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: 942,322 shares; 2024Q4: 925,910 shares; 2025Q1: 882,683 shares; 2025Q2: 913,083 shares; 2025Q3: 883,115 shares; 2025Q4: 854,549 shares; 2026Q1: 847,854 shares 847,854 $279M 4.14% -6,695 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: 1,704,146 shares; 2024Q4: 1,621,477 shares; 2025Q1: 1,549,346 shares; 2025Q2: 1,346,426 shares; 2025Q3: 1,298,713 shares; 2025Q4: 1,190,302 shares; 2026Q1: 1,172,617 shares 1,172,617 $205M 3.03% -17,685 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: 540,696 shares; 2024Q4: 540,882 shares; 2025Q1: 530,974 shares; 2025Q2: 467,101 shares; 2025Q3: 459,206 shares; 2025Q4: 442,485 shares; 2026Q1: 470,285 shares 470,285 $174M 2.58% +27,800 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: 830,809 shares; 2024Q4: 834,106 shares; 2025Q1: 801,905 shares; 2025Q2: 712,562 shares; 2025Q3: 704,716 shares; 2025Q4: 621,427 shares; 2026Q1: 583,652 shares 583,652 $168M 2.49% -37,775 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,093 shares; 2024Q4: 697,291 shares; 2025Q1: 684,339 shares; 2025Q2: 676,030 shares; 2025Q3: 660,791 shares; 2025Q4: 625,007 shares; 2026Q1: 555,252 shares 555,252 $159M 2.36% -69,755 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: 841,393 shares; 2024Q4: 838,774 shares; 2025Q1: 756,328 shares; 2025Q2: 704,780 shares; 2025Q3: 700,660 shares; 2025Q4: 612,988 shares; 2026Q1: 593,394 shares 593,394 $151M 2.23% -19,594 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023,770 shares; 2024Q4: 2,000,169 shares; 2025Q1: 2,001,910 shares; 2025Q2: 1,852,147 shares; 2025Q3: 1,818,092 shares; 2025Q4: 1,754,253 shares; 2026Q1: 1,635,839 shares 1,635,839 $144M 2.14% -118,414 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807,403 shares; 2024Q4: 806,947 shares; 2025Q1: 817,918 shares; 2025Q2: 767,013 shares; 2025Q3: 760,187 shares; 2025Q4: 663,232 shares; 2026Q1: 655,327 shares 655,327 $136M 2.02% -7,905 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: 337,822 shares; 2024Q4: 344,063 shares; 2025Q1: 374,017 shares; 2025Q2: 328,814 shares; 2025Q3: 352,735 shares; 2025Q4: 346,012 shares; 2026Q1: 336,097 shares 336,097 $115M 1.7% -9,915 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375,007 shares; 2024Q4: 1,372,666 shares; 2025Q1: 1,343,746 shares; 2025Q2: 1,155,843 shares; 2025Q3: 1,172,832 shares; 2025Q4: 1,172,550 shares; 2026Q1: 1,162,536 shares 1,162,536 $108M 1.6% -10,014 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: 228,850 shares; 2024Q4: 233,781 shares; 2025Q1: 226,634 shares; 2025Q2: 226,942 shares; 2025Q3: 223,616 shares; 2025Q4: 207,630 shares; 2026Q1: 199,258 shares 199,258 $95.5M 1.42% -8,372 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972,031 shares; 2024Q4: 979,246 shares; 2025Q1: 874,411 shares; 2025Q2: 856,448 shares; 2025Q3: 847,377 shares; 2025Q4: 845,634 shares; 2026Q1: 788,539 shares 788,539 $85.6M 1.27% -57,095 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 73,445 shares; 2025Q2: 193,847 shares; 2025Q3: 163,263 shares; 2025Q4: 282,592 shares; 2026Q1: 774,950 shares 774,950 $82M 1.22% +492,358 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: 387,272 shares; 2024Q4: 383,524 shares; 2025Q1: 381,065 shares; 2025Q2: 352,252 shares; 2025Q3: 349,947 shares; 2025Q4: 354,143 shares; 2026Q1: 353,043 shares 353,043 $77.3M 1.15% -1,100 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908,991 shares; 2024Q4: 871,154 shares; 2025Q1: 872,296 shares; 2025Q2: 717,605 shares; 2025Q3: 723,773 shares; 2025Q4: 717,134 shares; 2026Q1: 703,617 shares 703,617 $76.2M 1.13% -13,517 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: 279,076 shares; 2024Q4: 279,039 shares; 2025Q1: 277,908 shares; 2025Q2: 269,066 shares; 2025Q3: 262,461 shares; 2025Q4: 257,387 shares; 2026Q1: 251,343 shares 251,343 $73.9M 1.1% -6,044 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: 310,430 shares; 2024Q4: 392,612 shares; 2025Q1: 395,451 shares; 2025Q2: 346,308 shares; 2025Q3: 335,231 shares; 2025Q4: 333,901 shares; 2026Q1: 337,526 shares 337,526 $73.4M 1.09% +3,625 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,810 shares; 2024Q4: 219,745 shares; 2025Q1: 424,442 shares; 2025Q2: 345,127 shares; 2025Q3: 344,162 shares; 2025Q4: 338,171 shares; 2026Q1: 291,400 shares 291,400 $73M 1.08% -46,771 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,350 shares; 2024Q4: 245,539 shares; 2025Q1: 206,405 shares; 2025Q2: 272,239 shares; 2025Q3: 255,254 shares; 2025Q4: 258,928 shares; 2026Q1: 201,851 shares 201,851 $71.9M 1.07% -57,077 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583,147 shares; 2024Q4: 587,512 shares; 2025Q1: 601,145 shares; 2025Q2: 590,071 shares; 2025Q3: 582,479 shares; 2025Q4: 584,412 shares; 2026Q1: 556,647 shares 556,647 $71.7M 1.06% -27,765 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: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408,984 shares; 2025Q4: 805,812 shares; 2026Q1: 979,858 shares 979,858 $71.1M 1.05% +174,046 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,203 shares; 2024Q4: 323,579 shares; 2025Q1: 298,919 shares; 2025Q2: 287,724 shares; 2025Q3: 283,337 shares; 2025Q4: 282,575 shares; 2026Q1: 273,256 shares 273,256 $66.8M 0.99% -9,319 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481,142 shares; 2024Q4: 1,446,421 shares; 2025Q1: 1,456,241 shares; 2025Q2: 1,313,538 shares; 2025Q3: 1,305,699 shares; 2025Q4: 1,307,036 shares; 2026Q1: 1,066,526 shares 1,066,526 $62.7M 0.93% -240,510 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309,035 shares; 2025Q3: 1,219,640 shares; 2025Q4: 1,008,850 shares; 2026Q1: 933,300 shares 933,300 $59.9M 0.89% -75,550 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: 140,888 shares; 2024Q4: 129,123 shares; 2025Q1: 126,552 shares; 2025Q2: 106,307 shares; 2025Q3: 105,820 shares; 2025Q4: 105,724 shares; 2026Q1: 105,456 shares 105,456 $59.4M 0.88% -268 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,524 shares; 2024Q4: 676,570 shares; 2025Q1: 681,707 shares; 2025Q2: 513,313 shares; 2025Q3: 511,464 shares; 2025Q4: 509,095 shares; 2026Q1: 448,097 shares 448,097 $58.7M 0.87% -60,998 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,182 shares; 2024Q4: 133,118 shares; 2025Q1: 129,410 shares; 2025Q2: 80,969 shares; 2025Q3: 80,990 shares; 2025Q4: 81,363 shares; 2026Q1: 79,623 shares 79,623 $56.4M 0.84% -1,740 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: 789,647 shares; 2024Q4: 760,610 shares; 2025Q1: 695,025 shares; 2025Q2: 670,358 shares; 2025Q3: 547,200 shares; 2025Q4: 492,211 shares; 2026Q1: 446,512 shares 446,512 $53.7M 0.8% -45,699 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,533 shares; 2024Q4: 72,753 shares; 2025Q1: 72,721 shares; 2025Q2: 54,359 shares; 2025Q3: 54,343 shares; 2025Q4: 54,901 shares; 2026Q1: 54,842 shares 54,842 $49.1M 0.73% -59 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,105 shares; 2024Q4: 118,054 shares; 2025Q1: 202,129 shares; 2025Q2: 273,643 shares; 2025Q3: 271,631 shares; 2025Q4: 177,106 shares; 2026Q1: 144,819 shares 144,819 $48.9M 0.73% -32,287 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,273 shares; 2024Q4: 439,145 shares; 2025Q1: 440,153 shares; 2025Q2: 390,018 shares; 2025Q3: 387,900 shares; 2025Q4: 775,630 shares; 2026Q1: 773,725 shares 773,725 $47.4M 0.7% -1,905 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: 438,513 shares; 2024Q4: 431,663 shares; 2025Q1: 343,163 shares; 2025Q2: 173,675 shares; 2025Q3: 168,757 shares; 2025Q4: 162,749 shares; 2026Q1: 477,173 shares 477,173 $46M 0.68% +314,424 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604,469 shares; 2024Q4: 575,090 shares; 2025Q1: 571,639 shares; 2025Q2: 534,077 shares; 2025Q3: 533,336 shares; 2025Q4: 550,913 shares; 2026Q1: 539,188 shares 539,188 $46M 0.68% -11,725 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,954 shares; 2024Q4: 227,162 shares; 2025Q1: 228,238 shares; 2025Q2: 388,951 shares; 2025Q3: 353,722 shares; 2025Q4: 332,006 shares; 2026Q1: 222,107 shares 222,107 $46M 0.68% -109,899 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: 350,692 shares; 2024Q4: 351,084 shares; 2025Q1: 341,438 shares; 2025Q2: 327,177 shares; 2025Q3: 324,849 shares; 2025Q4: 317,752 shares; 2026Q1: 315,544 shares 315,544 $45.6M 0.68% -2,208 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626,213 shares; 2024Q4: 572,348 shares; 2025Q1: 507,917 shares; 2025Q2: 384,499 shares; 2025Q3: 378,049 shares; 2025Q4: 375,068 shares; 2026Q1: 357,250 shares 357,250 $44.4M 0.66% -17,818 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,543 shares; 2024Q4: 491,943 shares; 2025Q1: 504,514 shares; 2025Q2: 496,078 shares; 2025Q3: 496,414 shares; 2025Q4: 480,502 shares; 2026Q1: 472,952 shares 472,952 $43.4M 0.64% -7,550 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,358 shares; 2024Q4: 496,912 shares; 2025Q1: 491,997 shares; 2025Q2: 475,195 shares; 2025Q3: 446,729 shares; 2025Q4: 443,728 shares; 2026Q1: 678,172 shares 678,172 $42.6M 0.63% +234,444 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: 72,159 shares; 2024Q4: 72,031 shares; 2025Q1: 68,616 shares; 2025Q2: 76,280 shares; 2025Q3: 75,752 shares; 2025Q4: 76,062 shares; 2026Q1: 74,372 shares 74,372 $42.6M 0.63% -1,690 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,971 shares; 2024Q4: 58,116 shares; 2025Q1: 55,996 shares; 2025Q2: 57,747 shares; 2025Q3: 55,154 shares; 2025Q4: 123,494 shares; 2026Q1: 468,819 shares 468,819 $42M 0.62% +345,325 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: 181,269 shares; 2024Q4: 207,309 shares; 2025Q1: 251,933 shares; 2025Q2: 221,111 shares; 2025Q3: 218,500 shares; 2025Q4: 182,597 shares; 2026Q1: 185,447 shares 185,447 $41.9M 0.62% +2,850 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: 72,130 shares; 2024Q4: 75,683 shares; 2025Q1: 80,473 shares; 2025Q2: 97,109 shares; 2025Q3: 85,045 shares; 2025Q4: 80,731 shares; 2026Q1: 85,252 shares 85,252 $41.9M 0.62% +4,521 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 16,740 shares; 2025Q1: 116,198 shares; 2025Q2: 450,941 shares; 2025Q3: 378,018 shares; 2025Q4: 373,515 shares; 2026Q1: 366,101 shares 366,101 $41.5M 0.62% -7,414 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,805 shares; 2025Q1: 231,005 shares; 2025Q2: 57,620 shares; 2025Q3: 57,447 shares; 2025Q4: 56,796 shares; 2026Q1: 374,522 shares 374,522 $41.1M 0.61% +317,726 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: 278,871 shares; 2024Q4: 326,955 shares; 2025Q1: 315,731 shares; 2025Q2: 322,226 shares; 2025Q3: 299,583 shares; 2025Q4: 300,402 shares; 2026Q1: 297,318 shares 297,318 $39M 0.58% -3,084 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803,282 shares; 2025Q2: 664,377 shares; 2025Q3: 651,761 shares; 2025Q4: 578,566 shares; 2026Q1: 539,741 shares 539,741 $38.8M 0.58% -38,825 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,743 shares; 2024Q4: 32,868 shares; 2025Q1: 40,496 shares; 2025Q2: 43,275 shares; 2025Q3: 58,595 shares; 2025Q4: 45,633 shares; 2026Q1: 45,814 shares 45,814 $38.8M 0.57% +181 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,591 shares; 2024Q4: 240,773 shares; 2025Q1: 240,079 shares; 2025Q2: 198,333 shares; 2025Q3: 194,219 shares; 2025Q4: 190,440 shares; 2026Q1: 234,994 shares 234,994 $37.7M 0.56% +44,554 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,461 shares; 2024Q4: 133,566 shares; 2025Q1: 135,113 shares; 2025Q2: 129,209 shares; 2025Q3: 112,137 shares; 2025Q4: 111,766 shares; 2026Q1: 111,531 shares 111,531 $36.4M 0.54% -235 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,741 shares; 2024Q4: 33,550 shares; 2025Q1: 33,265 shares; 2025Q2: 27,832 shares; 2025Q3: 27,893 shares; 2025Q4: 83,643 shares; 2026Q1: 76,172 shares 76,172 $36.1M 0.54% -7,471 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: 244,674 shares; 2024Q4: 245,585 shares; 2025Q1: 243,596 shares; 2025Q2: 190,041 shares; 2025Q3: 185,075 shares; 2025Q4: 156,327 shares; 2026Q1: 124,078 shares 124,078 $36M 0.53% -32,249 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,410 shares; 2024Q4: 9,204 shares; 2025Q1: 7,453 shares; 2025Q2: 7,137 shares; 2025Q3: 7,035 shares; 2025Q4: 7,039 shares; 2026Q1: 8,502 shares 8,502 $35.8M 0.53% +1,463 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,233 shares; 2025Q3: 61,742 shares; 2025Q4: 61,143 shares; 2026Q1: 60,283 shares 60,283 $35.7M 0.53% -860 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: 227,412 shares; 2024Q4: 236,912 shares; 2025Q1: 237,311 shares; 2025Q2: 190,273 shares; 2025Q3: 188,725 shares; 2025Q4: 179,117 shares; 2026Q1: 179,012 shares 179,012 $35.4M 0.53% -105 