VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,950 shares; 2024Q4: 249,639 shares; 2025Q1: 263,760 shares; 2025Q2: 254,442 shares; 2025Q3: 255,588 shares; 2025Q4: 233,818 shares; 2026Q1: 216,623 shares 216,623 $64.7M 5.52% -17,195 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: 58,512 shares; 2024Q4: 60,754 shares; 2025Q1: 62,451 shares; 2025Q2: 65,039 shares; 2025Q3: 65,619 shares; 2025Q4: 61,040 shares; 2026Q1: 54,744 shares 54,744 $31.6M 2.69% -6,296 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,435 shares; 2024Q4: 425,403 shares; 2025Q1: 451,306 shares; 2025Q2: 447,232 shares; 2025Q3: 451,490 shares; 2025Q4: 407,611 shares; 2026Q1: 380,955 shares 380,955 $28.1M 2.39% -26,656 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: 83,637 shares; 2024Q4: 81,451 shares; 2025Q1: 79,210 shares; 2025Q2: 78,565 shares; 2025Q3: 96,807 shares; 2025Q4: 155,511 shares; 2026Q1: 156,852 shares 156,852 $27.4M 2.33% +1,341 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: 348,707 shares; 2024Q4: 344,194 shares; 2025Q1: 366,990 shares; 2025Q2: 369,846 shares; 2025Q3: 388,403 shares; 2025Q4: 366,550 shares; 2026Q1: 355,456 shares 355,456 $22.8M 1.94% -11,094 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: 77,894 shares; 2024Q4: 76,674 shares; 2025Q1: 81,138 shares; 2025Q2: 80,339 shares; 2025Q3: 80,709 shares; 2025Q4: 73,977 shares; 2026Q1: 67,444 shares 67,444 $19.4M 1.65% -6,533 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 22,525 shares; 2026Q1: 21,820 shares 21,820 $19M 1.62% -705 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,277 shares; 2024Q4: 815,335 shares; 2025Q1: 839,437 shares; 2025Q2: 868,268 shares; 2025Q3: 876,688 shares; 2025Q4: 813,474 shares; 2026Q1: 730,585 shares 730,585 $18.7M 1.6% -82,889 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: 6,477 shares; 2024Q4: 106 shares; 2025Q1: 20,565 shares; 2025Q2: 25,781 shares; 2025Q3: 31,272 shares; 2025Q4: 61,047 shares; 2026Q1: 59,688 shares 59,688 $18.5M 1.57% -1,359 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: 37,667 shares; 2024Q4: 36,526 shares; 2025Q1: 35,637 shares; 2025Q2: 34,019 shares; 2025Q3: 46,318 shares; 2025Q4: 62,085 shares; 2026Q1: 69,790 shares 69,790 $17.7M 1.51% +7,705 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: 149,629 shares; 2024Q4: 147,875 shares; 2025Q1: 155,866 shares; 2025Q2: 157,544 shares; 2025Q3: 157,533 shares; 2025Q4: 145,492 shares; 2026Q1: 132,068 shares 132,068 $16.4M 1.4% -13,424 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,023 shares; 2024Q4: 73,766 shares; 2025Q1: 75,824 shares; 2025Q2: 78,957 shares; 2025Q3: 79,656 shares; 2025Q4: 73,920 shares; 2026Q1: 66,096 shares 66,096 $15.7M 1.34% -7,824 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,700 shares; 2025Q1: 1,515 shares; 2025Q2: 448 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 259,739 shares 259,739 $15.5M 1.32% +259,421 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: 39,637 shares; 2025Q4: 115,412 shares; 2026Q1: 109,308 shares 109,308 $13.8M 1.18% -6,104 Timeline PRN 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: 113,079 shares; 2024Q4: 117,640 shares; 2025Q1: 120,835 shares; 2025Q2: 116,606 shares; 2025Q3: 111,380 shares; 2025Q4: 101,793 shares; 2026Q1: 70,576 shares 70,576 $13.7M 1.17% -31,217 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: 43,468 shares; 2024Q4: 44,412 shares; 2025Q1: 44,614 shares; 2025Q2: 40,553 shares; 2025Q3: 41,937 shares; 2025Q4: 90,605 shares; 2026Q1: 103,177 shares 103,177 $13.7M 1.17% +12,572 Timeline PTF 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: 238,769 shares; 2024Q4: 248,394 shares; 2025Q1: 255,095 shares; 2025Q2: 222,809 shares; 2025Q3: 212,673 shares; 2025Q4: 194,233 shares; 2026Q1: 157,169 shares 157,169 $13.6M 1.16% -37,064 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,653 shares; 2024Q4: 372,948 shares; 2025Q1: 396,610 shares; 2025Q2: 392,484 shares; 2025Q3: 394,242 shares; 2025Q4: 361,264 shares; 2026Q1: 329,777 shares 329,777 $13.2M 1.13% -31,487 Timeline PYZ 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: 888 shares; 2024Q4: 882 shares; 2025Q1: 781 shares; 2025Q2: 244 shares; 2025Q3: 173 shares; 2025Q4: 118,401 shares; 2026Q1: 109,878 shares 109,878 $13.2M 1.12% -8,523 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: 59,233 shares; 2024Q4: 57,638 shares; 2025Q1: 55,073 shares; 2025Q2: 44,667 shares; 2025Q3: 31,831 shares; 2025Q4: 30,861 shares; 2026Q1: 55,050 shares 55,050 $12.7M 1.08% +24,189 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 9,286 shares; 2026Q1: 8,788 shares 8,788 $12.1M 1.03% -498 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: 32,276 shares; 2024Q4: 31,420 shares; 2025Q1: 31,157 shares; 2025Q2: 30,480 shares; 2025Q3: 36,503 shares; 2025Q4: 40,533 shares; 2026Q1: 41,145 shares 41,145 $11.8M 1.01% +612 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: 12,517 shares; 2024Q4: 13,587 shares; 2025Q1: 14,233 shares; 2025Q2: 13,995 shares; 2025Q3: 15,339 shares; 2025Q4: 16,910 shares; 2026Q1: 17,878 shares 17,878 $11.7M 1% +968 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,319 shares; 2024Q4: 71,746 shares; 2025Q1: 79,239 shares; 2025Q2: 100,204 shares; 2025Q3: 118,105 shares; 2025Q4: 118,222 shares; 2026Q1: 117,048 shares 117,048 $11.2M 0.95% -1,174 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: 16,264 shares; 2024Q4: 19,435 shares; 2025Q1: 18,569 shares; 2025Q2: 18,508 shares; 2025Q3: 23,822 shares; 2025Q4: 28,112 shares; 2026Q1: 29,554 shares 29,554 $10.9M 0.93% +1,442 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 15,069 shares; 2026Q1: 14,538 shares 14,538 $10.7M 0.91% -531 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,249 shares; 2025Q4: 64,844 shares; 2026Q1: 67,243 shares 67,243 $9.84M 0.84% +2,399 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: 29,901 shares; 2024Q4: 29,087 shares; 2025Q1: 28,313 shares; 2025Q2: 27,462 shares; 2025Q3: 34,333 shares; 2025Q4: 41,262 shares; 2026Q1: 44,360 shares 44,360 $9.24M 0.79% +3,098 Timeline XLRE 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: 36,405 shares; 2024Q4: 36,933 shares; 2025Q1: 36,921 shares; 2025Q2: 294,092 shares; 2025Q3: 299,309 shares; 2025Q4: 243,349 shares; 2026Q1: 225,574 shares 225,574 $9.21M 0.78% -17,775 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,073 shares; 2024Q4: 178,934 shares; 2025Q1: 190,445 shares; 2025Q2: 191,672 shares; 2025Q3: 201,219 shares; 2025Q4: 186,935 shares; 2026Q1: 189,961 shares 189,961 $9.13M 0.78% +3,026 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,706 shares; 2025Q4: 24,462 shares; 2026Q1: 23,134 shares 23,134 $9.12M 0.78% -1,328 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 123,581 shares; 2026Q1: 129,959 shares 129,959 $8.98M 0.77% +6,378 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,699 shares; 2024Q4: 122,031 shares; 2025Q1: 122,652 shares; 2025Q2: 124,144 shares; 2025Q3: 118,616 shares; 2025Q4: 115,627 shares; 2026Q1: 104,301 shares 104,301 $7.98M 0.68% -11,326 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: 86,303 shares; 2024Q4: 86,818 shares; 2025Q1: 91,876 shares; 2025Q2: 91,994 shares; 2025Q3: 97,126 shares; 2025Q4: 86,163 shares; 2026Q1: 84,808 shares 84,808 $7.86M 0.67% -1,355 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: 12,371 shares; 2024Q4: 12,043 shares; 2025Q1: 11,693 shares; 2025Q2: 11,568 shares; 2025Q3: 13,522 shares; 2025Q4: 12,864 shares; 2026Q1: 13,422 shares 13,422 $7.68M 0.65% +558 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 1,316 shares; 2025Q2: 2,372 shares; 2025Q3: 8,822 shares; 2025Q4: 76,207 shares; 2026Q1: 70,862 shares 70,862 $7.67M 0.65% -5,345 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,999 shares; 2024Q4: 174,299 shares; 2025Q1: 186,842 shares; 2025Q2: 189,710 shares; 2025Q3: 190,534 shares; 2025Q4: 174,687 shares; 2026Q1: 162,315 shares 162,315 $7.59M 0.65% -12,372 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,022 shares; 2024Q4: 316,547 shares; 2025Q1: 335,471 shares; 2025Q2: 329,841 shares; 2025Q3: 332,489 shares; 2025Q4: 299,799 shares; 2026Q1: 280,432 shares 280,432 $7.46M 0.64% -19,367 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,130 shares; 2026Q1: 107,983 shares 107,983 $7.24M 0.62% +106,853 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,959 shares; 2025Q1: 60,528 shares; 2025Q2: 63,085 shares; 2025Q3: 63,520 shares; 2025Q4: 62,397 shares; 2026Q1: 58,349 shares 58,349 $7.16M 0.61% -4,048 Timeline SPTI 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: 178,033 shares; 2024Q4: 172,418 shares; 2025Q1: 127,308 shares; 2025Q2: 124,701 shares; 2025Q3: 123,480 shares; 2025Q4: 124,599 shares; 2026Q1: 247,921 shares 247,921 $7.11M 0.61% +123,322 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: 47,789 shares; 2024Q4: 46,567 shares; 2025Q1: 46,184 shares; 2025Q2: 44,264 shares; 2025Q3: 45,542 shares; 2025Q4: 44,610 shares; 2026Q1: 43,137 shares 43,137 $6.89M 0.59% -1,473 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: 9,544 shares; 2024Q4: 9,243 shares; 2025Q1: 9,205 shares; 2025Q2: 8,726 shares; 2025Q3: 17,354 shares; 2025Q4: 90,330 shares; 2026Q1: 86,432 shares 86,432 $6.88M 0.59% -3,898 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 28,767 shares; 2025Q1: 29,568 shares; 2025Q2: 31,117 shares; 2025Q3: 31,392 shares; 2025Q4: 29,109 shares; 2026Q1: 25,969 shares 25,969 $6.68M 0.57% -3,140 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,060 shares; 2024Q4: 7,846 shares; 2025Q1: 6,991 shares; 2025Q2: 5,916 shares; 2025Q3: 6,264 shares; 2025Q4: 6,324 shares; 2026Q1: 6,702 shares 6,702 $6.68M 0.57% +378 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,514 shares; 2026Q1: 32,956 shares 32,956 $6.64M 0.57% +1,442 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: 1,592 shares; 2024Q4: 1,465 shares; 2025Q1: 831 shares; 2025Q2: 786 shares; 2025Q3: 924 shares; 2025Q4: 932 shares; 2026Q1: 46,180 shares 46,180 $6.52M 0.56% +45,248 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 964 shares; 2025Q4: 1,837 shares; 2026Q1: 30,471 shares 30,471 $6.44M 0.55% +28,634 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: 20,503 shares; 2024Q4: 19,033 shares; 2025Q1: 18,244 shares; 2025Q2: 17,970 shares; 2025Q3: 18,114 shares; 2025Q4: 18,016 shares; 2026Q1: 16,801 shares 16,801 $6.01M 0.51% -1,215 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 12 shares; 2025Q4: 148,610 shares; 2026Q1: 155,553 shares 155,553 $6M 0.51% +6,943 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,771 shares; 2024Q4: 86,275 shares; 2025Q1: 92,004 shares; 2025Q2: 88,381 shares; 2025Q3: 89,512 shares; 2025Q4: 80,083 shares; 2026Q1: 74,879 shares 74,879 $5.94M 0.51% -5,204 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,710 shares; 2025Q4: 83,623 shares; 2026Q1: 78,294 shares 78,294 $5.79M 0.49% -5,329 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,132 shares; 2024Q4: 118,890 shares; 2025Q1: 117,351 shares; 2025Q2: 114,737 shares; 2025Q3: 113,681 shares; 2025Q4: 109,312 shares; 2026Q1: 141,694 shares 141,694 $5.63M 0.48% +32,382 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 234,167 shares 234,167 $5.6M 0.48% +234,157 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: 