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: 1,583,842 shares; 2024Q4: 1,583,842 shares; 2025Q1: 1,315,611 shares; 2025Q2: 659,234 shares; 2025Q3: 1,018,491 shares; 2025Q4: 1,291,635 shares; 2026Q1: 1,268,546 shares 1,268,546 $365M 9.89% -23,089 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: not reported; 2024Q4: 1,420,400 shares; 2025Q1: 1,185,709 shares; 2025Q2: 1,183,744 shares; 2025Q3: 1,170,591 shares; 2025Q4: 1,724,240 shares; 2026Q1: 1,607,403 shares 1,607,403 $335M 9.07% -116,837 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: 437,066 shares; 2024Q4: 437,066 shares; 2025Q1: 684,738 shares; 2025Q2: 868,656 shares; 2025Q3: 923,628 shares; 2025Q4: 884,257 shares; 2026Q1: 728,237 shares 728,237 $270M 7.31% -156,020 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 210 shares; 2025Q4: 1,194,160 shares; 2026Q1: 955,076 shares 955,076 $204M 5.53% -239,084 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654,933 shares; 2024Q4: 1,654,933 shares; 2025Q1: 1,763,275 shares; 2025Q2: 1,934,990 shares; 2025Q3: 2,080,377 shares; 2025Q4: 2,029,160 shares; 2026Q1: 2,012,437 shares 2,012,437 $173M 4.68% -16,723 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 9,068 shares; 2025Q1: 21,343 shares; 2025Q2: 26,349 shares; 2025Q3: 581,821 shares; 2025Q4: 637,900 shares; 2026Q1: 544,408 shares 544,408 $168M 4.57% -93,492 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,565 shares; 2025Q4: 119,465 shares; 2026Q1: 102,168 shares 102,168 $150M 4.08% -17,297 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203,585 shares; 2026Q1: 203,585 shares 203,585 $150M 4.07% 0 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: 408 shares; 2024Q4: 408 shares; 2025Q1: 1,183 shares; 2025Q2: 3,783 shares; 2025Q3: 1,095,518 shares; 2025Q4: 1,079,297 shares; 2026Q1: 1,082,026 shares 1,082,026 $137M 3.71% +2,729 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096,081 shares; 2025Q4: 1,182,202 shares; 2026Q1: 734,993 shares 734,993 $134M 3.63% -447,209 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: 327,729 shares; 2024Q4: 327,729 shares; 2025Q1: 295,447 shares; 2025Q2: 259,897 shares; 2025Q3: 463,149 shares; 2025Q4: 372,701 shares; 2026Q1: 275,941 shares 275,941 $123M 3.32% -96,760 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 881,000 shares; 2026Q1: 881,000 shares 881,000 $119M 3.22% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 347,965 shares 347,965 $111M 3% +347,865 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: 300,047 shares; 2024Q4: 300,047 shares; 2025Q1: 299,301 shares; 2025Q2: 279,116 shares; 2025Q3: 256,752 shares; 2025Q4: 381,951 shares; 2026Q1: 367,229 shares 367,229 $105M 2.85% -14,722 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,507 shares; 2025Q4: 11,829 shares; 2026Q1: 11,468 shares 11,468 $75.5M 2.05% -361 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: 149,201 shares; 2024Q4: 149,201 shares; 2025Q1: 153,696 shares; 2025Q2: 151,009 shares; 2025Q3: 197,878 shares; 2025Q4: 137,568 shares; 2026Q1: 136,257 shares 136,257 $68.1M 1.85% -1,311 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: 470,311 shares; 2024Q4: 470,311 shares; 2025Q1: 502,227 shares; 2025Q2: 505,920 shares; 2025Q3: 417,921 shares; 2025Q4: 363,942 shares; 2026Q1: 377,075 shares 377,075 $65.7M 1.78% +13,133 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015,104 shares; 2024Q4: 1,015,104 shares; 2025Q1: 1,298,164 shares; 2025Q2: 1,298,895 shares; 2025Q3: 1,194,850 shares; 2025Q4: 697,068 shares; 2026Q1: 697,928 shares 697,928 $59.2M 1.61% +860 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: 63,281 shares; 2024Q4: 63,281 shares; 2025Q1: 53,431 shares; 2025Q2: 46,440 shares; 2025Q3: 47,990 shares; 2025Q4: 240,118 shares; 2026Q1: 971,842 shares 971,842 $57.1M 1.55% +731,724 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,682 shares; 2024Q4: 298,682 shares; 2025Q1: 291,222 shares; 2025Q2: 277,695 shares; 2025Q3: 205,622 shares; 2025Q4: 200,763 shares; 2026Q1: 216,868 shares 216,868 $55M 1.49% +16,105 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071,680 shares; 2024Q4: 1,071,680 shares; 2025Q1: 1,071,680 shares; 2025Q2: 1,071,680 shares; 2025Q3: 1,239,840 shares; 2025Q4: 1,199,940 shares; 2026Q1: 1,199,940 shares 1,199,940 $47M 1.27% 0 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: 33,855 shares; 2024Q4: 33,855 shares; 2025Q1: 35,266 shares; 2025Q2: 39,257 shares; 2025Q3: 36,967 shares; 2025Q4: 31,671 shares; 2026Q1: 75,438 shares 75,438 $43.2M 1.17% +43,767 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: 121,546 shares; 2024Q4: 121,546 shares; 2025Q1: 124,844 shares; 2025Q2: 125,789 shares; 2025Q3: 84,611 shares; 2025Q4: 84,021 shares; 2026Q1: 84,346 shares 84,346 $40.4M 1.1% +325 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: 57,536 shares; 2024Q4: 57,536 shares; 2025Q1: 35,306 shares; 2025Q2: 10,926 shares; 2025Q3: 10,312 shares; 2025Q4: 9,686 shares; 2026Q1: 9,409 shares 9,409 $39.6M 1.07% -277 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: 