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: 16,902 shares; 2024Q4: 15,612 shares; 2025Q1: 13,226 shares; 2025Q2: 13,103 shares; 2025Q3: 14,484 shares; 2025Q4: 15,259 shares; 2026Q1: 14,971 shares 14,971 $2.97M 0.16% -288 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: 15,532 shares; 2024Q4: 14,588 shares; 2025Q1: 12,309 shares; 2025Q2: 12,219 shares; 2025Q3: 13,468 shares; 2025Q4: 13,280 shares; 2026Q1: 12,516 shares 12,516 $2.96M 0.16% -764 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 4,874 shares; 2025Q1: 4,759 shares; 2025Q2: 4,626 shares; 2025Q3: 4,909 shares; 2025Q4: 6,002 shares; 2026Q1: 5,852 shares 5,852 $2.92M 0.16% -150 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 47,096 shares 47,096 $2.91M 0.16% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,967 shares; 2024Q4: 42,582 shares; 2025Q1: 42,582 shares; 2025Q2: 42,424 shares; 2025Q3: 41,618 shares; 2025Q4: 42,090 shares; 2026Q1: 41,687 shares 41,687 $2.91M 0.16% -403 Timeline EWX 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: 42,698 shares; 2024Q4: 42,793 shares; 2025Q1: 42,649 shares; 2025Q2: 42,561 shares; 2025Q3: 42,514 shares; 2025Q4: 44,128 shares; 2026Q1: 43,866 shares 43,866 $2.9M 0.16% -262 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,547 shares; 2025Q1: 3,389 shares; 2025Q2: 3,957 shares; 2025Q3: 3,980 shares; 2025Q4: 3,901 shares; 2026Q1: 3,752 shares 3,752 $2.9M 0.16% -149 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: 37,303 shares; 2024Q4: 35,208 shares; 2025Q1: 29,721 shares; 2025Q2: 59,334 shares; 2025Q3: 63,343 shares; 2025Q4: 64,638 shares; 2026Q1: 61,147 shares 61,147 $2.84M 0.15% -3,491 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: 5,982 shares; 2024Q4: 5,993 shares; 2025Q1: 6,005 shares; 2025Q2: 5,788 shares; 2025Q3: 6,193 shares; 2025Q4: 6,994 shares; 2026Q1: 8,444 shares 8,444 $2.71M 0.15% +1,450 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND 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: 148,309 shares; 2026Q1: 144,609 shares 144,609 $2.61M 0.14% -3,700 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 33,925 shares; 2025Q1: 27,762 shares; 2025Q2: 39,558 shares; 2025Q3: 44,198 shares; 2025Q4: 44,044 shares; 2026Q1: 44,156 shares 44,156 $2.61M 0.14% +112 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: 19,588 shares; 2024Q4: 17,478 shares; 2025Q1: 17,061 shares; 2025Q2: 14,860 shares; 2025Q3: 15,165 shares; 2025Q4: 19,953 shares; 2026Q1: 19,839 shares 19,839 $2.55M 0.14% -114 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: 5,692 shares; 2024Q4: 12,922 shares; 2025Q1: 13,626 shares; 2025Q2: 15,558 shares; 2025Q3: 16,407 shares; 2025Q4: 16,917 shares; 2026Q1: 17,066 shares 17,066 $2.5M 0.14% +149 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,653 shares 28,653 $2.49M 0.14% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS 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: 8,249 shares; 2026Q1: 8,355 shares 8,355 $2.48M 0.13% +106 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 11,480 shares; 2025Q1: 12,557 shares; 2025Q2: 12,838 shares; 2025Q3: 13,314 shares; 2025Q4: 13,789 shares; 2026Q1: 13,850 shares 13,850 $2.42M 0.13% +61 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,350 shares 78,350 $2.38M 0.13% new Timeline PXH 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: 87,168 shares; 2024Q4: 87,188 shares; 2025Q1: 87,199 shares; 2025Q2: 87,212 shares; 2025Q3: 87,242 shares; 2025Q4: 87,271 shares; 2026Q1: 87,279 shares 87,279 $2.35M 0.13% +8 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: 47,090 shares; 2024Q4: 42,430 shares; 2025Q1: 35,855 shares; 2025Q2: 35,767 shares; 2025Q3: 38,901 shares; 2025Q4: 37,673 shares; 2026Q1: 35,493 shares 35,493 $2.34M 0.13% -2,180 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,642 shares; 2024Q4: 37,917 shares; 2025Q1: 37,141 shares; 2025Q2: 33,998 shares; 2025Q3: 33,643 shares; 2025Q4: 33,047 shares; 2026Q1: 29,599 shares 29,599 $2.32M 0.13% -3,448 Timeline EWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,882 shares 63,882 $2.26M 0.12% new 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: 3,906 shares; 2024Q4: 4,036 shares; 2025Q1: 3,823 shares; 2025Q2: 3,788 shares; 2025Q3: 4,024 shares; 2025Q4: 4,813 shares; 2026Q1: 4,558 shares 4,558 $2.24M 0.12% -255 Timeline GREK 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: 76,611 shares; 2024Q4: 76,335 shares; 2025Q1: 78,237 shares; 2025Q2: 74,440 shares; 2025Q3: 75,409 shares; 2025Q4: 75,367 shares; 2026Q1: 34,783 shares 34,783 $2.22M 0.12% -40,584 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,448 shares; 2024Q4: 15,546 shares; 2025Q1: 13,114 shares; 2025Q2: 13,082 shares; 2025Q3: 14,756 shares; 2025Q4: 14,126 shares; 2026Q1: 13,812 shares 13,812 $2.17M 0.12% -314 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,702 shares; 2024Q4: 74,870 shares; 2025Q1: 74,870 shares; 2025Q2: 58,997 shares; 2025Q3: 9,404 shares; 2025Q4: 64,614 shares; 2026Q1: 114,607 shares 114,607 $2.16M 0.12% +49,993 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: 28,769 shares; 2024Q4: 28,770 shares; 2025Q1: 27,726 shares; 2025Q2: 26,952 shares; 2025Q3: 26,700 shares; 2025Q4: 26,368 shares; 2026Q1: 26,211 shares 26,211 $2.15M 0.12% -157 Timeline EIS 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: not reported; 2024Q4: not reported; 2025Q1: 22,000 shares; 2025Q2: 20,652 shares; 2025Q3: 20,727 shares; 2025Q4: 20,888 shares; 2026Q1: 18,424 shares 18,424 $2.14M 0.12% -2,464 Timeline EZA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,486 shares 31,486 $2.13M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,504 shares; 2026Q1: 23,015 shares 23,015 $2.11M 0.11% +20,511 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: 21,260 shares; 2024Q4: 20,602 shares; 2025Q1: 17,480 shares; 2025Q2: 17,423 shares; 2025Q3: 19,542 shares; 2025Q4: 22,604 shares; 2026Q1: 22,919 shares 22,919 $2.11M 0.11% +315 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,104 shares; 2024Q4: 33,437 shares; 2025Q1: 33,441 shares; 2025Q2: 42,657 shares; 2025Q3: 38,664 shares; 2025Q4: 37,869 shares; 2026Q1: 