USDX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,170,148 shares; 2024Q4: 5,830,887 shares; 2025Q1: 13,118,445 shares; 2025Q2: 17,421,064 shares; 2025Q3: 11,732,094 shares; 2025Q4: 11,964,211 shares; 2026Q1: 9,837,704 shares 9,837,704 $252M 14.89% -2,126,507 Timeline LDRX RBB FD INC More: the full row for RBB FD 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: 6,012,967 shares; 2025Q4: 5,961,309 shares; 2026Q1: 7,650,483 shares 7,650,483 $235M 13.84% +1,689,174 Timeline SGLC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818,344 shares; 2024Q4: 3,103,671 shares; 2025Q1: 2,067,049 shares; 2025Q2: 2,125,795 shares; 2025Q3: 2,166,992 shares; 2025Q4: 2,412,905 shares; 2026Q1: 3,703,084 shares 3,703,084 $138M 8.12% +1,290,179 Timeline DYTA RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792,901 shares; 2024Q4: 1,904,292 shares; 2025Q1: 2,096,271 shares; 2025Q2: 2,143,924 shares; 2025Q3: 2,125,574 shares; 2025Q4: 2,134,748 shares; 2026Q1: 3,002,332 shares 3,002,332 $83.9M 4.95% +867,584 Timeline GINX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,564,576 shares; 2024Q4: 2,823,061 shares; 2025Q1: 2,799,503 shares; 2025Q2: 2,755,576 shares; 2025Q3: 2,652,106 shares; 2025Q4: 2,311,494 shares; 2026Q1: 2,546,955 shares 2,546,955 $83.2M 4.91% +235,461 Timeline QXQ RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,588 shares; 2024Q4: 730,362 shares; 2025Q1: 1,116,580 shares; 2025Q2: 1,201,502 shares; 2025Q3: 1,335,130 shares; 2025Q4: 1,963,766 shares; 2026Q1: 2,670,413 shares 2,670,413 $68.5M 4.04% +706,647 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 10,297 shares; 2025Q1: 56,551 shares; 2025Q2: 57,543 shares; 2025Q3: 58,728 shares; 2025Q4: 60,087 shares; 2026Q1: 346,492 shares 346,492 $33.1M 1.95% +286,405 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: 151,480 shares; 2024Q4: 126,276 shares; 2025Q1: 20,415 shares; 2025Q2: 31,798 shares; 2025Q3: 32,234 shares; 2025Q4: 145,607 shares; 2026Q1: 158,002 shares 158,002 $27.6M 1.63% +12,395 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: 81,314 shares; 2024Q4: 67,595 shares; 2025Q1: 42,344 shares; 2025Q2: 94,959 shares; 2025Q3: 94,682 shares; 2025Q4: 106,487 shares; 2026Q1: 106,644 shares 106,644 $27.1M 1.6% +157 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: 44,787 shares; 2024Q4: 34,055 shares; 2025Q1: 19,644 shares; 2025Q2: 48,625 shares; 2025Q3: 47,741 shares; 2025Q4: 44,459 shares; 2026Q1: 51,286 shares 51,286 $19M 1.12% +6,827 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: 8,175 shares; 2024Q4: 36,810 shares; 2025Q1: 37,030 shares; 2025Q2: 37,449 shares; 2025Q3: 37,487 shares; 2025Q4: 49,070 shares; 2026Q1: 49,075 shares 49,075 $18.2M 1.08% +5 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 527,036 shares; 2025Q2: 635,596 shares; 2025Q3: 741,627 shares; 2025Q4: 1,069,063 shares; 2026Q1: 328,991 shares 328,991 $15M 0.89% -740,072 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: 132,792 shares; 2024Q4: 131,686 shares; 2025Q1: 4,397 shares; 2025Q2: 45,816 shares; 2025Q3: 45,796 shares; 2025Q4: 48,342 shares; 2026Q1: 46,207 shares 46,207 $13.3M 0.78% -2,135 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: 40,222 shares; 2024Q4: 30,599 shares; 2025Q1: 24,052 shares; 2025Q2: 22,809 shares; 2025Q3: 20,683 shares; 2025Q4: 24,290 shares; 2026Q1: 22,069 shares 22,069 $12.6M 0.74% -2,221 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: 8,767 shares; 2024Q4: 7,242 shares; 2025Q1: 5,914 shares; 2025Q2: 12,315 shares; 2025Q3: 12,960 shares; 2025Q4: 14,519 shares; 2026Q1: 11,951 shares 11,951 $11.9M 0.7% -2,568 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,530 shares; 2024Q4: 25,288 shares; 2025Q1: 23,734 shares; 2025Q2: 23,329 shares; 2025Q3: 21,292 shares; 2025Q4: 19,948 shares; 2026Q1: 182,398 shares 182,398 $11.7M 0.69% +162,450 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: 16,065 shares; 2024Q4: 9,697 shares; 2025Q1: 7,848 shares; 2025Q2: 4,035 shares; 2025Q3: 10,919 shares; 2025Q4: 11,170 shares; 2026Q1: 10,816 shares 10,816 $9.95M 0.59% -354 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,864 shares; 2025Q2: 295,420 shares; 2025Q3: 338,424 shares; 2025Q4: 486,940 shares; 2026Q1: 211,334 shares 211,334 $9.91M 0.58% -275,606 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: 10,752 shares; 2024Q4: 10,712 shares; 2025Q1: 9,401 shares; 2025Q2: 9,003 shares; 2025Q3: 8,043 shares; 2025Q4: 8,119 shares; 2026Q1: 180,778 shares 180,778 $9.77M 0.58% +172,659 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: 166,707 shares; 2024Q4: 290,029 shares; 2025Q1: 174,750 shares; 2025Q2: 175,710 shares; 2025Q3: 207,219 shares; 2025Q4: 145,326 shares; 2026Q1: 110,952 shares 110,952 $9.46M 0.56% -34,374 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: 13,269 shares; 2024Q4: 3,439 shares; 2025Q1: 47,158 shares; 2025Q2: 107,514 shares; 2025Q3: 119,199 shares; 2025Q4: 76,236 shares; 2026Q1: 60,710 shares 60,710 $9.43M 0.56% -15,526 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,493 shares; 2024Q4: 22,359 shares; 2025Q1: 46,612 shares; 2025Q2: 48,480 shares; 2025Q3: 49,212 shares; 2025Q4: 51,904 shares; 2026Q1: 188,528 shares 188,528 $9.42M 0.56% +136,624 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: 79,853 shares; 2024Q4: 50,983 shares; 2025Q1: 5,866 shares; 2025Q2: 22,216 shares; 2025Q3: 21,950 shares; 2025Q4: 42,961 shares; 2026Q1: 42,948 shares 42,948 $8.95M 0.53% -13 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: 8,355 shares; 2024Q4: 16,333 shares; 2025Q1: 16,290 shares; 2025Q2: 16,586 shares; 2025Q3: 16,496 shares; 2025Q4: 16,221 shares; 2026Q1: 322,298 shares 322,298 $8.58M 0.51% +306,077 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: 20,546 shares; 2024Q4: 21,889 shares; 2025Q1: 18,851 shares; 2025Q2: 13,000 shares; 2025Q3: 878 shares; 2025Q4: 8,703 shares; 2026Q1: 17,886 shares 17,886 $8.57M 0.51% +9,183 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: 7,565 shares; 2024Q4: 8,657 shares; 2025Q1: 16,788 shares; 2025Q2: 48,602 shares; 2025Q3: 43,090 shares; 2025Q4: 87,581 shares; 2026Q1: 76,322 shares 76,322 $8.26M 0.49% -11,259 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: 152,669 shares; 2024Q4: 200,024 shares; 2025Q1: 89,007 shares; 2025Q2: 155,750 shares; 2025Q3: 132,632 shares; 2025Q4: 71,272 shares; 2026Q1: 67,598 shares 67,598 $8.13M 0.48% -3,674 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,857 shares 105,857 $8.01M 0.47% new Timeline HYG 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: 230,901 shares; 2024Q4: 245,883 shares; 2025Q1: 79,334 shares; 2025Q2: 75,809 shares; 2025Q3: 74,634 shares; 2025Q4: 74,098 shares; 2026Q1: 99,231 shares 99,231 $7.89M 0.47% +25,133 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: 23,227 shares; 2024Q4: 18,116 shares; 2025Q1: 15,089 shares; 2025Q2: 18,815 shares; 2025Q3: 21,610 shares; 2025Q4: 16,325 shares; 2026Q1: 15,778 shares 15,778 $7.88M 0.47% -547 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,080 shares; 2024Q4: 536,876 shares; 2025Q1: 578,176 shares; 2025Q2: 596,703 shares; 2025Q3: 605,293 shares; 2025Q4: 613,396 shares; 2026Q1: 78,176 shares 78,176 $7.76M 0.46% -535,220 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: 30,908 shares; 2024Q4: 2,526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,160 shares; 2025Q4: 34,585 shares; 2026Q1: 22,803 shares 22,803 $7.7M 0.45% -11,782 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: 11,868 shares; 2024Q4: 10,114 shares; 2025Q1: 2,772 shares; 2025Q2: not reported; 2025Q3: 19,623 shares; 2025Q4: 9,822 shares; 2026Q1: 9,804 shares 9,804 $7.58M 0.45% -18 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,585 shares; 2025Q2: 147,143 shares; 2025Q3: 151,619 shares; 2025Q4: 156,122 shares; 2026Q1: 185,262 shares 185,262 $7.44M 0.44% +29,140 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: 9,054 shares; 2024Q4: 2,147 shares; 2025Q1: 2,191 shares; 2025Q2: 1,138 shares; 2025Q3: 1,472 shares; 2025Q4: 21,302 shares; 2026Q1: 22,688 shares 22,688 $7.02M 0.41% +1,386 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: 2,865 shares; 2024Q4: 2,652 shares; 2025Q1: 2,232 shares; 2025Q2: 2,284 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,170 shares 73,170 $6.87M 0.41% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266,975 shares 266,975 $6.7M 0.4% new 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: 85,552 shares; 2024Q4: 77,624 shares; 2025Q1: 31,023 shares; 2025Q2: 54,389 shares; 2025Q3: 50,702 shares; 2025Q4: 33,480 shares; 2026Q1: 30,446 shares 30,446 $6.04M 0.36% -3,034 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: 31,835 shares; 2024Q4: 9,071 shares; 2025Q1: 3,132 shares; 2025Q2: 38,624 shares; 2025Q3: 14,765 shares; 2025Q4: 19,563 shares; 2026Q1: 20,206 shares 20,206 $5.94M 0.35% +643 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,182 shares; 2024Q4: 47,314 shares; 2025Q1: 39,539 shares; 2025Q2: 38,324 shares; 2025Q3: 40,438 shares; 2025Q4: 27,645 shares; 2026Q1: 28,943 shares 28,943 $5.88M 0.35% +1,298 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 8,605 shares; 2025Q1: 12,058 shares; 2025Q2: 73,872 shares; 2025Q3: 58,900 shares; 2025Q4: 34,530 shares; 2026Q1: 34,502 shares 34,502 $5.85M 0.35% -28 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121,025 shares; 2025Q4: 87,804 shares; 2026Q1: 78,987 shares 78,987 $5.72M 0.34% -8,817 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,375 shares; 2024Q4: 22,436 shares; 2025Q1: 21,782 shares; 2025Q2: 29,516 shares; 2025Q3: 38,790 shares; 2025Q4: 53,460 shares; 2026Q1: 38,444 shares 38,444 $5.62M 0.33% -15,016 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: not reported; 2024Q4: 232,648 shares; 2025Q1: 195,496 shares; 2025Q2: 115,740 shares; 2025Q3: 111,530 shares; 2025Q4: 76,986 shares; 2026Q1: 70,243 shares 70,243 $5.45M 0.32% -6,743 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: 40,972 shares; 2024Q4: 19,064 shares; 2025Q1: 2,290 shares; 2025Q2: 25,989 shares; 2025Q3: 26,307 shares; 2025Q4: 18,301 shares; 2026Q1: 18,563 shares 18,563 $5.33M 0.31% +262 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,291 shares; 2025Q2: 107,572 shares; 2025Q3: 104,811 shares; 2025Q4: 62,126 shares; 2026Q1: 56,059 shares 56,059 $5.28M 0.31% -6,067 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,103 shares; 2024Q4: 154,314 shares; 2025Q1: 201,208 shares; 2025Q2: 92,676 shares; 2025Q3: 40,610 shares; 2025Q4: 65,197 shares; 2026Q1: 63,001 shares 63,001 $5.16M 0.3% -2,196 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,766 shares; 2024Q4: 2,851 shares; 2025Q1: 10,829 shares; 2025Q2: 12,623 shares; 2025Q3: 9,209 shares; 2025Q4: 12,882 shares; 2026Q1: 14,678 shares 14,678 $4.96M 0.29% +1,796 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: 10,256 shares; 2025Q1: not reported; 2025Q2: 1,810 shares; 2025Q3: 2,312 shares; 2025Q4: 15,354 shares; 2026Q1: 32,355 shares 32,355 $4.73M 0.28% +17,001 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,488 shares; 2025Q2: 125,894 shares; 2025Q3: 118,218 shares; 2025Q4: 79,199 shares; 2026Q1: 79,055 shares 79,055 $4.47M 0.26% -144 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: 138,854 shares; 2024Q4: 88,121 shares; 2025Q1: 150,786 shares; 2025Q2: 23,503 shares; 2025Q3: not reported; 2025Q4: 21,478 shares; 2026Q1: 58,382 shares 58,382 $4.44M 0.26% +36,904 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,192 shares; 2024Q4: 9,186 shares; 2025Q1: 9,150 shares; 2025Q2: 9,741 shares; 2025Q3: 12,334 shares; 2025Q4: 13,023 shares; 2026Q1: 12,572 shares 12,572 $4.03M 0.24% -451 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 9,048 shares; 2025Q1: 2,621 shares; 2025Q2: 2,601 shares; 2025Q3: 1,841 shares; 2025Q4: 3,664 shares; 2026Q1: 4,768 shares 4,768 $3.52M 0.21% +1,104 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,999 shares; 2024Q4: 36,081 shares; 2025Q1: 14,058 shares; 2025Q2: 18,333 shares; 2025Q3: 15,006 shares; 2025Q4: 6,156 shares; 2026Q1: 5,917 shares 5,917 $3.51M 0.21% -239 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: 47,544 shares; 2024Q4: 9,619 shares; 2025Q1: 68,435 shares; 2025Q2: 29,101 shares; 2025Q3: 64,816 shares; 2025Q4: 23,683 shares; 2026Q1: 25,180 shares 25,180 $3.18M 0.19% +1,497 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: 11,646 shares; 2024Q4: 13,265 shares; 2025Q1: 3,279 shares; 2025Q2: 14,214 shares; 2025Q3: 13,929 shares; 2025Q4: 16,916 shares; 2026Q1: 14,575 shares 14,575 $3.17M 0.19% -2,341 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: 51,278 shares; 2024Q4: 97,556 shares; 2025Q1: 14,148 shares; 2025Q2: 42,258 shares; 2025Q3: 41,417 shares; 2025Q4: 48,248 shares; 2026Q1: 65,032 shares 65,032 $3.17M 0.19% +16,784 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: 9,041 shares; 2024Q4: not reported; 2025Q1: 16,505 shares; 2025Q2: 49,685 shares; 2025Q3: 47,606 shares; 2025Q4: 63,955 shares; 2026Q1: 64,110 shares 64,110 $3.14M 0.19% +155 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,787 shares; 2025Q1: 15,222 shares; 2025Q2: 15,239 shares; 2025Q3: 18,844 shares; 2025Q4: 18,703 shares; 2026Q1: 65,080 shares 65,080 $3.13M 0.18% +46,377 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,077 shares; 2026Q1: 33,475 shares 33,475 $3.11M 0.18% +27,398 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,081 shares; 2026Q1: 55,744 shares 55,744 $3.11M 0.18% +5,663 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,600 shares; 2024Q4: 82,108 shares; 2025Q1: 59,741 shares; 2025Q2: 48,523 shares; 2025Q3: 61,714 shares; 2025Q4: 25,205 shares; 2026Q1: 14,603 shares 14,603 $3.09M 0.18% -10,602 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: 5,999 shares; 2024Q4: 484 shares; 2025Q1: 688 shares; 2025Q2: 8,028 shares; 2025Q3: 2,155 shares; 2025Q4: 2,257 shares; 2026Q1: 5,139 shares 5,139 $3.07M 0.18% +2,882 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,811 shares; 2026Q1: 27,005 shares 27,005 $3.06M 0.18% -806 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,435 shares; 2025Q1: 89,848 shares; 2025Q2: 89,179 shares; 2025Q3: 89,605 shares; 2025Q4: 80,164 shares; 2026Q1: 85,042 shares 85,042 $2.92M 0.17% +4,878 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,861 shares; 2025Q1: 63,897 shares; 2025Q2: 62,847 shares; 2025Q3: 62,349 shares; 2025Q4: 67,640 shares; 2026Q1: 58,169 shares 58,169 $2.89M 0.17% -9,471 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: not reported; 2025Q1: 56,741 shares; 2025Q2: 87,613 shares; 2025Q3: 112,776 shares; 2025Q4: 162,371 shares; 2026Q1: 59,529 shares 59,529 $2.88M 0.17% -102,842 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: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,586 shares; 2025Q2: 4,553 shares; 2025Q3: 7,443 shares; 2025Q4: 12,571 shares; 2026Q1: 9,130 shares 9,130 $2.87M 0.17% -3,441 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: 5,784 shares; 2024Q4: 3,811 shares; 2025Q1: 2,982 shares; 2025Q2: 2,658 shares; 2025Q3: 2,725 shares; 2025Q4: 15,537 shares; 2026Q1: 13,712 shares 13,712 $2.84M 0.17% -1,825 Timeline EDIV 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: not reported; 2024Q4: 139,626 shares; 2025Q1: 57,804 shares; 2025Q2: 57,204 shares; 2025Q3: 62,056 shares; 2025Q4: 62,446 shares; 2026Q1: 71,161 shares 71,161 $2.81M 0.17% +8,715 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: 52,340 shares; 2024Q4: 73,829 shares; 2025Q1: 230,921 shares; 2025Q2: 245,924 shares; 2025Q3: 130,768 shares; 2025Q4: 40,325 shares; 2026Q1: 42,414 shares 42,414 $2.72M 0.16% +2,089 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: 364 shares; 2024Q4: 695 shares; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 334 shares; 2025Q4: 606 shares; 2026Q1: 636 shares 636 $2.68M 0.16% +30 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,772 shares; 2025Q1: 52,781 shares; 2025Q2: 266,698 shares; 2025Q3: 263,075 shares; 2025Q4: 91,246 shares; 2026Q1: 57,087 shares 57,087 $2.66M 0.16% -34,159 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: 6,706 shares; 2024Q4: 4,945 shares; 2025Q1: 9,157 shares; 2025Q2: 13,073 shares; 2025Q3: 6,879 shares; 2025Q4: 12,478 shares; 2026Q1: 17,744 shares 17,744 $2.56M 0.15% +5,266 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: 4,754 shares; 2024Q4: 2,685 shares; 2025Q1: 2,436 shares; 2025Q2: 43,971 shares; 2025Q3: 12,392 shares; 2025Q4: 12,857 shares; 2026Q1: 10,332 shares 10,332 $2.53M 0.15% -2,525 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: 32,363 shares; 2024Q4: 32,624 shares; 2025Q1: 6,917 shares; 2025Q2: 30,543 shares; 2025Q3: 39,440 shares; 2025Q4: 34,358 shares; 2026Q1: 31,678 shares 31,678 $2.46M 0.15% -2,680 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,388 shares; 2024Q4: 16,799 shares; 2025Q1: 20,122 shares; 2025Q2: 28,398 shares; 2025Q3: 6,544 shares; 2025Q4: 6,979 shares; 2026Q1: 4,064 shares 4,064 $2.46M 0.14% -2,915 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: not reported; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 1,334 shares; 2025Q3: 1,113 shares; 2025Q4: 7,737 shares; 2026Q1: 7,849 shares 7,849 $2.37M 0.14% +112 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,096 shares; 2024Q4: 54,836 shares; 2025Q1: 48,351 shares; 2025Q2: 43,089 shares; 2025Q3: 50,391 shares; 2025Q4: 25,518 shares; 2026Q1: 24,536 shares 24,536 $2.31M 0.14% -982 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: 999 shares; 2024Q4: 954 shares; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 931 shares; 2025Q4: 23,800 shares; 2026Q1: 23,806 shares 23,806 $2.29M 0.14% +6 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: 11,160 shares; 2024Q4: 19,113 shares; 2025Q1: 37,406 shares; 2025Q2: 54,407 shares; 2025Q3: 31,982 shares; 2025Q4: 8,676 shares; 2026Q1: 6,869 shares 6,869 $2.26M 0.13% -1,807 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,671 shares 72,671 $2.26M 0.13% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,577 shares; 2024Q4: 32,060 shares; 2025Q1: 10,878 shares; 2025Q2: 11,516 shares; 2025Q3: 36,155 shares; 2025Q4: 24,804 shares; 2026Q1: 17,083 shares 17,083 $2.25M 0.13% -7,721 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,343 shares 36,343 $2.23M 0.13% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,647 shares; 2024Q4: 20,144 shares; 2025Q1: 8,303 shares; 2025Q2: 8,079 shares; 2025Q3: 7,870 shares; 2025Q4: 4,984 shares; 2026Q1: 2,549 shares 2,549 $2.21M 0.13% -2,435 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,558 shares; 2024Q4: 729,200 shares; 2025Q1: 350,739 shares; 2025Q2: 181,653 shares; 2025Q3: 85,202 shares; 2025Q4: 104,373 shares; 2026Q1: 116,494 shares 116,494 $2.16M 0.13% +12,121 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 182 shares; 2025Q1: 85 shares; 2025Q2: 137 shares; 2025Q3: 319 shares; 2025Q4: 913 shares; 2026Q1: 634 shares 634 $2.14M 0.13% -279 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: 62,255 shares; 2024Q4: 58,965 shares; 2025Q1: 24,097 shares; 2025Q2: 1,294 shares; 2025Q3: 1,141 shares; 2025Q4: 10,448 shares; 2026Q1: 10,252 shares 10,252 $2.13M 0.13% -196 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: not reported; 2024Q4: not reported; 2025Q1: 13,156 shares; 2025Q2: 7,663 shares; 2025Q3: 7,337 shares; 2025Q4: 5,096 shares; 2026Q1: 7,276 shares 7,276 $2.12M 0.13% +2,180 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: 48,279 shares; 2024Q4: 98,722 shares; 2025Q1: 13,274 shares; 2025Q2: 13,407 shares; 2025Q3: 13,143 shares; 2025Q4: 15,396 shares; 2026Q1: 16,465 shares 16,465 $2.12M 0.13% +1,069 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,284 shares; 2024Q4: 22,761 shares; 2025Q1: 2,986 shares; 2025Q2: 2,675 shares; 2025Q3: 3,472 shares; 2025Q4: 3,394 shares; 2026Q1: 3,651 shares 3,651 $2.11M 0.12% +257 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,371 shares; 2024Q4: 17,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,175 shares; 2025Q4: 6,348 shares; 2026Q1: 6,365 shares 6,365 $2.08M 0.12% +17 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,165 shares; 2024Q4: 11,453 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,247 shares; 2026Q1: 15,215 shares 15,215 $2.06M 0.12% -5,032 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,982 shares; 2024Q4: 76,429 shares; 2025Q1: 11,445 shares; 2025Q2: 11,976 shares; 2025Q3: 11,918 shares; 2025Q4: 13,302 shares; 2026Q1: 20,780 shares 20,780 $2.04M 0.12% +7,478 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: 2,057 shares; 2024Q4: 2,047 shares; 2025Q1: 1,837 shares; 2025Q2: 15,468 shares; 2025Q3: 13,060 shares; 2025Q4: 10,308 shares; 2026Q1: 6,795 shares 6,795 $2.01M 0.12% -3,513 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: 33,252 shares; 2025Q1: 23,037 shares; 2025Q2: 132,446 shares; 2025Q3: 92,381 shares; 2025Q4: 50,165 shares; 2026Q1: 16,003 shares 16,003 $1.97M 0.12% -34,162 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 475 shares; 2025Q1: 2,995 shares; 2025Q2: 2,968 shares; 2025Q3: 12,681 shares; 2025Q4: 11,913 shares; 2026Q1: 7,979 shares 7,979 $1.94M 0.11% -3,934 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,543 shares; 2025Q3: 34,408 shares; 2025Q4: 24,193 shares; 2026Q1: 17,346 shares 17,346 $1.91M 0.11% -6,847 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,632 shares; 2024Q4: 539,796 shares; 2025Q1: 178,775 shares; 2025Q2: 139,298 shares; 2025Q3: 145,917 shares; 2025Q4: 80,988 shares; 2026Q1: 87,242 shares 87,242 $1.89M 0.11% +6,254 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,712 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,822 shares 25,822 $1.89M 0.11% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,107 shares; 2025Q3: 36,557 shares; 2025Q4: 23,879 shares; 2026Q1: 10,061 shares 10,061 $1.86M 0.11% -13,818 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,546 shares; 2024Q4: 53,110 shares; 2025Q1: not reported; 2025Q2: 2,297 shares; 2025Q3: 3,034 shares; 2025Q4: 8,644 shares; 2026Q1: 14,194 shares 14,194 $1.76M 0.1% +5,550 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: 5,175 shares; 2024Q4: 3,968 shares; 2025Q1: 6,474 shares; 2025Q2: 5,986 shares; 2025Q3: 5,871 shares; 2025Q4: 6,679 shares; 2026Q1: 6,520 shares 6,520 $1.76M 0.1% -159 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,381 shares; 2024Q4: 19,777 shares; 2025Q1: 22,154 shares; 2025Q2: 26,908 shares; 2025Q3: 36,512 shares; 2025Q4: 39,599 shares; 2026Q1: 41,333 shares 41,333 $1.76M 0.1% +1,734 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: 5,790 shares; 2024Q4: 4,977 shares; 2025Q1: 3,570 shares; 2025Q2: 3,912 shares; 2025Q3: 4,974 shares; 2025Q4: 4,204 shares; 2026Q1: 3,896 shares 3,896 $1.74M 0.1% -308 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,593 shares; 2025Q1: 5,273 shares; 2025Q2: 17,328 shares; 2025Q3: 25,234 shares; 2025Q4: 17,679 shares; 2026Q1: 6,923 shares 6,923 $1.72M 0.1% -10,756 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,370 shares; 2024Q4: 140,284 shares; 2025Q1: 192,909 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,328 shares 18,328 $1.7M 0.1% new 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: 14,791 shares; 2024Q4: 13,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,231 shares; 2026Q1: 60,350 shares 60,350 $1.7M 0.1% +18,119 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,080 shares; 2025Q1: 35,070 shares; 2025Q2: 45,303 shares; 2025Q3: 45,329 shares; 2025Q4: 30,861 shares; 2026Q1: 12,051 shares 12,051 $1.68M 0.1% -18,810 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: 2,359 shares; 2024Q4: 6,925 shares; 2025Q1: 10,109 shares; 2025Q2: 22,780 shares; 2025Q3: 4,381 shares; 2025Q4: not reported; 2026Q1: 8,308 shares 8,308 $1.64M 0.1% new Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,088 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,340 shares; 2025Q4: 25,712 shares; 2026Q1: 22,776 shares 22,776 $1.64M 0.1% -2,936 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: 27,365 shares; 2024Q4: 11,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,933 shares; 2025Q4: 24,897 shares; 2026Q1: 26,658 shares 26,658 $1.62M 0.1% +1,761 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: 11,904 shares; 2024Q4: 5,735 shares; 2025Q1: 1,044 shares; 2025Q2: 1,082 shares; 2025Q3: 1,068 shares; 2025Q4: 3,664 shares; 2026Q1: 8,096 shares 8,096 $1.6M 0.09% +4,432 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,781 shares; 2024Q4: 33,880 shares; 2025Q1: 8,062 shares; 2025Q2: 18,697 shares; 2025Q3: 24,353 shares; 2025Q4: 30,672 shares; 2026Q1: 30,022 shares 30,022 $1.59M 0.09% -650 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: 73,473 shares; 2024Q4: 56,986 shares; 2025Q1: 45,471 shares; 2025Q2: 45,395 shares; 2025Q3: not reported; 2025Q4: 21,055 shares; 2026Q1: 22,337 shares 22,337 $1.59M 0.09% +1,282 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: 22,715 shares; 2024Q4: 29,652 shares; 2025Q1: 20,857 shares; 2025Q2: 7,495 shares; 2025Q3: 1,194 shares; 2025Q4: 1,178 shares; 2026Q1: 3,618 shares 3,618 $1.57M 0.09% +2,440 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: 30,640 shares; 2024Q4: 62,604 shares; 2025Q1: 13,057 shares; 2025Q2: 4,697 shares; 2025Q3: 4,399 shares; 2025Q4: 13,281 shares; 2026Q1: 13,637 shares 13,637 $1.55M 0.09% +356 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,974 shares; 2025Q4: 15,663 shares; 2026Q1: 15,943 shares 15,943 $1.53M 0.09% +280 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: 3,885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares; 2025Q3: 1,668 shares; 2025Q4: 8,475 shares; 2026Q1: 7,475 shares 7,475 $1.52M 0.09% -1,000 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,180 shares; 2026Q1: 18,653 shares 18,653 $1.52M 0.09% +11,473 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,027 shares; 2025Q1: not reported; 2025Q2: 4,244 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 5,266 shares 5,266 $1.48M 0.09% +4,104 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,731 shares; 2025Q4: 67,550 shares; 2026Q1: 63,936 shares 63,936 $1.48M 0.09% -3,614 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: 4,302 shares 4,302 $1.48M 0.09% +3,072 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 2,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 2,470 shares; 2026Q1: 2,018 shares 2,018 $1.43M 0.08% -452 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,056 shares; 2025Q2: 13,831 shares; 2025Q3: 59,797 shares; 2025Q4: 60,168 shares; 2026Q1: 67,580 shares 67,580 $1.43M 0.08% +7,412 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 37,761 shares; 2025Q4: 37,832 shares; 2026Q1: 37,832 shares 37,832 $1.41M 0.08% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,773 shares; 2024Q4: 11,445 shares; 2025Q1: 21,799 shares; 2025Q2: 47,481 shares; 2025Q3: 45,928 shares; 2025Q4: 46,417 shares; 2026Q1: 44,820 shares 44,820 $1.4M 0.08% -1,597 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,731 shares; 2024Q4: 63,058 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,224 shares; 2025Q4: 1,212 shares; 2026Q1: 5,316 shares 5,316 $1.39M 0.08% +4,104 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,665 shares; 2025Q4: 261,121 shares; 2026Q1: 153,593 shares 153,593 $1.38M 0.08% -107,528 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,329 shares; 2025Q1: 11,679 shares; 2025Q2: 30,123 shares; 2025Q3: 9,692 shares; 2025Q4: 24,416 shares; 2026Q1: 24,391 shares 24,391 $1.37M 0.08% -25 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,277 shares; 2026Q1: 19,927 shares 19,927 $1.36M 0.08% +15,650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,800 shares; 2025Q3: 11,143 shares; 2025Q4: 7,177 shares; 2026Q1: 8,074 shares 8,074 $1.33M 0.08% +897 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,105 shares; 2025Q3: 9,122 shares; 2025Q4: 27,238 shares; 2026Q1: 26,554 shares 26,554 $1.33M 0.08% -684 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,117 shares; 2024Q4: 120,327 shares; 2025Q1: 44,956 shares; 2025Q2: 53,559 shares; 2025Q3: 49,395 shares; 2025Q4: 31,624 shares; 2026Q1: 15,678 shares 15,678 $1.33M 0.08% -15,946 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: 76,493 shares; 2024Q4: 6,384 shares; 2025Q1: not reported; 2025Q2: 12,198 shares; 2025Q3: 46,157 shares; 2025Q4: 53,038 shares; 2026Q1: 22,164 shares 22,164 $1.3M 0.08% -30,874 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,416 shares; 2025Q2: 5,268 shares; 2025Q3: 3,807 shares; 2025Q4: 2,999 shares; 2026Q1: 3,193 shares 3,193 $1.3M 0.08% +194 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 15,043 shares; 2025Q1: 17,129 shares; 2025Q2: 21,044 shares; 2025Q3: 28,615 shares; 2025Q4: 31,104 shares; 2026Q1: 32,335 shares 32,335 $1.3M 0.08% +1,231 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 11,960 shares; 2025Q1: 13,605 shares; 2025Q2: 14,644 shares; 2025Q3: 13,166 shares; 2025Q4: 12,125 shares; 2026Q1: 12,280 shares 12,280 $1.3M 0.08% +155 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,516 shares; 2024Q4: 24,972 shares; 2025Q1: 20,564 shares; 2025Q2: 15,181 shares; 2025Q3: 14,255 shares; 2025Q4: 9,611 shares; 2026Q1: 4,421 shares 4,421 $1.29M 0.08% -5,190 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,379 shares; 2024Q4: 53,750 shares; 2025Q1: 54,437 shares; 2025Q2: 13,563 shares; 2025Q3: 17,110 shares; 2025Q4: 46,817 shares; 2026Q1: 46,321 shares 46,321 $1.27M 0.08% -496 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,975 shares; 2024Q4: 14,319 shares; 2025Q1: 18,223 shares; 2025Q2: 10,765 shares; 2025Q3: 10,765 shares; 2025Q4: 9,695 shares; 2026Q1: 9,449 shares 9,449 $1.27M 0.07% -246 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 6,131 shares; 2025Q1: 9,234 shares; 2025Q2: 9,917 shares; 2025Q3: 9,589 shares; 2025Q4: 11,867 shares; 2026Q1: 7,621 shares 7,621 $1.25M 0.07% -4,246 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,460 shares; 2025Q1: 32,735 shares; 2025Q2: 33,305 shares; 2025Q3: 36,919 shares; 2025Q4: 36,702 shares; 2026Q1: 36,582 shares 36,582 $1.25M 0.07% -120 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: 2,863 shares; 2024Q4: 749 shares; 2025Q1: 1,171 shares; 2025Q2: 3,047 shares; 2025Q3: 1,652 shares; 2025Q4: 1,738 shares; 2026Q1: 1,903 shares 1,903 $1.24M 0.07% +165 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,823 shares; 2026Q1: 10,309 shares 10,309 $1.22M 0.07% -4,514 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,422 shares; 2025Q1: 2,685 shares; 2025Q2: 17,648 shares; 2025Q3: 17,752 shares; 2025Q4: 4,395 shares; 2026Q1: 13,425 shares 13,425 $1.21M 0.07% +9,030 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,483 shares; 2026Q1: 40,350 shares 40,350 $1.2M 0.07% +4,867 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,004 shares; 2024Q4: 24,254 shares; 2025Q1: 24,254 shares; 2025Q2: 25,744 shares; 2025Q3: 25,744 shares; 2025Q4: 25,794 shares; 2026Q1: 25,147 shares 25,147 $1.2M 0.07% -647 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 3,973 shares; 2025Q2: 14,813 shares; 2025Q3: 16,452 shares; 2025Q4: 16,277 shares; 2026Q1: 16,432 shares 16,432 $1.19M 0.07% +155 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,121 shares; 2025Q4: 28,687 shares; 2026Q1: 18,165 shares 18,165 $1.19M 0.07% -10,522 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: 23,932 shares; 2024Q4: 23,938 shares; 2025Q1: 3,597 shares; 2025Q2: 3,597 shares; 2025Q3: 3,453 shares; 2025Q4: 6,503 shares; 2026Q1: 6,378 shares 6,378 $1.19M 0.07% -125 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,604 shares; 2024Q4: 30,481 shares; 2025Q1: 14,250 shares; 2025Q2: 14,358 shares; 2025Q3: 22,782 shares; 2025Q4: 22,215 shares; 2026Q1: 29,441 shares 29,441 $1.19M 0.07% +7,226 Timeline ROG ROGERS CORP More: the full row for ROGERS 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: 11,856 shares; 2025Q3: not reported; 2025Q4: 15,399 shares; 2026Q1: 11,091 shares 11,091 $1.19M 0.07% -4,308 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,174 shares; 2024Q4: 23,793 shares; 2025Q1: 23,990 shares; 2025Q2: 20,667 shares; 2025Q3: 20,422 shares; 2025Q4: 20,488 shares; 2026Q1: 20,231 shares 20,231 $1.18M 0.07% -257 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,539 shares; 2025Q4: 23,874 shares; 2026Q1: 23,509 shares 23,509 $1.18M 0.07% -365 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: 2,557 shares; 2024Q4: 2,058 shares; 2025Q1: not reported; 2025Q2: 50,065 shares; 2025Q3: 44,259 shares; 2025Q4: 8,006 shares; 2026Q1: 8,014 shares 8,014 $1.18M 0.07% +8 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,303 shares; 2025Q1: 5,352 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,864 shares; 2026Q1: 6,111 shares 6,111 $1.18M 0.07% +247 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: 16,009 shares; 2024Q4: 10,739 shares; 2025Q1: 7,126 shares; 2025Q2: 15,194 shares; 2025Q3: not reported; 2025Q4: 9,481 shares; 2026Q1: 8,965 shares 8,965 $1.17M 0.07% -516 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 8,960 shares; 2025Q1: 14,830 shares; 2025Q2: 14,897 shares; 2025Q3: 14,403 shares; 2025Q4: 11,904 shares; 2026Q1: 10,552 shares 10,552 $1.17M 0.07% -1,352 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 34,497 shares; 2025Q4: 58,007 shares; 2026Q1: 66,942 shares 66,942 $1.16M 0.07% +8,935 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 8,061 shares; 2025Q1: 9,885 shares; 2025Q2: 11,563 shares; 2025Q3: 12,276 shares; 2025Q4: 12,053 shares; 2026Q1: 12,493 shares 12,493 $1.15M 0.07% +440 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 10,631 shares; 2025Q1: 10,745 shares; 2025Q2: 10,477 shares; 2025Q3: 10,606 shares; 2025Q4: 8,051 shares; 2026Q1: 7,093 shares 7,093 $1.13M 0.07% -958 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,610 shares 47,610 $1.13M 0.07% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,109 shares; 2025Q3: 54,027 shares; 2025Q4: 14,096 shares; 2026Q1: 14,107 shares 14,107 $1.12M 0.07% +11 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,187 shares; 2024Q4: 39,564 shares; 2025Q1: 40,608 shares; 2025Q2: 28,333 shares; 2025Q3: 31,190 shares; 2025Q4: 30,466 shares; 2026Q1: 29,772 shares 29,772 $1.12M 0.07% -694 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,635 shares; 2026Q1: 13,645 shares 13,645 $1.11M 0.07% +11,010 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,168 shares; 2024Q4: 7,505 shares; 2025Q1: not reported; 2025Q2: 2,354 shares; 2025Q3: 3,037 shares; 2025Q4: 7,959 shares; 2026Q1: 9,085 shares 9,085 $1.11M 0.07% +1,126 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,590 shares; 2025Q2: 142,591 shares; 2025Q3: 133,600 shares; 2025Q4: 64,773 shares; 2026Q1: 73,937 shares 73,937 $1.11M 0.07% +9,164 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: 3,059 shares; 2024Q4: 2,989 shares; 2025Q1: 1,553 shares; 2025Q2: 1,624 shares; 2025Q3: 1,638 shares; 2025Q4: 6,705 shares; 2026Q1: 5,697 shares 5,697 $1.11M 0.07% -1,008 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,286 shares 39,286 $1.1M 0.06% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 5,682 shares; 2025Q1: 1,358 shares; 2025Q2: 1,204 shares; 2025Q3: 2,579 shares; 2025Q4: 2,563 shares; 2026Q1: 2,515 shares 2,515 $1.1M 0.06% -48 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,282 shares 1,282 $1.08M 0.06% -84 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,030 shares; 2025Q3: 5,347 shares; 2025Q4: 13,274 shares; 2026Q1: 8,981 shares 8,981 $1.08M 0.06% -4,293 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,412 shares; 2025Q3: not reported; 2025Q4: 4,534 shares; 2026Q1: 3,805 shares 3,805 $1.08M 0.06% -729 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,635 shares; 2025Q4: 21,006 shares; 2026Q1: 19,941 shares 19,941 $1.07M 0.06% -1,065 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED 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: 18,300 shares; 2025Q4: 5,943 shares; 2026Q1: 23,656 shares 23,656 $1.07M 0.06% +17,713 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,826 shares; 2026Q1: 12,097 shares 12,097 $1.07M 0.06% -729 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,927 shares; 2026Q1: 15,335 shares 15,335 $1.06M 0.06% +7,408 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,206 shares; 2026Q1: 4,383 shares 4,383 $1.06M 0.06% +177 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 3,253 shares; 2025Q1: 30,813 shares; 2025Q2: 11,911 shares; 2025Q3: 11,438 shares; 2025Q4: 7,560 shares; 2026Q1: 9,950 shares 9,950 $1.06M 0.06% +2,390 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC 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: 14,430 shares 14,430 $1.05M 0.06% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,157 shares; 2024Q4: 15,728 shares; 2025Q1: 10,385 shares; 2025Q2: 10,096 shares; 2025Q3: 10,907 shares; 2025Q4: 10,906 shares; 2026Q1: 10,388 shares 10,388 $1.05M 0.06% -518 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 13,296 shares; 2025Q1: 13,422 shares; 2025Q2: 13,425 shares; 2025Q3: 13,328 shares; 2025Q4: 13,396 shares; 2026Q1: 13,253 shares 13,253 $1.05M 0.06% -143 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: 21,530 shares; 2024Q4: 27,311 shares; 2025Q1: 35,119 shares; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 7,560 shares; 2026Q1: 7,260 shares 7,260 $1.05M 0.06% -300 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: 11,271 shares; 2024Q4: 4,664 shares; 2025Q1: 1,178 shares; 2025Q2: 2,641 shares; 2025Q3: 2,555 shares; 2025Q4: 4,023 shares; 2026Q1: 3,364 shares 3,364 $1.05M 0.06% -659 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN 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: 33,497 shares; 2025Q4: 33,093 shares; 2026Q1: 31,449 shares 31,449 $1.04M 0.06% -1,644 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,397 shares; 2024Q4: 19,926 shares; 2025Q1: 22,944 shares; 2025Q2: 18,441 shares; 2025Q3: 18,483 shares; 2025Q4: 18,376 shares; 2026Q1: 17,767 shares 17,767 $1.04M 0.06% -609 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,828 shares 21,828 $1.02M 0.06% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,674 shares; 2025Q4: 2,710 shares; 2026Q1: 4,275 shares 4,275 $1.02M 0.06% +1,565 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,157 shares; 2025Q1: 4,879 shares; 2025Q2: 5,026 shares; 2025Q3: 4,827 shares; 2025Q4: 3,458 shares; 2026Q1: 2,905 shares 2,905 $1.02M 0.06% -553 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,430 shares; 2024Q4: 18,670 shares; 2025Q1: 18,474 shares; 2025Q2: 16,548 shares; 2025Q3: 16,716 shares; 2025Q4: 16,672 shares; 2026Q1: 16,088 shares 16,088 $1.01M 0.06% -584 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,723 shares; 2025Q1: 52,451 shares; 2025Q2: 8,322 shares; 2025Q3: not reported; 2025Q4: 35,410 shares; 2026Q1: 34,432 shares 34,432 $998K 0.06% -978 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,998 shares; 2025Q1: 41,791 shares; 2025Q2: 87,057 shares; 2025Q3: 84,342 shares; 2025Q4: 57,951 shares; 2026Q1: 66,755 shares 66,755 $995K 0.06% +8,804 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,118 shares; 2025Q1: 47,088 shares; 2025Q2: 47,750 shares; 2025Q3: 40,587 shares; 2025Q4: 39,995 shares; 2026Q1: 39,606 shares 39,606 $987K 0.06% -389 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: 18,723 shares; 2024Q4: 5,783 shares; 2025Q1: 4,054 shares; 2025Q2: 3,368 shares; 2025Q3: 6,180 shares; 2025Q4: 6,041 shares; 2026Q1: 6,135 shares 6,135 $980K 0.06% +94 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: 24,072 shares; 2025Q3: 46,205 shares; 2025Q4: 40,608 shares; 2026Q1: 21,579 shares 21,579 $980K 0.06% -19,029 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,845 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,339 shares; 2025Q4: 17,975 shares; 2026Q1: 16,948 shares 16,948 $972K 0.06% -1,027 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: 14,193 shares; 2024Q4: not reported; 2025Q1: 48,854 shares; 2025Q2: 15,310 shares; 2025Q3: 16,971 shares; 2025Q4: 12,675 shares; 2026Q1: 8,177 shares 8,177 $970K 0.06% -4,498 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: 7,644 shares; 2024Q4: 7,817 shares; 2025Q1: 6,967 shares; 2025Q2: 29,904 shares; 2025Q3: 27,151 shares; 2025Q4: 7,677 shares; 2026Q1: 4,606 shares 4,606 $967K 0.06% -3,071 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,731 shares; 2025Q1: 15,307 shares; 2025Q2: 14,509 shares; 2025Q3: 13,663 shares; 2025Q4: 13,203 shares; 2026Q1: 13,146 shares 13,146 $964K 0.06% -57 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,675 shares; 2026Q1: 18,442 shares 18,442 $962K 0.06% -233 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 21,320 shares; 2026Q1: 17,657 shares 17,657 $961K 0.06% -3,663 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,006 shares; 2024Q4: 45,783 shares; 2025Q1: 24,435 shares; 2025Q2: 37,720 shares; 2025Q3: 16,466 shares; 2025Q4: 36,318 shares; 2026Q1: 26,128 shares 26,128 $958K 0.06% -10,190 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,806 shares; 2025Q4: 7,052 shares; 2026Q1: 8,849 shares 8,849 $953K 0.06% +1,797 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 13,199 shares; 2025Q1: 11,801 shares; 2025Q2: not reported; 2025Q3: 55,791 shares; 2025Q4: 35,323 shares; 2026Q1: 38,152 shares 38,152 $949K 0.06% +2,829 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: 1,085 shares; 2024Q4: 2,027 shares; 2025Q1: 1,012 shares; 2025Q2: 997 shares; 2025Q3: 1,137 shares; 2025Q4: 1,124 shares; 2026Q1: 5,576 shares 5,576 $943K 0.06% +4,452 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: 70,939 shares; 2024Q4: 65,801 shares; 2025Q1: 43,440 shares; 2025Q2: 82,795 shares; 2025Q3: 67,796 shares; 2025Q4: 7,592 shares; 2026Q1: 7,543 shares 7,543 $937K 0.06% -49 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,507 shares; 2025Q4: 4,095 shares; 2026Q1: 4,097 shares 4,097 $926K 0.05% +2 Timeline HAFC HANMI FINL CORP More: the full row for HANMI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,121 shares; 2025Q1: 26,574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,096 shares 35,096 $925K 0.05% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,835 shares; 2025Q2: 7,812 shares; 2025Q3: 11,557 shares; 2025Q4: 11,874 shares; 2026Q1: 11,644 shares 11,644 $922K 0.05% -230 Timeline SONO SONOS INC More: the full row for SONOS 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: 71,483 shares; 2026Q1: 68,202 shares 68,202 $914K 0.05% -3,281 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: not reported; 2024Q4: not reported; 2025Q1: 24,742 shares; 2025Q2: not reported; 2025Q3: 66,280 shares; 2025Q4: 25,316 shares; 2026Q1: 26,519 shares 26,519 $913K 0.05% +1,203 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,986 shares; 2024Q4: 49,739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,070 shares; 2025Q4: 17,673 shares; 2026Q1: 23,010 shares 23,010 $901K 0.05% +5,337 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: not reported; 2024Q4: 4,069 shares; 2025Q1: 7,095 shares; 2025Q2: 7,010 shares; 2025Q3: 6,810 shares; 2025Q4: 30,485 shares; 2026Q1: 11,012 shares 11,012 $900K 0.05% -19,473 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,624 shares; 2026Q1: 9,800 shares 9,800 $892K 0.05% +2,176 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,896 shares; 2025Q3: 11,490 shares; 2025Q4: 11,411 shares; 2026Q1: 44,332 shares 44,332 $886K 0.05% +32,921 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: 3,450 shares; 2024Q4: 2,773 shares; 2025Q1: 994 shares; 2025Q2: 2,448 shares; 2025Q3: 1,021 shares; 2025Q4: 2,175 shares; 2026Q1: 2,045 shares 2,045 $884K 0.05% -130 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: 1,692 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares; 2026Q1: 1,753 shares 1,753 $869K 0.05% -518 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,982 shares; 2025Q4: 21,349 shares; 2026Q1: 17,205 shares 17,205 $863K 0.05% -4,144 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: 4,103 shares; 2024Q4: 3,799 shares; 2025Q1: 2,648 shares; 2025Q2: 72,288 shares; 2025Q3: 9,943 shares; 2025Q4: 10,434 shares; 2026Q1: 8,337 shares 8,337 $856K 0.05% -2,097 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 735 shares; 2025Q3: 940 shares; 2025Q4: 904 shares; 2026Q1: 2,402 shares 2,402 $850K 0.05% +1,498 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 716 shares; 2025Q1: 904 shares; 2025Q2: 919 shares; 2025Q3: 1,280 shares; 2025Q4: 1,239 shares; 2026Q1: 1,301 shares 1,301 $846K 0.05% +62 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 44,281 shares; 2025Q3: 14,124 shares; 2025Q4: 39,976 shares; 2026Q1: 58,808 shares 58,808 $838K 0.05% +18,832 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,162 shares; 2025Q1: 36,108 shares; 2025Q2: 36,725 shares; 2025Q3: 34,608 shares; 2025Q4: 33,245 shares; 2026Q1: 33,799 shares 33,799 $831K 0.05% +554 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,640 shares; 2026Q1: 15,004 shares 15,004 $828K 0.05% +3,364 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: 443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 1,683 shares 1,683 $827K 0.05% -174 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: 18,038 shares; 2024Q4: 38,310 shares; 2025Q1: 19,486 shares; 2025Q2: 148,550 shares; 2025Q3: 145,415 shares; 2025Q4: 52,352 shares; 2026Q1: 28,752 shares 28,752 $825K 0.05% -23,600 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 3,305 shares; 2025Q1: 3,125 shares; 2025Q2: 3,139 shares; 2025Q3: 2,967 shares; 2025Q4: not reported; 2026Q1: 13,286 shares 13,286 $822K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 2,385 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 4,104 shares; 2026Q1: 4,089 shares 4,089 $814K 0.05% -15 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: 124,499 shares; 2024Q4: 170,906 shares; 2025Q1: 15,274 shares; 2025Q2: not reported; 2025Q3: 22,331 shares; 2025Q4: 17,914 shares; 2026Q1: 16,161 shares 16,161 $813K 0.05% -1,753 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,898 shares; 2026Q1: 66,200 shares 66,200 $812K 0.05% -8,698 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: 10,473 shares; 2024Q4: 8,655 shares; 2025Q1: 20,890 shares; 2025Q2: 19,536 shares; 2025Q3: 14,094 shares; 2025Q4: 18,532 shares; 2026Q1: 6,142 shares 6,142 $811K 0.05% -12,390 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,575 shares; 2025Q2: 63,418 shares; 2025Q3: 60,298 shares; 2025Q4: 55,691 shares; 2026Q1: 43,054 shares 43,054 $808K 0.05% -12,637 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,804 shares; 2025Q3: 37,669 shares; 2025Q4: 35,907 shares; 2026Q1: 28,100 shares 28,100 $806K 0.05% -7,807 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 6,979 shares; 2025Q1: 8,730 shares; 2025Q2: 12,190 shares; 2025Q3: 8,290 shares; 2025Q4: 8,903 shares; 2026Q1: 4,714 shares 4,714 $802K 0.05% -4,189 Timeline CALX CALIX INC More: the full row for CALIX 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: 5,793 shares; 2025Q3: 21,895 shares; 2025Q4: 17,335 shares; 2026Q1: 16,328 shares 16,328 $800K 0.05% -1,007 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,726 shares 37,726 $798K 0.05% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING 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: 66,651 shares; 2026Q1: 42,859 shares 42,859 $798K 0.05% -23,792 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS 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: 42,382 shares; 2025Q3: 30,952 shares; 2025Q4: 55,122 shares; 2026Q1: 53,682 shares 53,682 $796K 0.05% -1,440 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG 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: 17,000 shares; 2026Q1: 23,256 shares 23,256 $795K 0.05% +6,256 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC 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: 3,226 shares; 2025Q3: 8,916 shares; 2025Q4: 8,818 shares; 2026Q1: 8,599 shares 8,599 $793K 0.05% -219 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: 6,143 shares; 2024Q4: 1,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares; 2026Q1: 2,618 shares 2,618 $792K 0.05% +55 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: 13,101 shares; 2024Q4: 2,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,721 shares; 2026Q1: 4,792 shares 4,792 $789K 0.05% -929 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: not reported; 2024Q4: 3,109 shares; 2025Q1: 13,433 shares; 2025Q2: 4,316 shares; 2025Q3: 4,031 shares; 2025Q4: 9,503 shares; 2026Q1: 8,482 shares 8,482 $788K 0.05% -1,021 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,596 shares; 2025Q3: 15,252 shares; 2025Q4: 9,712 shares; 2026Q1: 11,836 shares 11,836 $781K 0.05% +2,124 Timeline HLIT HARMONIC INC More: the full row for HARMONIC 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: 51,760 shares; 2025Q4: 86,740 shares; 2026Q1: 86,740 shares 86,740 $779K 0.05% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,960 shares; 2024Q4: 49,844 shares; 2025Q1: 34,150 shares; 2025Q2: 27,292 shares; 2025Q3: 27,538 shares; 2025Q4: 14,102 shares; 2026Q1: 9,395 shares 9,395 $777K 0.05% -4,707 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 14,552 shares; 2025Q1: not reported; 2025Q2: 12,999 shares; 2025Q3: 12,999 shares; 2025Q4: 12,999 shares; 2026Q1: 18,350 shares 18,350 $775K 0.05% +5,351 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,687 shares; 2024Q4: 23,126 shares; 2025Q1: 7,710 shares; 2025Q2: 25,746 shares; 2025Q3: not reported; 2025Q4: 17,964 shares; 2026Q1: 7,842 shares 7,842 $765K 0.05% -10,122 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,125 shares; 2025Q3: 18,464 shares; 2025Q4: 18,329 shares; 2026Q1: 19,176 shares 19,176 $765K 0.05% +847 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,263 shares; 2024Q4: 30,290 shares; 2025Q1: 29,182 shares; 2025Q2: 20,741 shares; 2025Q3: 30,145 shares; 2025Q4: 23,193 shares; 2026Q1: 27,034 shares 27,034 $757K 0.04% +3,841 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,826 shares 3,826 $755K 0.04% new Timeline YELP YELP INC More: the full row for YELP 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: 37,980 shares; 2025Q4: 37,796 shares; 2026Q1: 30,280 shares 30,280 $749K 0.04% -7,516 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,177 shares; 2025Q4: 9,966 shares; 2026Q1: 9,966 shares 9,966 $748K 0.04% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,117 shares; 2024Q4: 141,902 shares; 2025Q1: 125,191 shares; 2025Q2: 123,508 shares; 2025Q3: 124,364 shares; 2025Q4: 64,059 shares; 2026Q1: 53,845 shares 53,845 $746K 0.04% -10,214 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,085 shares; 2025Q4: 7,998 shares; 2026Q1: 7,998 shares 7,998 $744K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,797 shares; 2025Q3: 153,729 shares; 2025Q4: 18,660 shares; 2026Q1: 16,790 shares 16,790 $741K 0.04% -1,870 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: 20,678 shares; 2024Q4: 20,860 shares; 2025Q1: not reported; 2025Q2: 11,466 shares; 2025Q3: 41,662 shares; 2025Q4: 16,040 shares; 2026Q1: 3,975 shares 3,975 $741K 0.04% -12,065 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,888 shares; 2024Q4: 30,893 shares; 2025Q1: 30,976 shares; 2025Q2: 31,529 shares; 2025Q3: 31,648 shares; 2025Q4: 30,660 shares; 2026Q1: 31,272 shares 31,272 $741K 0.04% +612 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,611 shares; 2024Q4: 21,832 shares; 2025Q1: 24,795 shares; 2025Q2: 25,511 shares; 2025Q3: 41,910 shares; 2025Q4: 41,855 shares; 2026Q1: 40,027 shares 40,027 $737K 0.04% -1,828 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 7,258 shares; 2025Q1: 7,121 shares; 2025Q2: 6,951 shares; 2025Q3: 7,139 shares; 2025Q4: 7,082 shares; 2026Q1: 7,661 shares 7,661 $737K 0.04% +579 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,832 shares; 2025Q1: 11,843 shares; 2025Q2: 12,666 shares; 2025Q3: 13,831 shares; 2025Q4: 12,906 shares; 2026Q1: 14,242 shares 14,242 $733K 0.04% +1,336 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: not reported; 2024Q4: 40,597 shares; 2025Q1: 39,535 shares; 2025Q2: 17,033 shares; 2025Q3: 4,163 shares; 2025Q4: 3,585 shares; 2026Q1: 4,516 shares 4,516 $731K 0.04% +931 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: 623 shares; 2024Q4: 424 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,524 shares; 2026Q1: 1,577 shares 1,577 $727K 0.04% +53 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,350 shares; 2026Q1: 12,720 shares 12,720 $725K 0.04% +3,370 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,678 shares; 2025Q2: 27,149 shares; 2025Q3: 47,903 shares; 2025Q4: 44,950 shares; 2026Q1: 59,265 shares 59,265 $712K 0.04% +14,315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,552 shares; 2026Q1: 7,552 shares 7,552 $710K 0.04% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,332 shares; 2024Q4: 84,858 shares; 2025Q1: 9,868 shares; 2025Q2: 10,954 shares; 2025Q3: 10,151 shares; 2025Q4: 16,320 shares; 2026Q1: 9,251 shares 9,251 $708K 0.04% -7,069 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246,609 shares; 2025Q1: 78,361 shares; 2025Q2: 91,593 shares; 2025Q3: 92,467 shares; 2025Q4: 82,671 shares; 2026Q1: 88,990 shares 88,990 $702K 0.04% +6,319 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,901 shares; 2024Q4: 27,994 shares; 2025Q1: 65,997 shares; 2025Q2: 59,600 shares; 2025Q3: 59,516 shares; 2025Q4: 58,336 shares; 2026Q1: 26,938 shares 26,938 $698K 0.04% -31,398 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 3,267 shares; 2025Q4: 3,571 shares; 2026Q1: 6,130 shares 6,130 $686K 0.04% +2,559 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 2,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 3,009 shares; 2026Q1: 2,788 shares 2,788 $681K 0.04% -221 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: 12,379 shares; 2024Q4: 11,343 shares; 2025Q1: not reported; 2025Q2: 60,489 shares; 2025Q3: 8,223 shares; 2025Q4: 8,427 shares; 2026Q1: 7,058 shares 7,058 $680K 0.04% -1,369 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,997 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,138 shares; 2025Q3: 41,261 shares; 2025Q4: 39,139 shares; 2026Q1: 37,522 shares 37,522 $677K 0.04% -1,617 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,658 shares; 2025Q1: 19,733 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,542 shares 33,542 $673K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,697 shares; 2025Q1: 2,821 shares; 2025Q2: 2,557 shares; 2025Q3: 2,581 shares; 2025Q4: 2,548 shares; 2026Q1: 3,421 shares 3,421 $671K 0.04% +873 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,086 shares; 2024Q4: 273,104 shares; 2025Q1: 17,672 shares; 2025Q2: 15,816 shares; 2025Q3: 15,788 shares; 2025Q4: 14,705 shares; 2026Q1: 13,560 shares 13,560 $671K 0.04% -1,145 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: 951 shares; 2024Q4: 896 shares; 2025Q1: 1,057 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,518 shares; 2026Q1: 3,518 shares 3,518 $667K 0.04% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,065 shares; 2025Q1: 51,197 shares; 2025Q2: 51,023 shares; 2025Q3: 58,171 shares; 2025Q4: 28,905 shares; 2026Q1: 30,755 shares 30,755 $667K 0.04% +1,850 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: 1,535 shares; 2024Q4: 1,522 shares; 2025Q1: 18,559 shares; 2025Q2: 18,667 shares; 2025Q3: 11,425 shares; 2025Q4: 3,799 shares; 2026Q1: 3,809 shares 3,809 $661K 0.04% +10 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: 9,336 shares; 2024Q4: 14,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,723 shares; 2026Q1: 8,863 shares 8,863 $660K 0.04% +5,140 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: 5,953 shares; 2025Q4: 6,544 shares; 2026Q1: 6,573 shares 6,573 $656K 0.04% +29 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH 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: 9,007 shares; 2025Q3: 33,677 shares; 2025Q4: 31,763 shares; 2026Q1: 31,763 shares 31,763 $653K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,042 shares; 2026Q1: 9,042 shares 9,042 $650K 0.04% 0 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: 3,766 shares; 2024Q4: not reported; 2025Q1: 4,734 shares; 2025Q2: 4,801 shares; 2025Q3: 1,732 shares; 2025Q4: 1,959 shares; 2026Q1: 2,028 shares 2,028 $645K 0.04% +69 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,016 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,007 shares 7,007 $645K 0.04% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,634 shares; 2024Q4: 8,240 shares; 2025Q1: 17,011 shares; 2025Q2: 14,947 shares; 2025Q3: 10,479 shares; 2025Q4: 8,944 shares; 2026Q1: 4,494 shares 4,494 $643K 0.04% -4,450 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: not reported; 2024Q4: not reported; 2025Q1: 2,949 shares; 2025Q2: not reported; 2025Q3: 6,662 shares; 2025Q4: 4,734 shares; 2026Q1: 2,312 shares 2,312 $642K 0.04% -2,422 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,681 shares; 2024Q4: 5,876 shares; 2025Q1: 8,695 shares; 2025Q2: 16,176 shares; 2025Q3: 15,289 shares; 2025Q4: 15,134 shares; 2026Q1: 9,077 shares 9,077 $638K 0.04% -6,057 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,735 shares 75,735 $635K 0.04% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,145 shares; 2024Q4: 10,529 shares; 2025Q1: 10,312 shares; 2025Q2: 35,588 shares; 2025Q3: 33,406 shares; 2025Q4: 13,017 shares; 2026Q1: 10,326 shares 10,326 $634K 0.04% -2,691 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,194 shares; 2025Q3: 15,804 shares; 2025Q4: 17,135 shares; 2026Q1: 17,452 shares 17,452 $627K 0.04% +317 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED 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: 3,817 shares; 2025Q3: 7,417 shares; 2025Q4: 7,162 shares; 2026Q1: 7,475 shares 7,475 $620K 0.04% +313 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: 44,672 shares; 2024Q4: 50,967 shares; 2025Q1: 33,247 shares; 2025Q2: 51,982 shares; 2025Q3: 19,048 shares; 2025Q4: 3,286 shares; 2026Q1: 2,527 shares 2,527 $613K 0.04% -759 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,672 shares; 2025Q1: 163,715 shares; 2025Q2: 168,082 shares; 2025Q3: 182,091 shares; 2025Q4: 118,166 shares; 2026Q1: 117,718 shares 117,718 $609K 0.04% -448 Timeline AVA AVISTA CORP More: the full row for AVISTA 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: 7,052 shares; 2025Q3: 9,933 shares; 2025Q4: 10,001 shares; 2026Q1: 15,131 shares 15,131 $607K 0.04% +5,130 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: 1,447 shares; 2024Q4: 1,347 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,470 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares 1,840 $600K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,131 shares; 2025Q2: 9,395 shares; 2025Q3: not reported; 2025Q4: 6,183 shares; 2026Q1: 6,188 shares 6,188 $597K 0.04% +5 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,423 shares; 2025Q1: 12,551 shares; 2025Q2: 5,929 shares; 2025Q3: 6,950 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares 5,180 $597K 0.04% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,966 shares 23,966 $593K 0.03% new Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,984 shares 62,984 $590K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares; 2026Q1: 1,045 shares 1,045 $589K 0.03% -40 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,063 shares 6,063 $588K 0.03% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,471 shares 3,471 $586K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,214 shares; 2024Q4: 11,220 shares; 2025Q1: 11,176 shares; 2025Q2: 12,764 shares; 2025Q3: 15,144 shares; 2025Q4: 14,325 shares; 2026Q1: 15,218 shares 15,218 $585K 0.03% +893 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,202 shares; 2024Q4: 11,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,838 shares; 2026Q1: 2,701 shares 2,701 $585K 0.03% -137 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,292 shares; 2024Q4: 73,881 shares; 2025Q1: 70,001 shares; 2025Q2: 56,415 shares; 2025Q3: 60,317 shares; 2025Q4: 26,942 shares; 2026Q1: 23,573 shares 23,573 $584K 0.03% -3,369 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,729 shares 6,729 $583K 0.03% new Timeline SITM SITIME CORP More: the full row for SITIME 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: 1,864 shares; 2025Q3: 1,016 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares 1,659 $573K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares 1,051 $565K 0.03% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,744 shares; 2024Q4: 9,932 shares; 2025Q1: 11,818 shares; 2025Q2: 13,015 shares; 2025Q3: 15,141 shares; 2025Q4: 15,723 shares; 2026Q1: 16,149 shares 16,149 $556K 0.03% +426 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,883 shares; 2025Q4: 9,670 shares; 2026Q1: 16,464 shares 16,464 $553K 0.03% +6,794 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA 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: 11,509 shares; 2025Q4: not reported; 2026Q1: 23,626 shares 23,626 $550K 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: 5,425 shares; 2024Q4: 5,425 shares; 2025Q1: 4,867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,222 shares 5,222 $537K 0.03% new 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: 8,375 shares; 2024Q4: 8,327 shares; 2025Q1: 8,241 shares; 2025Q2: 8,171 shares; 2025Q3: 7,897 shares; 2025Q4: 8,083 shares; 2026Q1: 8,149 shares 8,149 $535K 0.03% +66 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,547 shares; 2025Q1: 18,682 shares; 2025Q2: 18,600 shares; 2025Q3: 18,902 shares; 2025Q4: 8,166 shares; 2026Q1: 7,670 shares 7,670 $532K 0.03% -496 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: 6,752 shares; 2024Q4: 6,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,214 shares; 2026Q1: 10,215 shares 10,215 $531K 0.03% +1 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,445 shares; 2024Q4: not reported; 2025Q1: 64,247 shares; 2025Q2: 53,198 shares; 2025Q3: 8,040 shares; 2025Q4: 6,265 shares; 2026Q1: 13,464 shares 13,464 $526K 0.03% +7,199 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,777 shares 7,777 $525K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,401 shares; 2025Q1: 1,409 shares; 2025Q2: 1,466 shares; 2025Q3: 1,463 shares; 2025Q4: 1,468 shares; 2026Q1: 1,519 shares 1,519 $524K 0.03% +51 Timeline BCE BCE INC More: the full row for BCE 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: 20,611 shares 20,611 $520K 0.03% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,481 shares; 2026Q1: 1,510 shares 1,510 $519K 0.03% +29 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,292 shares; 2026Q1: 8,315 shares 8,315 $517K 0.03% +23 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,491 shares; 2025Q4: not reported; 2026Q1: 4,043 shares 4,043 $517K 0.03% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,914 shares; 2025Q3: 13,534 shares; 2025Q4: 14,668 shares; 2026Q1: 15,467 shares 15,467 $516K 0.03% +799 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares; 2026Q1: 535 shares 535 $515K 0.03% -166 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,038 shares; 2026Q1: 10,949 shares 10,949 $515K 0.03% -89 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE 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: 13,726 shares; 2025Q4: 14,177 shares; 2026Q1: 14,177 shares 14,177 $515K 0.03% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 9,814 shares; 2025Q1: 4,879 shares; 2025Q2: 2,170 shares; 2025Q3: 2,120 shares; 2025Q4: 2,054 shares; 2026Q1: 1,800 shares 1,800 $511K 0.03% -254 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,464 shares; 2025Q1: 114,133 shares; 2025Q2: 42,037 shares; 2025Q3: 45,425 shares; 2025Q4: 43,670 shares; 2026Q1: 41,418 shares 41,418 $506K 0.03% -2,252 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 25,985 shares; 2025Q1: 24,539 shares; 2025Q2: 9,429 shares; 2025Q3: 9,430 shares; 2025Q4: 9,412 shares; 2026Q1: 9,165 shares 9,165 $503K 0.03% -247 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,818 shares; 2024Q4: 11,219 shares; 2025Q1: 10,819 shares; 2025Q2: 10,772 shares; 2025Q3: 10,654 shares; 2025Q4: 10,795 shares; 2026Q1: 10,663 shares 10,663 $501K 0.03% -132 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,691 shares; 2025Q4: 14,501 shares; 2026Q1: 14,043 shares 14,043 $488K 0.03% -458 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,242 shares; 2024Q4: 29,370 shares; 2025Q1: 26,596 shares; 2025Q2: 24,188 shares; 2025Q3: 20,012 shares; 2025Q4: 20,310 shares; 2026Q1: 9,123 shares 9,123 $482K 0.03% -11,187 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,934 shares; 2026Q1: 24,984 shares 24,984 $479K 0.03% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,871 shares; 2026Q1: 5,887 shares 5,887 $477K 0.03% +16 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD 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: 21,228 shares; 2025Q3: 38,417 shares; 2025Q4: 37,867 shares; 2026Q1: 35,142 shares 35,142 $475K 0.03% -2,725 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: 1,767 shares; 2024Q4: 1,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,575 shares; 2026Q1: 2,002 shares 2,002 $473K 0.03% -573 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,681 shares; 2024Q4: 7,372 shares; 2025Q1: 9,829 shares; 2025Q2: 9,988 shares; 2025Q3: 10,469 shares; 2025Q4: 14,203 shares; 2026Q1: 5,436 shares 5,436 $463K 0.03% -8,767 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 21,669 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,085 shares 30,085 $462K 0.03% new Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,625 shares; 2026Q1: 7,866 shares 7,866 $462K 0.03% +241 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: 3,612 shares; 2024Q4: 1,822 shares; 2025Q1: 1,501 shares; 2025Q2: 828 shares; 2025Q3: 773 shares; 2025Q4: 6,785 shares; 2026Q1: 4,412 shares 4,412 $461K 0.03% -2,373 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,115 shares; 2026Q1: 15,061 shares 15,061 $457K 0.03% -1,054 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: 981 shares; 2025Q4: 985 shares; 2026Q1: 1,058 shares 1,058 $455K 0.03% +73 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,989 shares; 2025Q4: 21,826 shares; 2026Q1: 21,166 shares 21,166 $454K 0.03% -660 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 6,432 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,829 shares; 2026Q1: 2,879 shares 2,879 $453K 0.03% +50 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,125 shares; 2025Q3: 3,828 shares; 2025Q4: 2,588 shares; 2026Q1: 2,859 shares 2,859 $450K 0.03% +271 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340,285 shares; 2025Q1: 91,932 shares; 2025Q2: 44,953 shares; 2025Q3: 48,276 shares; 2025Q4: 22,202 shares; 2026Q1: 18,813 shares 18,813 $449K 0.03% -3,389 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,590 shares; 2024Q4: 33,655 shares; 2025Q1: 8,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares; 2026Q1: 4,787 shares 4,787 $447K 0.03% -1,363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: 4,953 shares 4,953 $444K 0.03% +1 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: 518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,304 shares; 2025Q3: 20,494 shares; 2025Q4: 4,742 shares; 2026Q1: 4,752 shares 4,752 $439K 0.03% +10 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 2,018 shares; 2025Q1: 1,414 shares; 2025Q2: 1,424 shares; 2025Q3: 1,689 shares; 2025Q4: 1,711 shares; 2026Q1: 1,845 shares 1,845 $438K 0.03% +134 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214,694 shares; 2025Q2: 228,442 shares; 2025Q3: 232,742 shares; 2025Q4: 236,308 shares; 2026Q1: 21,241 shares 21,241 $438K 0.03% -215,067 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,670 shares; 2026Q1: 2,367 shares 2,367 $432K 0.03% -303 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS 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: 10,624 shares; 2025Q3: 8,784 shares; 2025Q4: 8,510 shares; 2026Q1: 8,188 shares 8,188 $431K 0.03% -322 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,248 shares 4,248 $428K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,804 shares 4,804 $426K 0.03% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 7,248 shares; 2025Q1: 7,185 shares; 2025Q2: 7,144 shares; 2025Q3: 7,095 shares; 2025Q4: 7,096 shares; 2026Q1: 7,097 shares 7,097 $423K 0.02% +1 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP 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: 8,348 shares; 2025Q3: 8,348 shares; 2025Q4: 7,911 shares; 2026Q1: 15,801 shares 15,801 $419K 0.02% +7,890 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to 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: 11,821 shares 11,821 $418K 0.02% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,976 shares 5,976 $417K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,154 shares; 2025Q1: 13,121 shares; 2025Q2: 5,866 shares; 2025Q3: not reported; 2025Q4: 2,683 shares; 2026Q1: 2,716 shares 2,716 $415K 0.02% +33 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,274 shares; 2025Q3: 16,725 shares; 2025Q4: 14,707 shares; 2026Q1: 15,885 shares 15,885 $414K 0.02% +1,178 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 19,938 shares; 2025Q4: 29,662 shares; 2026Q1: 11,691 shares 11,691 $413K 0.02% -17,971 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: not reported; 2026Q1: 298 shares 298 $411K 0.02% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,552 shares; 2025Q3: 12,102 shares; 2025Q4: 11,970 shares; 2026Q1: 11,463 shares 11,463 $410K 0.02% -507 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,158 shares; 2026Q1: 4,709 shares 4,709 $408K 0.02% -1,449 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,575 shares; 2025Q1: 4,136 shares; 2025Q2: 4,641 shares; 2025Q3: 4,418 shares; 2025Q4: 4,403 shares; 2026Q1: 4,469 shares 4,469 $408K 0.02% +66 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 9,668 shares; 2025Q3: 15,998 shares; 2025Q4: 17,861 shares; 2026Q1: 18,218 shares 18,218 $407K 0.02% +357 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: 2,760 shares; 2024Q4: 2,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 1,040 shares 1,040 $406K 0.02% +74 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,319 shares; 2025Q4: 73,400 shares; 2026Q1: 29,536 shares 29,536 $399K 0.02% -43,864 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,655 shares; 2024Q4: 139,926 shares; 2025Q1: 98,129 shares; 2025Q2: 52,112 shares; 2025Q3: not reported; 2025Q4: 162,959 shares; 2026Q1: 29,342 shares 29,342 $396K 0.02% -133,617 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,869 shares; 2025Q2: 14,215 shares; 2025Q3: 6,023 shares; 2025Q4: 5,971 shares; 2026Q1: 5,700 shares 5,700 $395K 0.02% -271 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,430 shares; 2025Q2: 4,488 shares; 2025Q3: 17,952 shares; 2025Q4: 18,108 shares; 2026Q1: 17,262 shares 17,262 $395K 0.02% -846 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,707 shares; 2025Q2: 8,458 shares; 2025Q3: 9,150 shares; 2025Q4: 4,232 shares; 2026Q1: 4,168 shares 4,168 $391K 0.02% -64 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,622 shares; 2025Q4: 3,554 shares; 2026Q1: 3,554 shares 3,554 $388K 0.02% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,418 shares; 2025Q1: 10,825 shares; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 2,417 shares; 2026Q1: 1,937 shares 1,937 $387K 0.02% -480 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,666 shares; 2025Q1: 4,625 shares; 2025Q2: 4,561 shares; 2025Q3: 4,515 shares; 2025Q4: 4,605 shares; 2026Q1: 4,625 shares 4,625 $383K 0.02% +20 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,427 shares; 2025Q2: 18,885 shares; 2025Q3: 18,885 shares; 2025Q4: 18,758 shares; 2026Q1: 11,978 shares 11,978 $383K 0.02% -6,780 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,516 shares 8,516 $379K 0.02% new Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,596 shares; 2026Q1: 5,689 shares 5,689 $379K 0.02% +1,093 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,231 shares; 2025Q1: 3,984 shares; 2025Q2: 3,642 shares; 2025Q3: 3,857 shares; 2025Q4: 3,986 shares; 2026Q1: 3,558 shares 3,558 $378K 0.02% -428 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares; 2026Q1: 3,164 shares 3,164 $375K 0.02% +79 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares 4,003 $373K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 14,350 shares 14,350 $371K 0.02% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 8,273 shares; 2025Q3: 12,488 shares; 2025Q4: 13,568 shares; 2026Q1: 14,133 shares 14,133 $371K 0.02% +565 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,164 shares; 2025Q4: 12,093 shares; 2026Q1: 6,282 shares 6,282 $367K 0.02% -5,811 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,396 shares; 2024Q4: 35,714 shares; 2025Q1: 4,834 shares; 2025Q2: 4,523 shares; 2025Q3: 4,997 shares; 2025Q4: 4,429 shares; 2026Q1: 4,025 shares 4,025 $364K 0.02% -404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares; 2026Q1: 5,021 shares 5,021 $361K 0.02% -615 Timeline ETSY ETSY INC More: the full row for ETSY 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: 8,803 shares; 2025Q4: 4,171 shares; 2026Q1: 7,196 shares 7,196 $360K 0.02% +3,025 Timeline SCHG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,715 shares; 2025Q4: 12,405 shares; 2026Q1: 12,259 shares 12,259 $357K 0.02% -146 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,200 shares; 2025Q2: 24,200 shares; 2025Q3: 24,200 shares; 2025Q4: 24,200 shares; 2026Q1: 24,200 shares 24,200 $357K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,299 shares; 2025Q4: 2,323 shares; 2026Q1: 2,330 shares 2,330 $350K 0.02% +7 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: not reported; 2026Q1: 3,588 shares 3,588 $349K 0.02% new 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: 3,365 shares; 2025Q3: 3,175 shares; 2025Q4: 2,127 shares; 2026Q1: 2,295 shares 2,295 $345K 0.02% +168 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,592 shares 8,592 $338K 0.02% new Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,441 shares; 2024Q4: 28,476 shares; 2025Q1: 30,640 shares; 2025Q2: 15,649 shares; 2025Q3: 12,352 shares; 2025Q4: 12,365 shares; 2026Q1: 13,718 shares 13,718 $337K 0.02% +1,353 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,037 shares; 2026Q1: 109,037 shares 109,037 $333K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,135 shares 2,135 $331K 0.02% +118 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,915 shares; 2025Q3: 2,582 shares; 2025Q4: 2,692 shares; 2026Q1: 2,507 shares 2,507 $328K 0.02% -185 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,856 shares 10,856 $327K 0.02% new Timeline TLT 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: 142,882 shares; 2024Q4: 151,072 shares; 2025Q1: 16,283 shares; 2025Q2: 9,294 shares; 2025Q3: 7,296 shares; 2025Q4: 4,923 shares; 2026Q1: 3,762 shares 3,762 $326K 0.02% -1,161 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $322K 0.02% new 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: not reported; 2024Q4: 66,869 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,055 shares; 2026Q1: 4,856 shares 4,856 $321K 0.02% -199 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,954 shares 10,954 $320K 0.02% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,803 shares; 2025Q2: 26,892 shares; 2025Q3: 29,047 shares; 2025Q4: 37,399 shares; 2026Q1: 31,270 shares 31,270 $318K 0.02% -6,129 Timeline HFMF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,692 shares 13,692 $318K 0.02% new Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,613 shares; 2026Q1: 3,920 shares 3,920 $316K 0.02% +1,307 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,572 shares; 2025Q1: not reported; 2025Q2: 18,419 shares; 2025Q3: 17,640 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares 2,160 $314K 0.02% 0 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,488 shares 3,488 $313K 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,068 shares; 2024Q4: 53,828 shares; 2025Q1: 50,735 shares; 2025Q2: 17,529 shares; 2025Q3: 123,558 shares; 2025Q4: 17,936 shares; 2026Q1: 3,878 shares 3,878 $312K 0.02% -14,058 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,832 shares; 2025Q4: 8,166 shares; 2026Q1: 9,225 shares 9,225 $312K 0.02% +1,059 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,656 shares 9,656 $310K 0.02% new 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: 1,246 shares; 2024Q4: 1,243 shares; 2025Q1: 1,249 shares; 2025Q2: 1,318 shares; 2025Q3: 1,329 shares; 2025Q4: 1,329 shares; 2026Q1: 1,184 shares 1,184 $308K 0.02% -145 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,774 shares; 2025Q1: 15,477 shares; 2025Q2: 14,259 shares; 2025Q3: 13,314 shares; 2025Q4: 12,916 shares; 2026Q1: 13,514 shares 13,514 $305K 0.02% +598 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,419 shares; 2025Q4: 3,397 shares; 2026Q1: 3,410 shares 3,410 $302K 0.02% +13 Timeline SKT TANGER INC More: the full row for TANGER 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: 20,721 shares; 2026Q1: 8,884 shares 8,884 $302K 0.02% -11,837 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,973 shares; 2024Q4: 30,436 shares; 2025Q1: 29,862 shares; 2025Q2: 28,423 shares; 2025Q3: 28,423 shares; 2025Q4: 28,783 shares; 2026Q1: 32,640 shares 32,640 $301K 0.02% +3,857 Timeline COHU COHU INC More: the full row for COHU 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: 9,664 shares; 2026Q1: 9,664 shares 9,664 $296K 0.02% 0 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 11,413 shares; 2025Q1: 10,845 shares; 2025Q2: 10,666 shares; 2025Q3: 10,647 shares; 2025Q4: 7,876 shares; 2026Q1: 7,876 shares 7,876 $293K 0.02% 0 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: 19,207 shares; 2024Q4: 11,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,008 shares; 2026Q1: 817 shares 817 $291K 0.02% -191 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 9,503 shares; 2025Q4: 10,356 shares; 2026Q1: 10,603 shares 10,603 $289K 0.02% +247 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,023 shares; 2024Q4: 12,023 shares; 2025Q1: not reported; 2025Q2: 7,575 shares; 2025Q3: not reported; 2025Q4: 13,038 shares; 2026Q1: 8,949 shares 8,949 $288K 0.02% -4,089 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: 3,287 shares; 2024Q4: 16,026 shares; 2025Q1: 657 shares; 2025Q2: 660 shares; 2025Q3: 653 shares; 2025Q4: 649 shares; 2026Q1: 607 shares 607 $287K 0.02% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,913 shares; 2025Q3: 5,849 shares; 2025Q4: 5,434 shares; 2026Q1: 5,437 shares 5,437 $287K 0.02% +3 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN 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: 5,084 shares; 2026Q1: 8,451 shares 8,451 $287K 0.02% +3,367 Timeline VICR VICOR CORP More: the full row for VICOR 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: 21,127 shares; 2025Q4: not reported; 2026Q1: 1,748 shares 1,748 $281K 0.02% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,300 shares; 2024Q4: 23,300 shares; 2025Q1: 23,300 shares; 2025Q2: 23,300 shares; 2025Q3: 23,300 shares; 2025Q4: 23,300 shares; 2026Q1: 23,300 shares 23,300 $281K 0.02% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares 1,948 $278K 0.02% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q4: not reported; 2026Q1: 10,624 shares 10,624 $274K 0.02% new 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: 760 shares; 2024Q4: 1,114 shares; 2025Q1: 7,689 shares; 2025Q2: 739 shares; 2025Q3: 724 shares; 2025Q4: 699 shares; 2026Q1: 634 shares 634 $270K 0.02% -65 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,000 shares; 2025Q1: 999 shares; 2025Q2: 913 shares; 2025Q3: 897 shares; 2025Q4: 895 shares; 2026Q1: 899 shares 899 $269K 0.02% +4 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,245 shares 8,245 $267K 0.02% new Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,789 shares; 2025Q1: 6,768 shares; 2025Q2: 6,769 shares; 2025Q3: 6,729 shares; 2025Q4: 6,731 shares; 2026Q1: 6,731 shares 6,731 $267K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,145 shares; 2024Q4: 5,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,153 shares; 2025Q4: 8,088 shares; 2026Q1: 8,105 shares 8,105 $265K 0.02% +17 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,205 shares; 2024Q4: 12,619 shares; 2025Q1: 12,268 shares; 2025Q2: 12,916 shares; 2025Q3: 10,979 shares; 2025Q4: 5,733 shares; 2026Q1: 1,948 shares 1,948 $265K 0.02% -3,785 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 7,743 shares; 2025Q1: 7,506 shares; 2025Q2: 4,968 shares; 2025Q3: 5,356 shares; 2025Q4: 3,545 shares; 2026Q1: 3,391 shares 3,391 $264K 0.02% -154 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,289 shares; 2026Q1: 1,272 shares 1,272 $262K 0.02% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,484 shares; 2025Q4: not reported; 2026Q1: 1,549 shares 1,549 $262K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: not reported; 2025Q1: 6,941 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares 1,046 $259K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,137 shares; 2025Q2: 3,107 shares; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 1,118 shares 1,118 $259K 0.02% +84 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,124 shares 4,124 $258K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 15,884 shares; 2025Q1: 14,262 shares; 2025Q2: 14,094 shares; 2025Q3: 11,957 shares; 2025Q4: 1,403 shares; 2026Q1: 1,171 shares 1,171 $256K 0.02% -232 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,857 shares; 2025Q2: 4,971 shares; 2025Q3: 2,459 shares; 2025Q4: 2,416 shares; 2026Q1: 2,314 shares 2,314 $255K 0.02% -102 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS 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: 8,869 shares; 2025Q4: not reported; 2026Q1: 8,672 shares 8,672 $253K 0.01% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 3,757 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,536 shares 4,536 $253K 0.01% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 4,936 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,981 shares 3,981 $252K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,798 shares 1,798 $249K 0.01% new Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,238 shares; 2026Q1: 11,238 shares 11,238 $249K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,256 shares; 2025Q4: 3,690 shares; 2026Q1: 3,856 shares 3,856 $248K 0.01% +166 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 48,747 shares; 2025Q1: 21,769 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,244 shares 13,244 $247K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,159 shares; 2025Q3: 9,002 shares; 2025Q4: 6,355 shares; 2026Q1: 4,251 shares 4,251 $245K 0.01% -2,104 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 2,095 shares; 2026Q1: 1,187 shares 1,187 $245K 0.01% -908 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares 1,597 $245K 0.01% 0 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,199 shares; 2025Q2: 14,215 shares; 2025Q3: 14,826 shares; 2025Q4: 15,574 shares; 2026Q1: 5,713 shares 5,713 $244K 0.01% -9,861 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 811 shares; 2025Q4: 814 shares; 2026Q1: 843 shares 843 $242K 0.01% +29 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: 31,367 shares; 2024Q4: 30,857 shares; 2025Q1: 27,796 shares; 2025Q2: 27,719 shares; 2025Q3: 20,816 shares; 2025Q4: 12,628 shares; 2026Q1: 1,053 shares 1,053 $242K 0.01% -11,575 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 6,097 shares 6,097 $242K 0.01% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,129 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,166 shares 14,166 $237K 0.01% new Timeline MTRN MATERION CORP More: the full row for MATERION 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: 4,587 shares; 2026Q1: 1,635 shares 1,635 $237K 0.01% -2,952 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,421 shares 8,421 $234K 0.01% new Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,209 shares; 2025Q4: 4,180 shares; 2026Q1: 4,436 shares 4,436 $229K 0.01% +256 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,165 shares; 2024Q4: 388,775 shares; 2025Q1: 16,254 shares; 2025Q2: 10,425 shares; 2025Q3: 8,315 shares; 2025Q4: not reported; 2026Q1: 7,228 shares 7,228 $222K 0.01% new Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,971 shares; 2026Q1: 7,971 shares 7,971 $221K 0.01% 0 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,358 shares; 2025Q4: 20,236 shares; 2026Q1: 7,149 shares 7,149 $217K 0.01% -13,087 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,186 shares; 2026Q1: 3,173 shares 3,173 $216K 0.01% -13 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL 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: 5,966 shares; 2025Q4: 5,887 shares; 2026Q1: 5,887 shares 5,887 $215K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares 2,855 $212K 0.01% 0 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,974 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,012 shares 4,012 $209K 0.01% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,642 shares 9,642 $207K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,390 shares 1,390 $206K 0.01% new Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,580 shares 2,580 $205K 0.01% new Timeline HCI HCI GROUP INC More: the full row for HCI 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: 1,315 shares; 2026Q1: 1,315 shares 1,315 $203K 0.01% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,912 shares 6,912 $203K 0.01% new Timeline DNOW DNOW INC More: the full row for DNOW 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: 16,126 shares; 2025Q4: 16,991 shares; 2026Q1: 16,991 shares 16,991 $202K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 1,516 shares 1,516 $201K 0.01% +1 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,475 shares; 2024Q4: 128,081 shares; 2025Q1: 124,352 shares; 2025Q2: 120,339 shares; 2025Q3: 119,720 shares; 2025Q4: 121,147 shares; 2026Q1: 121,419 shares 121,419 $197K 0.01% +272 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 75,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares 75,000 $196K 0.01% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,288 shares; 2024Q4: 432,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,721 shares; 2025Q4: 10,965 shares; 2026Q1: 10,956 shares 10,956 $141K 0.01% -9 Timeline DCH DAUCH CORP More: the full row for DAUCH 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: 17,878 shares 17,878 $106K 0.01% new Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY 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: 22,581 shares; 2025Q4: not reported; 2026Q1: 10,041 shares 10,041 $95K 0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,019 shares; 2025Q3: 10,138 shares; 2025Q4: 10,329 shares; 2026Q1: 10,503 shares 10,503 $36K <0.01% +174 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 13,901 shares; 2025Q1: 13,901 shares; 2025Q2: 13,901 shares; 2025Q3: 13,901 shares; 2025Q4: 13,901 shares; 2026Q1: 13,901 shares 13,901 $34K <0.01% 0 Timeline