DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,024,258 shares; 2024Q4: 9,128,342 shares; 2025Q1: 9,218,618 shares; 2025Q2: 8,924,449 shares; 2025Q3: 8,989,552 shares; 2025Q4: 9,111,768 shares; 2026Q1: 9,231,772 shares 9,231,772 $359M 43.82% +120,004 Timeline DFIC 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: 1,639,488 shares; 2024Q4: 1,770,828 shares; 2025Q1: 1,775,942 shares; 2025Q2: 1,768,436 shares; 2025Q3: 1,816,124 shares; 2025Q4: 1,890,712 shares; 2026Q1: 1,956,405 shares 1,956,405 $69.5M 8.49% +65,693 Timeline DUSB 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: 144,980 shares; 2024Q4: 249,075 shares; 2025Q1: 380,648 shares; 2025Q2: 414,416 shares; 2025Q3: 601,210 shares; 2025Q4: 642,934 shares; 2026Q1: 737,706 shares 737,706 $37.4M 4.57% +94,772 Timeline VCRB 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: 130,739 shares; 2024Q4: 145,531 shares; 2025Q1: 164,620 shares; 2025Q2: 250,309 shares; 2025Q3: 329,988 shares; 2025Q4: 385,176 shares; 2026Q1: 437,209 shares 437,209 $33.8M 4.13% +52,033 Timeline DFSD 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: 328,361 shares; 2024Q4: 350,883 shares; 2025Q1: 361,113 shares; 2025Q2: 372,779 shares; 2025Q3: 407,146 shares; 2025Q4: 441,690 shares; 2026Q1: 455,308 shares 455,308 $21.8M 2.66% +13,618 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: 19,159 shares; 2024Q4: 18,749 shares; 2025Q1: 18,759 shares; 2025Q2: 18,731 shares; 2025Q3: 19,016 shares; 2025Q4: 19,068 shares; 2026Q1: 19,100 shares 19,100 $17.6M 2.15% +32 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: 59,402 shares; 2024Q4: 58,671 shares; 2025Q1: 59,030 shares; 2025Q2: 55,939 shares; 2025Q3: 62,180 shares; 2025Q4: 71,462 shares; 2026Q1: 66,401 shares 66,401 $16.9M 2.06% -5,061 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: 123,901 shares; 2024Q4: 143,848 shares; 2025Q1: 162,814 shares; 2025Q2: 187,461 shares; 2025Q3: 241,959 shares; 2025Q4: 283,238 shares; 2026Q1: 319,415 shares 319,415 $16M 1.95% +36,177 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 11,218 shares; 2025Q1: 4,897 shares; 2025Q2: 110,802 shares; 2025Q3: 110,032 shares; 2025Q4: 109,596 shares; 2026Q1: 140,466 shares 140,466 $15.6M 1.91% +30,870 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,657 shares; 2024Q4: 124,727 shares; 2025Q1: 134,561 shares; 2025Q2: 138,222 shares; 2025Q3: 149,249 shares; 2025Q4: 162,076 shares; 2026Q1: 175,969 shares 175,969 $14.2M 1.73% +13,893 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,783 shares; 2024Q4: 464,890 shares; 2025Q1: 470,878 shares; 2025Q2: 475,442 shares; 2025Q3: 476,390 shares; 2025Q4: 473,731 shares; 2026Q1: 474,155 shares 474,155 $10.7M 1.31% +424 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: 49,146 shares; 2024Q4: 46,501 shares; 2025Q1: 50,452 shares; 2025Q2: 45,971 shares; 2025Q3: 46,931 shares; 2025Q4: 48,397 shares; 2026Q1: 58,023 shares 58,023 $10.1M 1.24% +9,626 Timeline AVTM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,237 shares 205,237 $9.65M 1.18% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,054 shares; 2024Q4: 330,984 shares; 2025Q1: 325,255 shares; 2025Q2: 321,879 shares; 2025Q3: 280,029 shares; 2025Q4: 276,434 shares; 2026Q1: 270,834 shares 270,834 $9.2M 1.12% -5,600 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,767 shares; 2024Q4: 192,397 shares; 2025Q1: 201,070 shares; 2025Q2: 236,145 shares; 2025Q3: 265,321 shares; 2025Q4: 297,796 shares; 2026Q1: 329,549 shares 329,549 $8.76M 1.07% +31,753 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 19,338 shares; 2025Q3: 35,585 shares; 2025Q4: 120,272 shares; 2026Q1: 115,370 shares 115,370 $8.73M 1.07% -4,902 Timeline DFSU 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: 168,092 shares; 2024Q4: 176,387 shares; 2025Q1: 190,766 shares; 2025Q2: 204,423 shares; 2025Q3: 210,535 shares; 2025Q4: 210,779 shares; 2026Q1: 210,344 shares 210,344 $8.64M 1.06% -435 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,838 shares; 2024Q4: 201,077 shares; 2025Q1: 196,940 shares; 2025Q2: 193,322 shares; 2025Q3: 191,337 shares; 2025Q4: 191,896 shares; 2026Q1: 192,203 shares 192,203 $8.11M 0.99% +307 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 35,179 shares; 2025Q1: 35,004 shares; 2025Q2: 35,004 shares; 2025Q3: 34,498 shares; 2025Q4: 37,593 shares; 2026Q1: 57,857 shares 57,857 $4.91M 0.6% +20,264 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 11,538 shares; 2025Q1: 13,155 shares; 2025Q2: 11,034 shares; 2025Q3: 13,224 shares; 2025Q4: 14,411 shares; 2026Q1: 15,607 shares 15,607 $4.49M 0.55% +1,196 Timeline DFEM 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: 122,097 shares; 2024Q4: 132,342 shares; 2025Q1: 129,241 shares; 2025Q2: 124,361 shares; 2025Q3: 113,596 shares; 2025Q4: 112,801 shares; 2026Q1: 111,302 shares 111,302 $3.85M 0.47% -1,499 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: 1,788 shares; 2024Q4: 1,660 shares; 2025Q1: 1,658 shares; 2025Q2: 1,562 shares; 2025Q3: 28,108 shares; 2025Q4: 28,831 shares; 2026Q1: 29,580 shares 29,580 $3.68M 0.45% +749 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: 13,730 shares; 2024Q4: 13,545 shares; 2025Q1: 13,916 shares; 2025Q2: 12,262 shares; 2025Q3: 12,220 shares; 2025Q4: 12,463 shares; 2026Q1: 12,405 shares 12,405 $3.56M 0.43% -58 Timeline VYMI 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: 31,649 shares; 2024Q4: 31,649 shares; 2025Q1: 31,649 shares; 2025Q2: 31,649 shares; 2025Q3: 31,649 shares; 2025Q4: 31,649 shares; 2026Q1: 36,649 shares 36,649 $3.45M 0.42% +5,000 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: 10,652 shares; 2024Q4: 10,662 shares; 2025Q1: 10,852 shares; 2025Q2: 10,652 shares; 2025Q3: 11,073 shares; 2025Q4: 11,160 shares; 2026Q1: 11,017 shares 11,017 $3.33M 0.41% -143 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,183 shares; 2024Q4: 10,029 shares; 2025Q1: 10,033 shares; 2025Q2: 10,149 shares; 2025Q3: 11,796 shares; 2025Q4: 11,552 shares; 2026Q1: 10,541 shares 10,541 $3.28M 0.4% -1,011 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: 7,867 shares; 2024Q4: 7,499 shares; 2025Q1: 8,911 shares; 2025Q2: 7,434 shares; 2025Q3: 9,317 shares; 2025Q4: 9,452 shares; 2026Q1: 8,271 shares 8,271 $3.06M 0.37% -1,181 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,921 shares; 2024Q4: 39,921 shares; 2025Q1: 39,921 shares; 2025Q2: 40,014 shares; 2025Q3: 39,984 shares; 2025Q4: 39,984 shares; 2026Q1: 39,984 shares 39,984 $2.87M 0.35% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 15 shares; 2025Q1: 79,543 shares; 2025Q2: 79,622 shares; 2025Q3: 78,703 shares; 2025Q4: 74,236 shares; 2026Q1: 71,324 shares 71,324 $2.46M 0.3% -2,912 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 10,182 shares; 2025Q1: 11,748 shares; 2025Q2: 8,280 shares; 2025Q3: 8,622 shares; 2025Q4: 9,407 shares; 2026Q1: 11,518 shares 11,518 $2.4M 0.29% +2,111 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,330 shares; 2024Q4: 26,430 shares; 2025Q1: 26,680 shares; 2025Q2: 30,420 shares; 2025Q3: 30,775 shares; 2025Q4: 30,775 shares; 2026Q1: 30,775 shares 30,775 $2.18M 0.27% 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: 2,761 shares; 2024Q4: 2,164 shares; 2025Q1: 2,172 shares; 2025Q2: 1,991 shares; 2025Q3: 7,183 shares; 2025Q4: 7,314 shares; 2026Q1: 6,181 shares 6,181 $1.82M 0.22% -1,133 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: 21,497 shares; 2024Q4: 21,494 shares; 2025Q1: 21,494 shares; 2025Q2: 21,472 shares; 2025Q3: 21,474 shares; 2025Q4: 21,510 shares; 2026Q1: 21,613 shares 21,613 $1.54M 0.19% +103 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: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,809 shares; 2025Q2: 1,691 shares; 2025Q3: 1,867 shares; 2025Q4: 2,101 shares; 2026Q1: 2,292 shares 2,292 $1.49M 0.18% +191 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,275 shares; 2024Q4: 29,790 shares; 2025Q1: 29,240 shares; 2025Q2: 20,269 shares; 2025Q3: 20,227 shares; 2025Q4: 20,177 shares; 2026Q1: 20,189 shares 20,189 $1.49M 0.18% +12 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 7,579 shares; 2025Q1: 8,118 shares; 2025Q2: 7,147 shares; 2025Q3: 7,871 shares; 2025Q4: 9,630 shares; 2026Q1: 8,693 shares 8,693 $1.47M 0.18% -937 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: 30,871 shares; 2025Q2: 23,774 shares; 2025Q3: 17,528 shares; 2025Q4: 17,723 shares; 2026Q1: 17,903 shares 17,903 $1.35M 0.16% +180 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,519 shares; 2024Q4: 34,519 shares; 2025Q1: 34,519 shares; 2025Q2: 34,459 shares; 2025Q3: 26,169 shares; 2025Q4: 26,169 shares; 2026Q1: 26,169 shares 26,169 $1.27M 0.15% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 12 shares; 2025Q1: 47,261 shares; 2025Q2: 23,995 shares; 2025Q3: 10,995 shares; 2025Q4: 10,995 shares; 2026Q1: 10,999 shares 10,999 $1.24M 0.15% +4 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 987 shares; 2025Q1: 959 shares; 2025Q2: 867 shares; 2025Q3: 1,015 shares; 2025Q4: 1,021 shares; 2026Q1: 1,207 shares 1,207 $1.2M 0.15% +186 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,167 shares; 2025Q1: 3,220 shares; 2025Q2: 3,157 shares; 2025Q3: 7,687 shares; 2025Q4: 7,658 shares; 2026Q1: 8,168 shares 8,168 $1.18M 0.14% +510 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,680 shares; 2025Q2: 16,437 shares; 2025Q3: 21,096 shares; 2025Q4: 21,182 shares; 2026Q1: 21,205 shares 21,205 $1.12M 0.14% +23 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: 3,162 shares; 2024Q4: 3,018 shares; 2025Q1: 3,094 shares; 2025Q2: 2,956 shares; 2025Q3: 4,497 shares; 2025Q4: 4,499 shares; 2026Q1: 4,409 shares 4,409 $1.08M 0.13% -90 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: 861 shares; 2024Q4: 1,672 shares; 2025Q1: 2,227 shares; 2025Q2: 861 shares; 2025Q3: 1,332 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares 1,574 $1.03M 0.13% 0 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: 251 shares; 2024Q4: 772 shares; 2025Q1: 679 shares; 2025Q2: 886 shares; 2025Q3: 955 shares; 2025Q4: 974 shares; 2026Q1: 1,152 shares 1,152 $1.01M 0.12% +178 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: 1,368 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,339 shares; 2025Q3: 2,319 shares; 2025Q4: 2,374 shares; 2026Q1: 1,388 shares 1,388 $983K 0.12% -986 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: 10,275 shares; 2024Q4: 10,827 shares; 2025Q1: 10,539 shares; 2025Q2: 10,479 shares; 2025Q3: 10,843 shares; 2025Q4: 10,397 shares; 2026Q1: 10,402 shares 10,402 $978K 0.12% +5 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 936 shares; 2025Q2: 1,009 shares; 2025Q3: 5,053 shares; 2025Q4: 5,072 shares; 2026Q1: 4,604 shares 4,604 $910K 0.11% -468 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 12,000 shares; 2026Q1: 11,500 shares 11,500 $887K 0.11% -500 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: 812 shares; 2024Q4: 793 shares; 2025Q1: 1,096 shares; 2025Q2: 755 shares; 2025Q3: 4,117 shares; 2025Q4: 3,933 shares; 2026Q1: 4,277 shares 4,277 $885K 0.11% +344 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 2,235 shares; 2025Q1: 3,966 shares; 2025Q2: 1,943 shares; 2025Q3: 1,970 shares; 2025Q4: 2,051 shares; 2026Q1: 2,304 shares 2,304 $856K 0.1% +253 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: 181 shares; 2024Q4: 183 shares; 2025Q1: 188 shares; 2025Q2: 21 shares; 2025Q3: 12,167 shares; 2025Q4: 12,117 shares; 2026Q1: 8,850 shares 8,850 $822K 0.1% -3,267 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,687 shares; 2025Q2: 3,751 shares; 2025Q3: 4,340 shares; 2025Q4: 4,274 shares; 2026Q1: 4,180 shares 4,180 $820K 0.1% -94 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: 5,498 shares; 2024Q4: 5,526 shares; 2025Q1: 5,564 shares; 2025Q2: 5,614 shares; 2025Q3: 6,000 shares; 2025Q4: 6,895 shares; 2026Q1: 7,146 shares 7,146 $810K 0.1% +251 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: 35 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 117 shares; 2025Q3: 122 shares; 2025Q4: 609 shares; 2026Q1: 2,351 shares 2,351 $795K 0.1% +1,742 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: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 2,236 shares; 2025Q2: 2,259 shares; 2025Q3: 2,418 shares; 2025Q4: 2,400 shares; 2026Q1: 2,417 shares 2,417 $775K 0.09% +17 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: 329 shares; 2024Q4: 467 shares; 2025Q1: 1,207 shares; 2025Q2: 767 shares; 2025Q3: 3,286 shares; 2025Q4: 3,466 shares; 2026Q1: 2,442 shares 2,442 $756K 0.09% -1,024 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,319 shares; 2025Q1: 1,428 shares; 2025Q2: 1,350 shares; 2025Q3: 1,777 shares; 2025Q4: 1,400 shares; 2026Q1: 1,315 shares 1,315 $752K 0.09% -85 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,268 shares; 2025Q1: 2,098 shares; 2025Q2: 1,142 shares; 2025Q3: 1,209 shares; 2025Q4: 15,193 shares; 2026Q1: 14,743 shares 14,743 $740K 0.09% -450 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.09% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 230 shares; 2025Q1: 257 shares; 2025Q2: 282 shares; 2025Q3: 1,000 shares; 2025Q4: 1,017 shares; 2026Q1: 1,235 shares 1,235 $713K 0.09% +218 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,485 shares; 2025Q1: 1,303 shares; 2025Q2: 1,287 shares; 2025Q3: 1,774 shares; 2025Q4: 1,625 shares; 2026Q1: 2,157 shares 2,157 $709K 0.09% +532 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,529 shares; 2024Q4: 10,529 shares; 2025Q1: 10,649 shares; 2025Q2: 10,516 shares; 2025Q3: 10,125 shares; 2025Q4: 9,825 shares; 2026Q1: 9,825 shares 9,825 $699K 0.09% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 14,572 shares; 2025Q4: 20,638 shares; 2026Q1: 33,948 shares 33,948 $693K 0.08% +13,310 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: 3,499 shares; 2025Q2: 3,499 shares; 2025Q3: 15,654 shares; 2025Q4: 22,288 shares; 2026Q1: 36,807 shares 36,807 $687K 0.08% +14,519 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: 120 shares; 2024Q4: 87 shares; 2025Q1: 86 shares; 2025Q2: 77 shares; 2025Q3: 1,182 shares; 2025Q4: 1,193 shares; 2026Q1: 1,322 shares 1,322 $655K 0.08% +129 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 25 shares; 2025Q3: 344 shares; 2025Q4: 869 shares; 2026Q1: 1,069 shares 1,069 $639K 0.08% +200 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,313 shares; 2024Q4: 4,846 shares; 2025Q1: 4,846 shares; 2025Q2: 4,846 shares; 2025Q3: 14,964 shares; 2025Q4: 21,292 shares; 2026Q1: 31,874 shares 31,874 $626K 0.08% +10,582 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $596K 0.07% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 281 shares; 2025Q3: 443 shares; 2025Q4: 445 shares; 2026Q1: 537 shares 537 $586K 0.07% +92 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,522 shares; 2025Q1: 2,521 shares; 2025Q2: 3,094 shares; 2025Q3: 2,594 shares; 2025Q4: 2,374 shares; 2026Q1: 2,389 shares 2,389 $583K 0.07% +15 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,669 shares; 2025Q1: 3,671 shares; 2025Q2: 3,665 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares; 2026Q1: 3,740 shares 3,740 $547K 0.07% +2 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 67 shares; 2025Q1: 92 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,196 shares; 2026Q1: 1,605 shares 1,605 $542K 0.07% +409 Timeline DFAE 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: 16,010 shares; 2024Q4: 16,010 shares; 2025Q1: 16,010 shares; 2025Q2: 16,010 shares; 2025Q3: 16,011 shares; 2025Q4: 16,012 shares; 2026Q1: 16,013 shares 16,013 $542K 0.07% +1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,550 shares; 2025Q3: 8,550 shares; 2025Q4: 8,653 shares; 2026Q1: 8,653 shares 8,653 $536K 0.07% 0 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: 5,502 shares; 2024Q4: 7,618 shares; 2025Q1: 7,524 shares; 2025Q2: 6,376 shares; 2025Q3: 5,783 shares; 2025Q4: 5,722 shares; 2026Q1: 3,594 shares 3,594 $526K 0.06% -2,128 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 57,565 shares; 2025Q1: 27,565 shares; 2025Q2: 27,565 shares; 2025Q3: 27,565 shares; 2025Q4: 27,578 shares; 2026Q1: 9,946 shares 9,946 $525K 0.06% -17,632 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: 311 shares; 2024Q4: 20 shares; 2025Q1: 34 shares; 2025Q2: 13 shares; 2025Q3: 3,569 shares; 2025Q4: 3,682 shares; 2026Q1: 3,998 shares 3,998 $524K 0.06% +316 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: 890 shares; 2024Q4: 954 shares; 2025Q1: 1,239 shares; 2025Q2: 1,131 shares; 2025Q3: 1,110 shares; 2025Q4: 1,095 shares; 2026Q1: 1,094 shares 1,094 $471K 0.06% -1 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 23,370 shares 23,370 $464K 0.06% +23,320 Timeline EMXC 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: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,462 shares; 2025Q3: 6,360 shares; 2025Q4: 6,027 shares; 2026Q1: 5,825 shares 5,825 $458K 0.06% -202 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: 152 shares; 2024Q4: 159 shares; 2025Q1: 163 shares; 2025Q2: 186 shares; 2025Q3: 416 shares; 2025Q4: 676 shares; 2026Q1: 656 shares 656 $458K 0.06% -20 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: 1,637 shares; 2024Q4: 1,582 shares; 2025Q1: 1,588 shares; 2025Q2: 1,597 shares; 2025Q3: 1,713 shares; 2025Q4: 1,733 shares; 2026Q1: 2,252 shares 2,252 $448K 0.05% +519 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 12,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $444K 0.05% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 25 shares; 2025Q3: 190 shares; 2025Q4: 891 shares; 2026Q1: 1,624 shares 1,624 $439K 0.05% +733 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: 163 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 12 shares; 2025Q3: 616 shares; 2025Q4: 897 shares; 2026Q1: 1,229 shares 1,229 $438K 0.05% +332 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 9,348 shares; 2025Q4: 9,348 shares; 2026Q1: 9,348 shares 9,348 $437K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,653 shares; 2025Q1: 3,654 shares; 2025Q2: 3,548 shares; 2025Q3: 7,934 shares; 2025Q4: 7,980 shares; 2026Q1: 5,446 shares 5,446 $423K 0.05% -2,534 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: 1,448 shares; 2024Q4: 1,438 shares; 2025Q1: 1,441 shares; 2025Q2: 1,426 shares; 2025Q3: 1,514 shares; 2025Q4: 1,546 shares; 2026Q1: 1,742 shares 1,742 $422K 0.05% +196 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,064 shares; 2025Q1: 2,059 shares; 2025Q2: 2,055 shares; 2025Q3: 2,063 shares; 2025Q4: 2,175 shares; 2026Q1: 2,080 shares 2,080 $410K 0.05% -95 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 133 shares; 2025Q1: 137 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 822 shares; 2026Q1: 1,634 shares 1,634 $410K 0.05% +812 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: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,398 shares; 2025Q2: 1,164 shares; 2025Q3: 1,468 shares; 2025Q4: 1,508 shares; 2026Q1: 1,539 shares 1,539 $403K 0.05% +31 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: 6,179 shares; 2024Q4: 6,111 shares; 2025Q1: 6,122 shares; 2025Q2: 6,046 shares; 2025Q3: 7,384 shares; 2025Q4: 7,653 shares; 2026Q1: 8,140 shares 8,140 $397K 0.05% +487 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: 1,631 shares; 2024Q4: 1,596 shares; 2025Q1: 2,497 shares; 2025Q2: 1,556 shares; 2025Q3: 2,162 shares; 2025Q4: 2,174 shares; 2026Q1: 1,790 shares 1,790 $389K 0.05% -384 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 674 shares; 2025Q2: 663 shares; 2025Q3: 1,658 shares; 2025Q4: 2,891 shares; 2026Q1: 2,896 shares 2,896 $385K 0.05% +5 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: 9 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 65 shares; 2025Q4: 74 shares; 2026Q1: 1,174 shares 1,174 $384K 0.05% +1,100 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: 130 shares; 2025Q1: 602 shares; 2025Q2: 562 shares; 2025Q3: 1,135 shares; 2025Q4: 1,216 shares; 2026Q1: 1,795 shares 1,795 $384K 0.05% +579 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 936 shares; 2025Q3: 1,686 shares; 2025Q4: 1,771 shares; 2026Q1: 1,461 shares 1,461 $380K 0.05% -310 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,820 shares; 2025Q1: 5,820 shares; 2025Q2: 5,773 shares; 2025Q3: 6,382 shares; 2025Q4: 6,656 shares; 2026Q1: 5,232 shares 5,232 $379K 0.05% -1,424 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 429 shares; 2025Q3: 1,078 shares; 2025Q4: 1,044 shares; 2026Q1: 2,248 shares 2,248 $369K 0.05% +1,204 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 845 shares; 2025Q1: 853 shares; 2025Q2: 837 shares; 2025Q3: 1,180 shares; 2025Q4: 1,040 shares; 2026Q1: 1,120 shares 1,120 $359K 0.04% +80 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 2,219 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares 2,219 $359K 0.04% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 1,539 shares; 2025Q1: 7,304 shares; 2025Q2: 7,421 shares; 2025Q3: 11,950 shares; 2025Q4: 7,379 shares; 2026Q1: 9,161 shares 9,161 $352K 0.04% +1,782 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 231 shares; 2025Q3: 1,625 shares; 2025Q4: 1,913 shares; 2026Q1: 1,899 shares 1,899 $346K 0.04% -14 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: 1,271 shares; 2024Q4: 2,071 shares; 2025Q1: 2,701 shares; 2025Q2: 1,271 shares; 2025Q3: 4,916 shares; 2025Q4: 5,098 shares; 2026Q1: 5,098 shares 5,098 $344K 0.04% 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: 352 shares; 2024Q4: 218 shares; 2025Q1: 230 shares; 2025Q2: 241 shares; 2025Q3: 1,014 shares; 2025Q4: 1,117 shares; 2026Q1: 1,210 shares 1,210 $343K 0.04% +93 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 847 shares; 2025Q1: 848 shares; 2025Q2: 812 shares; 2025Q3: 813 shares; 2025Q4: 823 shares; 2026Q1: 1,070 shares 1,070 $336K 0.04% +247 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: 470 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 487 shares; 2025Q3: 530 shares; 2025Q4: 487 shares; 2026Q1: 762 shares 762 $333K 0.04% +275 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: 1,499 shares; 2024Q4: 1,424 shares; 2025Q1: 1,427 shares; 2025Q2: 1,372 shares; 2025Q3: 3,522 shares; 2025Q4: 3,939 shares; 2026Q1: 3,959 shares 3,959 $315K 0.04% +20 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: 841 shares; 2024Q4: 867 shares; 2025Q1: 875 shares; 2025Q2: 834 shares; 2025Q3: 208 shares; 2025Q4: 293 shares; 2026Q1: 1,545 shares 1,545 $314K 0.04% +1,252 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: 11,641 shares; 2024Q4: 11,413 shares; 2025Q1: 11,337 shares; 2025Q2: 539 shares; 2025Q3: 1,751 shares; 2025Q4: 2,042 shares; 2026Q1: 2,005 shares 2,005 $311K 0.04% -37 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: 425 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 425 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 728 shares 728 $310K 0.04% +122 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,297 shares; 2025Q1: 4,297 shares; 2025Q2: 4,216 shares; 2025Q3: 4,904 shares; 2025Q4: 4,685 shares; 2026Q1: 5,087 shares 5,087 $307K 0.04% +402 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 66 shares; 2025Q1: 79 shares; 2025Q2: 10 shares; 2025Q3: 1,091 shares; 2025Q4: 1,325 shares; 2026Q1: 962 shares 962 $306K 0.04% -363 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE 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: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $305K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2,040 shares; 2025Q1: 2,049 shares; 2025Q2: 1,863 shares; 2025Q3: 4,007 shares; 2025Q4: 4,005 shares; 2026Q1: 2,960 shares 2,960 $304K 0.04% -1,045 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares 3,916 $299K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,558 shares; 2025Q1: 2,395 shares; 2025Q2: 1,838 shares; 2025Q3: 2,775 shares; 2025Q4: 3,020 shares; 2026Q1: 3,031 shares 3,031 $292K 0.04% +11 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: 8,721 shares; 2024Q4: 5,713 shares; 2025Q1: 6,733 shares; 2025Q2: 5,586 shares; 2025Q3: 7,156 shares; 2025Q4: 10,135 shares; 2026Q1: 10,007 shares 10,007 $290K 0.04% -128 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 316 shares; 2025Q2: 274 shares; 2025Q3: 601 shares; 2025Q4: 654 shares; 2026Q1: 1,438 shares 1,438 $277K 0.03% +784 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 968 shares; 2025Q1: 985 shares; 2025Q2: 964 shares; 2025Q3: 1,508 shares; 2025Q4: 1,536 shares; 2026Q1: 1,192 shares 1,192 $275K 0.03% -344 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: 712 shares; 2024Q4: 786 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 2,077 shares; 2026Q1: 3,057 shares 3,057 $270K 0.03% +980 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: 3,081 shares; 2024Q4: 2,891 shares; 2025Q1: 3,520 shares; 2025Q2: 2,813 shares; 2025Q3: 4,126 shares; 2025Q4: 3,963 shares; 2026Q1: 3,516 shares 3,516 $267K 0.03% -447 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: 153 shares; 2024Q4: 124 shares; 2025Q1: 133 shares; 2025Q2: 73 shares; 2025Q3: 174 shares; 2025Q4: 210 shares; 2026Q1: 526 shares 526 $263K 0.03% +316 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: 509 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 387 shares; 2025Q3: 1,411 shares; 2025Q4: 1,583 shares; 2026Q1: 1,289 shares 1,289 $262K 0.03% -294 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 1,703 shares; 2026Q1: 1,692 shares 1,692 $258K 0.03% -11 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 684 shares; 2025Q1: 718 shares; 2025Q2: 677 shares; 2025Q3: 688 shares; 2025Q4: 702 shares; 2026Q1: 868 shares 868 $254K 0.03% +166 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: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 1,014 shares 1,014 $251K 0.03% +45 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 701 shares; 2026Q1: 762 shares 762 $250K 0.03% +61 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 1,146 shares; 2025Q4: 2,338 shares; 2026Q1: 2,292 shares 2,292 $250K 0.03% -46 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 4,924 shares; 2025Q1: 4,924 shares; 2025Q2: 1,581 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,775 shares 12,775 $249K 0.03% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,851 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,846 shares 1,846 $249K 0.03% +3 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: 1,247 shares; 2024Q4: 757 shares; 2025Q1: 759 shares; 2025Q2: 687 shares; 2025Q3: 2,160 shares; 2025Q4: 2,212 shares; 2026Q1: 2,243 shares 2,243 $246K 0.03% +31 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,072 shares; 2025Q1: 1,073 shares; 2025Q2: 1,070 shares; 2025Q3: 1,056 shares; 2025Q4: 1,070 shares; 2026Q1: 1,388 shares 1,388 $244K 0.03% +318 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,204 shares; 2025Q3: 1,277 shares; 2025Q4: 1,290 shares; 2026Q1: 1,358 shares 1,358 $240K 0.03% +68 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: 1,980 shares; 2024Q4: 2,127 shares; 2025Q1: 2,957 shares; 2025Q2: 2,957 shares; 2025Q3: 2,846 shares; 2025Q4: 3,568 shares; 2026Q1: 3,692 shares 3,692 $237K 0.03% +124 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 7,984 shares; 2025Q1: 7,279 shares; 2025Q2: 7,167 shares; 2025Q3: 7,420 shares; 2025Q4: 4,220 shares; 2026Q1: 4,677 shares 4,677 $233K 0.03% +457 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: 44 shares; 2024Q4: 38 shares; 2025Q1: 228 shares; 2025Q2: 25 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 659 shares 659 $232K 0.03% -100 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: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,093 shares; 2025Q3: 1,092 shares; 2025Q4: 1,592 shares; 2026Q1: 1,562 shares 1,562 $228K 0.03% -30 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 70 shares; 2025Q3: 550 shares; 2025Q4: 627 shares; 2026Q1: 660 shares 660 $227K 0.03% +33 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 2,000 shares; 2025Q3: 2,038 shares; 2025Q4: 2,093 shares; 2026Q1: 2,218 shares 2,218 $227K 0.03% +125 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: 302 shares; 2024Q4: 294 shares; 2025Q1: 293 shares; 2025Q2: 229 shares; 2025Q3: 3,051 shares; 2025Q4: 2,808 shares; 2026Q1: 953 shares 953 $225K 0.03% -1,855 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 9,010 shares; 2025Q1: 9,010 shares; 2025Q2: 9,010 shares; 2025Q3: 8,760 shares; 2025Q4: 8,760 shares; 2026Q1: 8,766 shares 8,766 $220K 0.03% +6 Timeline SCZ 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,782 shares 2,782 $218K 0.03% +502 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: 76 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 30 shares; 2025Q3: 767 shares; 2025Q4: 1,303 shares; 2026Q1: 1,697 shares 1,697 $214K 0.03% +394 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 6,073 shares; 2025Q3: 6,073 shares; 2025Q4: 6,073 shares; 2026Q1: 6,073 shares 6,073 $214K 0.03% 0 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: 670 shares; 2024Q4: 567 shares; 2025Q1: 459 shares; 2025Q2: 444 shares; 2025Q3: 1,264 shares; 2025Q4: 1,241 shares; 2026Q1: 1,077 shares 1,077 $214K 0.03% -164 Timeline VTEI 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: 53 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,134 shares; 2025Q3: 1,129 shares; 2025Q4: 2,120 shares; 2026Q1: 2,120 shares 2,120 $212K 0.03% 0 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: 1,295 shares; 2024Q4: 1,573 shares; 2025Q1: 1,219 shares; 2025Q2: 891 shares; 2025Q3: 4,226 shares; 2025Q4: 3,747 shares; 2026Q1: 1,439 shares 1,439 $212K 0.03% -2,308 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 5,117 shares; 2025Q1: 5,257 shares; 2025Q2: 4,907 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares; 2026Q1: 3,336 shares 3,336 $208K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 57 shares; 2025Q1: 76 shares; 2025Q2: 67 shares; 2025Q3: 101 shares; 2025Q4: 123 shares; 2026Q1: 245 shares 245 $207K 0.03% +122 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: 51 shares; 2024Q4: 451 shares; 2025Q1: 753 shares; 2025Q2: 51 shares; 2025Q3: 1,506 shares; 2025Q4: 1,607 shares; 2026Q1: 1,607 shares 1,607 $200K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 886 shares; 2025Q1: 873 shares; 2025Q2: 816 shares; 2025Q3: 1,998 shares; 2025Q4: 2,157 shares; 2026Q1: 1,643 shares 1,643 $198K 0.02% -514 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 86 shares; 2025Q1: 140 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 1,060 shares; 2026Q1: 3,354 shares 3,354 $197K 0.02% +2,294 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,061 shares; 2025Q1: 3,127 shares; 2025Q2: 3,103 shares; 2025Q3: 3,237 shares; 2025Q4: 4,148 shares; 2026Q1: 4,185 shares 4,185 $194K 0.02% +37 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: 1,027 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,549 shares; 2025Q4: 1,776 shares; 2026Q1: 4,235 shares 4,235 $187K 0.02% +2,459 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 7,908 shares; 2025Q1: 7,898 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 9,223 shares; 2026Q1: 9,314 shares 9,314 $187K 0.02% +91 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: 287 shares; 2024Q4: 280 shares; 2025Q1: 290 shares; 2025Q2: 147 shares; 2025Q3: 897 shares; 2025Q4: 921 shares; 2026Q1: 915 shares 915 $178K 0.02% -6 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: 580 shares; 2024Q4: 449 shares; 2025Q1: 477 shares; 2025Q2: 247 shares; 2025Q3: 505 shares; 2025Q4: 723 shares; 2026Q1: 1,091 shares 1,091 $174K 0.02% +368 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,052 shares; 2025Q1: 1,041 shares; 2025Q2: 998 shares; 2025Q3: 831 shares; 2025Q4: 2,106 shares; 2026Q1: 2,845 shares 2,845 $173K 0.02% +739 Timeline BITO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,480 shares 18,480 $172K 0.02% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,160 shares; 2025Q4: 2,685 shares; 2026Q1: 3,610 shares 3,610 $172K 0.02% +925 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares; 2026Q1: 2,101 shares 2,101 $170K 0.02% 0 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: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 1,025 shares; 2026Q1: 1,663 shares 1,663 $162K 0.02% +638 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 51 shares; 2025Q2: 11 shares; 2025Q3: 1,096 shares; 2025Q4: 1,124 shares; 2026Q1: 1,096 shares 1,096 $161K 0.02% -28 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: 1,319 shares; 2024Q4: 1,307 shares; 2025Q1: 1,157 shares; 2025Q2: 1,135 shares; 2025Q3: 1,132 shares; 2025Q4: 1,578 shares; 2026Q1: 1,323 shares 1,323 $160K 0.02% -255 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: 79 shares; 2024Q4: 71 shares; 2025Q1: 74 shares; 2025Q2: 65 shares; 2025Q3: 450 shares; 2025Q4: 459 shares; 2026Q1: 277 shares 277 $156K 0.02% -182 Timeline NOBL 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: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 1,600 shares; 2025Q2: 1,640 shares; 2025Q3: 1,500 shares; 2025Q4: 1,200 shares; 2026Q1: 1,450 shares 1,450 $154K 0.02% +250 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 146 shares; 2026Q1: 208 shares 208 $154K 0.02% +62 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,338 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 4,029 shares; 2026Q1: 5,099 shares 5,099 $153K 0.02% +1,070 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 761 shares; 2025Q1: 762 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 795 shares 795 $150K 0.02% +38 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 56 shares; 2025Q3: 156 shares; 2025Q4: 160 shares; 2026Q1: 172 shares 172 $149K 0.02% +12 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 204 shares; 2025Q3: 1,598 shares; 2025Q4: 1,854 shares; 2026Q1: 1,603 shares 1,603 $145K 0.02% -251 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 2,959 shares; 2025Q4: 3,095 shares; 2026Q1: 2,936 shares 2,936 $145K 0.02% -159 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 112 shares; 2025Q1: 105 shares; 2025Q2: 63 shares; 2025Q3: 8 shares; 2025Q4: 5,856 shares; 2026Q1: 8,211 shares 8,211 $144K 0.02% +2,355 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: 6 shares; 2025Q1: 6 shares; 2025Q2: 3 shares; 2025Q3: 214 shares; 2025Q4: 218 shares; 2026Q1: 148 shares 148 $142K 0.02% -70 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: 6,037 shares; 2024Q4: 5,442 shares; 2025Q1: 5,945 shares; 2025Q2: 5,507 shares; 2025Q3: 4,854 shares; 2025Q4: 4,915 shares; 2026Q1: 5,062 shares 5,062 $142K 0.02% +147 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 72 shares; 2026Q1: 100 shares 100 $138K 0.02% +28 Timeline TNXP TONIX PHARMACEUTICALS HLDG C More: the full row for TONIX PHARMACEUTICALS HLDG C Quarterly shares; oldest to 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: 10,004 shares 10,004 $138K 0.02% new 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: 839 shares; 2024Q4: 861 shares; 2025Q1: 1,041 shares; 2025Q2: 863 shares; 2025Q3: 877 shares; 2025Q4: 1,080 shares; 2026Q1: 1,039 shares 1,039 $137K 0.02% -41 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 13 shares; 2025Q1: 11 shares; 2025Q2: 9 shares; 2025Q3: 658 shares; 2025Q4: 715 shares; 2026Q1: 397 shares 397 $137K 0.02% -318 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 6,983 shares; 2025Q1: 6,983 shares; 2025Q2: 6,983 shares; 2025Q3: 6,983 shares; 2025Q4: 6,983 shares; 2026Q1: 6,983 shares 6,983 $135K 0.02% 0 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: 24 shares; 2024Q4: 20 shares; 2025Q1: 22 shares; 2025Q2: 391 shares; 2025Q3: 1,168 shares; 2025Q4: 1,181 shares; 2026Q1: 1,188 shares 1,188 $134K 0.02% +7 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 392 shares; 2025Q4: 802 shares; 2026Q1: 1,061 shares 1,061 $134K 0.02% +259 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 38 shares; 2026Q1: 210 shares 210 $133K 0.02% +172 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: 943 shares; 2024Q4: 943 shares; 2025Q1: 944 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 1,437 shares; 2026Q1: 1,471 shares 1,471 $133K 0.02% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $131K 0.02% 0 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: 71 shares; 2024Q4: 140 shares; 2025Q1: 378 shares; 2025Q2: 270 shares; 2025Q3: 658 shares; 2025Q4: 738 shares; 2026Q1: 795 shares 795 $127K 0.02% +57 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $126K 0.02% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,611 shares; 2025Q1: 851 shares; 2025Q2: 39 shares; 2025Q3: 2,928 shares; 2025Q4: 3,268 shares; 2026Q1: 4,053 shares 4,053 $124K 0.02% +785 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 16 shares; 2025Q2: 9 shares; 2025Q3: 775 shares; 2025Q4: 796 shares; 2026Q1: 949 shares 949 $124K 0.02% +153 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: 212 shares; 2024Q4: 182 shares; 2025Q1: 58 shares; 2025Q2: 48 shares; 2025Q3: 96 shares; 2025Q4: 755 shares; 2026Q1: 1,175 shares 1,175 $123K 0.02% +420 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 1,095 shares; 2025Q4: 1,146 shares; 2026Q1: 1,101 shares 1,101 $122K 0.01% -45 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 362 shares; 2025Q1: 361 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 360 shares 360 $122K 0.01% +1 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: 2,558 shares; 2024Q4: 2,292 shares; 2025Q1: 2,331 shares; 2025Q2: 2,279 shares; 2025Q3: 2,296 shares; 2025Q4: 2,429 shares; 2026Q1: 2,300 shares 2,300 $122K 0.01% -129 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: 16 shares; 2024Q4: 14 shares; 2025Q1: 4 shares; 2025Q2: 9 shares; 2025Q3: 369 shares; 2025Q4: 485 shares; 2026Q1: 570 shares 570 $121K 0.01% +85 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 14 shares; 2025Q3: 402 shares; 2025Q4: 419 shares; 2026Q1: 430 shares 430 $120K 0.01% +11 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 869 shares; 2025Q1: 886 shares; 2025Q2: 857 shares; 2025Q3: 1,047 shares; 2025Q4: 1,367 shares; 2026Q1: 1,689 shares 1,689 $119K 0.01% +322 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $118K 0.01% 0 Timeline DUHP 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: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 3,167 shares 3,167 $116K 0.01% +322 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: 45 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 21 shares; 2025Q3: 200 shares; 2025Q4: 271 shares; 2026Q1: 478 shares 478 $116K 0.01% +207 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: 21 shares; 2024Q4: 18 shares; 2025Q1: 25 shares; 2025Q2: 13 shares; 2025Q3: 1,258 shares; 2025Q4: 1,324 shares; 2026Q1: 861 shares 861 $113K 0.01% -463 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 18 shares; 2025Q1: 19 shares; 2025Q2: 11 shares; 2025Q3: 876 shares; 2025Q4: 888 shares; 2026Q1: 966 shares 966 $112K 0.01% +78 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 23 shares; 2025Q1: 5 shares; 2025Q2: 12 shares; 2025Q3: 10 shares; 2025Q4: 1,124 shares; 2026Q1: 1,521 shares 1,521 $111K 0.01% +397 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: 167 shares; 2024Q4: 158 shares; 2025Q1: 171 shares; 2025Q2: 150 shares; 2025Q3: 376 shares; 2025Q4: 406 shares; 2026Q1: 311 shares 311 $111K 0.01% -95 Timeline QUAL 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: 121 shares; 2024Q4: 259 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 683 shares; 2025Q4: 571 shares; 2026Q1: 571 shares 571 $110K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,523 shares; 2024Q4: 2,157 shares; 2025Q1: 2,722 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,646 shares; 2026Q1: 2,287 shares 2,287 $107K 0.01% -359 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 10 shares; 2025Q1: 17 shares; 2025Q2: 5 shares; 2025Q3: 75 shares; 2025Q4: 105 shares; 2026Q1: 119 shares 119 $107K 0.01% +14 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: 4,842 shares; 2025Q4: 3,365 shares; 2026Q1: 4,482 shares 4,482 $106K 0.01% +1,117 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to 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: 25,000 shares 25,000 $106K 0.01% new 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: 1,214 shares; 2024Q4: 872 shares; 2025Q1: 876 shares; 2025Q2: 737 shares; 2025Q3: 2,786 shares; 2025Q4: 3,702 shares; 2026Q1: 3,681 shares 3,681 $106K 0.01% -21 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 8 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 263 shares; 2025Q4: 2,137 shares; 2026Q1: 3,224 shares 3,224 $106K 0.01% +1,087 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: 229 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 11 shares; 2025Q3: 1,289 shares; 2025Q4: 1,197 shares; 2026Q1: 1,136 shares 1,136 $105K 0.01% -61 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 35 shares; 2025Q1: 51 shares; 2025Q2: 35 shares; 2025Q3: 929 shares; 2025Q4: 1,405 shares; 2026Q1: 1,625 shares 1,625 $104K 0.01% +220 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 1,115 shares; 2026Q1: 1,484 shares 1,484 $103K 0.01% +369 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: 223 shares; 2024Q4: 191 shares; 2025Q1: 228 shares; 2025Q2: 301 shares; 2025Q3: 208 shares; 2025Q4: 2,060 shares; 2026Q1: 1,039 shares 1,039 $99.9K 0.01% -1,021 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: 925 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 3,264 shares; 2025Q4: 2,985 shares; 2026Q1: 3,180 shares 3,180 $97.6K 0.01% +195 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,147 shares; 2026Q1: 1,129 shares 1,129 $97.5K 0.01% -18 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 407 shares; 2025Q1: 409 shares; 2025Q2: 397 shares; 2025Q3: 317 shares; 2025Q4: 344 shares; 2026Q1: 343 shares 343 $97.3K 0.01% -1 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 526 shares; 2026Q1: 1,040 shares 1,040 $96.2K 0.01% +514 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 166 shares; 2026Q1: 266 shares 266 $95.5K 0.01% +100 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 788 shares; 2025Q1: 792 shares; 2025Q2: 157 shares; 2025Q3: 492 shares; 2025Q4: 368 shares; 2026Q1: 679 shares 679 $94.6K 0.01% +311 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 298 shares; 2025Q4: 524 shares; 2026Q1: 1,276 shares 1,276 $94.3K 0.01% +752 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 257 shares; 2025Q2: 23 shares; 2025Q3: 381 shares; 2025Q4: 923 shares; 2026Q1: 1,152 shares 1,152 $94.1K 0.01% +229 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares 1,402 $94.1K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 34 shares; 2025Q2: 26 shares; 2025Q3: 28 shares; 2025Q4: 118 shares; 2026Q1: 152 shares 152 $91.9K 0.01% +34 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 312 shares; 2025Q4: 317 shares; 2026Q1: 400 shares 400 $91.4K 0.01% +83 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 490 shares; 2025Q1: 489 shares; 2025Q2: 462 shares; 2025Q3: 1,119 shares; 2025Q4: 2,019 shares; 2026Q1: 2,429 shares 2,429 $90.4K 0.01% +410 Timeline DFAW 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: 666 shares; 2024Q4: 816 shares; 2025Q1: 975 shares; 2025Q2: 1,071 shares; 2025Q3: 1,084 shares; 2025Q4: 1,154 shares; 2026Q1: 1,210 shares 1,210 $89.3K 0.01% +56 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 37 shares; 2025Q3: 71 shares; 2025Q4: 929 shares; 2026Q1: 1,908 shares 1,908 $88.5K 0.01% +979 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 11 shares; 2025Q4: 16 shares; 2026Q1: 21 shares 21 $88.4K 0.01% +5 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 175 shares; 2026Q1: 299 shares 299 $87.2K 0.01% +124 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 2,952 shares 2,952 $85.8K 0.01% -598 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: 86 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 606 shares; 2026Q1: 626 shares 626 $85.2K 0.01% +20 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 24 shares; 2025Q1: 26 shares; 2025Q2: 14 shares; 2025Q3: 563 shares; 2025Q4: 919 shares; 2026Q1: 906 shares 906 $84.8K 0.01% -13 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: 210 shares; 2024Q4: 205 shares; 2025Q1: 87 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 162 shares; 2026Q1: 388 shares 388 $84.1K 0.01% +226 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 198 shares; 2025Q4: 326 shares; 2026Q1: 337 shares 337 $83.9K 0.01% +11 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: 226 shares; 2024Q4: 218 shares; 2025Q1: 224 shares; 2025Q2: 214 shares; 2025Q3: 550 shares; 2025Q4: 950 shares; 2026Q1: 1,209 shares 1,209 $83.8K 0.01% +259 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 41 shares; 2025Q1: 51 shares; 2025Q2: 26 shares; 2025Q3: 954 shares; 2025Q4: 1,350 shares; 2026Q1: 1,388 shares 1,388 $83.2K 0.01% +38 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $83K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 370 shares; 2025Q1: 380 shares; 2025Q2: 336 shares; 2025Q3: 1,183 shares; 2025Q4: 906 shares; 2026Q1: 1,244 shares 1,244 $82.7K 0.01% +338 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 945 shares; 2025Q3: 2,330 shares; 2025Q4: 3,007 shares; 2026Q1: 3,414 shares 3,414 $82.6K 0.01% +407 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 9 shares; 2025Q3: 348 shares; 2025Q4: 172 shares; 2026Q1: 763 shares 763 $82.6K 0.01% +591 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 29 shares; 2025Q1: 27 shares; 2025Q2: 19 shares; 2025Q3: 581 shares; 2025Q4: 1,075 shares; 2026Q1: 1,027 shares 1,027 $82.6K 0.01% -48 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: 10 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 3 shares; 2025Q3: 12 shares; 2025Q4: 136 shares; 2026Q1: 252 shares 252 $82.4K 0.01% +116 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 632 shares; 2025Q1: 2,749 shares; 2025Q2: 547 shares; 2025Q3: 578 shares; 2025Q4: 618 shares; 2026Q1: 711 shares 711 $81.7K 0.01% +93 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: not reported; 2025Q4: not reported; 2026Q1: 1,150 shares 1,150 $80.7K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 97 shares; 2025Q4: 120 shares; 2026Q1: 117 shares 117 $79.7K 0.01% -3 Timeline SBFG SB FINL GROUP INC More: the full row for SB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,793 shares; 2025Q1: 3,793 shares; 2025Q2: 3,793 shares; 2025Q3: 3,793 shares; 2025Q4: 3,794 shares; 2026Q1: 3,794 shares 3,794 $79.7K 0.01% 0 Timeline COPX 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 1,040 shares 1,040 $79.4K 0.01% +900 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 736 shares; 2026Q1: 861 shares 861 $79.3K 0.01% +125 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: 181 shares; 2024Q4: 171 shares; 2025Q1: 159 shares; 2025Q2: 136 shares; 2025Q3: 1,795 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925 $79K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 20 shares; 2025Q1: 19 shares; 2025Q2: 14 shares; 2025Q3: 522 shares; 2025Q4: 766 shares; 2026Q1: 788 shares 788 $79K 0.01% +22 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 438 shares; 2026Q1: 2,818 shares 2,818 $78.1K 0.01% +2,380 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: 17 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 7 shares; 2025Q3: 106 shares; 2025Q4: 122 shares; 2026Q1: 145 shares 145 $78K 0.01% +23 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 14 shares; 2025Q3: 385 shares; 2025Q4: 480 shares; 2026Q1: 559 shares 559 $78K 0.01% +79 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 11 shares; 2025Q3: 596 shares; 2025Q4: 619 shares; 2026Q1: 1,613 shares 1,613 $76.5K 0.01% +994 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 34 shares; 2025Q3: 30 shares; 2025Q4: 280 shares; 2026Q1: 499 shares 499 $76.4K 0.01% +219 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: 657 shares; 2024Q4: 587 shares; 2025Q1: 547 shares; 2025Q2: 511 shares; 2025Q3: 548 shares; 2025Q4: 667 shares; 2026Q1: 281 shares 281 $76K 0.01% -386 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $76K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 3,099 shares; 2025Q1: 3,099 shares; 2025Q2: 2,943 shares; 2025Q3: 2,943 shares; 2025Q4: 2,943 shares; 2026Q1: 2,943 shares 2,943 $75.5K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 9 shares; 2025Q3: 115 shares; 2025Q4: 268 shares; 2026Q1: 283 shares 283 $75.3K 0.01% +15 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,268 shares; 2025Q1: 1,553 shares; 2025Q2: 1,204 shares; 2025Q3: 1,192 shares; 2025Q4: 1,315 shares; 2026Q1: 2,204 shares 2,204 $73.9K 0.01% +889 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 1,222 shares; 2026Q1: 1,632 shares 1,632 $73.6K 0.01% +410 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 17 shares; 2025Q3: 245 shares; 2025Q4: 250 shares; 2026Q1: 277 shares 277 $73.6K 0.01% +27 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 10 shares; 2025Q1: 2 shares; 2025Q2: 7 shares; 2025Q3: 1,425 shares; 2025Q4: 2,699 shares; 2026Q1: 2,870 shares 2,870 $72.9K 0.01% +171 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 19 shares; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 231 shares; 2025Q4: 328 shares; 2026Q1: 315 shares 315 $72.7K 0.01% -13 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: 73 shares; 2024Q4: 65 shares; 2025Q1: 120 shares; 2025Q2: 270 shares; 2025Q3: 656 shares; 2025Q4: 835 shares; 2026Q1: 559 shares 559 $72K 0.01% -276 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 254 shares; 2025Q4: 1,222 shares; 2026Q1: 2,631 shares 2,631 $71.9K 0.01% +1,409 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: 232 shares; 2024Q4: 231 shares; 2025Q1: 237 shares; 2025Q2: 220 shares; 2025Q3: 733 shares; 2025Q4: 895 shares; 2026Q1: 843 shares 843 $71.8K 0.01% -52 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 59 shares; 2025Q1: 74 shares; 2025Q2: 44 shares; 2025Q3: 1,907 shares; 2025Q4: 3,355 shares; 2026Q1: 2,728 shares 2,728 $71.8K 0.01% -627 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 220 shares; 2025Q1: 238 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 223 shares; 2026Q1: 232 shares 232 $70.4K 0.01% +9 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,054 shares; 2025Q1: 10,097 shares; 2025Q2: 10,055 shares; 2025Q3: 10,000 shares; 2025Q4: 10,061 shares; 2026Q1: 10,095 shares 10,095 $70.2K 0.01% +34 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: 1 shares; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: 44 shares; 2026Q1: 53 shares 53 $70K 0.01% +9 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: 182 shares; 2024Q4: 162 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $69.7K 0.01% 0 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: 8 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 533 shares; 2025Q4: 665 shares; 2026Q1: 563 shares 563 $69.4K 0.01% -102 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares 1,701 $69.4K 0.01% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 2,077 shares 2,077 $69.4K 0.01% +2,064 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 427 shares; 2026Q1: 751 shares 751 $69.3K 0.01% +324 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: 82 shares; 2024Q4: 51 shares; 2025Q1: 84 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 499 shares; 2026Q1: 633 shares 633 $68.5K 0.01% +134 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $68.5K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 2 shares; 2025Q3: 151 shares; 2025Q4: 698 shares; 2026Q1: 723 shares 723 $68.4K 0.01% +25 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $68.3K 0.01% 0 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: 12 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 97 shares; 2025Q4: 106 shares; 2026Q1: 130 shares 130 $68K 0.01% +24 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: 35 shares; 2024Q4: 30 shares; 2025Q1: 24 shares; 2025Q2: 19 shares; 2025Q3: 824 shares; 2025Q4: 1,056 shares; 2026Q1: 1,140 shares 1,140 $67.4K 0.01% +84 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 59 shares; 2026Q1: 318 shares 318 $66.7K 0.01% +259 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: 11 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 20 shares; 2026Q1: 205 shares 205 $66.7K 0.01% +185 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares 468 $66.7K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 36 shares; 2025Q1: 33 shares; 2025Q2: 23 shares; 2025Q3: 254 shares; 2025Q4: 1,011 shares; 2026Q1: 1,033 shares 1,033 $66.3K 0.01% +22 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 160 shares; 2025Q4: 166 shares; 2026Q1: 192 shares 192 $66K 0.01% +26 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: 180 shares; 2024Q4: 110 shares; 2025Q1: 111 shares; 2025Q2: 109 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $66K 0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 4,007 shares; 2026Q1: 4,007 shares 4,007 $66K 0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,190 shares 3,190 $65.7K 0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $65.6K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 12 shares; 2025Q3: 76 shares; 2025Q4: 110 shares; 2026Q1: 169 shares 169 $65.6K 0.01% +59 Timeline SPTM 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: not reported; 2025Q4: 829 shares; 2026Q1: 829 shares 829 $65.5K 0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,913 shares; 2026Q1: 3,913 shares 3,913 $65.4K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 317 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $64.7K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 4 shares; 2025Q1: 9 shares; 2025Q2: 6 shares; 2025Q3: 70 shares; 2025Q4: 158 shares; 2026Q1: 260 shares 260 $64.6K 0.01% +102 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 52 shares; 2026Q1: 528 shares 528 $64.5K 0.01% +476 Timeline DFSI 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: 1,520 shares 1,520 $64.4K 0.01% new Timeline FNDX 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: 841 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $64.3K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 10 shares; 2025Q3: 410 shares; 2025Q4: 499 shares; 2026Q1: 568 shares 568 $64K 0.01% +69 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 24 shares; 2025Q1: 35 shares; 2025Q2: 15 shares; 2025Q3: 1,163 shares; 2025Q4: 1,380 shares; 2026Q1: 1,692 shares 1,692 $63K 0.01% +312 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: 13 shares; 2024Q4: 11 shares; 2025Q1: 15 shares; 2025Q2: 6 shares; 2025Q3: 39 shares; 2025Q4: 46 shares; 2026Q1: 147 shares 147 $62.5K 0.01% +101 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: 1,111 shares; 2025Q4: 1,337 shares; 2026Q1: 1,477 shares 1,477 $62.1K 0.01% +140 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: 58 shares; 2024Q4: 41 shares; 2025Q1: 58 shares; 2025Q2: 82 shares; 2025Q3: 1,507 shares; 2025Q4: 1,533 shares; 2026Q1: 181 shares 181 $61.9K 0.01% -1,352 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: 221 shares; 2024Q4: 83 shares; 2025Q1: 89 shares; 2025Q2: 72 shares; 2025Q3: 308 shares; 2025Q4: 389 shares; 2026Q1: 1,362 shares 1,362 $61.6K 0.01% +973 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: 37 shares; 2024Q4: 36 shares; 2025Q1: 35 shares; 2025Q2: 13 shares; 2025Q3: 936 shares; 2025Q4: 947 shares; 2026Q1: 1,064 shares 1,064 $61.3K 0.01% +117 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 16 shares; 2025Q1: 21 shares; 2025Q2: 13 shares; 2025Q3: 212 shares; 2025Q4: 213 shares; 2026Q1: 264 shares 264 $61.3K 0.01% +51 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 151 shares; 2026Q1: 156 shares 156 $61.1K 0.01% +5 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: 129 shares; 2024Q4: 5 shares; 2025Q1: 48 shares; 2025Q2: 38 shares; 2025Q3: 144 shares; 2025Q4: 157 shares; 2026Q1: 132 shares 132 $60.9K 0.01% -25 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 408 shares; 2025Q1: 410 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 417 shares; 2026Q1: 447 shares 447 $60.8K 0.01% +30 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 11 shares; 2025Q3: 129 shares; 2025Q4: 152 shares; 2026Q1: 319 shares 319 $60.8K 0.01% +167 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: 14 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 33 shares; 2025Q4: 39 shares; 2026Q1: 41 shares 41 $60.4K 0.01% +2 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: 256 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 328 shares; 2025Q3: 1,028 shares; 2025Q4: 1,130 shares; 2026Q1: 691 shares 691 $59.9K 0.01% -439 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares 1,883 $59.6K 0.01% 0 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: 109 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 104 shares; 2025Q3: 102 shares; 2025Q4: 620 shares; 2026Q1: 575 shares 575 $59.5K 0.01% -45 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,304 shares; 2025Q4: 432 shares; 2026Q1: 2,131 shares 2,131 $59.5K 0.01% +1,699 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 15 shares; 2025Q3: 529 shares; 2025Q4: 55 shares; 2026Q1: 751 shares 751 $59.1K 0.01% +696 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 16 shares; 2026Q1: 359 shares 359 $58.3K 0.01% +343 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: 90 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 3 shares; 2025Q3: 275 shares; 2025Q4: 378 shares; 2026Q1: 268 shares 268 $58.2K 0.01% -110 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 4 shares; 2025Q3: 228 shares; 2025Q4: 297 shares; 2026Q1: 342 shares 342 $58.2K 0.01% +45 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 12 shares; 2025Q3: 383 shares; 2025Q4: 449 shares; 2026Q1: 378 shares 378 $58.1K 0.01% -71 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 302 shares; 2025Q1: 308 shares; 2025Q2: 298 shares; 2025Q3: 330 shares; 2025Q4: 350 shares; 2026Q1: 748 shares 748 $58K 0.01% +398 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 10 shares; 2025Q2: 106 shares; 2025Q3: 136 shares; 2025Q4: 141 shares; 2026Q1: 183 shares 183 $57.5K 0.01% +42 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: 30 shares; 2024Q4: 72 shares; 2025Q1: 76 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 108 shares; 2026Q1: 797 shares 797 $57.3K 0.01% +689 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 392 shares; 2025Q4: 970 shares; 2026Q1: 910 shares 910 $57.1K 0.01% -60 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: not reported; 2026Q1: 1,939 shares 1,939 $57.1K 0.01% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares; 2026Q1: 864 shares 864 $56.8K 0.01% +8 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,623 shares; 2025Q4: 3,976 shares; 2026Q1: 4,267 shares 4,267 $56.8K 0.01% +291 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: 24 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 865 shares; 2026Q1: 4,500 shares 4,500 $56.7K 0.01% +3,635 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 68 shares; 2025Q4: 222 shares; 2026Q1: 167 shares 167 $56.7K 0.01% -55 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 1,274 shares; 2026Q1: 1,276 shares 1,276 $56.6K 0.01% +2 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $56K 0.01% 0 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: 22 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 13 shares; 2025Q3: 343 shares; 2025Q4: 357 shares; 2026Q1: 356 shares 356 $56K 0.01% -1 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 97 shares; 2025Q3: 114 shares; 2025Q4: 96 shares; 2026Q1: 195 shares 195 $56K 0.01% +99 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,565 shares; 2025Q1: 4,624 shares; 2025Q2: 4,716 shares; 2025Q3: 4,811 shares; 2025Q4: 4,925 shares; 2026Q1: 4,982 shares 4,982 $56K 0.01% +57 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 216 shares; 2025Q4: 220 shares; 2026Q1: 195 shares 195 $55.9K 0.01% -25 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 21 shares; 2025Q3: 477 shares; 2025Q4: 453 shares; 2026Q1: 396 shares 396 $55.9K 0.01% -57 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 3 shares; 2025Q3: 50 shares; 2025Q4: 16 shares; 2026Q1: 276 shares 276 $55.8K 0.01% +260 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 21 shares; 2025Q3: 85 shares; 2025Q4: 471 shares; 2026Q1: 523 shares 523 $55.8K 0.01% +52 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 266 shares; 2026Q1: 269 shares 269 $55.8K 0.01% +3 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 16 shares; 2025Q3: 401 shares; 2025Q4: 429 shares; 2026Q1: 384 shares 384 $55.5K 0.01% -45 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 236 shares; 2026Q1: 240 shares 240 $55.1K 0.01% +4 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL 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: 917 shares; 2025Q4: 852 shares; 2026Q1: 953 shares 953 $55.1K 0.01% +101 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 12 shares; 2025Q3: 45 shares; 2025Q4: 217 shares; 2026Q1: 649 shares 649 $55K 0.01% +432 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 20 shares; 2025Q1: 34 shares; 2025Q2: 16 shares; 2025Q3: 273 shares; 2025Q4: 143 shares; 2026Q1: 465 shares 465 $55K 0.01% +322 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 420 shares; 2025Q1: 20 shares; 2025Q2: 12 shares; 2025Q3: 578 shares; 2025Q4: 535 shares; 2026Q1: 469 shares 469 $54.9K 0.01% -66 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 27 shares; 2025Q3: 638 shares; 2025Q4: 659 shares; 2026Q1: 595 shares 595 $54.9K 0.01% -64 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 24 shares; 2025Q1: 25 shares; 2025Q2: 14 shares; 2025Q3: 971 shares; 2025Q4: 219 shares; 2026Q1: 1,483 shares 1,483 $54.8K 0.01% +1,264 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,369 shares; 2026Q1: 2,638 shares 2,638 $54.6K 0.01% +1,269 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: 11 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 164 shares; 2025Q4: 175 shares; 2026Q1: 205 shares 205 $54.5K 0.01% +30 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 9 shares; 2025Q2: 5 shares; 2025Q3: 99 shares; 2025Q4: 155 shares; 2026Q1: 150 shares 150 $54.5K 0.01% -5 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: 329 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 147 shares; 2025Q3: 357 shares; 2025Q4: 198 shares; 2026Q1: 694 shares 694 $54.5K 0.01% +496 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 20 shares; 2025Q1: 15 shares; 2025Q2: 6 shares; 2025Q3: 12 shares; 2025Q4: 259 shares; 2026Q1: 2,059 shares 2,059 $54.3K 0.01% +1,800 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 629 shares 629 $54.2K 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 9 shares; 2025Q3: 271 shares; 2025Q4: 272 shares; 2026Q1: 276 shares 276 $54.1K 0.01% +4 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 112 shares; 2025Q4: 130 shares; 2026Q1: 151 shares 151 $54K 0.01% +21 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: 24 shares; 2024Q4: 18 shares; 2025Q1: 5 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 33 shares; 2026Q1: 599 shares 599 $54K 0.01% +566 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 34 shares; 2025Q1: 28 shares; 2025Q2: 19 shares; 2025Q3: 546 shares; 2025Q4: 696 shares; 2026Q1: 416 shares 416 $54K 0.01% -280 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 134 shares; 2025Q2: 17 shares; 2025Q3: 283 shares; 2025Q4: 336 shares; 2026Q1: 429 shares 429 $54K 0.01% +93 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: 44 shares; 2025Q1: 67 shares; 2025Q2: 24 shares; 2025Q3: 259 shares; 2025Q4: 471 shares; 2026Q1: 436 shares 436 $53.5K 0.01% -35 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: 101 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 103 shares; 2025Q3: 4,082 shares; 2025Q4: 1,864 shares; 2026Q1: 8,947 shares 8,947 $53.5K 0.01% +7,083 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 636 shares; 2025Q4: 829 shares; 2026Q1: 1,150 shares 1,150 $53.4K 0.01% +321 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: 20 shares; 2024Q4: 36 shares; 2025Q1: 28 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 93 shares; 2026Q1: 281 shares 281 $53.3K 0.01% +188 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 158 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 659 shares; 2026Q1: 731 shares 731 $53.2K 0.01% +72 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 483 shares; 2025Q4: 307 shares; 2026Q1: 447 shares 447 $53.1K 0.01% +140 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 13 shares; 2025Q1: 25 shares; 2025Q2: 8 shares; 2025Q3: 122 shares; 2025Q4: 159 shares; 2026Q1: 287 shares 287 $53K 0.01% +128 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: 106 shares; 2024Q4: 33 shares; 2025Q1: 28 shares; 2025Q2: 18 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 234 shares 234 $52.9K 0.01% +66 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 243 shares; 2026Q1: 230 shares 230 $52.9K 0.01% -13 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: 66 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 34 shares; 2025Q3: 246 shares; 2025Q4: 291 shares; 2026Q1: 321 shares 321 $52.8K 0.01% +30 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 46 shares; 2025Q1: 74 shares; 2025Q2: 28 shares; 2025Q3: 1,913 shares; 2025Q4: 333 shares; 2026Q1: 2,331 shares 2,331 $52.4K 0.01% +1,998 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 678 shares; 2025Q4: 722 shares; 2026Q1: 691 shares 691 $52.3K 0.01% -31 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 29 shares; 2025Q1: 32 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 1,465 shares 1,465 $52K 0.01% +1,442 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 44 shares; 2025Q1: 48 shares; 2025Q2: 27 shares; 2025Q3: 25 shares; 2025Q4: 50 shares; 2026Q1: 840 shares 840 $51.5K 0.01% +790 Timeline IUSV 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: 501 shares 501 $51.2K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 189 shares; 2026Q1: 66 shares 66 $51K 0.01% -123 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: 13 shares; 2025Q2: 6 shares; 2025Q3: 809 shares; 2025Q4: 733 shares; 2026Q1: 737 shares 737 $51K 0.01% +4 Timeline SCHC 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: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,088 shares 1,088 $50.9K 0.01% -88 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: 28 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 46 shares; 2025Q3: 14 shares; 2025Q4: 130 shares; 2026Q1: 232 shares 232 $50.8K 0.01% +102 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 17 shares; 2025Q3: 1,356 shares; 2025Q4: 888 shares; 2026Q1: 1,385 shares 1,385 $50.7K 0.01% +497 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 153 shares; 2025Q1: 147 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 549 shares; 2026Q1: 578 shares 578 $50.6K 0.01% +29 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: 290 shares; 2024Q4: 36 shares; 2025Q1: 86 shares; 2025Q2: 42 shares; 2025Q3: 688 shares; 2025Q4: 714 shares; 2026Q1: 703 shares 703 $50.5K 0.01% -11 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,157 shares; 2025Q4: 3,513 shares; 2026Q1: 3,382 shares 3,382 $50.2K 0.01% -131 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS 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: 1,662 shares; 2025Q4: not reported; 2026Q1: 2,214 shares 2,214 $50K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 18 shares; 2025Q3: 487 shares; 2025Q4: 503 shares; 2026Q1: 587 shares 587 $49.9K 0.01% +84 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 36 shares; 2025Q1: 38 shares; 2025Q2: 25 shares; 2025Q3: 818 shares; 2025Q4: 740 shares; 2026Q1: 851 shares 851 $49.7K 0.01% +111 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 22 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 306 shares; 2025Q4: 260 shares; 2026Q1: 251 shares 251 $49.6K 0.01% -9 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 286 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $49.6K 0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 2 shares; 2025Q4: 1,046 shares; 2026Q1: 985 shares 985 $49.5K 0.01% -61 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 901 shares; 2026Q1: 759 shares 759 $49.4K 0.01% -142 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 64 shares; 2026Q1: 111 shares 111 $49.3K 0.01% +47 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 400 shares; 2026Q1: 388 shares 388 $49.1K 0.01% -12 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 936 shares; 2026Q1: 792 shares 792 $49K 0.01% -144 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 12 shares; 2025Q1: 16 shares; 2025Q2: 12 shares; 2025Q3: 40 shares; 2025Q4: 51 shares; 2026Q1: 179 shares 179 $49K 0.01% +128 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 861 shares; 2025Q4: 780 shares; 2026Q1: 979 shares 979 $48.9K 0.01% +199 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 841 shares; 2026Q1: 662 shares 662 $48.8K 0.01% -179 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 10 shares; 2025Q4: 25 shares; 2026Q1: 1,153 shares 1,153 $48.7K 0.01% +1,128 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: 6,057 shares; 2024Q4: 56 shares; 2025Q1: 31 shares; 2025Q2: 23 shares; 2025Q3: 781 shares; 2025Q4: 716 shares; 2026Q1: 671 shares 671 $48.6K 0.01% -45 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 3 shares; 2025Q3: 9 shares; 2025Q4: 56 shares; 2026Q1: 164 shares 164 $48.6K 0.01% +108 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 1,119 shares; 2025Q4: 752 shares; 2026Q1: 1,715 shares 1,715 $48.4K 0.01% +963 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 177 shares 177 $48.3K 0.01% +14 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 74 shares; 2026Q1: 66 shares 66 $48.1K 0.01% -8 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 617 shares; 2026Q1: 409 shares 409 $48K 0.01% -208 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 42 shares; 2025Q1: 200 shares; 2025Q2: 13 shares; 2025Q3: 232 shares; 2025Q4: 411 shares; 2026Q1: 486 shares 486 $47.9K 0.01% +75 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 51 shares; 2026Q1: 179 shares 179 $47.7K 0.01% +128 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 8 shares; 2025Q3: 306 shares; 2025Q4: 490 shares; 2026Q1: 411 shares 411 $47.6K 0.01% -79 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 803 shares; 2025Q3: 1,101 shares; 2025Q4: 1,121 shares; 2026Q1: 1,193 shares 1,193 $47.6K 0.01% +72 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 3,881 shares; 2026Q1: 4,097 shares 4,097 $47.5K 0.01% +216 Timeline MDB MONGODB INC More: the full row for MONGODB 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 shares; 2025Q3: 2 shares; 2025Q4: 199 shares; 2026Q1: 194 shares 194 $47.5K 0.01% -5 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 137 shares; 2026Q1: 567 shares 567 $47.5K 0.01% +430 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 2,995 shares; 2026Q1: 2,231 shares 2,231 $47.4K 0.01% -764 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: 107 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 3 shares; 2025Q3: 95 shares; 2025Q4: 108 shares; 2026Q1: 109 shares 109 $47.1K 0.01% +1 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,256 shares; 2026Q1: 962 shares 962 $47.1K 0.01% -294 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 181 shares; 2025Q4: 407 shares; 2026Q1: 374 shares 374 $47.1K 0.01% -33 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 13 shares; 2025Q3: 82 shares; 2025Q4: 40 shares; 2026Q1: 271 shares 271 $47K 0.01% +231 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 325 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $46.7K 0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 531 shares 531 $46.5K 0.01% +521 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 11 shares; 2025Q3: 161 shares; 2025Q4: 173 shares; 2026Q1: 220 shares 220 $46.5K 0.01% +47 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 1,813 shares 1,813 $46.5K 0.01% +1,806 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 24 shares; 2025Q3: 588 shares; 2025Q4: 608 shares; 2026Q1: 630 shares 630 $46K 0.01% +22 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 1,023 shares; 2025Q2: not reported; 2025Q3: 844 shares; 2025Q4: 1,088 shares; 2026Q1: 844 shares 844 $45.7K 0.01% -244 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 305 shares; 2025Q1: 297 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 279 shares; 2026Q1: 612 shares 612 $45.6K 0.01% +333 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 51 shares; 2025Q3: 645 shares; 2025Q4: 2,058 shares; 2026Q1: 1,734 shares 1,734 $45.5K 0.01% -324 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: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 20 shares; 2026Q1: 324 shares 324 $45.5K 0.01% +304 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 722 shares; 2025Q4: 175 shares; 2026Q1: 1,222 shares 1,222 $45.4K 0.01% +1,047 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 100 shares; 2025Q3: 132 shares; 2025Q4: 280 shares; 2026Q1: 696 shares 696 $45.2K 0.01% +416 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: 17 shares; 2024Q4: 114 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 142 shares; 2025Q4: 151 shares; 2026Q1: 153 shares 153 $45.2K 0.01% +2 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares 838 $45.2K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 95 shares; 2025Q1: 90 shares; 2025Q2: 56 shares; 2025Q3: 1,738 shares; 2025Q4: 1,700 shares; 2026Q1: 1,727 shares 1,727 $45.1K 0.01% +27 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: 18 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 7 shares; 2025Q3: 10 shares; 2025Q4: 41 shares; 2026Q1: 82 shares 82 $45K 0.01% +41 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 10 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 7 shares; 2025Q4: 204 shares; 2026Q1: 341 shares 341 $44.9K 0.01% +137 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: 99 shares; 2024Q4: 98 shares; 2025Q1: 102 shares; 2025Q2: 91 shares; 2025Q3: 95 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $44.9K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,462 shares; 2025Q1: 786 shares; 2025Q2: 551 shares; 2025Q3: 1,166 shares; 2025Q4: 589 shares; 2026Q1: 1,350 shares 1,350 $44.8K 0.01% +761 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 63 shares 63 $44.3K 0.01% +55 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 2,271 shares 2,271 $44.1K 0.01% +448 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 29 shares; 2025Q3: 1,970 shares; 2025Q4: 1,273 shares; 2026Q1: 1,282 shares 1,282 $43.8K 0.01% +9 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 358 shares; 2025Q2: 351 shares; 2025Q3: 322 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $43.5K 0.01% 0 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: 6 shares; 2024Q4: 4 shares; 2025Q1: 20 shares; 2025Q2: 3 shares; 2025Q3: 133 shares; 2025Q4: 167 shares; 2026Q1: 287 shares 287 $43.3K 0.01% +120 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: 176 shares; 2024Q4: 26 shares; 2025Q1: 356 shares; 2025Q2: 347 shares; 2025Q3: 670 shares; 2025Q4: 222 shares; 2026Q1: 261 shares 261 $43.2K 0.01% +39 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 14 shares; 2025Q3: 12 shares; 2025Q4: 726 shares; 2026Q1: 1,035 shares 1,035 $43K 0.01% +309 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 26 shares; 2025Q1: 23 shares; 2025Q2: 14 shares; 2025Q3: 314 shares; 2025Q4: 332 shares; 2026Q1: 339 shares 339 $42.9K 0.01% +7 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 436 shares; 2026Q1: 360 shares 360 $42.7K 0.01% -76 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: 16 shares; 2024Q4: 13 shares; 2025Q1: 15 shares; 2025Q2: 8 shares; 2025Q3: 290 shares; 2025Q4: 301 shares; 2026Q1: 247 shares 247 $42.7K 0.01% -54 Timeline IYW 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: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $42.6K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 37 shares; 2025Q4: 52 shares; 2026Q1: 90 shares 90 $42.6K 0.01% +38 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 23 shares; 2026Q1: 72 shares 72 $42.4K 0.01% +49 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: 462 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 842 shares; 2025Q3: 1,236 shares; 2025Q4: 894 shares; 2026Q1: 910 shares 910 $42.2K 0.01% +16 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: not reported; 2026Q1: 1,139 shares 1,139 $41.7K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 7 shares; 2025Q4: 36 shares; 2026Q1: 129 shares 129 $41.6K 0.01% +93 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 365 shares; 2026Q1: 423 shares 423 $41.6K 0.01% +58 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 54 shares; 2025Q1: 56 shares; 2025Q2: 35 shares; 2025Q3: 190 shares; 2025Q4: 69 shares; 2026Q1: 454 shares 454 $41.3K 0.01% +385 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $41.3K 0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 6 shares; 2025Q3: 77 shares; 2025Q4: 230 shares; 2026Q1: 238 shares 238 $41.3K 0.01% +8 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 42 shares 42 $41.2K 0.01% +9 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 289 shares; 2026Q1: 371 shares 371 $41.1K 0.01% +82 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 77 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares; 2026Q1: 5,235 shares 5,235 $41K 0.01% +4,927 Timeline BOTZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,235 shares 1,235 $41K 0.01% +225 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 154 shares; 2025Q1: 148 shares; 2025Q2: 16 shares; 2025Q3: 23 shares; 2025Q4: 391 shares; 2026Q1: 544 shares 544 $41K 0.01% +153 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: 10 shares; 2025Q3: 16 shares; 2025Q4: 146 shares; 2026Q1: 196 shares 196 $40.8K <0.01% +50 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 65 shares; 2025Q1: 72 shares; 2025Q2: 32 shares; 2025Q3: 2,417 shares; 2025Q4: 2,417 shares; 2026Q1: 2,439 shares 2,439 $40.8K <0.01% +22 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 54 shares; 2025Q4: 56 shares; 2026Q1: 140 shares 140 $40.7K <0.01% +84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $40.7K <0.01% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares 476 $40.3K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 31 shares; 2025Q1: 46 shares; 2025Q2: 22 shares; 2025Q3: 311 shares; 2025Q4: 801 shares; 2026Q1: 818 shares 818 $40.1K <0.01% +17 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 30 shares; 2025Q3: 561 shares; 2025Q4: 779 shares; 2026Q1: 1,019 shares 1,019 $40K <0.01% +240 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 4 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 579 shares; 2026Q1: 705 shares 705 $39.8K <0.01% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares 167 $39.7K <0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 252 shares; 2025Q4: 235 shares; 2026Q1: 221 shares 221 $39.6K <0.01% -14 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 395 shares; 2025Q4: 394 shares; 2026Q1: 458 shares 458 $39.5K <0.01% +64 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: 27 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 11 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 346 shares 346 $39.4K <0.01% +23 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $39.3K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 228 shares; 2025Q1: 205 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 228 shares; 2026Q1: 232 shares 232 $39.2K <0.01% +4 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $39.1K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 165 shares; 2025Q3: 167 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $39K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 17 shares; 2025Q3: 199 shares; 2025Q4: 290 shares; 2026Q1: 804 shares 804 $38.6K <0.01% +514 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 362 shares 362 $38.4K <0.01% +152 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 27 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 14 shares; 2025Q4: 38 shares; 2026Q1: 1,808 shares 1,808 $38.3K <0.01% +1,770 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: 197 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 8 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 242 shares 242 $38.2K <0.01% +236 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 500 shares; 2026Q1: 450 shares 450 $38.1K <0.01% -50 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: 62 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 103 shares; 2025Q3: 245 shares; 2025Q4: 448 shares; 2026Q1: 208 shares 208 $37.9K <0.01% -240 Timeline IYH 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: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $37.9K <0.01% 0 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 102 shares; 2025Q4: 2 shares; 2026Q1: 302 shares 302 $37.9K <0.01% +300 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 8 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 376 shares 376 $37.8K <0.01% +7 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 50 shares; 2025Q1: 58 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 288 shares 288 $37.7K <0.01% +254 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: 64 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 310 shares; 2026Q1: 392 shares 392 $37.6K <0.01% +82 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 368 shares; 2025Q1: 372 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 386 shares; 2026Q1: 449 shares 449 $37.6K <0.01% +63 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 12 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 453 shares 453 $36.9K <0.01% +34 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $36.9K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 45 shares; 2025Q3: 543 shares; 2025Q4: 508 shares; 2026Q1: 485 shares 485 $36.5K <0.01% -23 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 14 shares; 2025Q3: 54 shares; 2025Q4: 345 shares; 2026Q1: 359 shares 359 $36.4K <0.01% +14 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 22 shares; 2025Q4: 149 shares; 2026Q1: 178 shares 178 $36.3K <0.01% +29 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 903 shares; 2025Q1: 916 shares; 2025Q2: 711 shares; 2025Q3: 713 shares; 2025Q4: 715 shares; 2026Q1: 717 shares 717 $36.3K <0.01% +2 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 444 shares; 2026Q1: 446 shares 446 $36.2K <0.01% +2 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 6 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 212 shares; 2025Q4: 576 shares; 2026Q1: 392 shares 392 $36.2K <0.01% -184 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 111 shares; 2025Q1: 110 shares; 2025Q2: 106 shares; 2025Q3: 468 shares; 2025Q4: 484 shares; 2026Q1: 476 shares 476 $36K <0.01% -8 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 38 shares; 2025Q1: 29 shares; 2025Q2: 19 shares; 2025Q3: 1,473 shares; 2025Q4: 1,192 shares; 2026Q1: 1,184 shares 1,184 $35.7K <0.01% -8 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 62 shares; 2025Q4: 253 shares; 2026Q1: 188 shares 188 $35.5K <0.01% -65 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $35.1K <0.01% 0 Timeline