28,253 shares 28,253 $2.02M 0.11% -9,616 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: 18,458 shares; 2024Q4: 17,789 shares; 2025Q1: 17,543 shares; 2025Q2: 12,834 shares; 2025Q3: 13,049 shares; 2025Q4: 12,834 shares; 2026Q1: 12,720 shares 12,720 $2M 0.11% -114 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: 13,687 shares; 2024Q4: 13,668 shares; 2025Q1: 13,179 shares; 2025Q2: 13,195 shares; 2025Q3: 13,551 shares; 2025Q4: 14,027 shares; 2026Q1: 12,993 shares 12,993 $1.98M 0.11% -1,034 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: 90,259 shares; 2024Q4: 83,246 shares; 2025Q1: 74,996 shares; 2025Q2: 63,214 shares; 2025Q3: 69,619 shares; 2025Q4: 45,691 shares; 2026Q1: 39,070 shares 39,070 $1.95M 0.11% -6,621 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: 3,986 shares; 2024Q4: 3,945 shares; 2025Q1: 3,826 shares; 2025Q2: 3,749 shares; 2025Q3: 4,161 shares; 2025Q4: 4,100 shares; 2026Q1: 4,121 shares 4,121 $1.9M 0.1% +21 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: 14,912 shares; 2024Q4: 14,522 shares; 2025Q1: 9,101 shares; 2025Q2: 11,706 shares; 2025Q3: 22,597 shares; 2025Q4: 21,652 shares; 2026Q1: 20,750 shares 20,750 $1.84M 0.1% -902 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,448 shares 24,448 $1.81M 0.1% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 13,315 shares; 2025Q1: 12,887 shares; 2025Q2: 12,705 shares; 2025Q3: 12,245 shares; 2025Q4: 13,087 shares; 2026Q1: 12,293 shares 12,293 $1.76M 0.1% -794 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: 4,398 shares; 2024Q4: 6,398 shares; 2025Q1: 10,095 shares; 2025Q2: 12,148 shares; 2025Q3: 12,578 shares; 2025Q4: 25,902 shares; 2026Q1: 23,045 shares 23,045 $1.73M 0.09% -2,857 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,678 shares; 2025Q3: 5,665 shares; 2025Q4: 5,398 shares; 2026Q1: 5,290 shares 5,290 $1.72M 0.09% -108 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to 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: 28,574 shares; 2026Q1: 67,404 shares 67,404 $1.72M 0.09% +38,830 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: not reported; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,072 shares; 2026Q1: 17,118 shares 17,118 $1.66M 0.09% -6,954 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: 8,573 shares; 2024Q4: 8,509 shares; 2025Q1: 8,503 shares; 2025Q2: 8,393 shares; 2025Q3: 11,682 shares; 2025Q4: 13,337 shares; 2026Q1: 13,289 shares 13,289 $1.65M 0.09% -48 Timeline GDXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,459 shares 13,459 $1.62M 0.09% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 6,582 shares; 2025Q1: 6,445 shares; 2025Q2: 3,780 shares; 2025Q3: 3,810 shares; 2025Q4: 1,253 shares; 2026Q1: 4,703 shares 4,703 $1.57M 0.09% +3,450 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: 27,577 shares; 2024Q4: 26,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,670 shares; 2025Q4: 13,920 shares; 2026Q1: 12,866 shares 12,866 $1.55M 0.08% -1,054 Timeline EPOL 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: 133,052 shares; 2024Q4: 137,889 shares; 2025Q1: 136,291 shares; 2025Q2: 131,741 shares; 2025Q3: 131,755 shares; 2025Q4: 135,823 shares; 2026Q1: 42,358 shares 42,358 $1.54M 0.08% -93,465 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: 3,273 shares; 2024Q4: 2,988 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 3,454 shares; 2025Q4: 7,332 shares; 2026Q1: 6,794 shares 6,794 $1.54M 0.08% -538 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: 5,928 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 4,794 shares; 2025Q3: 8,028 shares; 2025Q4: 8,587 shares; 2026Q1: 8,785 shares 8,785 $1.49M 0.08% +198 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 5,591 shares; 2025Q1: 5,572 shares; 2025Q2: 5,396 shares; 2025Q3: 4,243 shares; 2025Q4: 4,150 shares; 2026Q1: 4,575 shares 4,575 $1.49M 0.08% +425 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: 1,617 shares; 2024Q4: 1,619 shares; 2025Q1: 1,573 shares; 2025Q2: 2,753 shares; 2025Q3: 2,728 shares; 2025Q4: 2,886 shares; 2026Q1: 2,619 shares 2,619 $1.48M 0.08% -267 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 4,286 shares; 2025Q1: 4,864 shares; 2025Q2: 3,090 shares; 2025Q3: 2,951 shares; 2025Q4: 2,883 shares; 2026Q1: 2,701 shares 2,701 $1.47M 0.08% -182 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: 10,088 shares; 2024Q4: 9,881 shares; 2025Q1: 9,881 shares; 2025Q2: 14,867 shares; 2025Q3: 17,075 shares; 2025Q4: 16,970 shares; 2026Q1: 14,762 shares 14,762 $1.47M 0.08% -2,208 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,832 shares; 2025Q1: 3,819 shares; 2025Q2: 2,167 shares; 2025Q3: 2,096 shares; 2025Q4: 2,067 shares; 2026Q1: 2,006 shares 2,006 $1.46M 0.08% -61 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: 1,112 shares; 2024Q4: 1,165 shares; 2025Q1: 1,224 shares; 2025Q2: 1,170 shares; 2025Q3: 1,566 shares; 2025Q4: 1,701 shares; 2026Q1: 1,710 shares 1,710 $1.45M 0.08% +9 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,995 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 2,558 shares; 2025Q4: 4,478 shares; 2026Q1: 4,539 shares 4,539 $1.41M 0.08% +61 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: 7,293 shares; 2024Q4: 7,289 shares; 2025Q1: 6,865 shares; 2025Q2: 6,706 shares; 2025Q3: 6,709 shares; 2025Q4: 6,719 shares; 2026Q1: 6,924 shares 6,924 $1.41M 0.08% +205 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,928 shares 6,928 $1.41M 0.08% new Timeline TIP 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: 9,370 shares; 2024Q4: 9,419 shares; 2025Q1: 8,793 shares; 2025Q2: 9,183 shares; 2025Q3: 9,430 shares; 2025Q4: 9,533 shares; 2026Q1: 12,535 shares 12,535 $1.38M 0.08% +3,002 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: 15,685 shares; 2024Q4: 14,187 shares; 2025Q1: 14,859 shares; 2025Q2: 15,092 shares; 2025Q3: 16,526 shares; 2025Q4: 16,526 shares; 2026Q1: 15,092 shares 15,092 $1.37M 0.07% -1,434 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: 16,715 shares; 2024Q4: 16,716 shares; 2025Q1: 16,064 shares; 2025Q2: 14,957 shares; 2025Q3: 14,892 shares; 2025Q4: 29,784 shares; 2026Q1: 29,354 shares 29,354 $1.35M 0.07% -430 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,052 shares; 2024Q4: 26,058 shares; 2025Q1: 25,860 shares; 2025Q2: 23,811 shares; 2025Q3: 23,790 shares; 2025Q4: 24,661 shares; 2026Q1: 20,624 shares 20,624 $1.35M 0.07% -4,037 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,721 shares 44,721 $1.33M 0.07% new 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: 20,042 shares; 2024Q4: 19,904 shares; 2025Q1: 27,359 shares; 2025Q2: 27,391 shares; 2025Q3: 33,587 shares; 2025Q4: 32,508 shares; 2026Q1: 35,426 shares 35,426 $1.3M 0.07% +2,918 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: 17,372 shares; 2024Q4: 17,372 shares; 2025Q1: 17,805 shares; 2025Q2: 17,741 shares; 2025Q3: 27,759 shares; 2025Q4: 21,873 shares; 2026Q1: 21,873 shares 21,873 $1.28M 0.07% 0 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: 11,649 shares; 2024Q4: 8,833 shares; 2025Q1: 8,833 shares; 2025Q2: 8,841 shares; 2025Q3: 8,841 shares; 2025Q4: 5,566 shares; 2026Q1: 5,888 shares 5,888 $1.27M 0.07% +322 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 9,467 shares; 2025Q1: 9,129 shares; 2025Q2: 8,693 shares; 2025Q3: 8,667 shares; 2025Q4: 8,420 shares; 2026Q1: 8,116 shares 8,116 $1.26M 0.07% -304 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 11,610 shares; 2025Q1: 12,829 shares; 2025Q2: 13,269 shares; 2025Q3: not reported; 2025Q4: 40,158 shares; 2026Q1: 40,968 shares 40,968 $1.26M 0.07% +810 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,228 shares 28,228 $1.25M 0.07% new 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: 2,509 shares; 2024Q4: 2,512 shares; 2025Q1: 2,487 shares; 2025Q2: 2,339 shares; 2025Q3: 4,071 shares; 2025Q4: 7,556 shares; 2026Q1: 7,483 shares 7,483 $1.23M 0.07% -73 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: 11,365 shares; 2024Q4: 11,410 shares; 2025Q1: 11,419 shares; 2025Q2: 11,323 shares; 2025Q3: 12,192 shares; 2025Q4: 12,980 shares; 2026Q1: 13,212 shares 13,212 $1.23M 0.07% +232 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,764 shares; 2025Q1: 8,164 shares; 2025Q2: 8,209 shares; 2025Q3: 8,925 shares; 2025Q4: 9,140 shares; 2026Q1: 8,739 shares 8,739 $1.23M 0.07% -401 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 4,854 shares; 2025Q1: 4,839 shares; 2025Q2: 4,731 shares; 2025Q3: 5,507 shares; 2025Q4: 6,949 shares; 2026Q1: 6,954 shares 6,954 $1.2M 0.07% +5 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 12,287 shares; 2025Q1: 15,042 shares; 2025Q2: 15,064 shares; 2025Q3: 15,062 shares; 2025Q4: 9,667 shares; 2026Q1: 14,678 shares 14,678 $1.19M 0.06% +5,011 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 5,864 shares; 2025Q1: 5,856 shares; 2025Q2: 7,282 shares; 2025Q3: 7,697 shares; 2025Q4: 9,221 shares; 2026Q1: 9,463 shares 9,463 $1.18M 0.06% +242 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 3,976 shares; 2025Q1: 3,938 shares; 2025Q2: 3,659 shares; 2025Q3: 3,654 shares; 2025Q4: 3,580 shares; 2026Q1: 3,804 shares 3,804 $1.16M 0.06% +224 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: 471 shares; 2024Q4: 709 shares; 2025Q1: 462 shares; 2025Q2: 808 shares; 2025Q3: not reported; 2025Q4: 2,085 shares; 2026Q1: 1,902 shares 1,902 $1.15M 0.06% -183 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: 10,996 shares; 2024Q4: 10,996 shares; 2025Q1: 10,996 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 18,454 shares; 2026Q1: 4,602 shares 4,602 $1.14M 0.06% -13,852 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: 34,066 shares; 2024Q4: 31,020 shares; 2025Q1: 24,358 shares; 2025Q2: 24,092 shares; 2025Q3: 28,295 shares; 2025Q4: 25,075 shares; 2026Q1: 23,000 shares 23,000 $1.12M 0.06% -2,075 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,780 shares; 2024Q4: 36,397 shares; 2025Q1: 36,056 shares; 2025Q2: 30,817 shares; 2025Q3: 30,791 shares; 2025Q4: 30,299 shares; 2026Q1: 27,623 shares 27,623 $1.12M 0.06% -2,676 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,872 shares; 2024Q4: 9,784 shares; 2025Q1: 9,656 shares; 2025Q2: 9,652 shares; 2025Q3: 10,083 shares; 2025Q4: 8,915 shares; 2026Q1: 9,042 shares 9,042 $1.11M 0.06% +127 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,577 shares; 2025Q1: 32,047 shares; 2025Q2: 54,150 shares; 2025Q3: 53,037 shares; 2025Q4: 53,037 shares; 2026Q1: 53,035 shares 53,035 $1.11M 0.06% -2 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,657 shares; 2024Q4: 47,901 shares; 2025Q1: 47,220 shares; 2025Q2: 17,893 shares; 2025Q3: 18,831 shares; 2025Q4: 14,516 shares; 2026Q1: 16,542 shares 16,542 $1.1M 0.06% +2,026 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,960 shares; 2024Q4: 11,638 shares; 2025Q1: 11,513 shares; 2025Q2: 8,392 shares; 2025Q3: 8,834 shares; 2025Q4: 9,163 shares; 2026Q1: 15,624 shares 15,624 $1.08M 0.06% +6,461 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: 1,137 shares; 2024Q4: 1,129 shares; 2025Q1: 1,125 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 681 shares; 2026Q1: 564 shares 564 $1.08M 0.06% -117 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: 10,756 shares; 2024Q4: 9,396 shares; 2025Q1: 9,401 shares; 2025Q2: 9,382 shares; 2025Q3: 11,086 shares; 2025Q4: 16,478 shares; 2026Q1: 15,005 shares 15,005 $1.08M 0.06% -1,473 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: not reported; 2025Q4: not reported; 2026Q1: 9,898 shares 9,898 $1.07M 0.06% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,518 shares; 2025Q1: 4,396 shares; 2025Q2: 4,174 shares; 2025Q3: 4,182 shares; 2025Q4: 3,552 shares; 2026Q1: 4,861 shares 4,861 $1.05M 0.06% +1,309 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 6,465 shares; 2025Q1: 6,400 shares; 2025Q2: 2,688 shares; 2025Q3: 2,696 shares; 2025Q4: 2,648 shares; 2026Q1: 3,775 shares 3,775 $1.04M 0.06% +1,127 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 20,174 shares; 2025Q1: 19,913 shares; 2025Q2: 20,142 shares; 2025Q3: 19,938 shares; 2025Q4: 14,164 shares; 2026Q1: 19,470 shares 19,470 $1.03M 0.06% +5,306 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,528 shares; 2024Q4: 13,281 shares; 2025Q1: 13,281 shares; 2025Q2: 13,281 shares; 2025Q3: 13,711 shares; 2025Q4: 13,576 shares; 2026Q1: 13,575 shares 13,575 $1.01M 0.05% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,851 shares; 2026Q1: 2,841 shares 2,841 $1000K 0.05% -10 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,785 shares; 2026Q1: 2,970 shares 2,970 $976K 0.05% -815 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,835 shares; 2025Q1: 1,413 shares; 2025Q2: 1,326 shares; 2025Q3: 1,334 shares; 2025Q4: 1,199 shares; 2026Q1: 2,815 shares 2,815 $964K 0.05% +1,616 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,352 shares; 2024Q4: 9,721 shares; 2025Q1: 9,618 shares; 2025Q2: 7,486 shares; 2025Q3: 7,480 shares; 2025Q4: 4,543 shares; 2026Q1: 7,601 shares 7,601 $958K 0.05% +3,058 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,372 shares; 2024Q4: 25,377 shares; 2025Q1: 25,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,854 shares 18,854 $935K 0.05% new 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: 11,685 shares; 2024Q4: 11,293 shares; 2025Q1: 10,486 shares; 2025Q2: 9,743 shares; 2025Q3: 11,682 shares; 2025Q4: 11,704 shares; 2026Q1: 11,703 shares 11,703 $932K 0.05% -1 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,777 shares; 2024Q4: 13,421 shares; 2025Q1: 11,936 shares; 2025Q2: 6,535 shares; 2025Q3: 8,889 shares; 2025Q4: 3,377 shares; 2026Q1: 11,250 shares 11,250 $930K 0.05% +7,873 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: 63,034 shares; 2024Q4: 66,682 shares; 2025Q1: 71,613 shares; 2025Q2: 8,757 shares; 2025Q3: 8,757 shares; 2025Q4: 7,841 shares; 2026Q1: 7,841 shares 7,841 $929K 0.05% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,033 shares; 2024Q4: 18,603 shares; 2025Q1: 15,397 shares; 2025Q2: 15,427 shares; 2025Q3: 15,135 shares; 2025Q4: 13,663 shares; 2026Q1: 14,976 shares 14,976 $901K 0.05% +1,313 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,937 shares; 2025Q1: 5,865 shares; 2025Q2: 4,008 shares; 2025Q3: 4,007 shares; 2025Q4: 2,847 shares; 2026Q1: 5,246 shares 5,246 $887K 0.05% +2,399 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: not reported; 2024Q4: 842 shares; 2025Q1: 834 shares; 2025Q2: 776 shares; 2025Q3: 1,469 shares; 2025Q4: 3,081 shares; 2026Q1: 2,625 shares 2,625 $863K 0.05% -456 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 12,338 shares; 2025Q1: 12,295 shares; 2025Q2: 11,012 shares; 2025Q3: 11,021 shares; 2025Q4: 10,178 shares; 2026Q1: 8,638 shares 8,638 $859K 0.05% -1,540 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,300 shares; 2025Q2: 256,102 shares; 2025Q3: 5,405 shares; 2025Q4: 33,405 shares; 2026Q1: 33,405 shares 33,405 $857K 0.05% 0 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: 4,221 shares; 2024Q4: 4,053 shares; 2025Q1: 3,989 shares; 2025Q2: 2,671 shares; 2025Q3: 2,690 shares; 2025Q4: 2,699 shares; 2026Q1: 2,869 shares 2,869 $847K 0.05% +170 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,810 shares; 2025Q4: 16,523 shares; 2026Q1: 16,583 shares 16,583 $835K 0.05% +60 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,421 shares; 2024Q4: 10,785 shares; 2025Q1: 18,188 shares; 2025Q2: 17,118 shares; 2025Q3: 17,118 shares; 2025Q4: 7,654 shares; 2026Q1: 13,857 shares 13,857 $832K 0.05% +6,203 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,491 shares; 2025Q1: 5,475 shares; 2025Q2: 6,798 shares; 2025Q3: 6,793 shares; 2025Q4: 5,097 shares; 2026Q1: 5,430 shares 5,430 $831K 0.05% +333 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,678 shares; 2024Q4: 8,660 shares; 2025Q1: 8,585 shares; 2025Q2: 7,018 shares; 2025Q3: 7,013 shares; 2025Q4: 7,049 shares; 2026Q1: 6,215 shares 6,215 $826K 0.04% -834 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,262 shares 20,262 $798K 0.04% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,074 shares; 2025Q1: 5,058 shares; 2025Q2: 3,910 shares; 2025Q3: 3,906 shares; 2025Q4: 2,680 shares; 2026Q1: 4,209 shares 4,209 $798K 0.04% +1,529 Timeline EWP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,422 shares 14,422 $783K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 3,191 shares; 2026Q1: 3,198 shares 3,198 $776K 0.04% +7 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 18,905 shares; 2025Q1: 18,611 shares; 2025Q2: 15,923 shares; 2025Q3: 16,531 shares; 2025Q4: 12,031 shares; 2026Q1: 17,152 shares 17,152 $776K 0.04% +5,121 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,172 shares; 2025Q1: 8,134 shares; 2025Q2: 8,281 shares; 2025Q3: 8,327 shares; 2025Q4: 8,934 shares; 2026Q1: 8,592 shares 8,592 $775K 0.04% -342 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 101,650 shares; 2025Q4: 82,529 shares; 2026Q1: 48,723 shares 48,723 $774K 0.04% -33,806 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 4,938 shares; 2025Q1: 4,743 shares; 2025Q2: 4,759 shares; 2025Q3: 4,933 shares; 2025Q4: 4,788 shares; 2026Q1: 5,933 shares 5,933 $771K 0.04% +1,145 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,243 shares; 2025Q1: 10,137 shares; 2025Q2: 9,564 shares; 2025Q3: 12,718 shares; 2025Q4: 11,474 shares; 2026Q1: 14,737 shares 14,737 $770K 0.04% +3,263 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: 11,348 shares; 2024Q4: 11,348 shares; 2025Q1: 11,243 shares; 2025Q2: 9,356 shares; 2025Q3: 9,128 shares; 2025Q4: 7,423 shares; 2026Q1: 7,254 shares 7,254 $770K 0.04% -169 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,489 shares; 2025Q1: 2,460 shares; 2025Q2: 1,372 shares; 2025Q3: 1,387 shares; 2025Q4: 661 shares; 2026Q1: 1,657 shares 1,657 $769K 0.04% +996 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 4,811 shares 4,811 $768K 0.04% -1,011 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 10,583 shares; 2025Q1: 10,452 shares; 2025Q2: 9,343 shares; 2025Q3: 9,484 shares; 2025Q4: 7,104 shares; 2026Q1: 7,395 shares 7,395 $765K 0.04% +291 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: 11,105 shares; 2024Q4: 11,532 shares; 2025Q1: 11,482 shares; 2025Q2: 11,087 shares; 2025Q3: 17,713 shares; 2025Q4: 17,939 shares; 2026Q1: 18,031 shares 18,031 $740K 0.04% +92 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,649 shares; 2025Q1: 3,614 shares; 2025Q2: 3,244 shares; 2025Q3: 3,270 shares; 2025Q4: 3,274 shares; 2026Q1: 2,752 shares 2,752 $732K 0.04% -522 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: 13,522 shares; 2024Q4: 13,522 shares; 2025Q1: 13,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,842 shares 10,842 $732K 0.04% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,176 shares; 2025Q1: 3,342 shares; 2025Q2: 3,980 shares; 2025Q3: 4,012 shares; 2025Q4: 3,905 shares; 2026Q1: 5,410 shares 5,410 $720K 0.04% +1,505 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: 288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 845 shares; 2026Q1: 781 shares 781 $718K 0.04% -64 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares; 2026Q1: 2,287 shares 2,287 $718K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 3,152 shares; 2025Q1: 3,152 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,713 shares; 2026Q1: 2,714 shares 2,714 $698K 0.04% +1 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,756 shares; 2024Q4: 16,756 shares; 2025Q1: 16,563 shares; 2025Q2: 12,088 shares; 2025Q3: 11,790 shares; 2025Q4: 12,517 shares; 2026Q1: 12,106 shares 12,106 $697K 0.04% -411 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,525 shares; 2025Q1: 1,505 shares; 2025Q2: 1,420 shares; 2025Q3: 2,181 shares; 2025Q4: 1,678 shares; 2026Q1: 973 shares 973 $689K 0.04% -705 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 36,661 shares 36,661 $688K 0.04% new 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: 12,047 shares; 2024Q4: 11,939 shares; 2025Q1: 11,935 shares; 2025Q2: 11,880 shares; 2025Q3: 14,227 shares; 2025Q4: 15,139 shares; 2026Q1: 15,304 shares 15,304 $675K 0.04% +165 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: 48,873 shares; 2024Q4: 25,864 shares; 2025Q1: 40,705 shares; 2025Q2: 36,140 shares; 2025Q3: 36,128 shares; 2025Q4: 18,240 shares; 2026Q1: 22,359 shares 22,359 $657K 0.04% +4,119 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,848 shares; 2025Q4: 6,639 shares; 2026Q1: 6,762 shares 6,762 $653K 0.04% +123 Timeline RSPE 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: not reported; 2025Q3: not reported; 2025Q4: 8,651 shares; 2026Q1: 22,121 shares 22,121 $651K 0.04% +13,470 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: 766 shares; 2024Q4: 766 shares; 2025Q1: 956 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares 927 $647K 0.04% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 12,079 shares; 2025Q1: 10,454 shares; 2025Q2: 10,620 shares; 2025Q3: 10,911 shares; 2025Q4: 11,425 shares; 2026Q1: 11,350 shares 11,350 $642K 0.03% -75 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,714 shares; 2026Q1: 5,666 shares 5,666 $641K 0.03% -48 Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ 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: 1,203,704 shares; 2025Q3: 1,203,704 shares; 2025Q4: 1,203,704 shares; 2026Q1: 1,203,704 shares 1,203,704 $638K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,628 shares; 2025Q3: 5,974 shares; 2025Q4: 6,155 shares; 2026Q1: 6,507 shares 6,507 $632K 0.03% +352 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: 2,055 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,044 shares; 2025Q3: 2,175 shares; 2025Q4: 2,275 shares; 2026Q1: 2,608 shares 2,608 $632K 0.03% +333 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: 7,874 shares; 2024Q4: 3,691 shares; 2025Q1: 2,780 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,267 shares; 2026Q1: 5,212 shares 5,212 $632K 0.03% -55 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: 14,775 shares; 2024Q4: 14,564 shares; 2025Q1: 14,364 shares; 2025Q2: 2,595 shares; 2025Q3: 2,400 shares; 2025Q4: 2,402 shares; 2026Q1: 2,410 shares 2,410 $631K 0.03% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,534 shares; 2026Q1: 4,993 shares 4,993 $631K 0.03% -1,541 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,227 shares; 2025Q1: 4,429 shares; 2025Q2: 3,333 shares; 2025Q3: 3,332 shares; 2025Q4: 3,269 shares; 2026Q1: 3,976 shares 3,976 $628K 0.03% +707 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,596 shares; 2025Q1: 1,636 shares; 2025Q2: 1,613 shares; 2025Q3: 1,710 shares; 2025Q4: 1,760 shares; 2026Q1: 1,716 shares 1,716 $614K 0.03% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,833 shares; 2026Q1: 3,931 shares 3,931 $610K 0.03% +98 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares; 2026Q1: 4,751 shares 4,751 $605K 0.03% +220 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,336 shares; 2024Q4: 11,140 shares; 2025Q1: 12,398 shares; 2025Q2: 12,062 shares; 2025Q3: 12,061 shares; 2025Q4: 9,318 shares; 2026Q1: 7,683 shares 7,683 $600K 0.03% -1,635 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,806 shares; 2025Q1: 1,790 shares; 2025Q2: 1,470 shares; 2025Q3: 1,610 shares; 2025Q4: 975 shares; 2026Q1: 2,949 shares 2,949 $597K 0.03% +1,974 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,511 shares; 2026Q1: 5,423 shares 5,423 $595K 0.03% -88 Timeline SAIA SAIA INC More: the full row for SAIA 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: 1,541 shares; 2025Q4: 1,508 shares; 2026Q1: 1,688 shares 1,688 $593K 0.03% +180 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 3,295 shares; 2025Q3: 4,440 shares; 2025Q4: 5,477 shares; 2026Q1: 6,190 shares 6,190 $591K 0.03% +713 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,294 shares; 2025Q1: 5,226 shares; 2025Q2: 4,789 shares; 2025Q3: 4,637 shares; 2025Q4: 3,353 shares; 2026Q1: 2,727 shares 2,727 $578K 0.03% -626 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,014 shares; 2025Q1: 3,913 shares; 2025Q2: 3,663 shares; 2025Q3: 3,641 shares; 2025Q4: 3,892 shares; 2026Q1: 3,783 shares 3,783 $571K 0.03% -109 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: 1,340 shares; 2024Q4: 1,495 shares; 2025Q1: 1,472 shares; 2025Q2: 1,226 shares; 2025Q3: 1,745 shares; 2025Q4: 3,271 shares; 2026Q1: 2,847 shares 2,847 $565K 0.03% -424 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: 1,360 shares; 2024Q4: 1,316 shares; 2025Q1: 1,268 shares; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 4,122 shares; 2026Q1: 3,875 shares 3,875 $560K 0.03% -247 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL 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: not reported; 2025Q4: 3,089 shares; 2026Q1: 3,049 shares 3,049 $549K 0.03% -40 Timeline CEF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,465 shares 11,465 $547K 0.03% new Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147,500 shares; 2024Q4: 643,500 shares; 2025Q1: 303,500 shares; 2025Q2: 295,500 shares; 2025Q3: 295,500 shares; 2025Q4: 295,500 shares; 2026Q1: 295,500 shares 295,500 $538K 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,272 shares; 2026Q1: 975 shares 975 $535K 0.03% -297 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 17,321 shares; 2025Q4: 17,321 shares; 2026Q1: 17,321 shares 17,321 $534K 0.03% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 8,193 shares; 2025Q1: 8,102 shares; 2025Q2: 4,376 shares; 2025Q3: 4,371 shares; 2025Q4: 4,491 shares; 2026Q1: 6,464 shares 6,464 $533K 0.03% +1,973 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,419 shares; 2024Q4: 38,800 shares; 2025Q1: 41,040 shares; 2025Q2: 30,630 shares; 2025Q3: 31,258 shares; 2025Q4: 31,632 shares; 2026Q1: 21,020 shares 21,020 $533K 0.03% -10,612 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: 5,611 shares; 2024Q4: 4,169 shares; 2025Q1: 4,169 shares; 2025Q2: 4,086 shares; 2025Q3: 4,202 shares; 2025Q4: 4,570 shares; 2026Q1: 4,482 shares 4,482 $532K 0.03% -88 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: 1,082 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,940 shares; 2025Q3: 2,222 shares; 2025Q4: 1,459 shares; 2026Q1: 1,212 shares 1,212 $529K 0.03% -247 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: 4,639 shares; 2024Q4: 4,505 shares; 2025Q1: 4,512 shares; 2025Q2: 4,374 shares; 2025Q3: 5,682 shares; 2025Q4: 6,725 shares; 2026Q1: 6,952 shares 6,952 $529K 0.03% +227 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: 5,147 shares; 2024Q4: 5,147 shares; 2025Q1: 5,926 shares; 2025Q2: 5,040 shares; 2025Q3: 5,171 shares; 2025Q4: 5,217 shares; 2026Q1: 5,320 shares 5,320 $527K 0.03% +103 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: 2,378 shares; 2024Q4: 2,725 shares; 2025Q1: 2,729 shares; 2025Q2: 2,759 shares; 2025Q3: 3,691 shares; 2025Q4: 3,795 shares; 2026Q1: 3,977 shares 3,977 $525K 0.03% +182 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,619 shares 7,619 $522K 0.03% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 12,654 shares; 2025Q1: 12,445 shares; 2025Q2: 11,053 shares; 2025Q3: 10,944 shares; 2025Q4: 10,923 shares; 2026Q1: 10,525 shares 10,525 $513K 0.03% -398 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,885 shares; 2026Q1: 3,040 shares 3,040 $513K 0.03% -845 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: 20,668 shares; 2024Q4: 20,538 shares; 2025Q1: 20,512 shares; 2025Q2: 19,361 shares; 2025Q3: 20,173 shares; 2025Q4: 21,638 shares; 2026Q1: 18,223 shares 18,223 $512K 0.03% -3,415 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,211 shares; 2025Q1: 10,211 shares; 2025Q2: 10,210 shares; 2025Q3: 10,211 shares; 2025Q4: 10,210 shares; 2026Q1: 10,211 shares 10,211 $504K 0.03% +1 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 1,931 shares; 2025Q1: 3,274 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 2,959 shares; 2026Q1: 2,847 shares 2,847 $489K 0.03% -112 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,748 shares; 2026Q1: 6,408 shares 6,408 $487K 0.03% +2,660 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,638 shares; 2025Q1: 2,636 shares; 2025Q2: 2,600 shares; 2025Q3: 1,483 shares; 2025Q4: 1,834 shares; 2026Q1: 1,110 shares 1,110 $484K 0.03% -724 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,750 shares 12,750 $484K 0.03% +250 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,832 shares; 2025Q4: 6,832 shares; 2026Q1: 6,832 shares 6,832 $479K 0.03% 0 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: 3,700 shares; 2024Q4: 3,688 shares; 2025Q1: 3,633 shares; 2025Q2: 3,630 shares; 2025Q3: 3,533 shares; 2025Q4: 5,354 shares; 2026Q1: 5,508 shares 5,508 $469K 0.03% +154 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,837 shares 15,837 $467K 0.03% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,514 shares; 2025Q1: 1,510 shares; 2025Q2: 1,050 shares; 2025Q3: 1,164 shares; 2025Q4: 1,116 shares; 2026Q1: 892 shares 892 $466K 0.03% -224 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,658 shares; 2025Q3: 6,799 shares; 2025Q4: not reported; 2026Q1: 13,197 shares 13,197 $463K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,100 shares; 2025Q3: 1,375 shares; 2025Q4: 1,344 shares; 2026Q1: 1,416 shares 1,416 $463K 0.03% +72 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: 1,141 shares; 2024Q4: 1,107 shares; 2025Q1: 1,099 shares; 2025Q2: 1,180 shares; 2025Q3: 1,193 shares; 2025Q4: 1,001 shares; 2026Q1: 1,335 shares 1,335 $456K 0.02% +334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 324 shares; 2026Q1: 342 shares 342 $452K 0.02% +18 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,230 shares; 2026Q1: 11,830 shares 11,830 $448K 0.02% +600 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 2,392 shares; 2025Q3: 3,398 shares; 2025Q4: not reported; 2026Q1: 6,598 shares 6,598 $442K 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 17,972 shares; 2025Q4: 21,002 shares; 2026Q1: 22,224 shares 22,224 $440K 0.02% +1,222 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 8,000 shares; 2026Q1: 8,000 shares 8,000 $424K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,417 shares; 2025Q1: 2,429 shares; 2025Q2: 1,146 shares; 2025Q3: 2,030 shares; 2025Q4: 2,036 shares; 2026Q1: 2,227 shares 2,227 $422K 0.02% +191 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,137 shares; 2026Q1: 3,173 shares 3,173 $416K 0.02% +36 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: 52,659 shares; 2024Q4: 38,768 shares; 2025Q1: 46,086 shares; 2025Q2: 11,426 shares; 2025Q3: 12,170 shares; 2025Q4: 14,571 shares; 2026Q1: 14,392 shares 14,392 $413K 0.02% -179 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,886 shares; 2026Q1: 5,984 shares 5,984 $408K 0.02% +1,098 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,487 shares; 2025Q1: 6,417 shares; 2025Q2: 3,792 shares; 2025Q3: 3,839 shares; 2025Q4: 3,594 shares; 2026Q1: 4,763 shares 4,763 $403K 0.02% +1,169 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 3,899 shares; 2025Q1: 3,993 shares; 2025Q2: 3,810 shares; 2025Q3: 4,317 shares; 2025Q4: 4,317 shares; 2026Q1: 4,332 shares 4,332 $403K 0.02% +15 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 6,649 shares; 2025Q1: 6,210 shares; 2025Q2: 6,212 shares; 2025Q3: 6,228 shares; 2025Q4: 8,308 shares; 2026Q1: 6,717 shares 6,717 $398K 0.02% -1,591 Timeline PZA 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: 17,647 shares; 2025Q1: 17,669 shares; 2025Q2: 17,492 shares; 2025Q3: 17,562 shares; 2025Q4: 17,634 shares; 2026Q1: 17,331 shares 17,331 $398K 0.02% -303 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,780 shares; 2024Q4: 15,675 shares; 2025Q1: 4,995 shares; 2025Q2: 5,429 shares; 2025Q3: 4,619 shares; 2025Q4: 6,908 shares; 2026Q1: 7,000 shares 7,000 $397K 0.02% +92 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: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 6,184 shares; 2025Q2: 6,104 shares; 2025Q3: 6,184 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares 6,095 $396K 0.02% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,352 shares; 2025Q1: 5,667 shares; 2025Q2: 6,088 shares; 2025Q3: 7,362 shares; 2025Q4: 8,560 shares; 2026Q1: 8,814 shares 8,814 $395K 0.02% +254 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: 1,619 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 2,294 shares; 2025Q3: 1,752 shares; 2025Q4: 1,805 shares; 2026Q1: 928 shares 928 $395K 0.02% -877 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 435 shares 435 $380K 0.02% +1 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,894 shares 4,894 $377K 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,517 shares; 2025Q4: 3,517 shares; 2026Q1: 3,439 shares 3,439 $377K 0.02% -78 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares; 2025Q4: 2,085 shares; 2026Q1: 1,756 shares 1,756 $375K 0.02% -329 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,273 shares 3,273 $373K 0.02% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,039 shares 3,039 $368K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 3,800 shares 3,800 $367K 0.02% -50 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,195 shares; 2025Q1: 5,204 shares; 2025Q2: 5,226 shares; 2025Q3: 4,492 shares; 2025Q4: 4,618 shares; 2026Q1: 4,622 shares 4,622 $356K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,441 shares; 2026Q1: 4,111 shares 4,111 $356K 0.02% -330 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 2,018 shares; 2025Q4: 1,880 shares; 2026Q1: 1,899 shares 1,899 $346K 0.02% +19 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,659 shares; 2026Q1: 6,037 shares 6,037 $344K 0.02% +378 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 10,420 shares; 2025Q1: 10,347 shares; 2025Q2: 9,747 shares; 2025Q3: 9,743 shares; 2025Q4: 9,558 shares; 2026Q1: 8,641 shares 8,641 $334K 0.02% -917 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS 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: 3,926 shares; 2025Q4: not reported; 2026Q1: 6,098 shares 6,098 $330K 0.02% new 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: 1,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 1,647 shares; 2026Q1: 1,623 shares 1,623 $330K 0.02% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares 3,350 $328K 0.02% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,569 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 7,569 shares; 2025Q4: 7,569 shares; 2026Q1: 7,569 shares 7,569 $322K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares; 2025Q4: 1,151 shares; 2026Q1: 1,121 shares 1,121 $318K 0.02% -30 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,271 shares; 2025Q1: 6,250 shares; 2025Q2: 5,573 shares; 2025Q3: 5,568 shares; 2025Q4: 5,701 shares; 2026Q1: 4,679 shares 4,679 $314K 0.02% -1,022 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,486 shares; 2026Q1: 7,473 shares 7,473 $314K 0.02% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 897 shares; 2026Q1: 903 shares 903 $309K 0.02% +6 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 17,577 shares; 2025Q1: 17,577 shares; 2025Q2: 17,554 shares; 2025Q3: 17,554 shares; 2025Q4: 17,838 shares; 2026Q1: 18,122 shares 18,122 $308K 0.02% +284 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,405 shares 1,405 $308K 0.02% -370 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares 7,600 $305K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,121 shares; 2025Q4: 3,282 shares; 2026Q1: 3,332 shares 3,332 $301K 0.02% +50 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,651 shares 2,651 $301K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares 1,975 $299K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 2,818 shares; 2025Q2: 3,350 shares; 2025Q3: 3,352 shares; 2025Q4: 3,354 shares; 2026Q1: 3,358 shares 3,358 $297K 0.02% +4 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,739 shares; 2025Q1: 4,706 shares; 2025Q2: 4,456 shares; 2025Q3: 4,704 shares; 2025Q4: 5,959 shares; 2026Q1: 4,981 shares 4,981 $294K 0.02% -978 Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,901 shares 9,901 $294K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 937 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $282K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares; 2025Q4: 451 shares; 2026Q1: 643 shares 643 $278K 0.02% +192 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,662 shares; 2024Q4: 60,797 shares; 2025Q1: 50,560 shares; 2025Q2: 18,135 shares; 2025Q3: 18,135 shares; 2025Q4: 18,135 shares; 2026Q1: 18,494 shares 18,494 $277K 0.02% +359 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 188 shares 188 $277K 0.02% -34 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $275K 0.01% 0 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: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 843 shares; 2025Q3: 788 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $274K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 471 shares; 2026Q1: 539 shares 539 $267K 0.01% +68 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: 1,366 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares; 2026Q1: 1,217 shares 1,217 $264K 0.01% -318 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,655 shares; 2024Q4: 10,572 shares; 2025Q1: 10,129 shares; 2025Q2: 5,107 shares; 2025Q3: 2,034 shares; 2025Q4: 2,397 shares; 2026Q1: 2,097 shares 2,097 $263K 0.01% -300 Timeline PGX 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: not reported; 2025Q3: not reported; 2025Q4: 24,075 shares; 2026Q1: 24,075 shares 24,075 $262K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,520 shares; 2025Q4: 9,206 shares; 2026Q1: 8,789 shares 8,789 $255K 0.01% -417 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,058 shares 9,058 $255K 0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,996 shares; 2024Q4: 13,488 shares; 2025Q1: 13,301 shares; 2025Q2: 11,633 shares; 2025Q3: 14,889 shares; 2025Q4: 13,320 shares; 2026Q1: 9,184 shares 9,184 $252K 0.01% -4,136 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: 2,025 shares; 2026Q1: 1,899 shares 1,899 $249K 0.01% -126 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118 shares; 2026Q1: 73 shares 73 $247K 0.01% -45 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD 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: not reported; 2025Q4: 617 shares; 2026Q1: 688 shares 688 $242K 0.01% +71 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,455 shares; 2026Q1: 1,650 shares 1,650 $241K 0.01% +195 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,475 shares; 2025Q3: 1,634 shares; 2025Q4: 1,679 shares; 2026Q1: 1,663 shares 1,663 $238K 0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: 1,373 shares 1,373 $235K 0.01% +233 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $234K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,333 shares; 2026Q1: 3,361 shares 3,361 $233K 0.01% +28 Timeline DFAI 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: 7,433 shares; 2025Q4: 5,976 shares; 2026Q1: 5,976 shares 5,976 $233K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,241 shares; 2026Q1: 2,200 shares 2,200 $233K 0.01% -41 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: 346 shares; 2024Q4: 359 shares; 2025Q1: 347 shares; 2025Q2: 326 shares; 2025Q3: 471 shares; 2025Q4: 1,990 shares; 2026Q1: 2,195 shares 2,195 $229K 0.01% +205 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 12,430 shares; 2025Q1: 12,316 shares; 2025Q2: 7,209 shares; 2025Q3: 7,206 shares; 2025Q4: 5,419 shares; 2026Q1: 4,120 shares 4,120 $226K 0.01% -1,299 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: not reported; 2026Q1: 2,467 shares 2,467 $224K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 4,267 shares 4,267 $222K 0.01% +496 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: 3,876 shares; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: not reported; 2025Q3: 3,387 shares; 2025Q4: 3,228 shares; 2026Q1: 3,056 shares 3,056 $219K 0.01% -172 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,348 shares 2,348 $219K 0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,754 shares 8,754 $218K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares 606 $216K 0.01% new 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: 1,897 shares; 2024Q4: 1,907 shares; 2025Q1: 1,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,344 shares 2,344 $212K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares 193 $211K 0.01% new Timeline EDV 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: 3,564 shares; 2025Q1: 3,261 shares; 2025Q2: 3,286 shares; 2025Q3: 3,308 shares; 2025Q4: 3,282 shares; 2026Q1: 3,248 shares 3,248 $211K 0.01% -34 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,956 shares; 2025Q1: 1,951 shares; 2025Q2: 1,962 shares; 2025Q3: 2,035 shares; 2025Q4: 2,235 shares; 2026Q1: 1,531 shares 1,531 $210K 0.01% -704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,395 shares; 2026Q1: 3,720 shares 3,720 $208K 0.01% -675 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,661 shares; 2026Q1: 1,682 shares 1,682 $207K 0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: not reported; 2026Q1: 1,268 shares 1,268 $203K 0.01% new 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: 5,545 shares; 2024Q4: 5,633 shares; 2025Q1: 5,671 shares; 2025Q2: 5,705 shares; 2025Q3: 3,237 shares; 2025Q4: 2,197 shares; 2026Q1: 2,210 shares 2,210 $203K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,256 shares; 2026Q1: 17,527 shares 17,527 $202K 0.01% +1,271 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,097 shares; 2026Q1: 2,086 shares 2,086 $200K 0.01% -11 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,554 shares 10,554 $179K 0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,125 shares; 2025Q4: 13,019 shares; 2026Q1: 13,378 shares 13,378 $132K 0.01% +359 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,932 shares; 2026Q1: 16,491 shares 16,491 $131K 0.01% +5,559 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $127K 0.01% 0 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 12,307 shares 12,307 $123K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,151 shares 10,151 $115K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,292 shares; 2025Q4: 13,169 shares; 2026Q1: 11,327 shares 11,327 $102K 0.01% -1,842 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,813 shares 11,813 $93.2K 0.01% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,629 shares 12,629 $75.5K <0.01% new Timeline SHMD SCHMID GROUP N.V. More: the full row for SCHMID GROUP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,992 shares 13,992 $74.2K <0.01% new Timeline CERT CERTARA INC More: the full row for CERTARA 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: 12,208 shares 12,208 $69.6K <0.01% new Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,610 shares; 2024Q4: 29,998 shares; 2025Q1: 28,940 shares; 2025Q2: 28,940 shares; 2025Q3: 28,940 shares; 2025Q4: 29,474 shares; 2026Q1: 29,474 shares 29,474 $37.4K <0.01% 0 Timeline