347,013 shares; 2024Q4: 347,013 shares; 2025Q1: 314,266 shares; 2025Q2: 266,976 shares; 2025Q3: 234,909 shares; 2025Q4: 235,129 shares; 2026Q1: 235,595 shares 235,595 $39M 1.06% +466 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397,895 shares; 2025Q2: 442,940 shares; 2025Q3: 117,778 shares; 2025Q4: 114,492 shares; 2026Q1: 114,376 shares 114,376 $35.9M 0.97% -116 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: 41,380 shares; 2024Q4: 41,380 shares; 2025Q1: 58,966 shares; 2025Q2: 58,957 shares; 2025Q3: 57,107 shares; 2025Q4: 54,980 shares; 2026Q1: 38,989 shares 38,989 $35.9M 0.97% -15,991 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: not reported; 2024Q4: not reported; 2025Q1: 163,915 shares; 2025Q2: 192,315 shares; 2025Q3: 43,326 shares; 2025Q4: 40,464 shares; 2026Q1: 40,433 shares 40,433 $35M 0.95% -31 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,700 shares 95,700 $26.9M 0.73% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,310 shares; 2024Q4: 138,310 shares; 2025Q1: 139,216 shares; 2025Q2: 137,449 shares; 2025Q3: 135,420 shares; 2025Q4: 138,674 shares; 2026Q1: 165,182 shares 165,182 $23.9M 0.65% +26,508 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 887,970 shares; 2025Q4: 860,870 shares; 2026Q1: 634,070 shares 634,070 $23.5M 0.64% -226,800 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: 83,794 shares; 2024Q4: 83,794 shares; 2025Q1: 90,404 shares; 2025Q2: 92,188 shares; 2025Q3: 71,940 shares; 2025Q4: 72,738 shares; 2026Q1: 72,193 shares 72,193 $22.4M 0.61% -545 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: 93,064 shares; 2024Q4: 93,064 shares; 2025Q1: 182,648 shares; 2025Q2: 159,441 shares; 2025Q3: 136,779 shares; 2025Q4: 127,441 shares; 2026Q1: 131,572 shares 131,572 $21.1M 0.57% +4,131 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: 34,405 shares; 2024Q4: 34,405 shares; 2025Q1: 72,487 shares; 2025Q2: 83,640 shares; 2025Q3: 566,679 shares; 2025Q4: 74,300 shares; 2026Q1: 68,326 shares 68,326 $19M 0.51% -5,974 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: 37,059 shares; 2024Q4: 37,059 shares; 2025Q1: 39,003 shares; 2025Q2: 39,254 shares; 2025Q3: 39,772 shares; 2025Q4: 38,286 shares; 2026Q1: 32,937 shares 32,937 $18.6M 0.5% -5,349 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: 58,116 shares; 2024Q4: 58,116 shares; 2025Q1: 65,715 shares; 2025Q2: 66,927 shares; 2025Q3: 65,437 shares; 2025Q4: 62,664 shares; 2026Q1: 62,608 shares 62,608 $18.4M 0.5% -56 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: 286,083 shares; 2024Q4: 286,083 shares; 2025Q1: 292,747 shares; 2025Q2: 269,400 shares; 2025Q3: 256,989 shares; 2025Q4: 246,858 shares; 2026Q1: 240,648 shares 240,648 $18.3M 0.5% -6,210 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: 666,809 shares; 2024Q4: 666,809 shares; 2025Q1: 439,340 shares; 2025Q2: 290,356 shares; 2025Q3: 124,130 shares; 2025Q4: 115,637 shares; 2026Q1: 98,581 shares 98,581 $17.1M 0.46% -17,056 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: 346,911 shares; 2024Q4: 346,911 shares; 2025Q1: 335,151 shares; 2025Q2: 272,078 shares; 2025Q3: 236,622 shares; 2025Q4: 227,274 shares; 2026Q1: 218,257 shares 218,257 $16.9M 0.46% -9,017 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,649 shares; 2024Q4: 92,649 shares; 2025Q1: 92,868 shares; 2025Q2: 88,459 shares; 2025Q3: 91,157 shares; 2025Q4: 76,019 shares; 2026Q1: 69,619 shares 69,619 $14.2M 0.38% -6,400 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,577 shares; 2024Q4: 526,577 shares; 2025Q1: 606,117 shares; 2025Q2: 611,670 shares; 2025Q3: 565,864 shares; 2025Q4: 478,016 shares; 2026Q1: 166,050 shares 166,050 $14.1M 0.38% -311,966 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: 95,214 shares; 2024Q4: 95,214 shares; 2025Q1: 93,893 shares; 2025Q2: 91,118 shares; 2025Q3: 63,819 shares; 2025Q4: 53,961 shares; 2026Q1: 50,148 shares 50,148 $12.3M 0.33% -3,813 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: 54,661 shares; 2024Q4: 54,661 shares; 2025Q1: 55,636 shares; 2025Q2: 37,915 shares; 2025Q3: 52,037 shares; 2025Q4: 53,138 shares; 2026Q1: 52,104 shares 52,104 $11.8M 0.32% -1,034 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: 49,248 shares; 2024Q4: 49,248 shares; 2025Q1: 49,813 shares; 2025Q2: 48,238 shares; 2025Q3: 47,687 shares; 2025Q4: 49,862 shares; 2026Q1: 66,494 shares 66,494 $11.3M 0.31% +16,632 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: 100,275 shares; 2024Q4: 100,275 shares; 2025Q1: 100,215 shares; 2025Q2: 92,712 shares; 2025Q3: 92,527 shares; 2025Q4: 89,557 shares; 2026Q1: 79,746 shares 79,746 $9.04M 0.25% -9,811 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: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 1,978 shares; 2025Q2: 1,957 shares; 2025Q3: 1,713 shares; 2025Q4: 1,713 shares; 2026Q1: 10,623 shares 10,623 $7.52M 0.2% +8,910 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,048 shares; 2025Q1: 3,288 shares; 2025Q2: 6,623 shares; 2025Q3: 36,877 shares; 2025Q4: 41,462 shares; 2026Q1: 17,231 shares 17,231 $7.45M 0.2% -24,231 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: 166,206 shares; 2024Q4: 166,206 shares; 2025Q1: 128,956 shares; 2025Q2: 120,046 shares; 2025Q3: 111,043 shares; 2025Q4: 108,198 shares; 2026Q1: 105,158 shares 105,158 $6.38M 0.17% -3,040 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: 19,539 shares; 2024Q4: 19,539 shares; 2025Q1: 12,912 shares; 2025Q2: 11,029 shares; 2025Q3: 10,511 shares; 2025Q4: 10,481 shares; 2026Q1: 10,497 shares 10,497 $6.34M 0.17% +16 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: 112,988 shares; 2024Q4: 112,988 shares; 2025Q1: 116,156 shares; 2025Q2: 116,593 shares; 2025Q3: 116,168 shares; 2025Q4: 114,768 shares; 2026Q1: 112,444 shares 112,444 $6.33M 0.17% -2,324 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,890 shares; 2025Q2: 6,429 shares; 2025Q3: 6,432 shares; 2025Q4: 6,389 shares; 2026Q1: 6,255 shares 6,255 $6.02M 0.16% -134 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 14 shares; 2025Q2: 12 shares; 2025Q3: 544 shares; 2025Q4: 2,358 shares; 2026Q1: 3,124 shares 3,124 $5.4M 0.15% +766 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: 87,677 shares; 2024Q4: 87,677 shares; 2025Q1: 99,769 shares; 2025Q2: 84,837 shares; 2025Q3: 44,026 shares; 2025Q4: 37,050 shares; 2026Q1: 20,909 shares 20,909 $5.08M 0.14% -16,141 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: 35,341 shares; 2024Q4: 35,341 shares; 2025Q1: 22,172 shares; 2025Q2: 22,069 shares; 2025Q3: 21,151 shares; 2025Q4: 20,991 shares; 2026Q1: 21,015 shares 21,015 $4.35M 0.12% +24 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: 33,828 shares; 2024Q4: 33,828 shares; 2025Q1: 33,108 shares; 2025Q2: 33,018 shares; 2025Q3: 31,839 shares; 2025Q4: 31,694 shares; 2026Q1: 31,032 shares 31,032 $4.33M 0.12% -662 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: 520,780 shares; 2024Q4: 520,780 shares; 2025Q1: 490,473 shares; 2025Q2: 456,873 shares; 2025Q3: 61,229 shares; 2025Q4: 53,589 shares; 2026Q1: 26,641 shares 26,641 $4.19M 0.11% -26,948 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: 33,397 shares; 2024Q4: 33,397 shares; 2025Q1: 33,197 shares; 2025Q2: 32,032 shares; 2025Q3: 31,477 shares; 2025Q4: 30,714 shares; 2026Q1: 30,346 shares 30,346 $3.97M 0.11% -368 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: 215,184 shares; 2024Q4: 215,184 shares; 2025Q1: 194,437 shares; 2025Q2: 188,572 shares; 2025Q3: 152,313 shares; 2025Q4: 148,620 shares; 2026Q1: 140,350 shares 140,350 $3.94M 0.11% -8,270 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: 86,589 shares; 2024Q4: 86,589 shares; 2025Q1: 89,969 shares; 2025Q2: 90,101 shares; 2025Q3: 81,366 shares; 2025Q4: 74,771 shares; 2026Q1: 40,553 shares 40,553 $3.91M 0.11% -34,218 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: 36,615 shares; 2024Q4: 36,615 shares; 2025Q1: 36,615 shares; 2025Q2: 35,611 shares; 2025Q3: 1,515,299 shares; 2025Q4: 1,011,359 shares; 2026Q1: 35,294 shares 35,294 $3.27M 0.09% -976,065 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: 41,359 shares; 2024Q4: 41,359 shares; 2025Q1: 40,964 shares; 2025Q2: 41,164 shares; 2025Q3: 41,468 shares; 2025Q4: 37,540 shares; 2026Q1: 37,440 shares 37,440 $3.19M 0.09% -100 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: 38,260 shares; 2024Q4: 38,260 shares; 2025Q1: 39,194 shares; 2025Q2: 10,757 shares; 2025Q3: 10,386 shares; 2025Q4: 9,998 shares; 2026Q1: 9,085 shares 9,085 $3.1M 0.08% -913 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 40,077 shares; 2025Q3: 14,123 shares; 2025Q4: 13,231 shares; 2026Q1: 12,728 shares 12,728 $2.97M 0.08% -503 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,670 shares 53,670 $2.9M 0.08% new 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: 32,616 shares; 2024Q4: 32,616 shares; 2025Q1: 25,115 shares; 2025Q2: 19,047 shares; 2025Q3: 19,279 shares; 2025Q4: 17,739 shares; 2026Q1: 18,649 shares 18,649 $2.9M 0.08% +910 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: 17,645 shares; 2024Q4: 17,645 shares; 2025Q1: 17,645 shares; 2025Q2: 84,584 shares; 2025Q3: 118,584 shares; 2025Q4: 58,139 shares; 2026Q1: 57,839 shares 57,839 $2.82M 0.08% -300 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: 40,160 shares; 2024Q4: 40,160 shares; 2025Q1: 39,485 shares; 2025Q2: 36,380 shares; 2025Q3: 35,030 shares; 2025Q4: 34,855 shares; 2026Q1: 34,520 shares 34,520 $2.6M 0.07% -335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,368 shares; 2026Q1: 11,582 shares 11,582 $2.48M 0.07% +3,214 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: 12,036 shares; 2024Q4: 12,036 shares; 2025Q1: 13,480 shares; 2025Q2: 19,680 shares; 2025Q3: 19,234 shares; 2025Q4: 18,404 shares; 2026Q1: 18,757 shares 18,757 $2.35M 0.06% +353 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: 9,543 shares; 2024Q4: 9,543 shares; 2025Q1: 11,850 shares; 2025Q2: 3,092 shares; 2025Q3: 2,849 shares; 2025Q4: 2,898 shares; 2026Q1: 24,972 shares 24,972 $2.32M 0.06% +22,074 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: 