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: 8,940,000 shares; 2024Q4: 26,820,000 shares; 2025Q1: 18,570,000 shares; 2025Q2: not reported; 2025Q3: 31,050,000 shares; 2025Q4: 31,050,000 shares; 2026Q1: 45,450,000 shares 45,450,000 $1.39B 32.77% +14,400,000 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: 555,000 shares; 2024Q4: 555,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,000 shares; 2025Q4: 751,000 shares; 2026Q1: 1,029,000 shares 1,029,000 $672M 15.8% +278,000 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925,136 shares; 2024Q4: 1,461,746 shares; 2025Q1: 1,607,733 shares; 2025Q2: 1,020,184 shares; 2025Q3: 1,471,634 shares; 2025Q4: not reported; 2026Q1: 1,513,455 shares 1,513,455 $167M 3.93% new Timeline PBP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,220,000 shares; 2025Q4: 6,220,000 shares; 2026Q1: 6,220,000 shares 6,220,000 $137M 3.21% 0 Timeline IVVW 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: 3,030,000 shares; 2025Q3: 3,030,000 shares; 2025Q4: 3,030,000 shares; 2026Q1: 3,030,000 shares 3,030,000 $132M 3.11% 0 Timeline EMB 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: 3,827,913 shares; 2024Q4: 1,120,786 shares; 2025Q1: 1,143,647 shares; 2025Q2: not reported; 2025Q3: 1,295,634 shares; 2025Q4: 1,517,978 shares; 2026Q1: 1,337,709 shares 1,337,709 $126M 2.95% -180,269 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: 517,221 shares; 2024Q4: 546,348 shares; 2025Q1: 541,993 shares; 2025Q2: 546,084 shares; 2025Q3: 552,487 shares; 2025Q4: 613,375 shares; 2026Q1: 634,711 shares 634,711 $111M 2.6% +21,336 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: 254,357 shares; 2024Q4: 273,640 shares; 2025Q1: 288,715 shares; 2025Q2: 284,078 shares; 2025Q3: 289,193 shares; 2025Q4: 313,432 shares; 2026Q1: 354,271 shares 354,271 $89.9M 2.11% +40,839 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: 190,810 shares; 2024Q4: 176,433 shares; 2025Q1: 178,794 shares; 2025Q2: 184,544 shares; 2025Q3: 231,520 shares; 2025Q4: 243,955 shares; 2026Q1: 258,119 shares 258,119 $74.2M 1.74% +14,164 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,710,000 shares; 2025Q4: 1,710,000 shares; 2026Q1: 1,710,000 shares 1,710,000 $66.9M 1.57% 0 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: 155,275 shares; 2024Q4: 161,701 shares; 2025Q1: 165,764 shares; 2025Q2: 166,757 shares; 2025Q3: 181,895 shares; 2025Q4: 189,751 shares; 2026Q1: 177,827 shares 177,827 $65.8M 1.55% -11,924 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: 170,159 shares; 2024Q4: 182,699 shares; 2025Q1: 184,765 shares; 2025Q2: 200,893 shares; 2025Q3: 238,061 shares; 2025Q4: 266,291 shares; 2026Q1: 270,259 shares 270,259 $56.3M 1.32% +3,968 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: 111,383 shares; 2024Q4: 144,851 shares; 2025Q1: 139,062 shares; 2025Q2: 135,738 shares; 2025Q3: 130,517 shares; 2025Q4: 117,849 shares; 2026Q1: 127,668 shares 127,668 $39.5M 0.93% +9,819 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232,789 shares; 2024Q4: 3,101,835 shares; 2025Q1: 3,347,454 shares; 2025Q2: 2,167,247 shares; 2025Q3: 2,917,909 shares; 2025Q4: 3,170,000 shares; 2026Q1: 1,873,081 shares 1,873,081 $38.2M 0.9% -1,296,919 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,423,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,105,573 shares; 2025Q4: 2,005,583 shares; 2026Q1: 688,144 shares 688,144 $37.2M 0.87% -1,317,439 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: 24,613 shares; 2024Q4: 25,089 shares; 2025Q1: 30,720 shares; 2025Q2: 31,080 shares; 2025Q3: 28,459 shares; 2025Q4: 32,546 shares; 2026Q1: 38,996 shares 38,996 $35.9M 0.84% +6,450 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: 108,419 shares; 2024Q4: 104,387 shares; 2025Q1: 105,260 shares; 2025Q2: 102,272 shares; 2025Q3: 92,520 shares; 2025Q4: 95,604 shares; 2026Q1: 103,662 shares 103,662 $30.5M 0.72% +8,058 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,300 shares; 2024Q4: 279,100 shares; 2025Q1: 440,700 shares; 2025Q2: 110,200 shares; 2025Q3: 376,000 shares; 2025Q4: 502,300 shares; 2026Q1: 446,100 shares 446,100 $29.3M 0.69% -56,200 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: 53,580 shares; 2024Q4: 52,731 shares; 2025Q1: 55,817 shares; 2025Q2: 56,879 shares; 2025Q3: 60,102 shares; 2025Q4: 47,511 shares; 2026Q1: 46,235 shares 46,235 $26.5M 0.62% -1,276 Timeline SCHP 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: 74,800 shares; 2024Q4: 567,500 shares; 2025Q1: 1,064,900 shares; 2025Q2: 178,100 shares; 2025Q3: 862,700 shares; 2025Q4: 1,250,000 shares; 2026Q1: 934,900 shares 934,900 $24.9M 0.58% -315,100 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: 45,900 shares; 2024Q4: 50,500 shares; 2025Q1: 20,500 shares; 2025Q2: 7,900 shares; 2025Q3: 51,800 shares; 2025Q4: 26,600 shares; 2026Q1: 41,600 shares 41,600 $24.9M 0.58% +15,000 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: 27,927 shares; 2024Q4: 32,304 shares; 2025Q1: 34,657 shares; 2025Q2: 31,402 shares; 2025Q3: 38,223 shares; 2025Q4: 45,499 shares; 2026Q1: 49,024 shares 49,024 $24.5M 0.58% +3,525 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,462 shares; 2024Q4: 524,956 shares; 2025Q1: not reported; 2025Q2: 260,707 shares; 2025Q3: 498,771 shares; 2025Q4: 549,762 shares; 2026Q1: 266,083 shares 266,083 $23.6M 0.55% -283,679 Timeline USHY 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: 64,300 shares; 2024Q4: 724,600 shares; 2025Q1: 615,600 shares; 2025Q2: 219,900 shares; 2025Q3: 651,200 shares; 2025Q4: 754,000 shares; 2026Q1: 610,700 shares 610,700 $22.5M 0.53% -143,300 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: 112,742 shares; 2024Q4: 118,144 shares; 2025Q1: 124,459 shares; 2025Q2: 139,427 shares; 2025Q3: 149,406 shares; 2025Q4: 156,394 shares; 2026Q1: 177,754 shares 177,754 $22.1M 0.52% +21,360 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596,278 shares; 2025Q1: 2,208,431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,746,896 shares; 2026Q1: 646,328 shares 646,328 $20.8M 0.49% -1,100,568 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: 3,643 shares; 2024Q4: 25,441 shares; 2025Q1: 23,972 shares; 2025Q2: 18,986 shares; 2025Q3: 19,042 shares; 2025Q4: 22,680 shares; 2026Q1: 24,597 shares 24,597 $20.8M 0.49% +1,917 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: 71,764 shares; 2024Q4: 70,222 shares; 2025Q1: 69,206 shares; 2025Q2: 65,443 shares; 2025Q3: 59,722 shares; 2025Q4: 71,504 shares; 2026Q1: 70,399 shares 70,399 $20.2M 0.47% -1,105 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,800 shares; 2024Q4: 382,200 shares; 2025Q1: 248,600 shares; 2025Q2: 236,100 shares; 2025Q3: 448,900 shares; 2025Q4: 391,300 shares; 2026Q1: 321,200 shares 321,200 $19.9M 0.47% -70,100 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: 111,678 shares; 2024Q4: 83,243 shares; 2025Q1: 168,795 shares; 2025Q2: 146,215 shares; 2025Q3: 129,334 shares; 2025Q4: 149,957 shares; 2026Q1: 193,758 shares 193,758 $18M 0.42% +43,801 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: 32,464 shares; 2024Q4: 44,348 shares; 2025Q1: 54,099 shares; 2025Q2: 51,258 shares; 2025Q3: 60,526 shares; 2025Q4: 72,776 shares; 2026Q1: 75,195 shares 75,195 $17.3M 0.41% +2,419 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: 18,738 shares; 2024Q4: 19,431 shares; 2025Q1: 23,930 shares; 2025Q2: 25,771 shares; 2025Q3: 27,033 shares; 2025Q4: 28,470 shares; 2026Q1: 34,481 shares 34,481 $16.9M 0.4% +6,011 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: 36,293 shares; 2024Q4: 6,303 shares; 2025Q1: 6,239 shares; 2025Q2: 30,072 shares; 2025Q3: 44,301 shares; 2025Q4: 50,438 shares; 2026Q1: 55,401 shares 55,401 $16.4M 0.38% +4,963 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: 107,271 shares; 2024Q4: 118,018 shares; 2025Q1: 122,767 shares; 2025Q2: 133,160 shares; 2025Q3: 157,639 shares; 2025Q4: 168,333 shares; 2026Q1: 213,229 shares 213,229 $15.3M 0.36% +44,896 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: 69,377 shares; 2024Q4: 71,205 shares; 2025Q1: 97,358 shares; 2025Q2: 97,754 shares; 2025Q3: 84,297 shares; 2025Q4: 79,075 shares; 2026Q1: 103,252 shares 103,252 $14.9M 0.35% +24,177 Timeline USRT 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: 38,700 shares; 2024Q4: 105,300 shares; 2025Q1: 74,300 shares; 2025Q2: 48,000 shares; 2025Q3: 282,300 shares; 2025Q4: 293,300 shares; 2026Q1: 249,700 shares 249,700 $14.8M 0.35% -43,600 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: 22,167 shares; 2024Q4: 26,838 shares; 2025Q1: 29,037 shares; 2025Q2: 28,704 shares; 2025Q3: 29,337 shares; 2025Q4: 30,949 shares; 2026Q1: 34,695 shares 34,695 $14.8M 0.35% +3,746 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: 67,700 shares; 2024Q4: 76,145 shares; 2025Q1: 51,399 shares; 2025Q2: 58,136 shares; 2025Q3: 65,536 shares; 2025Q4: 66,132 shares; 2026Q1: 56,349 shares 56,349 $14.1M 0.33% -9,783 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 3,200 shares; 2025Q1: 3,900 shares; 2025Q2: 3,400 shares; 2025Q3: 5,500 shares; 2025Q4: 5,800 shares; 2026Q1: 7,300 shares 7,300 $12.6M 0.3% +1,500 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,600 shares; 2025Q1: 37,300 shares; 2025Q2: 51,287 shares; 2025Q3: 70,994 shares; 2025Q4: 73,658 shares; 2026Q1: 78,075 shares 78,075 $12.5M 0.29% +4,417 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,000 shares; 2024Q4: 283,900 shares; 2025Q1: 175,000 shares; 2025Q2: 109,800 shares; 2025Q3: 466,900 shares; 2025Q4: 324,000 shares; 2026Q1: 173,000 shares 173,000 $12.1M 0.28% -151,000 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: 22,993 shares; 2024Q4: 20,574 shares; 2025Q1: 24,684 shares; 2025Q2: 24,787 shares; 2025Q3: 25,747 shares; 2025Q4: 22,978 shares; 2026Q1: 25,980 shares 25,980 $12M 0.28% +3,002 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,528 shares; 2025Q3: 3,416 shares; 2025Q4: 3,446 shares; 2026Q1: 13,235 shares 13,235 $11.6M 0.27% +9,789 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: 48,100 shares; 2024Q4: 61,222 shares; 2025Q1: 64,161 shares; 2025Q2: 57,435 shares; 2025Q3: 66,071 shares; 2025Q4: 76,702 shares; 2026Q1: 85,520 shares 85,520 $10.8M 0.25% +8,818 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 8,012 shares; 2025Q1: 7,967 shares; 2025Q2: 7,461 shares; 2025Q3: 39,543 shares; 2025Q4: 40,320 shares; 2026Q1: 51,312 shares 51,312 $10.8M 0.25% +10,992 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: 12,658 shares; 2024Q4: 28,242 shares; 2025Q1: 26,202 shares; 2025Q2: 25,922 shares; 2025Q3: 25,753 shares; 2025Q4: 33,494 shares; 2026Q1: 39,025 shares 39,025 $10.6M 0.25% +5,531 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: 74,862 shares; 2024Q4: 93,297 shares; 2025Q1: 122,503 shares; 2025Q2: 122,071 shares; 2025Q3: 84,324 shares; 2025Q4: 95,418 shares; 2026Q1: 139,179 shares 139,179 $9.93M 0.23% +43,761 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,760 shares; 2024Q4: 99,858 shares; 2025Q1: 111,481 shares; 2025Q2: 104,938 shares; 2025Q3: 127,601 shares; 2025Q4: 136,372 shares; 2026Q1: 152,429 shares 152,429 $9.56M 0.22% +16,057 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 7,600 shares; 2025Q1: 123,700 shares; 2025Q2: 61,000 shares; 2025Q3: 75,200 shares; 2025Q4: 196,700 shares; 2026Q1: 166,100 shares 166,100 $9.5M 0.22% -30,600 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: 31,145 shares; 2024Q4: 50,418 shares; 2025Q1: 40,144 shares; 2025Q2: 23,577 shares; 2025Q3: 22,839 shares; 2025Q4: 24,771 shares; 2026Q1: 25,420 shares 25,420 $9.45M 0.22% +649 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 22,600 shares; 2025Q1: 16,800 shares; 2025Q2: 13,300 shares; 2025Q3: 19,200 shares; 2025Q4: 23,600 shares; 2026Q1: 29,936 shares 29,936 $8.32M 0.2% +6,336 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: 163,026 shares; 2024Q4: 179,185 shares; 2025Q1: 177,213 shares; 2025Q2: 153,328 shares; 2025Q3: 149,307 shares; 2025Q4: 161,890 shares; 2026Q1: 159,783 shares 159,783 $7.79M 0.18% -2,107 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: 40,020 shares; 2024Q4: 39,109 shares; 2025Q1: 38,509 shares; 2025Q2: 36,254 shares; 2025Q3: 35,117 shares; 2025Q4: 35,423 shares; 2026Q1: 45,793 shares 45,793 $7.77M 0.18% +10,370 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: 36,838 shares; 2024Q4: 37,599 shares; 2025Q1: 52,152 shares; 2025Q2: 56,290 shares; 2025Q3: 59,826 shares; 2025Q4: 58,443 shares; 2026Q1: 64,900 shares 64,900 $7.67M 0.18% +6,457 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,629 shares; 2024Q4: 20,598 shares; 2025Q1: 22,811 shares; 2025Q2: 21,934 shares; 2025Q3: 102,021 shares; 2025Q4: 72,360 shares; 2026Q1: 61,190 shares 61,190 $7.22M 0.17% -11,170 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: 22,058 shares; 2024Q4: 21,599 shares; 2025Q1: 21,275 shares; 2025Q2: 20,028 shares; 2025Q3: 19,401 shares; 2025Q4: 19,569 shares; 2026Q1: 26,792 shares 26,792 $6.55M 0.15% +7,223 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: 27,540 shares; 2024Q4: 27,003 shares; 2025Q1: 26,649 shares; 2025Q2: 25,316 shares; 2025Q3: 24,645 shares; 2025Q4: 18,645 shares; 2026Q1: 19,126 shares 19,126 $5.78M 0.14% +481 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 10,452 shares; 2025Q1: 10,293 shares; 2025Q2: 11,445 shares; 2025Q3: 11,091 shares; 2025Q4: 11,188 shares; 2026Q1: 11,477 shares 11,477 $5.5M 0.13% +289 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: 7,266 shares; 2024Q4: 7,117 shares; 2025Q1: 7,009 shares; 2025Q2: 6,599 shares; 2025Q3: 6,393 shares; 2025Q4: 6,448 shares; 2026Q1: 7,548 shares 7,548 $5.35M 0.13% +1,100 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: 40,700 shares; 2024Q4: 53,300 shares; 2025Q1: 57,600 shares; 2025Q2: 62,900 shares; 2025Q3: 72,400 shares; 2025Q4: 84,600 shares; 2026Q1: 56,500 shares 56,500 $5.2M 0.12% -28,100 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: 31,205 shares; 2024Q4: 46,847 shares; 2025Q1: 49,304 shares; 2025Q2: 47,482 shares; 2025Q3: 46,565 shares; 2025Q4: 46,812 shares; 2026Q1: 40,625 shares 40,625 $5.13M 0.12% -6,187 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: 64,059 shares; 2024Q4: 68,703 shares; 2025Q1: 68,227 shares; 2025Q2: 71,020 shares; 2025Q3: 69,776 shares; 2025Q4: 74,411 shares; 2026Q1: 70,436 shares 70,436 $5.13M 0.12% -3,975 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: 4,992 shares; 2024Q4: 6,509 shares; 2025Q1: 8,465 shares; 2025Q2: 9,552 shares; 2025Q3: 9,376 shares; 2025Q4: 9,414 shares; 2026Q1: 9,053 shares 9,053 $4.97M 0.12% -361 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: 27,003 shares; 2024Q4: 17,205 shares; 2025Q1: 16,844 shares; 2025Q2: 15,857 shares; 2025Q3: 15,360 shares; 2025Q4: 19,314 shares; 2026Q1: 21,714 shares 21,714 $4.72M 0.11% +2,400 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: 10,793 shares; 2024Q4: 10,358 shares; 2025Q1: 10,464 shares; 2025Q2: 9,761 shares; 2025Q3: 9,476 shares; 2025Q4: 13,558 shares; 2026Q1: 13,914 shares 13,914 $4.7M 0.11% +356 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: 18,827 shares; 2024Q4: 18,435 shares; 2025Q1: 18,159 shares; 2025Q2: 29,002 shares; 2025Q3: 28,358 shares; 2025Q4: 28,529 shares; 2026Q1: 27,880 shares 27,880 $4.61M 0.11% -649 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: 12,849 shares; 2024Q4: 4,931 shares; 2025Q1: 4,857 shares; 2025Q2: 4,573 shares; 2025Q3: 4,430 shares; 2025Q4: 4,468 shares; 2026Q1: 4,584 shares 4,584 $4.57M 0.11% +116 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,207 shares; 2024Q4: 18,921 shares; 2025Q1: 18,710 shares; 2025Q2: 15,539 shares; 2025Q3: 15,216 shares; 2025Q4: 15,303 shares; 2026Q1: 14,745 shares 14,745 $4.46M 0.1% -558 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: 27,652 shares; 2024Q4: 22,253 shares; 2025Q1: 21,937 shares; 2025Q2: 20,651 shares; 2025Q3: 20,004 shares; 2025Q4: 20,179 shares; 2026Q1: 20,701 shares 20,701 $4.28M 0.1% +522 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: 10,313 shares; 2024Q4: 10,035 shares; 2025Q1: 9,973 shares; 2025Q2: 9,339 shares; 2025Q3: 12,515 shares; 2025Q4: 12,628 shares; 2026Q1: 15,084 shares 15,084 $4.28M 0.1% +2,456 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: 13,286 shares; 2024Q4: 13,509 shares; 2025Q1: 14,134 shares; 2025Q2: 3,794 shares; 2025Q3: 4,204 shares; 2025Q4: 42,553 shares; 2026Q1: 43,507 shares 43,507 $4.18M 0.1% +954 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 11,216 shares; 2025Q1: 11,120 shares; 2025Q2: 10,754 shares; 2025Q3: 10,570 shares; 2025Q4: 10,620 shares; 2026Q1: 10,009 shares 10,009 $4.17M 0.1% -611 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: 5,287 shares; 2024Q4: 5,206 shares; 2025Q1: 5,171 shares; 2025Q2: 5,000 shares; 2025Q3: 4,919 shares; 2025Q4: 4,935 shares; 2026Q1: 4,657 shares 4,657 $4.17M 0.1% -278 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: 12,968 shares; 2024Q4: 12,785 shares; 2025Q1: 12,656 shares; 2025Q2: 12,161 shares; 2025Q3: 11,911 shares; 2025Q4: 11,979 shares; 2026Q1: 11,526 shares 11,526 $4.12M 0.1% -453 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: 35,395 shares; 2025Q1: 35,281 shares; 2025Q2: 33,981 shares; 2025Q3: 33,328 shares; 2025Q4: 33,504 shares; 2026Q1: 32,098 shares 32,098 $3.94M 0.09% -1,406 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: 36,707 shares; 2024Q4: 35,800 shares; 2025Q1: 35,405 shares; 2025Q2: 33,331 shares; 2025Q3: 45,930 shares; 2025Q4: 46,330 shares; 2026Q1: 47,529 shares 47,529 $3.69M 0.09% +1,199 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: 72,003 shares; 2024Q4: 68,794 shares; 2025Q1: 74,807 shares; 2025Q2: 17,799 shares; 2025Q3: 17,242 shares; 2025Q4: 17,393 shares; 2026Q1: 17,841 shares 17,841 $3.63M 0.09% +448 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: 13,725 shares; 2024Q4: 13,514 shares; 2025Q1: 13,371 shares; 2025Q2: 14,342 shares; 2025Q3: 14,058 shares; 2025Q4: 14,134 shares; 2026Q1: 13,591 shares 13,591 $3.62M 0.08% -543 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: 16,767 shares; 2024Q4: 16,352 shares; 2025Q1: 16,257 shares; 2025Q2: 25,732 shares; 2025Q3: 25,132 shares; 2025Q4: 22,476 shares; 2026Q1: 22,451 shares 22,451 $3.59M 0.08% -25 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: 6,100 shares; 2024Q4: 1,741 shares; 2025Q1: 1,687 shares; 2025Q2: 1,595 shares; 2025Q3: 1,538 shares; 2025Q4: 1,552 shares; 2026Q1: 2,424 shares 2,424 $3.57M 0.08% +872 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: 13,148 shares; 2024Q4: 12,924 shares; 2025Q1: 12,762 shares; 2025Q2: 10,786 shares; 2025Q3: 10,452 shares; 2025Q4: 10,543 shares; 2026Q1: 10,816 shares 10,816 $3.56M 0.08% +273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares; 2026Q1: 2,553 shares 2,553 $3.52M 0.08% +564 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,699 shares; 2025Q1: 15,194 shares; 2025Q2: 21,038 shares; 2025Q3: 23,217 shares; 2025Q4: 23,411 shares; 2026Q1: 24,025 shares 24,025 $3.51M 0.08% +614 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 7,613 shares; 2025Q1: 7,537 shares; 2025Q2: 7,236 shares; 2025Q3: 7,093 shares; 2025Q4: 8,126 shares; 2026Q1: 7,755 shares 7,755 $3.46M 0.08% -371 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: 16,636 shares; 2024Q4: 22,416 shares; 2025Q1: 22,097 shares; 2025Q2: 20,803 shares; 2025Q3: 20,151 shares; 2025Q4: 20,327 shares; 2026Q1: 20,852 shares 20,852 $3.43M 0.08% +525 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: 15,893 shares; 2024Q4: 15,524 shares; 2025Q1: 15,290 shares; 2025Q2: 17,105 shares; 2025Q3: 16,559 shares; 2025Q4: 16,704 shares; 2026Q1: 14,827 shares 14,827 $3.42M 0.08% -1,877 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 15,272 shares; 2025Q1: 15,215 shares; 2025Q2: 59,232 shares; 2025Q3: 58,380 shares; 2025Q4: 58,550 shares; 2026Q1: 50,582 shares 50,582 $3.39M 0.08% -7,968 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: 1,197 shares; 2024Q4: 1,181 shares; 2025Q1: 1,167 shares; 2025Q2: 1,122 shares; 2025Q3: 1,098 shares; 2025Q4: 1,104 shares; 2026Q1: 795 shares 795 $3.35M 0.08% -309 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,694 shares; 2025Q3: 15,236 shares; 2025Q4: 29,734 shares; 2026Q1: 28,078 shares 28,078 $3.33M 0.08% -1,656 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,100 shares; 2026Q1: 71,600 shares 71,600 $3.28M 0.08% +10,500 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: 11,201 shares; 2024Q4: 11,041 shares; 2025Q1: 10,927 shares; 2025Q2: 10,492 shares; 2025Q3: 10,273 shares; 2025Q4: 10,333 shares; 2026Q1: 9,964 shares 9,964 $3.27M 0.08% -369 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,784 shares; 2024Q4: 24,348 shares; 2025Q1: 24,155 shares; 2025Q2: 23,153 shares; 2025Q3: 22,682 shares; 2025Q4: 22,784 shares; 2026Q1: 22,129 shares 22,129 $3.2M 0.08% -655 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: 16,750 shares; 2024Q4: 17,157 shares; 2025Q1: 15,306 shares; 2025Q2: 18,178 shares; 2025Q3: 17,863 shares; 2025Q4: 103,070 shares; 2026Q1: 30,489 shares 30,489 $3.19M 0.07% -72,581 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: not reported; 2025Q3: not reported; 2025Q4: 18,800 shares; 2026Q1: 13,000 shares 13,000 $3.18M 0.07% -5,800 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 9,076 shares; 2025Q1: 8,984 shares; 2025Q2: 14,901 shares; 2025Q3: 16,692 shares; 2025Q4: 16,764 shares; 2026Q1: 15,755 shares 15,755 $3.18M 0.07% -1,009 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: 12,610 shares; 2024Q4: 12,117 shares; 2025Q1: 12,306 shares; 2025Q2: 11,700 shares; 2025Q3: 11,240 shares; 2025Q4: 52,846 shares; 2026Q1: 53,628 shares 53,628 $3.14M 0.07% +782 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: 43,307 shares; 2024Q4: 42,419 shares; 2025Q1: 41,769 shares; 2025Q2: 39,322 shares; 2025Q3: 38,089 shares; 2025Q4: 38,422 shares; 2026Q1: 39,416 shares 39,416 $3.14M 0.07% +994 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 1,999 shares; 2025Q3: 7,223 shares; 2025Q4: 7,270 shares; 2026Q1: 7,717 shares 7,717 $3.07M 0.07% +447 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: 6,527 shares; 2024Q4: 6,330 shares; 2025Q1: 6,320 shares; 2025Q2: 5,895 shares; 2025Q3: 5,723 shares; 2025Q4: 5,761 shares; 2026Q1: 8,970 shares 8,970 $3.07M 0.07% +3,209 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 10,764 shares; 2025Q1: 10,643 shares; 2025Q2: 10,184 shares; 2025Q3: 9,952 shares; 2025Q4: 10,015 shares; 2026Q1: 7,830 shares 7,830 $3.06M 0.07% -2,185 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: 29,244 shares; 2024Q4: 28,510 shares; 2025Q1: 28,205 shares; 2025Q2: 26,553 shares; 2025Q3: 25,720 shares; 2025Q4: 25,945 shares; 2026Q1: 26,616 shares 26,616 $3.02M 0.07% +671 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: 8,836 shares; 2024Q4: 8,719 shares; 2025Q1: 8,630 shares; 2025Q2: 8,301 shares; 2025Q3: 8,136 shares; 2025Q4: 8,621 shares; 2026Q1: 6,970 shares 6,970 $3.01M 0.07% -1,651 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: 16,672 shares; 2024Q4: 16,260 shares; 2025Q1: 16,079 shares; 2025Q2: 15,137 shares; 2025Q3: 14,663 shares; 2025Q4: 14,791 shares; 2026Q1: 15,173 shares 15,173 $3M 0.07% +382 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: 89,794 shares; 2024Q4: 26,138 shares; 2025Q1: 25,746 shares; 2025Q2: 24,237 shares; 2025Q3: 23,530 shares; 2025Q4: 23,683 shares; 2026Q1: 24,295 shares 24,295 $2.92M 0.07% +612 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: 4,903 shares; 2024Q4: 20,014 shares; 2025Q1: 4,632 shares; 2025Q2: 4,378 shares; 2025Q3: 6,581 shares; 2025Q4: 9,933 shares; 2026Q1: 10,351 shares 10,351 $2.89M 0.07% +418 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: 11,043 shares; 2024Q4: 9,766 shares; 2025Q1: 9,619 shares; 2025Q2: 9,055 shares; 2025Q3: 8,772 shares; 2025Q4: 8,848 shares; 2026Q1: 9,077 shares 9,077 $2.82M 0.07% +229 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 4,140 shares 4,140 $2.82M 0.07% +2,735 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,679 shares; 2024Q4: 22,012 shares; 2025Q1: 21,788 shares; 2025Q2: 20,592 shares; 2025Q3: 19,869 shares; 2025Q4: 29,344 shares; 2026Q1: 30,114 shares 30,114 $2.81M 0.07% +770 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: 39,794 shares; 2024Q4: 38,965 shares; 2025Q1: 38,381 shares; 2025Q2: 36,132 shares; 2025Q3: 35,000 shares; 2025Q4: 35,304 shares; 2026Q1: 36,219 shares 36,219 $2.75M 0.06% +915 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 10,424 shares; 2025Q1: 10,364 shares; 2025Q2: 9,705 shares; 2025Q3: 9,421 shares; 2025Q4: 9,483 shares; 2026Q1: 9,728 shares 9,728 $2.75M 0.06% +245 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: 5,104 shares; 2024Q4: 4,909 shares; 2025Q1: 4,845 shares; 2025Q2: 4,645 shares; 2025Q3: 14,731 shares; 2025Q4: 14,847 shares; 2026Q1: 10,014 shares 10,014 $2.71M 0.06% -4,833 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,547 shares; 2025Q2: 5,028 shares; 2025Q3: 9,920 shares; 2025Q4: 9,979 shares; 2026Q1: 9,825 shares 9,825 $2.69M 0.06% -154 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: 24,055 shares; 2024Q4: 30,429 shares; 2025Q1: 30,067 shares; 2025Q2: 28,708 shares; 2025Q3: 30,493 shares; 2025Q4: 26,061 shares; 2026Q1: 17,979 shares 17,979 $2.64M 0.06% -8,082 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,009 shares; 2026Q1: 12,128 shares 12,128 $2.59M 0.06% +7,119 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: 13,696 shares; 2024Q4: 10,300 shares; 2025Q1: 10,146 shares; 2025Q2: 9,552 shares; 2025Q3: 9,251 shares; 2025Q4: 6,153 shares; 2026Q1: 8,092 shares 8,092 $2.57M 0.06% +1,939 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 16,635 shares; 2025Q1: 16,450 shares; 2025Q2: 15,487 shares; 2025Q3: 15,001 shares; 2025Q4: 15,132 shares; 2026Q1: 15,523 shares 15,523 $2.51M 0.06% +391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,800 shares; 2025Q3: 98,100 shares; 2025Q4: 73,300 shares; 2026Q1: 25,600 shares 25,600 $2.37M 0.06% -47,700 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,609 shares; 2024Q4: 36,589 shares; 2025Q1: 35,988 shares; 2025Q2: 34,235 shares; 2025Q3: 33,034 shares; 2025Q4: 33,323 shares; 2026Q1: 34,261 shares 34,261 $2.26M 0.05% +938 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: 17,822 shares; 2024Q4: 17,331 shares; 2025Q1: 17,166 shares; 2025Q2: 16,160 shares; 2025Q3: 15,688 shares; 2025Q4: 15,790 shares; 2026Q1: 16,236 shares 16,236 $2.26M 0.05% +446 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,523 shares; 2024Q4: 11,239 shares; 2025Q1: 11,115 shares; 2025Q2: 10,464 shares; 2025Q3: 10,158 shares; 2025Q4: 10,224 shares; 2026Q1: 10,488 shares 10,488 $2.25M 0.05% +264 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,821 shares; 2026Q1: 35,859 shares 35,859 $2.19M 0.05% +22,038 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: 4,282 shares; 2024Q4: 4,123 shares; 2025Q1: 4,163 shares; 2025Q2: 11,959 shares; 2025Q3: 11,532 shares; 2025Q4: 11,632 shares; 2026Q1: 11,933 shares 11,933 $2.18M 0.05% +301 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: 20,791 shares; 2024Q4: 20,463 shares; 2025Q1: 20,231 shares; 2025Q2: 14,345 shares; 2025Q3: 7,183 shares; 2025Q4: 7,223 shares; 2026Q1: 13,713 shares 13,713 $2.13M 0.05% +6,490 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,932 shares; 2026Q1: 17,399 shares 17,399 $2.1M 0.05% +8,467 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,291 shares; 2024Q4: 24,959 shares; 2025Q1: 24,847 shares; 2025Q2: 24,168 shares; 2025Q3: 23,848 shares; 2025Q4: 19,699 shares; 2026Q1: 17,471 shares 17,471 $2.06M 0.05% -2,228 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,858 shares; 2024Q4: 8,741 shares; 2025Q1: 8,657 shares; 2025Q2: 8,337 shares; 2025Q3: 6,715 shares; 2025Q4: 6,742 shares; 2026Q1: 5,092 shares 5,092 $2.02M 0.05% -1,650 Timeline APG API GROUP CORP More: the full row for API 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: 37,665 shares; 2026Q1: 49,712 shares 49,712 $2.01M 0.05% +12,047 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: 10,283 shares; 2024Q4: 13,800 shares; 2025Q1: 13,799 shares; 2025Q2: 24,243 shares; 2025Q3: 23,799 shares; 2025Q4: 23,895 shares; 2026Q1: 23,360 shares 23,360 $1.99M 0.05% -535 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: 4,340 shares; 2024Q4: 4,231 shares; 2025Q1: 4,209 shares; 2025Q2: 3,942 shares; 2025Q3: 3,827 shares; 2025Q4: 3,852 shares; 2026Q1: 3,959 shares 3,959 $1.96M 0.05% +107 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: 21,758 shares; 2024Q4: 21,221 shares; 2025Q1: 20,985 shares; 2025Q2: 19,755 shares; 2025Q3: 19,136 shares; 2025Q4: 19,304 shares; 2026Q1: 19,803 shares 19,803 $1.91M 0.04% +499 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: 5,928 shares; 2024Q4: 5,749 shares; 2025Q1: 5,747 shares; 2025Q2: 5,382 shares; 2025Q3: 5,224 shares; 2025Q4: 5,259 shares; 2026Q1: 5,407 shares 5,407 $1.9M 0.04% +148 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,275 shares; 2025Q3: 3,391 shares; 2025Q4: 3,405 shares; 2026Q1: 3,119 shares 3,119 $1.89M 0.04% -286 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 4,613 shares; 2025Q4: 4,634 shares; 2026Q1: 3,798 shares 3,798 $1.84M 0.04% -836 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: 8,258 shares; 2024Q4: 8,054 shares; 2025Q1: 8,007 shares; 2025Q2: 7,499 shares; 2025Q3: 7,279 shares; 2025Q4: 7,464 shares; 2026Q1: 7,575 shares 7,575 $1.84M 0.04% +111 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 6,004 shares; 2025Q1: 5,969 shares; 2025Q2: 5,589 shares; 2025Q3: 5,426 shares; 2025Q4: 5,462 shares; 2026Q1: 5,615 shares 5,615 $1.83M 0.04% +153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,544 shares 4,544 $1.78M 0.04% 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: 27,210 shares; 2024Q4: 14,586 shares; 2025Q1: 14,279 shares; 2025Q2: 13,495 shares; 2025Q3: 13,021 shares; 2025Q4: 13,180 shares; 2026Q1: 13,475 shares 13,475 $1.78M 0.04% +295 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,508 shares; 2024Q4: 16,228 shares; 2025Q1: 15,981 shares; 2025Q2: 15,350 shares; 2025Q3: 15,054 shares; 2025Q4: 15,118 shares; 2026Q1: 10,189 shares 10,189 $1.72M 0.04% -4,929 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: 45,141 shares; 2024Q4: 43,916 shares; 2025Q1: 43,480 shares; 2025Q2: 41,092 shares; 2025Q3: 39,649 shares; 2025Q4: 39,996 shares; 2026Q1: 41,123 shares 41,123 $1.69M 0.04% +1,127 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,820 shares; 2025Q2: 2,652 shares; 2025Q3: 2,575 shares; 2025Q4: 2,591 shares; 2026Q1: 3,838 shares 3,838 $1.67M 0.04% +1,247 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,835 shares; 2025Q1: 1,823 shares; 2025Q2: 1,708 shares; 2025Q3: 1,657 shares; 2025Q4: 1,668 shares; 2026Q1: 1,715 shares 1,715 $1.65M 0.04% +47 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,557 shares; 2024Q4: 17,975 shares; 2025Q1: 17,968 shares; 2025Q2: 16,827 shares; 2025Q3: 16,335 shares; 2025Q4: 16,442 shares; 2026Q1: 16,905 shares 16,905 $1.63M 0.04% +463 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: 47,858 shares; 2024Q4: 41,557 shares; 2025Q1: 41,267 shares; 2025Q2: 40,146 shares; 2025Q3: 21,959 shares; 2025Q4: 22,029 shares; 2026Q1: 19,948 shares 19,948 $1.63M 0.04% -2,081 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: 5,925 shares; 2024Q4: 5,751 shares; 2025Q1: 5,691 shares; 2025Q2: 5,357 shares; 2025Q3: 5,201 shares; 2025Q4: 5,236 shares; 2026Q1: 5,383 shares 5,383 $1.57M 0.04% +147 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,933 shares; 2024Q4: 42,139 shares; 2025Q1: 41,810 shares; 2025Q2: 40,150 shares; 2025Q3: 39,371 shares; 2025Q4: 39,540 shares; 2026Q1: 23,299 shares 23,299 $1.52M 0.04% -16,241 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: 22,091 shares; 2024Q4: 21,392 shares; 2025Q1: 21,230 shares; 2025Q2: 19,933 shares; 2025Q3: 19,350 shares; 2025Q4: 19,477 shares; 2026Q1: 20,026 shares 20,026 $1.49M 0.04% +549 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: 6,921 shares; 2024Q4: 6,749 shares; 2025Q1: 6,711 shares; 2025Q2: 6,284 shares; 2025Q3: 6,101 shares; 2025Q4: 6,140 shares; 2026Q1: 6,314 shares 6,314 $1.49M 0.04% +174 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: 4,620 shares; 2024Q4: 4,506 shares; 2025Q1: 4,455 shares; 2025Q2: 4,195 shares; 2025Q3: 4,073 shares; 2025Q4: 2,551 shares; 2026Q1: 2,624 shares 2,624 $1.48M 0.03% +73 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,326 shares; 2025Q1: 4,308 shares; 2025Q2: 4,124 shares; 2025Q3: 4,045 shares; 2025Q4: 4,062 shares; 2026Q1: 2,736 shares 2,736 $1.47M 0.03% -1,326 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: 12,346 shares; 2024Q4: 12,089 shares; 2025Q1: 11,907 shares; 2025Q2: 7,528 shares; 2025Q3: 7,309 shares; 2025Q4: 7,356 shares; 2026Q1: 7,563 shares 7,563 $1.47M 0.03% +207 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: 1,650 shares; 2024Q4: 1,599 shares; 2025Q1: 1,584 shares; 2025Q2: 1,497 shares; 2025Q3: 895 shares; 2025Q4: 899 shares; 2026Q1: 1,483 shares 1,483 $1.45M 0.03% +584 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 14,594 shares; 2025Q1: 14,594 shares; 2025Q2: 13,961 shares; 2025Q3: 17,312 shares; 2025Q4: 17,358 shares; 2026Q1: 16,363 shares 16,363 $1.45M 0.03% -995 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: 5,049 shares; 2024Q4: 4,901 shares; 2025Q1: 4,851 shares; 2025Q2: 4,584 shares; 2025Q3: 4,423 shares; 2025Q4: 4,462 shares; 2026Q1: 4,588 shares 4,588 $1.44M 0.03% +126 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,678 shares; 2024Q4: 20,375 shares; 2025Q1: 20,249 shares; 2025Q2: 19,614 shares; 2025Q3: 19,315 shares; 2025Q4: 14,386 shares; 2026Q1: 13,139 shares 13,139 $1.43M 0.03% -1,247 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: 54,411 shares; 2024Q4: 52,810 shares; 2025Q1: 52,272 shares; 2025Q2: 49,402 shares; 2025Q3: 47,668 shares; 2025Q4: 48,252 shares; 2026Q1: 49,327 shares 49,327 $1.43M 0.03% +1,075 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,676 shares; 2025Q2: 64,495 shares; 2025Q3: 81,691 shares; 2025Q4: 81,900 shares; 2026Q1: 76,609 shares 76,609 $1.42M 0.03% -5,291 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: 4,785 shares; 2024Q4: 4,609 shares; 2025Q1: 4,679 shares; 2025Q2: 8,333 shares; 2025Q3: 11,189 shares; 2025Q4: 11,236 shares; 2026Q1: 10,405 shares 10,405 $1.42M 0.03% -831 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: 13,112 shares; 2024Q4: 12,732 shares; 2025Q1: 12,606 shares; 2025Q2: 11,914 shares; 2025Q3: 11,496 shares; 2025Q4: 11,597 shares; 2026Q1: 11,897 shares 11,897 $1.41M 0.03% +300 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: 53,470 shares; 2024Q4: 52,018 shares; 2025Q1: 51,502 shares; 2025Q2: 48,673 shares; 2025Q3: 46,966 shares; 2025Q4: 47,541 shares; 2026Q1: 48,600 shares 48,600 $1.36M 0.03% +1,059 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: 20,137 shares; 2024Q4: 19,416 shares; 2025Q1: 19,220 shares; 2025Q2: 18,656 shares; 2025Q3: 17,968 shares; 2025Q4: 18,000 shares; 2026Q1: 30,049 shares 30,049 $1.33M 0.03% +12,049 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: 7,659 shares; 2024Q4: 7,470 shares; 2025Q1: 7,427 shares; 2025Q2: 6,955 shares; 2025Q3: 6,751 shares; 2025Q4: 6,795 shares; 2026Q1: 6,987 shares 6,987 $1.32M 0.03% +192 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,953 shares; 2024Q4: 24,193 shares; 2025Q1: 24,194 shares; 2025Q2: 22,657 shares; 2025Q3: 21,995 shares; 2025Q4: 22,138 shares; 2026Q1: 22,761 shares 22,761 $1.31M 0.03% +623 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,361 shares; 2025Q4: 2,388 shares; 2026Q1: 4,288 shares 4,288 $1.3M 0.03% +1,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,236 shares 11,236 $1.3M 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,059 shares; 2024Q4: 20,439 shares; 2025Q1: 20,418 shares; 2025Q2: 19,046 shares; 2025Q3: 18,489 shares; 2025Q4: 18,610 shares; 2026Q1: 19,134 shares 19,134 $1.26M 0.03% +524 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,666 shares; 2024Q4: 14,233 shares; 2025Q1: 14,089 shares; 2025Q2: 13,315 shares; 2025Q3: 12,848 shares; 2025Q4: 13,005 shares; 2026Q1: 13,295 shares 13,295 $1.25M 0.03% +290 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: 5,637 shares; 2024Q4: 5,487 shares; 2025Q1: 5,437 shares; 2025Q2: 5,139 shares; 2025Q3: 4,958 shares; 2025Q4: 5,002 shares; 2026Q1: 5,143 shares 5,143 $1.25M 0.03% +141 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: 13,282 shares; 2024Q4: 12,922 shares; 2025Q1: 12,794 shares; 2025Q2: 12,043 shares; 2025Q3: 11,691 shares; 2025Q4: 11,768 shares; 2026Q1: 12,100 shares 12,100 $1.24M 0.03% +332 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: 6,567 shares; 2024Q4: 6,373 shares; 2025Q1: 6,307 shares; 2025Q2: 5,962 shares; 2025Q3: 5,752 shares; 2025Q4: 5,822 shares; 2026Q1: 5,953 shares 5,953 $1.23M 0.03% +131 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: 25,220 shares; 2024Q4: 9,499 shares; 2025Q1: 9,353 shares; 2025Q2: 8,805 shares; 2025Q3: 8,530 shares; 2025Q4: 8,604 shares; 2026Q1: 4,553 shares 4,553 $1.23M 0.03% -4,051 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,214 shares 24,214 $1.16M 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,692 shares; 2024Q4: 16,940 shares; 2025Q1: 17,114 shares; 2025Q2: 15,963 shares; 2025Q3: 15,496 shares; 2025Q4: 15,598 shares; 2026Q1: 16,037 shares 16,037 $1.15M 0.03% +439 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,991 shares; 2024Q4: 23,400 shares; 2025Q1: 23,138 shares; 2025Q2: 21,783 shares; 2025Q3: 21,146 shares; 2025Q4: 21,284 shares; 2026Q1: 14,330 shares 14,330 $1.15M 0.03% -6,954 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: 9,510 shares; 2024Q4: 9,220 shares; 2025Q1: 9,219 shares; 2025Q2: 8,599 shares; 2025Q3: 8,348 shares; 2025Q4: 8,403 shares; 2026Q1: 8,640 shares 8,640 $1.13M 0.03% +237 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 4,729 shares; 2025Q1: 4,793 shares; 2025Q2: 4,479 shares; 2025Q3: 4,336 shares; 2025Q4: 4,384 shares; 2026Q1: 4,523 shares 4,523 $1.12M 0.03% +139 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 6,599 shares; 2025Q1: 6,591 shares; 2025Q2: 6,149 shares; 2025Q3: 5,969 shares; 2025Q4: 6,008 shares; 2026Q1: 6,177 shares 6,177 $1.11M 0.03% +169 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: 4,936 shares; 2024Q4: 4,706 shares; 2025Q1: 4,674 shares; 2025Q2: 4,417 shares; 2025Q3: 4,262 shares; 2025Q4: 4,314 shares; 2026Q1: 4,411 shares 4,411 $1.1M 0.03% +97 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,617 shares; 2025Q1: 5,702 shares; 2025Q2: 5,421 shares; 2025Q3: 5,207 shares; 2025Q4: 20,166 shares; 2026Q1: 17,989 shares 17,989 $1.1M 0.03% -2,177 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: 6,161 shares; 2024Q4: 6,011 shares; 2025Q1: 5,943 shares; 2025Q2: 5,595 shares; 2025Q3: 3,289 shares; 2025Q4: 3,315 shares; 2026Q1: 3,410 shares 3,410 $1.09M 0.03% +95 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,118 shares; 2025Q3: 3,167 shares; 2025Q4: 3,194 shares; 2026Q1: 3,284 shares 3,284 $1.09M 0.03% +90 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,902 shares 7,902 $1.07M 0.03% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,154 shares; 2025Q1: 11,040 shares; 2025Q2: 10,434 shares; 2025Q3: 10,066 shares; 2025Q4: 10,190 shares; 2026Q1: 10,419 shares 10,419 $1.07M 0.03% +229 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: 11,736 shares; 2024Q4: 11,353 shares; 2025Q1: 11,353 shares; 2025Q2: 10,589 shares; 2025Q3: 10,280 shares; 2025Q4: 10,347 shares; 2026Q1: 10,639 shares 10,639 $1.07M 0.03% +292 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 3,842 shares; 2025Q3: 6,739 shares; 2025Q4: 6,821 shares; 2026Q1: 6,974 shares 6,974 $1.06M 0.02% +153 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: 8,737 shares; 2024Q4: 8,275 shares; 2025Q1: 8,392 shares; 2025Q2: 7,932 shares; 2025Q3: 7,636 shares; 2025Q4: 7,730 shares; 2026Q1: 7,902 shares 7,902 $1.04M 0.02% +172 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: 20,641 shares; 2024Q4: 20,160 shares; 2025Q1: 20,235 shares; 2025Q2: 19,127 shares; 2025Q3: 18,416 shares; 2025Q4: 18,621 shares; 2026Q1: 19,057 shares 19,057 $1.03M 0.02% +436 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: 801 shares; 2024Q4: 769 shares; 2025Q1: 776 shares; 2025Q2: 10,859 shares; 2025Q3: 10,545 shares; 2025Q4: 10,614 shares; 2026Q1: 10,912 shares 10,912 $1.01M 0.02% +298 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 11,023 shares; 2025Q1: 10,861 shares; 2025Q2: 10,288 shares; 2025Q3: 10,009 shares; 2025Q4: 10,052 shares; 2026Q1: 10,336 shares 10,336 $1M 0.02% +284 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 18,740 shares; 2025Q3: 18,067 shares; 2025Q4: 18,288 shares; 2026Q1: 18,755 shares 18,755 $1M 0.02% +467 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: 6,480 shares; 2024Q4: 6,141 shares; 2025Q1: 6,205 shares; 2025Q2: 5,863 shares; 2025Q3: 5,705 shares; 2025Q4: 5,706 shares; 2026Q1: 5,874 shares 5,874 $993K 0.02% +168 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: 2,291 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,079 shares; 2025Q3: 2,006 shares; 2025Q4: 2,026 shares; 2026Q1: 2,071 shares 2,071 $980K 0.02% +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: 3,478 shares; 2024Q4: 3,366 shares; 2025Q1: 3,331 shares; 2025Q2: 3,190 shares; 2025Q3: 3,114 shares; 2025Q4: 3,111 shares; 2026Q1: 3,233 shares 3,233 $958K 0.02% +122 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,773 shares; 2024Q4: 29,396 shares; 2025Q1: 29,533 shares; 2025Q2: 27,914 shares; 2025Q3: 26,877 shares; 2025Q4: 27,206 shares; 2026Q1: 27,813 shares 27,813 $958K 0.02% +607 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 10,654 shares; 2025Q1: 10,493 shares; 2025Q2: 9,879 shares; 2025Q3: 9,569 shares; 2025Q4: 4,941 shares; 2026Q1: 5,098 shares 5,098 $952K 0.02% +157 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: 2,901 shares; 2024Q4: 2,754 shares; 2025Q1: 2,705 shares; 2025Q2: 2,605 shares; 2025Q3: 2,496 shares; 2025Q4: 2,500 shares; 2026Q1: 2,599 shares 2,599 $926K 0.02% +99 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: 8,417 shares; 2024Q4: 8,162 shares; 2025Q1: 8,108 shares; 2025Q2: 7,612 shares; 2025Q3: 7,390 shares; 2025Q4: 7,472 shares; 2026Q1: 7,631 shares 7,631 $925K 0.02% +159 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: 3,788 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,426 shares; 2025Q3: 3,326 shares; 2025Q4: 3,347 shares; 2026Q1: 3,442 shares 3,442 $918K 0.02% +95 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 11,554 shares; 2026Q1: 10,868 shares 10,868 $908K 0.02% -686 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,099 shares; 2024Q4: 18,270 shares; 2025Q1: 18,107 shares; 2025Q2: 17,351 shares; 2025Q3: 16,846 shares; 2025Q4: 16,891 shares; 2026Q1: 17,385 shares 17,385 $904K 0.02% +494 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: 3,374 shares; 2024Q4: 3,255 shares; 2025Q1: 3,257 shares; 2025Q2: 3,126 shares; 2025Q3: 3,017 shares; 2025Q4: 3,087 shares; 2026Q1: 3,133 shares 3,133 $899K 0.02% +46 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: 23,826 shares; 2024Q4: 23,464 shares; 2025Q1: 23,215 shares; 2025Q2: 22,261 shares; 2025Q3: 21,780 shares; 2025Q4: 21,910 shares; 2026Q1: 6,890 shares 6,890 $887K 0.02% -15,020 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,713 shares; 2025Q1: 4,667 shares; 2025Q2: 4,410 shares; 2025Q3: 4,255 shares; 2025Q4: 4,307 shares; 2026Q1: 4,404 shares 4,404 $873K 0.02% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,041 shares; 2026Q1: 5,190 shares 5,190 $852K 0.02% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,403 shares 14,403 $847K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,172 shares; 2024Q4: 17,248 shares; 2025Q1: 16,943 shares; 2025Q2: 16,280 shares; 2025Q3: 15,634 shares; 2025Q4: 15,657 shares; 2026Q1: 16,338 shares 16,338 $840K 0.02% +681 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: 6,681 shares; 2024Q4: 6,501 shares; 2025Q1: 6,461 shares; 2025Q2: 2,560 shares; 2025Q3: 2,462 shares; 2025Q4: 2,490 shares; 2026Q1: 2,563 shares 2,563 $838K 0.02% +73 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: 6,100 shares; 2024Q4: 9,746 shares; 2025Q1: 9,616 shares; 2025Q2: 3,999 shares; 2025Q3: 3,863 shares; 2025Q4: 3,897 shares; 2026Q1: 4,004 shares 4,004 $833K 0.02% +107 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,431 shares; 2025Q4: 89,463 shares; 2026Q1: 52,383 shares 52,383 $832K 0.02% -37,080 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: 11,489 shares; 2024Q4: 11,087 shares; 2025Q1: 11,233 shares; 2025Q2: 10,657 shares; 2025Q3: 10,260 shares; 2025Q4: 10,374 shares; 2026Q1: 10,718 shares 10,718 $832K 0.02% +344 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 3,145 shares; 2025Q1: 3,171 shares; 2025Q2: 2,976 shares; 2025Q3: 4,615 shares; 2025Q4: 4,667 shares; 2026Q1: 4,794 shares 4,794 $827K 0.02% +127 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: 39,583 shares; 2024Q4: 38,304 shares; 2025Q1: 38,274 shares; 2025Q2: 35,843 shares; 2025Q3: 34,796 shares; 2025Q4: 35,023 shares; 2026Q1: 16,267 shares 16,267 $817K 0.02% -18,756 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: 3,474 shares; 2024Q4: 3,321 shares; 2025Q1: 3,236 shares; 2025Q2: 3,101 shares; 2025Q3: 3,017 shares; 2025Q4: 3,015 shares; 2026Q1: 3,115 shares 3,115 $811K 0.02% +100 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,020 shares 6,020 $803K 0.02% new 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: 15,497 shares; 2024Q4: 15,282 shares; 2025Q1: 15,129 shares; 2025Q2: 11,975 shares; 2025Q3: 6,013 shares; 2025Q4: 3,934 shares; 2026Q1: 4,033 shares 4,033 $800K 0.02% +99 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,497 shares; 2024Q4: 16,551 shares; 2025Q1: 16,799 shares; 2025Q2: 15,380 shares; 2025Q3: 15,013 shares; 2025Q4: 15,181 shares; 2026Q1: 15,684 shares 15,684 $789K 0.02% +503 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,401 shares; 2025Q1: 4,471 shares; 2025Q2: 4,235 shares; 2025Q3: 4,070 shares; 2025Q4: 4,115 shares; 2026Q1: 4,227 shares 4,227 $788K 0.02% +112 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: 18,808 shares; 2024Q4: 18,219 shares; 2025Q1: 18,212 shares; 2025Q2: 8,992 shares; 2025Q3: 8,688 shares; 2025Q4: 8,776 shares; 2026Q1: 8,972 shares 8,972 $777K 0.02% +196 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,757 shares; 2025Q1: 7,838 shares; 2025Q2: 7,336 shares; 2025Q3: 7,106 shares; 2025Q4: 7,144 shares; 2026Q1: 7,381 shares 7,381 $776K 0.02% +237 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 14,683 shares; 2025Q1: 14,662 shares; 2025Q2: 6,562 shares; 2025Q3: 6,358 shares; 2025Q4: 6,360 shares; 2026Q1: 6,571 shares 6,571 $759K 0.02% +211 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 8,835 shares; 2025Q1: 8,877 shares; 2025Q2: 8,390 shares; 2025Q3: 8,078 shares; 2025Q4: 8,168 shares; 2026Q1: 8,439 shares 8,439 $756K 0.02% +271 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,408 shares; 2025Q4: 3,447 shares; 2026Q1: 3,588 shares 3,588 $750K 0.02% +141 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: 10,606 shares; 2024Q4: 10,040 shares; 2025Q1: 10,040 shares; 2025Q2: 9,638 shares; 2025Q3: 9,279 shares; 2025Q4: 9,382 shares; 2026Q1: 9,639 shares 9,639 $725K 0.02% +257 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,561 shares; 2025Q1: 5,532 shares; 2025Q2: 5,258 shares; 2025Q3: 5,088 shares; 2025Q4: 5,115 shares; 2026Q1: 5,285 shares 5,285 $725K 0.02% +170 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 3,427 shares; 2025Q1: 3,439 shares; 2025Q2: 3,354 shares; 2025Q3: 3,314 shares; 2025Q4: 1,239 shares; 2026Q1: 1,280 shares 1,280 $719K 0.02% +41 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,584 shares 2,584 $711K 0.02% new 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: 11,723 shares; 2024Q4: 11,286 shares; 2025Q1: 11,448 shares; 2025Q2: 10,698 shares; 2025Q3: 10,443 shares; 2025Q4: 10,434 shares; 2026Q1: 10,886 shares 10,886 $708K 0.02% +452 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: 22,324 shares; 2024Q4: 21,917 shares; 2025Q1: 22,226 shares; 2025Q2: 20,864 shares; 2025Q3: 20,053 shares; 2025Q4: 20,278 shares; 2026Q1: 20,992 shares 20,992 $704K 0.02% +714 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 11,617 shares; 2025Q1: 11,766 shares; 2025Q2: 11,200 shares; 2025Q3: 10,745 shares; 2025Q4: 10,867 shares; 2026Q1: 11,227 shares 11,227 $694K 0.02% +360 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,081 shares; 2024Q4: 8,135 shares; 2025Q1: 5,566 shares; 2025Q2: 1,882 shares; 2025Q3: 1,831 shares; 2025Q4: 1,851 shares; 2026Q1: 1,901 shares 1,901 $682K 0.02% +50 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 15,240 shares; 2025Q1: 15,437 shares; 2025Q2: 14,678 shares; 2025Q3: 14,101 shares; 2025Q4: 14,258 shares; 2026Q1: 14,730 shares 14,730 $677K 0.02% +472 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: 14,073 shares; 2024Q4: 13,845 shares; 2025Q1: 13,791 shares; 2025Q2: 13,221 shares; 2025Q3: 8,161 shares; 2025Q4: 8,215 shares; 2026Q1: 3,894 shares 3,894 $675K 0.02% -4,321 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 11,500 shares; 2026Q1: 12,402 shares 12,402 $670K 0.02% +902 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,367 shares; 2025Q1: 2,397 shares; 2025Q2: 2,281 shares; 2025Q3: 2,168 shares; 2025Q4: 2,193 shares; 2026Q1: 2,288 shares 2,288 $665K 0.02% +95 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: 6,351 shares; 2024Q4: 6,003 shares; 2025Q1: 6,094 shares; 2025Q2: 5,708 shares; 2025Q3: 5,591 shares; 2025Q4: 5,606 shares; 2026Q1: 5,792 shares 5,792 $660K 0.02% +186 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 4,726 shares; 2025Q4: 4,778 shares; 2026Q1: 9,519 shares 9,519 $660K 0.02% +4,741 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,059 shares; 2025Q1: 6,884 shares; 2025Q2: 6,703 shares; 2025Q3: 6,507 shares; 2025Q4: 6,524 shares; 2026Q1: 6,741 shares 6,741 $659K 0.02% +217 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: 22,825 shares; 2024Q4: 13,082 shares; 2025Q1: 13,084 shares; 2025Q2: 12,217 shares; 2025Q3: 11,861 shares; 2025Q4: 11,993 shares; 2026Q1: 12,294 shares 12,294 $649K 0.02% +301 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: 14,216 shares; 2024Q4: 13,687 shares; 2025Q1: 13,873 shares; 2025Q2: 13,175 shares; 2025Q3: 12,654 shares; 2025Q4: 12,644 shares; 2026Q1: 13,194 shares 13,194 $647K 0.02% +550 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 9,043 shares; 2025Q1: 9,173 shares; 2025Q2: 8,722 shares; 2025Q3: 8,449 shares; 2025Q4: 8,442 shares; 2026Q1: 8,723 shares 8,723 $645K 0.02% +281 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: 3,174 shares; 2024Q4: 3,112 shares; 2025Q1: 2,320 shares; 2025Q2: 824 shares; 2025Q3: 798 shares; 2025Q4: 807 shares; 2026Q1: 826 shares 826 $638K 0.01% +19 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 3,191 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,203 shares 3,203 $628K 0.01% +103 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,067 shares; 2025Q1: 3,112 shares; 2025Q2: 2,952 shares; 2025Q3: 2,867 shares; 2025Q4: 2,864 shares; 2026Q1: 2,959 shares 2,959 $615K 0.01% +95 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 8,898 shares; 2025Q1: 8,806 shares; 2025Q2: 8,434 shares; 2025Q3: 8,233 shares; 2025Q4: 8,227 shares; 2026Q1: 8,584 shares 8,584 $595K 0.01% +357 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: 44,678 shares; 2024Q4: 43,558 shares; 2025Q1: 21,100 shares; 2025Q2: 20,055 shares; 2025Q3: 19,473 shares; 2025Q4: 19,477 shares; 2026Q1: 20,124 shares 20,124 $578K 0.01% +647 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 6,999 shares; 2025Q1: 7,097 shares; 2025Q2: 6,722 shares; 2025Q3: 6,474 shares; 2025Q4: 6,546 shares; 2026Q1: 6,827 shares 6,827 $550K 0.01% +281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,997 shares; 2025Q4: 4,042 shares; 2026Q1: 4,176 shares 4,176 $547K 0.01% +134 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 2,403 shares; 2025Q4: 2,430 shares; 2026Q1: 2,510 shares 2,510 $544K 0.01% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,287 shares; 2025Q4: 3,318 shares; 2026Q1: 3,429 shares 3,429 $517K 0.01% +111 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 6,590 shares; 2025Q1: 6,518 shares; 2025Q2: 6,137 shares; 2025Q3: 5,990 shares; 2025Q4: 6,057 shares; 2026Q1: 6,307 shares 6,307 $511K 0.01% +250 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: 6,686 shares; 2024Q4: 6,489 shares; 2025Q1: 6,424 shares; 2025Q2: 6,070 shares; 2025Q3: 5,857 shares; 2025Q4: 5,929 shares; 2026Q1: 2,145 shares 2,145 $498K 0.01% -3,784 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: 8,192 shares; 2024Q4: 8,028 shares; 2025Q1: 8,141 shares; 2025Q2: 7,828 shares; 2025Q3: 7,402 shares; 2025Q4: 7,484 shares; 2026Q1: 7,732 shares 7,732 $495K 0.01% +248 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: 22,850 shares; 2024Q4: 8,476 shares; 2025Q1: 8,383 shares; 2025Q2: 8,099 shares; 2025Q3: 7,686 shares; 2025Q4: 7,772 shares; 2026Q1: 8,093 shares 8,093 $491K 0.01% +321 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,338 shares; 2025Q1: 6,082 shares; 2025Q2: 6,073 shares; 2025Q3: 5,812 shares; 2025Q4: 5,808 shares; 2026Q1: 6,001 shares 6,001 $477K 0.01% +193 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,840 shares; 2025Q4: 2,872 shares; 2026Q1: 2,968 shares 2,968 $446K 0.01% +96 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 8,957 shares; 2025Q1: 9,069 shares; 2025Q2: 8,633 shares; 2025Q3: 8,202 shares; 2025Q4: 8,294 shares; 2026Q1: 8,654 shares 8,654 $437K 0.01% +360 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,848 shares; 2025Q1: 4,917 shares; 2025Q2: 4,595 shares; 2025Q3: 4,486 shares; 2025Q4: 4,481 shares; 2026Q1: 4,675 shares 4,675 $436K 0.01% +194 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: 3,283 shares; 2024Q4: 3,155 shares; 2025Q1: 3,117 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,946 shares; 2026Q1: 20,222 shares 20,222 $401K 0.01% +17,276 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,624 shares; 2025Q1: 6,731 shares; 2025Q2: 6,291 shares; 2025Q3: 6,060 shares; 2025Q4: 6,129 shares; 2026Q1: 6,394 shares 6,394 $378K 0.01% +265 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: 3,389 shares; 2024Q4: 3,321 shares; 2025Q1: 3,282 shares; 2025Q2: 3,144 shares; 2025Q3: 3,070 shares; 2025Q4: 3,052 shares; 2026Q1: 3,184 shares 3,184 $378K 0.01% +132 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,358 shares; 2025Q3: 3,260 shares; 2025Q4: 3,281 shares; 2026Q1: 1,386 shares 1,386 $375K 0.01% -1,895 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,419 shares; 2025Q1: 2,454 shares; 2025Q2: 2,360 shares; 2025Q3: 2,261 shares; 2025Q4: 2,259 shares; 2026Q1: 2,334 shares 2,334 $367K 0.01% +75 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 3,882 shares; 2025Q1: 3,816 shares; 2025Q2: 3,606 shares; 2025Q3: 3,480 shares; 2025Q4: 1,178 shares; 2026Q1: 1,217 shares 1,217 $366K 0.01% +39 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: 12,279 shares; 2024Q4: 12,095 shares; 2025Q1: 12,035 shares; 2025Q2: 2,043 shares; 2025Q3: 1,979 shares; 2025Q4: 2,001 shares; 2026Q1: 2,067 shares 2,067 $357K 0.01% +66 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,482 shares; 2024Q4: 9,118 shares; 2025Q1: 9,017 shares; 2025Q2: 8,642 shares; 2025Q3: 8,642 shares; 2025Q4: 8,533 shares; 2026Q1: 8,724 shares 8,724 $340K 0.01% +191 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,951 shares; 2025Q1: 1,921 shares; 2025Q2: 1,808 shares; 2025Q3: 893 shares; 2025Q4: 900 shares; 2026Q1: 277 shares 277 $321K 0.01% -623 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: 1,730 shares; 2025Q1: 1,711 shares; 2025Q2: 1,656 shares; 2025Q3: 1,617 shares; 2025Q4: 1,605 shares; 2026Q1: 1,672 shares 1,672 $307K 0.01% +67 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: 3,160 shares; 2024Q4: 3,060 shares; 2025Q1: 3,056 shares; 2025Q2: 913 shares; 2025Q3: 887 shares; 2025Q4: 897 shares; 2026Q1: 926 shares 926 $299K 0.01% +29 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 10,758 shares; 2025Q1: 10,750 shares; 2025Q2: 10,028 shares; 2025Q3: 3,865 shares; 2025Q4: 3,908 shares; 2026Q1: 4,075 shares 4,075 $291K 0.01% +167 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,331 shares; 2026Q1: 2,428 shares 2,428 $280K 0.01% +97 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 5,088 shares; 2025Q1: 5,032 shares; 2025Q2: 4,797 shares; 2025Q3: 4,614 shares; 2025Q4: 4,665 shares; 2026Q1: 4,858 shares 4,858 $222K 0.01% +193 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,041 shares; 2025Q1: 5,980 shares; 2025Q2: 5,650 shares; 2025Q3: 5,453 shares; 2025Q4: 904 shares; 2026Q1: 934 shares 934 $195K <0.01% +30 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: 2,869 shares; 2024Q4: 2,760 shares; 2025Q1: 2,719 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,573 shares; 2026Q1: 2,630 shares 2,630 $186K <0.01% +57 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 2,088 shares; 2025Q3: 2,027 shares; 2025Q4: 481 shares; 2026Q1: 497 shares 497 $181K <0.01% +16 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315 shares 315 $93.8K <0.01% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 34,700 shares; 2026Q1: 29,400 shares 29,400 $2.87K -5,300 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 100,300 shares; 2026Q1: 84,700 shares 84,700 $2.58K -15,600 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2025Q3: not reported; 2025Q4: 73,700 shares; 2026Q1: 62,400 shares 62,400 $2.54K -11,300 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 22,800 shares; 2026Q1: 19,300 shares 19,300 $2.53K -3,500 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,110 shares; 2026Q1: 50,210 shares 50,210 $2.28K -8,900 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,800 shares 26,800 $2.24K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,500 shares 17,500 $2.23K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,700 shares 28,700 $2.17K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline