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: 474,589 shares; 2024Q4: 439,119 shares; 2025Q1: 463,601 shares; 2025Q2: 430,882 shares; 2025Q3: 433,776 shares; 2025Q4: 412,650 shares; 2026Q1: 403,431 shares 403,431 $102M 8.22% -9,219 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: 24,901 shares; 2024Q4: 23,442 shares; 2025Q1: 68,091 shares; 2025Q2: 79,267 shares; 2025Q3: 86,599 shares; 2025Q4: 86,431 shares; 2026Q1: 87,307 shares 87,307 $41.8M 3.36% +876 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: 294,059 shares; 2024Q4: 284,715 shares; 2025Q1: 274,632 shares; 2025Q2: 268,371 shares; 2025Q3: 268,480 shares; 2025Q4: 261,371 shares; 2026Q1: 262,384 shares 262,384 $31.6M 2.53% +1,013 Timeline SPYG 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: 89,763 shares; 2024Q4: 95,584 shares; 2025Q1: 138,004 shares; 2025Q2: 267,349 shares; 2025Q3: 248,762 shares; 2025Q4: 252,160 shares; 2026Q1: 302,481 shares 302,481 $29.6M 2.38% +50,321 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: 103,516 shares; 2024Q4: 92,841 shares; 2025Q1: 96,049 shares; 2025Q2: 80,897 shares; 2025Q3: 83,774 shares; 2025Q4: 73,291 shares; 2026Q1: 73,737 shares 73,737 $27.3M 2.19% +446 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: 150,297 shares; 2024Q4: 145,163 shares; 2025Q1: 159,208 shares; 2025Q2: 148,561 shares; 2025Q3: 154,501 shares; 2025Q4: 121,790 shares; 2026Q1: 128,337 shares 128,337 $22.4M 1.8% +6,547 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: 37,062 shares; 2024Q4: 35,332 shares; 2025Q1: 36,724 shares; 2025Q2: 36,841 shares; 2025Q3: 37,721 shares; 2025Q4: 38,079 shares; 2026Q1: 36,206 shares 36,206 $20.9M 1.68% -1,873 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: 111,212 shares; 2024Q4: 95,188 shares; 2025Q1: 102,256 shares; 2025Q2: 92,949 shares; 2025Q3: 101,103 shares; 2025Q4: 94,683 shares; 2026Q1: 96,657 shares 96,657 $20.1M 1.62% +1,974 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,660 shares; 2024Q4: 125,395 shares; 2025Q1: 124,014 shares; 2025Q2: 124,826 shares; 2025Q3: 124,838 shares; 2025Q4: 117,870 shares; 2026Q1: 115,669 shares 115,669 $17.1M 1.38% -2,201 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: 77,062 shares; 2024Q4: 53,776 shares; 2025Q1: 63,325 shares; 2025Q2: 51,479 shares; 2025Q3: 54,192 shares; 2025Q4: 54,087 shares; 2026Q1: 54,103 shares 54,103 $15.6M 1.25% +16 Timeline BIZD 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: 27,693 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088,009 shares; 2026Q1: 1,175,800 shares 1,175,800 $15.1M 1.21% +87,791 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: 66,556 shares; 2024Q4: 66,405 shares; 2025Q1: 65,942 shares; 2025Q2: 60,665 shares; 2025Q3: 60,813 shares; 2025Q4: 58,626 shares; 2026Q1: 58,536 shares 58,536 $14.2M 1.14% -90 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,292 shares; 2024Q4: 39,687 shares; 2025Q1: 26,134 shares; 2025Q2: 24,213 shares; 2025Q3: 24,233 shares; 2025Q4: 21,743 shares; 2026Q1: 21,366 shares 21,366 $13.9M 1.12% -377 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: 94,977 shares; 2024Q4: 93,454 shares; 2025Q1: 94,019 shares; 2025Q2: 87,428 shares; 2025Q3: 87,473 shares; 2025Q4: 84,265 shares; 2026Q1: 81,445 shares 81,445 $13.8M 1.11% -2,820 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235,871 shares; 2025Q2: 309,749 shares; 2025Q3: 348,029 shares; 2025Q4: 367,978 shares; 2026Q1: 373,174 shares 373,174 $13.2M 1.06% +5,196 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612,947 shares; 2024Q4: 2,443,657 shares; 2025Q1: 2,610,059 shares; 2025Q2: 2,385,564 shares; 2025Q3: 2,335,874 shares; 2025Q4: 1,200,133 shares; 2026Q1: 1,180,506 shares 1,180,506 $13.1M 1.05% -19,627 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: 69,706 shares; 2024Q4: 64,319 shares; 2025Q1: 61,211 shares; 2025Q2: 54,950 shares; 2025Q3: 59,916 shares; 2025Q4: 39,490 shares; 2026Q1: 45,430 shares 45,430 $13M 1.05% +5,940 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: 79,738 shares; 2024Q4: 69,719 shares; 2025Q1: 68,546 shares; 2025Q2: 52,161 shares; 2025Q3: 50,750 shares; 2025Q4: 45,715 shares; 2026Q1: 43,452 shares 43,452 $12.8M 1.03% -2,263 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,095 shares; 2024Q4: 28,093 shares; 2025Q1: 27,757 shares; 2025Q2: 27,638 shares; 2025Q3: 27,699 shares; 2025Q4: 27,809 shares; 2026Q1: 27,662 shares 27,662 $11.8M 0.94% -147 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: 60,800 shares; 2024Q4: 61,140 shares; 2025Q1: 63,043 shares; 2025Q2: 60,836 shares; 2025Q3: 59,992 shares; 2025Q4: 50,442 shares; 2026Q1: 51,793 shares 51,793 $11.1M 0.89% +1,351 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: 63,758 shares; 2024Q4: 63,213 shares; 2025Q1: 64,703 shares; 2025Q2: 32,549 shares; 2025Q3: 33,766 shares; 2025Q4: 32,918 shares; 2026Q1: 34,383 shares 34,383 $10.6M 0.85% +1,465 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: 64,099 shares; 2024Q4: 57,242 shares; 2025Q1: 59,664 shares; 2025Q2: 58,864 shares; 2025Q3: 55,378 shares; 2025Q4: 43,920 shares; 2026Q1: 41,047 shares 41,047 $10M 0.81% -2,873 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: 20,560 shares; 2024Q4: 19,653 shares; 2025Q1: 19,721 shares; 2025Q2: 15,878 shares; 2025Q3: 17,148 shares; 2025Q4: 16,444 shares; 2026Q1: 17,079 shares 17,079 $9.77M 0.78% +635 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 25,886 shares; 2025Q1: 121,420 shares; 2025Q2: 108,359 shares; 2025Q3: 112,407 shares; 2025Q4: 19,733 shares; 2026Q1: 21,801 shares 21,801 $9.38M 0.75% +2,068 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $9.34M 0.75% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,720 shares; 2024Q4: 33,492 shares; 2025Q1: 33,912 shares; 2025Q2: 33,123 shares; 2025Q3: 33,574 shares; 2025Q4: 33,395 shares; 2026Q1: 30,322 shares 30,322 $9.06M 0.73% -3,073 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,360 shares; 2024Q4: 33,663 shares; 2025Q1: 45,776 shares; 2025Q2: 113,793 shares; 2025Q3: 136,921 shares; 2025Q4: 170,189 shares; 2026Q1: 165,952 shares 165,952 $8.74M 0.7% -4,237 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245,989 shares; 2024Q4: 1,374,845 shares; 2025Q1: 1,405,884 shares; 2025Q2: 1,316,945 shares; 2025Q3: 983,550 shares; 2025Q4: 796,311 shares; 2026Q1: 793,422 shares 793,422 $8.08M 0.65% -2,889 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: 29,318 shares; 2024Q4: 28,765 shares; 2025Q1: 29,252 shares; 2025Q2: 24,772 shares; 2025Q3: 25,708 shares; 2025Q4: 23,483 shares; 2026Q1: 24,192 shares 24,192 $7.96M 0.64% +709 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: 51,273 shares; 2024Q4: 33,695 shares; 2025Q1: 30,561 shares; 2025Q2: 12,799 shares; 2025Q3: 13,864 shares; 2025Q4: 18,634 shares; 2026Q1: 41,032 shares 41,032 $7.87M 0.63% +22,398 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 12,323 shares; 2025Q1: 13,352 shares; 2025Q2: 13,954 shares; 2025Q3: 14,835 shares; 2025Q4: 14,312 shares; 2026Q1: 13,067 shares 13,067 $7.81M 0.63% -1,245 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: 30,043 shares; 2024Q4: 19,456 shares; 2025Q1: 19,392 shares; 2025Q2: 19,418 shares; 2025Q3: 18,020 shares; 2025Q4: 11,381 shares; 2026Q1: 11,563 shares 11,563 $7.55M 0.61% +182 Timeline IEI 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: 40,008 shares; 2024Q4: 42,470 shares; 2025Q1: 43,376 shares; 2025Q2: 38,739 shares; 2025Q3: 67,319 shares; 2025Q4: 50,768 shares; 2026Q1: 63,006 shares 63,006 $7.47M 0.6% +12,238 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,495 shares; 2024Q4: 74,272 shares; 2025Q1: 73,563 shares; 2025Q2: 73,733 shares; 2025Q3: 71,111 shares; 2025Q4: 70,622 shares; 2026Q1: 69,114 shares 69,114 $7.33M 0.59% -1,508 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710,662 shares; 2024Q4: 1,461,147 shares; 2025Q1: 1,416,970 shares; 2025Q2: 1,086,965 shares; 2025Q3: 1,082,022 shares; 2025Q4: 1,012,784 shares; 2026Q1: 801,305 shares 801,305 $7.32M 0.59% -211,479 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: 15,669 shares; 2024Q4: 16,299 shares; 2025Q1: 18,849 shares; 2025Q2: 19,273 shares; 2025Q3: 20,180 shares; 2025Q4: 20,374 shares; 2026Q1: 19,460 shares 19,460 $7.23M 0.58% -914 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,089 shares; 2025Q1: 133,195 shares; 2025Q2: 156,566 shares; 2025Q3: 172,015 shares; 2025Q4: 167,973 shares; 2026Q1: 171,900 shares 171,900 $6.68M 0.54% +3,927 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,538 shares; 2024Q4: 17,335 shares; 2025Q1: 18,038 shares; 2025Q2: 10,759 shares; 2025Q3: 11,176 shares; 2025Q4: 9,283 shares; 2026Q1: 6,930 shares 6,930 $6.37M 0.51% -2,353 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: 46,363 shares; 2024Q4: 43,060 shares; 2025Q1: 42,177 shares; 2025Q2: 38,379 shares; 2025Q3: 32,756 shares; 2025Q4: 29,428 shares; 2026Q1: 28,467 shares 28,467 $6.19M 0.5% -961 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: 32,746 shares; 2024Q4: 30,409 shares; 2025Q1: 32,362 shares; 2025Q2: 31,280 shares; 2025Q3: 31,128 shares; 2025Q4: 16,964 shares; 2026Q1: 19,316 shares 19,316 $5.84M 0.47% +2,352 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: 36,746 shares; 2024Q4: 36,170 shares; 2025Q1: 37,849 shares; 2025Q2: 36,126 shares; 2025Q3: 38,565 shares; 2025Q4: 36,594 shares; 2026Q1: 38,848 shares 38,848 $5.71M 0.46% +2,254 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: 46,209 shares; 2024Q4: 45,424 shares; 2025Q1: 45,333 shares; 2025Q2: 47,014 shares; 2025Q3: 42,265 shares; 2025Q4: 45,993 shares; 2026Q1: 41,109 shares 41,109 $5.46M 0.44% -4,884 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: 61,506 shares; 2024Q4: 65,086 shares; 2025Q1: 64,274 shares; 2025Q2: 32,623 shares; 2025Q3: 33,186 shares; 2025Q4: 27,065 shares; 2026Q1: 27,544 shares 27,544 $5.4M 0.43% +479 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,171 shares; 2024Q4: 66,609 shares; 2025Q1: 74,556 shares; 2025Q2: 78,443 shares; 2025Q3: 77,181 shares; 2025Q4: 78,420 shares; 2026Q1: 79,815 shares 79,815 $5.39M 0.43% +1,395 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: 82,799 shares; 2024Q4: 71,671 shares; 2025Q1: 67,976 shares; 2025Q2: 58,114 shares; 2025Q3: 54,770 shares; 2025Q4: 54,111 shares; 2026Q1: 58,814 shares 58,814 $5.32M 0.43% +4,703 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: 24,630 shares; 2024Q4: 26,286 shares; 2025Q1: 30,803 shares; 2025Q2: 32,073 shares; 2025Q3: 31,916 shares; 2025Q4: 40,320 shares; 2026Q1: 41,638 shares 41,638 $5.18M 0.42% +1,318 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,010 shares; 2024Q4: 557,668 shares; 2025Q1: 537,002 shares; 2025Q2: 282,142 shares; 2025Q3: 539,523 shares; 2025Q4: 454,372 shares; 2026Q1: 440,497 shares 440,497 $4.91M 0.39% -13,875 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222,558 shares; 2024Q4: 1,432,456 shares; 2025Q1: 1,472,609 shares; 2025Q2: 1,333,693 shares; 2025Q3: 1,225,952 shares; 2025Q4: 1,175,098 shares; 2026Q1: 1,296,553 shares 1,296,553 $4.68M 0.38% +121,455 Timeline SOXX 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: 5,602 shares; 2024Q4: 5,924 shares; 2025Q1: 16,325 shares; 2025Q2: 13,721 shares; 2025Q3: 13,721 shares; 2025Q4: 13,860 shares; 2026Q1: 14,011 shares 14,011 $4.6M 0.37% +151 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,760 shares; 2024Q4: 59,225 shares; 2025Q1: 56,302 shares; 2025Q2: 50,229 shares; 2025Q3: 51,434 shares; 2025Q4: 43,052 shares; 2026Q1: 37,437 shares 37,437 $4.3M 0.35% -5,615 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,758 shares; 2024Q4: 27,375 shares; 2025Q1: 29,908 shares; 2025Q2: 29,708 shares; 2025Q3: 29,815 shares; 2025Q4: 13,243 shares; 2026Q1: 13,323 shares 13,323 $4.27M 0.34% +80 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: 45,658 shares; 2024Q4: 39,696 shares; 2025Q1: 42,978 shares; 2025Q2: 32,046 shares; 2025Q3: 40,938 shares; 2025Q4: 36,951 shares; 2026Q1: 33,353 shares 33,353 $4.15M 0.33% -3,598 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: 56,156 shares; 2024Q4: 55,881 shares; 2025Q1: 59,066 shares; 2025Q2: 53,252 shares; 2025Q3: 54,328 shares; 2025Q4: 43,656 shares; 2026Q1: 50,966 shares 50,966 $3.9M 0.31% +7,310 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: 18,631 shares; 2024Q4: 17,914 shares; 2025Q1: 17,728 shares; 2025Q2: 15,527 shares; 2025Q3: 15,712 shares; 2025Q4: 16,139 shares; 2026Q1: 19,747 shares 19,747 $3.83M 0.31% +3,608 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,759 shares; 2025Q2: 98,710 shares; 2025Q3: 103,647 shares; 2025Q4: 101,972 shares; 2026Q1: 103,085 shares 103,085 $3.79M 0.3% +1,113 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: 35,078 shares; 2024Q4: 31,537 shares; 2025Q1: 27,530 shares; 2025Q2: 24,119 shares; 2025Q3: 26,754 shares; 2025Q4: 21,347 shares; 2026Q1: 17,782 shares 17,782 $3.68M 0.3% -3,565 Timeline XLG 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: 82,451 shares; 2024Q4: 80,325 shares; 2025Q1: 80,538 shares; 2025Q2: 76,676 shares; 2025Q3: 81,163 shares; 2025Q4: 80,071 shares; 2026Q1: 66,577 shares 66,577 $3.63M 0.29% -13,494 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: 51,977 shares; 2024Q4: 49,559 shares; 2025Q1: 48,504 shares; 2025Q2: 47,323 shares; 2025Q3: 46,972 shares; 2025Q4: 45,340 shares; 2026Q1: 45,285 shares 45,285 $3.61M 0.29% -55 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: 13,865 shares; 2024Q4: 13,858 shares; 2025Q1: 13,921 shares; 2025Q2: 12,902 shares; 2025Q3: 13,093 shares; 2025Q4: 13,771 shares; 2026Q1: 14,747 shares 14,747 $3.58M 0.29% +976 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: 3,833 shares; 2024Q4: 6,159 shares; 2025Q1: 8,911 shares; 2025Q2: 8,447 shares; 2025Q3: 11,649 shares; 2025Q4: 10,902 shares; 2026Q1: 10,570 shares 10,570 $3.57M 0.29% -332 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,145 shares; 2024Q4: 16,502 shares; 2025Q1: 16,579 shares; 2025Q2: 16,576 shares; 2025Q3: 18,146 shares; 2025Q4: 19,457 shares; 2026Q1: 22,895 shares 22,895 $3.55M 0.29% +3,438 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,541 shares; 2025Q2: 421,763 shares; 2025Q3: 411,984 shares; 2025Q4: 399,940 shares; 2026Q1: 393,168 shares 393,168 $3.49M 0.28% -6,772 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: 50,834 shares; 2024Q4: 49,350 shares; 2025Q1: 48,553 shares; 2025Q2: 34,067 shares; 2025Q3: 34,068 shares; 2025Q4: 29,539 shares; 2026Q1: 27,225 shares 27,225 $3.48M 0.28% -2,314 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: 12,588 shares; 2024Q4: 12,582 shares; 2025Q1: 12,895 shares; 2025Q2: 14,234 shares; 2025Q3: 16,192 shares; 2025Q4: 17,431 shares; 2026Q1: 18,971 shares 18,971 $3.46M 0.28% +1,540 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,217 shares; 2025Q2: 13,762 shares; 2025Q3: 29,183 shares; 2025Q4: 47,792 shares; 2026Q1: 73,494 shares 73,494 $3.45M 0.28% +25,702 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,317 shares; 2024Q4: 35,294 shares; 2025Q1: 35,324 shares; 2025Q2: 35,676 shares; 2025Q3: 36,255 shares; 2025Q4: 35,849 shares; 2026Q1: 36,253 shares 36,253 $3.38M 0.27% +404 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: 45,981 shares; 2024Q4: 40,700 shares; 2025Q1: 46,851 shares; 2025Q2: 54,677 shares; 2025Q3: 58,107 shares; 2025Q4: 53,037 shares; 2026Q1: 47,861 shares 47,861 $3.34M 0.27% -5,176 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,648 shares; 2024Q4: 397,809 shares; 2025Q1: 254,629 shares; 2025Q2: 148,660 shares; 2025Q3: 149,747 shares; 2025Q4: 137,934 shares; 2026Q1: 139,077 shares 139,077 $3.29M 0.26% +1,143 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: 199,762 shares; 2024Q4: 195,797 shares; 2025Q1: 101,072 shares; 2025Q2: 57,576 shares; 2025Q3: 59,529 shares; 2025Q4: 56,657 shares; 2026Q1: 54,309 shares 54,309 $3.29M 0.26% -2,348 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: 144,434 shares; 2024Q4: 176,441 shares; 2025Q1: 201,783 shares; 2025Q2: 121,677 shares; 2025Q3: 123,100 shares; 2025Q4: 71,670 shares; 2026Q1: 66,393 shares 66,393 $3.28M 0.26% -5,277 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: 19,469 shares; 2024Q4: 15,844 shares; 2025Q1: 17,400 shares; 2025Q2: 22,387 shares; 2025Q3: 23,003 shares; 2025Q4: 15,510 shares; 2026Q1: 17,030 shares 17,030 $3.27M 0.26% +1,520 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: 25,626 shares; 2024Q4: 25,246 shares; 2025Q1: 24,087 shares; 2025Q2: 24,441 shares; 2025Q3: 23,828 shares; 2025Q4: 25,754 shares; 2026Q1: 19,755 shares 19,755 $3.25M 0.26% -5,999 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: 45,917 shares; 2024Q4: 39,175 shares; 2025Q1: 38,262 shares; 2025Q2: 37,829 shares; 2025Q3: 36,231 shares; 2025Q4: 29,026 shares; 2026Q1: 28,678 shares 28,678 $3.24M 0.26% -348 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: 16,390 shares; 2024Q4: 16,271 shares; 2025Q1: 20,188 shares; 2025Q2: 16,381 shares; 2025Q3: 15,208 shares; 2025Q4: 12,697 shares; 2026Q1: 14,254 shares 14,254 $3.22M 0.26% +1,557 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: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 2,406 shares; 2025Q2: 4,002 shares; 2025Q3: 3,991 shares; 2025Q4: 3,984 shares; 2026Q1: 2,923 shares 2,923 $3.19M 0.26% -1,061 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,154 shares; 2025Q1: 6,297 shares; 2025Q2: 6,271 shares; 2025Q3: 6,337 shares; 2025Q4: 5,413 shares; 2026Q1: 4,558 shares 4,558 $3.18M 0.26% -855 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: 599,979 shares; 2024Q4: 576,706 shares; 2025Q1: 585,745 shares; 2025Q2: 566,212 shares; 2025Q3: 526,895 shares; 2025Q4: 366,777 shares; 2026Q1: 316,844 shares 316,844 $3.18M 0.26% -49,933 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: 32,153 shares; 2024Q4: 31,362 shares; 2025Q1: 32,332 shares; 2025Q2: 22,482 shares; 2025Q3: 23,555 shares; 2025Q4: 21,006 shares; 2026Q1: 21,613 shares 21,613 $3.12M 0.25% +607 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,040 shares; 2024Q4: 153,307 shares; 2025Q1: 147,596 shares; 2025Q2: 111,977 shares; 2025Q3: 112,617 shares; 2025Q4: 110,885 shares; 2026Q1: 110,188 shares 110,188 $3.06M 0.25% -697 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,679 shares; 2024Q4: 13,326 shares; 2025Q1: 6,385 shares; 2025Q2: 6,108 shares; 2025Q3: 5,970 shares; 2025Q4: 6,026 shares; 2026Q1: 6,565 shares 6,565 $3.04M 0.24% +539 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 9,984 shares; 2025Q1: 11,199 shares; 2025Q2: 10,020 shares; 2025Q3: 10,660 shares; 2025Q4: 10,279 shares; 2026Q1: 10,714 shares 10,714 $3.04M 0.24% +435 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: 3,200 shares; 2024Q4: 3,040 shares; 2025Q1: 3,248 shares; 2025Q2: 3,082 shares; 2025Q3: 3,290 shares; 2025Q4: 3,309 shares; 2026Q1: 3,480 shares 3,480 $3.04M 0.24% +171 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,205 shares; 2024Q4: 93,543 shares; 2025Q1: 80,042 shares; 2025Q2: 96,599 shares; 2025Q3: 102,023 shares; 2025Q4: 90,062 shares; 2026Q1: 79,005 shares 79,005 $3.04M 0.24% -11,057 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: 3,925 shares; 2024Q4: 3,587 shares; 2025Q1: 3,479 shares; 2025Q2: 3,338 shares; 2025Q3: 3,131 shares; 2025Q4: 26,602 shares; 2026Q1: 31,058 shares 31,058 $2.99M 0.24% +4,456 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: 9,653 shares; 2024Q4: 9,656 shares; 2025Q1: 10,158 shares; 2025Q2: 9,810 shares; 2025Q3: 9,989 shares; 2025Q4: 7,953 shares; 2026Q1: 6,832 shares 6,832 $2.98M 0.24% -1,121 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,111 shares; 2025Q2: 75,005 shares; 2025Q3: 96,858 shares; 2025Q4: 107,990 shares; 2026Q1: 108,712 shares 108,712 $2.92M 0.23% +722 Timeline DVY 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: 20,544 shares; 2024Q4: 19,375 shares; 2025Q1: 19,347 shares; 2025Q2: 19,350 shares; 2025Q3: 19,341 shares; 2025Q4: 18,684 shares; 2026Q1: 19,187 shares 19,187 $2.91M 0.23% +503 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: 30,248 shares; 2024Q4: 30,217 shares; 2025Q1: 30,107 shares; 2025Q2: 27,864 shares; 2025Q3: 27,551 shares; 2025Q4: 25,248 shares; 2026Q1: 17,645 shares 17,645 $2.82M 0.23% -7,603 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: 5,555 shares; 2024Q4: 6,068 shares; 2025Q1: 7,190 shares; 2025Q2: 6,801 shares; 2025Q3: 7,135 shares; 2025Q4: 5,904 shares; 2026Q1: 5,608 shares 5,608 $2.8M 0.22% -296 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: 20,652 shares; 2024Q4: 20,725 shares; 2025Q1: 21,290 shares; 2025Q2: 21,901 shares; 2025Q3: 22,958 shares; 2025Q4: 23,821 shares; 2026Q1: 25,575 shares 25,575 $2.73M 0.22% +1,754 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 8,287 shares; 2025Q1: 5,024 shares; 2025Q2: 7,468 shares; 2025Q3: 7,859 shares; 2025Q4: 13,125 shares; 2026Q1: 29,780 shares 29,780 $2.73M 0.22% +16,655 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: 2,399 shares; 2024Q4: 2,379 shares; 2025Q1: 2,578 shares; 2025Q2: 2,461 shares; 2025Q3: 2,521 shares; 2025Q4: 2,586 shares; 2026Q1: 3,207 shares 3,207 $2.71M 0.22% +621 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: 5,337 shares; 2024Q4: 5,258 shares; 2025Q1: 5,447 shares; 2025Q2: 5,239 shares; 2025Q3: 4,922 shares; 2025Q4: 5,919 shares; 2026Q1: 7,979 shares 7,979 $2.7M 0.22% +2,060 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: 65,801 shares; 2024Q4: 61,874 shares; 2025Q1: 60,835 shares; 2025Q2: 41,030 shares; 2025Q3: 40,823 shares; 2025Q4: 77,484 shares; 2026Q1: 43,767 shares 43,767 $2.68M 0.22% -33,717 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,816 shares; 2024Q4: 13,776 shares; 2025Q1: 12,930 shares; 2025Q2: 14,203 shares; 2025Q3: 14,046 shares; 2025Q4: 12,986 shares; 2026Q1: 13,867 shares 13,867 $2.63M 0.21% +881 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: 68,408 shares; 2024Q4: 61,440 shares; 2025Q1: 68,985 shares; 2025Q2: 62,778 shares; 2025Q3: 64,251 shares; 2025Q4: 53,543 shares; 2026Q1: 53,666 shares 53,666 $2.62M 0.21% +123 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366,468 shares; 2025Q2: 286,703 shares; 2025Q3: 220,103 shares; 2025Q4: 175,867 shares; 2026Q1: 156,509 shares 156,509 $2.61M 0.21% -19,358 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: 3,117 shares; 2024Q4: 3,167 shares; 2025Q1: 3,137 shares; 2025Q2: 3,076 shares; 2025Q3: 2,994 shares; 2025Q4: 2,037 shares; 2026Q1: 2,575 shares 2,575 $2.57M 0.21% +538 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: 46,323 shares; 2024Q4: 46,232 shares; 2025Q1: 54,193 shares; 2025Q2: 57,786 shares; 2025Q3: 55,358 shares; 2025Q4: 26,003 shares; 2026Q1: 23,102 shares 23,102 $2.56M 0.21% -2,901 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: 5,474 shares; 2024Q4: 5,467 shares; 2025Q1: 5,498 shares; 2025Q2: 5,620 shares; 2025Q3: 5,663 shares; 2025Q4: 5,630 shares; 2026Q1: 5,813 shares 5,813 $2.54M 0.2% +183 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: 42,955 shares; 2024Q4: 39,721 shares; 2025Q1: 42,495 shares; 2025Q2: 28,296 shares; 2025Q3: 27,774 shares; 2025Q4: 24,890 shares; 2026Q1: 27,299 shares 27,299 $2.54M 0.2% +2,409 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: 8,383 shares; 2024Q4: 7,385 shares; 2025Q1: 7,454 shares; 2025Q2: 9,761 shares; 2025Q3: 11,980 shares; 2025Q4: 11,206 shares; 2026Q1: 15,017 shares 15,017 $2.48M 0.2% +3,811 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: 17,450 shares; 2024Q4: 18,149 shares; 2025Q1: 18,107 shares; 2025Q2: 18,061 shares; 2025Q3: 18,061 shares; 2025Q4: 18,160 shares; 2026Q1: 18,061 shares 18,061 $2.45M 0.2% -99 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: 4,082 shares; 2024Q4: 3,903 shares; 2025Q1: 3,838 shares; 2025Q2: 5,293 shares; 2025Q3: 5,799 shares; 2025Q4: 7,229 shares; 2026Q1: 7,398 shares 7,398 $2.41M 0.19% +169 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: 7,725 shares; 2024Q4: 10,138 shares; 2025Q1: 9,842 shares; 2025Q2: 9,423 shares; 2025Q3: 9,367 shares; 2025Q4: 8,373 shares; 2026Q1: 8,390 shares 8,390 $2.41M 0.19% +17 Timeline IBTI 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: 269,098 shares; 2024Q4: 228,248 shares; 2025Q1: 219,177 shares; 2025Q2: 123,550 shares; 2025Q3: 118,550 shares; 2025Q4: 115,550 shares; 2026Q1: 106,150 shares 106,150 $2.37M 0.19% -9,400 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: 9,530 shares; 2024Q4: 8,020 shares; 2025Q1: 9,395 shares; 2025Q2: 11,614 shares; 2025Q3: 12,461 shares; 2025Q4: 11,863 shares; 2026Q1: 11,138 shares 11,138 $2.35M 0.19% -725 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: 5,558 shares; 2024Q4: 5,761 shares; 2025Q1: 5,605 shares; 2025Q2: 6,523 shares; 2025Q3: 8,406 shares; 2025Q4: 6,127 shares; 2026Q1: 6,592 shares 6,592 $2.35M 0.19% +465 Timeline TLTW 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: 15,504 shares; 2024Q4: 16,928 shares; 2025Q1: 20,047 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,300 shares 103,300 $2.34M 0.19% new 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: 22,019 shares; 2024Q4: 23,251 shares; 2025Q1: 17,391 shares; 2025Q2: 15,877 shares; 2025Q3: 14,756 shares; 2025Q4: 13,581 shares; 2026Q1: 11,134 shares 11,134 $2.33M 0.19% -2,447 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,031 shares; 2025Q3: 89,050 shares; 2025Q4: 90,851 shares; 2026Q1: 89,762 shares 89,762 $2.22M 0.18% -1,089 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: 24,654 shares; 2024Q4: 23,078 shares; 2025Q1: 23,071 shares; 2025Q2: 16,720 shares; 2025Q3: 15,939 shares; 2025Q4: 11,929 shares; 2026Q1: 11,307 shares 11,307 $2.18M 0.18% -622 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,451 shares; 2024Q4: 17,915 shares; 2025Q1: 18,066 shares; 2025Q2: 17,800 shares; 2025Q3: 18,072 shares; 2025Q4: 18,417 shares; 2026Q1: 13,726 shares 13,726 $2.16M 0.17% -4,691 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,026 shares; 2025Q1: 2,164 shares; 2025Q2: 2,093 shares; 2025Q3: 4,677 shares; 2025Q4: 29,410 shares; 2026Q1: 32,921 shares 32,921 $2.15M 0.17% +3,511 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,866 shares; 2024Q4: 10,958 shares; 2025Q1: 10,985 shares; 2025Q2: 10,321 shares; 2025Q3: 10,322 shares; 2025Q4: 13,367 shares; 2026Q1: 12,659 shares 12,659 $2.14M 0.17% -708 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: 26,426 shares; 2024Q4: 26,092 shares; 2025Q1: 26,737 shares; 2025Q2: 15,998 shares; 2025Q3: 15,329 shares; 2025Q4: 13,182 shares; 2026Q1: 10,437 shares 10,437 $2.12M 0.17% -2,745 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,558 shares; 2024Q4: 34,072 shares; 2025Q1: 34,241 shares; 2025Q2: 17,822 shares; 2025Q3: 17,762 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $2.12M 0.17% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 423,784 shares; 2025Q2: 714,104 shares; 2025Q3: 715,793 shares; 2025Q4: 420,509 shares; 2026Q1: 271,158 shares 271,158 $2.1M 0.17% -149,351 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 8,399 shares; 2025Q1: 8,552 shares; 2025Q2: 6,288 shares; 2025Q3: 4,771 shares; 2025Q4: 3,118 shares; 2026Q1: 8,368 shares 8,368 $2.08M 0.17% +5,250 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: 6,991 shares; 2024Q4: 6,274 shares; 2025Q1: 6,372 shares; 2025Q2: 10,183 shares; 2025Q3: 9,438 shares; 2025Q4: 5,451 shares; 2026Q1: 4,867 shares 4,867 $2.08M 0.17% -584 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: 1,670 shares; 2024Q4: 2,212 shares; 2025Q1: 2,385 shares; 2025Q2: 2,395 shares; 2025Q3: 2,469 shares; 2025Q4: 2,245 shares; 2026Q1: 1,566 shares 1,566 $2.07M 0.17% -679 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: 109,334 shares; 2024Q4: 59,706 shares; 2025Q1: 55,857 shares; 2025Q2: 50,699 shares; 2025Q3: 43,654 shares; 2025Q4: 40,426 shares; 2026Q1: 44,652 shares 44,652 $2.06M 0.17% +4,226 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: 52,581 shares; 2024Q4: 52,972 shares; 2025Q1: 51,499 shares; 2025Q2: 50,056 shares; 2025Q3: 37,804 shares; 2025Q4: 15,998 shares; 2026Q1: 14,022 shares 14,022 $2.06M 0.17% -1,976 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: 30,877 shares; 2024Q4: 29,771 shares; 2025Q1: 31,390 shares; 2025Q2: 13,987 shares; 2025Q3: 15,156 shares; 2025Q4: 14,069 shares; 2026Q1: 13,032 shares 13,032 $2.02M 0.16% -1,037 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,646 shares; 2024Q4: 38,280 shares; 2025Q1: 38,331 shares; 2025Q2: 32,745 shares; 2025Q3: 32,249 shares; 2025Q4: 27,382 shares; 2026Q1: 20,990 shares 20,990 $2.02M 0.16% -6,392 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: 46,414 shares; 2024Q4: 45,126 shares; 2025Q1: 48,804 shares; 2025Q2: 33,905 shares; 2025Q3: 35,286 shares; 2025Q4: 28,110 shares; 2026Q1: 25,713 shares 25,713 $2M 0.16% -2,397 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: 71,555 shares; 2024Q4: 61,911 shares; 2025Q1: 60,344 shares; 2025Q2: 31,738 shares; 2025Q3: 29,924 shares; 2025Q4: 29,127 shares; 2026Q1: 22,752 shares 22,752 $1.97M 0.16% -6,375 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,870 shares; 2024Q4: 30,870 shares; 2025Q1: 30,872 shares; 2025Q2: 30,891 shares; 2025Q3: 30,954 shares; 2025Q4: 30,959 shares; 2026Q1: 31,035 shares 31,035 $1.95M 0.16% +76 Timeline SPGP 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: 18,358 shares; 2024Q4: 18,398 shares; 2025Q1: 17,992 shares; 2025Q2: 18,036 shares; 2025Q3: 18,039 shares; 2025Q4: 18,092 shares; 2026Q1: 17,885 shares 17,885 $1.92M 0.15% -207 Timeline SPYV 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: 17,981 shares; 2024Q4: 19,073 shares; 2025Q1: 22,120 shares; 2025Q2: 25,219 shares; 2025Q3: 25,191 shares; 2025Q4: 23,860 shares; 2026Q1: 33,838 shares 33,838 $1.91M 0.15% +9,978 Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: 9,900 shares; 2025Q2: 11,944 shares; 2025Q3: 11,944 shares; 2025Q4: 14,510 shares; 2026Q1: 17,423 shares 17,423 $1.91M 0.15% +2,913 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: 78,992 shares; 2024Q4: 50,262 shares; 2025Q1: 50,238 shares; 2025Q2: 50,917 shares; 2025Q3: 56,729 shares; 2025Q4: 36,319 shares; 2026Q1: 32,568 shares 32,568 $1.89M 0.15% -3,751 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: 19,321 shares; 2024Q4: 19,437 shares; 2025Q1: 19,741 shares; 2025Q2: 17,540 shares; 2025Q3: 17,112 shares; 2025Q4: 14,976 shares; 2026Q1: 10,911 shares 10,911 $1.89M 0.15% -4,065 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,062 shares; 2024Q4: 18,148 shares; 2025Q1: 18,182 shares; 2025Q2: 17,836 shares; 2025Q3: 17,936 shares; 2025Q4: 17,141 shares; 2026Q1: 15,390 shares 15,390 $1.86M 0.15% -1,751 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: 6,034 shares; 2024Q4: 5,928 shares; 2025Q1: 6,207 shares; 2025Q2: 6,149 shares; 2025Q3: 6,120 shares; 2025Q4: 6,096 shares; 2026Q1: 6,095 shares 6,095 $1.84M 0.15% -1 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: 31,693 shares; 2024Q4: 18,884 shares; 2025Q1: 19,529 shares; 2025Q2: 21,247 shares; 2025Q3: 38,642 shares; 2025Q4: 40,120 shares; 2026Q1: 40,329 shares 40,329 $1.78M 0.14% +209 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: 12,817 shares; 2024Q4: 13,954 shares; 2025Q1: 13,669 shares; 2025Q2: 11,952 shares; 2025Q3: 12,045 shares; 2025Q4: 13,142 shares; 2026Q1: 13,387 shares 13,387 $1.77M 0.14% +245 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: 9,420 shares; 2024Q4: 9,028 shares; 2025Q1: 11,463 shares; 2025Q2: 10,566 shares; 2025Q3: 8,650 shares; 2025Q4: 16,591 shares; 2026Q1: 33,609 shares 33,609 $1.77M 0.14% +17,018 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: 35,637 shares; 2024Q4: 19,509 shares; 2025Q1: 19,077 shares; 2025Q2: 20,901 shares; 2025Q3: 19,505 shares; 2025Q4: 17,951 shares; 2026Q1: 15,563 shares 15,563 $1.76M 0.14% -2,388 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,458 shares; 2024Q4: 88,183 shares; 2025Q1: 88,871 shares; 2025Q2: 84,992 shares; 2025Q3: 81,664 shares; 2025Q4: 27,562 shares; 2026Q1: 23,318 shares 23,318 $1.75M 0.14% -4,244 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: 17,429 shares; 2024Q4: 12,335 shares; 2025Q1: 12,907 shares; 2025Q2: 12,113 shares; 2025Q3: 11,174 shares; 2025Q4: 7,985 shares; 2026Q1: 4,805 shares 4,805 $1.72M 0.14% -3,180 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: 22,422 shares; 2024Q4: 20,500 shares; 2025Q1: 20,914 shares; 2025Q2: 20,782 shares; 2025Q3: 20,179 shares; 2025Q4: 16,716 shares; 2026Q1: 15,622 shares 15,622 $1.7M 0.14% -1,094 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,188 shares; 2025Q3: 11,423 shares; 2025Q4: 13,488 shares; 2026Q1: 15,710 shares 15,710 $1.7M 0.14% +2,222 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: 6,407 shares; 2024Q4: 5,456 shares; 2025Q1: 10,206 shares; 2025Q2: 11,038 shares; 2025Q3: 11,685 shares; 2025Q4: 15,632 shares; 2026Q1: 26,406 shares 26,406 $1.69M 0.14% +10,774 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,473 shares; 2025Q2: 31,540 shares; 2025Q3: 31,779 shares; 2025Q4: 31,428 shares; 2026Q1: 30,408 shares 30,408 $1.68M 0.13% -1,020 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,801 shares; 2024Q4: 40,228 shares; 2025Q1: 45,278 shares; 2025Q2: 48,231 shares; 2025Q3: 47,477 shares; 2025Q4: 48,823 shares; 2026Q1: 54,269 shares 54,269 $1.66M 0.13% +5,446 Timeline GPZ 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: 26,595 shares; 2026Q1: 77,451 shares 77,451 $1.66M 0.13% +50,856 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,100 shares; 2025Q2: 29,275 shares; 2025Q3: 30,357 shares; 2025Q4: 34,380 shares; 2026Q1: 34,517 shares 34,517 $1.65M 0.13% +137 Timeline FTCB 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: 58,225 shares; 2025Q3: 79,182 shares; 2025Q4: 79,097 shares; 2026Q1: 78,536 shares 78,536 $1.65M 0.13% -561 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: 8,996 shares; 2024Q4: 4,686 shares; 2025Q1: 7,694 shares; 2025Q2: 5,774 shares; 2025Q3: 8,277 shares; 2025Q4: 6,713 shares; 2026Q1: 8,073 shares 8,073 $1.64M 0.13% +1,360 Timeline AVUV 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: 26,807 shares; 2024Q4: 27,531 shares; 2025Q1: 29,750 shares; 2025Q2: 31,347 shares; 2025Q3: 25,818 shares; 2025Q4: 12,865 shares; 2026Q1: 14,818 shares 14,818 $1.64M 0.13% +1,953 Timeline JEPQ 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: 29,135 shares; 2024Q4: 32,863 shares; 2025Q1: 44,109 shares; 2025Q2: 38,104 shares; 2025Q3: 32,054 shares; 2025Q4: 30,143 shares; 2026Q1: 29,055 shares 29,055 $1.61M 0.13% -1,088 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 11,164 shares; 2025Q1: 11,188 shares; 2025Q2: 10,479 shares; 2025Q3: 9,060 shares; 2025Q4: 10,612 shares; 2026Q1: 9,301 shares 9,301 $1.61M 0.13% -1,311 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: 5,133 shares; 2024Q4: 2,729 shares; 2025Q1: 5,729 shares; 2025Q2: 3,079 shares; 2025Q3: 5,794 shares; 2025Q4: 7,733 shares; 2026Q1: 10,179 shares 10,179 $1.6M 0.13% +2,446 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: 10,595 shares; 2024Q4: 12,844 shares; 2025Q1: 17,517 shares; 2025Q2: 17,311 shares; 2025Q3: 20,034 shares; 2025Q4: 17,954 shares; 2026Q1: 18,047 shares 18,047 $1.59M 0.13% +93 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: 33,495 shares; 2024Q4: 31,314 shares; 2025Q1: 32,875 shares; 2025Q2: 29,012 shares; 2025Q3: 28,779 shares; 2025Q4: 21,813 shares; 2026Q1: 20,784 shares 20,784 $1.58M 0.13% -1,029 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: 4,277 shares; 2024Q4: 3,775 shares; 2025Q1: 3,852 shares; 2025Q2: 4,048 shares; 2025Q3: 28,784 shares; 2025Q4: 20,600 shares; 2026Q1: 18,861 shares 18,861 $1.56M 0.13% -1,739 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: 16,973 shares; 2024Q4: 17,961 shares; 2025Q1: 16,950 shares; 2025Q2: 16,278 shares; 2025Q3: 16,077 shares; 2025Q4: 5,590 shares; 2026Q1: 22,154 shares 22,154 $1.56M 0.13% +16,564 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,328 shares; 2024Q4: 34,750 shares; 2025Q1: 34,741 shares; 2025Q2: 35,694 shares; 2025Q3: 37,373 shares; 2025Q4: 35,204 shares; 2026Q1: 32,957 shares 32,957 $1.55M 0.12% -2,247 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: 9,489 shares; 2024Q4: 12,496 shares; 2025Q1: 12,637 shares; 2025Q2: 12,141 shares; 2025Q3: 11,524 shares; 2025Q4: 6,041 shares; 2026Q1: 5,860 shares 5,860 $1.53M 0.12% -181 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,427 shares; 2024Q4: 30,225 shares; 2025Q1: 30,310 shares; 2025Q2: 34,887 shares; 2025Q3: 37,213 shares; 2025Q4: 49,481 shares; 2026Q1: 46,626 shares 46,626 $1.53M 0.12% -2,855 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,550 shares; 2024Q4: 7,691 shares; 2025Q1: 7,370 shares; 2025Q2: 4,982 shares; 2025Q3: 5,011 shares; 2025Q4: 4,829 shares; 2026Q1: 5,452 shares 5,452 $1.52M 0.12% +623 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: 11,160 shares; 2024Q4: 10,659 shares; 2025Q1: 7,529 shares; 2025Q2: 6,353 shares; 2025Q3: 6,265 shares; 2025Q4: 4,318 shares; 2026Q1: 4,263 shares 4,263 $1.5M 0.12% -55 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,383 shares; 2024Q4: 35,803 shares; 2025Q1: 39,174 shares; 2025Q2: 32,107 shares; 2025Q3: 31,063 shares; 2025Q4: 25,363 shares; 2026Q1: 26,333 shares 26,333 $1.49M 0.12% +970 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: not reported; 2025Q1: 2,716 shares; 2025Q2: 8,870 shares; 2025Q3: 10,071 shares; 2025Q4: 13,885 shares; 2026Q1: 12,043 shares 12,043 $1.48M 0.12% -1,842 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: 10,459 shares; 2024Q4: 10,577 shares; 2025Q1: 10,375 shares; 2025Q2: 8,984 shares; 2025Q3: 9,006 shares; 2025Q4: 9,103 shares; 2026Q1: 9,118 shares 9,118 $1.47M 0.12% +15 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: 7,476 shares 7,476 $1.47M 0.12% new 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: 13,303 shares; 2024Q4: 6,200 shares; 2025Q1: 5,439 shares; 2025Q2: 5,704 shares; 2025Q3: 5,471 shares; 2025Q4: 6,665 shares; 2026Q1: 7,887 shares 7,887 $1.47M 0.12% +1,222 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: 5,730 shares; 2024Q4: 5,942 shares; 2025Q1: 5,115 shares; 2025Q2: 8,008 shares; 2025Q3: 10,906 shares; 2025Q4: 14,276 shares; 2026Q1: 25,177 shares 25,177 $1.47M 0.12% +10,901 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 6,858 shares; 2025Q1: 7,020 shares; 2025Q2: 6,184 shares; 2025Q3: 6,221 shares; 2025Q4: 6,001 shares; 2026Q1: 6,224 shares 6,224 $1.47M 0.12% +223 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 15,893 shares; 2025Q1: 15,895 shares; 2025Q2: 15,894 shares; 2025Q3: 15,924 shares; 2025Q4: 17,713 shares; 2026Q1: 17,713 shares 17,713 $1.44M 0.12% 0 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: 17,883 shares; 2024Q4: 51,804 shares; 2025Q1: 49,932 shares; 2025Q2: 47,791 shares; 2025Q3: 49,671 shares; 2025Q4: 49,201 shares; 2026Q1: 55,943 shares 55,943 $1.43M 0.12% +6,742 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: 69,609 shares; 2024Q4: 63,113 shares; 2025Q1: 76,791 shares; 2025Q2: 30,960 shares; 2025Q3: 33,658 shares; 2025Q4: 29,934 shares; 2026Q1: 49,804 shares 49,804 $1.43M 0.11% +19,870 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: 31,500 shares; 2024Q4: 21,563 shares; 2025Q1: 16,859 shares; 2025Q2: 16,863 shares; 2025Q3: 16,868 shares; 2025Q4: 10,301 shares; 2026Q1: 10,070 shares 10,070 $1.42M 0.11% -231 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,674 shares; 2025Q1: 3,948 shares; 2025Q2: 5,984 shares; 2025Q3: 7,421 shares; 2025Q4: 8,863 shares; 2026Q1: 11,863 shares 11,863 $1.41M 0.11% +3,000 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: 4,595 shares; 2025Q2: 8,087 shares; 2025Q3: 10,575 shares; 2025Q4: 10,635 shares; 2026Q1: 9,527 shares 9,527 $1.39M 0.11% -1,108 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: 10,433 shares; 2024Q4: 10,388 shares; 2025Q1: 10,402 shares; 2025Q2: 10,153 shares; 2025Q3: 9,663 shares; 2025Q4: 9,227 shares; 2026Q1: 9,093 shares 9,093 $1.39M 0.11% -134 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,873 shares; 2025Q3: 10,373 shares; 2025Q4: 18,162 shares; 2026Q1: 18,848 shares 18,848 $1.38M 0.11% +686 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,101 shares; 2024Q4: 61,553 shares; 2025Q1: 61,204 shares; 2025Q2: 17,607 shares; 2025Q3: 20,727 shares; 2025Q4: 20,634 shares; 2026Q1: 18,477 shares 18,477 $1.38M 0.11% -2,157 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: 15,136 shares; 2026Q1: 23,953 shares 23,953 $1.36M 0.11% +8,817 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: 9,810 shares; 2024Q4: 10,942 shares; 2025Q1: 11,353 shares; 2025Q2: 10,656 shares; 2025Q3: 10,074 shares; 2025Q4: 6,916 shares; 2026Q1: 4,147 shares 4,147 $1.36M 0.11% -2,769 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: 3,700 shares; 2024Q4: 3,936 shares; 2025Q1: 4,504 shares; 2025Q2: 3,471 shares; 2025Q3: 4,570 shares; 2025Q4: 7,339 shares; 2026Q1: 10,653 shares 10,653 $1.35M 0.11% +3,314 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: 15,569 shares; 2024Q4: 13,819 shares; 2025Q1: 14,115 shares; 2025Q2: 5,504 shares; 2025Q3: 5,442 shares; 2025Q4: 4,270 shares; 2026Q1: 4,327 shares 4,327 $1.34M 0.11% +57 Timeline IUSV 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: 5,987 shares; 2024Q4: 6,486 shares; 2025Q1: 8,203 shares; 2025Q2: 7,099 shares; 2025Q3: 7,641 shares; 2025Q4: 12,495 shares; 2026Q1: 13,101 shares 13,101 $1.34M 0.11% +606 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,993 shares; 2025Q2: 23,123 shares; 2025Q3: 24,543 shares; 2025Q4: 23,743 shares; 2026Q1: 27,189 shares 27,189 $1.32M 0.11% +3,446 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: 16,269 shares; 2024Q4: 14,470 shares; 2025Q1: 15,124 shares; 2025Q2: 14,397 shares; 2025Q3: 13,230 shares; 2025Q4: 10,750 shares; 2026Q1: 4,136 shares 4,136 $1.3M 0.1% -6,614 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: 3,531 shares; 2025Q1: 3,331 shares; 2025Q2: 1,233 shares; 2025Q3: 1,247 shares; 2025Q4: 1,225 shares; 2026Q1: 1,346 shares 1,346 $1.29M 0.1% +121 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,117 shares; 2025Q2: 85,293 shares; 2025Q3: 85,293 shares; 2025Q4: 95,177 shares; 2026Q1: 95,177 shares 95,177 $1.29M 0.1% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,514 shares; 2025Q1: 10,821 shares; 2025Q2: 11,828 shares; 2025Q3: 11,899 shares; 2025Q4: 12,707 shares; 2026Q1: 12,848 shares 12,848 $1.29M 0.1% +141 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,000 shares; 2024Q4: 72,430 shares; 2025Q1: 72,430 shares; 2025Q2: 65,753 shares; 2025Q3: 62,123 shares; 2025Q4: 60,899 shares; 2026Q1: 60,589 shares 60,589 $1.28M 0.1% -310 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: 1,621 shares; 2024Q4: 1,719 shares; 2025Q1: 1,815 shares; 2025Q2: 1,912 shares; 2025Q3: 2,156 shares; 2025Q4: 1,743 shares; 2026Q1: 2,092 shares 2,092 $1.26M 0.1% +349 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: 2,746 shares; 2024Q4: 2,724 shares; 2025Q1: 2,647 shares; 2025Q2: 2,450 shares; 2025Q3: 2,793 shares; 2025Q4: 2,375 shares; 2026Q1: 2,545 shares 2,545 $1.26M 0.1% +170 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: 25,748 shares; 2024Q4: 5,892 shares; 2025Q1: 6,190 shares; 2025Q2: 5,688 shares; 2025Q3: 25,169 shares; 2025Q4: 23,924 shares; 2026Q1: 27,249 shares 27,249 $1.25M 0.1% +3,325 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 8,860 shares; 2025Q1: 9,013 shares; 2025Q2: 15,087 shares; 2025Q3: 8,959 shares; 2025Q4: 8,655 shares; 2026Q1: 8,547 shares 8,547 $1.25M 0.1% -108 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 22,940 shares; 2025Q1: not reported; 2025Q2: 14,430 shares; 2025Q3: 48,783 shares; 2025Q4: 71,081 shares; 2026Q1: 70,799 shares 70,799 $1.24M 0.1% -282 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: 3,369 shares; 2024Q4: 3,627 shares; 2025Q1: 3,824 shares; 2025Q2: 3,450 shares; 2025Q3: 3,202 shares; 2025Q4: 1,791 shares; 2026Q1: 1,753 shares 1,753 $1.24M 0.1% -38 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: 7,950 shares; 2024Q4: 7,816 shares; 2025Q1: 8,410 shares; 2025Q2: 9,985 shares; 2025Q3: 11,683 shares; 2025Q4: 13,148 shares; 2026Q1: 13,273 shares 13,273 $1.23M 0.1% +125 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: 530 shares; 2025Q3: 655 shares; 2025Q4: 865 shares; 2026Q1: 887 shares 887 $1.22M 0.1% +22 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,183 shares; 2025Q1: 1,434 shares; 2025Q2: 2,011 shares; 2025Q3: 2,024 shares; 2025Q4: 1,610 shares; 2026Q1: 2,268 shares 2,268 $1.22M 0.1% +658 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,432 shares; 2024Q4: 21,098 shares; 2025Q1: 31,216 shares; 2025Q2: 26,597 shares; 2025Q3: 28,390 shares; 2025Q4: 26,349 shares; 2026Q1: 23,144 shares 23,144 $1.22M 0.1% -3,205 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,626 shares; 2025Q1: 4,531 shares; 2025Q2: 4,021 shares; 2025Q3: 4,147 shares; 2025Q4: 4,641 shares; 2026Q1: 5,316 shares 5,316 $1.22M 0.1% +675 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: 1,225 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,032 shares; 2025Q3: 1,519 shares; 2025Q4: 1,996 shares; 2026Q1: 2,568 shares 2,568 $1.22M 0.1% +572 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: 19,180 shares; 2024Q4: 15,938 shares; 2025Q1: 19,255 shares; 2025Q2: 17,114 shares; 2025Q3: 17,528 shares; 2025Q4: 16,285 shares; 2026Q1: 53,017 shares 53,017 $1.21M 0.1% +36,732 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: 1,982 shares; 2024Q4: 1,376 shares; 2025Q1: 1,649 shares; 2025Q2: 1,928 shares; 2025Q3: 1,743 shares; 2025Q4: 9,704 shares; 2026Q1: 11,577 shares 11,577 $1.21M 0.1% +1,873 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,713 shares; 2025Q1: 7,852 shares; 2025Q2: 8,229 shares; 2025Q3: 8,590 shares; 2025Q4: 8,432 shares; 2026Q1: 9,431 shares 9,431 $1.21M 0.1% +999 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: 6,902 shares; 2024Q4: 9,881 shares; 2025Q1: 10,505 shares; 2025Q2: 11,523 shares; 2025Q3: 9,224 shares; 2025Q4: 12,737 shares; 2026Q1: 23,509 shares 23,509 $1.21M 0.1% +10,772 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: 9,916 shares; 2024Q4: 8,016 shares; 2025Q1: 8,439 shares; 2025Q2: 2,476 shares; 2025Q3: 3,512 shares; 2025Q4: 3,493 shares; 2026Q1: 3,509 shares 3,509 $1.2M 0.1% +16 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: 4,352 shares; 2024Q4: 4,029 shares; 2025Q1: 3,614 shares; 2025Q2: 2,610 shares; 2025Q3: 4,938 shares; 2025Q4: 6,039 shares; 2026Q1: 6,573 shares 6,573 $1.2M 0.1% +534 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: 45,268 shares; 2024Q4: 25,690 shares; 2025Q1: 25,139 shares; 2025Q2: 33,151 shares; 2025Q3: 26,961 shares; 2025Q4: 18,548 shares; 2026Q1: 15,910 shares 15,910 $1.18M 0.09% -2,638 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,234 shares; 2025Q3: 8,491 shares; 2025Q4: 16,347 shares; 2026Q1: 19,600 shares 19,600 $1.15M 0.09% +3,253 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: 19,774 shares; 2024Q4: 12,876 shares; 2025Q1: 12,248 shares; 2025Q2: 13,057 shares; 2025Q3: 13,809 shares; 2025Q4: 12,466 shares; 2026Q1: 22,072 shares 22,072 $1.15M 0.09% +9,606 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: 7,665 shares; 2024Q4: 7,374 shares; 2025Q1: 7,217 shares; 2025Q2: 5,731 shares; 2025Q3: 5,576 shares; 2025Q4: 2,212 shares; 2026Q1: 2,323 shares 2,323 $1.14M 0.09% +111 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,880 shares; 2025Q1: 2,892 shares; 2025Q2: not reported; 2025Q3: 7,807 shares; 2025Q4: 7,969 shares; 2026Q1: 7,366 shares 7,366 $1.13M 0.09% -603 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,695 shares; 2025Q3: 5,631 shares; 2025Q4: 8,520 shares; 2026Q1: 9,460 shares 9,460 $1.12M 0.09% +940 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: 2,381 shares; 2024Q4: 3,256 shares; 2025Q1: 3,266 shares; 2025Q2: 1,744 shares; 2025Q3: 2,572 shares; 2025Q4: 2,013 shares; 2026Q1: 2,503 shares 2,503 $1.12M 0.09% +490 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: 5,160 shares; 2024Q4: 4,734 shares; 2025Q1: 6,145 shares; 2025Q2: 4,250 shares; 2025Q3: 3,371 shares; 2025Q4: 2,873 shares; 2026Q1: 3,251 shares 3,251 $1.11M 0.09% +378 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: 7,447 shares; 2024Q4: 7,221 shares; 2025Q1: 7,573 shares; 2025Q2: 5,730 shares; 2025Q3: 6,153 shares; 2025Q4: 6,631 shares; 2026Q1: 8,345 shares 8,345 $1.1M 0.09% +1,714 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: 3,153 shares; 2024Q4: 1,714 shares; 2025Q1: 3,753 shares; 2025Q2: 3,209 shares; 2025Q3: 3,303 shares; 2025Q4: 3,236 shares; 2026Q1: 2,846 shares 2,846 $1.09M 0.09% -390 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: 13,337 shares; 2024Q4: 13,772 shares; 2025Q1: 38,345 shares; 2025Q2: 12,819 shares; 2025Q3: 13,145 shares; 2025Q4: 15,236 shares; 2026Q1: 14,967 shares 14,967 $1.09M 0.09% -269 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: 4,765 shares; 2024Q4: 4,465 shares; 2025Q1: 4,313 shares; 2025Q2: 4,475 shares; 2025Q3: 3,926 shares; 2025Q4: 4,223 shares; 2026Q1: 4,074 shares 4,074 $1.09M 0.09% -149 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: 52,532 shares; 2024Q4: 7,508 shares; 2025Q1: 11,744 shares; 2025Q2: 13,439 shares; 2025Q3: 14,357 shares; 2025Q4: 13,014 shares; 2026Q1: 14,727 shares 14,727 $1.06M 0.09% +1,713 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: 1,674 shares; 2024Q4: 1,798 shares; 2025Q1: 2,016 shares; 2025Q2: 2,024 shares; 2025Q3: 2,785 shares; 2025Q4: 1,572 shares; 2026Q1: 2,667 shares 2,667 $1.06M 0.08% +1,095 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: 9,002 shares; 2025Q3: 12,659 shares; 2025Q4: 14,283 shares; 2026Q1: 15,168 shares 15,168 $1.05M 0.08% +885 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 726 shares; 2025Q1: 683 shares; 2025Q2: 613 shares; 2025Q3: 593 shares; 2025Q4: 1,095 shares; 2026Q1: 2,469 shares 2,469 $1.05M 0.08% +1,374 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: 2,451 shares; 2025Q1: 2,497 shares; 2025Q2: 2,812 shares; 2025Q3: 3,268 shares; 2025Q4: 4,070 shares; 2026Q1: 4,337 shares 4,337 $1.04M 0.08% +267 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: 2,656 shares; 2024Q4: 2,635 shares; 2025Q1: 2,696 shares; 2025Q2: 2,664 shares; 2025Q3: 2,809 shares; 2025Q4: 1,956 shares; 2026Q1: 2,253 shares 2,253 $1.04M 0.08% +297 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,465 shares; 2025Q1: 5,325 shares; 2025Q2: 5,327 shares; 2025Q3: 5,106 shares; 2025Q4: 4,809 shares; 2026Q1: 4,770 shares 4,770 $1.04M 0.08% -39 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: 1,762 shares; 2024Q4: 1,738 shares; 2025Q1: 1,926 shares; 2025Q2: 2,196 shares; 2025Q3: 2,042 shares; 2025Q4: 1,939 shares; 2026Q1: 2,385 shares 2,385 $1.03M 0.08% +446 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: 42,642 shares; 2024Q4: 46,077 shares; 2025Q1: 44,532 shares; 2025Q2: 41,704 shares; 2025Q3: 46,364 shares; 2025Q4: 20,086 shares; 2026Q1: 12,465 shares 12,465 $1.02M 0.08% -7,621 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,040 shares; 2024Q4: 9,388 shares; 2025Q1: 10,459 shares; 2025Q2: 10,408 shares; 2025Q3: 10,633 shares; 2025Q4: 10,702 shares; 2026Q1: 10,678 shares 10,678 $990K 0.08% -24 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: 18,449 shares; 2024Q4: 18,028 shares; 2025Q1: 18,505 shares; 2025Q2: 10,581 shares; 2025Q3: 10,256 shares; 2025Q4: 9,816 shares; 2026Q1: 11,583 shares 11,583 $987K 0.08% +1,767 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: 3,860 shares; 2024Q4: 3,304 shares; 2025Q1: 3,323 shares; 2025Q2: 3,019 shares; 2025Q3: 3,055 shares; 2025Q4: 3,015 shares; 2026Q1: 3,326 shares 3,326 $982K 0.08% +311 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: 2,670 shares; 2024Q4: 2,702 shares; 2025Q1: 8,009 shares; 2025Q2: 8,733 shares; 2025Q3: 8,602 shares; 2025Q4: 8,217 shares; 2026Q1: 8,270 shares 8,270 $981K 0.08% +53 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: 3,142 shares; 2024Q4: 3,197 shares; 2025Q1: 3,194 shares; 2025Q2: 3,903 shares; 2025Q3: 5,084 shares; 2025Q4: 4,405 shares; 2026Q1: 4,657 shares 4,657 $969K 0.08% +252 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,146 shares; 2026Q1: 12,025 shares 12,025 $969K 0.08% +2,879 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,780 shares; 2024Q4: 85,429 shares; 2025Q1: 104,849 shares; 2025Q2: 73,371 shares; 2025Q3: 56,873 shares; 2025Q4: 49,675 shares; 2026Q1: 50,165 shares 50,165 $968K 0.08% +490 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,422 shares; 2025Q2: 15,307 shares; 2025Q3: 22,926 shares; 2025Q4: 22,868 shares; 2026Q1: 27,223 shares 27,223 $967K 0.08% +4,355 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,425 shares; 2025Q1: 1,505 shares; 2025Q2: 1,852 shares; 2025Q3: 1,583 shares; 2025Q4: 2,007 shares; 2026Q1: 2,174 shares 2,174 $966K 0.08% +167 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES 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: 13,794 shares; 2025Q4: 14,896 shares; 2026Q1: 15,072 shares 15,072 $964K 0.08% +176 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: 937 shares; 2024Q4: 969 shares; 2025Q1: 1,161 shares; 2025Q2: 1,304 shares; 2025Q3: 1,012 shares; 2025Q4: 1,098 shares; 2026Q1: 1,106 shares 1,106 $957K 0.08% +8 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: 768 shares; 2024Q4: 647 shares; 2025Q1: 822 shares; 2025Q2: 876 shares; 2025Q3: 1,661 shares; 2025Q4: 2,087 shares; 2026Q1: 3,256 shares 3,256 $953K 0.08% +1,169 Timeline SCHZ 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: 31,959 shares; 2024Q4: 59,868 shares; 2025Q1: 61,161 shares; 2025Q2: 46,001 shares; 2025Q3: 45,677 shares; 2025Q4: 31,877 shares; 2026Q1: 40,978 shares 40,978 $952K 0.08% +9,101 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,094 shares; 2026Q1: 50,526 shares 50,526 $946K 0.08% -568 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,627 shares; 2025Q2: 30,406 shares; 2025Q3: 23,467 shares; 2025Q4: 22,312 shares; 2026Q1: 20,792 shares 20,792 $933K 0.07% -1,520 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 1,425 shares; 2025Q4: 1,306 shares; 2026Q1: 1,730 shares 1,730 $931K 0.07% +424 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: 8,406 shares; 2024Q4: 5,619 shares; 2025Q1: 5,470 shares; 2025Q2: 5,788 shares; 2025Q3: 6,204 shares; 2025Q4: 6,505 shares; 2026Q1: 6,633 shares 6,633 $924K 0.07% +128 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: 16,991 shares; 2024Q4: 14,975 shares; 2025Q1: 13,520 shares; 2025Q2: 11,471 shares; 2025Q3: 11,427 shares; 2025Q4: 10,671 shares; 2026Q1: 10,125 shares 10,125 $907K 0.07% -546 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,572 shares; 2025Q1: 8,576 shares; 2025Q2: 8,150 shares; 2025Q3: 7,761 shares; 2025Q4: 8,583 shares; 2026Q1: 9,265 shares 9,265 $901K 0.07% +682 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,502 shares; 2025Q1: 4,518 shares; 2025Q2: 6,425 shares; 2025Q3: 6,558 shares; 2025Q4: 6,554 shares; 2026Q1: 6,593 shares 6,593 $900K 0.07% +39 Timeline IBTH 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: 40,050 shares; 2024Q4: 40,050 shares; 2025Q1: 40,318 shares; 2025Q2: 40,318 shares; 2025Q3: 40,318 shares; 2025Q4: 40,050 shares; 2026Q1: 40,050 shares 40,050 $898K 0.07% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 3,884 shares; 2025Q3: 5,693 shares; 2025Q4: 7,542 shares; 2026Q1: 6,861 shares 6,861 $898K 0.07% -681 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: 8,522 shares; 2024Q4: 7,891 shares; 2025Q1: 7,797 shares; 2025Q2: 7,422 shares; 2025Q3: 6,954 shares; 2025Q4: 5,663 shares; 2026Q1: 2,795 shares 2,795 $896K 0.07% -2,868 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,328 shares; 2025Q3: 4,402 shares; 2025Q4: 4,732 shares; 2026Q1: 6,835 shares 6,835 $895K 0.07% +2,103 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,189 shares; 2026Q1: 7,635 shares 7,635 $881K 0.07% +4,446 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 8,841 shares; 2025Q1: 6,517 shares; 2025Q2: 6,776 shares; 2025Q3: 6,865 shares; 2025Q4: 4,340 shares; 2026Q1: 4,202 shares 4,202 $871K 0.07% -138 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,744 shares; 2025Q2: 3,332 shares; 2025Q3: 4,368 shares; 2025Q4: 4,696 shares; 2026Q1: 3,771 shares 3,771 $871K 0.07% -925 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,304 shares; 2025Q1: 2,849 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,410 shares; 2026Q1: 9,579 shares 9,579 $866K 0.07% +4,169 Timeline ACWI 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: 5,112 shares; 2024Q4: 5,194 shares; 2025Q1: 6,644 shares; 2025Q2: 6,656 shares; 2025Q3: 6,631 shares; 2025Q4: 6,619 shares; 2026Q1: 6,233 shares 6,233 $862K 0.07% -386 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: 25,392 shares; 2024Q4: 18,764 shares; 2025Q1: 11,063 shares; 2025Q2: 10,456 shares; 2025Q3: 4,786 shares; 2025Q4: 1,979 shares; 2026Q1: 7,730 shares 7,730 $861K 0.07% +5,751 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: 35,987 shares; 2024Q4: 55,592 shares; 2025Q1: 55,822 shares; 2025Q2: 53,957 shares; 2025Q3: 58,558 shares; 2025Q4: 14,534 shares; 2026Q1: 10,829 shares 10,829 $858K 0.07% -3,705 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,581 shares; 2025Q1: 4,519 shares; 2025Q2: 3,135 shares; 2025Q3: 4,061 shares; 2025Q4: 3,347 shares; 2026Q1: 3,530 shares 3,530 $858K 0.07% +183 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: 7,163 shares; 2024Q4: 7,434 shares; 2025Q1: 8,709 shares; 2025Q2: 11,347 shares; 2025Q3: 13,629 shares; 2025Q4: 10,656 shares; 2026Q1: 13,616 shares 13,616 $854K 0.07% +2,960 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: 1,186 shares; 2024Q4: 1,176 shares; 2025Q1: 1,897 shares; 2025Q2: 1,313 shares; 2025Q3: 1,345 shares; 2025Q4: 1,188 shares; 2026Q1: 1,748 shares 1,748 $848K 0.07% +560 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,723 shares; 2025Q3: 2,896 shares; 2025Q4: 3,720 shares; 2026Q1: 3,964 shares 3,964 $840K 0.07% +244 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,266 shares; 2024Q4: 29,938 shares; 2025Q1: 26,727 shares; 2025Q2: 34,359 shares; 2025Q3: 41,379 shares; 2025Q4: 9,298 shares; 2026Q1: 8,615 shares 8,615 $837K 0.07% -683 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,621 shares; 2025Q1: 4,508 shares; 2025Q2: 6,756 shares; 2025Q3: 6,994 shares; 2025Q4: 6,674 shares; 2026Q1: 10,843 shares 10,843 $836K 0.07% +4,169 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: 4,944 shares; 2024Q4: 5,196 shares; 2025Q1: not reported; 2025Q2: 6,404 shares; 2025Q3: 8,086 shares; 2025Q4: 13,807 shares; 2026Q1: 16,066 shares 16,066 $836K 0.07% +2,259 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,445 shares; 2026Q1: 34,171 shares 34,171 $835K 0.07% +19,726 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 3,475 shares; 2025Q4: 4,977 shares; 2026Q1: 7,506 shares 7,506 $834K 0.07% +2,529 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,512 shares; 2024Q4: 8,909 shares; 2025Q1: 8,450 shares; 2025Q2: 6,595 shares; 2025Q3: 6,661 shares; 2025Q4: 6,603 shares; 2026Q1: 6,608 shares 6,608 $829K 0.07% +5 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,980 shares; 2025Q1: 2,817 shares; 2025Q2: 3,097 shares; 2025Q3: 3,485 shares; 2025Q4: 3,686 shares; 2026Q1: 6,370 shares 6,370 $828K 0.07% +2,684 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,585 shares; 2024Q4: 24,207 shares; 2025Q1: 24,791 shares; 2025Q2: 24,819 shares; 2025Q3: 25,303 shares; 2025Q4: 18,832 shares; 2026Q1: 16,696 shares 16,696 $818K 0.07% -2,136 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,906 shares; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares 3,015 $816K 0.07% 0 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: 14,209 shares; 2024Q4: 9,123 shares; 2025Q1: 6,846 shares; 2025Q2: 6,884 shares; 2025Q3: 7,570 shares; 2025Q4: 6,900 shares; 2026Q1: 8,571 shares 8,571 $814K 0.07% +1,671 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: 8,514 shares; 2024Q4: 5,856 shares; 2025Q1: 3,865 shares; 2025Q2: 3,351 shares; 2025Q3: 3,127 shares; 2025Q4: 2,921 shares; 2026Q1: 3,003 shares 3,003 $813K 0.07% +82 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,826 shares; 2024Q4: 23,973 shares; 2025Q1: 26,800 shares; 2025Q2: 27,006 shares; 2025Q3: 26,589 shares; 2025Q4: 22,570 shares; 2026Q1: 21,342 shares 21,342 $808K 0.06% -1,228 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 12,964 shares; 2025Q1: 12,417 shares; 2025Q2: 5,836 shares; 2025Q3: 6,335 shares; 2025Q4: 6,369 shares; 2026Q1: 5,536 shares 5,536 $804K 0.06% -833 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: 29,178 shares; 2025Q3: 29,147 shares; 2025Q4: 20,831 shares; 2026Q1: 22,022 shares 22,022 $798K 0.06% +1,191 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 495 shares; 2025Q3: 496 shares; 2025Q4: 568 shares; 2026Q1: 688 shares 688 $798K 0.06% +120 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,475 shares; 2024Q4: 29,183 shares; 2025Q1: 49,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,460 shares; 2026Q1: 27,121 shares 27,121 $796K 0.06% -19,339 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,292 shares; 2024Q4: 34,347 shares; 2025Q1: 26,773 shares; 2025Q2: 25,735 shares; 2025Q3: 16,904 shares; 2025Q4: 21,796 shares; 2026Q1: 9,883 shares 9,883 $794K 0.06% -11,913 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 975 shares; 2026Q1: 1,026 shares 1,026 $793K 0.06% +51 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: 1,885 shares; 2024Q4: 1,858 shares; 2025Q1: 2,240 shares; 2025Q2: 1,798 shares; 2025Q3: 2,326 shares; 2025Q4: 2,092 shares; 2026Q1: 2,621 shares 2,621 $793K 0.06% +529 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,226 shares; 2024Q4: 9,023 shares; 2025Q1: 6,856 shares; 2025Q2: 7,417 shares; 2025Q3: 7,380 shares; 2025Q4: 7,441 shares; 2026Q1: 8,553 shares 8,553 $791K 0.06% +1,112 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,864 shares; 2025Q2: 17,659 shares; 2025Q3: 17,359 shares; 2025Q4: 17,359 shares; 2026Q1: 17,359 shares 17,359 $783K 0.06% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $781K 0.06% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,586 shares; 2025Q3: 4,841 shares; 2025Q4: 2,301 shares; 2026Q1: 2,006 shares 2,006 $779K 0.06% -295 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,836 shares; 2025Q1: 2,891 shares; 2025Q2: 2,444 shares; 2025Q3: 2,519 shares; 2025Q4: 2,730 shares; 2026Q1: 6,847 shares 6,847 $775K 0.06% +4,117 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,410 shares; 2025Q3: 8,038 shares; 2025Q4: 8,254 shares; 2026Q1: 8,164 shares 8,164 $768K 0.06% -90 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,617 shares; 2025Q2: 16,602 shares; 2025Q3: 16,827 shares; 2025Q4: 14,937 shares; 2026Q1: 14,540 shares 14,540 $768K 0.06% -397 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 4,923 shares; 2025Q1: 5,054 shares; 2025Q2: 3,703 shares; 2025Q3: 3,625 shares; 2025Q4: 3,181 shares; 2026Q1: 3,822 shares 3,822 $761K 0.06% +641 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,825 shares; 2025Q1: 17,347 shares; 2025Q2: 8,091 shares; 2025Q3: 8,110 shares; 2025Q4: 8,298 shares; 2026Q1: 5,451 shares 5,451 $748K 0.06% -2,847 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: 4,387 shares; 2025Q4: 6,231 shares; 2026Q1: 9,658 shares 9,658 $744K 0.06% +3,427 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 12,043 shares; 2025Q1: 11,252 shares; 2025Q2: 4,791 shares; 2025Q3: 4,916 shares; 2025Q4: 4,004 shares; 2026Q1: 9,168 shares 9,168 $742K 0.06% +5,164 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: 30,047 shares; 2024Q4: 22,398 shares; 2025Q1: 24,383 shares; 2025Q2: 17,843 shares; 2025Q3: 18,374 shares; 2025Q4: 12,879 shares; 2026Q1: 12,792 shares 12,792 $737K 0.06% -87 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 11,249 shares; 2025Q1: 11,492 shares; 2025Q2: 10,610 shares; 2025Q3: 6,889 shares; 2025Q4: 7,787 shares; 2026Q1: 3,697 shares 3,697 $733K 0.06% -4,090 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: 3,308 shares; 2024Q4: 3,385 shares; 2025Q1: 2,974 shares; 2025Q2: 4,326 shares; 2025Q3: 5,511 shares; 2025Q4: 5,163 shares; 2026Q1: 6,947 shares 6,947 $730K 0.06% +1,784 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: 2,479 shares; 2024Q4: 2,382 shares; 2025Q1: 2,513 shares; 2025Q2: 2,046 shares; 2025Q3: 2,448 shares; 2025Q4: 2,088 shares; 2026Q1: 2,473 shares 2,473 $721K 0.06% +385 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: 2,921 shares; 2024Q4: 2,990 shares; 2025Q1: 3,282 shares; 2025Q2: 3,055 shares; 2025Q3: 2,705 shares; 2025Q4: 2,500 shares; 2026Q1: 2,703 shares 2,703 $721K 0.06% +203 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: 4,847 shares; 2024Q4: 6,074 shares; 2025Q1: 4,724 shares; 2025Q2: 4,679 shares; 2025Q3: 4,692 shares; 2025Q4: 9,772 shares; 2026Q1: 14,390 shares 14,390 $719K 0.06% +4,618 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 7,377 shares; 2025Q1: 7,364 shares; 2025Q2: 8,938 shares; 2025Q3: 11,585 shares; 2025Q4: 9,923 shares; 2026Q1: 5,688 shares 5,688 $718K 0.06% -4,235 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: 22,125 shares; 2024Q4: 21,797 shares; 2025Q1: 22,705 shares; 2025Q2: 6,189 shares; 2025Q3: 7,940 shares; 2025Q4: 4,044 shares; 2026Q1: 5,404 shares 5,404 $708K 0.06% +1,360 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: 2,516 shares; 2024Q4: 2,527 shares; 2025Q1: 4,121 shares; 2025Q2: 4,060 shares; 2025Q3: 3,884 shares; 2025Q4: 3,000 shares; 2026Q1: 1,983 shares 1,983 $707K 0.06% -1,017 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: 19,241 shares; 2024Q4: 13,954 shares; 2025Q1: 19,382 shares; 2025Q2: 13,142 shares; 2025Q3: 15,737 shares; 2025Q4: 10,658 shares; 2026Q1: 9,838 shares 9,838 $707K 0.06% -820 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: 12,694 shares; 2024Q4: 12,014 shares; 2025Q1: 11,912 shares; 2025Q2: 9,486 shares; 2025Q3: 9,666 shares; 2025Q4: 8,501 shares; 2026Q1: 5,472 shares 5,472 $705K 0.06% -3,029 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,741 shares; 2026Q1: 7,765 shares 7,765 $703K 0.06% +5,024 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: 11,974 shares; 2025Q3: 23,058 shares; 2025Q4: 20,265 shares; 2026Q1: 21,281 shares 21,281 $701K 0.06% +1,016 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,827 shares; 2025Q1: not reported; 2025Q2: 7,096 shares; 2025Q3: 9,668 shares; 2025Q4: 10,781 shares; 2026Q1: 10,529 shares 10,529 $700K 0.06% -252 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,700 shares; 2025Q1: 1,942 shares; 2025Q2: 2,065 shares; 2025Q3: 1,925 shares; 2025Q4: 2,090 shares; 2026Q1: 1,792 shares 1,792 $700K 0.06% -298 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: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 1,215 shares; 2025Q3: 1,743 shares; 2025Q4: 1,961 shares; 2026Q1: 2,400 shares 2,400 $698K 0.06% +439 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: 40,108 shares; 2024Q4: 36,137 shares; 2025Q1: 43,096 shares; 2025Q2: 40,323 shares; 2025Q3: 41,941 shares; 2025Q4: 13,821 shares; 2026Q1: 13,669 shares 13,669 $686K 0.06% -152 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,782 shares; 2025Q2: not reported; 2025Q3: 3,475 shares; 2025Q4: 4,511 shares; 2026Q1: 4,116 shares 4,116 $684K 0.05% -395 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: 8,031 shares; 2025Q4: 16,063 shares; 2026Q1: 16,854 shares 16,854 $677K 0.05% +791 Timeline VONV 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: 14,385 shares; 2024Q4: 13,907 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 13,221 shares; 2025Q4: 8,274 shares; 2026Q1: 7,201 shares 7,201 $675K 0.05% -1,073 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: not reported; 2024Q4: not reported; 2025Q1: 3,509 shares; 2025Q2: 4,867 shares; 2025Q3: 4,225 shares; 2025Q4: 3,555 shares; 2026Q1: 1,619 shares 1,619 $675K 0.05% -1,936 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: 10,044 shares; 2024Q4: 9,974 shares; 2025Q1: 10,720 shares; 2025Q2: 11,096 shares; 2025Q3: 11,445 shares; 2025Q4: 4,688 shares; 2026Q1: 4,930 shares 4,930 $670K 0.05% +242 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,985 shares; 2025Q4: 7,309 shares; 2026Q1: 8,891 shares 8,891 $670K 0.05% +1,582 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 2,434 shares; 2026Q1: 3,722 shares 3,722 $666K 0.05% +1,288 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 8,212 shares; 2025Q4: 9,567 shares; 2026Q1: 11,094 shares 11,094 $665K 0.05% +1,527 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,345 shares; 2025Q2: 10,607 shares; 2025Q3: 10,607 shares; 2025Q4: 10,607 shares; 2026Q1: 9,312 shares 9,312 $662K 0.05% -1,295 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: 3,753 shares; 2024Q4: not reported; 2025Q1: 2,805 shares; 2025Q2: 6,813 shares; 2025Q3: 7,628 shares; 2025Q4: 6,162 shares; 2026Q1: 7,041 shares 7,041 $662K 0.05% +879 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 2,677 shares 2,677 $661K 0.05% +1,227 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,271 shares; 2025Q3: 14,785 shares; 2025Q4: 15,812 shares; 2026Q1: 16,945 shares 16,945 $661K 0.05% +1,133 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,736 shares; 2026Q1: 3,059 shares 3,059 $660K 0.05% +1,323 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: 82 shares; 2024Q4: 76 shares; 2025Q1: 79 shares; 2025Q2: 126 shares; 2025Q3: 117 shares; 2025Q4: 145 shares; 2026Q1: 156 shares 156 $658K 0.05% +11 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 287 shares; 2025Q3: 577 shares; 2025Q4: 326 shares; 2026Q1: 615 shares 615 $657K 0.05% +289 Timeline IGM 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: 29,581 shares; 2025Q4: 5,903 shares; 2026Q1: 5,532 shares 5,532 $656K 0.05% -371 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: 814 shares; 2024Q4: 1,460 shares; 2025Q1: 1,956 shares; 2025Q2: 2,896 shares; 2025Q3: 3,041 shares; 2025Q4: 2,986 shares; 2026Q1: 2,457 shares 2,457 $654K 0.05% -529 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,521 shares; 2026Q1: 32,386 shares 32,386 $649K 0.05% +19,865 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares; 2026Q1: 2,190 shares 2,190 $649K 0.05% -193 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,383 shares; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 2,511 shares 2,511 $649K 0.05% +831 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: 619 shares; 2025Q3: 711 shares; 2025Q4: 733 shares; 2026Q1: 866 shares 866 $639K 0.05% +133 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,602 shares; 2025Q1: 3,490 shares; 2025Q2: 4,271 shares; 2025Q3: 5,369 shares; 2025Q4: 5,981 shares; 2026Q1: 6,927 shares 6,927 $638K 0.05% +946 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,493 shares; 2025Q1: 1,501 shares; 2025Q2: 2,005 shares; 2025Q3: 2,758 shares; 2025Q4: 2,760 shares; 2026Q1: 2,938 shares 2,938 $630K 0.05% +178 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 14,952 shares; 2025Q1: 15,394 shares; 2025Q2: 23,429 shares; 2025Q3: 32,751 shares; 2025Q4: 41,650 shares; 2026Q1: 62,904 shares 62,904 $630K 0.05% +21,254 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: 19,278 shares; 2024Q4: 12,989 shares; 2025Q1: 12,977 shares; 2025Q2: 12,700 shares; 2025Q3: 13,095 shares; 2025Q4: 13,719 shares; 2026Q1: 13,541 shares 13,541 $629K 0.05% -178 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 20,098 shares; 2025Q1: 20,098 shares; 2025Q2: 20,229 shares; 2025Q3: 20,229 shares; 2025Q4: 20,889 shares; 2026Q1: 25,395 shares 25,395 $629K 0.05% +4,506 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: 622 shares; 2024Q4: 626 shares; 2025Q1: 649 shares; 2025Q2: 6,855 shares; 2025Q3: 6,882 shares; 2025Q4: 7,109 shares; 2026Q1: 6,731 shares 6,731 $621K 0.05% -378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,653 shares; 2026Q1: 8,551 shares 8,551 $620K 0.05% +2,898 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS 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: 7,250 shares; 2025Q4: 7,946 shares; 2026Q1: 10,479 shares 10,479 $620K 0.05% +2,533 Timeline FNY 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: not reported; 2024Q4: not reported; 2025Q1: 7,499 shares; 2025Q2: 8,884 shares; 2025Q3: 7,723 shares; 2025Q4: 6,890 shares; 2026Q1: 6,850 shares 6,850 $620K 0.05% -40 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: 850 shares; 2024Q4: 836 shares; 2025Q1: 900 shares; 2025Q2: 560 shares; 2025Q3: 539 shares; 2025Q4: 668 shares; 2026Q1: 676 shares 676 $605K 0.05% +8 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 82,464 shares 82,464 $603K 0.05% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,123 shares; 2024Q4: 21,311 shares; 2025Q1: 38,747 shares; 2025Q2: 39,116 shares; 2025Q3: 35,984 shares; 2025Q4: 29,284 shares; 2026Q1: 11,187 shares 11,187 $597K 0.05% -18,097 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: 27,272 shares; 2024Q4: 25,634 shares; 2025Q1: 25,392 shares; 2025Q2: 24,340 shares; 2025Q3: 26,338 shares; 2025Q4: 8,735 shares; 2026Q1: 7,198 shares 7,198 $596K 0.05% -1,537 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 6,642 shares; 2025Q1: 10,675 shares; 2025Q2: 6,836 shares; 2025Q3: 8,255 shares; 2025Q4: 3,983 shares; 2026Q1: 10,499 shares 10,499 $586K 0.05% +6,516 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,533 shares; 2024Q4: 11,739 shares; 2025Q1: 12,164 shares; 2025Q2: 11,002 shares; 2025Q3: 11,052 shares; 2025Q4: 12,739 shares; 2026Q1: 11,045 shares 11,045 $583K 0.05% -1,694 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,851 shares; 2025Q1: 4,351 shares; 2025Q2: 4,269 shares; 2025Q3: 4,426 shares; 2025Q4: 2,323 shares; 2026Q1: 2,318 shares 2,318 $581K 0.05% -5 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: 37,984 shares; 2024Q4: 18,330 shares; 2025Q1: 23,946 shares; 2025Q2: 7,523 shares; 2025Q3: 7,523 shares; 2025Q4: 6,304 shares; 2026Q1: 6,304 shares 6,304 $578K 0.05% 0 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: 13,776 shares 13,776 $566K 0.05% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares; 2026Q1: 887 shares 887 $564K 0.05% -525 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 2,419 shares; 2025Q1: 2,325 shares; 2025Q2: 3,617 shares; 2025Q3: 3,758 shares; 2025Q4: 4,181 shares; 2026Q1: 6,426 shares 6,426 $558K 0.04% +2,245 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,114 shares; 2025Q3: 7,434 shares; 2025Q4: 8,010 shares; 2026Q1: 8,688 shares 8,688 $558K 0.04% +678 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: 4,452 shares; 2024Q4: 4,024 shares; 2025Q1: 4,545 shares; 2025Q2: 4,437 shares; 2025Q3: 5,233 shares; 2025Q4: 3,566 shares; 2026Q1: 5,772 shares 5,772 $557K 0.04% +2,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,948 shares; 2025Q3: 6,944 shares; 2025Q4: 7,318 shares; 2026Q1: 8,692 shares 8,692 $557K 0.04% +1,374 Timeline NOV NOV INC More: the full row for NOV 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: 12,897 shares; 2025Q4: 18,774 shares; 2026Q1: 29,542 shares 29,542 $556K 0.04% +10,768 Timeline ASLV ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 19,909 shares; 2026Q1: 19,909 shares 19,909 $554K 0.04% 0 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: 4,905 shares; 2024Q4: 4,184 shares; 2025Q1: 4,832 shares; 2025Q2: 3,978 shares; 2025Q3: 3,297 shares; 2025Q4: 5,802 shares; 2026Q1: 5,619 shares 5,619 $553K 0.04% -183 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 6,440 shares; 2025Q1: 6,496 shares; 2025Q2: 6,558 shares; 2025Q3: 6,582 shares; 2025Q4: 6,072 shares; 2026Q1: 12,098 shares 12,098 $552K 0.04% +6,026 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 24,965 shares; 2025Q3: 37,913 shares; 2025Q4: 29,635 shares; 2026Q1: 11,862 shares 11,862 $550K 0.04% -17,773 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: 7,883 shares; 2025Q1: 8,065 shares; 2025Q2: not reported; 2025Q3: 2,263 shares; 2025Q4: 2,592 shares; 2026Q1: 2,566 shares 2,566 $548K 0.04% -26 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,691 shares; 2025Q1: 1,629 shares; 2025Q2: 1,631 shares; 2025Q3: 1,685 shares; 2025Q4: 1,536 shares; 2026Q1: 1,516 shares 1,516 $544K 0.04% -20 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,012 shares; 2025Q2: 7,112 shares; 2025Q3: 11,835 shares; 2025Q4: 13,585 shares; 2026Q1: 15,281 shares 15,281 $540K 0.04% +1,696 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,792 shares; 2025Q2: 10,993 shares; 2025Q3: 11,166 shares; 2025Q4: 8,409 shares; 2026Q1: 11,711 shares 11,711 $537K 0.04% +3,302 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,255 shares; 2026Q1: 3,741 shares 3,741 $536K 0.04% +1,486 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: 159,984 shares; 2024Q4: 151,869 shares; 2025Q1: 123,586 shares; 2025Q2: 57,536 shares; 2025Q3: 47,691 shares; 2025Q4: 26,376 shares; 2026Q1: 18,942 shares 18,942 $532K 0.04% -7,434 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: 11,086 shares; 2025Q3: 11,890 shares; 2025Q4: 8,875 shares; 2026Q1: 10,603 shares 10,603 $531K 0.04% +1,728 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 645 shares; 2025Q1: 672 shares; 2025Q2: 715 shares; 2025Q3: 768 shares; 2025Q4: 681 shares; 2026Q1: 775 shares 775 $529K 0.04% +94 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,777 shares; 2025Q2: 4,810 shares; 2025Q3: 5,313 shares; 2025Q4: 5,590 shares; 2026Q1: 5,600 shares 5,600 $524K 0.04% +10 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,117 shares; 2024Q4: 139,354 shares; 2025Q1: 140,469 shares; 2025Q2: 14,978 shares; 2025Q3: 21,663 shares; 2025Q4: 13,855 shares; 2026Q1: 15,602 shares 15,602 $523K 0.04% +1,747 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,238 shares; 2025Q1: 2,190 shares; 2025Q2: 2,195 shares; 2025Q3: 2,521 shares; 2025Q4: 3,040 shares; 2026Q1: 2,672 shares 2,672 $522K 0.04% -368 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: 1,593 shares; 2024Q4: 1,848 shares; 2025Q1: 1,962 shares; 2025Q2: 1,833 shares; 2025Q3: 1,609 shares; 2025Q4: 1,667 shares; 2026Q1: 1,860 shares 1,860 $517K 0.04% +193 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,424 shares; 2025Q4: 15,526 shares; 2026Q1: 12,623 shares 12,623 $515K 0.04% -2,903 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: 5,456 shares; 2024Q4: 10,376 shares; 2025Q1: 10,506 shares; 2025Q2: 11,764 shares; 2025Q3: 10,942 shares; 2025Q4: 4,469 shares; 2026Q1: 3,202 shares 3,202 $513K 0.04% -1,267 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,557 shares; 2025Q4: 5,139 shares; 2026Q1: 6,094 shares 6,094 $510K 0.04% +955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,402 shares; 2025Q3: 12,643 shares; 2025Q4: 10,266 shares; 2026Q1: 10,124 shares 10,124 $509K 0.04% -142 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 3,769 shares; 2025Q1: 3,605 shares; 2025Q2: 5,578 shares; 2025Q3: 4,515 shares; 2025Q4: 4,729 shares; 2026Q1: 10,854 shares 10,854 $509K 0.04% +6,125 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,404 shares; 2025Q3: 3,487 shares; 2025Q4: 3,256 shares; 2026Q1: 3,356 shares 3,356 $506K 0.04% +100 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 3,747 shares; 2025Q4: 3,425 shares; 2026Q1: 3,570 shares 3,570 $504K 0.04% +145 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,394 shares; 2025Q2: 14,985 shares; 2025Q3: 15,134 shares; 2025Q4: 15,796 shares; 2026Q1: 12,546 shares 12,546 $503K 0.04% -3,250 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,063 shares 12,063 $502K 0.04% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 4,375 shares; 2025Q1: 4,976 shares; 2025Q2: 6,071 shares; 2025Q3: 7,106 shares; 2025Q4: 6,278 shares; 2026Q1: 5,657 shares 5,657 $500K 0.04% -621 Timeline QTEC 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: 2,502 shares; 2025Q2: 2,516 shares; 2025Q3: 2,546 shares; 2025Q4: 2,333 shares; 2026Q1: 2,313 shares 2,313 $500K 0.04% -20 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,637 shares; 2025Q3: 3,064 shares; 2025Q4: 3,643 shares; 2026Q1: 4,160 shares 4,160 $493K 0.04% +517 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: 2,330 shares; 2024Q4: 2,356 shares; 2025Q1: 1,622 shares; 2025Q2: 1,773 shares; 2025Q3: 2,199 shares; 2025Q4: 2,296 shares; 2026Q1: 1,545 shares 1,545 $492K 0.04% -751 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,065 shares; 2025Q1: 3,177 shares; 2025Q2: 3,515 shares; 2025Q3: 4,357 shares; 2025Q4: 4,928 shares; 2026Q1: 5,196 shares 5,196 $490K 0.04% +268 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,284 shares; 2025Q3: 2,667 shares; 2025Q4: 6,073 shares; 2026Q1: 5,934 shares 5,934 $485K 0.04% -139 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON 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: not reported; 2025Q4: not reported; 2026Q1: 1,489 shares 1,489 $484K 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,219 shares; 2024Q4: 4,205 shares; 2025Q1: 3,991 shares; 2025Q2: 4,661 shares; 2025Q3: 3,754 shares; 2025Q4: 2,967 shares; 2026Q1: 3,684 shares 3,684 $482K 0.04% +717 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,270 shares; 2025Q1: 3,852 shares; 2025Q2: 7,555 shares; 2025Q3: 7,850 shares; 2025Q4: 5,570 shares; 2026Q1: 4,545 shares 4,545 $482K 0.04% -1,025 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 4,668 shares; 2025Q1: 4,883 shares; 2025Q2: 2,392 shares; 2025Q3: 2,357 shares; 2025Q4: 2,288 shares; 2026Q1: 2,761 shares 2,761 $482K 0.04% +473 Timeline QYLD 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: 29,357 shares; 2024Q4: 33,501 shares; 2025Q1: 33,846 shares; 2025Q2: not reported; 2025Q3: 24,742 shares; 2025Q4: 25,456 shares; 2026Q1: 28,068 shares 28,068 $481K 0.04% +2,612 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: 1,680 shares; 2025Q4: 1,404 shares; 2026Q1: 1,686 shares 1,686 $476K 0.04% +282 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 6,787 shares; 2025Q1: 6,327 shares; 2025Q2: 6,503 shares; 2025Q3: 6,556 shares; 2025Q4: 6,766 shares; 2026Q1: 7,823 shares 7,823 $472K 0.04% +1,057 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,813 shares; 2024Q4: 53,848 shares; 2025Q1: 54,709 shares; 2025Q2: 52,009 shares; 2025Q3: 47,371 shares; 2025Q4: 10,146 shares; 2026Q1: 9,412 shares 9,412 $470K 0.04% -734 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,456 shares; 2025Q4: 3,750 shares; 2026Q1: 4,218 shares 4,218 $467K 0.04% +468 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,348 shares; 2025Q4: 1,383 shares; 2026Q1: 1,449 shares 1,449 $466K 0.04% +66 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: 6,472 shares; 2024Q4: 6,475 shares; 2025Q1: 7,341 shares; 2025Q2: 6,570 shares; 2025Q3: 5,526 shares; 2025Q4: 6,331 shares; 2026Q1: 8,251 shares 8,251 $465K 0.04% +1,920 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 6,595 shares; 2025Q4: 7,302 shares; 2026Q1: 8,290 shares 8,290 $464K 0.04% +988 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: 16,865 shares; 2024Q4: 5,704 shares; 2025Q1: 5,096 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,140 shares 7,140 $464K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,476 shares; 2025Q3: 2,224 shares; 2025Q4: 2,408 shares; 2026Q1: 2,312 shares 2,312 $457K 0.04% -96 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,428 shares; 2024Q4: 30,345 shares; 2025Q1: 10,019 shares; 2025Q2: 34,598 shares; 2025Q3: 63,028 shares; 2025Q4: 92,992 shares; 2026Q1: 156,057 shares 156,057 $456K 0.04% +63,065 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 10,149 shares; 2025Q1: 10,346 shares; 2025Q2: 10,646 shares; 2025Q3: 12,278 shares; 2025Q4: 9,805 shares; 2026Q1: 5,786 shares 5,786 $455K 0.04% -4,019 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,987 shares; 2025Q4: 2,926 shares; 2026Q1: 3,591 shares 3,591 $455K 0.04% +665 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: 39,580 shares; 2024Q4: 35,281 shares; 2025Q1: 36,880 shares; 2025Q2: 6,905 shares; 2025Q3: 9,746 shares; 2025Q4: 5,497 shares; 2026Q1: 4,443 shares 4,443 $447K 0.04% -1,054 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,704 shares; 2026Q1: 7,309 shares 7,309 $446K 0.04% +605 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,616 shares; 2026Q1: 5,900 shares 5,900 $445K 0.04% +2,284 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,570 shares; 2026Q1: 6,696 shares 6,696 $444K 0.04% -12,874 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: 1,901 shares; 2024Q4: 1,905 shares; 2025Q1: 2,074 shares; 2025Q2: 8,203 shares; 2025Q3: 7,853 shares; 2025Q4: 6,624 shares; 2026Q1: 4,788 shares 4,788 $441K 0.04% -1,836 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: 2,639 shares; 2024Q4: 2,735 shares; 2025Q1: 2,746 shares; 2025Q2: 2,637 shares; 2025Q3: 2,465 shares; 2025Q4: 2,319 shares; 2026Q1: 2,087 shares 2,087 $441K 0.04% -232 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: 7,129 shares; 2025Q3: 6,416 shares; 2025Q4: 6,105 shares; 2026Q1: 6,077 shares 6,077 $440K 0.04% -28 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 4,636 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 3,162 shares; 2025Q4: 4,071 shares; 2026Q1: 3,571 shares 3,571 $440K 0.04% -500 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares; 2026Q1: 3,426 shares 3,426 $440K 0.04% +632 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: 947 shares; 2025Q4: 1,282 shares; 2026Q1: 907 shares 907 $436K 0.03% -375 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,035 shares; 2025Q1: 4,056 shares; 2025Q2: 3,801 shares; 2025Q3: 4,077 shares; 2025Q4: 4,175 shares; 2026Q1: 4,440 shares 4,440 $434K 0.03% +265 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 513 shares; 2025Q1: 520 shares; 2025Q2: 537 shares; 2025Q3: 561 shares; 2025Q4: 600 shares; 2026Q1: 595 shares 595 $433K 0.03% -5 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares; 2026Q1: 1,139 shares 1,139 $433K 0.03% +71 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 819 shares; 2025Q1: 748 shares; 2025Q2: 782 shares; 2025Q3: 779 shares; 2025Q4: 743 shares; 2026Q1: 766 shares 766 $432K 0.03% +23 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: 40,930 shares; 2024Q4: 54,400 shares; 2025Q1: 34,537 shares; 2025Q2: 34,183 shares; 2025Q3: 34,893 shares; 2025Q4: 14,566 shares; 2026Q1: 14,862 shares 14,862 $431K 0.03% +296 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: not reported; 2026Q1: 6,079 shares 6,079 $431K 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,404 shares; 2024Q4: 7,851 shares; 2025Q1: 7,528 shares; 2025Q2: 6,755 shares; 2025Q3: 3,865 shares; 2025Q4: 2,025 shares; 2026Q1: 2,370 shares 2,370 $430K 0.03% +345 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: not reported; 2025Q4: 9,071 shares; 2026Q1: 9,528 shares 9,528 $429K 0.03% +457 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,272 shares; 2025Q1: 2,284 shares; 2025Q2: 2,298 shares; 2025Q3: 2,948 shares; 2025Q4: 3,244 shares; 2026Q1: 3,907 shares 3,907 $429K 0.03% +663 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: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,123 shares; 2026Q1: 1,404 shares 1,404 $427K 0.03% +281 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: 767 shares; 2025Q3: 975 shares; 2025Q4: 1,091 shares; 2026Q1: 1,424 shares 1,424 $425K 0.03% +333 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: 1,872 shares; 2025Q4: 2,381 shares; 2026Q1: 2,125 shares 2,125 $425K 0.03% -256 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS 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: 874 shares; 2026Q1: 1,521 shares 1,521 $424K 0.03% +647 Timeline IJT 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: 7,979 shares; 2024Q4: 8,781 shares; 2025Q1: 8,127 shares; 2025Q2: 7,348 shares; 2025Q3: 6,359 shares; 2025Q4: 4,071 shares; 2026Q1: 2,926 shares 2,926 $423K 0.03% -1,145 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 555 shares; 2025Q1: 543 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890 shares 890 $422K 0.03% new 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: 8,015 shares; 2024Q4: 8,015 shares; 2025Q1: 8,064 shares; 2025Q2: not reported; 2025Q3: 4,082 shares; 2025Q4: 4,069 shares; 2026Q1: 5,146 shares 5,146 $422K 0.03% +1,077 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,543 shares; 2025Q3: 9,666 shares; 2025Q4: 9,602 shares; 2026Q1: 9,052 shares 9,052 $420K 0.03% -550 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,064 shares; 2025Q3: 2,159 shares; 2025Q4: 2,456 shares; 2026Q1: 2,476 shares 2,476 $419K 0.03% +20 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 10,734 shares; 2025Q3: 10,734 shares; 2025Q4: 10,734 shares; 2026Q1: 10,734 shares 10,734 $418K 0.03% 0 Timeline SKYY 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: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 5,021 shares; 2025Q2: 5,563 shares; 2025Q3: 5,603 shares; 2025Q4: 5,148 shares; 2026Q1: 3,820 shares 3,820 $418K 0.03% -1,328 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: 53,466 shares; 2024Q4: 52,890 shares; 2025Q1: 32,692 shares; 2025Q2: 8,351 shares; 2025Q3: 8,423 shares; 2025Q4: 8,466 shares; 2026Q1: 8,638 shares 8,638 $417K 0.03% +172 Timeline IMCG 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: 5,178 shares; 2024Q4: 5,023 shares; 2025Q1: 5,289 shares; 2025Q2: 5,289 shares; 2025Q3: 5,289 shares; 2025Q4: 5,289 shares; 2026Q1: 5,289 shares 5,289 $417K 0.03% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,639 shares; 2025Q3: 2,040 shares; 2025Q4: 2,220 shares; 2026Q1: 2,233 shares 2,233 $412K 0.03% +13 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: 6,362 shares; 2024Q4: 6,301 shares; 2025Q1: 6,065 shares; 2025Q2: 8,238 shares; 2025Q3: 9,823 shares; 2025Q4: 9,406 shares; 2026Q1: 8,951 shares 8,951 $411K 0.03% -455 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 912 shares; 2025Q3: not reported; 2025Q4: 2,519 shares; 2026Q1: 2,483 shares 2,483 $410K 0.03% -36 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,379 shares; 2025Q1: 2,896 shares; 2025Q2: 2,528 shares; 2025Q3: 1,317 shares; 2025Q4: 1,165 shares; 2026Q1: 1,186 shares 1,186 $410K 0.03% +21 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,369 shares; 2025Q2: 1,032 shares; 2025Q3: 1,199 shares; 2025Q4: 619 shares; 2026Q1: 599 shares 599 $408K 0.03% -20 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,449 shares; 2026Q1: 33,773 shares 33,773 $407K 0.03% +21,324 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 11,121 shares; 2025Q4: 11,874 shares; 2026Q1: 10,195 shares 10,195 $407K 0.03% -1,679 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,439 shares; 2025Q4: 7,594 shares; 2026Q1: 7,477 shares 7,477 $406K 0.03% -117 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,285 shares; 2025Q3: 1,424 shares; 2025Q4: not reported; 2026Q1: 3,088 shares 3,088 $405K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 13,080 shares; 2025Q1: 13,475 shares; 2025Q2: 7,560 shares; 2025Q3: 7,620 shares; 2025Q4: 6,530 shares; 2026Q1: 6,121 shares 6,121 $404K 0.03% -409 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: 2,784 shares; 2025Q4: 4,424 shares; 2026Q1: 4,604 shares 4,604 $403K 0.03% +180 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,968 shares; 2024Q4: 4,077 shares; 2025Q1: 4,014 shares; 2025Q2: 3,899 shares; 2025Q3: 3,698 shares; 2025Q4: 2,613 shares; 2026Q1: 2,588 shares 2,588 $402K 0.03% -25 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 13,138 shares; 2025Q4: 14,442 shares; 2026Q1: 16,535 shares 16,535 $402K 0.03% +2,093 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,131 shares; 2025Q1: 1,121 shares; 2025Q2: 1,336 shares; 2025Q3: 2,016 shares; 2025Q4: 2,734 shares; 2026Q1: 2,535 shares 2,535 $401K 0.03% -199 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 1,021 shares 1,021 $400K 0.03% +97 Timeline VPL 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: 80,006 shares; 2024Q4: 81,627 shares; 2025Q1: 82,098 shares; 2025Q2: 38,363 shares; 2025Q3: 37,352 shares; 2025Q4: 12,846 shares; 2026Q1: 4,010 shares 4,010 $392K 0.03% -8,836 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: 44,274 shares; 2024Q4: 27,275 shares; 2025Q1: 28,215 shares; 2025Q2: 11,213 shares; 2025Q3: 11,183 shares; 2025Q4: 7,511 shares; 2026Q1: 7,548 shares 7,548 $391K 0.03% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 876 shares; 2025Q4: not reported; 2026Q1: 1,783 shares 1,783 $391K 0.03% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 11,979 shares; 2025Q1: 10,052 shares; 2025Q2: 23,647 shares; 2025Q3: 40,712 shares; 2025Q4: 59,056 shares; 2026Q1: 77,603 shares 77,603 $390K 0.03% +18,547 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298 shares; 2026Q1: 398 shares 398 $390K 0.03% +100 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: 1,992 shares; 2024Q4: 1,774 shares; 2025Q1: 2,276 shares; 2025Q2: 3,400 shares; 2025Q3: 3,596 shares; 2025Q4: 1,524 shares; 2026Q1: 1,567 shares 1,567 $387K 0.03% +43 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,221 shares; 2026Q1: 2,032 shares 2,032 $387K 0.03% +811 Timeline GSEW 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: 3,021 shares; 2025Q1: 3,501 shares; 2025Q2: 4,013 shares; 2025Q3: 4,013 shares; 2025Q4: 4,013 shares; 2026Q1: 4,571 shares 4,571 $387K 0.03% +558 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: 7,280 shares; 2025Q3: 7,280 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares 6,840 $386K 0.03% 0 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: 10,466 shares; 2024Q4: 8,944 shares; 2025Q1: 3,998 shares; 2025Q2: 3,805 shares; 2025Q3: not reported; 2025Q4: 2,556 shares; 2026Q1: 3,184 shares 3,184 $386K 0.03% +628 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 6,973 shares; 2025Q4: 7,412 shares; 2026Q1: 7,451 shares 7,451 $383K 0.03% +39 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 924 shares; 2025Q2: 1,230 shares; 2025Q3: 1,483 shares; 2025Q4: 1,702 shares; 2026Q1: 1,403 shares 1,403 $382K 0.03% -299 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 1,083 shares; 2026Q1: 1,109 shares 1,109 $382K 0.03% +26 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: 2,947 shares; 2024Q4: 3,147 shares; 2025Q1: 2,948 shares; 2025Q2: 3,010 shares; 2025Q3: 3,119 shares; 2025Q4: 2,830 shares; 2026Q1: 2,914 shares 2,914 $382K 0.03% +84 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 2,748 shares; 2025Q4: 3,288 shares; 2026Q1: 3,319 shares 3,319 $381K 0.03% +31 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,979 shares; 2025Q1: 20,081 shares; 2025Q2: 18,863 shares; 2025Q3: 19,507 shares; 2025Q4: 18,170 shares; 2026Q1: 57,392 shares 57,392 $381K 0.03% +39,222 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: 2,774 shares; 2024Q4: 2,772 shares; 2025Q1: 2,872 shares; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,278 shares; 2026Q1: 1,556 shares 1,556 $380K 0.03% +278 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,703 shares; 2025Q3: 3,264 shares; 2025Q4: 2,880 shares; 2026Q1: 3,497 shares 3,497 $380K 0.03% +617 Timeline IYE 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: 5,854 shares 5,854 $379K 0.03% new 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: 5,797 shares; 2024Q4: 3,708 shares; 2025Q1: 3,606 shares; 2025Q2: 3,466 shares; 2025Q3: 3,432 shares; 2025Q4: 3,797 shares; 2026Q1: 3,476 shares 3,476 $379K 0.03% -321 Timeline EEMA 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: 37,716 shares; 2025Q3: 37,685 shares; 2025Q4: 12,218 shares; 2026Q1: 3,947 shares 3,947 $378K 0.03% -8,271 Timeline RELX RELX PLC More: the full row for RELX 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: 11,396 shares 11,396 $378K 0.03% new Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,284 shares 3,284 $376K 0.03% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 7,487 shares; 2025Q3: 8,289 shares; 2025Q4: 8,616 shares; 2026Q1: 8,552 shares 8,552 $375K 0.03% -64 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,255 shares; 2025Q3: 7,414 shares; 2025Q4: 8,875 shares; 2026Q1: 9,554 shares 9,554 $374K 0.03% +679 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 12,754 shares; 2025Q1: 12,719 shares; 2025Q2: 13,692 shares; 2025Q3: 12,615 shares; 2025Q4: 12,268 shares; 2026Q1: 12,284 shares 12,284 $370K 0.03% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,981 shares; 2026Q1: 6,233 shares 6,233 $369K 0.03% +2,252 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 12,324 shares; 2025Q1: 12,831 shares; 2025Q2: 11,168 shares; 2025Q3: 10,323 shares; 2025Q4: 8,280 shares; 2026Q1: 2,268 shares 2,268 $369K 0.03% -6,012 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,912 shares; 2025Q3: 6,954 shares; 2025Q4: 6,196 shares; 2026Q1: 5,944 shares 5,944 $367K 0.03% -252 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,538 shares; 2025Q4: 23,049 shares; 2026Q1: 22,764 shares 22,764 $360K 0.03% -285 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: not reported; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 901 shares; 2025Q4: 1,162 shares; 2026Q1: 1,708 shares 1,708 $359K 0.03% +546 Timeline CORO 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: 11,156 shares 11,156 $359K 0.03% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,094 shares; 2025Q1: 1,098 shares; 2025Q2: 1,103 shares; 2025Q3: 1,108 shares; 2025Q4: 1,113 shares; 2026Q1: 1,596 shares 1,596 $358K 0.03% +483 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 5,720 shares; 2025Q3: 5,720 shares; 2025Q4: 5,720 shares; 2026Q1: 5,720 shares 5,720 $357K 0.03% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 995 shares; 2026Q1: 1,291 shares 1,291 $353K 0.03% +296 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: 10,765 shares 10,765 $352K 0.03% new 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: 6,598 shares; 2024Q4: 5,251 shares; 2025Q1: 5,057 shares; 2025Q2: 5,140 shares; 2025Q3: 5,868 shares; 2025Q4: 6,165 shares; 2026Q1: 4,728 shares 4,728 $352K 0.03% -1,437 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: 7,790 shares; 2024Q4: 7,700 shares; 2025Q1: 7,649 shares; 2025Q2: 4,576 shares; 2025Q3: 3,634 shares; 2025Q4: 3,376 shares; 2026Q1: 3,425 shares 3,425 $352K 0.03% +49 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,650 shares; 2025Q1: 2,174 shares; 2025Q2: 2,085 shares; 2025Q3: 2,299 shares; 2025Q4: 2,462 shares; 2026Q1: 3,155 shares 3,155 $352K 0.03% +693 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: 5,736 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,003 shares 5,003 $351K 0.03% +3 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,143 shares; 2026Q1: 4,738 shares 4,738 $350K 0.03% +2,595 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 157 shares; 2025Q3: 193 shares; 2025Q4: 139 shares; 2026Q1: 103 shares 103 $348K 0.03% -36 Timeline IBTJ 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: 46,925 shares; 2024Q4: 46,925 shares; 2025Q1: 46,925 shares; 2025Q2: 15,925 shares; 2025Q3: 15,925 shares; 2025Q4: 15,925 shares; 2026Q1: 15,925 shares 15,925 $348K 0.03% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,709 shares 39,709 $347K 0.03% new Timeline IGIB 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: 7,146 shares; 2026Q1: 6,487 shares 6,487 $345K 0.03% -659 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: 9,696 shares; 2024Q4: 11,750 shares; 2025Q1: 11,485 shares; 2025Q2: 8,061 shares; 2025Q3: 5,782 shares; 2025Q4: 5,598 shares; 2026Q1: 4,118 shares 4,118 $345K 0.03% -1,480 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: 1,664 shares; 2025Q3: 2,181 shares; 2025Q4: 2,265 shares; 2026Q1: 2,475 shares 2,475 $344K 0.03% +210 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,993 shares 6,993 $343K 0.03% new Timeline SHV 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: 5,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,103 shares 3,103 $343K 0.03% new Timeline