5,078 shares; 2024Q4: 5,078 shares; 2025Q1: 5,229 shares; 2025Q2: 5,440 shares; 2025Q3: 4,940 shares; 2025Q4: 4,404 shares; 2026Q1: 4,528 shares 4,528 $2.09M 0.06% +124 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: 25,147 shares; 2024Q4: 25,147 shares; 2025Q1: 24,951 shares; 2025Q2: 24,921 shares; 2025Q3: 24,614 shares; 2025Q4: 24,464 shares; 2026Q1: 23,728 shares 23,728 $1.83M 0.05% -736 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: 86,443 shares; 2024Q4: 86,443 shares; 2025Q1: 80,972 shares; 2025Q2: 76,123 shares; 2025Q3: 70,784 shares; 2025Q4: 31,298 shares; 2026Q1: 30,365 shares 30,365 $1.75M 0.05% -933 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: 6,958 shares; 2024Q4: 6,958 shares; 2025Q1: 6,958 shares; 2025Q2: 6,958 shares; 2025Q3: 6,958 shares; 2025Q4: 6,958 shares; 2026Q1: 6,958 shares 6,958 $1.47M 0.04% 0 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: 373,547 shares; 2024Q4: 373,547 shares; 2025Q1: 375,003 shares; 2025Q2: 375,193 shares; 2025Q3: 6,823 shares; 2025Q4: 6,341 shares; 2026Q1: 4,668 shares 4,668 $1.37M 0.04% -1,673 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 22,880 shares; 2025Q2: 166,718 shares; 2025Q3: 41,770 shares; 2025Q4: 33,679 shares; 2026Q1: 32,574 shares 32,574 $1.16M 0.03% -1,105 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: 3,317 shares; 2024Q4: 3,317 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,242 shares; 2025Q4: 3,242 shares; 2026Q1: 3,242 shares 3,242 $1.14M 0.03% 0 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: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: 1,674 shares; 2025Q2: 1,519 shares; 2025Q3: 1,126 shares; 2025Q4: 10,880 shares; 2026Q1: 11,590 shares 11,590 $1.11M 0.03% +710 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: 5,003 shares; 2024Q4: 5,003 shares; 2025Q1: 5,003 shares; 2025Q2: 5,003 shares; 2025Q3: 4,826 shares; 2025Q4: 4,766 shares; 2026Q1: 4,923 shares 4,923 $1.07M 0.03% +157 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: 10,441 shares; 2024Q4: 10,441 shares; 2025Q1: 6,132 shares; 2025Q2: 3,585 shares; 2025Q3: 2,003 shares; 2025Q4: 1,570 shares; 2026Q1: 6,920 shares 6,920 $1.01M 0.03% +5,350 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,794 shares; 2025Q2: 1,853 shares; 2025Q3: 1,986 shares; 2025Q4: 1,812 shares; 2026Q1: 1,547 shares 1,547 $1.01M 0.03% -265 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 16,250 shares; 2025Q2: 16,530 shares; 2025Q3: 20,145 shares; 2025Q4: 19,470 shares; 2026Q1: 9,040 shares 9,040 $978K 0.03% -10,430 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,079 shares; 2025Q2: 1,174 shares; 2025Q3: 1,197 shares; 2025Q4: 1,163 shares; 2026Q1: 1,118 shares 1,118 $945K 0.03% -45 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,317 shares; 2024Q4: 19,317 shares; 2025Q1: 21,135 shares; 2025Q2: 22,090 shares; 2025Q3: 23,405 shares; 2025Q4: 16,650 shares; 2026Q1: 15,700 shares 15,700 $928K 0.03% -950 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: 7,233 shares; 2024Q4: 7,233 shares; 2025Q1: 7,131 shares; 2025Q2: 7,067 shares; 2025Q3: 1,140,264 shares; 2025Q4: 312,232 shares; 2026Q1: 8,035 shares 8,035 $924K 0.03% -304,197 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324,531 shares; 2025Q3: 314,467 shares; 2025Q4: 304,235 shares; 2026Q1: 1,462 shares 1,462 $796K 0.02% -302,773 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: 6,201 shares; 2024Q4: 6,201 shares; 2025Q1: 6,201 shares; 2025Q2: 6,201 shares; 2025Q3: 6,201 shares; 2025Q4: 6,201 shares; 2026Q1: 6,201 shares 6,201 $734K 0.02% 0 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: 22,118 shares; 2024Q4: 22,118 shares; 2025Q1: 19,443 shares; 2025Q2: 16,824 shares; 2025Q3: 13,399 shares; 2025Q4: 12,997 shares; 2026Q1: 10,992 shares 10,992 $725K 0.02% -2,005 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: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $691K 0.02% 0 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: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 875 shares; 2025Q2: 876 shares; 2025Q3: 761 shares; 2025Q4: 814 shares; 2026Q1: 693 shares 693 $690K 0.02% -121 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: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 5,223 shares 5,223 $689K 0.02% +4,400 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: not reported; 2024Q4: 10,003 shares; 2025Q1: 9,813 shares; 2025Q2: 6,696 shares; 2025Q3: 6,590 shares; 2025Q4: 6,590 shares; 2026Q1: 6,535 shares 6,535 $670K 0.02% -55 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: 420 shares; 2024Q4: 420 shares; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,293 shares; 2025Q4: 1,659 shares; 2026Q1: 1,908 shares 1,908 $644K 0.02% +249 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: 6,232 shares; 2024Q4: 6,232 shares; 2025Q1: 6,232 shares; 2025Q2: 6,232 shares; 2025Q3: 6,232 shares; 2025Q4: 6,232 shares; 2026Q1: 6,232 shares 6,232 $605K 0.02% 0 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: 16,050 shares; 2024Q4: 16,050 shares; 2025Q1: 22,577 shares; 2025Q2: 22,377 shares; 2025Q3: 19,910 shares; 2025Q4: 12,593 shares; 2026Q1: 4,066 shares 4,066 $598K 0.02% -8,527 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: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 887 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 781 shares; 2026Q1: 681 shares 681 $595K 0.02% -100 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: 2,935 shares; 2024Q4: 2,935 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 3,200 shares 3,200 $583K 0.02% +1,090 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 1,743 shares; 2025Q4: 1,886 shares; 2026Q1: 3,186 shares 3,186 $556K 0.02% +1,300 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 9,780 shares; 2025Q1: 9,780 shares; 2025Q2: 9,780 shares; 2025Q3: 9,780 shares; 2025Q4: 9,780 shares; 2026Q1: 9,780 shares 9,780 $555K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,730 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,730 shares 4,730 $546K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: 3,741 shares; 2026Q1: 3,741 shares 3,741 $495K 0.01% 0 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: 10,996 shares; 2024Q4: 5,498 shares; 2025Q1: 4,848 shares; 2025Q2: 2,198 shares; 2025Q3: 2,305 shares; 2025Q4: 2,352 shares; 2026Q1: 2,352 shares 2,352 $478K 0.01% 0 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: 1,367,338 shares; 2024Q4: 1,367,338 shares; 2025Q1: 1,257,688 shares; 2025Q2: 129,811 shares; 2025Q3: 1,086,688 shares; 2025Q4: 114,119 shares; 2026Q1: 7,323 shares 7,323 $478K 0.01% -106,796 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares; 2026Q1: 4,205 shares 4,205 $468K 0.01% 0 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: 6,684 shares; 2024Q4: 6,684 shares; 2025Q1: 7,319 shares; 2025Q2: 7,319 shares; 2025Q3: 7,219 shares; 2025Q4: 7,219 shares; 2026Q1: 7,219 shares 7,219 $453K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares 3,715 $450K 0.01% 0 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,774 shares; 2024Q4: 64,774 shares; 2025Q1: 64,774 shares; 2025Q2: 64,774 shares; 2025Q3: 38,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $448K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 6,050 shares; 2026Q1: 5,300 shares 5,300 $447K 0.01% -750 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 345 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares 2,545 $430K 0.01% 0 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: 9,994 shares; 2024Q4: 9,994 shares; 2025Q1: 11,414 shares; 2025Q2: 13,046 shares; 2025Q3: 5,128 shares; 2025Q4: 3,474 shares; 2026Q1: 3,474 shares 3,474 $418K 0.01% 0 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: 34,771 shares; 2024Q4: 34,771 shares; 2025Q1: 37,461 shares; 2025Q2: 38,103 shares; 2025Q3: 16,755 shares; 2025Q4: 14,764 shares; 2026Q1: 7,734 shares 7,734 $409K 0.01% -7,030 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 3,879 shares; 2025Q2: 3,092 shares; 2025Q3: 2,996 shares; 2025Q4: 5,410 shares; 2026Q1: 3,272 shares 3,272 $409K 0.01% -2,138 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: 3,644 shares; 2024Q4: 3,644 shares; 2025Q1: 2,302 shares; 2025Q2: 2,249 shares; 2025Q3: 1,664 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares 1,439 $408K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares; 2026Q1: 3,730 shares 3,730 $407K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,050 shares; 2025Q3: 61,025 shares; 2025Q4: 45,695 shares; 2026Q1: 43,735 shares 43,735 $399K 0.01% -1,960 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: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 4,861 shares; 2026Q1: 4,861 shares 4,861 $397K 0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,022 shares; 2025Q4: 3,512 shares; 2026Q1: 3,585 shares 3,585 $379K 0.01% +73 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: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $337K 0.01% 0 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $333K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 775 shares; 2026Q1: 2,985 shares 2,985 $333K 0.01% +2,210 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: 16,881 shares; 2024Q4: 16,881 shares; 2025Q1: 16,881 shares; 2025Q2: 16,881 shares; 2025Q3: 16,881 shares; 2025Q4: 16,881 shares; 2026Q1: 16,881 shares 16,881 $318K 0.01% 0 Timeline IMCR IMMUNOCORE HLDGS PLC More: the full row for IMMUNOCORE HLDGS 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: 10,100 shares 10,100 $304K 0.01% new Timeline GRID 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: 1,187 shares; 2025Q3: 1,555 shares; 2025Q4: 1,905 shares; 2026Q1: 1,855 shares 1,855 $303K 0.01% -50 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: 4,166 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,054 shares; 2025Q3: 2,043 shares; 2025Q4: 2,153 shares; 2026Q1: 1,203 shares 1,203 $292K 0.01% -950 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $276K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,644 shares; 2024Q4: 392,644 shares; 2025Q1: 307,429 shares; 2025Q2: 122,695 shares; 2025Q3: 11,844 shares; 2025Q4: 8,058 shares; 2026Q1: 1,236 shares 1,236 $268K 0.01% -6,822 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 720 shares; 2025Q4: 670 shares; 2026Q1: 600 shares 600 $262K 0.01% -70 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: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $242K 0.01% 0 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: 4,331 shares; 2024Q4: 4,331 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares 3,855 $225K 0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $202K 0.01% 0 Timeline INDY 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: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,560 shares 4,560 $193K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 380 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares 313 $176K <0.01% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,940 shares 4,940 $174K <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,752 shares; 2024Q4: 27,752 shares; 2025Q1: 22,856 shares; 2025Q2: 5,881 shares; 2025Q3: 5,803 shares; 2025Q4: 5,538 shares; 2026Q1: 2,303 shares 2,303 $165K <0.01% -3,235 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: 642 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 594 shares; 2025Q4: 592 shares; 2026Q1: 524 shares 524 $155K <0.01% -68 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $146K <0.01% 0 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $138K <0.01% 0 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: 1,857 shares; 2025Q4: 1,724 shares; 2026Q1: 3,228 shares 3,228 $132K <0.01% +1,504 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $130K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares 548 $114K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $112K <0.01% new Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,800 shares; 2024Q4: 38,800 shares; 2025Q1: 38,800 shares; 2025Q2: 23,800 shares; 2025Q3: 24,150 shares; 2025Q4: 24,150 shares; 2026Q1: 24,150 shares 24,150 $109K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,439 shares; 2025Q1: 1,354 shares; 2025Q2: 1,174 shares; 2025Q3: 1,066 shares; 2025Q4: 854 shares; 2026Q1: 911 shares 911 $108K <0.01% +57 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 68 shares; 2026Q1: 158 shares 158 $108K <0.01% +90 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,608 shares; 2024Q4: 21,608 shares; 2025Q1: 56,899 shares; 2025Q2: 40,229 shares; 2025Q3: 33,882 shares; 2025Q4: 2,447 shares; 2026Q1: 2,315 shares 2,315 $105K <0.01% -132 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: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: 4,177 shares; 2025Q3: 3,617 shares; 2025Q4: 3,617 shares; 2026Q1: 3,523 shares 3,523 $101K <0.01% -94 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: 1,196,528 shares; 2024Q4: 1,196,528 shares; 2025Q1: 1,214,750 shares; 2025Q2: 1,226,488 shares; 2025Q3: 241,126 shares; 2025Q4: 2,917 shares; 2026Q1: 1,804 shares 1,804 $101K <0.01% -1,113 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $99K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 350 shares 350 $93K <0.01% -50 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,300 shares; 2026Q1: 9,700 shares 9,700 $87K <0.01% -3,600 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,220 shares; 2025Q2: 1,580 shares; 2025Q3: 1,000 shares; 2025Q4: 1,350 shares; 2026Q1: 775 shares 775 $84K <0.01% -575 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 6,200 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares 7,400 $84K <0.01% 0 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,500 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares; 2026Q1: 32,500 shares 32,500 $77K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 945 shares; 2025Q4: 1,125 shares; 2026Q1: 385 shares 385 $76K <0.01% -740 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $70K <0.01% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648,005 shares; 2024Q4: 4,648,005 shares; 2025Q1: 4,646,100 shares; 2025Q2: 4,638,400 shares; 2025Q3: 14,000 shares; 2025Q4: 11,450 shares; 2026Q1: 8,450 shares 8,450 $66K <0.01% -3,000 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $65K <0.01% 0 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: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 940 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768 $64K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $64K <0.01% 0 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,786 shares 10,786 $64K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 2,184 shares; 2025Q3: 2,320 shares; 2025Q4: 2,020 shares; 2026Q1: 2,170 shares 2,170 $63K <0.01% +150 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,255 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 291 shares 291 $60K <0.01% +140 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $59K <0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $54K <0.01% 0 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: 76,560 shares; 2024Q4: 76,560 shares; 2025Q1: 1,090 shares; 2025Q2: 1,150 shares; 2025Q3: 1,425 shares; 2025Q4: 1,568 shares; 2026Q1: 1,568 shares 1,568 $53K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $53K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $52K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,200 shares 2,200 $52K <0.01% -300 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $52K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $51K <0.01% 0 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: 4,223 shares; 2024Q4: 4,223 shares; 2025Q1: 4,223 shares; 2025Q2: 4,223 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares 1,723 $50K <0.01% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,159 shares; 2025Q1: 4,159 shares; 2025Q2: 4,159 shares; 2025Q3: 4,159 shares; 2025Q4: 4,159 shares; 2026Q1: 4,159 shares 4,159 $50K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $49K <0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares; 2026Q1: 280 shares 280 $49K <0.01% +5 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 635 shares; 2025Q2: 505 shares; 2025Q3: 480 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $47K <0.01% 0 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 2,353 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $47K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $47K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 741 shares; 2025Q3: 741 shares; 2025Q4: 323 shares; 2026Q1: 155 shares 155 $45K <0.01% -168 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $45K <0.01% 0 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 570 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 283 shares; 2026Q1: 268 shares 268 $42K <0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 150 shares 150 $42K <0.01% +50 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 750 shares 750 $41K <0.01% -250 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $41K <0.01% 0 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: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 908 shares; 2025Q3: 708 shares; 2025Q4: 112 shares; 2026Q1: 122 shares 122 $40K <0.01% +10 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 11,675 shares; 2026Q1: 11,675 shares 11,675 $40K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $35K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210 $34K <0.01% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $33K <0.01% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $33K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 175 shares 175 $32K <0.01% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $28K <0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $28K <0.01% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $26K <0.01% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 2,500 shares 2,500 $25K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $24K <0.01% 0 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: 312 shares; 2024Q4: 312 shares; 2025Q1: 800 shares; 2025Q2: 652 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 490 shares 490 $23K <0.01% -134 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 5,321 shares; 2025Q3: 5,151 shares; 2025Q4: 5,151 shares; 2026Q1: 5,151 shares 5,151 $22K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 16,190 shares; 2025Q1: 15,550 shares; 2025Q2: 15,499 shares; 2025Q3: 16,067 shares; 2025Q4: 1,102 shares; 2026Q1: 962 shares 962 $22K <0.01% -140 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,310 shares; 2025Q4: 7,310 shares; 2026Q1: 7,310 shares 7,310 $22K <0.01% 0 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND 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: not reported; 2026Q1: 2,590 shares 2,590 $22K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $21K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 1,936 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $21K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $21K <0.01% 0 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $21K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $20K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $19K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $19K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 73 shares; 2025Q4: not reported; 2026Q1: 200 shares 200 $19K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,430 shares; 2025Q4: 3,230 shares; 2026Q1: 1,310 shares 1,310 $19K <0.01% -1,920 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $19K <0.01% 0 Timeline GEOS GEOSPACE TECHNOLOGIES CORP More: the full row for GEOSPACE TECHNOLOGIES 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: 1,600 shares 1,600 $19K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $18K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 275 shares; 2025Q2: 512 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 110 shares 110 $17K <0.01% -61 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $17K <0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 500 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $17K <0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $15K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $14K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $14K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $14K <0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $14K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 300 shares; 2026Q1: 300 shares 300 $14K <0.01% 0 Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA 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: 16,200 shares 16,200 $13K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 148 shares 148 $12K <0.01% +10 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $12K <0.01% 0 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $11K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $10K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $10K <0.01% 0 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 116 shares; 2026Q1: 24 shares 24 $9K <0.01% -92 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $9K <0.01% 0 Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 3,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $9K <0.01% 0 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 190 shares; 2025Q3: 104 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $8K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8K <0.01% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares 264 $8K <0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to 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: 118 shares 118 $8K <0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $8K <0.01% 0 Timeline INDV INDIVIOR PHARMACEUTICALS INC More: the full row for INDIVIOR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258 $8K <0.01% new Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $7K <0.01% 0 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: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 1,855 shares; 2025Q2: 2,002 shares; 2025Q3: 1,999 shares; 2025Q4: 610 shares; 2026Q1: 34 shares 34 $6K <0.01% -576 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $6K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $6K <0.01% 0 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,395 shares; 2025Q4: 785 shares; 2026Q1: 665 shares 665 $6K <0.01% -120 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $5K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $5K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $5K <0.01% 0 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $5K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $5K <0.01% 0 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares 838 $5K <0.01% 0 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $5K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $4K <0.01% 0 Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 2,120 shares 2,120 $3K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $3K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $3K <0.01% 0 Timeline MXCT MAXCYTE INC More: the full row for MAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 7,800 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $3K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 685 shares; 2026Q1: 30 shares 30 $2K <0.01% -655 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $2K <0.01% new 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $2K <0.01% 0 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2K <0.01% 0 Timeline CRCT CRICUT INC More: the full row for CRICUT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $2K <0.01% 0 Timeline INMB INMUNE BIO INC More: the full row for INMUNE BIO 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $2K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 200 shares; 2025Q2: 186 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 273 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $1K <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $1K <0.01% 0 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $1K <0.01% 0 Timeline FRMM FORUM MARKETS INC More: the full row for FORUM MARKETS 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: 215 shares; 2026Q1: 215 shares 215 $1K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 56 shares 56 $0 0% new Value filed as zero, left out of ratios. Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $0 0% 0 Value filed as zero, left out of ratios. Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $0 0% 0 Value filed as zero, left out of ratios. Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $0 0% 0 Value filed as zero, left out of ratios. Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL 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: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline BATL BATTALION OIL CORP More: the full row for BATTALION OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline