BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828,250 shares; 2024Q4: 1,630,530 shares; 2025Q1: 1,624,502 shares; 2025Q2: 1,595,626 shares; 2025Q3: 1,574,069 shares; 2025Q4: 1,586,589 shares; 2026Q1: 1,623,692 shares 1,623,692 $150M 7.92% +37,103 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: 177,074 shares; 2024Q4: 181,914 shares; 2025Q1: 186,676 shares; 2025Q2: 197,399 shares; 2025Q3: 204,459 shares; 2025Q4: 217,890 shares; 2026Q1: 220,542 shares 220,542 $132M 6.97% +2,652 Timeline TOTL 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: 2,348,104 shares; 2024Q4: 2,435,836 shares; 2025Q1: 2,462,316 shares; 2025Q2: 2,424,193 shares; 2025Q3: 2,414,132 shares; 2025Q4: 2,452,051 shares; 2026Q1: 2,540,874 shares 2,540,874 $101M 5.34% +88,823 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: 105,845 shares; 2024Q4: 108,777 shares; 2025Q1: 112,823 shares; 2025Q2: 122,196 shares; 2025Q3: 126,289 shares; 2025Q4: 133,621 shares; 2026Q1: 135,905 shares 135,905 $88.8M 4.69% +2,284 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748,025 shares; 2025Q4: 2,827,015 shares; 2026Q1: 2,909,279 shares 2,909,279 $78.3M 4.14% +82,264 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: 243,362 shares; 2024Q4: 246,715 shares; 2025Q1: 244,930 shares; 2025Q2: 253,015 shares; 2025Q3: 946,683 shares; 2025Q4: 951,414 shares; 2026Q1: 975,786 shares 975,786 $74.7M 3.95% +24,372 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: 2,641,851 shares; 2024Q4: 2,774,223 shares; 2025Q1: 2,832,766 shares; 2025Q2: 2,848,681 shares; 2025Q3: 713,768 shares; 2025Q4: 773,024 shares; 2026Q1: 796,228 shares 796,228 $51M 2.7% +23,204 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,573 shares; 2024Q4: 543,849 shares; 2025Q1: 572,754 shares; 2025Q2: 577,150 shares; 2025Q3: 587,724 shares; 2025Q4: 589,590 shares; 2026Q1: 585,128 shares 585,128 $43.1M 2.28% -4,462 Timeline TLCI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,519,692 shares; 2025Q4: 1,567,963 shares; 2026Q1: 1,628,748 shares 1,628,748 $40.2M 2.12% +60,785 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: 327,815 shares; 2024Q4: 319,909 shares; 2025Q1: 345,612 shares; 2025Q2: 350,499 shares; 2025Q3: 353,100 shares; 2025Q4: 357,427 shares; 2026Q1: 360,480 shares 360,480 $35.8M 1.89% +3,053 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,993 shares; 2024Q4: 316,895 shares; 2025Q1: 431,999 shares; 2025Q2: 393,418 shares; 2025Q3: 339,221 shares; 2025Q4: 338,888 shares; 2026Q1: 338,303 shares 338,303 $31M 1.64% -585 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457,336 shares; 2024Q4: 496,926 shares; 2025Q1: 521,822 shares; 2025Q2: 564,993 shares; 2025Q3: 588,747 shares; 2025Q4: 646,449 shares; 2026Q1: 687,204 shares 687,204 $27M 1.43% +40,755 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: 68,422 shares; 2024Q4: 70,476 shares; 2025Q1: 72,043 shares; 2025Q2: 75,239 shares; 2025Q3: 77,935 shares; 2025Q4: 83,368 shares; 2026Q1: 84,571 shares 84,571 $24.3M 1.28% +1,203 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685,958 shares; 2024Q4: 675,831 shares; 2025Q1: 658,738 shares; 2025Q2: 653,071 shares; 2025Q3: 638,763 shares; 2025Q4: 625,137 shares; 2026Q1: 612,396 shares 612,396 $23.1M 1.22% -12,741 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: 62,683 shares; 2024Q4: 64,783 shares; 2025Q1: 67,302 shares; 2025Q2: 71,372 shares; 2025Q3: 74,494 shares; 2025Q4: 79,357 shares; 2026Q1: 78,264 shares 78,264 $20.5M 1.08% -1,093 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: 169,277 shares; 2024Q4: 172,904 shares; 2025Q1: 175,152 shares; 2025Q2: 178,289 shares; 2025Q3: 184,089 shares; 2025Q4: 215,313 shares; 2026Q1: 226,342 shares 226,342 $20.1M 1.06% +11,029 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475,699 shares; 2025Q4: 491,384 shares; 2026Q1: 496,997 shares 496,997 $19.5M 1.03% +5,613 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: 100,157 shares; 2024Q4: 104,211 shares; 2025Q1: 112,028 shares; 2025Q2: 133,818 shares; 2025Q3: 188,842 shares; 2025Q4: 206,282 shares; 2026Q1: 210,248 shares 210,248 $19M 1% +3,966 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: 205,847 shares; 2024Q4: 223,798 shares; 2025Q1: 238,901 shares; 2025Q2: 257,976 shares; 2025Q3: 284,781 shares; 2025Q4: 330,959 shares; 2026Q1: 345,624 shares 345,624 $17.4M 0.92% +14,665 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,294 shares; 2024Q4: 263,948 shares; 2025Q1: 278,241 shares; 2025Q2: 296,831 shares; 2025Q3: 312,804 shares; 2025Q4: 326,189 shares; 2026Q1: 318,693 shares 318,693 $17.3M 0.91% -7,496 Timeline IAGG 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: 113,408 shares; 2024Q4: 113,408 shares; 2025Q1: 163,308 shares; 2025Q2: 207,308 shares; 2025Q3: 250,308 shares; 2025Q4: 269,308 shares; 2026Q1: 339,308 shares 339,308 $17M 0.9% +70,000 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,904 shares; 2024Q4: 100,207 shares; 2025Q1: 115,997 shares; 2025Q2: 128,376 shares; 2025Q3: 148,375 shares; 2025Q4: 162,777 shares; 2026Q1: 165,814 shares 165,814 $16.9M 0.9% +3,037 Timeline BWX 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: 229,525 shares; 2024Q4: 229,525 shares; 2025Q1: 343,025 shares; 2025Q2: 442,925 shares; 2025Q3: 541,925 shares; 2025Q4: 584,925 shares; 2026Q1: 744,825 shares 744,825 $16.3M 0.86% +159,900 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: 395,874 shares; 2024Q4: 420,688 shares; 2025Q1: 425,027 shares; 2025Q2: 446,398 shares; 2025Q3: 473,095 shares; 2025Q4: 518,422 shares; 2026Q1: 546,675 shares 546,675 $15.8M 0.84% +28,253 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,213 shares; 2024Q4: 570,393 shares; 2025Q1: 586,802 shares; 2025Q2: 617,100 shares; 2025Q3: 678,769 shares; 2025Q4: 699,510 shares; 2026Q1: 405,360 shares 405,360 $15.3M 0.81% -294,150 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: 63,984 shares; 2024Q4: 73,046 shares; 2025Q1: 80,532 shares; 2025Q2: 101,656 shares; 2025Q3: 124,950 shares; 2025Q4: 128,208 shares; 2026Q1: 126,173 shares 126,173 $15.2M 0.8% -2,035 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: 171,137 shares; 2024Q4: 181,161 shares; 2025Q1: 177,425 shares; 2025Q2: 184,898 shares; 2025Q3: 191,102 shares; 2025Q4: 195,824 shares; 2026Q1: 194,959 shares 194,959 $15.1M 0.8% -865 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,189 shares; 2024Q4: 215,748 shares; 2025Q1: 241,054 shares; 2025Q2: 273,137 shares; 2025Q3: 307,042 shares; 2025Q4: 337,044 shares; 2026Q1: 358,398 shares 358,398 $15.1M 0.8% +21,354 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,370 shares; 2024Q4: 205,438 shares; 2025Q1: 211,595 shares; 2025Q2: 224,763 shares; 2025Q3: 241,725 shares; 2025Q4: 252,688 shares; 2026Q1: 262,635 shares 262,635 $15M 0.79% +9,947 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: 