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,555 shares; 2024Q4: 285,888 shares; 2025Q1: 287,387 shares; 2025Q2: 192,487 shares; 2025Q3: 191,776 shares; 2025Q4: 188,379 shares; 2026Q1: 181,654 shares 181,654 $35M 0.52% -6,725 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453,978 shares; 2024Q4: 1,430,589 shares; 2025Q1: 1,514,267 shares; 2025Q2: 1,508,247 shares; 2025Q3: 1,563,118 shares; 2025Q4: 1,283,087 shares; 2026Q1: 1,369,103 shares 1,369,103 $33.4M 0.5% +86,016 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: 130,814 shares; 2024Q4: 125,804 shares; 2025Q1: 128,971 shares; 2025Q2: 1,291,099 shares; 2025Q3: 1,053,801 shares; 2025Q4: 1,072,272 shares; 2026Q1: 1,082,402 shares 1,082,402 $31.4M 0.47% +10,130 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: 45,730 shares; 2024Q4: 49,630 shares; 2025Q1: 49,980 shares; 2025Q2: 461,062 shares; 2025Q3: 433,552 shares; 2025Q4: 488,647 shares; 2026Q1: 488,220 shares 488,220 $31.3M 0.46% -427 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: 148,774 shares; 2024Q4: 152,366 shares; 2025Q1: 144,642 shares; 2025Q2: 117,478 shares; 2025Q3: 107,756 shares; 2025Q4: 104,092 shares; 2026Q1: 100,507 shares 100,507 $31.1M 0.46% -3,585 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: 63,026 shares; 2024Q4: 63,333 shares; 2025Q1: 63,084 shares; 2025Q2: 61,724 shares; 2025Q3: 60,149 shares; 2025Q4: 61,770 shares; 2026Q1: 60,026 shares 60,026 $30M 0.44% -1,744 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 392,205 shares; 2025Q3: 281,200 shares; 2025Q4: 313,791 shares; 2026Q1: 318,909 shares 318,909 $30M 0.44% +5,118 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,130 shares; 2024Q4: 169,225 shares; 2025Q1: 154,736 shares; 2025Q2: 148,615 shares; 2025Q3: 147,806 shares; 2025Q4: 149,133 shares; 2026Q1: 144,418 shares 144,418 $29.9M 0.44% -4,715 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: 29,736 shares; 2024Q4: 29,440 shares; 2025Q1: 27,760 shares; 2025Q2: 24,417 shares; 2025Q3: 24,392 shares; 2025Q4: 46,050 shares; 2026Q1: 45,785 shares 45,785 $29.8M 0.44% -265 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,640 shares; 2024Q4: 139,640 shares; 2025Q1: 143,687 shares; 2025Q2: 114,292 shares; 2025Q3: 112,830 shares; 2025Q4: 227,784 shares; 2026Q1: 223,507 shares 223,507 $29.7M 0.44% -4,277 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,822 shares; 2024Q4: 490,748 shares; 2025Q1: 466,846 shares; 2025Q2: 428,939 shares; 2025Q3: 426,472 shares; 2025Q4: 263,262 shares; 2026Q1: 262,435 shares 262,435 $29.2M 0.43% -827 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,915 shares; 2024Q4: 303,150 shares; 2025Q1: 306,370 shares; 2025Q2: 237,049 shares; 2025Q3: 219,325 shares; 2025Q4: 213,265 shares; 2026Q1: 210,495 shares 210,495 $28.9M 0.43% -2,770 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 241,138 shares; 2025Q4: 1,728,143 shares; 2026Q1: 1,615,352 shares 1,615,352 $27.8M 0.41% -112,791 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,278 shares; 2024Q4: 176,870 shares; 2025Q1: 177,070 shares; 2025Q2: 152,823 shares; 2025Q3: 145,923 shares; 2025Q4: 171,368 shares; 2026Q1: 175,948 shares 175,948 $27.7M 0.41% +4,580 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,426 shares; 2025Q1: 8,114 shares; 2025Q2: 8,209 shares; 2025Q3: 8,268 shares; 2025Q4: 27,632 shares; 2026Q1: 286,854 shares 286,854 $27.6M 0.41% +259,222 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: 477,400 shares; 2026Q1: 469,819 shares 469,819 $26.8M 0.4% -7,581 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,081 shares; 2024Q4: 350,761 shares; 2025Q1: 512,961 shares; 2025Q2: 278,276 shares; 2025Q3: 276,277 shares; 2025Q4: 269,727 shares; 2026Q1: 267,907 shares 267,907 $26.5M 0.39% -1,820 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: 205,777 shares; 2024Q4: 205,731 shares; 2025Q1: 139,692 shares; 2025Q2: 131,661 shares; 2025Q3: 129,324 shares; 2025Q4: 131,594 shares; 2026Q1: 132,487 shares 132,487 $26.3M 0.39% +893 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: 67,887 shares; 2024Q4: 67,767 shares; 2025Q1: 67,938 shares; 2025Q2: 66,750 shares; 2025Q3: 69,043 shares; 2025Q4: 61,850 shares; 2026Q1: 60,752 shares 60,752 $26.1M 0.39% -1,098 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,864 shares; 2024Q4: 11,864 shares; 2025Q1: 10,720 shares; 2025Q2: 158,597 shares; 2025Q3: 127,646 shares; 2025Q4: 124,518 shares; 2026Q1: 123,491 shares 123,491 $25.6M 0.38% -1,027 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,962 shares; 2024Q4: 307,046 shares; 2025Q1: 286,325 shares; 2025Q2: 276,140 shares; 2025Q3: 273,540 shares; 2025Q4: 342,176 shares; 2026Q1: 359,492 shares 359,492 $25.6M 0.38% +17,316 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,522 shares; 2025Q4: 50,195 shares; 2026Q1: 55,495 shares 55,495 $24.1M 0.36% +5,300 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,576 shares; 2024Q4: 191,954 shares; 2025Q1: 173,389 shares; 2025Q2: 167,549 shares; 2025Q3: 168,836 shares; 2025Q4: 177,854 shares; 2026Q1: 175,034 shares 175,034 $23.8M 0.35% -2,820 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,005 shares; 2024Q4: 531,346 shares; 2025Q1: 493,403 shares; 2025Q2: 468,183 shares; 2025Q3: 577,487 shares; 2025Q4: 580,614 shares; 2026Q1: 743,208 shares 743,208 $23.8M 0.35% +162,594 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,114 shares; 2024Q4: 7,864 shares; 2025Q1: 7,864 shares; 2025Q2: 456,070 shares; 2025Q3: 367,501 shares; 2025Q4: 377,759 shares; 2026Q1: 375,674 shares 375,674 $23.2M 0.34% -2,085 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382,180 shares; 2026Q1: 1,365,928 shares 1,365,928 $22.9M 0.34% +983,748 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,895 shares; 2024Q4: 23,889 shares; 2025Q1: 132,198 shares; 2025Q2: 130,396 shares; 2025Q3: 92,738 shares; 2025Q4: 86,578 shares; 2026Q1: 84,224 shares 84,224 $22.8M 0.34% -2,354 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: 580,932 shares; 2024Q4: 580,698 shares; 2025Q1: 567,536 shares; 2025Q2: 433,931 shares; 2025Q3: 349,667 shares; 2025Q4: 321,954 shares; 2026Q1: 293,097 shares 293,097 $22.7M 0.34% -28,857 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,048 shares; 2024Q4: 25,645 shares; 2025Q1: 25,380 shares; 2025Q2: 24,004 shares; 2025Q3: 24,398 shares; 2025Q4: 24,924 shares; 2026Q1: 24,580 shares 24,580 $22.6M 0.34% -344 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 521,075 shares; 2025Q3: 525,809 shares; 2025Q4: 580,513 shares; 2026Q1: 546,813 shares 546,813 $22.6M 0.33% -33,700 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: 467,049 shares; 2024Q4: 473,818 shares; 2025Q1: 477,121 shares; 2025Q2: 466,052 shares; 2025Q3: 469,851 shares; 2025Q4: 478,669 shares; 2026Q1: 460,933 shares 460,933 $22.5M 0.33% -17,736 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 159,407 shares; 2025Q3: 198,971 shares; 2025Q4: 269,912 shares; 2026Q1: 314,226 shares 314,226 $22.3M 0.33% +44,314 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: 12,495 shares; 2024Q4: 5,904 shares; 2025Q1: 5,010 shares; 2025Q2: 384,097 shares; 2025Q3: 307,161 shares; 2025Q4: 309,147 shares; 2026Q1: 302,814 shares 302,814 $21.7M 0.32% -6,333 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,895 shares; 2024Q4: 199,030 shares; 2025Q1: 198,885 shares; 2025Q2: 211,608 shares; 2025Q3: 212,776 shares; 2025Q4: 208,402 shares; 2026Q1: 210,484 shares 210,484 $21.6M 0.32% +2,082 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,250 shares; 2025Q1: 10,450 shares; 2025Q2: 83,117 shares; 2025Q3: 186,905 shares; 2025Q4: 279,152 shares; 2026Q1: 320,649 shares 320,649 $21.6M 0.32% +41,497 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,940 shares; 2024Q4: 141,698 shares; 2025Q1: 164,043 shares; 2025Q2: 159,836 shares; 2025Q3: 156,457 shares; 2025Q4: 151,353 shares; 2026Q1: 150,643 shares 150,643 $21.5M 0.32% -710 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: 124,894 shares; 2024Q4: 122,135 shares; 2025Q1: 113,853 shares; 2025Q2: 111,368 shares; 2025Q3: 109,559 shares; 2025Q4: 109,219 shares; 2026Q1: 107,479 shares 107,479 $21.1M 0.31% -1,740 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,367 shares; 2024Q4: 173,470 shares; 2025Q1: 177,564 shares; 2025Q2: 126,333 shares; 2025Q3: 124,886 shares; 2025Q4: 125,591 shares; 2026Q1: 123,840 shares 123,840 $21M 0.31% -1,751 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: 28,622 shares; 2024Q4: 28,403 shares; 2025Q1: 28,728 shares; 2025Q2: 120,499 shares; 2025Q3: 82,947 shares; 2025Q4: 82,313 shares; 2026Q1: 86,622 shares 86,622 $21M 0.31% +4,309 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399,494 shares; 2025Q3: 1,313,711 shares; 2025Q4: 1,235,253 shares; 2026Q1: 1,151,019 shares 1,151,019 $20.7M 0.31% -84,234 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140,965 shares; 2025Q2: 90,630 shares; 2025Q3: 91,545 shares; 2025Q4: 87,665 shares; 2026Q1: 111,285 shares 111,285 $20.4M 0.3% +23,620 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,478 shares; 2024Q4: 526,243 shares; 2025Q1: 613,645 shares; 2025Q2: 398,699 shares; 2025Q3: 380,462 shares; 2025Q4: 367,723 shares; 2026Q1: 269,316 shares 269,316 $20.3M 0.3% -98,407 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,282 shares; 2024Q4: 105,426 shares; 2025Q1: 99,076 shares; 2025Q2: 90,951 shares; 2025Q3: 87,545 shares; 2025Q4: 86,599 shares; 2026Q1: 85,743 shares 85,743 $19.7M 0.29% -856 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,086 shares; 2025Q1: 2,012 shares; 2025Q2: 147,489 shares; 2025Q3: 117,043 shares; 2025Q4: 117,617 shares; 2026Q1: 115,775 shares 115,775 $19.6M 0.29% -1,842 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: 334,916 shares; 2024Q4: 300,813 shares; 2025Q1: 337,634 shares; 2025Q2: 391,029 shares; 2025Q3: 416,289 shares; 2025Q4: 378,629 shares; 2026Q1: 374,545 shares 374,545 $18.8M 0.28% -4,084 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,591 shares; 2025Q2: 40,813 shares; 2025Q3: 35,558 shares; 2025Q4: 34,942 shares; 2026Q1: 34,493 shares 34,493 $18.8M 0.28% -449 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,747 shares; 2024Q4: 433,202 shares; 2025Q1: 414,239 shares; 2025Q2: 17,212 shares; 2025Q3: 47,212 shares; 2025Q4: 48,612 shares; 2026Q1: 362,188 shares 362,188 $18.6M 0.28% +313,576 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,167 shares; 2024Q4: 123,167 shares; 2025Q1: 123,167 shares; 2025Q2: 67,683 shares; 2025Q3: 67,683 shares; 2025Q4: 67,683 shares; 2026Q1: 67,683 shares 67,683 $18.4M 0.27% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,074 shares; 2025Q3: 158,992 shares; 2025Q4: 369,340 shares; 2026Q1: 395,899 shares 395,899 $18.4M 0.27% +26,559 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 532,136 shares; 2025Q3: 372,748 shares; 2025Q4: 385,757 shares; 2026Q1: 492,952 shares 492,952 $18.3M 0.27% +107,195 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: 242,914 shares; 2024Q4: 255,371 shares; 2025Q1: 252,826 shares; 2025Q2: 243,597 shares; 2025Q3: 240,777 shares; 2025Q4: 243,114 shares; 2026Q1: 234,691 shares 234,691 $17.8M 0.26% -8,423 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,950 shares; 2024Q4: 130,000 shares; 2025Q1: 142,625 shares; 2025Q2: 93,257 shares; 2025Q3: 93,107 shares; 2025Q4: 93,107 shares; 2026Q1: 91,707 shares 91,707 $17.8M 0.26% -1,400 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,930 shares; 2024Q4: 72,995 shares; 2025Q1: 41,870 shares; 2025Q2: 46,530 shares; 2025Q3: 47,635 shares; 2025Q4: 47,934 shares; 2026Q1: 49,279 shares 49,279 $17.7M 0.26% +1,345 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,475 shares; 2024Q4: 139,504 shares; 2025Q1: 116,865 shares; 2025Q2: 67,382 shares; 2025Q3: 64,376 shares; 2025Q4: 57,952 shares; 2026Q1: 56,566 shares 56,566 $17.6M 0.26% -1,386 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,900 shares; 2024Q4: 88,064 shares; 2025Q1: 88,014 shares; 2025Q2: 88,014 shares; 2025Q3: 85,612 shares; 2025Q4: 86,355 shares; 2026Q1: 85,925 shares 85,925 $17.5M 0.26% -430 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: 406,126 shares; 2024Q4: 406,329 shares; 2025Q1: 407,072 shares; 2025Q2: 394,365 shares; 2025Q3: 392,760 shares; 2025Q4: 399,642 shares; 2026Q1: 316,680 shares 316,680 $17.1M 0.25% -82,962 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049,232 shares; 2024Q4: 1,041,781 shares; 2025Q1: 314,371 shares; 2025Q2: 315,226 shares; 2025Q3: 269,241 shares; 2025Q4: 267,229 shares; 2026Q1: 259,437 shares 259,437 $17M 0.25% -7,792 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: 78,621 shares; 2024Q4: 78,272 shares; 2025Q1: 78,913 shares; 2025Q2: 78,915 shares; 2025Q3: 78,616 shares; 2025Q4: 71,348 shares; 2026Q1: 71,319 shares 71,319 $16.9M 0.25% -29 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: 7,039 shares; 2025Q1: 6,904 shares; 2025Q2: 6,929 shares; 2025Q3: 6,914 shares; 2025Q4: 11,851 shares; 2026Q1: 39,473 shares 39,473 $16.8M 0.25% +27,622 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,847 shares; 2024Q4: 54,809 shares; 2025Q1: 54,429 shares; 2025Q2: 54,144 shares; 2025Q3: 54,079 shares; 2025Q4: 53,909 shares; 2026Q1: 55,407 shares 55,407 $16.8M 0.25% +1,498 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,870 shares; 2024Q4: 352,140 shares; 2025Q1: 187,395 shares; 2025Q2: 187,345 shares; 2025Q3: 193,045 shares; 2025Q4: 203,730 shares; 2026Q1: 219,220 shares 219,220 $16.5M 0.24% +15,490 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,571 shares; 2024Q4: 122,930 shares; 2025Q1: 152,136 shares; 2025Q2: 218,527 shares; 2025Q3: 214,790 shares; 2025Q4: 188,559 shares; 2026Q1: 199,525 shares 199,525 $16.4M 0.24% +10,966 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531,212 shares; 2024Q4: 533,065 shares; 2025Q1: 536,981 shares; 2025Q2: 545,396 shares; 2025Q3: 558,186 shares; 2025Q4: 566,418 shares; 2026Q1: 302,899 shares 302,899 $15.8M 0.23% -263,519 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,477 shares; 2024Q4: 14,472 shares; 2025Q1: 14,182 shares; 2025Q2: 26,359 shares; 2025Q3: 26,350 shares; 2025Q4: 130,525 shares; 2026Q1: 144,763 shares 144,763 $15.1M 0.22% +14,238 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,190 shares; 2024Q4: 20,109 shares; 2025Q1: 18,155 shares; 2025Q2: 17,480 shares; 2025Q3: 17,312 shares; 2025Q4: 52,241 shares; 2026Q1: 82,501 shares 82,501 $15M 0.22% +30,260 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 364,687 shares; 2025Q3: 340,623 shares; 2025Q4: 379,292 shares; 2026Q1: 379,211 shares 379,211 $14.9M 0.22% -81 Timeline VGK 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: 176,032 shares; 2024Q4: 176,502 shares; 2025Q1: 179,469 shares; 2025Q2: 177,116 shares; 2025Q3: 176,517 shares; 2025Q4: 180,794 shares; 2026Q1: 179,925 shares 179,925 $14.8M 0.22% -869 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: 191,951 shares; 2024Q4: 192,131 shares; 2025Q1: 212,597 shares; 2025Q2: 214,245 shares; 2025Q3: 222,513 shares; 2025Q4: 208,788 shares; 2026Q1: 170,833 shares 170,833 $14.8M 0.22% -37,955 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,125 shares; 2024Q4: 408,395 shares; 2025Q1: 413,050 shares; 2025Q2: 344,285 shares; 2025Q3: 337,205 shares; 2025Q4: 341,450 shares; 2026Q1: 293,843 shares 293,843 $14.5M 0.22% -47,607 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311,578 shares; 2025Q3: 310,008 shares; 2025Q4: 400,459 shares; 2026Q1: 406,290 shares 406,290 $14.3M 0.21% +5,831 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,899 shares; 2024Q4: 140,836 shares; 2025Q1: 140,524 shares; 2025Q2: 144,311 shares; 2025Q3: 148,373 shares; 2025Q4: 149,386 shares; 2026Q1: 150,754 shares 150,754 $14.2M 0.21% +1,368 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,518 shares; 2024Q4: 118,913 shares; 2025Q1: 117,493 shares; 2025Q2: 116,314 shares; 2025Q3: 115,902 shares; 2025Q4: 114,835 shares; 2026Q1: 91,898 shares 91,898 $14M 0.21% -22,937 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: 126,759 shares; 2024Q4: 123,189 shares; 2025Q1: 125,692 shares; 2025Q2: 157,592 shares; 2025Q3: 71,410 shares; 2025Q4: 67,007 shares; 2026Q1: 56,143 shares 56,143 $13.6M 0.2% -10,864 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 3,228 shares; 2025Q1: not reported; 2025Q2: 202,369 shares; 2025Q3: 157,687 shares; 2025Q4: 171,014 shares; 2026Q1: 124,119 shares 124,119 $13.6M 0.2% -46,895 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,354 shares; 2024Q4: 206,067 shares; 2025Q1: 207,056 shares; 2025Q2: 206,164 shares; 2025Q3: 207,258 shares; 2025Q4: 208,531 shares; 2026Q1: 206,630 shares 206,630 $13.5M 0.2% -1,901 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,023 shares; 2024Q4: 189,770 shares; 2025Q1: 165,192 shares; 2025Q2: 157,111 shares; 2025Q3: 154,449 shares; 2025Q4: 161,920 shares; 2026Q1: 143,860 shares 143,860 $13.4M 0.2% -18,060 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: 34,340 shares; 2024Q4: 45,838 shares; 2025Q1: 47,181 shares; 2025Q2: 51,941 shares; 2025Q3: 44,681 shares; 2025Q4: 52,916 shares; 2026Q1: 70,185 shares 70,185 $13.3M 0.2% +17,269 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: 1,377,425 shares; 2024Q4: 1,211,335 shares; 2025Q1: 776,798 shares; 2025Q2: 596,964 shares; 2025Q3: 572,327 shares; 2025Q4: 518,460 shares; 2026Q1: 469,990 shares 469,990 $13.2M 0.2% -48,470 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,065 shares; 2024Q4: 104,992 shares; 2025Q1: 112,230 shares; 2025Q2: 111,750 shares; 2025Q3: 81,744 shares; 2025Q4: 67,074 shares; 2026Q1: 83,786 shares 83,786 $13.2M 0.2% +16,712 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,170 shares; 2024Q4: 113,160 shares; 2025Q1: 146,415 shares; 2025Q2: 131,390 shares; 2025Q3: 122,665 shares; 2025Q4: 113,525 shares; 2026Q1: 111,275 shares 111,275 $13.2M 0.2% -2,250 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,952 shares; 2024Q4: 114,422 shares; 2025Q1: 111,857 shares; 2025Q2: 109,684 shares; 2025Q3: 109,634 shares; 2025Q4: 111,190 shares; 2026Q1: 109,740 shares 109,740 $13M 0.19% -1,450 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,097 shares; 2024Q4: 21,690 shares; 2025Q1: 18,790 shares; 2025Q2: 549,786 shares; 2025Q3: 432,313 shares; 2025Q4: 295,806 shares; 2026Q1: 292,922 shares 292,922 $12.9M 0.19% -2,884 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,900 shares; 2024Q4: 589,900 shares; 2025Q1: 484,900 shares; 2025Q2: 484,900 shares; 2025Q3: 484,900 shares; 2025Q4: 469,900 shares; 2026Q1: 384,900 shares 384,900 $12.8M 0.19% -85,000 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,253 shares; 2024Q4: 182,349 shares; 2025Q1: 170,594 shares; 2025Q2: 97,696 shares; 2025Q3: 92,824 shares; 2025Q4: 95,687 shares; 2026Q1: 135,408 shares 135,408 $12.7M 0.19% +39,721 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,508 shares; 2024Q4: 115,508 shares; 2025Q1: 113,191 shares; 2025Q2: 112,505 shares; 2025Q3: 112,459 shares; 2025Q4: 112,468 shares; 2026Q1: 112,459 shares 112,459 $12.3M 0.18% -9 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: not reported; 2024Q4: not reported; 2025Q1: 85,929 shares; 2025Q2: 61,102 shares; 2025Q3: 54,218 shares; 2025Q4: 46,824 shares; 2026Q1: 15,779 shares 15,779 $12.2M 0.18% -31,045 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL 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: 230,700 shares; 2025Q4: 220,775 shares; 2026Q1: 312,135 shares 312,135 $12.1M 0.18% +91,360 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: 22,603 shares; 2024Q4: 22,102 shares; 2025Q1: 21,874 shares; 2025Q2: 22,099 shares; 2025Q3: 21,947 shares; 2025Q4: 21,827 shares; 2026Q1: 20,697 shares 20,697 $11.4M 0.17% -1,130 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: 49,229 shares; 2024Q4: 47,833 shares; 2025Q1: 43,894 shares; 2025Q2: 43,442 shares; 2025Q3: 69,082 shares; 2025Q4: 68,406 shares; 2026Q1: 46,633 shares 46,633 $11.3M 0.17% -21,773 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: 156,483 shares; 2024Q4: 154,432 shares; 2025Q1: 138,801 shares; 2025Q2: 135,219 shares; 2025Q3: 105,706 shares; 2025Q4: 102,936 shares; 2026Q1: 75,706 shares 75,706 $11.1M 0.17% -27,230 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: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,528 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 120,486 shares 120,486 $11.1M 0.16% +116,277 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,624 shares; 2024Q4: 27,455 shares; 2025Q1: 27,536 shares; 2025Q2: 27,636 shares; 2025Q3: 27,613 shares; 2025Q4: 19,495 shares; 2026Q1: 18,837 shares 18,837 $11.1M 0.16% -658 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 20,004 shares; 2025Q1: 19,742 shares; 2025Q2: 19,391 shares; 2025Q3: 20,588 shares; 2025Q4: 20,945 shares; 2026Q1: 22,041 shares 22,041 $10.9M 0.16% +1,096 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405,472 shares; 2025Q3: 404,795 shares; 2025Q4: 288,165 shares; 2026Q1: 267,217 shares 267,217 $10.9M 0.16% -20,948 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: 292,986 shares; 2024Q4: 227,359 shares; 2025Q1: 158,229 shares; 2025Q2: 138,140 shares; 2025Q3: 137,669 shares; 2025Q4: 117,529 shares; 2026Q1: 70,146 shares 70,146 $10.9M 0.16% -47,383 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,663 shares; 2024Q4: 235,787 shares; 2025Q1: 233,702 shares; 2025Q2: 232,097 shares; 2025Q3: 249,114 shares; 2025Q4: 243,611 shares; 2026Q1: 241,316 shares 241,316 $10.7M 0.16% -2,295 Timeline XBI 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: 73,469 shares; 2024Q4: 68,210 shares; 2025Q1: 95,230 shares; 2025Q2: 84,986 shares; 2025Q3: 84,840 shares; 2025Q4: 84,715 shares; 2026Q1: 83,906 shares 83,906 $10.7M 0.16% -809 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: 157,523 shares; 2024Q4: 159,439 shares; 2025Q1: 162,471 shares; 2025Q2: 62,426 shares; 2025Q3: 65,220 shares; 2025Q4: 63,220 shares; 2026Q1: 42,970 shares 42,970 $10.6M 0.16% -20,250 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,688 shares; 2024Q4: 234,625 shares; 2025Q1: 243,736 shares; 2025Q2: 142,270 shares; 2025Q3: 122,459 shares; 2025Q4: 107,325 shares; 2026Q1: 118,686 shares 118,686 $10.4M 0.15% +11,361 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,191 shares; 2025Q2: 26,214 shares; 2025Q3: 26,717 shares; 2025Q4: 36,616 shares; 2026Q1: 46,538 shares 46,538 $10.1M 0.15% +9,922 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,610 shares; 2024Q4: 125,175 shares; 2025Q1: 88,650 shares; 2025Q2: 79,999 shares; 2025Q3: 74,300 shares; 2025Q4: 69,570 shares; 2026Q1: 68,692 shares 68,692 $10M 0.15% -878 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 22,070 shares; 2025Q1: 23,745 shares; 2025Q2: 37,202 shares; 2025Q3: 36,742 shares; 2025Q4: 36,801 shares; 2026Q1: 37,562 shares 37,562 $10M 0.15% +761 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: 174,140 shares; 2024Q4: 171,033 shares; 2025Q1: 153,869 shares; 2025Q2: 153,103 shares; 2025Q3: 154,867 shares; 2025Q4: 143,842 shares; 2026Q1: 137,221 shares 137,221 $9.79M 0.15% -6,621 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,176 shares; 2024Q4: 88,009 shares; 2025Q1: 85,935 shares; 2025Q2: 86,130 shares; 2025Q3: 85,142 shares; 2025Q4: 34,262 shares; 2026Q1: 32,368 shares 32,368 $9.78M 0.15% -1,894 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,837 shares; 2025Q3: 65,168 shares; 2025Q4: 30,930 shares; 2026Q1: 30,621 shares 30,621 $9.62M 0.14% -309 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,257 shares; 2024Q4: 45,155 shares; 2025Q1: 67,533 shares; 2025Q2: 124,174 shares; 2025Q3: 109,785 shares; 2025Q4: 78,970 shares; 2026Q1: 78,798 shares 78,798 $9.5M 0.14% -172 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,659 shares; 2024Q4: 272,827 shares; 2025Q1: 66,844 shares; 2025Q2: 204,132 shares; 2025Q3: 182,053 shares; 2025Q4: 162,245 shares; 2026Q1: 149,114 shares 149,114 $9.23M 0.14% -13,131 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 93,700 shares; 2025Q1: 120,400 shares; 2025Q2: 149,856 shares; 2025Q3: 183,866 shares; 2025Q4: 195,382 shares; 2026Q1: 219,207 shares 219,207 $9.2M 0.14% +23,825 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,486 shares; 2024Q4: 40,239 shares; 2025Q1: 39,802 shares; 2025Q2: 39,415 shares; 2025Q3: 39,284 shares; 2025Q4: 36,687 shares; 2026Q1: 37,640 shares 37,640 $9.19M 0.14% +953 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 36,495 shares; 2025Q4: 73,030 shares; 2026Q1: 190,498 shares 190,498 $9.18M 0.14% +117,468 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,400 shares; 2024Q4: 75,400 shares; 2025Q1: 50,400 shares; 2025Q2: 50,400 shares; 2025Q3: 50,400 shares; 2025Q4: 50,400 shares; 2026Q1: 50,400 shares 50,400 $8.62M 0.13% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,890 shares; 2024Q4: 68,095 shares; 2025Q1: 68,547 shares; 2025Q2: 68,294 shares; 2025Q3: 68,827 shares; 2025Q4: 67,648 shares; 2026Q1: 65,504 shares 65,504 $8.59M 0.13% -2,144 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,290 shares; 2024Q4: 340,840 shares; 2025Q1: 358,813 shares; 2025Q2: 186,594 shares; 2025Q3: 202,609 shares; 2025Q4: 198,393 shares; 2026Q1: 152,372 shares 152,372 $8.58M 0.13% -46,021 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,621 shares; 2024Q4: 32,501 shares; 2025Q1: 32,661 shares; 2025Q2: 89,269 shares; 2025Q3: 90,352 shares; 2025Q4: 83,515 shares; 2026Q1: 39,516 shares 39,516 $8.56M 0.13% -43,999 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: 75,797 shares; 2024Q4: 75,197 shares; 2025Q1: 74,382 shares; 2025Q2: 74,781 shares; 2025Q3: 74,765 shares; 2025Q4: 74,744 shares; 2026Q1: 60,817 shares 60,817 $8.48M 0.13% -13,927 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: 35,868 shares; 2024Q4: 21,315 shares; 2025Q1: 23,360 shares; 2025Q2: 24,169 shares; 2025Q3: 24,733 shares; 2025Q4: 24,854 shares; 2026Q1: 24,498 shares 24,498 $8.46M 0.13% -356 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 5,041 shares; 2025Q1: 5,076 shares; 2025Q2: 5,081 shares; 2025Q3: 6,946 shares; 2025Q4: 11,917 shares; 2026Q1: 15,229 shares 15,229 $8.21M 0.12% +3,312 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 314,196 shares; 2025Q3: 250,192 shares; 2025Q4: 149,505 shares; 2026Q1: 148,494 shares 148,494 $8M 0.12% -1,011 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 72,582 shares; 2025Q3: 57,959 shares; 2025Q4: 73,784 shares; 2026Q1: 44,517 shares 44,517 $7.72M 0.11% -29,267 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,355 shares; 2024Q4: 15,056 shares; 2025Q1: 14,273 shares; 2025Q2: 14,109 shares; 2025Q3: 14,051 shares; 2025Q4: 14,030 shares; 2026Q1: 17,832 shares 17,832 $7.71M 0.11% +3,802 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 16,085 shares; 2025Q1: 16,050 shares; 2025Q2: 15,935 shares; 2025Q3: 15,885 shares; 2025Q4: 15,245 shares; 2026Q1: 14,577 shares 14,577 $7.6M 0.11% -668 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: 84,433 shares; 2024Q4: 39,520 shares; 2025Q1: 84,310 shares; 2025Q2: 89,238 shares; 2025Q3: 88,382 shares; 2025Q4: 42,234 shares; 2026Q1: 57,041 shares 57,041 $7.53M 0.11% +14,807 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,531 shares; 2024Q4: 73,441 shares; 2025Q1: 72,241 shares; 2025Q2: 68,252 shares; 2025Q3: 67,532 shares; 2025Q4: 70,097 shares; 2026Q1: 51,291 shares 51,291 $7.52M 0.11% -18,806 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,364 shares; 2025Q3: 152,445 shares; 2025Q4: 128,455 shares; 2026Q1: 105,022 shares 105,022 $7.51M 0.11% -23,433 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,227 shares; 2024Q4: 20,142 shares; 2025Q1: 20,800 shares; 2025Q2: 22,074 shares; 2025Q3: 21,370 shares; 2025Q4: 21,920 shares; 2026Q1: 21,230 shares 21,230 $7.47M 0.11% -690 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,602 shares; 2024Q4: 203,216 shares; 2025Q1: 189,745 shares; 2025Q2: 87,021 shares; 2025Q3: 84,728 shares; 2025Q4: 52,736 shares; 2026Q1: 39,824 shares 39,824 $7.43M 0.11% -12,912 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,396 shares; 2024Q4: 83,007 shares; 2025Q1: 82,075 shares; 2025Q2: 83,291 shares; 2025Q3: 83,942 shares; 2025Q4: 82,446 shares; 2026Q1: 80,903 shares 80,903 $7.36M 0.11% -1,543 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,857 shares; 2024Q4: 163,753 shares; 2025Q1: 157,499 shares; 2025Q2: 156,068 shares; 2025Q3: 156,919 shares; 2025Q4: 140,118 shares; 2026Q1: 140,307 shares 140,307 $7.36M 0.11% +189 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,438 shares; 2024Q4: 29,433 shares; 2025Q1: 29,798 shares; 2025Q2: 29,798 shares; 2025Q3: 29,828 shares; 2025Q4: 27,962 shares; 2026Q1: 27,962 shares 27,962 $7.28M 0.11% 0 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: 19,372 shares; 2024Q4: 34,978 shares; 2025Q1: 38,578 shares; 2025Q2: 33,300 shares; 2025Q3: 32,911 shares; 2025Q4: 33,288 shares; 2026Q1: 36,675 shares 36,675 $7.04M 0.1% +3,387 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,950 shares; 2024Q4: 88,190 shares; 2025Q1: 90,370 shares; 2025Q2: 90,380 shares; 2025Q3: 111,880 shares; 2025Q4: 103,450 shares; 2026Q1: 100,950 shares 100,950 $6.97M 0.1% -2,500 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,497 shares; 2024Q4: 142,826 shares; 2025Q1: 142,661 shares; 2025Q2: 142,741 shares; 2025Q3: 135,216 shares; 2025Q4: 134,476 shares; 2026Q1: 135,526 shares 135,526 $6.87M 0.1% +1,050 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 7,550 shares; 2025Q1: 35,670 shares; 2025Q2: 101,455 shares; 2025Q3: 92,565 shares; 2025Q4: 81,430 shares; 2026Q1: 96,060 shares 96,060 $6.66M 0.1% +14,630 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,421 shares; 2024Q4: 131,272 shares; 2025Q1: 251,563 shares; 2025Q2: 252,032 shares; 2025Q3: 235,009 shares; 2025Q4: 222,213 shares; 2026Q1: 208,997 shares 208,997 $6.64M 0.1% -13,216 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,910 shares; 2024Q4: 263,260 shares; 2025Q1: 180,732 shares; 2025Q2: 42,210 shares; 2025Q3: 51,260 shares; 2025Q4: 56,155 shares; 2026Q1: 55,055 shares 55,055 $6.36M 0.09% -1,100 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,815 shares; 2026Q1: 81,482 shares 81,482 $6.21M 0.09% -38,333 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: 81,418 shares; 2024Q4: 87,393 shares; 2025Q1: 108,458 shares; 2025Q2: 108,436 shares; 2025Q3: 108,936 shares; 2025Q4: 101,406 shares; 2026Q1: 99,056 shares 99,056 $6.05M 0.09% -2,350 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: 160,434 shares; 2024Q4: 161,028 shares; 2025Q1: 10,807 shares; 2025Q2: 10,807 shares; 2025Q3: 41,128 shares; 2025Q4: 45,645 shares; 2026Q1: 46,035 shares 46,035 $6.03M 0.09% +390 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 5,721 shares; 2025Q1: 5,973 shares; 2025Q2: 5,891 shares; 2025Q3: 6,107 shares; 2025Q4: 14,356 shares; 2026Q1: 13,940 shares 13,940 $5.94M 0.09% -416 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 7,749 shares; 2025Q1: 11,830 shares; 2025Q2: 7,084 shares; 2025Q3: 7,012 shares; 2025Q4: 4,288 shares; 2026Q1: 4,448 shares 4,448 $5.88M 0.09% +160 Timeline IWP 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: 57,558 shares; 2024Q4: 55,323 shares; 2025Q1: 52,015 shares; 2025Q2: 51,360 shares; 2025Q3: 46,387 shares; 2025Q4: 45,908 shares; 2026Q1: 45,558 shares 45,558 $5.84M 0.09% -350 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: 378,998 shares; 2024Q4: 307,364 shares; 2025Q1: 144,896 shares; 2025Q2: 235,065 shares; 2025Q3: 102,619 shares; 2025Q4: 220,664 shares; 2026Q1: 221,506 shares 221,506 $5.83M 0.09% +842 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,239 shares; 2024Q4: 94,655 shares; 2025Q1: 93,582 shares; 2025Q2: 113,763 shares; 2025Q3: 112,561 shares; 2025Q4: 89,447 shares; 2026Q1: 95,108 shares 95,108 $5.77M 0.09% +5,661 Timeline ITB 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: 57,865 shares; 2025Q4: 63,414 shares; 2026Q1: 63,439 shares 63,439 $5.74M 0.09% +25 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 10,147 shares; 2025Q1: 8,681 shares; 2025Q2: 81,187 shares; 2025Q3: 80,934 shares; 2025Q4: 82,955 shares; 2026Q1: 123,880 shares 123,880 $5.69M 0.08% +40,925 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: 260,017 shares; 2024Q4: 248,896 shares; 2025Q1: 246,317 shares; 2025Q2: 171,687 shares; 2025Q3: 168,587 shares; 2025Q4: 168,030 shares; 2026Q1: 169,443 shares 169,443 $5.68M 0.08% +1,413 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,068 shares; 2026Q1: 61,323 shares 61,323 $5.58M 0.08% +255 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,382 shares; 2024Q4: 27,959 shares; 2025Q1: 26,585 shares; 2025Q2: 26,150 shares; 2025Q3: 26,293 shares; 2025Q4: 28,012 shares; 2026Q1: 28,549 shares 28,549 $5.26M 0.08% +537 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,202 shares 150,202 $5.23M 0.08% new 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: 14,820 shares; 2024Q4: 14,820 shares; 2025Q1: 14,520 shares; 2025Q2: 14,520 shares; 2025Q3: 14,520 shares; 2025Q4: 14,520 shares; 2026Q1: 14,986 shares 14,986 $5.08M 0.08% +466 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.07% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,532 shares; 2024Q4: 26,182 shares; 2025Q1: 25,612 shares; 2025Q2: 25,612 shares; 2025Q3: 25,482 shares; 2025Q4: 26,340 shares; 2026Q1: 26,281 shares 26,281 $4.98M 0.07% -59 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,785 shares; 2024Q4: 82,570 shares; 2025Q1: 78,485 shares; 2025Q2: 78,185 shares; 2025Q3: 62,190 shares; 2025Q4: 62,040 shares; 2026Q1: 61,115 shares 61,115 $4.89M 0.07% -925 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 130,000 shares; 2025Q4: 290,000 shares; 2026Q1: 310,000 shares 310,000 $4.86M 0.07% +20,000 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 35,314 shares; 2025Q1: 30,009 shares; 2025Q2: 28,514 shares; 2025Q3: 26,979 shares; 2025Q4: 26,553 shares; 2026Q1: 20,010 shares 20,010 $4.79M 0.07% -6,543 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,445 shares; 2024Q4: 53,864 shares; 2025Q1: 27,630 shares; 2025Q2: 48,710 shares; 2025Q3: 49,589 shares; 2025Q4: 36,333 shares; 2026Q1: 48,174 shares 48,174 $4.74M 0.07% +11,841 Timeline SVAL 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: 10,000 shares; 2025Q3: 134,140 shares; 2025Q4: 133,234 shares; 2026Q1: 131,534 shares 131,534 $4.73M 0.07% -1,700 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,724 shares; 2024Q4: 571,322 shares; 2025Q1: 444,156 shares; 2025Q2: 455,376 shares; 2025Q3: 444,515 shares; 2025Q4: 441,597 shares; 2026Q1: 346,976 shares 346,976 $4.69M 0.07% -94,621 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,699 shares; 2025Q2: 128,649 shares; 2025Q3: 126,629 shares; 2025Q4: 103,414 shares; 2026Q1: 123,689 shares 123,689 $4.6M 0.07% +20,275 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,000 shares; 2025Q2: 182,000 shares; 2025Q3: 220,500 shares; 2025Q4: 575,500 shares; 2026Q1: 480,500 shares 480,500 $4.56M 0.07% -95,000 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,800 shares; 2025Q4: 207,585 shares; 2026Q1: 169,565 shares 169,565 $4.54M 0.07% -38,020 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,435 shares; 2024Q4: 9,555 shares; 2025Q1: 10,230 shares; 2025Q2: 10,110 shares; 2025Q3: 11,960 shares; 2025Q4: 11,960 shares; 2026Q1: 12,210 shares 12,210 $4.35M 0.06% +250 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,100 shares; 2024Q4: 417,100 shares; 2025Q1: 417,100 shares; 2025Q2: 417,100 shares; 2025Q3: 447,100 shares; 2025Q4: 472,100 shares; 2026Q1: 472,100 shares 472,100 $4.35M 0.06% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890,527 shares; 2024Q4: 860,527 shares; 2025Q1: 813,513 shares; 2025Q2: 827,413 shares; 2025Q3: 633,413 shares; 2025Q4: 623,413 shares; 2026Q1: 623,413 shares 623,413 $4.28M 0.06% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,960 shares; 2024Q4: 17,868 shares; 2025Q1: 17,217 shares; 2025Q2: 18,008 shares; 2025Q3: 18,223 shares; 2025Q4: 19,228 shares; 2026Q1: 19,701 shares 19,701 $4.28M 0.06% +473 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: not reported; 2024Q4: 7,465 shares; 2025Q1: 7,822 shares; 2025Q2: 7,882 shares; 2025Q3: 8,002 shares; 2025Q4: 9,702 shares; 2026Q1: 65,882 shares 65,882 $4.22M 0.06% +56,180 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,904 shares 105,904 $4.21M 0.06% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,275 shares; 2024Q4: 261,576 shares; 2025Q1: 272,552 shares; 2025Q2: 81,655 shares; 2025Q3: 86,355 shares; 2025Q4: 78,164 shares; 2026Q1: 79,548 shares 79,548 $4.2M 0.06% +1,384 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,015 shares; 2025Q1: 18,750 shares; 2025Q2: 18,361 shares; 2025Q3: 18,115 shares; 2025Q4: 18,872 shares; 2026Q1: 18,885 shares 18,885 $4.03M 0.06% +13 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,813 shares; 2024Q4: 24,777 shares; 2025Q1: 24,890 shares; 2025Q2: 25,286 shares; 2025Q3: 25,262 shares; 2025Q4: 8,988 shares; 2026Q1: 8,675 shares 8,675 $4M 0.06% -313 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,728 shares; 2024Q4: 26,617 shares; 2025Q1: 24,957 shares; 2025Q2: 23,374 shares; 2025Q3: 23,246 shares; 2025Q4: 22,929 shares; 2026Q1: 21,822 shares 21,822 $3.98M 0.06% -1,107 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: 47,461 shares; 2024Q4: 48,227 shares; 2025Q1: 51,544 shares; 2025Q2: 46,744 shares; 2025Q3: 38,865 shares; 2025Q4: 37,310 shares; 2026Q1: 37,286 shares 37,286 $3.92M 0.06% -24 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,400 shares; 2024Q4: 84,000 shares; 2025Q1: 84,000 shares; 2025Q2: 74,700 shares; 2025Q3: 74,700 shares; 2025Q4: 100,400 shares; 2026Q1: 355,899 shares 355,899 $3.91M 0.06% +255,499 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,177 shares; 2024Q4: 184,205 shares; 2025Q1: 226,482 shares; 2025Q2: 243,172 shares; 2025Q3: 237,470 shares; 2025Q4: 148,240 shares; 2026Q1: 236,899 shares 236,899 $3.89M 0.06% +88,659 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,433 shares; 2024Q4: 420,433 shares; 2025Q1: 415,433 shares; 2025Q2: 447,561 shares; 2025Q3: 456,494 shares; 2025Q4: 468,503 shares; 2026Q1: 477,335 shares 477,335 $3.88M 0.06% +8,832 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,237 shares; 2025Q1: 7,481 shares; 2025Q2: 7,521 shares; 2025Q3: 7,600 shares; 2025Q4: 8,074 shares; 2026Q1: 8,142 shares 8,142 $3.85M 0.06% +68 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,000 shares; 2025Q1: 255,000 shares; 2025Q2: 259,000 shares; 2025Q3: 274,000 shares; 2025Q4: 304,000 shares; 2026Q1: 304,000 shares 304,000 $3.84M 0.06% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,046 shares; 2024Q4: 11,246 shares; 2025Q1: 11,459 shares; 2025Q2: 16,305 shares; 2025Q3: 16,945 shares; 2025Q4: 15,704 shares; 2026Q1: 15,397 shares 15,397 $3.82M 0.06% -307 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: 73,157 shares; 2024Q4: 48,946 shares; 2025Q1: 14,698 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,660 shares; 2026Q1: 24,676 shares 24,676 $3.7M 0.05% +16 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,651 shares; 2024Q4: 59,149 shares; 2025Q1: 58,259 shares; 2025Q2: 32,154 shares; 2025Q3: 37,143 shares; 2025Q4: 31,702 shares; 2026Q1: 37,728 shares 37,728 $3.64M 0.05% +6,026 Timeline NCSM NCS MULTISTAGE HLDGS INC More: the full row for NCS MULTISTAGE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,357 shares; 2024Q4: 142,702 shares; 2025Q1: 142,702 shares; 2025Q2: 132,702 shares; 2025Q3: 121,602 shares; 2025Q4: 121,602 shares; 2026Q1: 58,696 shares 58,696 $3.63M 0.05% -62,906 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: 102,628 shares; 2024Q4: 101,848 shares; 2025Q1: 101,523 shares; 2025Q2: 101,388 shares; 2025Q3: 99,458 shares; 2025Q4: 98,678 shares; 2026Q1: 99,120 shares 99,120 $3.57M 0.05% +442 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 709,884 shares; 2025Q2: 796,634 shares; 2025Q3: 647,734 shares; 2025Q4: 191,539 shares; 2026Q1: 187,319 shares 187,319 $3.52M 0.05% -4,220 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,936 shares; 2025Q1: 16,939 shares; 2025Q2: 16,139 shares; 2025Q3: 16,143 shares; 2025Q4: 16,222 shares; 2026Q1: 17,603 shares 17,603 $3.45M 0.05% +1,381 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,357 shares; 2024Q4: 10,791 shares; 2025Q1: 10,208 shares; 2025Q2: 9,955 shares; 2025Q3: 12,935 shares; 2025Q4: 18,635 shares; 2026Q1: 18,185 shares 18,185 $3.45M 0.05% -450 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 22,028 shares; 2025Q1: 20,396 shares; 2025Q2: 23,370 shares; 2025Q3: 23,370 shares; 2025Q4: 25,427 shares; 2026Q1: 18,864 shares 18,864 $3.44M 0.05% -6,563 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 8,192 shares; 2025Q4: 8,784 shares; 2026Q1: 8,672 shares 8,672 $3.4M 0.05% -112 Timeline PHO 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: 55,873 shares; 2024Q4: 54,971 shares; 2025Q1: 52,711 shares; 2025Q2: 51,308 shares; 2025Q3: 51,491 shares; 2025Q4: 51,266 shares; 2026Q1: 50,548 shares 50,548 $3.38M 0.05% -718 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,621 shares; 2024Q4: 21,873 shares; 2025Q1: 21,993 shares; 2025Q2: 25,868 shares; 2025Q3: 25,543 shares; 2025Q4: 25,588 shares; 2026Q1: 26,283 shares 26,283 $3.33M 0.05% +695 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,489 shares; 2024Q4: 77,304 shares; 2025Q1: 63,180 shares; 2025Q2: 62,084 shares; 2025Q3: 61,374 shares; 2025Q4: 59,164 shares; 2026Q1: 57,639 shares 57,639 $3.32M 0.05% -1,525 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,942 shares; 2024Q4: 17,194 shares; 2025Q1: 16,797 shares; 2025Q2: 17,388 shares; 2025Q3: 17,342 shares; 2025Q4: 3,551 shares; 2026Q1: 3,216 shares 3,216 $3.2M 0.05% -335 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 19,375 shares; 2026Q1: 18,895 shares 18,895 $3.2M 0.05% -480 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS 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: 235,000 shares; 2025Q3: 305,000 shares; 2025Q4: 330,000 shares; 2026Q1: 345,000 shares 345,000 $3.15M 0.05% +15,000 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,888 shares; 2025Q4: 31,953 shares; 2026Q1: 31,049 shares 31,049 $3.12M 0.05% -904 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,756 shares; 2024Q4: 7,154 shares; 2025Q1: 8,825 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 10,979 shares; 2026Q1: 9,620 shares 9,620 $3.09M 0.05% -1,359 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,555 shares; 2024Q4: 55,442 shares; 2025Q1: 55,852 shares; 2025Q2: 55,892 shares; 2025Q3: 56,042 shares; 2025Q4: 78,037 shares; 2026Q1: 76,187 shares 76,187 $3.08M 0.05% -1,850 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,985 shares; 2024Q4: 734,367 shares; 2025Q1: 631,100 shares; 2025Q2: 212,912 shares; 2025Q3: 195,110 shares; 2025Q4: 204,001 shares; 2026Q1: 147,422 shares 147,422 $3.05M 0.05% -56,579 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 11,686 shares; 2025Q1: 11,866 shares; 2025Q2: 11,416 shares; 2025Q3: 11,422 shares; 2025Q4: 11,018 shares; 2026Q1: 10,502 shares 10,502 $3.04M 0.05% -516 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,380 shares; 2024Q4: 13,342 shares; 2025Q1: 13,343 shares; 2025Q2: 13,343 shares; 2025Q3: 13,344 shares; 2025Q4: 13,345 shares; 2026Q1: 13,996 shares 13,996 $3.01M 0.04% +651 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,283 shares; 2024Q4: 25,449 shares; 2025Q1: 25,449 shares; 2025Q2: 25,449 shares; 2025Q3: 25,515 shares; 2025Q4: 25,515 shares; 2026Q1: 22,671 shares 22,671 $2.97M 0.04% -2,844 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT 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: 355,000 shares; 2025Q3: 355,000 shares; 2025Q4: 355,000 shares; 2026Q1: 355,000 shares 355,000 $2.94M 0.04% 0 Timeline MGC 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: 12,225 shares; 2024Q4: 12,225 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 12,225 shares; 2026Q1: 12,225 shares 12,225 $2.89M 0.04% 0 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: 37,045 shares; 2024Q4: 37,914 shares; 2025Q1: 37,904 shares; 2025Q2: 41,294 shares; 2025Q3: 46,266 shares; 2025Q4: 46,348 shares; 2026Q1: 53,625 shares 53,625 $2.89M 0.04% +7,277 Timeline TDUP THREDUP INC More: the full row for THREDUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970,000 shares; 2025Q2: 880,000 shares; 2025Q3: 880,000 shares; 2025Q4: 880,000 shares; 2026Q1: 880,000 shares 880,000 $2.89M 0.04% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,450 shares; 2024Q4: 67,974 shares; 2025Q1: 67,369 shares; 2025Q2: 68,884 shares; 2025Q3: 53,019 shares; 2025Q4: 49,855 shares; 2026Q1: 68,885 shares 68,885 $2.84M 0.04% +19,030 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 5,652 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,835 shares; 2025Q4: 18,701 shares; 2026Q1: 13,133 shares 13,133 $2.81M 0.04% -5,568 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 39,072 shares; 2026Q1: 42,568 shares 42,568 $2.73M 0.04% +3,496 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,143 shares; 2024Q4: 51,405 shares; 2025Q1: 56,649 shares; 2025Q2: 68,633 shares; 2025Q3: 83,536 shares; 2025Q4: 88,390 shares; 2026Q1: 92,508 shares 92,508 $2.73M 0.04% +4,118 Timeline PHR PHREESIA INC More: the full row for PHREESIA 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: 145,000 shares; 2026Q1: 325,000 shares 325,000 $2.72M 0.04% +180,000 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,025 shares; 2024Q4: 31,738 shares; 2025Q1: 31,473 shares; 2025Q2: 14,997 shares; 2025Q3: 14,972 shares; 2025Q4: 15,120 shares; 2026Q1: 14,338 shares 14,338 $2.67M 0.04% -782 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 8,839 shares; 2025Q1: 10,339 shares; 2025Q2: 10,339 shares; 2025Q3: 10,339 shares; 2025Q4: 10,339 shares; 2026Q1: 10,339 shares 10,339 $2.63M 0.04% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,480 shares; 2024Q4: 35,480 shares; 2025Q1: 34,830 shares; 2025Q2: 34,830 shares; 2025Q3: 36,530 shares; 2025Q4: 36,530 shares; 2026Q1: 35,724 shares 35,724 $2.63M 0.04% -806 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 9,673 shares; 2025Q1: 9,573 shares; 2025Q2: 9,498 shares; 2025Q3: 9,152 shares; 2025Q4: 9,164 shares; 2026Q1: 8,824 shares 8,824 $2.57M 0.04% -340 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,344 shares; 2024Q4: 51,403 shares; 2025Q1: 45,696 shares; 2025Q2: 6,986 shares; 2025Q3: 7,013 shares; 2025Q4: 7,589 shares; 2026Q1: 7,459 shares 7,459 $2.52M 0.04% -130 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: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 2,967 shares; 2025Q4: 2,864 shares; 2026Q1: 2,863 shares 2,863 $2.48M 0.04% -1 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,450 shares; 2024Q4: 46,400 shares; 2025Q1: 40,700 shares; 2025Q2: 39,400 shares; 2025Q3: 25,325 shares; 2025Q4: 22,150 shares; 2026Q1: 17,936 shares 17,936 $2.43M 0.04% -4,214 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: 2,863 shares; 2024Q4: 2,922 shares; 2025Q1: 3,136 shares; 2025Q2: 3,877 shares; 2025Q3: 3,884 shares; 2025Q4: 3,708 shares; 2026Q1: 4,043 shares 4,043 $2.42M 0.04% +335 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,325 shares; 2024Q4: 42,275 shares; 2025Q1: 41,875 shares; 2025Q2: 41,575 shares; 2025Q3: 40,270 shares; 2025Q4: 39,626 shares; 2026Q1: 38,984 shares 38,984 $2.39M 0.04% -642 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,899 shares; 2024Q4: 402,561 shares; 2025Q1: 96,638 shares; 2025Q2: 93,828 shares; 2025Q3: 88,267 shares; 2025Q4: 81,504 shares; 2026Q1: 80,964 shares 80,964 $2.32M 0.03% -540 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,087 shares; 2026Q1: 12,087 shares 12,087 $2.32M 0.03% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,389 shares; 2026Q1: 19,389 shares 19,389 $2.3M 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,140 shares; 2024Q4: 14,045 shares; 2025Q1: 13,890 shares; 2025Q2: 13,890 shares; 2025Q3: 13,890 shares; 2025Q4: 14,034 shares; 2026Q1: 13,952 shares 13,952 $2.3M 0.03% -82 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,402 shares; 2025Q1: 4,363 shares; 2025Q2: 16,148 shares; 2025Q3: 16,134 shares; 2025Q4: 15,860 shares; 2026Q1: 15,765 shares 15,765 $2.29M 0.03% -95 Timeline ICLN 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: 153,243 shares; 2024Q4: 140,718 shares; 2025Q1: 137,657 shares; 2025Q2: 134,458 shares; 2025Q3: 133,344 shares; 2025Q4: 118,648 shares; 2026Q1: 123,821 shares 123,821 $2.26M 0.03% +5,173 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 10,910 shares; 2025Q1: 10,910 shares; 2025Q2: 10,910 shares; 2025Q3: 10,910 shares; 2025Q4: 10,910 shares; 2026Q1: 10,910 shares 10,910 $2.25M 0.03% 0 Timeline VDE 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: 11,255 shares; 2024Q4: 41,148 shares; 2025Q1: 11,780 shares; 2025Q2: 12,620 shares; 2025Q3: 12,620 shares; 2025Q4: 20,439 shares; 2026Q1: 12,937 shares 12,937 $2.24M 0.03% -7,502 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,054 shares; 2025Q1: 8,413 shares; 2025Q2: 14,213 shares; 2025Q3: 6,067 shares; 2025Q4: 6,311 shares; 2026Q1: 6,212 shares 6,212 $2.22M 0.03% -99 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,912 shares; 2024Q4: 37,727 shares; 2025Q1: 37,462 shares; 2025Q2: 36,992 shares; 2025Q3: 36,787 shares; 2025Q4: 37,078 shares; 2026Q1: 36,227 shares 36,227 $2.18M 0.03% -851 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,045 shares; 2024Q4: 71,000 shares; 2025Q1: 67,281 shares; 2025Q2: 65,852 shares; 2025Q3: 65,987 shares; 2025Q4: 65,892 shares; 2026Q1: 65,252 shares 65,252 $2.17M 0.03% -640 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,150 shares; 2024Q4: 48,150 shares; 2025Q1: 48,150 shares; 2025Q2: 48,150 shares; 2025Q3: 48,150 shares; 2025Q4: 48,150 shares; 2026Q1: 48,150 shares 48,150 $2.15M 0.03% 0 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: 42,793 shares; 2024Q4: 42,058 shares; 2025Q1: 41,887 shares; 2025Q2: 41,362 shares; 2025Q3: 41,003 shares; 2025Q4: 40,863 shares; 2026Q1: 40,518 shares 40,518 $2.13M 0.03% -345 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,841 shares; 2025Q4: 23,866 shares; 2026Q1: 23,567 shares 23,567 $2.07M 0.03% -299 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,300 shares; 2024Q4: 256,300 shares; 2025Q1: 256,300 shares; 2025Q2: 256,300 shares; 2025Q3: 256,300 shares; 2025Q4: 256,300 shares; 2026Q1: 151,300 shares 151,300 $2.04M 0.03% -105,000 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,950 shares; 2024Q4: 46,900 shares; 2025Q1: 46,900 shares; 2025Q2: 46,757 shares; 2025Q3: 46,757 shares; 2025Q4: 46,869 shares; 2026Q1: 36,757 shares 36,757 $2.03M 0.03% -10,112 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,806 shares; 2024Q4: 30,806 shares; 2025Q1: 30,806 shares; 2025Q2: 30,806 shares; 2025Q3: 30,806 shares; 2025Q4: 30,806 shares; 2026Q1: 30,436 shares 30,436 $2M 0.03% -370 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,150 shares; 2024Q4: 37,150 shares; 2025Q1: 25,250 shares; 2025Q2: 25,150 shares; 2025Q3: 25,150 shares; 2025Q4: 25,185 shares; 2026Q1: 27,400 shares 27,400 $1.99M 0.03% +2,215 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,589 shares; 2024Q4: 98,589 shares; 2025Q1: 98,589 shares; 2025Q2: 98,589 shares; 2025Q3: 98,589 shares; 2025Q4: 98,741 shares; 2026Q1: 98,589 shares 98,589 $1.98M 0.03% -152 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,308 shares; 2024Q4: 19,498 shares; 2025Q1: 18,814 shares; 2025Q2: 18,006 shares; 2025Q3: 16,625 shares; 2025Q4: 17,754 shares; 2026Q1: 16,629 shares 16,629 $1.97M 0.03% -1,125 Timeline VDC 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: 19,280 shares; 2024Q4: 25,453 shares; 2025Q1: 19,915 shares; 2025Q2: 16,231 shares; 2025Q3: 31,841 shares; 2025Q4: 20,294 shares; 2026Q1: 8,762 shares 8,762 $1.97M 0.03% -11,532 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395,000 shares; 2025Q1: 465,000 shares; 2025Q2: 465,000 shares; 2025Q3: 465,000 shares; 2025Q4: 465,000 shares; 2026Q1: 465,000 shares 465,000 $1.95M 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,050 shares; 2024Q4: 23,050 shares; 2025Q1: 23,050 shares; 2025Q2: 25,499 shares; 2025Q3: 25,499 shares; 2025Q4: 25,519 shares; 2026Q1: 25,499 shares 25,499 $1.91M 0.03% -20 Timeline RXST RXSIGHT INC More: the full row for RXSIGHT 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: 300,000 shares; 2025Q4: 300,000 shares; 2026Q1: 310,000 shares 310,000 $1.91M 0.03% +10,000 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,410 shares 6,410 $1.91M 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 6,660 shares; 2025Q1: 6,390 shares; 2025Q2: 6,305 shares; 2025Q3: 6,285 shares; 2025Q4: 6,653 shares; 2026Q1: 6,534 shares 6,534 $1.85M 0.03% -119 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: 27,106 shares; 2024Q4: 29,423 shares; 2025Q1: 29,514 shares; 2025Q2: 22,611 shares; 2025Q3: 22,711 shares; 2025Q4: 22,815 shares; 2026Q1: 22,826 shares 22,826 $1.85M 0.03% +11 Timeline CSBR CHAMPIONS ONCOLOGY INC More: the full row for CHAMPIONS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705,214 shares; 2024Q4: 608,915 shares; 2025Q1: 399,882 shares; 2025Q2: 399,882 shares; 2025Q3: 319,674 shares; 2025Q4: 319,674 shares; 2026Q1: 319,674 shares 319,674 $1.84M 0.03% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,700 shares; 2024Q4: 53,700 shares; 2025Q1: 31,700 shares; 2025Q2: 31,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,858 shares; 2026Q1: 18,858 shares 18,858 $1.84M 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,958 shares; 2024Q4: 100,818 shares; 2025Q1: 43,587 shares; 2025Q2: 37,047 shares; 2025Q3: 37,047 shares; 2025Q4: 37,065 shares; 2026Q1: 37,047 shares 37,047 $1.74M 0.03% -18 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: 3,110 shares; 2024Q4: 9,188 shares; 2025Q1: 3,152 shares; 2025Q2: 3,145 shares; 2025Q3: 3,058 shares; 2025Q4: 3,054 shares; 2026Q1: 3,002 shares 3,002 $1.73M 0.03% -52 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: 2,839 shares; 2024Q4: 2,790 shares; 2025Q1: 2,783 shares; 2025Q2: 3,043 shares; 2025Q3: 3,093 shares; 2025Q4: 3,098 shares; 2026Q1: 3,103 shares 3,103 $1.67M 0.02% +5 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: 24,140 shares; 2024Q4: 24,140 shares; 2025Q1: 28,340 shares; 2025Q2: 28,340 shares; 2025Q3: 28,340 shares; 2025Q4: 27,489 shares; 2026Q1: 8,183 shares 8,183 $1.66M 0.02% -19,306 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: 23,463 shares; 2024Q4: 25,588 shares; 2025Q1: 27,441 shares; 2025Q2: 25,915 shares; 2025Q3: 26,071 shares; 2025Q4: 24,275 shares; 2026Q1: 23,390 shares 23,390 $1.65M 0.02% -885 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 12,726 shares; 2025Q1: 9,026 shares; 2025Q2: 9,196 shares; 2025Q3: 5,496 shares; 2025Q4: 5,496 shares; 2026Q1: 11,943 shares 11,943 $1.65M 0.02% +6,447 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,165 shares; 2025Q1: 5,095 shares; 2025Q2: 4,670 shares; 2025Q3: 4,665 shares; 2025Q4: 4,165 shares; 2026Q1: 3,940 shares 3,940 $1.64M 0.02% -225 Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET 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: 420,000 shares 420,000 $1.63M 0.02% new 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: 7,993 shares; 2024Q4: 8,157 shares; 2025Q1: 7,667 shares; 2025Q2: 7,628 shares; 2025Q3: 7,208 shares; 2025Q4: 6,670 shares; 2026Q1: 6,496 shares 6,496 $1.61M 0.02% -174 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,258 shares; 2024Q4: 500,551 shares; 2025Q1: 504,881 shares; 2025Q2: 512,395 shares; 2025Q3: 507,700 shares; 2025Q4: 280,637 shares; 2026Q1: 24,687 shares 24,687 $1.6M 0.02% -255,950 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 17,363 shares; 2025Q1: 16,892 shares; 2025Q2: 16,897 shares; 2025Q3: 16,881 shares; 2025Q4: 16,606 shares; 2026Q1: 16,422 shares 16,422 $1.6M 0.02% -184 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: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares 7,650 $1.59M 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,449 shares; 2025Q1: 22,279 shares; 2025Q2: 23,129 shares; 2025Q3: 23,129 shares; 2025Q4: 22,879 shares; 2026Q1: 22,799 shares 22,799 $1.59M 0.02% -80 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 250,000 shares 250,000 $1.5M 0.02% +240,000 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $1.48M 0.02% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,091 shares; 2024Q4: 14,075 shares; 2025Q1: 14,075 shares; 2025Q2: 12,675 shares; 2025Q3: 12,675 shares; 2025Q4: 19,317 shares; 2026Q1: 19,273 shares 19,273 $1.45M 0.02% -44 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 7,890 shares; 2025Q1: 7,890 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 8,790 shares; 2026Q1: 8,970 shares 8,970 $1.45M 0.02% +180 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,560 shares; 2025Q3: 25,560 shares; 2025Q4: 25,560 shares; 2026Q1: 25,560 shares 25,560 $1.45M 0.02% 0 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,500 shares; 2024Q4: 84,000 shares; 2025Q1: 84,000 shares; 2025Q2: 84,000 shares; 2025Q3: 84,000 shares; 2025Q4: 84,000 shares; 2026Q1: 84,000 shares 84,000 $1.43M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,706 shares; 2026Q1: 11,455 shares 11,455 $1.42M 0.02% +749 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,447 shares; 2024Q4: 21,382 shares; 2025Q1: 19,994 shares; 2025Q2: 18,222 shares; 2025Q3: 17,275 shares; 2025Q4: 17,362 shares; 2026Q1: 19,411 shares 19,411 $1.4M 0.02% +2,049 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,700 shares; 2024Q4: 18,975 shares; 2025Q1: 19,050 shares; 2025Q2: 18,750 shares; 2025Q3: 18,775 shares; 2025Q4: 18,775 shares; 2026Q1: 18,825 shares 18,825 $1.4M 0.02% +50 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,067 shares; 2024Q4: 26,067 shares; 2025Q1: 26,067 shares; 2025Q2: 19,555 shares; 2025Q3: 19,135 shares; 2025Q4: 14,910 shares; 2026Q1: 14,923 shares 14,923 $1.38M 0.02% +13 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,000 shares; 2025Q4: 205,000 shares; 2026Q1: 230,000 shares 230,000 $1.38M 0.02% +25,000 Timeline NABL N-ABLE INC More: the full row for N-ABLE 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: 290,000 shares 290,000 $1.35M 0.02% new Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,884 shares; 2024Q4: 17,881 shares; 2025Q1: 18,669 shares; 2025Q2: 23,130 shares; 2025Q3: 22,073 shares; 2025Q4: 21,946 shares; 2026Q1: 19,775 shares 19,775 $1.35M 0.02% -2,171 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,235 shares; 2025Q1: 3,085 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,922 shares; 2026Q1: 3,939 shares 3,939 $1.35M 0.02% +17 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: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 7,607 shares; 2025Q2: 7,607 shares; 2025Q3: 7,607 shares; 2025Q4: 11,651 shares; 2026Q1: 14,611 shares 14,611 $1.35M 0.02% +2,960 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 22,666 shares; 2025Q3: 39,219 shares; 2025Q4: 35,102 shares; 2026Q1: 33,240 shares 33,240 $1.34M 0.02% -1,862 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 4,500 shares; 2025Q1: 4,528 shares; 2025Q2: 4,868 shares; 2025Q3: 4,924 shares; 2025Q4: 4,737 shares; 2026Q1: 5,006 shares 5,006 $1.34M 0.02% +269 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 22,038 shares; 2025Q1: 19,893 shares; 2025Q2: 19,893 shares; 2025Q3: 19,893 shares; 2025Q4: 19,893 shares; 2026Q1: 19,500 shares 19,500 $1.33M 0.02% -393 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: 9,991 shares; 2024Q4: 9,491 shares; 2025Q1: 9,291 shares; 2025Q2: 9,291 shares; 2025Q3: 9,491 shares; 2025Q4: 9,491 shares; 2026Q1: 9,242 shares 9,242 $1.33M 0.02% -249 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,810 shares; 2025Q1: 7,710 shares; 2025Q2: 7,710 shares; 2025Q3: 7,210 shares; 2025Q4: 8,274 shares; 2026Q1: 7,959 shares 7,959 $1.32M 0.02% -315 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,614 shares; 2026Q1: 81,565 shares 81,565 $1.3M 0.02% +951 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $1.29M 0.02% 0 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,714 shares; 2024Q4: 629,714 shares; 2025Q1: 621,204 shares; 2025Q2: 571,187 shares; 2025Q3: 521,100 shares; 2025Q4: 71,100 shares; 2026Q1: 71,100 shares 71,100 $1.28M 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,375 shares; 2025Q1: 4,467 shares; 2025Q2: 4,557 shares; 2025Q3: 4,554 shares; 2025Q4: 3,750 shares; 2026Q1: 3,809 shares 3,809 $1.27M 0.02% +59 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,647 shares; 2024Q4: 7,647 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 11,600 shares; 2026Q1: 11,500 shares 11,500 $1.25M 0.02% -100 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,647 shares; 2024Q4: 27,647 shares; 2025Q1: 27,647 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,010 shares; 2026Q1: 6,000 shares 6,000 $1.24M 0.02% -10 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,835 shares; 2024Q4: 147,315 shares; 2025Q1: 144,802 shares; 2025Q2: 144,957 shares; 2025Q3: 136,904 shares; 2025Q4: 127,671 shares; 2026Q1: 15,473 shares 15,473 $1.23M 0.02% -112,198 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,149 shares; 2024Q4: 27,051 shares; 2025Q1: 28,086 shares; 2025Q2: 26,196 shares; 2025Q3: 25,718 shares; 2025Q4: 23,320 shares; 2026Q1: 26,099 shares 26,099 $1.22M 0.02% +2,779 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: 18,187 shares; 2024Q4: 22,959 shares; 2025Q1: 24,699 shares; 2025Q2: 24,699 shares; 2025Q3: 32,699 shares; 2025Q4: 32,699 shares; 2026Q1: 32,199 shares 32,199 $1.22M 0.02% -500 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,721 shares; 2024Q4: 23,721 shares; 2025Q1: 23,721 shares; 2025Q2: 23,721 shares; 2025Q3: 23,721 shares; 2025Q4: 23,721 shares; 2026Q1: 22,221 shares 22,221 $1.21M 0.02% -1,500 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS 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: 140,000 shares; 2026Q1: 285,000 shares 285,000 $1.21M 0.02% +145,000 Timeline EEM 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: 22,766 shares; 2024Q4: 22,466 shares; 2025Q1: 22,461 shares; 2025Q2: 22,418 shares; 2025Q3: 22,418 shares; 2025Q4: 22,418 shares; 2026Q1: 21,117 shares 21,117 $1.2M 0.02% -1,301 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,185 shares; 2026Q1: 12,098 shares 12,098 $1.19M 0.02% -5,087 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,907 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares; 2025Q3: 5,936 shares; 2025Q4: 5,848 shares; 2026Q1: 5,800 shares 5,800 $1.17M 0.02% -48 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,193 shares; 2024Q4: 120,187 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 112,281 shares 112,281 $1.14M 0.02% -7,719 Timeline VFH 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: 21,701 shares; 2024Q4: 21,701 shares; 2025Q1: 22,251 shares; 2025Q2: 9,520 shares; 2025Q3: 9,520 shares; 2025Q4: 9,830 shares; 2026Q1: 9,410 shares 9,410 $1.14M 0.02% -420 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 9,171 shares; 2025Q1: 2,716 shares; 2025Q2: 3,141 shares; 2025Q3: 3,946 shares; 2025Q4: 3,946 shares; 2026Q1: 3,839 shares 3,839 $1.12M 0.02% -107 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 4,107 shares; 2025Q3: 3,707 shares; 2025Q4: 3,718 shares; 2026Q1: 3,805 shares 3,805 $1.11M 0.02% +87 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,807 shares; 2025Q3: 12,737 shares; 2025Q4: 11,537 shares; 2026Q1: 11,387 shares 11,387 $1.11M 0.02% -150 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,455 shares; 2025Q1: 6,695 shares; 2025Q2: 4,595 shares; 2025Q3: 4,700 shares; 2025Q4: 4,876 shares; 2026Q1: 4,746 shares 4,746 $1.09M 0.02% -130 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $1.09M 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,580 shares; 2025Q1: 12,290 shares; 2025Q2: 10,085 shares; 2025Q3: 10,210 shares; 2025Q4: 10,400 shares; 2026Q1: 10,345 shares 10,345 $1.07M 0.02% -55 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,681 shares; 2024Q4: 13,681 shares; 2025Q1: 13,481 shares; 2025Q2: 13,390 shares; 2025Q3: 12,590 shares; 2025Q4: 12,590 shares; 2026Q1: 12,590 shares 12,590 $1.07M 0.02% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,657 shares; 2025Q1: 5,441 shares; 2025Q2: 5,941 shares; 2025Q3: 6,741 shares; 2025Q4: 7,141 shares; 2026Q1: 7,251 shares 7,251 $1.05M 0.02% +110 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,150 shares; 2024Q4: 127,150 shares; 2025Q1: 127,150 shares; 2025Q2: 147,150 shares; 2025Q3: 147,150 shares; 2025Q4: 147,150 shares; 2026Q1: 27,150 shares 27,150 $1.05M 0.02% -120,000 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 8,993 shares; 2025Q1: 9,018 shares; 2025Q2: 9,018 shares; 2025Q3: 9,018 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $1.03M 0.02% 0 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: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $1.01M 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 10,560 shares; 2025Q1: 16,904 shares; 2025Q2: 12,549 shares; 2025Q3: 14,949 shares; 2025Q4: 30,368 shares; 2026Q1: 22,018 shares 22,018 $1.01M 0.01% -8,350 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,500 shares; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares; 2026Q1: 37,500 shares 37,500 $1.01M 0.01% 0 Timeline GRSD GRANDSTAND LTD More: the full row for GRANDSTAND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 130,000 shares; 2025Q1: 195,000 shares; 2025Q2: 217,000 shares; 2025Q3: 232,000 shares; 2025Q4: 365,000 shares; 2026Q1: 260,000 shares 260,000 $1.01M 0.01% -105,000 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: 6,838 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,838 shares; 2025Q3: 6,838 shares; 2025Q4: 6,838 shares; 2026Q1: 6,838 shares 6,838 $997K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,681 shares; 2025Q4: 3,575 shares; 2026Q1: 3,643 shares 3,643 $985K 0.01% +68 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: 8,198 shares; 2025Q3: 8,198 shares; 2025Q4: 8,198 shares; 2026Q1: 8,198 shares 8,198 $984K 0.01% 0 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: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,280 shares; 2026Q1: 2,243 shares 2,243 $980K 0.01% -37 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: 82,194 shares; 2024Q4: 23,300 shares; 2025Q1: 23,300 shares; 2025Q2: 23,300 shares; 2025Q3: 23,800 shares; 2025Q4: 28,761 shares; 2026Q1: 27,861 shares 27,861 $979K 0.01% -900 Timeline IDOG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,953 shares; 2025Q3: 20,301 shares; 2025Q4: 21,496 shares; 2026Q1: 23,141 shares 23,141 $964K 0.01% +1,645 Timeline RSKD RISKIFIED LTD More: the full row for RISKIFIED LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,000 shares; 2024Q4: 371,000 shares; 2025Q1: 346,000 shares; 2025Q2: 346,000 shares; 2025Q3: 346,000 shares; 2025Q4: 346,000 shares; 2026Q1: 241,000 shares 241,000 $945K 0.01% -105,000 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to 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: 15,370 shares; 2026Q1: 7,890 shares 7,890 $944K 0.01% -7,480 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,304 shares; 2024Q4: 37,205 shares; 2025Q1: 49,695 shares; 2025Q2: 51,182 shares; 2025Q3: 28,307 shares; 2025Q4: 21,352 shares; 2026Q1: 22,076 shares 22,076 $919K 0.01% +724 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $915K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: 3,831 shares; 2025Q1: 3,831 shares; 2025Q2: 3,831 shares; 2025Q3: 3,831 shares; 2025Q4: 3,842 shares; 2026Q1: 3,831 shares 3,831 $913K 0.01% -11 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 11,900 shares; 2025Q4: 11,600 shares; 2026Q1: 10,450 shares 10,450 $896K 0.01% -1,150 Timeline TASK TASKUS INC More: the full row for TASKUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,000 shares; 2025Q2: 227,000 shares; 2025Q3: 177,000 shares; 2025Q4: 207,000 shares; 2026Q1: 132,000 shares 132,000 $886K 0.01% -75,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,476 shares; 2025Q3: 29,476 shares; 2025Q4: 29,556 shares; 2026Q1: 44,981 shares 44,981 $868K 0.01% +15,425 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 3,389 shares; 2025Q1: 3,369 shares; 2025Q2: 3,309 shares; 2025Q3: 3,442 shares; 2025Q4: 3,717 shares; 2026Q1: 4,208 shares 4,208 $838K 0.01% +491 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,500 shares; 2024Q4: 98,330 shares; 2025Q1: 113,599 shares; 2025Q2: 110,717 shares; 2025Q3: 20,858 shares; 2025Q4: 21,254 shares; 2026Q1: 21,401 shares 21,401 $834K 0.01% +147 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 6,716 shares; 2025Q1: 6,716 shares; 2025Q2: 6,742 shares; 2025Q3: 6,409 shares; 2025Q4: 9,976 shares; 2026Q1: 9,945 shares 9,945 $832K 0.01% -31 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,900 shares 6,900 $825K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,396 shares; 2024Q4: 93,752 shares; 2025Q1: 92,288 shares; 2025Q2: 5,769 shares; 2025Q3: 6,325 shares; 2025Q4: 8,541 shares; 2026Q1: 7,166 shares 7,166 $824K 0.01% -1,375 Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,300 shares; 2024Q4: 38,300 shares; 2025Q1: 29,300 shares; 2025Q2: 29,300 shares; 2025Q3: 40,250 shares; 2025Q4: 68,550 shares; 2026Q1: 89,550 shares 89,550 $816K 0.01% +21,000 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,784 shares; 2024Q4: 12,404 shares; 2025Q1: 12,504 shares; 2025Q2: 10,524 shares; 2025Q3: 10,669 shares; 2025Q4: 10,669 shares; 2026Q1: 10,819 shares 10,819 $812K 0.01% +150 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,289 shares; 2024Q4: 14,529 shares; 2025Q1: 13,989 shares; 2025Q2: 14,374 shares; 2025Q3: 13,812 shares; 2025Q4: 17,622 shares; 2026Q1: 16,270 shares 16,270 $807K 0.01% -1,352 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,500 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 36,300 shares; 2025Q4: 36,300 shares; 2026Q1: 36,300 shares 36,300 $801K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,535 shares; 2024Q4: 23,840 shares; 2025Q1: 6,680 shares; 2025Q2: 5,587 shares; 2025Q3: 6,551 shares; 2025Q4: 5,469 shares; 2026Q1: 4,352 shares 4,352 $798K 0.01% -1,117 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: 24,333 shares; 2024Q4: 23,522 shares; 2025Q1: 23,522 shares; 2025Q2: 23,453 shares; 2025Q3: 23,453 shares; 2025Q4: 23,453 shares; 2026Q1: 22,211 shares 22,211 $787K 0.01% -1,242 Timeline PSLV 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: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,090 shares 32,090 $783K 0.01% +90 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares; 2025Q4: 6,600 shares; 2026Q1: 7,400 shares 7,400 $768K 0.01% +800 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: 5,528 shares; 2024Q4: 5,554 shares; 2025Q1: 5,986 shares; 2025Q2: 6,144 shares; 2025Q3: 6,144 shares; 2025Q4: 6,149 shares; 2026Q1: 5,619 shares 5,619 $761K 0.01% -530 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: 24,931 shares; 2024Q4: 13,531 shares; 2025Q1: 24,759 shares; 2025Q2: 3,302 shares; 2025Q3: 3,602 shares; 2025Q4: 3,602 shares; 2026Q1: 3,602 shares 3,602 $749K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,943 shares; 2024Q4: 75,541 shares; 2025Q1: 56,578 shares; 2025Q2: 53,454 shares; 2025Q3: 1,920 shares; 2025Q4: 1,495 shares; 2026Q1: 1,226 shares 1,226 $741K 0.01% -269 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,880 shares; 2025Q4: 21,450 shares; 2026Q1: 36,513 shares 36,513 $725K 0.01% +15,063 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,952 shares; 2024Q4: 19,952 shares; 2025Q1: 19,952 shares; 2025Q2: 19,952 shares; 2025Q3: 20,952 shares; 2025Q4: 20,952 shares; 2026Q1: 17,352 shares 17,352 $712K 0.01% -3,600 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: 9,327 shares; 2024Q4: 11,757 shares; 2025Q1: 10,383 shares; 2025Q2: 10,103 shares; 2025Q3: 9,585 shares; 2025Q4: 9,946 shares; 2026Q1: 8,019 shares 8,019 $711K 0.01% -1,927 Timeline YEXT YEXT INC More: the full row for YEXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 335,000 shares; 2025Q2: 395,000 shares; 2025Q3: 405,000 shares; 2025Q4: 405,000 shares; 2026Q1: 185,000 shares 185,000 $710K 0.01% -220,000 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 4,950 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,650 shares; 2025Q4: 4,400 shares; 2026Q1: 4,200 shares 4,200 $710K 0.01% -200 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,500 shares; 2024Q4: 85,500 shares; 2025Q1: 83,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $703K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 1,465 shares; 2025Q1: 1,695 shares; 2025Q2: 1,745 shares; 2025Q3: 1,795 shares; 2025Q4: 2,748 shares; 2026Q1: 2,643 shares 2,643 $703K 0.01% -105 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: 942 shares; 2024Q4: 1,137 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,336 shares; 2025Q4: 2,333 shares; 2026Q1: 1,885 shares 1,885 $701K 0.01% -448 Timeline KLTR KALTURA INC More: the full row for KALTURA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630,000 shares; 2025Q2: 827,383 shares; 2025Q3: 1,402,383 shares; 2025Q4: 1,107,383 shares; 2026Q1: 568,988 shares 568,988 $694K 0.01% -538,395 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: 9,643 shares; 2024Q4: 9,646 shares; 2025Q1: 9,496 shares; 2025Q2: 9,245 shares; 2025Q3: 9,777 shares; 2025Q4: 9,989 shares; 2026Q1: 10,336 shares 10,336 $682K 0.01% +347 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,562 shares; 2025Q4: 3,682 shares; 2026Q1: 3,925 shares 3,925 $652K 0.01% +243 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 13,720 shares; 2026Q1: 12,920 shares 12,920 $646K 0.01% -800 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,883 shares; 2024Q4: 12,242 shares; 2025Q1: 12,983 shares; 2025Q2: 12,675 shares; 2025Q3: 11,502 shares; 2025Q4: 11,648 shares; 2026Q1: 12,650 shares 12,650 $637K 0.01% +1,002 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: 5,061 shares; 2024Q4: 4,962 shares; 2025Q1: 5,062 shares; 2025Q2: 5,206 shares; 2025Q3: 5,258 shares; 2025Q4: 5,866 shares; 2026Q1: 5,377 shares 5,377 $632K 0.01% -489 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: 15,099 shares; 2024Q4: 15,106 shares; 2025Q1: 15,107 shares; 2025Q2: 5,122 shares; 2025Q3: 5,127 shares; 2025Q4: 5,257 shares; 2026Q1: 5,152 shares 5,152 $624K 0.01% -105 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,213 shares; 2024Q4: 7,543 shares; 2025Q1: 8,097 shares; 2025Q2: 8,113 shares; 2025Q3: 8,023 shares; 2025Q4: 8,210 shares; 2026Q1: 8,042 shares 8,042 $620K 0.01% -168 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,593 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 7,290 shares; 2026Q1: 9,266 shares 9,266 $613K 0.01% +1,976 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares; 2026Q1: 10,700 shares 10,700 $595K 0.01% -2,600 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,847 shares; 2024Q4: 71,751 shares; 2025Q1: 25,208 shares; 2025Q2: 22,140 shares; 2025Q3: 23,033 shares; 2025Q4: 17,302 shares; 2026Q1: 13,136 shares 13,136 $594K 0.01% -4,166 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,100 shares; 2024Q4: 42,500 shares; 2025Q1: 42,500 shares; 2025Q2: 44,500 shares; 2025Q3: 59,200 shares; 2025Q4: 66,400 shares; 2026Q1: 68,200 shares 68,200 $591K 0.01% +1,800 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 12,900 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares 14,400 $583K 0.01% 0 Timeline INGN INOGEN INC More: the full row for INOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 87,850 shares; 2025Q1: 87,850 shares; 2025Q2: 87,850 shares; 2025Q3: 87,850 shares; 2025Q4: 93,350 shares; 2026Q1: 93,350 shares 93,350 $577K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 3,603 shares; 2026Q1: 3,589 shares 3,589 $573K 0.01% -14 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,066 shares; 2026Q1: 4,471 shares 4,471 $565K 0.01% +1,405 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,700 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 4,027 shares; 2026Q1: 2,712 shares 2,712 $564K 0.01% -1,315 Timeline LFCR LIFECORE BIOMEDICAL INC More: the full row for LIFECORE BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,700 shares; 2024Q4: 151,700 shares; 2025Q1: 151,700 shares; 2025Q2: 151,700 shares; 2025Q3: 151,700 shares; 2025Q4: 151,700 shares; 2026Q1: 151,700 shares 151,700 $564K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,724 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 3,309 shares; 2026Q1: 3,264 shares 3,264 $559K 0.01% -45 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 877 shares; 2025Q3: 852 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $547K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,940 shares; 2024Q4: 16,790 shares; 2025Q1: 16,790 shares; 2025Q2: 17,727 shares; 2025Q3: 17,040 shares; 2025Q4: 2,946 shares; 2026Q1: 2,779 shares 2,779 $540K 0.01% -167 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 8,301 shares; 2025Q1: 8,501 shares; 2025Q2: 9,001 shares; 2025Q3: 9,001 shares; 2025Q4: 9,501 shares; 2026Q1: 9,501 shares 9,501 $539K 0.01% 0 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: 1,399 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares 1,524 $539K 0.01% 0 Timeline SDY 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: 4,097 shares; 2024Q4: 16,732 shares; 2025Q1: 3,775 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 16,140 shares; 2026Q1: 3,685 shares 3,685 $538K 0.01% -12,455 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,130 shares; 2025Q1: 6,130 shares; 2025Q2: 6,130 shares; 2025Q3: 6,130 shares; 2025Q4: 6,130 shares; 2026Q1: 6,130 shares 6,130 $537K 0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,738 shares; 2024Q4: 20,738 shares; 2025Q1: 23,812 shares; 2025Q2: 23,025 shares; 2025Q3: 27,775 shares; 2025Q4: 25,675 shares; 2026Q1: 25,675 shares 25,675 $533K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,104 shares; 2024Q4: 12,437 shares; 2025Q1: 12,437 shares; 2025Q2: 11,907 shares; 2025Q3: 11,907 shares; 2025Q4: 5,867 shares; 2026Q1: 5,867 shares 5,867 $530K 0.01% 0 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: 7,325 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $520K 0.01% 0 Timeline EDEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,871 shares; 2025Q2: 4,871 shares; 2025Q3: 4,871 shares; 2025Q4: 4,871 shares; 2026Q1: 4,871 shares 4,871 $510K 0.01% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,700 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 19,716 shares; 2025Q3: 19,713 shares; 2025Q4: 19,023 shares; 2026Q1: 18,600 shares 18,600 $509K 0.01% -423 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 76 shares 76 $501K 0.01% +1 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,850 shares 23,850 $500K 0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 2,815 shares; 2025Q1: not reported; 2025Q2: 2,223 shares; 2025Q3: 2,498 shares; 2025Q4: 2,647 shares; 2026Q1: 3,822 shares 3,822 $496K 0.01% +1,175 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,874 shares; 2026Q1: 32,965 shares 32,965 $493K 0.01% -57,909 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares 6,450 $492K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: 6,534 shares; 2025Q1: 4,814 shares; 2025Q2: 4,691 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,800 shares 4,800 $491K 0.01% +400 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: 1,810 shares; 2024Q4: 1,768 shares; 2025Q1: 1,658 shares; 2025Q2: 1,638 shares; 2025Q3: 1,608 shares; 2025Q4: 1,658 shares; 2026Q1: 1,456 shares 1,456 $478K 0.01% -202 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,447 shares; 2025Q4: 5,554 shares; 2026Q1: 6,376 shares 6,376 $475K 0.01% +822 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 10,200 shares; 2025Q3: 6,700 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $470K 0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK 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: 30,000 shares; 2026Q1: 114,500 shares 114,500 $463K 0.01% +84,500 Timeline OEC ORION S.A. More: the full row for ORION S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,348 shares; 2024Q4: 94,303 shares; 2025Q1: 89,903 shares; 2025Q2: 89,903 shares; 2025Q3: 71,603 shares; 2025Q4: 71,603 shares; 2026Q1: 70,403 shares 70,403 $458K 0.01% -1,200 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 10,590 shares; 2025Q1: 10,606 shares; 2025Q2: 10,470 shares; 2025Q3: 14,057 shares; 2025Q4: 16,155 shares; 2026Q1: 18,465 shares 18,465 $457K 0.01% +2,310 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares 9,400 $456K 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 15,025 shares; 2025Q1: 15,025 shares; 2025Q2: 15,025 shares; 2025Q3: 15,025 shares; 2025Q4: 15,025 shares; 2026Q1: 15,025 shares 15,025 $453K 0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,391 shares; 2025Q4: 2,366 shares; 2026Q1: 2,203 shares 2,203 $444K 0.01% -163 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,410 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares; 2026Q1: 4,410 shares 4,410 $444K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,857 shares; 2025Q1: 6,330 shares; 2025Q2: 6,160 shares; 2025Q3: 5,985 shares; 2025Q4: 5,981 shares; 2026Q1: 6,394 shares 6,394 $435K 0.01% +413 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,634 shares; 2026Q1: 1,642 shares 1,642 $430K 0.01% +8 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $429K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,408 shares; 2026Q1: 5,200 shares 5,200 $426K 0.01% -208 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,151 shares; 2026Q1: 2,150 shares 2,150 $424K 0.01% -1 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,580 shares; 2025Q1: 8,920 shares; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares 8,450 $424K 0.01% 0 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares 8,600 $400K 0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,600 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900 $399K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares 2,446 $397K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 4,065 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 3,740 shares; 2025Q4: 4,865 shares; 2026Q1: 3,740 shares 3,740 $396K 0.01% -1,125 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,400 shares 5,400 $393K 0.01% +200 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,700 shares; 2025Q4: 34,700 shares; 2026Q1: 35,200 shares 35,200 $391K 0.01% +500 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,295 shares; 2024Q4: 26,006 shares; 2025Q1: 28,005 shares; 2025Q2: 11,531 shares; 2025Q3: not reported; 2025Q4: 11,545 shares; 2026Q1: 17,230 shares 17,230 $388K 0.01% +5,685 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 10,551 shares; 2025Q1: 10,532 shares; 2025Q2: 10,532 shares; 2025Q3: 10,532 shares; 2025Q4: 10,432 shares; 2026Q1: 8,237 shares 8,237 $382K 0.01% -2,195 Timeline APA APA CORPORATION More: the full row for APA 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: 9,059 shares; 2025Q4: 9,059 shares; 2026Q1: 9,000 shares 9,000 $382K 0.01% -59 Timeline RPV 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: 3,196 shares; 2026Q1: 3,543 shares 3,543 $380K 0.01% +347 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,057 shares; 2024Q4: 22,057 shares; 2025Q1: 20,907 shares; 2025Q2: 20,907 shares; 2025Q3: 4,907 shares; 2025Q4: 4,907 shares; 2026Q1: 4,907 shares 4,907 $378K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,856 shares; 2026Q1: 1,850 shares 1,850 $365K 0.01% -6 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,203 shares; 2026Q1: 8,873 shares 8,873 $365K 0.01% +670 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: 65,646 shares; 2025Q1: 86,560 shares; 2025Q2: 3,508 shares; 2025Q3: 4,863 shares; 2025Q4: 4,699 shares; 2026Q1: 5,204 shares 5,204 $361K 0.01% +505 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 6,210 shares; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 5,219 shares; 2026Q1: 5,200 shares 5,200 $360K 0.01% -19 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: 56,554 shares; 2024Q4: 58,326 shares; 2025Q1: 58,265 shares; 2025Q2: 103,555 shares; 2025Q3: 80,143 shares; 2025Q4: 10,337 shares; 2026Q1: 6,454 shares 6,454 $360K 0.01% -3,883 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,804 shares; 2025Q1: 3,844 shares; 2025Q2: 3,844 shares; 2025Q3: 3,724 shares; 2025Q4: 3,744 shares; 2026Q1: 3,854 shares 3,854 $357K 0.01% +110 Timeline SPPP 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: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $357K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,903 shares; 2026Q1: 5,297 shares 5,297 $352K 0.01% +1,394 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: 11,396 shares; 2024Q4: 13,629 shares; 2025Q1: 16,459 shares; 2025Q2: 18,709 shares; 2025Q3: 18,653 shares; 2025Q4: 11,689 shares; 2026Q1: 18,183 shares 18,183 $349K 0.01% +6,494 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,285 shares; 2024Q4: 43,053 shares; 2025Q1: 42,508 shares; 2025Q2: 42,734 shares; 2025Q3: 42,369 shares; 2025Q4: 1,322 shares; 2026Q1: 865 shares 865 $338K 0.01% -457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares; 2026Q1: 753 shares 753 $334K <0.01% +6 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,629 shares 1,629 $331K <0.01% +578 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,431 shares; 2025Q1: 909 shares; 2025Q2: 1,219 shares; 2025Q3: 1,222 shares; 2025Q4: 1,686 shares; 2026Q1: 1,559 shares 1,559 $327K <0.01% -127 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $325K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $324K <0.01% 0 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: not reported; 2024Q4: 3,860 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,750 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares 5,450 $322K <0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $317K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 5,217 shares; 2026Q1: 5,281 shares 5,281 $317K <0.01% +64 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: 10,055 shares; 2024Q4: 5,190 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620 $311K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,028 shares; 2024Q4: 233,978 shares; 2025Q1: 240,524 shares; 2025Q2: 190,558 shares; 2025Q3: 184,336 shares; 2025Q4: 185,618 shares; 2026Q1: 2,768 shares 2,768 $307K <0.01% -182,850 Timeline ESGV 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: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares 2,680 $301K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares 2,950 $296K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 2,610 shares 2,610 $291K <0.01% -900 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares 451 $287K <0.01% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $285K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157,150 shares; 2024Q4: 1,148,070 shares; 2025Q1: 1,124,480 shares; 2025Q2: 391,880 shares; 2025Q3: 172,250 shares; 2025Q4: 157,000 shares; 2026Q1: 24,600 shares 24,600 $279K <0.01% -132,400 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 12,500 shares 12,500 $278K <0.01% +2,500 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: 959 shares; 2024Q4: 4,491 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 964 shares; 2025Q4: 965 shares; 2026Q1: 966 shares 966 $278K <0.01% +1 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207,734 shares; 2025Q3: 88,596 shares; 2025Q4: 1,573 shares; 2026Q1: 1,935 shares 1,935 $273K <0.01% +362 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 3,741 shares; 2025Q1: 3,396 shares; 2025Q2: 3,396 shares; 2025Q3: 3,396 shares; 2025Q4: 3,408 shares; 2026Q1: 3,396 shares 3,396 $272K <0.01% -12 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,725 shares; 2025Q1: 17,725 shares; 2025Q2: 17,725 shares; 2025Q3: 17,725 shares; 2025Q4: 17,725 shares; 2026Q1: 17,725 shares 17,725 $272K <0.01% 0 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $266K <0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 10,184 shares 10,184 $259K <0.01% +384 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,673 shares; 2024Q4: 231,673 shares; 2025Q1: 80,673 shares; 2025Q2: 60,763 shares; 2025Q3: 40,673 shares; 2025Q4: 37,215 shares; 2026Q1: 22,384 shares 22,384 $258K <0.01% -14,831 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,400 shares; 2025Q4: 11,850 shares; 2026Q1: 9,850 shares 9,850 $256K <0.01% -2,000 Timeline