18,264 shares; 2024Q4: 17,785 shares; 2025Q1: 17,560 shares; 2025Q2: 16,842 shares; 2025Q3: 18,164 shares; 2025Q4: 18,539 shares; 2026Q1: 18,493 shares 18,493 $5.59M 0.48% -46 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 27,703 shares; 2026Q1: 29,001 shares 29,001 $5.47M 0.47% +1,298 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 835 shares; 2025Q4: 11,821 shares; 2026Q1: 11,093 shares 11,093 $5.33M 0.45% -728 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: 10,205 shares; 2024Q4: 9,940 shares; 2025Q1: 9,724 shares; 2025Q2: 9,334 shares; 2025Q3: 9,630 shares; 2025Q4: 9,638 shares; 2026Q1: 6,113 shares 6,113 $5.17M 0.44% -3,525 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,957 shares; 2025Q3: 20,127 shares; 2025Q4: 26,386 shares; 2026Q1: 25,594 shares 25,594 $5.06M 0.43% -792 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,253 shares; 2024Q4: 83,874 shares; 2025Q1: 89,589 shares; 2025Q2: 90,964 shares; 2025Q3: 91,470 shares; 2025Q4: 83,942 shares; 2026Q1: 76,323 shares 76,323 $5.05M 0.43% -7,619 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: not reported; 2024Q4: not reported; 2025Q1: 75,513 shares; 2025Q2: 71,799 shares; 2025Q3: 72,773 shares; 2025Q4: 70,677 shares; 2026Q1: 66,073 shares 66,073 $4.81M 0.41% -4,604 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: 11,562 shares; 2024Q4: 11,250 shares; 2025Q1: 10,932 shares; 2025Q2: 10,721 shares; 2025Q3: 10,849 shares; 2025Q4: 10,662 shares; 2026Q1: 10,098 shares 10,098 $4.66M 0.4% -564 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: 7,535 shares; 2024Q4: 7,333 shares; 2025Q1: 7,073 shares; 2025Q2: 52 shares; 2025Q3: 689 shares; 2025Q4: 1,288 shares; 2026Q1: 5,061 shares 5,061 $4.66M 0.4% +3,773 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: 7,731 shares; 2024Q4: 7,529 shares; 2025Q1: 7,043 shares; 2025Q2: 6,751 shares; 2025Q3: 6,804 shares; 2025Q4: 6,602 shares; 2026Q1: 5,127 shares 5,127 $4.59M 0.39% -1,475 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: 20,802 shares; 2024Q4: 20,265 shares; 2025Q1: 19,770 shares; 2025Q2: 19,169 shares; 2025Q3: 18,867 shares; 2025Q4: 18,137 shares; 2026Q1: 17,075 shares 17,075 $4.54M 0.39% -1,062 Timeline FALN 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: 187,751 shares; 2025Q3: 188,984 shares; 2025Q4: 172,025 shares; 2026Q1: 160,740 shares 160,740 $4.29M 0.37% -11,285 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 3,493 shares; 2025Q1: 3,473 shares; 2025Q2: 49,913 shares; 2025Q3: 49,751 shares; 2025Q4: 48,123 shares; 2026Q1: 46,261 shares 46,261 $4.27M 0.36% -1,862 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: 27,459 shares; 2024Q4: 14,209 shares; 2025Q1: 20,256 shares; 2025Q2: 20,115 shares; 2025Q3: 20,845 shares; 2025Q4: 25,916 shares; 2026Q1: 29,046 shares 29,046 $4.26M 0.36% +3,130 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: 6,715 shares; 2024Q4: 6,538 shares; 2025Q1: 6,402 shares; 2025Q2: 6,323 shares; 2025Q3: 6,264 shares; 2025Q4: 8,879 shares; 2026Q1: 8,560 shares 8,560 $4.21M 0.36% -319 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,224 shares; 2024Q4: 142,773 shares; 2025Q1: 109,868 shares; 2025Q2: 101,411 shares; 2025Q3: 100,786 shares; 2025Q4: 96,809 shares; 2026Q1: 92,729 shares 92,729 $4.19M 0.36% -4,080 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 63 shares; 2026Q1: 13,756 shares 13,756 $4.18M 0.36% +13,693 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: not reported; 2025Q3: 22,189 shares; 2025Q4: 21,435 shares; 2026Q1: 20,226 shares 20,226 $4.08M 0.35% -1,209 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 242 shares; 2026Q1: 3,071 shares 3,071 $4.06M 0.35% +2,829 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: 38,703 shares; 2024Q4: 39,529 shares; 2025Q1: 40,414 shares; 2025Q2: 40,330 shares; 2025Q3: 41,822 shares; 2025Q4: 41,313 shares; 2026Q1: 36,565 shares 36,565 $4.05M 0.35% -4,748 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 14,438 shares; 2026Q1: 13,563 shares 13,563 $4.05M 0.34% -875 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 13,048 shares; 2025Q1: 13,407 shares; 2025Q2: 15,085 shares; 2025Q3: 15,218 shares; 2025Q4: 14,111 shares; 2026Q1: 12,529 shares 12,529 $3.79M 0.32% -1,582 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,452 shares; 2024Q4: 63,953 shares; 2025Q1: 67,999 shares; 2025Q2: 66,817 shares; 2025Q3: 67,437 shares; 2025Q4: 61,186 shares; 2026Q1: 57,351 shares 57,351 $3.77M 0.32% -3,835 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: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 34,537 shares; 2025Q3: 33,208 shares; 2025Q4: 32,290 shares; 2026Q1: 31,386 shares 31,386 $3.72M 0.32% -904 Timeline LQD 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: 31,333 shares; 2024Q4: 28,687 shares; 2025Q1: 26,980 shares; 2025Q2: 27,409 shares; 2025Q3: 30,279 shares; 2025Q4: 31,484 shares; 2026Q1: 34,027 shares 34,027 $3.71M 0.32% +2,543 Timeline EFAV 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: 29,643 shares; 2024Q4: 34,628 shares; 2025Q1: 34,722 shares; 2025Q2: 33,475 shares; 2025Q3: 34,179 shares; 2025Q4: 33,313 shares; 2026Q1: 40,258 shares 40,258 $3.68M 0.31% +6,945 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: 112,509 shares; 2024Q4: 114,512 shares; 2025Q1: 114,100 shares; 2025Q2: 113,302 shares; 2025Q3: 123,430 shares; 2025Q4: 125,682 shares; 2026Q1: 74,354 shares 74,354 $3.67M 0.31% -51,328 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: 7,570 shares; 2024Q4: 7,370 shares; 2025Q1: 7,189 shares; 2025Q2: 6,924 shares; 2025Q3: 6,815 shares; 2025Q4: 6,550 shares; 2026Q1: 6,210 shares 6,210 $3.66M 0.31% -340 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,921 shares; 2024Q4: 50,024 shares; 2025Q1: 50,365 shares; 2025Q2: 50,311 shares; 2025Q3: 51,062 shares; 2025Q4: 50,653 shares; 2026Q1: 45,163 shares 45,163 $3.64M 0.31% -5,490 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: 53,737 shares; 2025Q2: 51,587 shares; 2025Q3: 53,069 shares; 2025Q4: 53,516 shares; 2026Q1: 50,246 shares 50,246 $3.61M 0.31% -3,270 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: 65,308 shares; 2024Q4: 53,102 shares; 2025Q1: 53,393 shares; 2025Q2: 47,436 shares; 2025Q3: 45,634 shares; 2025Q4: 44,731 shares; 2026Q1: 40,447 shares 40,447 $3.5M 0.3% -4,284 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,078 shares; 2025Q4: 58,052 shares; 2026Q1: 129,012 shares 129,012 $3.5M 0.3% +70,960 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: 15,095 shares; 2024Q4: 16,913 shares; 2025Q1: 17,716 shares; 2025Q2: 17,428 shares; 2025Q3: 17,496 shares; 2025Q4: 17,128 shares; 2026Q1: 16,269 shares 16,269 $3.5M 0.3% -859 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: 23,714 shares; 2024Q4: 24,031 shares; 2025Q1: 24,716 shares; 2025Q2: 28,169 shares; 2025Q3: 30,188 shares; 2025Q4: 60,441 shares; 2026Q1: 57,098 shares 57,098 $3.5M 0.3% -3,343 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 36,015 shares; 2025Q1: 33,947 shares; 2025Q2: 34,492 shares; 2025Q3: 33,288 shares; 2025Q4: 32,327 shares; 2026Q1: 31,547 shares 31,547 $3.48M 0.3% -780 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: 4,175 shares; 2024Q4: 4,300 shares; 2025Q1: 4,960 shares; 2025Q2: 7,154 shares; 2025Q3: 7,825 shares; 2025Q4: 7,825 shares; 2026Q1: 8,147 shares 8,147 $3.47M 0.3% +322 Timeline CWB 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: 45,420 shares; 2024Q4: 52,314 shares; 2025Q1: 415 shares; 2025Q2: 400 shares; 2025Q3: 32,275 shares; 2025Q4: 31,232 shares; 2026Q1: 37,797 shares 37,797 $3.46M 0.29% +6,565 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,481 shares; 2024Q4: 930 shares; 2025Q1: 42,690 shares; 2025Q2: 682 shares; 2025Q3: 42,570 shares; 2025Q4: 41,419 shares; 2026Q1: 39,431 shares 39,431 $3.42M 0.29% -1,988 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,192 shares; 2024Q4: 8,952 shares; 2025Q1: 8,760 shares; 2025Q2: 8,435 shares; 2025Q3: 8,356 shares; 2025Q4: 8,048 shares; 2026Q1: 7,634 shares 7,634 $3.33M 0.28% -414 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: 61,546 shares; 2024Q4: 59,883 shares; 2025Q1: 58,767 shares; 2025Q2: 57,048 shares; 2025Q3: 56,766 shares; 2025Q4: 54,951 shares; 2026Q1: 52,849 shares 52,849 $3.32M 0.28% -2,102 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: 6,787 shares; 2024Q4: 6,604 shares; 2025Q1: 6,539 shares; 2025Q2: 6,419 shares; 2025Q3: 6,444 shares; 2025Q4: 31,098 shares; 2026Q1: 30,029 shares 30,029 $3.14M 0.27% -1,069 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,848 shares; 2024Q4: 41,176 shares; 2025Q1: 52,026 shares; 2025Q2: 60,818 shares; 2025Q3: 60,738 shares; 2025Q4: 61,605 shares; 2026Q1: 60,051 shares 60,051 $3.1M 0.26% -1,554 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 8,606 shares; 2026Q1: 9,303 shares 9,303 $3.08M 0.26% +697 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,890 shares; 2025Q3: 90,692 shares; 2025Q4: 87,616 shares; 2026Q1: 82,791 shares 82,791 $3.06M 0.26% -4,825 Timeline SGOV 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: 22,870 shares; 2024Q4: 22,670 shares; 2025Q1: 25,448 shares; 2025Q2: 27,121 shares; 2025Q3: 27,753 shares; 2025Q4: 25,881 shares; 2026Q1: 28,214 shares 28,214 $2.84M 0.24% +2,333 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,584 shares; 2024Q4: 49,487 shares; 2025Q1: 51,937 shares; 2025Q2: 51,207 shares; 2025Q3: 51,574 shares; 2025Q4: 50,290 shares; 2026Q1: 48,187 shares 48,187 $2.82M 0.24% -2,103 Timeline SHY 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: 377 shares; 2024Q4: 47,006 shares; 2025Q1: 34,990 shares; 2025Q2: 149,044 shares; 2025Q3: 3,865 shares; 2025Q4: 3,307 shares; 2026Q1: 33,589 shares 33,589 $2.77M 0.24% +30,282 Timeline FLOT 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: 45,379 shares; 2024Q4: 45,006 shares; 2025Q1: 50,605 shares; 2025Q2: 53,539 shares; 2025Q3: 59,767 shares; 2025Q4: 56,603 shares; 2026Q1: 53,399 shares 53,399 $2.72M 0.23% -3,204 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,454 shares; 2025Q4: 47,867 shares; 2026Q1: 106,701 shares 106,701 $2.7M 0.23% +58,834 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: 3,309 shares; 2026Q1: 6,158 shares 6,158 $2.69M 0.23% +2,849 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,101 shares; 2026Q1: 4,776 shares 4,776 $2.68M 0.23% -325 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,903 shares; 2024Q4: 46,309 shares; 2025Q1: 52,067 shares; 2025Q2: 55,224 shares; 2025Q3: 56,182 shares; 2025Q4: 52,746 shares; 2026Q1: 53,051 shares 53,051 $2.63M 0.22% +305 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,058,693 shares; 2024Q4: 4,964,662 shares; 2025Q1: 4,860,603 shares; 2025Q2: 4,774,805 shares; 2025Q3: 4,280,438 shares; 2025Q4: 57,176 shares; 2026Q1: 70,303 shares 70,303 $2.61M 0.22% +13,127 Timeline KBWB 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: 44,610 shares; 2024Q4: 45,732 shares; 2025Q1: 46,862 shares; 2025Q2: 36,323 shares; 2025Q3: 37,091 shares; 2025Q4: 37,427 shares; 2026Q1: 32,923 shares 32,923 $2.6M 0.22% -4,504 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,599 shares; 2024Q4: 45,144 shares; 2025Q1: 50,685 shares; 2025Q2: 53,998 shares; 2025Q3: 54,921 shares; 2025Q4: 51,475 shares; 2026Q1: 51,641 shares 51,641 $2.6M 0.22% +166 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,283 shares; 2024Q4: 55,688 shares; 2025Q1: 60,366 shares; 2025Q2: 66,540 shares; 2025Q3: 67,565 shares; 2025Q4: 62,628 shares; 2026Q1: 58,376 shares 58,376 $2.59M 0.22% -4,252 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,445 shares; 2024Q4: 40,752 shares; 2025Q1: 38,429 shares; 2025Q2: 461 shares; 2025Q3: 34,231 shares; 2025Q4: 33,150 shares; 2026Q1: 32,363 shares 32,363 $2.57M 0.22% -787 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 816 shares; 2026Q1: 9,880 shares 9,880 $2.42M 0.21% +9,064 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: 47,952 shares; 2024Q4: 14,310 shares; 2025Q1: 15,075 shares; 2025Q2: 14,495 shares; 2025Q3: 14,305 shares; 2025Q4: 14,248 shares; 2026Q1: 14,086 shares 14,086 $2.39M 0.2% -162 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,988 shares; 2024Q4: 55,882 shares; 2025Q1: 53,598 shares; 2025Q2: 50,915 shares; 2025Q3: 48,467 shares; 2025Q4: 46,719 shares; 2026Q1: 32,533 shares 32,533 $2.38M 0.2% -14,186 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 15,715 shares; 2025Q1: 15,144 shares; 2025Q2: 15,081 shares; 2025Q3: 15,914 shares; 2025Q4: 24,592 shares; 2026Q1: 23,864 shares 23,864 $2.37M 0.2% -728 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,702 shares; 2024Q4: 52,689 shares; 2025Q1: 50,361 shares; 2025Q2: 49,066 shares; 2025Q3: 48,532 shares; 2025Q4: 48,809 shares; 2026Q1: 46,404 shares 46,404 $2.37M 0.2% -2,405 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 52,372 shares; 2025Q4: 78,229 shares; 2026Q1: 96,304 shares 96,304 $2.34M 0.2% +18,075 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 20,846 shares; 2025Q3: 21,174 shares; 2025Q4: 42,440 shares; 2026Q1: 50,726 shares 50,726 $2.33M 0.2% +8,286 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,352 shares; 2025Q4: 40,276 shares; 2026Q1: 87,331 shares 87,331 $2.3M 0.2% +47,055 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: 8,337 shares; 2024Q4: 7,524 shares; 2025Q1: 7,578 shares; 2025Q2: 6,658 shares; 2025Q3: 7,170 shares; 2025Q4: 6,827 shares; 2026Q1: 7,777 shares 7,777 $2.29M 0.19% +950 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,042 shares; 2025Q4: 5,950 shares; 2026Q1: 11,624 shares 11,624 $2.28M 0.19% +5,674 Timeline SPTL 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: 144,961 shares; 2024Q4: 140,330 shares; 2025Q1: 133,858 shares; 2025Q2: 130,659 shares; 2025Q3: 131,246 shares; 2025Q4: 88,230 shares; 2026Q1: 84,683 shares 84,683 $2.23M 0.19% -3,547 Timeline EWJ 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: 26,228 shares; 2024Q4: 26,781 shares; 2025Q1: 26,833 shares; 2025Q2: 25,808 shares; 2025Q3: 26,140 shares; 2025Q4: 27,382 shares; 2026Q1: 25,700 shares 25,700 $2.17M 0.18% -1,682 Timeline IVE 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: 4,018 shares; 2025Q4: 10,166 shares; 2026Q1: 10,051 shares 10,051 $2.12M 0.18% -115 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,516 shares; 2024Q4: 20,103 shares; 2025Q1: 23,139 shares; 2025Q2: 27,052 shares; 2025Q3: 29,584 shares; 2025Q4: 29,215 shares; 2026Q1: 29,396 shares 29,396 $2.11M 0.18% +181 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 9,796 shares; 2025Q1: 11,286 shares; 2025Q2: 17,409 shares; 2025Q3: 19,039 shares; 2025Q4: 18,802 shares; 2026Q1: 18,925 shares 18,925 $2.09M 0.18% +123 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: 4,517 shares; 2024Q4: 10,848 shares; 2025Q1: 11,009 shares; 2025Q2: 9,660 shares; 2025Q3: 10,604 shares; 2025Q4: 9,287 shares; 2026Q1: 9,974 shares 9,974 $2.06M 0.18% +687 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,571 shares; 2024Q4: 80,779 shares; 2025Q1: 77,487 shares; 2025Q2: 75,516 shares; 2025Q3: 74,895 shares; 2025Q4: 106,580 shares; 2026Q1: 99,057 shares 99,057 $2.06M 0.18% -7,523 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: 100 shares; 2024Q4: 1,656 shares; 2025Q1: 1,632 shares; 2025Q2: 3,278 shares; 2025Q3: 14,107 shares; 2025Q4: 14,569 shares; 2026Q1: 16,866 shares 16,866 $2.03M 0.17% +2,297 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: 10,458 shares; 2024Q4: 11,204 shares; 2025Q1: 10,569 shares; 2025Q2: 10,202 shares; 2025Q3: 10,237 shares; 2025Q4: 9,161 shares; 2026Q1: 8,194 shares 8,194 $2M 0.17% -967 Timeline IUSB 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: 18,440 shares; 2025Q4: 32,717 shares; 2026Q1: 42,897 shares 42,897 $1.98M 0.17% +10,180 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: 12,362 shares; 2024Q4: 13,168 shares; 2025Q1: 15,041 shares; 2025Q2: 14,452 shares; 2025Q3: 13,922 shares; 2025Q4: 14,471 shares; 2026Q1: 14,898 shares 14,898 $1.97M 0.17% +427 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,299 shares; 2024Q4: 34,010 shares; 2025Q1: 29,299 shares; 2025Q2: 29,438 shares; 2025Q3: 30,039 shares; 2025Q4: 30,183 shares; 2026Q1: 26,820 shares 26,820 $1.95M 0.17% -3,363 Timeline IVW 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: 8,467 shares; 2025Q4: 14,922 shares; 2026Q1: 17,083 shares 17,083 $1.93M 0.16% +2,161 Timeline PAVE 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: 64,965 shares; 2024Q4: 66,113 shares; 2025Q1: 40,886 shares; 2025Q2: 40,971 shares; 2025Q3: 41,689 shares; 2025Q4: 41,390 shares; 2026Q1: 37,567 shares 37,567 $1.91M 0.16% -3,823 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: 9,165 shares; 2024Q4: 9,460 shares; 2025Q1: 9,611 shares; 2025Q2: 9,061 shares; 2025Q3: 10,942 shares; 2025Q4: 12,460 shares; 2026Q1: 11,415 shares 11,415 $1.85M 0.16% -1,045 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: 16,845 shares; 2024Q4: 15,160 shares; 2025Q1: 13,059 shares; 2025Q2: 12,660 shares; 2025Q3: 12,996 shares; 2025Q4: 12,828 shares; 2026Q1: 12,876 shares 12,876 $1.79M 0.15% +48 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,163 shares; 2025Q1: 6,081 shares; 2025Q2: 5,821 shares; 2025Q3: 10,016 shares; 2025Q4: 11,065 shares; 2026Q1: 34,106 shares 34,106 $1.78M 0.15% +23,041 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,153 shares; 2025Q4: 24,656 shares; 2026Q1: 25,429 shares 25,429 $1.77M 0.15% +773 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,669 shares; 2025Q4: 20,110 shares; 2026Q1: 41,004 shares 41,004 $1.75M 0.15% +20,894 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: 4,408 shares; 2024Q4: 4,164 shares; 2025Q1: 4,299 shares; 2025Q2: 4,110 shares; 2025Q3: 3,751 shares; 2025Q4: 3,345 shares; 2026Q1: 2,462 shares 2,462 $1.74M 0.15% -883 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,467 shares; 2025Q4: 58,555 shares; 2026Q1: 59,202 shares 59,202 $1.72M 0.15% +647 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: 3,020 shares; 2024Q4: 2,805 shares; 2025Q1: 2,740 shares; 2025Q2: 3,539 shares; 2025Q3: 3,436 shares; 2025Q4: 4,171 shares; 2026Q1: 6,364 shares 6,364 $1.72M 0.15% +2,193 Timeline EZU 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: 36,781 shares; 2024Q4: 24,090 shares; 2025Q1: 31,150 shares; 2025Q2: 30,017 shares; 2025Q3: 30,425 shares; 2025Q4: 29,953 shares; 2026Q1: 27,434 shares 27,434 $1.72M 0.15% -2,519 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,908 shares; 2024Q4: 5,810 shares; 2025Q1: 6,357 shares; 2025Q2: 6,125 shares; 2025Q3: 5,889 shares; 2025Q4: 6,602 shares; 2026Q1: 8,240 shares 8,240 $1.71M 0.15% +1,638 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,414 shares; 2024Q4: 102,599 shares; 2025Q1: 117,861 shares; 2025Q2: 114,901 shares; 2025Q3: 104,524 shares; 2025Q4: 101,327 shares; 2026Q1: 98,570 shares 98,570 $1.71M 0.15% -2,757 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 15,291 shares; 2025Q1: 15,360 shares; 2025Q2: 14,743 shares; 2025Q3: 14,778 shares; 2025Q4: 3,846 shares; 2026Q1: 5,102 shares 5,102 $1.68M 0.14% +1,256 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 15,569 shares; 2025Q4: 29,527 shares; 2026Q1: 28,460 shares 28,460 $1.66M 0.14% -1,067 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: 5,941 shares; 2024Q4: 5,931 shares; 2025Q1: 6,197 shares; 2025Q2: 6,800 shares; 2025Q3: 7,401 shares; 2025Q4: 7,936 shares; 2026Q1: 12,781 shares 12,781 $1.65M 0.14% +4,845 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 16,445 shares; 2025Q4: 22,949 shares; 2026Q1: 30,812 shares 30,812 $1.6M 0.14% +7,863 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,583 shares; 2025Q4: 20,280 shares; 2026Q1: 40,657 shares 40,657 $1.57M 0.13% +20,377 Timeline MLPX 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: 33,054 shares; 2024Q4: 27,960 shares; 2025Q1: 28,451 shares; 2025Q2: 21,752 shares; 2025Q3: 22,318 shares; 2025Q4: 21,712 shares; 2026Q1: 21,120 shares 21,120 $1.56M 0.13% -592 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: 26,388 shares; 2024Q4: 23,824 shares; 2025Q1: 24,065 shares; 2025Q2: 25,810 shares; 2025Q3: 27,583 shares; 2025Q4: 26,218 shares; 2026Q1: 25,659 shares 25,659 $1.56M 0.13% -559 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: 4,997 shares; 2024Q4: 5,607 shares; 2025Q1: 4,722 shares; 2025Q2: 4,734 shares; 2025Q3: 6,789 shares; 2025Q4: 7,571 shares; 2026Q1: 7,013 shares 7,013 $1.53M 0.13% -558 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: 5,205 shares; 2024Q4: 4,801 shares; 2025Q1: 4,942 shares; 2025Q2: 4,621 shares; 2025Q3: 4,585 shares; 2025Q4: 4,627 shares; 2026Q1: 5,155 shares 5,155 $1.5M 0.13% +528 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 31,518 shares; 2025Q4: 52,865 shares; 2026Q1: 60,647 shares 60,647 $1.49M 0.13% +7,782 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: 12,343 shares; 2024Q4: 12,291 shares; 2025Q1: 11,910 shares; 2025Q2: 9,948 shares; 2025Q3: 8,038 shares; 2025Q4: 7,734 shares; 2026Q1: 7,621 shares 7,621 $1.47M 0.13% -113 Timeline FBT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,279 shares 7,279 $1.46M 0.12% new 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: 27,317 shares; 2024Q4: 22,428 shares; 2025Q1: 18,826 shares; 2025Q2: 14,808 shares; 2025Q3: 16,393 shares; 2025Q4: 16,421 shares; 2026Q1: 18,798 shares 18,798 $1.46M 0.12% +2,377 Timeline SPBO 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: 60,794 shares; 2024Q4: 59,015 shares; 2025Q1: 56,472 shares; 2025Q2: 55,478 shares; 2025Q3: 55,009 shares; 2025Q4: 52,975 shares; 2026Q1: 50,127 shares 50,127 $1.46M 0.12% -2,848 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 3,366 shares; 2026Q1: 3,912 shares 3,912 $1.45M 0.12% +546 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: 35 shares; 2024Q4: 28 shares; 2025Q1: 14,818 shares; 2025Q2: 14,700 shares; 2025Q3: 21,054 shares; 2025Q4: 23,065 shares; 2026Q1: 28,779 shares 28,779 $1.44M 0.12% +5,714 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 6,103 shares; 2025Q1: 5,709 shares; 2025Q2: 5,693 shares; 2025Q3: 6,984 shares; 2025Q4: 8,203 shares; 2026Q1: 9,974 shares 9,974 $1.44M 0.12% +1,771 Timeline FTXL 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: 27,939 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 16,370 shares; 2026Q1: 9,698 shares 9,698 $1.43M 0.12% -6,672 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: 5,464 shares; 2024Q4: 5,313 shares; 2025Q1: 4,684 shares; 2025Q2: 5,000 shares; 2025Q3: 6,153 shares; 2025Q4: 62,729 shares; 2026Q1: 14,529 shares 14,529 $1.4M 0.12% -48,200 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,869 shares; 2025Q4: 16,549 shares; 2026Q1: 18,658 shares 18,658 $1.39M 0.12% +2,109 Timeline FTXR 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: 129 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 117 shares; 2026Q1: 36,184 shares 36,184 $1.38M 0.12% +36,067 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,634 shares; 2026Q1: 17,030 shares 17,030 $1.36M 0.12% -1,604 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,604 shares; 2025Q4: 20,355 shares; 2026Q1: 44,506 shares 44,506 $1.36M 0.12% +24,151 Timeline MISL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,810 shares; 2026Q1: 29,850 shares 29,850 $1.33M 0.11% -22,960 Timeline FXN 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 59,354 shares 59,354 $1.33M 0.11% +59,328 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: 23,447 shares; 2024Q4: 23,949 shares; 2025Q1: 26,553 shares; 2025Q2: 26,608 shares; 2025Q3: 27,123 shares; 2025Q4: 25,159 shares; 2026Q1: 14,463 shares 14,463 $1.33M 0.11% -10,696 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: 16,533 shares; 2024Q4: 19,694 shares; 2025Q1: 20,999 shares; 2025Q2: 19,157 shares; 2025Q3: 12,199 shares; 2025Q4: 11,989 shares; 2026Q1: 9,752 shares 9,752 $1.33M 0.11% -2,237 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: 5,468 shares; 2024Q4: 5,405 shares; 2025Q1: 4,670 shares; 2025Q2: 3,698 shares; 2025Q3: 6,524 shares; 2025Q4: 7,110 shares; 2026Q1: 7,791 shares 7,791 $1.29M 0.11% +681 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: 13,520 shares; 2024Q4: 15,703 shares; 2025Q1: 14,083 shares; 2025Q2: 13,535 shares; 2025Q3: 15,327 shares; 2025Q4: 16,468 shares; 2026Q1: 16,813 shares 16,813 $1.28M 0.11% +345 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: 1,541 shares; 2024Q4: 1,427 shares; 2025Q1: 1,356 shares; 2025Q2: 1,227 shares; 2025Q3: 1,636 shares; 2025Q4: 2,484 shares; 2026Q1: 3,776 shares 3,776 $1.28M 0.11% +1,292 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,257 shares; 2025Q4: 7,851 shares; 2026Q1: 14,121 shares 14,121 $1.27M 0.11% +6,270 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,865 shares; 2025Q4: 7,314 shares; 2026Q1: 16,033 shares 16,033 $1.26M 0.11% +8,719 Timeline MBB 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: 7,799 shares; 2025Q4: 10,261 shares; 2026Q1: 13,067 shares 13,067 $1.24M 0.11% +2,806 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 1,021 shares; 2025Q2: 965 shares; 2025Q3: 1,071 shares; 2025Q4: 1,076 shares; 2026Q1: 1,282 shares 1,282 $1.23M 0.11% +206 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1,810 shares; 2025Q4: 2,398 shares; 2026Q1: 4,275 shares 4,275 $1.23M 0.1% +1,877 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: 5,410 shares; 2024Q4: 12,403 shares; 2025Q1: 8,734 shares; 2025Q2: 4,295 shares; 2025Q3: 4,985 shares; 2025Q4: 9,951 shares; 2026Q1: 11,111 shares 11,111 $1.21M 0.1% +1,160 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,284 shares; 2025Q1: 3,469 shares; 2025Q2: 3,398 shares; 2025Q3: 2,863 shares; 2025Q4: 2,760 shares; 2026Q1: 2,230 shares 2,230 $1.2M 0.1% -530 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,149 shares; 2025Q1: 4,074 shares; 2025Q2: 3,577 shares; 2025Q3: 3,850 shares; 2025Q4: 3,908 shares; 2026Q1: 4,051 shares 4,051 $1.2M 0.1% +143 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 4,051 shares; 2025Q1: 4,109 shares; 2025Q2: 4,071 shares; 2025Q3: 4,740 shares; 2025Q4: 4,744 shares; 2026Q1: 4,909 shares 4,909 $1.19M 0.1% +165 Timeline JEMB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,636 shares 22,636 $1.19M 0.1% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4,824 shares; 2025Q4: 7,977 shares; 2026Q1: 13,088 shares 13,088 $1.18M 0.1% +5,111 Timeline EEMV 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: 8,234 shares; 2024Q4: 8,277 shares; 2025Q1: 6,722 shares; 2025Q2: 6,292 shares; 2025Q3: 6,928 shares; 2025Q4: 6,542 shares; 2026Q1: 18,278 shares 18,278 $1.18M 0.1% +11,736 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,518 shares; 2024Q4: 101,478 shares; 2025Q1: 96,867 shares; 2025Q2: 1,234 shares; 2025Q3: 17,252 shares; 2025Q4: 53,719 shares; 2026Q1: 47,634 shares 47,634 $1.18M 0.1% -6,085 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: 5,438 shares; 2024Q4: 6,141 shares; 2025Q1: 6,458 shares; 2025Q2: 7,237 shares; 2025Q3: 6,896 shares; 2025Q4: 7,157 shares; 2026Q1: 7,561 shares 7,561 $1.17M 0.1% +404 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: 9 shares; 2024Q4: 13,732 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 34 shares; 2026Q1: 23,483 shares 23,483 $1.17M 0.1% +23,449 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: 14,049 shares; 2024Q4: 18,092 shares; 2025Q1: 18,622 shares; 2025Q2: 18,996 shares; 2025Q3: 18,633 shares; 2025Q4: 18,601 shares; 2026Q1: 20,322 shares 20,322 $1.17M 0.1% +1,721 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,227 shares; 2024Q4: 63,261 shares; 2025Q1: 50,486 shares; 2025Q2: 26,627 shares; 2025Q3: 27,096 shares; 2025Q4: 27,226 shares; 2026Q1: 24,186 shares 24,186 $1.17M 0.1% -3,040 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: 6,997 shares; 2024Q4: 5,465 shares; 2025Q1: 5,732 shares; 2025Q2: 5,646 shares; 2025Q3: 5,799 shares; 2025Q4: 10,854 shares; 2026Q1: 9,000 shares 9,000 $1.15M 0.1% -1,854 Timeline EUFN 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: 56,523 shares; 2024Q4: 58,383 shares; 2025Q1: 34,949 shares; 2025Q2: 35,325 shares; 2025Q3: 36,422 shares; 2025Q4: 37,332 shares; 2026Q1: 32,909 shares 32,909 $1.15M 0.1% -4,423 Timeline IGEB 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: 32,579 shares; 2025Q4: 39,340 shares; 2026Q1: 25,068 shares 25,068 $1.13M 0.1% -14,272 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,717 shares; 2025Q1: 12,832 shares; 2025Q2: 14,262 shares; 2025Q3: 13,156 shares; 2025Q4: 13,441 shares; 2026Q1: 14,958 shares 14,958 $1.13M 0.1% +1,517 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,604 shares; 2025Q1: 7,219 shares; 2025Q2: 7,555 shares; 2025Q3: 8,338 shares; 2025Q4: 8,078 shares; 2026Q1: 7,780 shares 7,780 $1.12M 0.1% -298 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: 14,048 shares; 2024Q4: 11,992 shares; 2025Q1: 12,168 shares; 2025Q2: 10,457 shares; 2025Q3: 8,836 shares; 2025Q4: 8,705 shares; 2026Q1: 9,418 shares 9,418 $1.12M 0.1% +713 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,377 shares; 2025Q1: 4,982 shares; 2025Q2: 4,263 shares; 2025Q3: 3,807 shares; 2025Q4: 3,752 shares; 2026Q1: 3,492 shares 3,492 $1.11M 0.09% -260 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: 7,066 shares; 2024Q4: 6,937 shares; 2025Q1: 6,066 shares; 2025Q2: 5,773 shares; 2025Q3: 6,384 shares; 2025Q4: 6,917 shares; 2026Q1: 9,521 shares 9,521 $1.08M 0.09% +2,604 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: 2,047 shares; 2024Q4: 2,202 shares; 2025Q1: 2,224 shares; 2025Q2: 2,174 shares; 2025Q3: 2,630 shares; 2025Q4: 2,397 shares; 2026Q1: 1,754 shares 1,754 $1.06M 0.09% -643 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,564 shares; 2025Q4: 14,034 shares; 2026Q1: 29,045 shares 29,045 $1.05M 0.09% +15,011 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: 3,593 shares; 2024Q4: 3,336 shares; 2025Q1: 3,371 shares; 2025Q2: 3,019 shares; 2025Q3: 3,382 shares; 2025Q4: 3,372 shares; 2026Q1: 5,059 shares 5,059 $1.03M 0.09% +1,687 Timeline TLH 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 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 4,572 shares; 2025Q4: 9,539 shares; 2026Q1: 10,186 shares 10,186 $1.03M 0.09% +647 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 3,697 shares; 2025Q1: 3,755 shares; 2025Q2: 3,719 shares; 2025Q3: 4,070 shares; 2025Q4: 3,828 shares; 2026Q1: 3,933 shares 3,933 $1.02M 0.09% +105 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: 1,383 shares; 2024Q4: 1,388 shares; 2025Q1: 6,710 shares; 2025Q2: 6,597 shares; 2025Q3: 5,224 shares; 2025Q4: 4,557 shares; 2026Q1: 4,085 shares 4,085 $1.01M 0.09% -472 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,330 shares; 2025Q1: 11,695 shares; 2025Q2: 11,694 shares; 2025Q3: 11,455 shares; 2025Q4: 11,035 shares; 2026Q1: 11,109 shares 11,109 $1M 0.09% +74 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,362 shares; 2024Q4: 32,223 shares; 2025Q1: 49,268 shares; 2025Q2: 49,052 shares; 2025Q3: 50,378 shares; 2025Q4: 51,082 shares; 2026Q1: 43,779 shares 43,779 $980K 0.08% -7,303 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 904 shares; 2025Q2: 1,466 shares; 2025Q3: 3,222 shares; 2025Q4: 3,707 shares; 2026Q1: 13,489 shares 13,489 $976K 0.08% +9,782 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: 8,752 shares; 2024Q4: 8,766 shares; 2025Q1: 9,137 shares; 2025Q2: 8,971 shares; 2025Q3: 8,802 shares; 2025Q4: 8,490 shares; 2026Q1: 8,875 shares 8,875 $974K 0.08% +385 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: 6,724 shares; 2024Q4: 5,385 shares; 2025Q1: 5,531 shares; 2025Q2: 5,293 shares; 2025Q3: 5,265 shares; 2025Q4: 6,058 shares; 2026Q1: 5,857 shares 5,857 $964K 0.08% -201 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: 3,895 shares; 2025Q4: 3,912 shares; 2026Q1: 4,987 shares 4,987 $957K 0.08% +1,075 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 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 12 shares; 2025Q3: 597 shares; 2025Q4: 673 shares; 2026Q1: 2,716 shares 2,716 $956K 0.08% +2,043 Timeline XLP 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: 16,015 shares; 2024Q4: 16,321 shares; 2025Q1: 27,188 shares; 2025Q2: 27,060 shares; 2025Q3: 27,420 shares; 2025Q4: 27,150 shares; 2026Q1: 11,510 shares 11,510 $944K 0.08% -15,640 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,653 shares; 2025Q4: 11,444 shares; 2026Q1: 1,879 shares 1,879 $939K 0.08% -9,565 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: 7,667 shares; 2024Q4: 7,495 shares; 2025Q1: 6,561 shares; 2025Q2: 7,293 shares; 2025Q3: 9,170 shares; 2025Q4: 9,509 shares; 2026Q1: 10,443 shares 10,443 $936K 0.08% +934 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,039 shares; 2025Q1: 12,540 shares; 2025Q2: 12,018 shares; 2025Q3: 12,506 shares; 2025Q4: 11,616 shares; 2026Q1: 11,242 shares 11,242 $930K 0.08% -374 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: 15 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 2,311 shares; 2025Q4: 2,459 shares; 2026Q1: 3,485 shares 3,485 $930K 0.08% +1,026 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: 1,711 shares; 2024Q4: 1,666 shares; 2025Q1: 1,087 shares; 2025Q2: 518 shares; 2025Q3: 3,699 shares; 2025Q4: 3,234 shares; 2026Q1: 4,065 shares 4,065 $919K 0.08% +831 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: 6,335 shares; 2024Q4: 8,240 shares; 2025Q1: 9,179 shares; 2025Q2: 8,911 shares; 2025Q3: 9,454 shares; 2025Q4: 9,341 shares; 2026Q1: 10,776 shares 10,776 $918K 0.08% +1,435 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: 6,302 shares; 2024Q4: 6,176 shares; 2025Q1: 5,165 shares; 2025Q2: 5,057 shares; 2025Q3: 6,402 shares; 2025Q4: 6,920 shares; 2026Q1: 8,929 shares 8,929 $917K 0.08% +2,009 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 6,947 shares; 2025Q4: 10,601 shares; 2026Q1: 16,597 shares 16,597 $897K 0.08% +5,996 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: 2,525 shares; 2024Q4: 2,483 shares; 2025Q1: 2,254 shares; 2025Q2: 2,213 shares; 2025Q3: 2,537 shares; 2025Q4: 2,602 shares; 2026Q1: 2,813 shares 2,813 $874K 0.07% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: not reported; 2026Q1: 7,737 shares 7,737 $862K 0.07% new 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: 939 shares; 2024Q4: 1,126 shares; 2025Q1: 1,441 shares; 2025Q2: 1,495 shares; 2025Q3: 1,300 shares; 2025Q4: 2,206 shares; 2026Q1: 2,618 shares 2,618 $854K 0.07% +412 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: 8,196 shares; 2024Q4: 9,163 shares; 2025Q1: 9,343 shares; 2025Q2: 10,155 shares; 2025Q3: 10,916 shares; 2025Q4: 10,539 shares; 2026Q1: 13,212 shares 13,212 $850K 0.07% +2,673 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: 6,622 shares; 2024Q4: 5,511 shares; 2025Q1: 5,454 shares; 2025Q2: 5,272 shares; 2025Q3: 6,840 shares; 2025Q4: 8,561 shares; 2026Q1: 16,253 shares 16,253 $836K 0.07% +7,692 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: 2,244 shares; 2024Q4: 2,566 shares; 2025Q1: 2,618 shares; 2025Q2: 2,556 shares; 2025Q3: 2,252 shares; 2025Q4: 2,380 shares; 2026Q1: 2,371 shares 2,371 $814K 0.07% -9 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 10,596 shares; 2025Q4: 20,587 shares; 2026Q1: 24,427 shares 24,427 $805K 0.07% +3,840 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,350 shares; 2024Q4: 12,666 shares; 2025Q1: 12,147 shares; 2025Q2: 11,603 shares; 2025Q3: 10,933 shares; 2025Q4: 10,533 shares; 2026Q1: 6,554 shares 6,554 $799K 0.07% -3,979 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 10,107 shares; 2025Q1: 9,672 shares; 2025Q2: 8,569 shares; 2025Q3: 8,035 shares; 2025Q4: 7,738 shares; 2026Q1: 5,137 shares 5,137 $792K 0.07% -2,601 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: 623 shares; 2024Q4: 608 shares; 2025Q1: 585 shares; 2025Q2: 549 shares; 2025Q3: 599 shares; 2025Q4: 634 shares; 2026Q1: 4,024 shares 4,024 $789K 0.07% +3,390 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 5,976 shares; 2025Q4: 10,170 shares; 2026Q1: 15,130 shares 15,130 $784K 0.07% +4,960 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 11,265 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 67 shares; 2025Q4: 66 shares; 2026Q1: 6,098 shares 6,098 $782K 0.07% +6,032 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,043 shares; 2024Q4: 19,838 shares; 2025Q1: 18,894 shares; 2025Q2: 18,322 shares; 2025Q3: 17,980 shares; 2025Q4: 17,410 shares; 2026Q1: 15,512 shares 15,512 $781K 0.07% -1,898 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 10,973 shares; 2026Q1: 18,889 shares 18,889 $781K 0.07% +7,916 Timeline MTUM 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: 1,705 shares; 2025Q4: 2,813 shares; 2026Q1: 3,231 shares 3,231 $775K 0.07% +418 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: 8 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 228 shares; 2025Q3: 2,482 shares; 2025Q4: 2,372 shares; 2026Q1: 2,224 shares 2,224 $768K 0.07% -148 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,885 shares; 2025Q4: 5,338 shares; 2026Q1: 8,155 shares 8,155 $758K 0.06% +2,817 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,253 shares; 2025Q4: 10,514 shares; 2026Q1: 11,394 shares 11,394 $754K 0.06% +880 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: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,602 shares; 2025Q4: 2,530 shares; 2026Q1: 3,101 shares 3,101 $752K 0.06% +571 Timeline XOP 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: 4,389 shares; 2024Q4: 4,552 shares; 2025Q1: 4,781 shares; 2025Q2: 4,716 shares; 2025Q3: 4,856 shares; 2025Q4: 4,965 shares; 2026Q1: 4,125 shares 4,125 $750K 0.06% -840 Timeline IEUR 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: 4,821 shares; 2025Q4: 9,741 shares; 2026Q1: 10,588 shares 10,588 $744K 0.06% +847 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: 7,586 shares; 2024Q4: 8,904 shares; 2025Q1: 8,647 shares; 2025Q2: 7,341 shares; 2025Q3: 8,302 shares; 2025Q4: 7,337 shares; 2026Q1: 8,519 shares 8,519 $740K 0.06% +1,182 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,208 shares; 2025Q4: 17,116 shares; 2026Q1: 20,292 shares 20,292 $735K 0.06% +3,176 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,170 shares; 2025Q1: 1,279 shares; 2025Q2: 932 shares; 2025Q3: 527 shares; 2025Q4: 432 shares; 2026Q1: 11,223 shares 11,223 $725K 0.06% +10,791 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,480 shares; 2024Q4: 21,630 shares; 2025Q1: 20,819 shares; 2025Q2: 20,935 shares; 2025Q3: 19,862 shares; 2025Q4: 18,767 shares; 2026Q1: 17,878 shares 17,878 $718K 0.06% -889 Timeline JNK 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: 9,455 shares; 2024Q4: 9,450 shares; 2025Q1: 9,093 shares; 2025Q2: 9,000 shares; 2025Q3: 8,500 shares; 2025Q4: 7,985 shares; 2026Q1: 7,429 shares 7,429 $711K 0.06% -556 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: 19 shares; 2025Q1: 4,689 shares; 2025Q2: 4,313 shares; 2025Q3: 4,687 shares; 2025Q4: 4,425 shares; 2026Q1: 11,385 shares 11,385 $709K 0.06% +6,960 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: 4,760 shares; 2024Q4: 5,747 shares; 2025Q1: 5,091 shares; 2025Q2: 5,622 shares; 2025Q3: 8,006 shares; 2025Q4: 9,466 shares; 2026Q1: 14,711 shares 14,711 $709K 0.06% +5,245 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,119 shares; 2026Q1: 12,939 shares 12,939 $707K 0.06% +8,820 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 3,669 shares; 2025Q4: 6,576 shares; 2026Q1: 20,631 shares 20,631 $702K 0.06% +14,055 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 38,191 shares; 2025Q4: 35,909 shares; 2026Q1: 33,673 shares 33,673 $695K 0.06% -2,236 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,945 shares; 2025Q4: 10,027 shares; 2026Q1: 20,824 shares 20,824 $695K 0.06% +10,797 Timeline GOVT 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 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: 4,458 shares; 2026Q1: 30,080 shares 30,080 $689K 0.06% +25,622 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,891 shares; 2026Q1: 2,424 shares 2,424 $689K 0.06% +533 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 4,254 shares; 2025Q3: 4,683 shares; 2025Q4: 4,419 shares; 2026Q1: 11,434 shares 11,434 $686K 0.06% +7,015 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,405 shares; 2025Q1: 5,994 shares; 2025Q2: 5,087 shares; 2025Q3: 5,560 shares; 2025Q4: 5,248 shares; 2026Q1: 13,619 shares 13,619 $686K 0.06% +8,371 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 13,866 shares; 2025Q1: 11,083 shares; 2025Q2: 10,111 shares; 2025Q3: 11,035 shares; 2025Q4: 10,434 shares; 2026Q1: 21,700 shares 21,700 $680K 0.06% +11,266 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: 6,041 shares; 2026Q1: 7,282 shares 7,282 $666K 0.06% +1,241 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,031 shares; 2025Q4: 3,014 shares; 2026Q1: 3,043 shares 3,043 $651K 0.06% +29 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,525 shares; 2024Q4: 15,984 shares; 2025Q1: 15,626 shares; 2025Q2: 4,307 shares; 2025Q3: 4,541 shares; 2025Q4: 4,647 shares; 2026Q1: 4,422 shares 4,422 $645K 0.05% -225 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,405 shares; 2025Q4: 3,595 shares; 2026Q1: 8,341 shares 8,341 $644K 0.05% +4,746 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 2,898 shares; 2025Q1: 3,393 shares; 2025Q2: 3,341 shares; 2025Q3: 3,078 shares; 2025Q4: 2,956 shares; 2026Q1: 3,008 shares 3,008 $639K 0.05% +52 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,175 shares 3,175 $626K 0.05% new 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: 5,916 shares; 2024Q4: 5,836 shares; 2025Q1: 5,746 shares; 2025Q2: 5,496 shares; 2025Q3: 8,687 shares; 2025Q4: 10,054 shares; 2026Q1: 13,618 shares 13,618 $626K 0.05% +3,564 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 4,035 shares; 2025Q4: 6,049 shares; 2026Q1: 13,112 shares 13,112 $616K 0.05% +7,063 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,806 shares 18,806 $615K 0.05% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 23 shares; 2025Q1: 483 shares; 2025Q2: 933 shares; 2025Q3: 1,664 shares; 2025Q4: 2,412 shares; 2026Q1: 3,077 shares 3,077 $610K 0.05% +665 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,617 shares; 2025Q4: 3,904 shares; 2026Q1: 8,847 shares 8,847 $609K 0.05% +4,943 Timeline QLTA 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: 10,231 shares; 2025Q4: 13,954 shares; 2026Q1: 12,694 shares 12,694 $604K 0.05% -1,260 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: 963 shares; 2024Q4: 960 shares; 2025Q1: 728 shares; 2025Q2: 707 shares; 2025Q3: 812 shares; 2025Q4: 938 shares; 2026Q1: 1,693 shares 1,693 $604K 0.05% +755 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: 14,291 shares; 2024Q4: 13,927 shares; 2025Q1: 8,965 shares; 2025Q2: 8,430 shares; 2025Q3: 10,847 shares; 2025Q4: 8,767 shares; 2026Q1: 12,207 shares 12,207 $595K 0.05% +3,440 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: 354 shares; 2024Q4: 334 shares; 2025Q1: 331 shares; 2025Q2: 300 shares; 2025Q3: 1,283 shares; 2025Q4: 3,644 shares; 2026Q1: 4,621 shares 4,621 $575K 0.05% +977 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,877 shares 13,877 $570K 0.05% new Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,731 shares; 2024Q4: 16,175 shares; 2025Q1: 15,757 shares; 2025Q2: 15,991 shares; 2025Q3: 16,129 shares; 2025Q4: 15,541 shares; 2026Q1: 15,980 shares 15,980 $555K 0.05% +439 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: 287 shares; 2024Q4: 180 shares; 2025Q1: 179 shares; 2025Q2: 123 shares; 2025Q3: 1,578 shares; 2025Q4: 8,798 shares; 2026Q1: 19,579 shares 19,579 $550K 0.05% +10,781 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: 1,562 shares; 2024Q4: 1,444 shares; 2025Q1: 1,371 shares; 2025Q2: 2,077 shares; 2025Q3: 2,490 shares; 2025Q4: 2,245 shares; 2026Q1: 3,591 shares 3,591 $549K 0.05% +1,346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,243 shares; 2026Q1: 2,054 shares 2,054 $538K 0.05% +811 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares; 2025Q4: 8,843 shares; 2026Q1: 17,976 shares 17,976 $528K 0.04% +9,133 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 367 shares; 2025Q4: 726 shares; 2026Q1: 724 shares 724 $527K 0.04% -2 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,870 shares; 2025Q1: 2,080 shares; 2025Q2: 2,338 shares; 2025Q3: 3,109 shares; 2025Q4: 3,799 shares; 2026Q1: 6,229 shares 6,229 $527K 0.04% +2,430 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 1,290 shares; 2026Q1: 1,474 shares 1,474 $526K 0.04% +184 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: 86 shares; 2024Q4: 67 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 5,982 shares; 2025Q4: 9,529 shares; 2026Q1: 18,046 shares 18,046 $523K 0.04% +8,517 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,559 shares; 2025Q4: 6,112 shares; 2026Q1: 11,927 shares 11,927 $514K 0.04% +5,815 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 489 shares; 2026Q1: 1,489 shares 1,489 $509K 0.04% +1,000 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: 2 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 349 shares; 2026Q1: 2,403 shares 2,403 $505K 0.04% +2,054 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,585 shares; 2025Q4: 8,766 shares; 2026Q1: 16,843 shares 16,843 $504K 0.04% +8,077 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: 959 shares; 2024Q4: 965 shares; 2025Q1: 956 shares; 2025Q2: 926 shares; 2025Q3: 2,419 shares; 2025Q4: 2,420 shares; 2026Q1: 2,372 shares 2,372 $493K 0.04% -48 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: 482 shares; 2024Q4: 565 shares; 2025Q1: 537 shares; 2025Q2: 547 shares; 2025Q3: 704 shares; 2025Q4: 864 shares; 2026Q1: 921 shares 921 $481K 0.04% +57 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,675 shares; 2025Q4: 7,387 shares; 2026Q1: 9,540 shares 9,540 $477K 0.04% +2,153 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: 24,010 shares; 2024Q4: 23,363 shares; 2025Q1: 25,560 shares; 2025Q2: 26,822 shares; 2025Q3: 30,025 shares; 2025Q4: 32,727 shares; 2026Q1: 16,452 shares 16,452 $472K 0.04% -16,275 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 930 shares; 2025Q4: 4,258 shares; 2026Q1: 7,935 shares 7,935 $470K 0.04% +3,677 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 5,012 shares; 2025Q1: 5,195 shares; 2025Q2: 4,848 shares; 2025Q3: 5,105 shares; 2025Q4: 5,057 shares; 2026Q1: 4,498 shares 4,498 $458K 0.04% -559 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 279 shares; 2025Q4: 2,449 shares; 2026Q1: 7,743 shares 7,743 $457K 0.04% +5,294 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,252 shares; 2025Q1: 1,105 shares; 2025Q2: 1,245 shares; 2025Q3: 1,676 shares; 2025Q4: 3,059 shares; 2026Q1: 4,752 shares 4,752 $456K 0.04% +1,693 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: 4,407 shares; 2024Q4: 4,455 shares; 2025Q1: 4,423 shares; 2025Q2: 4,334 shares; 2025Q3: 5,192 shares; 2025Q4: 6,776 shares; 2026Q1: 11,640 shares 11,640 $454K 0.04% +4,864 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: 5,704 shares; 2026Q1: 7,733 shares 7,733 $442K 0.04% +2,029 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: 364 shares; 2024Q4: 339 shares; 2025Q1: 533 shares; 2025Q2: 607 shares; 2025Q3: 1,033 shares; 2025Q4: 1,536 shares; 2026Q1: 2,141 shares 2,141 $441K 0.04% +605 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,717 shares; 2026Q1: 3,441 shares 3,441 $431K 0.04% +1,724 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,174 shares; 2024Q4: 7,952 shares; 2025Q1: 7,851 shares; 2025Q2: 7,631 shares; 2025Q3: 7,715 shares; 2025Q4: 7,584 shares; 2026Q1: 941 shares 941 $420K 0.04% -6,643 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,417 shares; 2025Q1: 10,559 shares; 2025Q2: 8,549 shares; 2025Q3: 8,261 shares; 2025Q4: 9,035 shares; 2026Q1: 8,592 shares 8,592 $420K 0.04% -443 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 25,293 shares; 2026Q1: 1,511 shares 1,511 $418K 0.04% -23,782 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 477 shares; 2025Q4: 2,511 shares; 2026Q1: 5,805 shares 5,805 $409K 0.03% +3,294 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,524 shares; 2025Q1: 1,500 shares; 2025Q2: 1,432 shares; 2025Q3: 2,003 shares; 2025Q4: 2,183 shares; 2026Q1: 3,009 shares 3,009 $408K 0.03% +826 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: 1,098 shares; 2024Q4: 1,100 shares; 2025Q1: 1,095 shares; 2025Q2: 1,064 shares; 2025Q3: 1,245 shares; 2025Q4: 1,435 shares; 2026Q1: 2,574 shares 2,574 $405K 0.03% +1,139 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,551 shares; 2025Q1: 1,523 shares; 2025Q2: 1,438 shares; 2025Q3: 1,463 shares; 2025Q4: 1,401 shares; 2026Q1: 1,653 shares 1,653 $404K 0.03% +252 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: 269 shares; 2024Q4: 230 shares; 2025Q1: 1,764 shares; 2025Q2: 3,130 shares; 2025Q3: 5,259 shares; 2025Q4: 7,717 shares; 2026Q1: 6,847 shares 6,847 $402K 0.03% -870 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: 275 shares; 2024Q4: 254 shares; 2025Q1: 144 shares; 2025Q2: 163 shares; 2025Q3: 282 shares; 2025Q4: 470 shares; 2026Q1: 779 shares 779 $386K 0.03% +309 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: 174 shares; 2025Q4: 308 shares; 2026Q1: 1,402 shares 1,402 $379K 0.03% +1,094 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: 49 shares; 2024Q4: 18 shares; 2025Q1: 17 shares; 2025Q2: 15 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 1,964 shares 1,964 $377K 0.03% +1,948 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: 1,674 shares; 2024Q4: 1,683 shares; 2025Q1: 1,671 shares; 2025Q2: 1,521 shares; 2025Q3: 1,626 shares; 2025Q4: 2,257 shares; 2026Q1: 2,047 shares 2,047 $373K 0.03% -210 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 2,202 shares; 2025Q3: 3,111 shares; 2025Q4: 3,518 shares; 2026Q1: 3,967 shares 3,967 $370K 0.03% +449 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 678 shares 678 $368K 0.03% +673 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 168 shares; 2025Q1: 165 shares; 2025Q2: 163 shares; 2025Q3: 688 shares; 2025Q4: 870 shares; 2026Q1: 981 shares 981 $357K 0.03% +111 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 19 shares; 2026Q1: 680 shares 680 $355K 0.03% +661 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 215 shares; 2026Q1: 891 shares 891 $355K 0.03% +676 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: 3,700 shares; 2024Q4: 3,814 shares; 2025Q1: 3,974 shares; 2025Q2: 3,890 shares; 2025Q3: 6,214 shares; 2025Q4: 7,166 shares; 2026Q1: 10,070 shares 10,070 $354K 0.03% +2,904 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 489 shares; 2025Q1: 487 shares; 2025Q2: 469 shares; 2025Q3: 1,331 shares; 2025Q4: 1,944 shares; 2026Q1: 1,764 shares 1,764 $350K 0.03% -180 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 2,096 shares; 2026Q1: 2,619 shares 2,619 $346K 0.03% +523 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 90 shares; 2025Q4: 140 shares; 2026Q1: 395 shares 395 $343K 0.03% +255 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 60 shares; 2025Q1: 40 shares; 2025Q2: 25 shares; 2025Q3: 783 shares; 2025Q4: 1,325 shares; 2026Q1: 2,823 shares 2,823 $342K 0.03% +1,498 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: 2,386 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 1,668 shares; 2025Q3: 1,847 shares; 2025Q4: 2,311 shares; 2026Q1: 2,883 shares 2,883 $341K 0.03% +572 Timeline TFLO 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: 13,658 shares; 2025Q4: 14,354 shares; 2026Q1: 6,692 shares 6,692 $339K 0.03% -7,662 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,154 shares; 2025Q4: 9,066 shares; 2026Q1: 10,767 shares 10,767 $338K 0.03% +1,701 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: 5 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 262 shares; 2025Q4: 514 shares; 2026Q1: 1,114 shares 1,114 $337K 0.03% +600 Timeline DYTA RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 808 shares; 2026Q1: 11,779 shares 11,779 $329K 0.03% +10,971 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,953 shares; 2025Q2: 1,817 shares; 2025Q3: 5,115 shares; 2025Q4: 5,941 shares; 2026Q1: 8,567 shares 8,567 $319K 0.03% +2,626 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,642 shares; 2025Q1: 110,282 shares; 2025Q2: 104,834 shares; 2025Q3: 2,909 shares; 2025Q4: 4,422 shares; 2026Q1: 5,143 shares 5,143 $314K 0.03% +721 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,168 shares; 2025Q1: 1,160 shares; 2025Q2: 1,131 shares; 2025Q3: 1,905 shares; 2025Q4: 2,096 shares; 2026Q1: 2,875 shares 2,875 $307K 0.03% +779 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: 1 shares; 2024Q4: 206 shares; 2025Q1: 428 shares; 2025Q2: 616 shares; 2025Q3: 1,018 shares; 2025Q4: 946 shares; 2026Q1: 1,037 shares 1,037 $304K 0.03% +91 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 13,766 shares; 2025Q1: 13,078 shares; 2025Q2: 14,923 shares; 2025Q3: 16,685 shares; 2025Q4: 18,672 shares; 2026Q1: 13,965 shares 13,965 $302K 0.03% -4,707 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: 19,701 shares; 2024Q4: 19,189 shares; 2025Q1: 18,968 shares; 2025Q2: 15,125 shares; 2025Q3: 15,738 shares; 2025Q4: 944 shares; 2026Q1: 1,393 shares 1,393 $302K 0.03% +449 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,136 shares; 2024Q4: 23,512 shares; 2025Q1: 23,175 shares; 2025Q2: 22,313 shares; 2025Q3: 22,850 shares; 2025Q4: 1,509 shares; 2026Q1: 1,781 shares 1,781 $301K 0.03% +272 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 148 shares; 2025Q4: 1,246 shares; 2026Q1: 1,379 shares 1,379 $299K 0.03% +133 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,699 shares; 2024Q4: 23,082 shares; 2025Q1: 23,124 shares; 2025Q2: 20,357 shares; 2025Q3: 16,939 shares; 2025Q4: 17,484 shares; 2026Q1: 17,579 shares 17,579 $298K 0.03% +95 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 1,042 shares; 2026Q1: 3,551 shares 3,551 $297K 0.03% +2,509 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,827 shares; 2024Q4: 20,305 shares; 2025Q1: 90 shares; 2025Q2: 60 shares; 2025Q3: 101 shares; 2025Q4: 47 shares; 2026Q1: 1,509 shares 1,509 $297K 0.03% +1,462 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 935 shares; 2025Q3: 1,144 shares; 2025Q4: 1,305 shares; 2026Q1: 1,418 shares 1,418 $296K 0.03% +113 Timeline EAGG 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: 413 shares; 2025Q4: 4,946 shares; 2026Q1: 6,206 shares 6,206 $295K 0.03% +1,260 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: not reported; 2025Q3: 304 shares; 2025Q4: 594 shares; 2026Q1: 938 shares 938 $295K 0.03% +344 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,589 shares; 2024Q4: 15,486 shares; 2025Q1: 14,739 shares; 2025Q2: 16,598 shares; 2025Q3: 12,037 shares; 2025Q4: 13,235 shares; 2026Q1: 14,848 shares 14,848 $293K 0.02% +1,613 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 892 shares; 2025Q4: 1,469 shares; 2026Q1: 1,992 shares 1,992 $293K 0.02% +523 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: 46 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 15 shares; 2025Q3: 1,107 shares; 2025Q4: 1,568 shares; 2026Q1: 2,975 shares 2,975 $293K 0.02% +1,407 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 1,932 shares; 2025Q1: 1,436 shares; 2025Q2: 17 shares; 2025Q3: 4,660 shares; 2025Q4: 5,158 shares; 2026Q1: 6,094 shares 6,094 $292K 0.02% +936 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 2,299 shares; 2026Q1: 3,129 shares 3,129 $291K 0.02% +830 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 5,039 shares 5,039 $290K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,529 shares; 2025Q3: 19,347 shares; 2025Q4: 23,837 shares; 2026Q1: 25,647 shares 25,647 $289K 0.02% +1,810 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,034 shares; 2025Q1: 6,199 shares; 2025Q2: 5,093 shares; 2025Q3: 4,242 shares; 2025Q4: 4,173 shares; 2026Q1: 4,121 shares 4,121 $286K 0.02% -52 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: 962 shares; 2024Q4: 2,121 shares; 2025Q1: 3,063 shares; 2025Q2: 3,081 shares; 2025Q3: 4,401 shares; 2025Q4: 4,327 shares; 2026Q1: 4,356 shares 4,356 $283K 0.02% +29 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,827 shares; 2025Q1: 4,187 shares; 2025Q2: 3,982 shares; 2025Q3: 4,163 shares; 2025Q4: 4,129 shares; 2026Q1: 4,784 shares 4,784 $283K 0.02% +655 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: 6,921 shares; 2024Q4: 5,730 shares; 2025Q1: 2,347 shares; 2025Q2: 21 shares; 2025Q3: 6,144 shares; 2025Q4: 11,083 shares; 2026Q1: 16,377 shares 16,377 $282K 0.02% +5,294 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: 3,494 shares; 2024Q4: 1,759 shares; 2025Q1: 3,602 shares; 2025Q2: 4,621 shares; 2025Q3: 2,528 shares; 2025Q4: 3,880 shares; 2026Q1: 4,933 shares 4,933 $275K 0.02% +1,053 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 7,869 shares; 2025Q1: 41 shares; 2025Q2: 28 shares; 2025Q3: 553 shares; 2025Q4: 287 shares; 2026Q1: 632 shares 632 $274K 0.02% +345 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: 2,412 shares; 2024Q4: 2,409 shares; 2025Q1: 2,374 shares; 2025Q2: 2,291 shares; 2025Q3: 2,547 shares; 2025Q4: 2,898 shares; 2026Q1: 4,429 shares 4,429 $272K 0.02% +1,531 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,351 shares; 2025Q1: 2,330 shares; 2025Q2: 2,235 shares; 2025Q3: 2,754 shares; 2025Q4: 3,281 shares; 2026Q1: 3,792 shares 3,792 $271K 0.02% +511 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 554 shares; 2025Q1: 523 shares; 2025Q2: 589 shares; 2025Q3: 681 shares; 2025Q4: 745 shares; 2026Q1: 1,891 shares 1,891 $270K 0.02% +1,146 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: 5,666 shares; 2024Q4: 6,407 shares; 2025Q1: 6,517 shares; 2025Q2: 6,354 shares; 2025Q3: 6,194 shares; 2025Q4: 6,117 shares; 2026Q1: 2,535 shares 2,535 $270K 0.02% -3,582 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 840 shares; 2025Q1: 962 shares; 2025Q2: 923 shares; 2025Q3: 999 shares; 2025Q4: 960 shares; 2026Q1: 979 shares 979 $265K 0.02% +19 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: 17 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 1,213 shares; 2025Q4: 1,533 shares; 2026Q1: 2,017 shares 2,017 $264K 0.02% +484 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266 shares; 2025Q4: 531 shares; 2026Q1: 780 shares 780 $264K 0.02% +249 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: 306 shares; 2024Q4: 596 shares; 2025Q1: 908 shares; 2025Q2: 1,167 shares; 2025Q3: 1,186 shares; 2025Q4: 1,118 shares; 2026Q1: 1,247 shares 1,247 $259K 0.02% +129 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 1,281 shares; 2026Q1: 1,416 shares 1,416 $258K 0.02% +135 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 402 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 447 shares; 2025Q4: 770 shares; 2026Q1: 2,335 shares 2,335 $258K 0.02% +1,565 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,378 shares; 2025Q1: 1,320 shares; 2025Q2: 905 shares; 2025Q3: 1,273 shares; 2025Q4: 1,550 shares; 2026Q1: 1,585 shares 1,585 $257K 0.02% +35 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,207 shares; 2026Q1: 10,136 shares 10,136 $255K 0.02% +1,929 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: 3,066 shares; 2026Q1: 3,214 shares 3,214 $254K 0.02% +148 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,486 shares; 2025Q3: 2,534 shares; 2025Q4: 2,362 shares; 2026Q1: 1,448 shares 1,448 $249K 0.02% -914 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,163 shares; 2025Q1: 2,139 shares; 2025Q2: 2,042 shares; 2025Q3: 2,546 shares; 2025Q4: 2,758 shares; 2026Q1: 3,729 shares 3,729 $247K 0.02% +971 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: 23 shares; 2024Q4: 21 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 287 shares; 2025Q4: 375 shares; 2026Q1: 1,010 shares 1,010 $246K 0.02% +635 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares; 2025Q4: 11,554 shares; 2026Q1: 9,800 shares 9,800 $244K 0.02% -1,754 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 3,328 shares; 2026Q1: 6,037 shares 6,037 $243K 0.02% +2,709 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $242K 0.02% new 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: 12 shares; 2024Q4: 4 shares; 2025Q1: 69 shares; 2025Q2: 679 shares; 2025Q3: 1,145 shares; 2025Q4: 1,992 shares; 2026Q1: 3,310 shares 3,310 $241K 0.02% +1,318 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: 593 shares; 2024Q4: 1,194 shares; 2025Q1: 1,174 shares; 2025Q2: 1,737 shares; 2025Q3: 1,334 shares; 2025Q4: 1,064 shares; 2026Q1: 1,832 shares 1,832 $240K 0.02% +768 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 2,409 shares; 2026Q1: 3,419 shares 3,419 $240K 0.02% +1,010 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,196 shares; 2025Q4: 3,709 shares; 2026Q1: 7,570 shares 7,570 $239K 0.02% +3,861 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 1,704 shares; 2025Q4: 2,553 shares; 2026Q1: 5,111 shares 5,111 $234K 0.02% +2,558 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 8,487 shares; 2025Q3: 8,590 shares; 2025Q4: 490 shares; 2026Q1: 535 shares 535 $233K 0.02% +45 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 3,541 shares; 2026Q1: 4,756 shares 4,756 $233K 0.02% +1,215 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 1,005 shares; 2026Q1: 2,050 shares 2,050 $231K 0.02% +1,045 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 867 shares; 2025Q4: 1,261 shares; 2026Q1: 2,537 shares 2,537 $230K 0.02% +1,276 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 2,420 shares; 2026Q1: 3,133 shares 3,133 $227K 0.02% +713 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 2,739 shares; 2026Q1: 5,014 shares 5,014 $227K 0.02% +2,275 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 1,436 shares; 2026Q1: 2,388 shares 2,388 $224K 0.02% +952 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,506 shares; 2025Q1: 1,431 shares; 2025Q2: 1,611 shares; 2025Q3: 1,327 shares; 2025Q4: 789 shares; 2026Q1: 793 shares 793 $224K 0.02% +4 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 4,394 shares; 2026Q1: 7,182 shares 7,182 $221K 0.02% +2,788 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: 47 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 261 shares; 2025Q4: 262 shares; 2026Q1: 456 shares 456 $219K 0.02% +194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 913 shares; 2026Q1: 2,468 shares 2,468 $216K 0.02% +1,555 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: 4,754 shares; 2024Q4: 5,032 shares; 2025Q1: 5,266 shares; 2025Q2: 4,781 shares; 2025Q3: 5,484 shares; 2025Q4: 5,208 shares; 2026Q1: 1,098 shares 1,098 $213K 0.02% -4,110 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 805 shares; 2025Q4: 1,160 shares; 2026Q1: 2,855 shares 2,855 $213K 0.02% +1,695 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,275 shares 7,275 $212K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 1,545 shares; 2026Q1: 3,060 shares 3,060 $211K 0.02% +1,515 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 1,067 shares; 2026Q1: 1,781 shares 1,781 $206K 0.02% +714 Timeline PFI 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: 270,587 shares; 2024Q4: 282,778 shares; 2025Q1: 292,323 shares; 2025Q2: 281,793 shares; 2025Q3: 269,825 shares; 2025Q4: 246,469 shares; 2026Q1: 3,833 shares 3,833 $204K 0.02% -242,636 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,291 shares; 2025Q2: 5,968 shares; 2025Q3: 6,597 shares; 2025Q4: 3,852 shares; 2026Q1: 4,452 shares 4,452 $202K 0.02% +600 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: 8,062 shares; 2024Q4: 8,051 shares; 2025Q1: 8,207 shares; 2025Q2: 7,905 shares; 2025Q3: 8,644 shares; 2025Q4: 8,497 shares; 2026Q1: 2,044 shares 2,044 $198K 0.02% -6,453 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,381 shares; 2025Q1: 1,315 shares; 2025Q2: 904 shares; 2025Q3: 1,179 shares; 2025Q4: 1,614 shares; 2026Q1: 2,920 shares 2,920 $197K 0.02% +1,306 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,756 shares 3,756 $197K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 89 shares; 2026Q1: 180 shares 180 $197K 0.02% +91 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 2,180 shares; 2026Q1: 697 shares 697 $194K 0.02% -1,483 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: 6 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 1,044 shares; 2025Q4: 1,488 shares; 2026Q1: 1,623 shares 1,623 $193K 0.02% +135 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: 7,392 shares; 2024Q4: 7,128 shares; 2025Q1: 6,535 shares; 2025Q2: 6,267 shares; 2025Q3: 8,192 shares; 2025Q4: 8,002 shares; 2026Q1: 2,082 shares 2,082 $192K 0.02% -5,920 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 33,125 shares; 2025Q1: 31,567 shares; 2025Q2: 40,355 shares; 2025Q3: 40,930 shares; 2025Q4: 39,866 shares; 2026Q1: 1,166 shares 1,166 $191K 0.02% -38,700 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 188 shares; 2026Q1: 126 shares 126 $186K 0.02% -62 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: 11,699 shares; 2024Q4: 22,728 shares; 2025Q1: 22,002 shares; 2025Q2: 21,935 shares; 2025Q3: 21,592 shares; 2025Q4: 20,917 shares; 2026Q1: 1,162 shares 1,162 $186K 0.02% -19,755 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: not reported; 2025Q3: 107 shares; 2025Q4: 169 shares; 2026Q1: 310 shares 310 $184K 0.02% +141 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares; 2025Q4: 6,111 shares; 2026Q1: 11,083 shares 11,083 $182K 0.02% +4,972 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105 shares; 2025Q4: 1,011 shares; 2026Q1: 3,223 shares 3,223 $182K 0.02% +2,212 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,845 shares; 2025Q1: 1,758 shares; 2025Q2: 2,081 shares; 2025Q3: 2,312 shares; 2025Q4: 4,209 shares; 2026Q1: 2,678 shares 2,678 $177K 0.02% -1,531 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: 70 shares; 2024Q4: 44 shares; 2025Q1: 20 shares; 2025Q2: 3 shares; 2025Q3: 418 shares; 2025Q4: 894 shares; 2026Q1: 2,460 shares 2,460 $177K 0.02% +1,566 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: 2,136 shares; 2026Q1: 4,088 shares 4,088 $177K 0.02% +1,952 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares; 2025Q4: 183 shares; 2026Q1: 369 shares 369 $175K 0.01% +186 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 2,440 shares; 2025Q4: 4,931 shares; 2026Q1: 1,977 shares 1,977 $174K 0.01% -2,954 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,441 shares; 2026Q1: 2,988 shares 2,988 $173K 0.01% +1,547 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: 9 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 372 shares; 2025Q4: 444 shares; 2026Q1: 840 shares 840 $171K 0.01% +396 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 790 shares; 2026Q1: 1,505 shares 1,505 $169K 0.01% +715 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,410 shares 2,410 $168K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,350 shares; 2025Q1: 3,374 shares; 2025Q2: 3,254 shares; 2025Q3: 3,461 shares; 2025Q4: 3,416 shares; 2026Q1: 3,614 shares 3,614 $168K 0.01% +198 Timeline ESGU 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: 400 shares; 2025Q4: 572 shares; 2026Q1: 1,183 shares 1,183 $167K 0.01% +611 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 871 shares; 2025Q4: 2,372 shares; 2026Q1: 7,889 shares 7,889 $167K 0.01% +5,517 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: 14 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 713 shares; 2025Q4: 833 shares; 2026Q1: 1,625 shares 1,625 $166K 0.01% +792 Timeline IGSB 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: 3,202 shares; 2025Q4: 2,656 shares; 2026Q1: 3,137 shares 3,137 $165K 0.01% +481 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: 157 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 63 shares; 2025Q3: 546 shares; 2025Q4: 1,369 shares; 2026Q1: 3,693 shares 3,693 $163K 0.01% +2,324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 11 shares; 2026Q1: 38 shares 38 $160K 0.01% +27 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: 107 shares; 2024Q4: 1,572 shares; 2025Q1: 1,790 shares; 2025Q2: 1,781 shares; 2025Q3: 5,364 shares; 2025Q4: 6,539 shares; 2026Q1: 9,408 shares 9,408 $158K 0.01% +2,869 Timeline SUSC 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: 2,188 shares; 2025Q4: 4,750 shares; 2026Q1: 6,794 shares 6,794 $157K 0.01% +2,044 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 668 shares; 2026Q1: 2,387 shares 2,387 $157K 0.01% +1,719 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 521 shares; 2026Q1: 1,645 shares 1,645 $156K 0.01% +1,124 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 1,151 shares 1,151 $156K 0.01% +1,144 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,658 shares; 2026Q1: 2,225 shares 2,225 $156K 0.01% +567 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,752 shares; 2025Q4: 3,435 shares; 2026Q1: 7,119 shares 7,119 $154K 0.01% +3,684 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 941 shares; 2026Q1: 2,668 shares 2,668 $154K 0.01% +1,727 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 632 shares; 2025Q4: 990 shares; 2026Q1: 1,574 shares 1,574 $152K 0.01% +584 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 389 shares; 2025Q1: 439 shares; 2025Q2: 438 shares; 2025Q3: 586 shares; 2025Q4: 805 shares; 2026Q1: 1,300 shares 1,300 $152K 0.01% +495 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 448 shares; 2025Q2: 397 shares; 2025Q3: 468 shares; 2025Q4: 534 shares; 2026Q1: 650 shares 650 $151K 0.01% +116 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,439 shares; 2025Q4: 8,118 shares; 2026Q1: 14,785 shares 14,785 $150K 0.01% +6,667 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,011 shares; 2025Q1: 959 shares; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 931 shares; 2026Q1: 2,751 shares 2,751 $149K 0.01% +1,820 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: 1,140 shares; 2024Q4: 647 shares; 2025Q1: 617 shares; 2025Q2: 584 shares; 2025Q3: 668 shares; 2025Q4: 1,157 shares; 2026Q1: 1,136 shares 1,136 $148K 0.01% -21 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339 shares; 2025Q4: 7,003 shares; 2026Q1: 7,111 shares 7,111 $147K 0.01% +108 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: 612 shares; 2024Q4: 567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 182 shares; 2026Q1: 499 shares 499 $146K 0.01% +317 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: 16 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 251 shares; 2025Q3: 340 shares; 2025Q4: 206 shares; 2026Q1: 543 shares 543 $145K 0.01% +337 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 179 shares; 2025Q4: 352 shares; 2026Q1: 660 shares 660 $145K 0.01% +308 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: 1,469 shares; 2025Q4: 20,068 shares; 2026Q1: 345 shares 345 $144K 0.01% -19,723 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: 151 shares; 2025Q4: 782 shares; 2026Q1: 1,675 shares 1,675 $144K 0.01% +893 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: 21 shares; 2024Q4: 173 shares; 2025Q1: 1,667 shares; 2025Q2: 1,596 shares; 2025Q3: 2,015 shares; 2025Q4: 2,814 shares; 2026Q1: 2,841 shares 2,841 $143K 0.01% +27 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: 1,910 shares; 2024Q4: 3,834 shares; 2025Q1: 5,966 shares; 2025Q2: 7,749 shares; 2025Q3: 5,831 shares; 2025Q4: 4,515 shares; 2026Q1: 3,480 shares 3,480 $143K 0.01% -1,035 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 2,431 shares 2,431 $143K 0.01% +1,421 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares; 2025Q3: 1,477 shares; 2025Q4: 1,656 shares; 2026Q1: 1,248 shares 1,248 $142K 0.01% -408 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 308 shares; 2025Q4: 1,129 shares; 2026Q1: 3,297 shares 3,297 $141K 0.01% +2,168 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 9,720 shares; 2025Q1: 9,441 shares; 2025Q2: 9,348 shares; 2025Q3: 9,316 shares; 2025Q4: 9,068 shares; 2026Q1: 356 shares 356 $141K 0.01% -8,712 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 161 shares; 2025Q4: 218 shares; 2026Q1: 485 shares 485 $141K 0.01% +267 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: 13,414 shares; 2024Q4: 13,058 shares; 2025Q1: 12,924 shares; 2025Q2: 63 shares; 2025Q3: 211 shares; 2025Q4: 580 shares; 2026Q1: 751 shares 751 $140K 0.01% +171 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: 6,497 shares; 2024Q4: 6,461 shares; 2025Q1: 6,682 shares; 2025Q2: 2,194 shares; 2025Q3: 1,630 shares; 2025Q4: 1,249 shares; 2026Q1: 1,332 shares 1,332 $140K 0.01% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 475 shares; 2025Q4: 509 shares; 2026Q1: 925 shares 925 $139K 0.01% +416 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 362 shares 362 $139K 0.01% +306 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 110 shares; 2025Q4: 171 shares; 2026Q1: 1,693 shares 1,693 $138K 0.01% +1,522 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 372 shares; 2025Q4: 543 shares; 2026Q1: 984 shares 984 $137K 0.01% +441 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 4,378 shares; 2026Q1: 11,206 shares 11,206 $137K 0.01% +6,828 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 1,282 shares; 2026Q1: 1,442 shares 1,442 $136K 0.01% +160 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 1,420 shares; 2026Q1: 1,605 shares 1,605 $136K 0.01% +185 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 433 shares; 2026Q1: 1,685 shares 1,685 $136K 0.01% +1,252 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,299 shares; 2024Q4: 12,949 shares; 2025Q1: 58 shares; 2025Q2: 40 shares; 2025Q3: 132 shares; 2025Q4: 182 shares; 2026Q1: 420 shares 420 $135K 0.01% +238 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares 1,205 $134K 0.01% new Timeline HYGW 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: 3,295 shares; 2025Q4: 8,566 shares; 2026Q1: 4,533 shares 4,533 $134K 0.01% -4,033 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,067 shares; 2025Q1: 1,013 shares; 2025Q2: 1,035 shares; 2025Q3: 1,125 shares; 2025Q4: 2,217 shares; 2026Q1: 1,464 shares 1,464 $133K 0.01% -753 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 677 shares; 2026Q1: 500 shares 500 $133K 0.01% -177 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 162 shares; 2025Q1: 1,304 shares; 2025Q2: 1,691 shares; 2025Q3: 3,721 shares; 2025Q4: 4,613 shares; 2026Q1: 4,975 shares 4,975 $132K 0.01% +362 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,187 shares; 2024Q4: 377,265 shares; 2025Q1: 358,276 shares; 2025Q2: 362,488 shares; 2025Q3: 333,765 shares; 2025Q4: 4,194 shares; 2026Q1: 5,753 shares 5,753 $132K 0.01% +1,559 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: not reported; 2025Q3: 453 shares; 2025Q4: 719 shares; 2026Q1: 1,389 shares 1,389 $131K 0.01% +670 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 1,301 shares 1,301 $130K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 278 shares; 2026Q1: 958 shares 958 $130K 0.01% +680 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 529 shares; 2026Q1: 1,578 shares 1,578 $129K 0.01% +1,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 423 shares; 2026Q1: 1,096 shares 1,096 $129K 0.01% +673 Timeline EUSB 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: 300 shares; 2025Q4: 1,330 shares; 2026Q1: 2,902 shares 2,902 $126K 0.01% +1,572 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 134 shares; 2026Q1: 233 shares 233 $126K 0.01% +99 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 101 shares; 2025Q4: 265 shares; 2026Q1: 607 shares 607 $125K 0.01% +342 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 778 shares; 2025Q4: 1,473 shares; 2026Q1: 2,942 shares 2,942 $125K 0.01% +1,469 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: 2,458 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,397 shares; 2025Q3: 2,015 shares; 2025Q4: 1,221 shares; 2026Q1: 1,373 shares 1,373 $125K 0.01% +152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 220 shares; 2026Q1: 520 shares 520 $124K 0.01% +300 Timeline INSM INSMED INC More: the full row for INSMED 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: 202 shares; 2025Q4: 348 shares; 2026Q1: 758 shares 758 $124K 0.01% +410 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 231 shares; 2025Q4: 369 shares; 2026Q1: 713 shares 713 $124K 0.01% +344 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 823 shares; 2026Q1: 2,173 shares 2,173 $123K 0.01% +1,350 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 9 shares; 2025Q4: 35 shares; 2026Q1: 534 shares 534 $123K 0.01% +499 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 150 shares; 2025Q4: 253 shares; 2026Q1: 372 shares 372 $123K 0.01% +119 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,433 shares; 2025Q1: 8,190 shares; 2025Q2: 7,802 shares; 2025Q3: 8,076 shares; 2025Q4: 7,913 shares; 2026Q1: 7,811 shares 7,811 $122K 0.01% -102 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 506 shares; 2026Q1: 1,509 shares 1,509 $122K 0.01% +1,003 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,685 shares; 2025Q1: 2,460 shares; 2025Q2: 2,557 shares; 2025Q3: 2,800 shares; 2025Q4: 2,715 shares; 2026Q1: 3,056 shares 3,056 $122K 0.01% +341 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 353 shares; 2026Q1: 903 shares 903 $118K 0.01% +550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 841 shares; 2026Q1: 1,806 shares 1,806 $118K 0.01% +965 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: 83 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 34 shares; 2025Q3: 441 shares; 2025Q4: 1,581 shares; 2026Q1: 1,832 shares 1,832 $117K 0.01% +251 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 1,052 shares; 2026Q1: 994 shares 994 $117K 0.01% -58 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 148 shares; 2025Q4: 215 shares; 2026Q1: 383 shares 383 $117K 0.01% +168 Timeline KT KT CORP More: the full row for KT 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: 235 shares; 2025Q4: 192 shares; 2026Q1: 5,410 shares 5,410 $116K 0.01% +5,218 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: 739 shares; 2024Q4: 746 shares; 2025Q1: 682 shares; 2025Q2: 644 shares; 2025Q3: 648 shares; 2025Q4: 601 shares; 2026Q1: 628 shares 628 $115K 0.01% +27 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,214 shares; 2025Q4: 6,740 shares; 2026Q1: 1,236 shares 1,236 $114K 0.01% -5,504 Timeline IDV 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: 1,136 shares; 2025Q4: 1,086 shares; 2026Q1: 2,677 shares 2,677 $114K 0.01% +1,591 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 162 shares; 2026Q1: 235 shares 235 $114K 0.01% +73 Timeline BBUS 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: not reported; 2025Q3: 1,789 shares; 2025Q4: 1,766 shares; 2026Q1: 969 shares 969 $114K 0.01% -797 Timeline