128,857 shares; 2024Q4: 133,228 shares; 2025Q1: 137,828 shares; 2025Q2: 147,136 shares; 2025Q3: 152,236 shares; 2025Q4: 161,486 shares; 2026Q1: 164,286 shares 164,286 $14.9M 0.79% +2,800 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: 147,306 shares; 2024Q4: 163,357 shares; 2025Q1: 174,467 shares; 2025Q2: 188,407 shares; 2025Q3: 198,380 shares; 2025Q4: 215,202 shares; 2026Q1: 224,705 shares 224,705 $14.8M 0.78% +9,503 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: 957,990 shares; 2024Q4: 993,401 shares; 2025Q1: 1,025,478 shares; 2025Q2: 1,044,305 shares; 2025Q3: 246,827 shares; 2025Q4: 268,449 shares; 2026Q1: 271,580 shares 271,580 $14.7M 0.78% +3,131 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488,731 shares; 2024Q4: 527,348 shares; 2025Q1: 550,711 shares; 2025Q2: 610,502 shares; 2025Q3: 671,069 shares; 2025Q4: 726,693 shares; 2026Q1: 756,944 shares 756,944 $14.6M 0.77% +30,251 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,423 shares; 2024Q4: 231,764 shares; 2025Q1: 249,364 shares; 2025Q2: 272,364 shares; 2025Q3: 286,664 shares; 2025Q4: 256,164 shares; 2026Q1: 270,264 shares 270,264 $14.6M 0.77% +14,100 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,617 shares; 2024Q4: 195,216 shares; 2025Q1: 195,216 shares; 2025Q2: 195,306 shares; 2025Q3: 195,306 shares; 2025Q4: 229,606 shares; 2026Q1: 243,940 shares 243,940 $14.4M 0.76% +14,334 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,497 shares; 2024Q4: 243,800 shares; 2025Q1: 260,828 shares; 2025Q2: 284,113 shares; 2025Q3: 298,985 shares; 2025Q4: 268,336 shares; 2026Q1: 272,698 shares 272,698 $14.4M 0.76% +4,362 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,691 shares; 2024Q4: 114,977 shares; 2025Q1: 129,429 shares; 2025Q2: 143,593 shares; 2025Q3: 148,070 shares; 2025Q4: 154,850 shares; 2026Q1: 152,591 shares 152,591 $14.3M 0.76% -2,259 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: 46,825 shares; 2024Q4: 49,527 shares; 2025Q1: 49,350 shares; 2025Q2: 49,585 shares; 2025Q3: 53,289 shares; 2025Q4: 53,983 shares; 2026Q1: 58,314 shares 58,314 $14.1M 0.75% +4,331 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,034 shares; 2024Q4: 435,220 shares; 2025Q1: 467,953 shares; 2025Q2: 535,155 shares; 2025Q3: 598,042 shares; 2025Q4: 662,533 shares; 2026Q1: 747,638 shares 747,638 $13.5M 0.71% +85,105 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558,938 shares; 2025Q4: 617,476 shares; 2026Q1: 728,099 shares 728,099 $13.4M 0.71% +110,623 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: 75,706 shares; 2024Q4: 81,286 shares; 2025Q1: 81,785 shares; 2025Q2: 88,326 shares; 2025Q3: 93,682 shares; 2025Q4: 97,332 shares; 2026Q1: 95,858 shares 95,858 $13.4M 0.71% -1,474 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,492 shares; 2024Q4: 609,881 shares; 2025Q1: 670,113 shares; 2025Q2: 767,005 shares; 2025Q3: 924,029 shares; 2025Q4: 1,043,827 shares; 2026Q1: 1,201,846 shares 1,201,846 $13.3M 0.7% +158,019 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: 433,032 shares; 2024Q4: 493,808 shares; 2025Q1: 531,792 shares; 2025Q2: 621,562 shares; 2025Q3: 689,511 shares; 2025Q4: 759,746 shares; 2026Q1: 893,102 shares 893,102 $13.2M 0.7% +133,356 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,360 shares; 2024Q4: 38,719 shares; 2025Q1: 38,695 shares; 2025Q2: 41,921 shares; 2025Q3: 44,991 shares; 2025Q4: 45,522 shares; 2026Q1: 44,982 shares 44,982 $12.9M 0.68% -540 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,091 shares; 2024Q4: 128,310 shares; 2025Q1: 141,378 shares; 2025Q2: 160,945 shares; 2025Q3: 181,194 shares; 2025Q4: 195,921 shares; 2026Q1: 207,171 shares 207,171 $12.7M 0.67% +11,250 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: 36,325 shares; 2024Q4: 42,018 shares; 2025Q1: 44,404 shares; 2025Q2: 50,066 shares; 2025Q3: 53,388 shares; 2025Q4: 55,343 shares; 2026Q1: 57,754 shares 57,754 $12.6M 0.66% +2,411 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 163,031 shares; 2025Q4: 174,498 shares; 2026Q1: 183,974 shares 183,974 $12.5M 0.66% +9,476 Timeline USFR 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: 236,309 shares; 2024Q4: 265,713 shares; 2025Q1: 247,842 shares; 2025Q2: 282,984 shares; 2025Q3: 253,376 shares; 2025Q4: 222,282 shares; 2026Q1: 246,746 shares 246,746 $12.4M 0.66% +24,464 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: 56,651 shares; 2024Q4: 67,032 shares; 2025Q1: 73,129 shares; 2025Q2: 79,883 shares; 2025Q3: 95,345 shares; 2025Q4: 102,746 shares; 2026Q1: 107,216 shares 107,216 $12.1M 0.64% +4,470 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: 50,897 shares; 2024Q4: 52,092 shares; 2025Q1: 53,654 shares; 2025Q2: 53,149 shares; 2025Q3: 35,461 shares; 2025Q4: 36,204 shares; 2026Q1: 38,164 shares 38,164 $11.8M 0.62% +1,960 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: 53,850 shares; 2024Q4: 61,197 shares; 2025Q1: 65,780 shares; 2025Q2: 72,923 shares; 2025Q3: 79,069 shares; 2025Q4: 85,469 shares; 2026Q1: 89,195 shares 89,195 $11.7M 0.62% +3,726 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: 129,255 shares; 2024Q4: 133,068 shares; 2025Q1: 138,346 shares; 2025Q2: 148,566 shares; 2025Q3: 154,367 shares; 2025Q4: 164,469 shares; 2026Q1: 167,770 shares 167,770 $11.3M 0.6% +3,301 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: 181,116 shares; 2024Q4: 223,686 shares; 2025Q1: 244,619 shares; 2025Q2: 298,687 shares; 2025Q3: 348,424 shares; 2025Q4: 375,178 shares; 2026Q1: 400,600 shares 400,600 $11.2M 0.59% +25,422 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,852 shares; 2024Q4: 90,844 shares; 2025Q1: 95,534 shares; 2025Q2: 95,356 shares; 2025Q3: 107,793 shares; 2025Q4: 98,092 shares; 2026Q1: 105,651 shares 105,651 $11.1M 0.59% +7,559 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,625 shares; 2024Q4: 237,250 shares; 2025Q1: 260,313 shares; 2025Q2: 291,795 shares; 2025Q3: 323,718 shares; 2025Q4: 364,050 shares; 2026Q1: 400,904 shares 400,904 $11M 0.58% +36,854 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: 67,920 shares; 2024Q4: 69,543 shares; 2025Q1: 72,267 shares; 2025Q2: 77,321 shares; 2025Q3: 80,421 shares; 2025Q4: 85,621 shares; 2026Q1: 87,412 shares 87,412 $10.9M 0.57% +1,791 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,343 shares; 2024Q4: 72,700 shares; 2025Q1: 81,180 shares; 2025Q2: 92,344 shares; 2025Q3: 100,967 shares; 2025Q4: 109,675 shares; 2026Q1: 117,233 shares 117,233 $10.8M 0.57% +7,558 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: 99,953 shares; 2024Q4: 115,102 shares; 2025Q1: 122,610 shares; 2025Q2: 133,082 shares; 2025Q3: 136,942 shares; 2025Q4: 146,794 shares; 2026Q1: 140,387 shares 140,387 $10.7M 0.56% -6,407 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: 38,463 shares; 2024Q4: 44,938 shares; 2025Q1: 50,320 shares; 2025Q2: 59,770 shares; 2025Q3: 65,153 shares; 2025Q4: 69,384 shares; 2026Q1: 68,296 shares 68,296 $10.6M 0.56% -1,088 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,057 shares; 2024Q4: 248,961 shares; 2025Q1: 242,856 shares; 2025Q2: 242,697 shares; 2025Q3: 320,687 shares; 2025Q4: 328,636 shares; 2026Q1: 331,826 shares 331,826 $9.75M 0.52% +3,190 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: 41,269 shares; 2024Q4: 47,057 shares; 2025Q1: 50,353 shares; 2025Q2: 56,059 shares; 2025Q3: 60,361 shares; 2025Q4: 66,505 shares; 2026Q1: 64,464 shares 64,464 $9.31M 0.49% -2,041 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,244 shares; 2025Q1: 120,803 shares; 2025Q2: 120,485 shares; 2025Q3: 122,559 shares; 2025Q4: 123,107 shares; 2026Q1: 124,776 shares 124,776 $9.22M 0.49% +1,669 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,456 shares; 2024Q4: 60,188 shares; 2025Q1: 85,188 shares; 2025Q2: 101,499 shares; 2025Q3: 107,933 shares; 2025Q4: 72,328 shares; 2026Q1: 67,712 shares 67,712 $9M 0.48% -4,616 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,070 shares; 2024Q4: 48,920 shares; 2025Q1: 52,205 shares; 2025Q2: 57,517 shares; 2025Q3: 67,903 shares; 2025Q4: 79,708 shares; 2026Q1: 95,120 shares 95,120 $8.76M 0.46% +15,412 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,718 shares; 2024Q4: 120,808 shares; 2025Q1: 132,524 shares; 2025Q2: 144,047 shares; 2025Q3: 169,753 shares; 2025Q4: 197,473 shares; 2026Q1: 251,935 shares 251,935 $8M 0.42% +54,462 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,761 shares; 2024Q4: 62,312 shares; 2025Q1: 62,715 shares; 2025Q2: 64,712 shares; 2025Q3: 65,525 shares; 2025Q4: 62,892 shares; 2026Q1: 138,014 shares 138,014 $7.95M 0.42% +75,122 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: 1,860 shares; 2024Q4: 1,917 shares; 2025Q1: 2,051 shares; 2025Q2: 2,215 shares; 2025Q3: 2,232 shares; 2025Q4: 2,362 shares; 2026Q1: 2,267 shares 2,267 $7.66M 0.4% -95 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,643 shares; 2026Q1: 45,257 shares 45,257 $7.43M 0.39% +614 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,842 shares; 2024Q4: 73,838 shares; 2025Q1: 91,547 shares; 2025Q2: 103,319 shares; 2025Q3: 52,514 shares; 2025Q4: 48,749 shares; 2026Q1: 18,577 shares 18,577 $7.21M 0.38% -30,172 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,553 shares; 2025Q3: 76,931 shares; 2025Q4: 77,525 shares; 2026Q1: 82,831 shares 82,831 $6.92M 0.37% +5,306 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,813 shares; 2024Q4: 24,851 shares; 2025Q1: 23,862 shares; 2025Q2: 22,788 shares; 2025Q3: 22,113 shares; 2025Q4: 21,511 shares; 2026Q1: 63,978 shares 63,978 $6.41M 0.34% +42,467 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,700 shares; 2024Q4: 72,976 shares; 2025Q1: 70,833 shares; 2025Q2: 50,297 shares; 2025Q3: 33,581 shares; 2025Q4: 59,867 shares; 2026Q1: 61,721 shares 61,721 $5.92M 0.31% +1,854 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,649 shares 68,649 $5.91M 0.31% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,045 shares; 2024Q4: 85,872 shares; 2025Q1: 84,961 shares; 2025Q2: 87,130 shares; 2025Q3: 85,665 shares; 2025Q4: 88,381 shares; 2026Q1: 94,945 shares 94,945 $5.73M 0.3% +6,564 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,930 shares; 2024Q4: 51,196 shares; 2025Q1: 55,206 shares; 2025Q2: 60,026 shares; 2025Q3: 66,347 shares; 2025Q4: 73,793 shares; 2026Q1: 72,005 shares 72,005 $4.68M 0.25% -1,788 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,933 shares; 2024Q4: 15,779 shares; 2025Q1: not reported; 2025Q2: 31,395 shares; 2025Q3: 61,607 shares; 2025Q4: 62,104 shares; 2026Q1: 63,012 shares 63,012 $4.58M 0.24% +908 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON 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: not reported; 2025Q4: 185,068 shares; 2026Q1: 188,404 shares 188,404 $4.29M 0.23% +3,336 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,235 shares; 2024Q4: 26,612 shares; 2025Q1: 43,817 shares; 2025Q2: 45,002 shares; 2025Q3: 45,288 shares; 2025Q4: 63,029 shares; 2026Q1: 69,321 shares 69,321 $3.91M 0.21% +6,292 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,438 shares 19,438 $3.8M 0.2% 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: 38,214 shares; 2024Q4: 36,684 shares; 2025Q1: 25,840 shares; 2025Q2: 18,031 shares; 2025Q3: 17,912 shares; 2025Q4: 18,534 shares; 2026Q1: 18,709 shares 18,709 $3.71M 0.2% +175 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,091 shares; 2025Q1: 12,655 shares; 2025Q2: 13,406 shares; 2025Q3: 11,663 shares; 2025Q4: 10,428 shares; 2026Q1: 9,804 shares 9,804 $3.35M 0.18% -624 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: 28,470 shares; 2024Q4: 29,281 shares; 2025Q1: 31,027 shares; 2025Q2: 25,610 shares; 2025Q3: 21,083 shares; 2025Q4: 20,626 shares; 2026Q1: 13,074 shares 13,074 $3.32M 0.18% -7,552 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,707 shares; 2024Q4: 16,133 shares; 2025Q1: 18,185 shares; 2025Q2: 20,701 shares; 2025Q3: 20,345 shares; 2025Q4: 21,720 shares; 2026Q1: 22,401 shares 22,401 $3.26M 0.17% +681 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,763 shares; 2024Q4: 31,467 shares; 2025Q1: 30,225 shares; 2025Q2: 31,606 shares; 2025Q3: 30,900 shares; 2025Q4: 16,849 shares; 2026Q1: 16,477 shares 16,477 $3.26M 0.17% -372 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,007 shares; 2024Q4: 17,357 shares; 2025Q1: 18,286 shares; 2025Q2: 18,657 shares; 2025Q3: 19,690 shares; 2025Q4: 21,531 shares; 2026Q1: 21,451 shares 21,451 $3.13M 0.17% -80 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: 10,668 shares; 2024Q4: 12,688 shares; 2025Q1: 13,000 shares; 2025Q2: 12,002 shares; 2025Q3: 10,072 shares; 2025Q4: 10,124 shares; 2026Q1: 8,313 shares 8,313 $3.08M 0.16% -1,811 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,574 shares; 2024Q4: 128,296 shares; 2025Q1: 133,316 shares; 2025Q2: 103,037 shares; 2025Q3: 119,093 shares; 2025Q4: 170,749 shares; 2026Q1: 170,119 shares 170,119 $2.99M 0.16% -630 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,823 shares; 2025Q1: 2,994 shares; 2025Q2: 2,770 shares; 2025Q3: 2,325 shares; 2025Q4: 2,073 shares; 2026Q1: 1,995 shares 1,995 $2.94M 0.16% -78 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,697 shares; 2024Q4: 180,553 shares; 2025Q1: 51,779 shares; 2025Q2: 51,983 shares; 2025Q3: 88,306 shares; 2025Q4: 89,696 shares; 2026Q1: 90,808 shares 90,808 $2.54M 0.13% +1,112 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: 6,725 shares; 2024Q4: 6,756 shares; 2025Q1: 6,580 shares; 2025Q2: 5,901 shares; 2025Q3: 5,548 shares; 2025Q4: 5,290 shares; 2026Q1: 5,137 shares 5,137 $2.46M 0.13% -153 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,166 shares; 2025Q4: 64,882 shares; 2026Q1: 50,979 shares 50,979 $2.34M 0.12% -13,903 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,446 shares; 2024Q4: 23,343 shares; 2025Q1: 26,555 shares; 2025Q2: 39,726 shares; 2025Q3: 52,891 shares; 2025Q4: 66,214 shares; 2026Q1: 69,339 shares 69,339 $2.32M 0.12% +3,125 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 8,594 shares; 2025Q1: 9,590 shares; 2025Q2: 9,652 shares; 2025Q3: 9,220 shares; 2025Q4: 11,529 shares; 2026Q1: 11,995 shares 11,995 $2.27M 0.12% +466 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: 8,019 shares; 2024Q4: 8,660 shares; 2025Q1: 8,317 shares; 2025Q2: 9,770 shares; 2025Q3: 9,467 shares; 2025Q4: 7,717 shares; 2026Q1: 7,770 shares 7,770 $2.23M 0.12% +53 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 9,075 shares; 2025Q1: 10,715 shares; 2025Q2: 12,383 shares; 2025Q3: 8,872 shares; 2025Q4: 12,324 shares; 2026Q1: 10,443 shares 10,443 $2.21M 0.12% -1,881 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 13,388 shares; 2025Q1: 16,089 shares; 2025Q2: 26,479 shares; 2025Q3: 36,064 shares; 2025Q4: 45,805 shares; 2026Q1: 49,283 shares 49,283 $2.21M 0.12% +3,478 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS 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: 88,819 shares; 2025Q4: 96,985 shares; 2026Q1: 98,277 shares 98,277 $2.2M 0.12% +1,292 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 24,244 shares; 2025Q1: 32,375 shares; 2025Q2: 32,668 shares; 2025Q3: 25,061 shares; 2025Q4: 24,058 shares; 2026Q1: 23,048 shares 23,048 $2.19M 0.12% -1,010 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: 8,705 shares; 2024Q4: 8,752 shares; 2025Q1: 8,831 shares; 2025Q2: 8,376 shares; 2025Q3: 8,267 shares; 2025Q4: 8,270 shares; 2026Q1: 7,492 shares 7,492 $2.19M 0.12% -778 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,699 shares; 2024Q4: 59,775 shares; 2025Q1: 67,165 shares; 2025Q2: 71,657 shares; 2025Q3: 82,933 shares; 2025Q4: 91,093 shares; 2026Q1: 111,374 shares 111,374 $2.14M 0.11% +20,281 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS 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: 14,968 shares; 2025Q4: 45,396 shares; 2026Q1: 48,687 shares 48,687 $2.11M 0.11% +3,291 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 10,660 shares; 2025Q1: 12,421 shares; 2025Q2: 19,192 shares; 2025Q3: 24,807 shares; 2025Q4: 30,719 shares; 2026Q1: 32,809 shares 32,809 $2.05M 0.11% +2,090 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: 3,251 shares; 2024Q4: 3,632 shares; 2025Q1: 4,024 shares; 2025Q2: 3,693 shares; 2025Q3: 3,771 shares; 2025Q4: 4,639 shares; 2026Q1: 5,713 shares 5,713 $2.02M 0.11% +1,074 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: 3,187 shares; 2024Q4: 3,897 shares; 2025Q1: 3,332 shares; 2025Q2: 4,166 shares; 2025Q3: 4,228 shares; 2025Q4: 4,536 shares; 2026Q1: 4,614 shares 4,614 $2.02M 0.11% +78 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: 3,508 shares; 2024Q4: 3,457 shares; 2025Q1: not reported; 2025Q2: 18,104 shares; 2025Q3: 14,709 shares; 2025Q4: 13,385 shares; 2026Q1: 13,953 shares 13,953 $2M 0.11% +568 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: 32,289 shares; 2024Q4: 34,032 shares; 2025Q1: 35,884 shares; 2025Q2: 36,743 shares; 2025Q3: 40,153 shares; 2025Q4: 40,965 shares; 2026Q1: 39,917 shares 39,917 $1.92M 0.1% -1,048 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES 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: 20,782 shares; 2025Q3: 19,693 shares; 2025Q4: 26,728 shares; 2026Q1: 30,313 shares 30,313 $1.92M 0.1% +3,585 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: 5,062 shares; 2024Q4: 5,712 shares; 2025Q1: 6,698 shares; 2025Q2: 7,222 shares; 2025Q3: 5,579 shares; 2025Q4: 6,642 shares; 2026Q1: 7,876 shares 7,876 $1.91M 0.1% +1,234 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,127 shares; 2024Q4: 17,431 shares; 2025Q1: 22,513 shares; 2025Q2: 26,396 shares; 2025Q3: 19,483 shares; 2025Q4: 10,287 shares; 2026Q1: 10,751 shares 10,751 $1.89M 0.1% +464 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE 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: not reported; 2025Q3: not reported; 2025Q4: 85,208 shares; 2026Q1: 88,047 shares 88,047 $1.86M 0.1% +2,839 Timeline STRS STRATUS PPTYS INC More: the full row for STRATUS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,973 shares; 2024Q4: 45,716 shares; 2025Q1: 54,325 shares; 2025Q2: 57,995 shares; 2025Q3: 52,635 shares; 2025Q4: 59,147 shares; 2026Q1: 60,197 shares 60,197 $1.84M 0.1% +1,050 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: 14,433 shares; 2024Q4: 15,160 shares; 2025Q1: 14,763 shares; 2025Q2: 15,686 shares; 2025Q3: 15,187 shares; 2025Q4: 17,673 shares; 2026Q1: 19,012 shares 19,012 $1.83M 0.1% +1,339 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: 4,833 shares; 2024Q4: 15,044 shares; 2025Q1: 13,183 shares; 2025Q2: 13,896 shares; 2025Q3: 12,416 shares; 2025Q4: 12,643 shares; 2026Q1: 13,499 shares 13,499 $1.83M 0.1% +856 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: 18,486 shares; 2024Q4: 20,106 shares; 2025Q1: 21,308 shares; 2025Q2: 20,729 shares; 2025Q3: 9,034 shares; 2025Q4: 9,057 shares; 2026Q1: 12,277 shares 12,277 $1.81M 0.1% +3,220 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,900 shares; 2024Q4: 67,173 shares; 2025Q1: 73,649 shares; 2025Q2: 92,223 shares; 2025Q3: 84,257 shares; 2025Q4: 87,347 shares; 2026Q1: 92,106 shares 92,106 $1.78M 0.09% +4,759 Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,986 shares; 2024Q4: 52,593 shares; 2025Q1: 94,343 shares; 2025Q2: 105,689 shares; 2025Q3: 93,157 shares; 2025Q4: 96,930 shares; 2026Q1: 113,904 shares 113,904 $1.78M 0.09% +16,974 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,049 shares; 2026Q1: 99,942 shares 99,942 $1.77M 0.09% +11,893 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,774 shares; 2024Q4: 18,637 shares; 2025Q1: 28,655 shares; 2025Q2: 32,327 shares; 2025Q3: 31,542 shares; 2025Q4: 25,987 shares; 2026Q1: 27,945 shares 27,945 $1.72M 0.09% +1,958 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: 3,263 shares; 2024Q4: 3,297 shares; 2025Q1: 3,436 shares; 2025Q2: 3,188 shares; 2025Q3: 3,157 shares; 2025Q4: 3,393 shares; 2026Q1: 2,999 shares 2,999 $1.72M 0.09% -394 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 23,190 shares; 2025Q1: 26,469 shares; 2025Q2: 30,098 shares; 2025Q3: 27,677 shares; 2025Q4: 21,888 shares; 2026Q1: 28,381 shares 28,381 $1.69M 0.09% +6,493 Timeline GEO GEO GROUP INC More: the full row for GEO 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: 24,351 shares; 2025Q3: 56,923 shares; 2025Q4: 89,298 shares; 2026Q1: 98,839 shares 98,839 $1.66M 0.09% +9,541 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: 20,042 shares; 2024Q4: 20,095 shares; 2025Q1: 19,318 shares; 2025Q2: 17,120 shares; 2025Q3: 16,178 shares; 2025Q4: 15,539 shares; 2026Q1: 15,233 shares 15,233 $1.63M 0.09% -306 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 6,448 shares; 2025Q1: 8,285 shares; 2025Q2: 8,050 shares; 2025Q3: 7,409 shares; 2025Q4: 7,110 shares; 2026Q1: 6,561 shares 6,561 $1.62M 0.09% -549 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,913 shares; 2025Q1: 7,744 shares; 2025Q2: 6,298 shares; 2025Q3: 6,558 shares; 2025Q4: 8,103 shares; 2026Q1: 8,244 shares 8,244 $1.62M 0.09% +141 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,239 shares; 2025Q1: 3,382 shares; 2025Q2: 3,590 shares; 2025Q3: 3,233 shares; 2025Q4: 3,470 shares; 2026Q1: 3,568 shares 3,568 $1.59M 0.08% +98 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 87,106 shares 87,106 $1.58M 0.08% new 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: 24,836 shares; 2024Q4: 28,999 shares; 2025Q1: 30,145 shares; 2025Q2: 33,178 shares; 2025Q3: 30,198 shares; 2025Q4: 30,742 shares; 2026Q1: 31,485 shares 31,485 $1.53M 0.08% +743 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: not reported; 2024Q4: 5,824 shares; 2025Q1: 19,726 shares; 2025Q2: 20,124 shares; 2025Q3: 18,157 shares; 2025Q4: 24,949 shares; 2026Q1: 21,717 shares 21,717 $1.53M 0.08% -3,232 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: 5,264 shares; 2024Q4: 5,116 shares; 2025Q1: 5,666 shares; 2025Q2: 5,693 shares; 2025Q3: 6,084 shares; 2025Q4: 6,308 shares; 2026Q1: 6,448 shares 6,448 $1.52M 0.08% +140 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,575 shares; 2024Q4: 25,176 shares; 2025Q1: 28,334 shares; 2025Q2: 20,763 shares; 2025Q3: 29,558 shares; 2025Q4: 29,765 shares; 2026Q1: 25,445 shares 25,445 $1.48M 0.08% -4,320 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: 4,979 shares; 2024Q4: 5,197 shares; 2025Q1: 5,299 shares; 2025Q2: 5,387 shares; 2025Q3: 4,762 shares; 2025Q4: 4,799 shares; 2026Q1: 4,981 shares 4,981 $1.47M 0.08% +182 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: 17,450 shares; 2024Q4: 17,016 shares; 2025Q1: 17,050 shares; 2025Q2: 18,055 shares; 2025Q3: 17,961 shares; 2025Q4: 17,784 shares; 2026Q1: 16,750 shares 16,750 $1.45M 0.08% -1,034 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,368 shares; 2025Q1: 3,209 shares; 2025Q2: 3,597 shares; 2025Q3: 3,055 shares; 2025Q4: 2,707 shares; 2026Q1: 2,615 shares 2,615 $1.44M 0.08% -92 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 4,667 shares; 2025Q1: 5,263 shares; 2025Q2: 5,559 shares; 2025Q3: 6,537 shares; 2025Q4: 6,012 shares; 2026Q1: 5,795 shares 5,795 $1.43M 0.08% -217 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: 83,599 shares; 2025Q3: 75,257 shares; 2025Q4: 63,929 shares; 2026Q1: 81,317 shares 81,317 $1.41M 0.07% +17,388 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,555 shares; 2025Q1: 5,185 shares; 2025Q2: 5,463 shares; 2025Q3: 5,541 shares; 2025Q4: 5,650 shares; 2026Q1: 5,610 shares 5,610 $1.4M 0.07% -40 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: 5,607 shares; 2024Q4: 6,180 shares; 2025Q1: 6,943 shares; 2025Q2: 7,522 shares; 2025Q3: 10,528 shares; 2025Q4: 10,807 shares; 2026Q1: 10,582 shares 10,582 $1.4M 0.07% -225 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,744 shares; 2024Q4: 7,523 shares; 2025Q1: 10,255 shares; 2025Q2: 10,356 shares; 2025Q3: 10,133 shares; 2025Q4: 9,470 shares; 2026Q1: 10,170 shares 10,170 $1.4M 0.07% +700 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,099 shares; 2025Q1: 23,120 shares; 2025Q2: 21,980 shares; 2025Q3: 20,151 shares; 2025Q4: 18,532 shares; 2026Q1: 20,044 shares 20,044 $1.39M 0.07% +1,512 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,177 shares; 2024Q4: 134,814 shares; 2025Q1: 189,143 shares; 2025Q2: 189,747 shares; 2025Q3: 168,305 shares; 2025Q4: 164,574 shares; 2026Q1: 162,044 shares 162,044 $1.37M 0.07% -2,530 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: 3,204 shares; 2024Q4: 3,055 shares; 2025Q1: 2,797 shares; 2025Q2: 3,166 shares; 2025Q3: 3,127 shares; 2025Q4: 2,606 shares; 2026Q1: 2,528 shares 2,528 $1.36M 0.07% -78 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: 3,811 shares; 2024Q4: 4,053 shares; 2025Q1: 4,260 shares; 2025Q2: 4,484 shares; 2025Q3: 4,738 shares; 2025Q4: 4,884 shares; 2026Q1: 5,563 shares 5,563 $1.35M 0.07% +679 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,185 shares; 2025Q2: 32,718 shares; 2025Q3: 31,699 shares; 2025Q4: 32,355 shares; 2026Q1: 30,665 shares 30,665 $1.34M 0.07% -1,690 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,993 shares; 2024Q4: 14,370 shares; 2025Q1: 15,135 shares; 2025Q2: 16,028 shares; 2025Q3: 16,526 shares; 2025Q4: 17,446 shares; 2026Q1: 18,774 shares 18,774 $1.33M 0.07% +1,328 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY 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: 153,609 shares; 2025Q4: 195,417 shares; 2026Q1: 251,304 shares 251,304 $1.32M 0.07% +55,887 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: 4,225 shares; 2024Q4: 4,280 shares; 2025Q1: 4,682 shares; 2025Q2: 4,326 shares; 2025Q3: 2,370 shares; 2025Q4: 2,471 shares; 2026Q1: 2,600 shares 2,600 $1.3M 0.07% +129 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 6,754 shares; 2025Q1: 7,125 shares; 2025Q2: 10,212 shares; 2025Q3: 10,003 shares; 2025Q4: 10,891 shares; 2026Q1: 10,512 shares 10,512 $1.27M 0.07% -379 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,558 shares; 2025Q1: 5,975 shares; 2025Q2: 6,436 shares; 2025Q3: 6,914 shares; 2025Q4: 6,256 shares; 2026Q1: 7,144 shares 7,144 $1.24M 0.07% +888 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 19,247 shares; 2025Q1: 26,357 shares; 2025Q2: 25,246 shares; 2025Q3: 16,829 shares; 2025Q4: 17,800 shares; 2026Q1: 21,638 shares 21,638 $1.23M 0.06% +3,838 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 12,153 shares; 2025Q4: 26,348 shares; 2026Q1: 29,045 shares 29,045 $1.21M 0.06% +2,697 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: 15,150 shares; 2024Q4: 16,131 shares; 2025Q1: 16,400 shares; 2025Q2: 17,413 shares; 2025Q3: 17,562 shares; 2025Q4: 18,200 shares; 2026Q1: 17,967 shares 17,967 $1.15M 0.06% -233 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,152 shares; 2024Q4: 27,721 shares; 2025Q1: 41,645 shares; 2025Q2: 31,831 shares; 2025Q3: 30,953 shares; 2025Q4: 33,612 shares; 2026Q1: 40,129 shares 40,129 $1.14M 0.06% +6,517 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,262 shares; 2025Q2: 27,982 shares; 2025Q3: 32,477 shares; 2025Q4: 35,135 shares; 2026Q1: 26,728 shares 26,728 $1.14M 0.06% -8,407 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: 30,578 shares; 2024Q4: 31,675 shares; 2025Q1: 26,550 shares; 2025Q2: 14,169 shares; 2025Q3: 12,721 shares; 2025Q4: 20,249 shares; 2026Q1: 21,646 shares 21,646 $1.14M 0.06% +1,397 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 4,374 shares; 2025Q1: 4,617 shares; 2025Q2: 5,544 shares; 2025Q3: 5,626 shares; 2025Q4: 5,660 shares; 2026Q1: 5,952 shares 5,952 $1.13M 0.06% +292 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,413 shares; 2024Q4: 24,121 shares; 2025Q1: 30,559 shares; 2025Q2: 25,291 shares; 2025Q3: 16,564 shares; 2025Q4: 17,231 shares; 2026Q1: 17,334 shares 17,334 $1.12M 0.06% +103 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,543 shares; 2026Q1: 19,609 shares 19,609 $1.12M 0.06% +66 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: 17,498 shares; 2026Q1: 32,542 shares 32,542 $1.1M 0.06% +15,044 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS 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: 116,698 shares; 2025Q3: 118,022 shares; 2025Q4: 104,848 shares; 2026Q1: 131,478 shares 131,478 $1.09M 0.06% +26,630 Timeline MYE MYERS INDS INC More: the full row for MYERS 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: not reported; 2025Q4: 51,354 shares; 2026Q1: 51,389 shares 51,389 $1.09M 0.06% +35 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,791 shares; 2025Q1: 4,422 shares; 2025Q2: 5,632 shares; 2025Q3: 5,941 shares; 2025Q4: 6,963 shares; 2026Q1: 6,929 shares 6,929 $1.04M 0.05% -34 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 14,247 shares; 2025Q1: 14,841 shares; 2025Q2: 13,523 shares; 2025Q3: 12,982 shares; 2025Q4: 13,281 shares; 2026Q1: 13,055 shares 13,055 $1.04M 0.05% -226 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: 8,698 shares; 2024Q4: 9,162 shares; 2025Q1: 9,625 shares; 2025Q2: 9,841 shares; 2025Q3: 9,041 shares; 2025Q4: 9,378 shares; 2026Q1: 8,724 shares 8,724 $1.03M 0.05% -654 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,306 shares; 2024Q4: 26,504 shares; 2025Q1: 29,718 shares; 2025Q2: 30,856 shares; 2025Q3: 31,613 shares; 2025Q4: 38,618 shares; 2026Q1: 38,971 shares 38,971 $1.03M 0.05% +353 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: 1,987 shares; 2024Q4: 2,012 shares; 2025Q1: 2,062 shares; 2025Q2: 2,142 shares; 2025Q3: 1,846 shares; 2025Q4: 1,691 shares; 2026Q1: 2,375 shares 2,375 $1.02M 0.05% +684 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,229 shares; 2025Q1: 5,928 shares; 2025Q2: 6,430 shares; 2025Q3: 8,190 shares; 2025Q4: 14,114 shares; 2026Q1: 18,151 shares 18,151 $1.01M 0.05% +4,037 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,643 shares 9,643 $1.01M 0.05% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 14,889 shares; 2025Q1: 17,626 shares; 2025Q2: 22,183 shares; 2025Q3: 29,624 shares; 2025Q4: 32,306 shares; 2026Q1: 37,447 shares 37,447 $981K 0.05% +5,141 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,841 shares; 2025Q1: 2,024 shares; 2025Q2: 2,464 shares; 2025Q3: 2,653 shares; 2025Q4: 2,822 shares; 2026Q1: 2,802 shares 2,802 $951K 0.05% -20 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,217 shares; 2025Q1: 1,337 shares; 2025Q2: 1,452 shares; 2025Q3: 1,371 shares; 2025Q4: 1,250 shares; 2026Q1: 1,301 shares 1,301 $948K 0.05% +51 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: 7,214 shares; 2024Q4: 7,186 shares; 2025Q1: 6,907 shares; 2025Q2: 6,256 shares; 2025Q3: 6,259 shares; 2025Q4: 6,208 shares; 2026Q1: 6,367 shares 6,367 $920K 0.05% +159 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: 17,786 shares; 2024Q4: 17,003 shares; 2025Q1: 16,044 shares; 2025Q2: 13,285 shares; 2025Q3: 11,806 shares; 2025Q4: 12,164 shares; 2026Q1: 10,379 shares 10,379 $899K 0.05% -1,785 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,455 shares; 2024Q4: 22,640 shares; 2025Q1: 10,235 shares; 2025Q2: 9,159 shares; 2025Q3: 8,447 shares; 2025Q4: 7,807 shares; 2026Q1: 4,429 shares 4,429 $899K 0.05% -3,378 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD 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: 31,847 shares 31,847 $888K 0.05% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 830 shares; 2025Q1: 899 shares; 2025Q2: 1,257 shares; 2025Q3: 1,206 shares; 2025Q4: 1,143 shares; 2026Q1: 1,132 shares 1,132 $875K 0.05% -11 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,224 shares; 2025Q1: 3,196 shares; 2025Q2: 3,443 shares; 2025Q3: 1,853 shares; 2025Q4: 1,746 shares; 2026Q1: 1,772 shares 1,772 $871K 0.05% +26 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: 1,328 shares; 2024Q4: 1,493 shares; 2025Q1: 1,275 shares; 2025Q2: 1,277 shares; 2025Q3: 1,064 shares; 2025Q4: 1,000 shares; 2026Q1: 995 shares 995 $861K 0.05% -5 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,600 shares; 2025Q1: 34,392 shares; 2025Q2: 37,235 shares; 2025Q3: 38,754 shares; 2025Q4: 39,417 shares; 2026Q1: 40,290 shares 40,290 $859K 0.05% +873 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: 5,246 shares; 2024Q4: 5,466 shares; 2025Q1: 5,599 shares; 2025Q2: 5,517 shares; 2025Q3: 5,567 shares; 2025Q4: 5,719 shares; 2026Q1: 5,869 shares 5,869 $858K 0.05% +150 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,620 shares; 2026Q1: 3,006 shares 3,006 $849K 0.04% +386 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,627 shares 15,627 $843K 0.04% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,926 shares; 2025Q1: 4,638 shares; 2025Q2: 4,445 shares; 2025Q3: 4,238 shares; 2025Q4: 4,139 shares; 2026Q1: 3,930 shares 3,930 $817K 0.04% -209 Timeline ICSH 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: 12,710 shares; 2025Q4: 14,563 shares; 2026Q1: 16,109 shares 16,109 $815K 0.04% +1,546 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: 6,068 shares; 2024Q4: 6,406 shares; 2025Q1: 6,578 shares; 2025Q2: 6,829 shares; 2025Q3: 7,015 shares; 2025Q4: 7,419 shares; 2026Q1: 7,330 shares 7,330 $806K 0.04% -89 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: 8,157 shares; 2024Q4: 8,259 shares; 2025Q1: 8,100 shares; 2025Q2: 8,684 shares; 2025Q3: 8,831 shares; 2025Q4: 9,522 shares; 2026Q1: 9,847 shares 9,847 $797K 0.04% +325 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,621 shares; 2024Q4: 57,672 shares; 2025Q1: 53,170 shares; 2025Q2: 54,610 shares; 2025Q3: 46,258 shares; 2025Q4: 48,071 shares; 2026Q1: 35,073 shares 35,073 $793K 0.04% -12,998 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: 12,390 shares; 2024Q4: 12,599 shares; 2025Q1: 11,424 shares; 2025Q2: 13,206 shares; 2025Q3: 10,234 shares; 2025Q4: 7,822 shares; 2026Q1: 8,411 shares 8,411 $792K 0.04% +589 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,019 shares; 2024Q4: 10,109 shares; 2025Q1: 10,911 shares; 2025Q2: 11,275 shares; 2025Q3: 12,055 shares; 2025Q4: 12,878 shares; 2026Q1: 12,856 shares 12,856 $785K 0.04% -22 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: 10,329 shares; 2025Q3: 6,068 shares; 2025Q4: 8,240 shares; 2026Q1: 6,251 shares 6,251 $782K 0.04% -1,989 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: 12,878 shares; 2024Q4: 14,497 shares; 2025Q1: 14,678 shares; 2025Q2: 12,985 shares; 2025Q3: 10,737 shares; 2025Q4: 10,193 shares; 2026Q1: 10,801 shares 10,801 $776K 0.04% +608 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: 2,185 shares; 2024Q4: 2,417 shares; 2025Q1: 2,620 shares; 2025Q2: 2,682 shares; 2025Q3: 2,500 shares; 2025Q4: 2,615 shares; 2026Q1: 2,235 shares 2,235 $771K 0.04% -380 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 5,924 shares; 2025Q2: 6,037 shares; 2025Q3: 6,212 shares; 2025Q4: 6,183 shares; 2026Q1: 6,411 shares 6,411 $761K 0.04% +228 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 4,204 shares; 2025Q4: 4,243 shares; 2026Q1: 4,174 shares 4,174 $751K 0.04% -69 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 16,109 shares; 2025Q1: 13,493 shares; 2025Q2: 13,765 shares; 2025Q3: 13,341 shares; 2025Q4: 14,095 shares; 2026Q1: 15,550 shares 15,550 $746K 0.04% +1,455 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: 3,768 shares; 2024Q4: 3,433 shares; 2025Q1: 3,618 shares; 2025Q2: 3,726 shares; 2025Q3: 3,772 shares; 2025Q4: 3,920 shares; 2026Q1: 3,998 shares 3,998 $738K 0.04% +78 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,375 shares; 2025Q1: 14,834 shares; 2025Q2: 19,620 shares; 2025Q3: 20,516 shares; 2025Q4: 20,955 shares; 2026Q1: 20,880 shares 20,880 $734K 0.04% -75 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,843 shares; 2025Q1: 2,933 shares; 2025Q2: 3,030 shares; 2025Q3: 3,099 shares; 2025Q4: 3,199 shares; 2026Q1: 3,268 shares 3,268 $712K 0.04% +69 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 13,360 shares; 2025Q1: 12,905 shares; 2025Q2: 6,997 shares; 2025Q3: 7,954 shares; 2025Q4: 8,281 shares; 2026Q1: 9,803 shares 9,803 $711K 0.04% +1,522 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: 3,112 shares; 2024Q4: 3,350 shares; 2025Q1: 3,275 shares; 2025Q2: 4,088 shares; 2025Q3: 3,696 shares; 2025Q4: 3,383 shares; 2026Q1: 3,748 shares 3,748 $711K 0.04% +365 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,374 shares; 2025Q1: 3,212 shares; 2025Q2: 3,321 shares; 2025Q3: 3,320 shares; 2025Q4: 3,482 shares; 2026Q1: 3,607 shares 3,607 $707K 0.04% +125 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: not reported; 2024Q4: 1,187 shares; 2025Q1: 2,833 shares; 2025Q2: 2,665 shares; 2025Q3: 2,515 shares; 2025Q4: 3,189 shares; 2026Q1: 3,116 shares 3,116 $704K 0.04% -73 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 2,272 shares; 2025Q1: 2,449 shares; 2025Q2: 3,003 shares; 2025Q3: 3,019 shares; 2025Q4: 3,099 shares; 2026Q1: 4,031 shares 4,031 $696K 0.04% +932 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 4,728 shares; 2025Q1: 4,686 shares; 2025Q2: 4,807 shares; 2025Q3: 4,835 shares; 2025Q4: 5,047 shares; 2026Q1: 5,116 shares 5,116 $692K 0.04% +69 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,647 shares; 2025Q4: 2,666 shares; 2026Q1: 2,503 shares 2,503 $685K 0.04% -163 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 8,154 shares; 2025Q1: 8,319 shares; 2025Q2: 8,581 shares; 2025Q3: 9,838 shares; 2025Q4: 10,223 shares; 2026Q1: 10,190 shares 10,190 $685K 0.04% -33 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,792 shares; 2025Q3: 7,074 shares; 2025Q4: 7,527 shares; 2026Q1: 8,962 shares 8,962 $684K 0.04% +1,435 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,685 shares; 2025Q1: 2,959 shares; 2025Q2: 3,040 shares; 2025Q3: 3,122 shares; 2025Q4: 3,176 shares; 2026Q1: 3,266 shares 3,266 $681K 0.04% +90 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 3,048 shares; 2025Q1: 3,293 shares; 2025Q2: 3,350 shares; 2025Q3: 3,360 shares; 2025Q4: 3,520 shares; 2026Q1: 3,555 shares 3,555 $677K 0.04% +35 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,263 shares; 2025Q1: 6,870 shares; 2025Q2: 7,416 shares; 2025Q3: 8,694 shares; 2025Q4: 9,114 shares; 2026Q1: 8,862 shares 8,862 $671K 0.04% -252 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,354 shares; 2025Q1: 2,084 shares; 2025Q2: 2,219 shares; 2025Q3: 1,944 shares; 2025Q4: 1,976 shares; 2026Q1: 2,028 shares 2,028 $666K 0.04% +52 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 7,390 shares; 2025Q1: 7,534 shares; 2025Q2: 7,748 shares; 2025Q3: 15,317 shares; 2025Q4: 15,533 shares; 2026Q1: 9,807 shares 9,807 $663K 0.04% -5,726 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,559 shares; 2025Q4: 52,416 shares; 2026Q1: 42,201 shares 42,201 $661K 0.03% -10,215 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,678 shares; 2024Q4: 34,874 shares; 2025Q1: 31,458 shares; 2025Q2: 28,257 shares; 2025Q3: 22,962 shares; 2025Q4: 20,747 shares; 2026Q1: 18,625 shares 18,625 $660K 0.03% -2,122 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,313 shares; 2025Q1: 5,147 shares; 2025Q2: 4,944 shares; 2025Q3: 4,839 shares; 2025Q4: 4,839 shares; 2026Q1: 4,839 shares 4,839 $657K 0.03% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,899 shares; 2024Q4: 19,136 shares; 2025Q1: 18,838 shares; 2025Q2: 14,799 shares; 2025Q3: 14,341 shares; 2025Q4: 15,112 shares; 2026Q1: 15,087 shares 15,087 $651K 0.03% -25 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 15,457 shares; 2025Q1: 16,614 shares; 2025Q2: 17,002 shares; 2025Q3: 16,208 shares; 2025Q4: 17,160 shares; 2026Q1: 11,955 shares 11,955 $649K 0.03% -5,205 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,464 shares; 2025Q1: 2,641 shares; 2025Q2: 2,812 shares; 2025Q3: 3,017 shares; 2025Q4: 3,147 shares; 2026Q1: 3,147 shares 3,147 $643K 0.03% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 20,421 shares; 2025Q1: 21,367 shares; 2025Q2: 21,871 shares; 2025Q3: 25,052 shares; 2025Q4: 26,611 shares; 2026Q1: 24,534 shares 24,534 $641K 0.03% -2,077 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,677 shares; 2024Q4: 9,358 shares; 2025Q1: 8,703 shares; 2025Q2: 8,925 shares; 2025Q3: 8,996 shares; 2025Q4: 9,676 shares; 2026Q1: 9,587 shares 9,587 $635K 0.03% -89 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,851 shares; 2025Q1: 4,545 shares; 2025Q2: 4,657 shares; 2025Q3: 4,713 shares; 2025Q4: 5,002 shares; 2026Q1: 4,412 shares 4,412 $633K 0.03% -590 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY 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: 7,055 shares; 2025Q4: not reported; 2026Q1: 6,827 shares 6,827 $630K 0.03% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 5,224 shares; 2025Q1: 5,219 shares; 2025Q2: 4,276 shares; 2025Q3: 5,121 shares; 2025Q4: 5,358 shares; 2026Q1: 6,347 shares 6,347 $625K 0.03% +989 Timeline POWL POWELL INDS INC More: the full row for POWELL 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: 4,956 shares; 2025Q4: 4,164 shares; 2026Q1: 3,435 shares 3,435 $620K 0.03% -729 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,152 shares; 2025Q1: 6,489 shares; 2025Q2: 5,255 shares; 2025Q3: 5,337 shares; 2025Q4: 5,769 shares; 2026Q1: 6,361 shares 6,361 $615K 0.03% +592 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 4,439 shares; 2025Q1: 4,443 shares; 2025Q2: 4,747 shares; 2025Q3: 4,762 shares; 2025Q4: 5,843 shares; 2026Q1: 6,771 shares 6,771 $612K 0.03% +928 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,128 shares; 2024Q4: 20,852 shares; 2025Q1: 20,954 shares; 2025Q2: 24,190 shares; 2025Q3: 24,762 shares; 2025Q4: 27,187 shares; 2026Q1: 27,042 shares 27,042 $611K 0.03% -145 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: 3,112 shares; 2026Q1: 2,632 shares 2,632 $605K 0.03% -480 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,177 shares; 2025Q1: 4,678 shares; 2025Q2: 4,672 shares; 2025Q3: 4,655 shares; 2025Q4: 4,945 shares; 2026Q1: 5,160 shares 5,160 $598K 0.03% +215 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,649 shares; 2024Q4: 14,810 shares; 2025Q1: 12,714 shares; 2025Q2: 13,018 shares; 2025Q3: 13,237 shares; 2025Q4: 13,716 shares; 2026Q1: 16,333 shares 16,333 $589K 0.03% +2,617 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,759 shares; 2025Q1: 1,612 shares; 2025Q2: 1,683 shares; 2025Q3: 1,680 shares; 2025Q4: 1,770 shares; 2026Q1: 1,819 shares 1,819 $583K 0.03% +49 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 6,490 shares; 2025Q1: 7,026 shares; 2025Q2: 7,141 shares; 2025Q3: 7,131 shares; 2025Q4: 7,451 shares; 2026Q1: 6,267 shares 6,267 $578K 0.03% -1,184 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 5,253 shares; 2025Q1: 5,461 shares; 2025Q2: 6,245 shares; 2025Q3: 6,697 shares; 2025Q4: 7,164 shares; 2026Q1: 7,589 shares 7,589 $572K 0.03% +425 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,908 shares; 2024Q4: 6,434 shares; 2025Q1: 8,041 shares; 2025Q2: 8,897 shares; 2025Q3: 8,407 shares; 2025Q4: 8,915 shares; 2026Q1: 8,816 shares 8,816 $570K 0.03% -99 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,504 shares; 2025Q1: 2,803 shares; 2025Q2: 3,266 shares; 2025Q3: 3,603 shares; 2025Q4: 3,828 shares; 2026Q1: 3,013 shares 3,013 $564K 0.03% -815 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: 2,337 shares; 2024Q4: 2,097 shares; 2025Q1: 2,259 shares; 2025Q2: 1,919 shares; 2025Q3: 2,232 shares; 2025Q4: 2,353 shares; 2026Q1: 2,576 shares 2,576 $564K 0.03% +223 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,244 shares; 2025Q1: 3,119 shares; 2025Q2: 3,199 shares; 2025Q3: 3,264 shares; 2025Q4: 3,456 shares; 2026Q1: 3,889 shares 3,889 $563K 0.03% +433 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,977 shares; 2025Q4: 1,937 shares; 2026Q1: 2,829 shares 2,829 $536K 0.03% +892 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: not reported; 2025Q3: 4,237 shares; 2025Q4: 4,125 shares; 2026Q1: 4,092 shares 4,092 $536K 0.03% -33 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 2,042 shares; 2025Q1: 2,122 shares; 2025Q2: 2,362 shares; 2025Q3: 2,883 shares; 2025Q4: 3,071 shares; 2026Q1: 3,155 shares 3,155 $515K 0.03% +84 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 3,678 shares; 2025Q1: 3,480 shares; 2025Q2: 3,978 shares; 2025Q3: 3,965 shares; 2025Q4: 4,351 shares; 2026Q1: 4,381 shares 4,381 $515K 0.03% +30 Timeline IXUS 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: 5,624 shares; 2025Q3: 5,624 shares; 2025Q4: 5,729 shares; 2026Q1: 5,729 shares 5,729 $496K 0.03% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,808 shares 25,808 $477K 0.03% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,723 shares 4,723 $469K 0.02% new Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 12,718 shares; 2025Q4: 15,541 shares; 2026Q1: 18,462 shares 18,462 $467K 0.02% +2,921 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 7,862 shares; 2026Q1: 9,258 shares 9,258 $461K 0.02% +1,396 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: 1,160 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $446K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 770 shares; 2025Q4: 761 shares; 2026Q1: 762 shares 762 $440K 0.02% +1 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: 825 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312 $432K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 993 shares; 2025Q1: 943 shares; 2025Q2: 1,249 shares; 2025Q3: 1,360 shares; 2025Q4: 1,595 shares; 2026Q1: 1,670 shares 1,670 $430K 0.02% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,395 shares; 2025Q3: 6,126 shares; 2025Q4: 6,041 shares; 2026Q1: 5,744 shares 5,744 $410K 0.02% -297 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,299 shares; 2025Q3: 1,272 shares; 2025Q4: 1,313 shares; 2026Q1: 1,333 shares 1,333 $387K 0.02% +20 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: 830 shares; 2024Q4: 944 shares; 2025Q1: 1,737 shares; 2025Q2: 1,717 shares; 2025Q3: 1,672 shares; 2025Q4: 2,082 shares; 2026Q1: 1,161 shares 1,161 $372K 0.02% -921 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 593 shares; 2025Q3: 551 shares; 2025Q4: 713 shares; 2026Q1: 702 shares 702 $345K 0.02% -11 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 855 shares; 2025Q4: 877 shares; 2026Q1: 901 shares 901 $305K 0.02% +24 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: 2,307 shares; 2025Q1: not reported; 2025Q2: 2,357 shares; 2025Q3: 2,411 shares; 2025Q4: 2,495 shares; 2026Q1: 3,689 shares 3,689 $298K 0.02% +1,194 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,772 shares; 2025Q1: 6,444 shares; 2025Q2: 3,338 shares; 2025Q3: 5,579 shares; 2025Q4: 4,802 shares; 2026Q1: 4,846 shares 4,846 $286K 0.02% +44 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,056 shares; 2025Q4: 5,004 shares; 2026Q1: 5,574 shares 5,574 $281K 0.01% +570 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 1,542 shares; 2025Q1: 2,574 shares; 2025Q2: 1,312 shares; 2025Q3: 6,043 shares; 2025Q4: 6,355 shares; 2026Q1: 1,589 shares 1,589 $277K 0.01% -4,766 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,384 shares; 2025Q4: 5,048 shares; 2026Q1: 5,666 shares 5,666 $277K 0.01% +618 Timeline FBK FB FINL CORP More: the full row for FB 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: 4,192 shares; 2025Q4: 4,791 shares; 2026Q1: 4,917 shares 4,917 $255K 0.01% +126 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares; 2026Q1: 788 shares 788 $238K 0.01% +31 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: not reported; 2024Q4: 636 shares; 2025Q1: 786 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 637 shares; 2026Q1: 636 shares 636 $236K 0.01% -1 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW 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: 6,892 shares 6,892 $230K 0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,131 shares; 2026Q1: 1,136 shares 1,136 $218K 0.01% +5 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,250 shares 10,250 $208K 0.01% new 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: not reported; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $206K 0.01% 0 Timeline SCHM 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: 6,494 shares 6,494 $201K 0.01% new Timeline