QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014,247 shares; 2024Q4: 3,017,086 shares; 2025Q1: 2,974,123 shares; 2025Q2: 2,629,916 shares; 2025Q3: 2,637,754 shares; 2025Q4: 2,620,337 shares; 2026Q1: 2,510,018 shares 2,510,018 $134M 11.65% -110,319 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262,716 shares; 2024Q4: 1,318,508 shares; 2025Q1: 1,179,433 shares; 2025Q2: 1,185,403 shares; 2025Q3: 1,191,684 shares; 2025Q4: 1,201,786 shares; 2026Q1: 565,259 shares 565,259 $122M 10.56% -636,527 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641,623 shares 641,623 $65.4M 5.68% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,172 shares; 2024Q4: 262,019 shares; 2025Q1: 233,757 shares; 2025Q2: 219,163 shares; 2025Q3: 216,661 shares; 2025Q4: 206,674 shares; 2026Q1: 193,088 shares 193,088 $57.7M 5.01% -13,586 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136,503 shares; 2024Q4: 3,402,553 shares; 2025Q1: 1,817,563 shares; 2025Q2: 1,688,601 shares; 2025Q3: 1,723,373 shares; 2025Q4: 1,789,229 shares; 2026Q1: 1,092,877 shares 1,092,877 $53M 4.6% -696,352 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,248 shares; 2024Q4: 164,684 shares; 2025Q1: 70,547 shares; 2025Q2: not reported; 2025Q3: 70,646 shares; 2025Q4: 73,777 shares; 2026Q1: 70,508 shares 70,508 $38.7M 3.36% -3,269 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 536,853 shares 536,853 $35M 3.04% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,332 shares; 2024Q4: 370,044 shares; 2025Q1: 369,684 shares; 2025Q2: 369,684 shares; 2025Q3: 369,624 shares; 2025Q4: 369,443 shares; 2026Q1: 369,076 shares 369,076 $33.3M 2.89% -367 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: 122,232 shares; 2024Q4: 130,045 shares; 2025Q1: 103,101 shares; 2025Q2: not reported; 2025Q3: 104,822 shares; 2025Q4: 104,557 shares; 2026Q1: 104,058 shares 104,058 $26.4M 2.3% -499 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: 152,813 shares; 2024Q4: 160,475 shares; 2025Q1: 113,395 shares; 2025Q2: 115,353 shares; 2025Q3: 117,144 shares; 2025Q4: 116,822 shares; 2026Q1: 116,255 shares 116,255 $20.3M 1.76% -567 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,320 shares; 2024Q4: 60,320 shares; 2025Q1: 60,320 shares; 2025Q2: 56,664 shares; 2025Q3: 56,664 shares; 2025Q4: 56,664 shares; 2026Q1: 55,275 shares 55,275 $19.7M 1.71% -1,389 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,971 shares; 2024Q4: 152,714 shares; 2025Q1: 151,850 shares; 2025Q2: 151,750 shares; 2025Q3: 151,750 shares; 2025Q4: 151,750 shares; 2026Q1: 151,750 shares 151,750 $17.2M 1.49% 0 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: 71,600 shares; 2024Q4: 70,143 shares; 2025Q1: 70,143 shares; 2025Q2: 70,046 shares; 2025Q3: 70,046 shares; 2025Q4: 70,046 shares; 2026Q1: 69,367 shares 69,367 $14.6M 1.27% -679 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: 44,954 shares; 2024Q4: 50,748 shares; 2025Q1: 36,597 shares; 2025Q2: 39,888 shares; 2025Q3: 38,788 shares; 2025Q4: 38,278 shares; 2026Q1: 36,559 shares 36,559 $13.5M 1.18% -1,719 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 20,492 shares; 2025Q1: 20,340 shares; 2025Q2: 19,753 shares; 2025Q3: 19,780 shares; 2025Q4: 19,751 shares; 2026Q1: 19,887 shares 19,887 $12.9M 1.12% +136 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,019 shares; 2024Q4: 52,938 shares; 2025Q1: 38,450 shares; 2025Q2: 44,142 shares; 2025Q3: 40,920 shares; 2025Q4: 40,334 shares; 2026Q1: 40,505 shares 40,505 $11.6M 1.01% +171 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: 71,957 shares; 2024Q4: 74,492 shares; 2025Q1: 71,162 shares; 2025Q2: 70,376 shares; 2025Q3: 67,927 shares; 2025Q4: 67,837 shares; 2026Q1: 66,867 shares 66,867 $11.3M 0.99% -970 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,950 shares; 2024Q4: 33,124 shares; 2025Q1: 34,530 shares; 2025Q2: 34,407 shares; 2025Q3: 34,389 shares; 2025Q4: 34,339 shares; 2026Q1: 34,175 shares 34,175 $11M 0.95% -164 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: 42,186 shares; 2024Q4: 43,143 shares; 2025Q1: 32,171 shares; 2025Q2: 30,910 shares; 2025Q3: 32,247 shares; 2025Q4: 31,693 shares; 2026Q1: 30,781 shares 30,781 $9.53M 0.83% -912 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,674 shares; 2024Q4: 106,171 shares; 2025Q1: 105,809 shares; 2025Q2: 96,356 shares; 2025Q3: 94,319 shares; 2025Q4: 92,764 shares; 2026Q1: 90,795 shares 90,795 $8.83M 0.77% -1,969 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: 13,000 shares; 2024Q4: 13,090 shares; 2025Q1: 13,084 shares; 2025Q2: 13,116 shares; 2025Q3: 13,114 shares; 2025Q4: 13,144 shares; 2026Q1: 13,012 shares 13,012 $8.5M 0.74% -132 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,095 shares; 2024Q4: 482,688 shares; 2025Q1: 483,146 shares; 2025Q2: 293,304 shares; 2025Q3: 287,723 shares; 2025Q4: 293,483 shares; 2026Q1: 245,368 shares 245,368 $7.6M 0.66% -48,115 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: 70,664 shares; 2024Q4: 75,710 shares; 2025Q1: 66,238 shares; 2025Q2: 165,779 shares; 2025Q3: 165,274 shares; 2025Q4: 162,154 shares; 2026Q1: 162,784 shares 162,784 $7.55M 0.66% +630 Timeline IVLU 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: 110,096 shares; 2024Q4: 563,695 shares; 2025Q1: 266,203 shares; 2025Q2: 338,038 shares; 2025Q3: 433,297 shares; 2025Q4: 438,891 shares; 2026Q1: 190,315 shares 190,315 $7.55M 0.66% -248,576 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,155 shares; 2024Q4: 253,027 shares; 2025Q1: 79,463 shares; 2025Q2: 112,615 shares; 2025Q3: 108,835 shares; 2025Q4: 139,998 shares; 2026Q1: 98,431 shares 98,431 $7.39M 0.64% -41,567 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: 17,454 shares; 2024Q4: 17,562 shares; 2025Q1: 15,735 shares; 2025Q2: not reported; 2025Q3: 16,005 shares; 2025Q4: 15,891 shares; 2026Q1: 14,837 shares 14,837 $7.11M 0.62% -1,054 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: 46,092 shares; 2024Q4: 48,413 shares; 2025Q1: 33,214 shares; 2025Q2: not reported; 2025Q3: 35,353 shares; 2025Q4: 35,931 shares; 2026Q1: 33,061 shares 33,061 $6.89M 0.6% -2,870 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: 26,017 shares; 2024Q4: 26,345 shares; 2025Q1: 21,989 shares; 2025Q2: 24,421 shares; 2025Q3: 21,898 shares; 2025Q4: 21,617 shares; 2026Q1: 22,222 shares 22,222 $6.54M 0.57% +605 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,135 shares; 2024Q4: 59,591 shares; 2025Q1: 53,555 shares; 2025Q2: 60,344 shares; 2025Q3: 55,487 shares; 2025Q4: 55,107 shares; 2026Q1: 52,397 shares 52,397 $6.51M 0.57% -2,710 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: 22,266 shares; 2024Q4: 23,068 shares; 2025Q1: 21,025 shares; 2025Q2: 20,902 shares; 2025Q3: 20,226 shares; 2025Q4: 20,107 shares; 2026Q1: 24,516 shares 24,516 $5.99M 0.52% +4,409 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: 25,927 shares; 2024Q4: 25,391 shares; 2025Q1: 18,803 shares; 2025Q2: 17,983 shares; 2025Q3: 17,997 shares; 2025Q4: 18,225 shares; 2026Q1: 17,584 shares 17,584 $5.04M 0.44% -641 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: 11,458 shares; 2024Q4: 12,250 shares; 2025Q1: 8,747 shares; 2025Q2: 9,295 shares; 2025Q3: 9,240 shares; 2025Q4: 9,078 shares; 2026Q1: 8,444 shares 8,444 $4.83M 0.42% -634 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,586 shares; 2024Q4: 49,898 shares; 2025Q1: 49,672 shares; 2025Q2: 49,712 shares; 2025Q3: 49,206 shares; 2025Q4: 46,569 shares; 2026Q1: 49,466 shares 49,466 $4.48M 0.39% +2,897 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,944 shares; 2024Q4: 18,348 shares; 2025Q1: 12,248 shares; 2025Q2: 11,831 shares; 2025Q3: 12,440 shares; 2025Q4: 12,438 shares; 2026Q1: 11,884 shares 11,884 $4.42M 0.38% -554 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,960 shares; 2024Q4: 52,727 shares; 2025Q1: 48,040 shares; 2025Q2: 46,663 shares; 2025Q3: 47,513 shares; 2025Q4: 47,285 shares; 2026Q1: 52,129 shares 52,129 $4.15M 0.36% +4,844 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 12,072 shares; 2025Q1: 12,429 shares; 2025Q2: 10,956 shares; 2025Q3: 11,348 shares; 2025Q4: 11,323 shares; 2026Q1: 6,945 shares 6,945 $4.15M 0.36% -4,378 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,557 shares; 2024Q4: 24,837 shares; 2025Q1: 29,580 shares; 2025Q2: 19,442 shares; 2025Q3: 23,725 shares; 2025Q4: 30,358 shares; 2026Q1: 19,080 shares 19,080 $4.15M 0.36% -11,278 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,184 shares; 2024Q4: 17,464 shares; 2025Q1: 13,316 shares; 2025Q2: 15,285 shares; 2025Q3: 13,552 shares; 2025Q4: 13,248 shares; 2026Q1: 13,489 shares 13,489 $4.08M 0.35% +241 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,077 shares; 2024Q4: 351,711 shares; 2025Q1: 284,746 shares; 2025Q2: 361,053 shares; 2025Q3: 229,753 shares; 2025Q4: 228,617 shares; 2026Q1: 111,816 shares 111,816 $3.57M 0.31% -116,801 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 5,778 shares; 2025Q1: 5,657 shares; 2025Q2: 3,194 shares; 2025Q3: 3,301 shares; 2025Q4: 3,368 shares; 2026Q1: 27,951 shares 27,951 $3.47M 0.3% +24,583 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,520 shares; 2024Q4: 27,648 shares; 2025Q1: 38,125 shares; 2025Q2: 41,378 shares; 2025Q3: 40,379 shares; 2025Q4: 39,917 shares; 2026Q1: 46,473 shares 46,473 $3.42M 0.3% +6,556 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: 16,123 shares; 2024Q4: 18,805 shares; 2025Q1: 16,108 shares; 2025Q2: 15,967 shares; 2025Q3: 14,211 shares; 2025Q4: 13,512 shares; 2026Q1: 16,411 shares 16,411 $3.4M 0.3% +2,899 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,459 shares; 2024Q4: 38,459 shares; 2025Q1: 38,635 shares; 2025Q2: 38,619 shares; 2025Q3: 38,809 shares; 2025Q4: 38,429 shares; 2026Q1: 38,330 shares 38,330 $3.38M 0.29% -99 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 6,613 shares; 2025Q1: 6,588 shares; 2025Q2: 6,408 shares; 2025Q3: 5,977 shares; 2025Q4: 5,923 shares; 2026Q1: 7,889 shares 7,889 $3.36M 0.29% +1,966 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: 19,497 shares; 2024Q4: 21,271 shares; 2025Q1: 20,489 shares; 2025Q2: 20,422 shares; 2025Q3: 20,290 shares; 2025Q4: 20,114 shares; 2026Q1: 20,542 shares 20,542 $3.19M 0.28% +428 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: 5,217 shares; 2024Q4: 6,033 shares; 2025Q1: 5,502 shares; 2025Q2: 5,440 shares; 2025Q3: 5,418 shares; 2025Q4: 5,182 shares; 2026Q1: 4,268 shares 4,268 $3.02M 0.26% -914 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,624 shares; 2024Q4: 9,337 shares; 2025Q1: 9,119 shares; 2025Q2: 9,096 shares; 2025Q3: 8,634 shares; 2025Q4: 8,380 shares; 2026Q1: 8,776 shares 8,776 $2.97M 0.26% +396 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,318 shares; 2024Q4: 25,098 shares; 2025Q1: 21,337 shares; 2025Q2: 20,691 shares; 2025Q3: 20,345 shares; 2025Q4: 20,437 shares; 2026Q1: 20,072 shares 20,072 $2.9M 0.25% -365 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,401 shares; 2024Q4: 12,357 shares; 2025Q1: 13,075 shares; 2025Q2: 7,747 shares; 2025Q3: 7,757 shares; 2025Q4: 9,313 shares; 2026Q1: 9,130 shares 9,130 $2.76M 0.24% -183 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,826 shares; 2024Q4: 12,826 shares; 2025Q1: 12,826 shares; 2025Q2: 12,826 shares; 2025Q3: 12,826 shares; 2025Q4: 12,826 shares; 2026Q1: 12,826 shares 12,826 $2.64M 0.23% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,243 shares; 2024Q4: 86,816 shares; 2025Q1: not reported; 2025Q2: 30,075 shares; 2025Q3: 30,075 shares; 2025Q4: 41,920 shares; 2026Q1: 56,865 shares 56,865 $2.63M 0.23% +14,945 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 17,710 shares; 2025Q1: 17,710 shares; 2025Q2: 17,887 shares; 2025Q3: 17,779 shares; 2025Q4: 17,549 shares; 2026Q1: 22,777 shares 22,777 $2.54M 0.22% +5,228 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: 4,050 shares; 2024Q4: 4,020 shares; 2025Q1: 2,855 shares; 2025Q2: 3,476 shares; 2025Q3: 2,658 shares; 2025Q4: 2,714 shares; 2026Q1: 2,732 shares 2,732 $2.51M 0.22% +18 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: 11,969 shares; 2024Q4: 13,054 shares; 2025Q1: 11,149 shares; 2025Q2: 10,468 shares; 2025Q3: 10,207 shares; 2025Q4: 9,943 shares; 2026Q1: 11,068 shares 11,068 $2.5M 0.22% +1,125 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: 4,651 shares; 2024Q4: 4,590 shares; 2025Q1: 3,607 shares; 2025Q2: 3,443 shares; 2025Q3: 3,328 shares; 2025Q4: 3,323 shares; 2026Q1: 2,940 shares 2,940 $2.49M 0.22% -383 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: 6,211 shares; 2024Q4: 6,663 shares; 2025Q1: 4,829 shares; 2025Q2: 5,766 shares; 2025Q3: 5,081 shares; 2025Q4: 4,990 shares; 2026Q1: 4,830 shares 4,830 $2.41M 0.21% -160 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,898 shares; 2024Q4: 17,847 shares; 2025Q1: 17,185 shares; 2025Q2: not reported; 2025Q3: 17,431 shares; 2025Q4: 17,611 shares; 2026Q1: 19,760 shares 19,760 $2.39M 0.21% +2,149 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,863 shares; 2024Q4: 10,759 shares; 2025Q1: 10,523 shares; 2025Q2: 8,587 shares; 2025Q3: 8,727 shares; 2025Q4: 9,176 shares; 2026Q1: 9,316 shares 9,316 $2.31M 0.2% +140 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: 20,824 shares; 2024Q4: 24,817 shares; 2025Q1: 23,590 shares; 2025Q2: 26,529 shares; 2025Q3: 24,681 shares; 2025Q4: 24,555 shares; 2026Q1: 24,592 shares 24,592 $2.28M 0.2% +37 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 3,709 shares; 2025Q1: 3,704 shares; 2025Q2: 3,593 shares; 2025Q3: 3,584 shares; 2025Q4: 3,584 shares; 2026Q1: 3,584 shares 3,584 $2.21M 0.19% 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: 7,456 shares; 2024Q4: 7,885 shares; 2025Q1: 6,843 shares; 2025Q2: 7,450 shares; 2025Q3: 7,201 shares; 2025Q4: 6,309 shares; 2026Q1: 6,388 shares 6,388 $2.1M 0.18% +79 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,930 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares; 2026Q1: 9,750 shares 9,750 $2.08M 0.18% +5,915 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: 20,292 shares; 2024Q4: 24,168 shares; 2025Q1: 22,173 shares; 2025Q2: not reported; 2025Q3: 21,438 shares; 2025Q4: 21,114 shares; 2026Q1: 20,188 shares 20,188 $2.07M 0.18% -926 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 3,091 shares; 2025Q1: 2,043 shares; 2025Q2: 2,264 shares; 2025Q3: 2,163 shares; 2025Q4: 20,860 shares; 2026Q1: 21,541 shares 21,541 $2.07M 0.18% +681 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: 2,835 shares; 2024Q4: 2,814 shares; 2025Q1: 2,008 shares; 2025Q2: 2,760 shares; 2025Q3: 2,200 shares; 2025Q4: 2,104 shares; 2026Q1: 2,069 shares 2,069 $2.06M 0.18% -35 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,951 shares; 2024Q4: 33,646 shares; 2025Q1: 24,721 shares; 2025Q2: 41,589 shares; 2025Q3: 47,209 shares; 2025Q4: 55,724 shares; 2026Q1: 53,920 shares 53,920 $2.02M 0.18% -1,804 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,123 shares; 2024Q4: 15,572 shares; 2025Q1: 26,932 shares; 2025Q2: 29,570 shares; 2025Q3: 29,664 shares; 2025Q4: 29,763 shares; 2026Q1: 29,763 shares 29,763 $2.01M 0.17% 0 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: 28,550 shares; 2024Q4: 31,498 shares; 2025Q1: 25,939 shares; 2025Q2: 28,892 shares; 2025Q3: 25,061 shares; 2025Q4: 23,663 shares; 2026Q1: 25,703 shares 25,703 $1.99M 0.17% +2,040 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: 11,135 shares; 2024Q4: 11,050 shares; 2025Q1: 8,823 shares; 2025Q2: 9,708 shares; 2025Q3: 8,815 shares; 2025Q4: 8,915 shares; 2026Q1: 7,921 shares 7,921 $1.92M 0.17% -994 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,509 shares; 2024Q4: 48,540 shares; 2025Q1: 48,655 shares; 2025Q2: 35,933 shares; 2025Q3: 33,163 shares; 2025Q4: 29,576 shares; 2026Q1: 23,989 shares 23,989 $1.87M 0.16% -5,587 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 606 shares; 2025Q1: 627 shares; 2025Q2: 771 shares; 2025Q3: 930 shares; 2025Q4: 1,144 shares; 2026Q1: 1,395 shares 1,395 $1.84M 0.16% +251 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: 23,629 shares; 2024Q4: 16,973 shares; 2025Q1: 15,383 shares; 2025Q2: 14,714 shares; 2025Q3: 14,834 shares; 2025Q4: 15,133 shares; 2026Q1: 15,181 shares 15,181 $1.83M 0.16% +48 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: 2,469 shares; 2024Q4: 3,365 shares; 2025Q1: 3,311 shares; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 3,156 shares; 2026Q1: 3,153 shares 3,153 $1.82M 0.16% -3 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: 11,735 shares; 2024Q4: 10,494 shares; 2025Q1: 7,781 shares; 2025Q2: 7,513 shares; 2025Q3: 6,931 shares; 2025Q4: 6,990 shares; 2026Q1: 8,353 shares 8,353 $1.82M 0.16% +1,363 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 16,407 shares; 2025Q1: 11,933 shares; 2025Q2: 11,905 shares; 2025Q3: 12,784 shares; 2025Q4: 13,088 shares; 2026Q1: 13,498 shares 13,498 $1.77M 0.15% +410 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: 19,910 shares; 2024Q4: 20,327 shares; 2025Q1: 18,196 shares; 2025Q2: 17,771 shares; 2025Q3: 19,781 shares; 2025Q4: 19,743 shares; 2026Q1: 20,601 shares 20,601 $1.76M 0.15% +858 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,660 shares; 2024Q4: 38,907 shares; 2025Q1: 35,198 shares; 2025Q2: 35,781 shares; 2025Q3: 38,646 shares; 2025Q4: 34,726 shares; 2026Q1: 34,360 shares 34,360 $1.72M 0.15% -366 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 13,889 shares; 2025Q1: 13,889 shares; 2025Q2: 13,889 shares; 2025Q3: 13,399 shares; 2025Q4: 13,413 shares; 2026Q1: 13,399 shares 13,399 $1.72M 0.15% -14 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,790 shares; 2025Q1: 5,499 shares; 2025Q2: 5,388 shares; 2025Q3: 5,779 shares; 2025Q4: 5,855 shares; 2026Q1: 5,159 shares 5,159 $1.69M 0.15% -696 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: 3,378 shares; 2024Q4: 3,385 shares; 2025Q1: 2,924 shares; 2025Q2: 2,782 shares; 2025Q3: 2,959 shares; 2025Q4: 3,045 shares; 2026Q1: 2,849 shares 2,849 $1.6M 0.14% -196 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 8,578 shares; 2025Q1: 8,578 shares; 2025Q2: 8,578 shares; 2025Q3: 8,578 shares; 2025Q4: 8,598 shares; 2026Q1: 10,982 shares 10,982 $1.6M 0.14% +2,384 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,790 shares; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,997 shares; 2025Q4: 3,289 shares; 2026Q1: 4,734 shares 4,734 $1.6M 0.14% +1,445 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares 2,279 $1.59M 0.14% 0 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: 13,489 shares; 2024Q4: 17,456 shares; 2025Q1: 17,456 shares; 2025Q2: 16,980 shares; 2025Q3: 16,890 shares; 2025Q4: 16,590 shares; 2026Q1: 16,230 shares 16,230 $1.58M 0.14% -360 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,057 shares; 2025Q1: 9,961 shares; 2025Q2: 10,644 shares; 2025Q3: 11,700 shares; 2025Q4: 14,375 shares; 2026Q1: 16,793 shares 16,793 $1.56M 0.14% +2,418 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: 13,606 shares; 2024Q4: 13,428 shares; 2025Q1: 11,298 shares; 2025Q2: 12,140 shares; 2025Q3: 11,535 shares; 2025Q4: 10,211 shares; 2026Q1: 10,606 shares 10,606 $1.56M 0.14% +395 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 9,775 shares; 2025Q1: 9,742 shares; 2025Q2: 9,961 shares; 2025Q3: 9,907 shares; 2025Q4: 9,907 shares; 2026Q1: 9,907 shares 9,907 $1.5M 0.13% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,555 shares; 2025Q1: 4,612 shares; 2025Q2: not reported; 2025Q3: 4,619 shares; 2025Q4: 4,561 shares; 2026Q1: 4,912 shares 4,912 $1.49M 0.13% +351 Timeline IWO 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: 6,007 shares; 2024Q4: 6,002 shares; 2025Q1: 5,921 shares; 2025Q2: 4,947 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 4,734 shares 4,734 $1.49M 0.13% -71 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,640 shares; 2025Q2: 52,570 shares; 2025Q3: 52,570 shares; 2025Q4: 57,413 shares; 2026Q1: 57,413 shares 57,413 $1.47M 0.13% 0 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: 10,057 shares; 2024Q4: 11,527 shares; 2025Q1: 9,560 shares; 2025Q2: 9,174 shares; 2025Q3: 8,355 shares; 2025Q4: 8,489 shares; 2026Q1: 8,894 shares 8,894 $1.47M 0.13% +405 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: 456 shares; 2024Q4: 461 shares; 2025Q1: 398 shares; 2025Q2: 394 shares; 2025Q3: 378 shares; 2025Q4: 379 shares; 2026Q1: 348 shares 348 $1.47M 0.13% -31 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: 21,862 shares; 2024Q4: 22,868 shares; 2025Q1: 20,629 shares; 2025Q2: 21,338 shares; 2025Q3: 23,365 shares; 2025Q4: 22,012 shares; 2026Q1: 18,922 shares 18,922 $1.44M 0.13% -3,090 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: 37,975 shares; 2024Q4: 38,939 shares; 2025Q1: 29,490 shares; 2025Q2: not reported; 2025Q3: 27,243 shares; 2025Q4: 26,954 shares; 2026Q1: 29,085 shares 29,085 $1.42M 0.12% +2,131 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,402 shares; 2025Q1: 2,628 shares; 2025Q2: 2,551 shares; 2025Q3: 2,586 shares; 2025Q4: 2,513 shares; 2026Q1: 2,860 shares 2,860 $1.42M 0.12% +347 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: 5,078 shares; 2024Q4: 4,927 shares; 2025Q1: 4,311 shares; 2025Q2: 4,150 shares; 2025Q3: 4,374 shares; 2025Q4: 4,360 shares; 2026Q1: 4,442 shares 4,442 $1.38M 0.12% +82 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 15,893 shares; 2025Q1: 11,437 shares; 2025Q2: 8,435 shares; 2025Q3: 8,240 shares; 2025Q4: 8,014 shares; 2026Q1: 7,709 shares 7,709 $1.31M 0.11% -305 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,292 shares; 2025Q1: not reported; 2025Q2: 39,468 shares; 2025Q3: 39,468 shares; 2025Q4: 39,468 shares; 2026Q1: 39,468 shares 39,468 $1.3M 0.11% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 8,426 shares; 2025Q1: 6,049 shares; 2025Q2: not reported; 2025Q3: 5,852 shares; 2025Q4: 6,039 shares; 2026Q1: 6,692 shares 6,692 $1.29M 0.11% +653 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: 9,019 shares; 2024Q4: 10,376 shares; 2025Q1: 10,199 shares; 2025Q2: not reported; 2025Q3: 10,556 shares; 2025Q4: 10,437 shares; 2026Q1: 10,210 shares 10,210 $1.29M 0.11% -227 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 6,104 shares; 2025Q1: 5,416 shares; 2025Q2: 7,317 shares; 2025Q3: 5,249 shares; 2025Q4: 5,203 shares; 2026Q1: 5,307 shares 5,307 $1.29M 0.11% +104 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,442 shares; 2024Q4: 99,132 shares; 2025Q1: 75,424 shares; 2025Q2: 72,184 shares; 2025Q3: 82,046 shares; 2025Q4: 78,870 shares; 2026Q1: 23,809 shares 23,809 $1.29M 0.11% -55,061 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 41,884 shares; 2025Q1: 36,594 shares; 2025Q2: 32,627 shares; 2025Q3: 31,239 shares; 2025Q4: 30,609 shares; 2026Q1: 28,271 shares 28,271 $1.28M 0.11% -2,338 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: 5,581 shares; 2024Q4: 5,581 shares; 2025Q1: 4,367 shares; 2025Q2: not reported; 2025Q3: 4,223 shares; 2025Q4: 4,104 shares; 2026Q1: 4,071 shares 4,071 $1.28M 0.11% -33 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: 11,036 shares; 2024Q4: 10,767 shares; 2025Q1: 8,678 shares; 2025Q2: 7,909 shares; 2025Q3: 9,275 shares; 2025Q4: 9,018 shares; 2026Q1: 9,682 shares 9,682 $1.28M 0.11% +664 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: 56,630 shares; 2024Q4: 54,912 shares; 2025Q1: 43,565 shares; 2025Q2: 44,879 shares; 2025Q3: 46,997 shares; 2025Q4: 45,724 shares; 2026Q1: 43,546 shares 43,546 $1.26M 0.11% -2,178 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,136 shares; 2024Q4: 26,926 shares; 2025Q1: 17,902 shares; 2025Q2: 12,741 shares; 2025Q3: 13,300 shares; 2025Q4: 12,631 shares; 2026Q1: 12,987 shares 12,987 $1.24M 0.11% +356 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 12,149 shares; 2025Q1: 7,933 shares; 2025Q2: 5,257 shares; 2025Q3: 5,901 shares; 2025Q4: 5,796 shares; 2026Q1: 5,339 shares 5,339 $1.22M 0.11% -457 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 12,959 shares; 2025Q1: 9,266 shares; 2025Q2: 10,640 shares; 2025Q3: 12,301 shares; 2025Q4: 11,819 shares; 2026Q1: 12,595 shares 12,595 $1.22M 0.11% +776 Timeline OEF 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: 4,390 shares; 2024Q4: 4,472 shares; 2025Q1: 4,472 shares; 2025Q2: 3,796 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares 3,810 $1.21M 0.11% 0 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: 1,588 shares; 2024Q4: 1,852 shares; 2025Q1: 1,249 shares; 2025Q2: 1,252 shares; 2025Q3: 1,447 shares; 2025Q4: 1,466 shares; 2026Q1: 1,383 shares 1,383 $1.21M 0.1% -83 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,827 shares; 2025Q1: 1,173 shares; 2025Q2: 1,006 shares; 2025Q3: 1,078 shares; 2025Q4: 1,039 shares; 2026Q1: 826 shares 826 $1.14M 0.1% -213 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: 6,445 shares; 2024Q4: 6,435 shares; 2025Q1: 4,666 shares; 2025Q2: 4,658 shares; 2025Q3: 4,626 shares; 2025Q4: 4,635 shares; 2026Q1: 3,904 shares 3,904 $1.11M 0.1% -731 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: 4,615 shares; 2025Q1: 4,607 shares; 2025Q2: 5,996 shares; 2025Q3: 4,724 shares; 2025Q4: 5,057 shares; 2026Q1: 5,174 shares 5,174 $1.11M 0.1% +117 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 8,069 shares; 2025Q1: 7,420 shares; 2025Q2: 8,146 shares; 2025Q3: 6,590 shares; 2025Q4: 6,025 shares; 2026Q1: 5,681 shares 5,681 $1.1M 0.1% -344 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: 11,112 shares; 2024Q4: 11,254 shares; 2025Q1: 9,812 shares; 2025Q2: 10,163 shares; 2025Q3: 8,092 shares; 2025Q4: 7,700 shares; 2026Q1: 6,675 shares 6,675 $1.1M 0.1% -1,025 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,531 shares; 2025Q1: 4,462 shares; 2025Q2: 6,368 shares; 2025Q3: 7,618 shares; 2025Q4: 10,636 shares; 2026Q1: 12,773 shares 12,773 $1.05M 0.09% +2,137 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,301 shares; 2024Q4: 42,358 shares; 2025Q1: 42,648 shares; 2025Q2: 42,538 shares; 2025Q3: 39,310 shares; 2025Q4: 40,269 shares; 2026Q1: 43,794 shares 43,794 $1.04M 0.09% +3,525 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: 3,691 shares; 2024Q4: 3,667 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: 2,840 shares; 2025Q4: 2,789 shares; 2026Q1: 3,035 shares 3,035 $1.04M 0.09% +246 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,188 shares; 2025Q1: 3,332 shares; 2025Q2: 3,259 shares; 2025Q3: 3,553 shares; 2025Q4: 3,459 shares; 2026Q1: 4,367 shares 4,367 $1.03M 0.09% +908 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,428 shares; 2025Q1: 5,437 shares; 2025Q2: not reported; 2025Q3: 5,358 shares; 2025Q4: 4,881 shares; 2026Q1: 4,899 shares 4,899 $1.02M 0.09% +18 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: 14,842 shares; 2024Q4: 13,560 shares; 2025Q1: 10,010 shares; 2025Q2: 8,923 shares; 2025Q3: 8,836 shares; 2025Q4: 8,802 shares; 2026Q1: 8,950 shares 8,950 $1.02M 0.09% +148 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 8,854 shares; 2025Q4: 7,600 shares; 2026Q1: 9,451 shares 9,451 $1.01M 0.09% +1,851 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: 1,352 shares; 2025Q1: 1,178 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,107 shares; 2026Q1: 1,036 shares 1,036 $996K 0.09% -71 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,535 shares; 2025Q1: 4,452 shares; 2025Q2: 4,317 shares; 2025Q3: 6,698 shares; 2025Q4: 6,568 shares; 2026Q1: 6,762 shares 6,762 $989K 0.09% +194 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,571 shares; 2025Q3: 10,571 shares; 2025Q4: 10,571 shares; 2026Q1: 10,593 shares 10,593 $982K 0.09% +22 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 12,093 shares; 2025Q1: 7,745 shares; 2025Q2: 5,192 shares; 2025Q3: 5,474 shares; 2025Q4: 5,006 shares; 2026Q1: 4,837 shares 4,837 $975K 0.08% -169 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 3,751 shares; 2025Q1: 2,259 shares; 2025Q2: 2,102 shares; 2025Q3: 2,686 shares; 2025Q4: 2,675 shares; 2026Q1: 2,679 shares 2,679 $958K 0.08% +4 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,069 shares; 2025Q1: 1,557 shares; 2025Q2: 1,491 shares; 2025Q3: 1,509 shares; 2025Q4: 1,520 shares; 2026Q1: 1,947 shares 1,947 $957K 0.08% +427 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 17,510 shares; 2025Q1: 16,215 shares; 2025Q2: 23,638 shares; 2025Q3: 32,362 shares; 2025Q4: 33,989 shares; 2026Q1: 38,139 shares 38,139 $950K 0.08% +4,150 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: 7,421 shares; 2024Q4: 5,435 shares; 2025Q1: 3,401 shares; 2025Q2: not reported; 2025Q3: 4,635 shares; 2025Q4: 4,570 shares; 2026Q1: 4,617 shares 4,617 $939K 0.08% +47 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,496 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares; 2025Q4: 5,496 shares; 2026Q1: 6,112 shares 6,112 $934K 0.08% +616 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: 32,181 shares; 2024Q4: 31,810 shares; 2025Q1: 24,876 shares; 2025Q2: 31,992 shares; 2025Q3: 31,238 shares; 2025Q4: 32,412 shares; 2026Q1: 32,677 shares 32,677 $918K 0.08% +265 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,144 shares; 2025Q1: 8,851 shares; 2025Q2: 8,776 shares; 2025Q3: 8,776 shares; 2025Q4: 8,776 shares; 2026Q1: 6,305 shares 6,305 $916K 0.08% -2,471 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,312 shares; 2024Q4: 8,333 shares; 2025Q1: 4,185 shares; 2025Q2: 3,854 shares; 2025Q3: 5,161 shares; 2025Q4: 5,227 shares; 2026Q1: 5,700 shares 5,700 $910K 0.08% +473 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,174 shares; 2024Q4: 18,174 shares; 2025Q1: 18,498 shares; 2025Q2: 18,174 shares; 2025Q3: 18,174 shares; 2025Q4: 18,356 shares; 2026Q1: 18,285 shares 18,285 $903K 0.08% -71 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: 3,475 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares; 2026Q1: 3,414 shares 3,414 $894K 0.08% +60 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 7,519 shares; 2025Q1: 5,813 shares; 2025Q2: 7,382 shares; 2025Q3: 7,406 shares; 2025Q4: 7,530 shares; 2026Q1: 9,512 shares 9,512 $894K 0.08% +1,982 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 2,159 shares; 2025Q1: 1,675 shares; 2025Q2: 1,909 shares; 2025Q3: 1,829 shares; 2025Q4: 8,357 shares; 2026Q1: 8,517 shares 8,517 $890K 0.08% +160 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,373 shares; 2024Q4: 87,729 shares; 2025Q1: 89,503 shares; 2025Q2: 102,451 shares; 2025Q3: 104,324 shares; 2025Q4: 103,945 shares; 2026Q1: 23,206 shares 23,206 $888K 0.08% -80,739 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 4,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares; 2025Q4: 2,352 shares; 2026Q1: 2,277 shares 2,277 $884K 0.08% -75 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 6,184 shares; 2025Q1: 5,385 shares; 2025Q2: 4,453 shares; 2025Q3: 4,732 shares; 2025Q4: 4,709 shares; 2026Q1: 4,425 shares 4,425 $877K 0.08% -284 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,776 shares; 2025Q1: 6,062 shares; 2025Q2: not reported; 2025Q3: 6,894 shares; 2025Q4: 6,698 shares; 2026Q1: 7,144 shares 7,144 $877K 0.08% +446 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 3,171 shares; 2025Q1: 2,497 shares; 2025Q2: 1,886 shares; 2025Q3: 2,452 shares; 2025Q4: 2,520 shares; 2026Q1: 2,570 shares 2,570 $872K 0.08% +50 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 9,696 shares; 2025Q4: 9,696 shares; 2026Q1: 9,696 shares 9,696 $852K 0.07% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 4,828 shares; 2025Q1: 3,068 shares; 2025Q2: 1,941 shares; 2025Q3: 2,211 shares; 2025Q4: 1,797 shares; 2026Q1: 1,770 shares 1,770 $850K 0.07% -27 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,587 shares; 2025Q1: 2,671 shares; 2025Q2: 2,565 shares; 2025Q3: 2,352 shares; 2025Q4: 2,257 shares; 2026Q1: 2,243 shares 2,243 $847K 0.07% -14 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,410 shares; 2025Q2: 939 shares; 2025Q3: 1,046 shares; 2025Q4: 1,258 shares; 2026Q1: 1,158 shares 1,158 $843K 0.07% -100 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,957 shares; 2025Q1: 1,445 shares; 2025Q2: 1,424 shares; 2025Q3: 1,898 shares; 2025Q4: 2,219 shares; 2026Q1: 3,140 shares 3,140 $838K 0.07% +921 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: 7,115 shares; 2024Q4: 7,220 shares; 2025Q1: 4,770 shares; 2025Q2: 4,782 shares; 2025Q3: 4,707 shares; 2025Q4: 4,633 shares; 2026Q1: 6,351 shares 6,351 $832K 0.07% +1,718 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: 416 shares; 2025Q2: 613 shares; 2025Q3: 533 shares; 2025Q4: 509 shares; 2026Q1: 714 shares 714 $827K 0.07% +205 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,060 shares; 2025Q1: 2,862 shares; 2025Q2: 4,771 shares; 2025Q3: 3,167 shares; 2025Q4: 3,232 shares; 2026Q1: 3,373 shares 3,373 $824K 0.07% +141 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,912 shares; 2024Q4: 22,287 shares; 2025Q1: 22,344 shares; 2025Q2: 24,939 shares; 2025Q3: 30,652 shares; 2025Q4: 42,992 shares; 2026Q1: 48,381 shares 48,381 $821K 0.07% +5,389 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 10,313 shares; 2025Q1: 10,203 shares; 2025Q2: not reported; 2025Q3: 12,040 shares; 2025Q4: 14,939 shares; 2026Q1: 17,397 shares 17,397 $818K 0.07% +2,458 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 6,702 shares; 2025Q1: 4,248 shares; 2025Q2: 3,103 shares; 2025Q3: 3,420 shares; 2025Q4: 3,335 shares; 2026Q1: 3,249 shares 3,249 $814K 0.07% -86 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 10,220 shares; 2025Q1: 9,911 shares; 2025Q2: 10,242 shares; 2025Q3: 11,008 shares; 2025Q4: 10,921 shares; 2026Q1: 10,174 shares 10,174 $808K 0.07% -747 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,545 shares; 2025Q1: 1,355 shares; 2025Q2: not reported; 2025Q3: 1,756 shares; 2025Q4: 1,818 shares; 2026Q1: 2,488 shares 2,488 $792K 0.07% +670 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,477 shares; 2024Q4: 39,098 shares; 2025Q1: 39,376 shares; 2025Q2: 15,972 shares; 2025Q3: 16,476 shares; 2025Q4: 14,591 shares; 2026Q1: 19,796 shares 19,796 $791K 0.07% +5,205 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 9,892 shares; 2025Q1: 6,628 shares; 2025Q2: 5,100 shares; 2025Q3: 5,505 shares; 2025Q4: 5,680 shares; 2026Q1: 5,505 shares 5,505 $787K 0.07% -175 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,262 shares; 2025Q1: 1,486 shares; 2025Q2: 1,598 shares; 2025Q3: 1,506 shares; 2025Q4: 1,578 shares; 2026Q1: 1,705 shares 1,705 $786K 0.07% +127 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: 2,910 shares; 2024Q4: 3,005 shares; 2025Q1: 1,821 shares; 2025Q2: 1,976 shares; 2025Q3: 2,348 shares; 2025Q4: 2,346 shares; 2026Q1: 4,414 shares 4,414 $766K 0.07% +2,068 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: 845 shares; 2024Q4: 793 shares; 2025Q1: 490 shares; 2025Q2: 774 shares; 2025Q3: 497 shares; 2025Q4: 498 shares; 2026Q1: 513 shares 513 $755K 0.07% +15 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,530 shares; 2025Q1: 4,368 shares; 2025Q2: 3,204 shares; 2025Q3: 5,977 shares; 2025Q4: 5,674 shares; 2026Q1: 6,431 shares 6,431 $754K 0.07% +757 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,461 shares; 2025Q1: 3,157 shares; 2025Q2: 2,243 shares; 2025Q3: 2,451 shares; 2025Q4: 2,437 shares; 2026Q1: 2,301 shares 2,301 $749K 0.07% -136 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares; 2026Q1: 12,957 shares 12,957 $738K 0.06% +7,150 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.06% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 6,986 shares; 2025Q1: 6,963 shares; 2025Q2: 6,711 shares; 2025Q3: 6,988 shares; 2025Q4: 6,627 shares; 2026Q1: 6,470 shares 6,470 $717K 0.06% -157 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,045 shares; 2024Q4: 30,962 shares; 2025Q1: 30,993 shares; 2025Q2: 35,345 shares; 2025Q3: 41,928 shares; 2025Q4: 51,878 shares; 2026Q1: 63,436 shares 63,436 $716K 0.06% +11,558 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 384 shares; 2025Q2: 283 shares; 2025Q3: 318 shares; 2025Q4: 314 shares; 2026Q1: 372 shares 372 $712K 0.06% +58 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: 35,179 shares; 2025Q1: 28,340 shares; 2025Q2: 21,330 shares; 2025Q3: 23,476 shares; 2025Q4: 23,405 shares; 2026Q1: 23,286 shares 23,286 $709K 0.06% -119 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,972 shares; 2025Q3: 24,972 shares; 2025Q4: 24,972 shares; 2026Q1: 25,364 shares 25,364 $706K 0.06% +392 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,805 shares; 2025Q1: 9,167 shares; 2025Q2: 12,208 shares; 2025Q3: 9,064 shares; 2025Q4: 8,683 shares; 2026Q1: 8,149 shares 8,149 $706K 0.06% -534 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,972 shares; 2024Q4: 46,083 shares; 2025Q1: 34,828 shares; 2025Q2: not reported; 2025Q3: 31,898 shares; 2025Q4: 30,734 shares; 2026Q1: 26,970 shares 26,970 $697K 0.06% -3,764 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 16,038 shares; 2025Q1: 15,258 shares; 2025Q2: 12,050 shares; 2025Q3: 13,154 shares; 2025Q4: 13,425 shares; 2026Q1: 13,338 shares 13,338 $697K 0.06% -87 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: 10,984 shares; 2024Q4: 9,362 shares; 2025Q1: 8,780 shares; 2025Q2: not reported; 2025Q3: 8,836 shares; 2025Q4: 8,741 shares; 2026Q1: 8,551 shares 8,551 $685K 0.06% -190 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,360 shares; 2025Q1: 6,168 shares; 2025Q2: 5,456 shares; 2025Q3: 5,601 shares; 2025Q4: 5,553 shares; 2026Q1: 9,329 shares 9,329 $679K 0.06% +3,776 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,497 shares; 2025Q1: 2,757 shares; 2025Q2: 3,621 shares; 2025Q3: 2,735 shares; 2025Q4: 2,609 shares; 2026Q1: 3,232 shares 3,232 $679K 0.06% +623 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,458 shares; 2025Q1: 4,437 shares; 2025Q2: 5,075 shares; 2025Q3: 5,879 shares; 2025Q4: 7,712 shares; 2026Q1: 8,013 shares 8,013 $678K 0.06% +301 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $675K 0.06% 0 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: 23,276 shares; 2024Q4: 24,479 shares; 2025Q1: 21,154 shares; 2025Q2: 23,822 shares; 2025Q3: 19,800 shares; 2025Q4: 18,531 shares; 2026Q1: 23,485 shares 23,485 $674K 0.06% +4,954 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,848 shares; 2025Q1: 823 shares; 2025Q2: 947 shares; 2025Q3: 1,002 shares; 2025Q4: 977 shares; 2026Q1: 980 shares 980 $667K 0.06% +3 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,980 shares; 2024Q4: 34,423 shares; 2025Q1: 19,554 shares; 2025Q2: 37,276 shares; 2025Q3: 34,244 shares; 2025Q4: 31,739 shares; 2026Q1: 26,827 shares 26,827 $665K 0.06% -4,912 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: 7,772 shares; 2024Q4: 7,892 shares; 2025Q1: 7,381 shares; 2025Q2: 7,859 shares; 2025Q3: 7,903 shares; 2025Q4: 7,569 shares; 2026Q1: 6,883 shares 6,883 $664K 0.06% -686 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,841 shares; 2024Q4: 17,648 shares; 2025Q1: 14,940 shares; 2025Q2: not reported; 2025Q3: 12,135 shares; 2025Q4: 12,386 shares; 2026Q1: 15,027 shares 15,027 $663K 0.06% +2,641 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,509 shares; 2025Q1: 2,230 shares; 2025Q2: 2,187 shares; 2025Q3: 3,135 shares; 2025Q4: 3,257 shares; 2026Q1: 5,014 shares 5,014 $663K 0.06% +1,757 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,915 shares; 2025Q1: 4,974 shares; 2025Q2: 4,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,288 shares 10,288 $659K 0.06% new 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: 2,104 shares; 2024Q4: 2,300 shares; 2025Q1: 1,615 shares; 2025Q2: 1,968 shares; 2025Q3: 1,887 shares; 2025Q4: 1,786 shares; 2026Q1: 1,518 shares 1,518 $656K 0.06% -268 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 4,189 shares; 2025Q1: 1,765 shares; 2025Q2: 1,614 shares; 2025Q3: 2,060 shares; 2025Q4: 2,929 shares; 2026Q1: 4,800 shares 4,800 $650K 0.06% +1,871 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,295 shares; 2025Q1: 1,312 shares; 2025Q2: 1,298 shares; 2025Q3: 1,387 shares; 2025Q4: 1,246 shares; 2026Q1: 1,244 shares 1,244 $649K 0.06% -2 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 403 shares; 2025Q1: 276 shares; 2025Q2: 4,089 shares; 2025Q3: 4,506 shares; 2025Q4: 4,432 shares; 2026Q1: 7,001 shares 7,001 $646K 0.06% +2,569 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 5,205 shares; 2025Q1: 3,606 shares; 2025Q2: 3,620 shares; 2025Q3: 2,642 shares; 2025Q4: 2,831 shares; 2026Q1: 2,387 shares 2,387 $646K 0.06% -444 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,247 shares; 2025Q1: 1,253 shares; 2025Q2: 1,394 shares; 2025Q3: 2,045 shares; 2025Q4: 2,773 shares; 2026Q1: 3,748 shares 3,748 $642K 0.06% +975 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,227 shares 11,227 $638K 0.06% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 5,114 shares; 2025Q1: 3,798 shares; 2025Q2: 2,966 shares; 2025Q3: 3,538 shares; 2025Q4: 3,416 shares; 2026Q1: 3,102 shares 3,102 $636K 0.06% -314 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,837 shares; 2024Q4: 44,272 shares; 2025Q1: 40,176 shares; 2025Q2: 26,339 shares; 2025Q3: 34,092 shares; 2025Q4: 33,198 shares; 2026Q1: 29,634 shares 29,634 $632K 0.05% -3,564 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 3,339 shares; 2025Q1: 2,548 shares; 2025Q2: 2,435 shares; 2025Q3: 2,782 shares; 2025Q4: 2,633 shares; 2026Q1: 2,531 shares 2,531 $630K 0.05% -102 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,466 shares; 2025Q1: 1,370 shares; 2025Q2: 1,818 shares; 2025Q3: 1,733 shares; 2025Q4: 1,590 shares; 2026Q1: 1,476 shares 1,476 $628K 0.05% -114 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 4,068 shares; 2025Q1: 4,441 shares; 2025Q2: 4,654 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares 4,622 $627K 0.05% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,998 shares; 2024Q4: 23,751 shares; 2025Q1: 16,378 shares; 2025Q2: 10,123 shares; 2025Q3: 16,653 shares; 2025Q4: 16,312 shares; 2026Q1: 17,522 shares 17,522 $626K 0.05% +1,210 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,945 shares; 2025Q1: 15,945 shares; 2025Q2: 15,945 shares; 2025Q3: 15,945 shares; 2025Q4: 15,945 shares; 2026Q1: 15,945 shares 15,945 $620K 0.05% 0 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,507 shares; 2024Q4: 19,474 shares; 2025Q1: 14,205 shares; 2025Q2: 10,922 shares; 2025Q3: 11,431 shares; 2025Q4: 11,372 shares; 2026Q1: 12,081 shares 12,081 $619K 0.05% +709 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 5,149 shares; 2025Q1: 4,634 shares; 2025Q2: 2,843 shares; 2025Q3: 2,809 shares; 2025Q4: 2,672 shares; 2026Q1: 2,246 shares 2,246 $616K 0.05% -426 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: 4,463 shares; 2025Q1: 2,451 shares; 2025Q2: not reported; 2025Q3: 2,052 shares; 2025Q4: 1,982 shares; 2026Q1: 1,906 shares 1,906 $615K 0.05% -76 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: 1,898 shares; 2024Q4: 1,957 shares; 2025Q1: 1,880 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,835 shares; 2026Q1: 2,938 shares 2,938 $612K 0.05% +1,103 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 4,758 shares; 2025Q1: 2,594 shares; 2025Q2: 1,972 shares; 2025Q3: 2,046 shares; 2025Q4: 2,039 shares; 2026Q1: 2,159 shares 2,159 $607K 0.05% +120 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,677 shares; 2024Q4: 23,738 shares; 2025Q1: 5,655 shares; 2025Q2: 5,367 shares; 2025Q3: 6,712 shares; 2025Q4: 9,076 shares; 2026Q1: 9,240 shares 9,240 $607K 0.05% +164 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: 7,518 shares; 2024Q4: 7,859 shares; 2025Q1: 6,121 shares; 2025Q2: 7,032 shares; 2025Q3: 6,598 shares; 2025Q4: 6,304 shares; 2026Q1: 6,266 shares 6,266 $604K 0.05% -38 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,964 shares; 2025Q1: 5,207 shares; 2025Q2: 2,255 shares; 2025Q3: 2,268 shares; 2025Q4: 2,078 shares; 2026Q1: 2,094 shares 2,094 $601K 0.05% +16 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 4,748 shares; 2025Q4: 4,861 shares; 2026Q1: 5,482 shares 5,482 $601K 0.05% +621 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 2,493 shares; 2025Q1: 2,073 shares; 2025Q2: 1,610 shares; 2025Q3: 1,967 shares; 2025Q4: 1,873 shares; 2026Q1: 1,799 shares 1,799 $600K 0.05% -74 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 4,908 shares; 2025Q1: 4,796 shares; 2025Q2: not reported; 2025Q3: 5,085 shares; 2025Q4: 5,036 shares; 2026Q1: 5,021 shares 5,021 $596K 0.05% -15 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,378 shares; 2024Q4: 13,722 shares; 2025Q1: 8,607 shares; 2025Q2: 8,080 shares; 2025Q3: 6,665 shares; 2025Q4: 10,057 shares; 2026Q1: 14,502 shares 14,502 $595K 0.05% +4,445 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,874 shares; 2024Q4: 10,817 shares; 2025Q1: 10,197 shares; 2025Q2: 10,092 shares; 2025Q3: 10,908 shares; 2025Q4: 10,522 shares; 2026Q1: 11,423 shares 11,423 $594K 0.05% +901 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,604 shares; 2025Q1: 1,935 shares; 2025Q2: 1,894 shares; 2025Q3: 2,322 shares; 2025Q4: 2,492 shares; 2026Q1: 2,839 shares 2,839 $591K 0.05% +347 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: 3,490 shares; 2024Q4: 3,474 shares; 2025Q1: 2,716 shares; 2025Q2: 2,369 shares; 2025Q3: 2,721 shares; 2025Q4: 2,643 shares; 2026Q1: 2,427 shares 2,427 $590K 0.05% -216 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: 418 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 352 shares; 2026Q1: 864 shares 864 $589K 0.05% +512 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,663 shares; 2026Q1: 3,639 shares 3,639 $589K 0.05% -24 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,282 shares; 2025Q1: 5,452 shares; 2025Q2: 7,118 shares; 2025Q3: 5,414 shares; 2025Q4: 5,124 shares; 2026Q1: 4,490 shares 4,490 $578K 0.05% -634 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: 5,486 shares; 2024Q4: 5,470 shares; 2025Q1: 5,398 shares; 2025Q2: 3,931 shares; 2025Q3: 4,073 shares; 2025Q4: 4,118 shares; 2026Q1: 3,987 shares 3,987 $576K 0.05% -131 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,885 shares; 2025Q1: 991 shares; 2025Q2: 975 shares; 2025Q3: 1,426 shares; 2025Q4: 1,509 shares; 2026Q1: 1,724 shares 1,724 $566K 0.05% +215 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $564K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,618 shares; 2025Q1: 1,545 shares; 2025Q2: 3,121 shares; 2025Q3: 1,844 shares; 2025Q4: 1,933 shares; 2026Q1: 2,452 shares 2,452 $563K 0.05% +519 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,627 shares; 2025Q4: 39,605 shares; 2026Q1: 56,085 shares 56,085 $561K 0.05% +16,480 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: 9,251 shares; 2024Q4: 9,423 shares; 2025Q1: 7,417 shares; 2025Q2: 7,931 shares; 2025Q3: 7,545 shares; 2025Q4: 8,006 shares; 2026Q1: 9,164 shares 9,164 $556K 0.05% +1,158 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: 1,746 shares; 2024Q4: 3,713 shares; 2025Q1: 2,569 shares; 2025Q2: 3,463 shares; 2025Q3: 3,221 shares; 2025Q4: 3,065 shares; 2026Q1: 3,441 shares 3,441 $552K 0.05% +376 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: 10,548 shares; 2024Q4: 10,295 shares; 2025Q1: 6,955 shares; 2025Q2: 7,909 shares; 2025Q3: 8,491 shares; 2025Q4: 8,829 shares; 2026Q1: 8,766 shares 8,766 $550K 0.05% -63 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 5,871 shares 5,871 $548K 0.05% +2,021 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 6,382 shares; 2025Q1: 4,234 shares; 2025Q2: 4,001 shares; 2025Q3: 3,819 shares; 2025Q4: 3,565 shares; 2026Q1: 2,891 shares 2,891 $540K 0.05% -674 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 4,980 shares; 2025Q1: 4,960 shares; 2025Q2: 4,179 shares; 2025Q3: 5,149 shares; 2025Q4: 5,131 shares; 2026Q1: 5,620 shares 5,620 $539K 0.05% +489 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 8,148 shares; 2025Q1: 6,892 shares; 2025Q2: 4,943 shares; 2025Q3: 6,555 shares; 2025Q4: 7,506 shares; 2026Q1: 7,886 shares 7,886 $538K 0.05% +380 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,795 shares; 2025Q1: 9,296 shares; 2025Q2: 6,297 shares; 2025Q3: 6,199 shares; 2025Q4: 6,178 shares; 2026Q1: 5,814 shares 5,814 $535K 0.05% -364 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,437 shares; 2025Q3: 8,532 shares; 2025Q4: 11,420 shares; 2026Q1: 13,638 shares 13,638 $533K 0.05% +2,218 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,486 shares; 2025Q1: 1,456 shares; 2025Q2: 2,470 shares; 2025Q3: 1,819 shares; 2025Q4: 1,814 shares; 2026Q1: 2,685 shares 2,685 $532K 0.05% +871 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,284 shares; 2025Q1: 1,598 shares; 2025Q2: 1,474 shares; 2025Q3: 2,923 shares; 2025Q4: 2,832 shares; 2026Q1: 4,500 shares 4,500 $532K 0.05% +1,668 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,804 shares; 2025Q1: 3,867 shares; 2025Q2: 3,652 shares; 2025Q3: 3,620 shares; 2025Q4: 3,692 shares; 2026Q1: 3,620 shares 3,620 $531K 0.05% -72 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 3,183 shares; 2025Q1: 2,788 shares; 2025Q2: 2,005 shares; 2025Q3: 2,283 shares; 2025Q4: 2,107 shares; 2026Q1: 2,108 shares 2,108 $528K 0.05% +1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 1,002 shares; 2025Q3: 1,097 shares; 2025Q4: 1,092 shares; 2026Q1: 1,264 shares 1,264 $527K 0.05% +172 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,779 shares; 2024Q4: 11,185 shares; 2025Q1: 7,503 shares; 2025Q2: 7,568 shares; 2025Q3: 6,640 shares; 2025Q4: 6,381 shares; 2026Q1: 5,879 shares 5,879 $527K 0.05% -502 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,067 shares; 2025Q1: 14,495 shares; 2025Q2: 10,009 shares; 2025Q3: 10,002 shares; 2025Q4: 10,080 shares; 2026Q1: 9,823 shares 9,823 $525K 0.05% -257 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 4,877 shares; 2025Q1: 4,877 shares; 2025Q2: 4,877 shares; 2025Q3: 4,877 shares; 2025Q4: 5,536 shares; 2026Q1: 6,362 shares 6,362 $522K 0.05% +826 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,211 shares; 2024Q4: 10,588 shares; 2025Q1: 11,560 shares; 2025Q2: 10,903 shares; 2025Q3: 11,901 shares; 2025Q4: 11,821 shares; 2026Q1: 11,064 shares 11,064 $519K 0.05% -757 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 434 shares; 2026Q1: 877 shares 877 $516K 0.04% +443 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 7,526 shares; 2025Q1: 5,497 shares; 2025Q2: 3,315 shares; 2025Q3: 3,202 shares; 2025Q4: 3,758 shares; 2026Q1: 2,947 shares 2,947 $512K 0.04% -811 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,938 shares; 2025Q3: 14,864 shares; 2025Q4: 18,462 shares; 2026Q1: 23,607 shares 23,607 $511K 0.04% +5,145 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 2,265 shares; 2025Q1: 2,141 shares; 2025Q2: 2,159 shares; 2025Q3: 2,358 shares; 2025Q4: 2,330 shares; 2026Q1: 2,805 shares 2,805 $511K 0.04% +475 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,690 shares; 2026Q1: 6,144 shares 6,144 $508K 0.04% +454 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: 2,183 shares; 2024Q4: 2,215 shares; 2025Q1: 1,318 shares; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,445 shares; 2026Q1: 1,435 shares 1,435 $505K 0.04% -10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,707 shares; 2025Q1: 1,186 shares; 2025Q2: 2,146 shares; 2025Q3: 1,548 shares; 2025Q4: 1,567 shares; 2026Q1: 1,545 shares 1,545 $504K 0.04% -22 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,608 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 4,574 shares; 2026Q1: 4,524 shares 4,524 $502K 0.04% -50 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,236 shares; 2024Q4: 15,118 shares; 2025Q1: 9,233 shares; 2025Q2: 6,984 shares; 2025Q3: 7,087 shares; 2025Q4: 7,683 shares; 2026Q1: 6,622 shares 6,622 $499K 0.04% -1,061 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,787 shares; 2024Q4: 14,831 shares; 2025Q1: 9,869 shares; 2025Q2: 8,374 shares; 2025Q3: 8,552 shares; 2025Q4: 9,112 shares; 2026Q1: 8,965 shares 8,965 $499K 0.04% -147 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,990 shares; 2024Q4: 7,828 shares; 2025Q1: 5,847 shares; 2025Q2: 4,302 shares; 2025Q3: 4,238 shares; 2025Q4: 4,204 shares; 2026Q1: 4,595 shares 4,595 $496K 0.04% +391 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: 1,708 shares; 2024Q4: 1,701 shares; 2025Q1: 1,107 shares; 2025Q2: 1,082 shares; 2025Q3: 1,434 shares; 2025Q4: 1,715 shares; 2026Q1: 1,860 shares 1,860 $495K 0.04% +145 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,273 shares; 2026Q1: 6,796 shares 6,796 $494K 0.04% +1,523 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: 2,409 shares; 2024Q4: 2,512 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,321 shares; 2025Q4: 2,199 shares; 2026Q1: 2,697 shares 2,697 $492K 0.04% +498 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 5,632 shares; 2026Q1: 5,295 shares 5,295 $490K 0.04% -337 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 10,644 shares; 2025Q1: 7,566 shares; 2025Q2: 5,093 shares; 2025Q3: 5,085 shares; 2025Q4: 4,828 shares; 2026Q1: 6,625 shares 6,625 $490K 0.04% +1,797 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,081 shares; 2025Q1: 4,084 shares; 2025Q2: 6,561 shares; 2025Q3: 6,578 shares; 2025Q4: 6,595 shares; 2026Q1: 6,315 shares 6,315 $488K 0.04% -280 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: 2,754 shares; 2024Q4: 3,107 shares; 2025Q1: 1,399 shares; 2025Q2: 1,266 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,741 shares 1,741 $486K 0.04% +75 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,130 shares; 2024Q4: 41,202 shares; 2025Q1: 38,916 shares; 2025Q2: 25,901 shares; 2025Q3: 24,734 shares; 2025Q4: 24,954 shares; 2026Q1: 23,617 shares 23,617 $486K 0.04% -1,337 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: 1,132 shares; 2025Q1: 1,227 shares; 2025Q2: 832 shares; 2025Q3: 1,007 shares; 2025Q4: 962 shares; 2026Q1: 892 shares 892 $485K 0.04% -70 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 7,580 shares; 2025Q1: 7,274 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,986 shares; 2026Q1: 6,953 shares 6,953 $485K 0.04% -1,033 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,676 shares; 2025Q1: 3,479 shares; 2025Q2: 4,943 shares; 2025Q3: 6,623 shares; 2025Q4: 6,508 shares; 2026Q1: 6,729 shares 6,729 $484K 0.04% +221 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,976 shares; 2024Q4: 17,801 shares; 2025Q1: 11,519 shares; 2025Q2: 6,884 shares; 2025Q3: 8,667 shares; 2025Q4: 8,612 shares; 2026Q1: 8,487 shares 8,487 $484K 0.04% -125 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,226 shares; 2025Q1: 2,688 shares; 2025Q2: 2,505 shares; 2025Q3: 2,536 shares; 2025Q4: 2,868 shares; 2026Q1: 2,772 shares 2,772 $481K 0.04% -96 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: 6,828 shares; 2024Q4: 6,694 shares; 2025Q1: 5,520 shares; 2025Q2: 6,509 shares; 2025Q3: 7,410 shares; 2025Q4: 7,358 shares; 2026Q1: 8,143 shares 8,143 $479K 0.04% +785 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 12,870 shares; 2025Q1: 12,365 shares; 2025Q2: 12,015 shares; 2025Q3: 16,814 shares; 2025Q4: 19,633 shares; 2026Q1: 24,109 shares 24,109 $476K 0.04% +4,476 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: 2,203 shares; 2024Q4: 2,339 shares; 2025Q1: 1,595 shares; 2025Q2: 1,479 shares; 2025Q3: 1,899 shares; 2025Q4: 1,676 shares; 2026Q1: 1,823 shares 1,823 $475K 0.04% +147 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares 2,731 $473K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares 2,472 $469K 0.04% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 6,849 shares; 2025Q1: 6,801 shares; 2025Q2: 6,373 shares; 2025Q3: 6,373 shares; 2025Q4: 6,373 shares; 2026Q1: 6,373 shares 6,373 $466K 0.04% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 1,818 shares; 2025Q2: 1,212 shares; 2025Q3: 1,167 shares; 2025Q4: 1,112 shares; 2026Q1: 1,350 shares 1,350 $462K 0.04% +238 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: not reported; 2024Q4: 1,330 shares; 2025Q1: 1,195 shares; 2025Q2: 1,214 shares; 2025Q3: 1,273 shares; 2025Q4: 1,247 shares; 2026Q1: 1,178 shares 1,178 $460K 0.04% -69 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: 8,056 shares; 2024Q4: 9,490 shares; 2025Q1: 4,645 shares; 2025Q2: 4,479 shares; 2025Q3: 3,870 shares; 2025Q4: 5,015 shares; 2026Q1: 6,343 shares 6,343 $460K 0.04% +1,328 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: 2,071 shares; 2024Q4: 2,094 shares; 2025Q1: 1,501 shares; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,796 shares; 2026Q1: 2,250 shares 2,250 $457K 0.04% +454 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 6,480 shares; 2025Q1: 2,999 shares; 2025Q2: 2,155 shares; 2025Q3: 2,905 shares; 2025Q4: 4,012 shares; 2026Q1: 4,243 shares 4,243 $457K 0.04% +231 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,520 shares; 2025Q1: 3,707 shares; 2025Q2: 3,211 shares; 2025Q3: 4,823 shares; 2025Q4: 4,841 shares; 2026Q1: 6,413 shares 6,413 $454K 0.04% +1,572 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 984 shares; 2025Q1: 987 shares; 2025Q2: 886 shares; 2025Q3: 1,743 shares; 2025Q4: 1,582 shares; 2026Q1: 1,489 shares 1,489 $453K 0.04% -93 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,470 shares; 2025Q1: 1,610 shares; 2025Q2: 1,586 shares; 2025Q3: 1,579 shares; 2025Q4: 1,830 shares; 2026Q1: 2,180 shares 2,180 $449K 0.04% +350 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,022 shares; 2025Q1: 1,015 shares; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 1,132 shares; 2026Q1: 1,536 shares 1,536 $448K 0.04% +404 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,292 shares; 2024Q4: 15,597 shares; 2025Q1: 15,250 shares; 2025Q2: 10,159 shares; 2025Q3: 11,094 shares; 2025Q4: 13,306 shares; 2026Q1: 15,187 shares 15,187 $444K 0.04% +1,881 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 2,185 shares; 2025Q4: 2,103 shares; 2026Q1: 1,926 shares 1,926 $444K 0.04% -177 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,966 shares; 2025Q1: 3,023 shares; 2025Q2: 2,150 shares; 2025Q3: 2,624 shares; 2025Q4: 2,551 shares; 2026Q1: 2,580 shares 2,580 $443K 0.04% +29 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 14,248 shares; 2025Q1: 11,097 shares; 2025Q2: 6,871 shares; 2025Q3: 7,475 shares; 2025Q4: 7,555 shares; 2026Q1: 7,409 shares 7,409 $442K 0.04% -146 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: 4,044 shares; 2024Q4: 4,213 shares; 2025Q1: 3,036 shares; 2025Q2: 4,531 shares; 2025Q3: 3,046 shares; 2025Q4: 3,114 shares; 2026Q1: 3,163 shares 3,163 $441K 0.04% +49 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 15,811 shares; 2025Q1: 11,359 shares; 2025Q2: 7,331 shares; 2025Q3: 8,774 shares; 2025Q4: 8,483 shares; 2026Q1: 8,972 shares 8,972 $440K 0.04% +489 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 6,202 shares; 2026Q1: 5,849 shares 5,849 $435K 0.04% -353 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: 5,438 shares; 2024Q4: 5,487 shares; 2025Q1: 4,486 shares; 2025Q2: 4,846 shares; 2025Q3: 5,756 shares; 2025Q4: 6,089 shares; 2026Q1: 6,567 shares 6,567 $433K 0.04% +478 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 2,738 shares; 2025Q1: 1,786 shares; 2025Q2: 1,210 shares; 2025Q3: 1,322 shares; 2025Q4: 1,258 shares; 2026Q1: 1,267 shares 1,267 $433K 0.04% +9 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 5,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares; 2025Q4: 4,760 shares; 2026Q1: 9,397 shares 9,397 $432K 0.04% +4,637 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,781 shares; 2025Q1: 6,330 shares; 2025Q2: 4,038 shares; 2025Q3: 4,518 shares; 2025Q4: 4,403 shares; 2026Q1: 3,806 shares 3,806 $429K 0.04% -597 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,182 shares; 2025Q4: 15,613 shares; 2026Q1: 20,663 shares 20,663 $428K 0.04% +5,050 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $426K 0.04% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: 14,194 shares; 2025Q1: 6,220 shares; 2025Q2: 4,236 shares; 2025Q3: 3,968 shares; 2025Q4: 4,116 shares; 2026Q1: 7,222 shares 7,222 $423K 0.04% +3,106 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,967 shares; 2025Q1: 3,815 shares; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 3,874 shares; 2026Q1: 3,840 shares 3,840 $421K 0.04% -34 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: 865 shares; 2024Q4: 3,917 shares; 2025Q1: 2,479 shares; 2025Q2: 1,620 shares; 2025Q3: 1,709 shares; 2025Q4: 1,514 shares; 2026Q1: 1,375 shares 1,375 $418K 0.04% -139 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares 1,532 $417K 0.04% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares 3,003 $412K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,704 shares; 2024Q4: 14,743 shares; 2025Q1: 9,211 shares; 2025Q2: 8,176 shares; 2025Q3: 7,597 shares; 2025Q4: 6,798 shares; 2026Q1: 7,139 shares 7,139 $411K 0.04% +341 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,947 shares; 2025Q1: 3,311 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,553 shares; 2026Q1: 2,420 shares 2,420 $410K 0.04% -133 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,915 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 3,778 shares; 2026Q1: 3,740 shares 3,740 $408K 0.04% -38 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 724 shares; 2026Q1: 855 shares 855 $405K 0.04% +131 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,697 shares; 2025Q1: 1,217 shares; 2025Q2: 943 shares; 2025Q3: 1,226 shares; 2025Q4: 708 shares; 2026Q1: 681 shares 681 $404K 0.04% -27 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,252 shares; 2024Q4: 10,292 shares; 2025Q1: 5,437 shares; 2025Q2: 5,875 shares; 2025Q3: 7,435 shares; 2025Q4: 7,574 shares; 2026Q1: 8,189 shares 8,189 $401K 0.03% +615 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 3,563 shares; 2025Q1: 1,865 shares; 2025Q2: 1,248 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,372 shares 1,372 $401K 0.03% +131 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,469 shares; 2025Q1: 4,819 shares; 2025Q2: 3,632 shares; 2025Q3: 4,442 shares; 2025Q4: 4,253 shares; 2026Q1: 4,005 shares 4,005 $398K 0.03% -248 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: 2,471 shares; 2024Q4: 2,202 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 1,883 shares; 2026Q1: 1,999 shares 1,999 $398K 0.03% +116 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 6,451 shares; 2025Q1: 5,892 shares; 2025Q2: 4,203 shares; 2025Q3: 4,367 shares; 2025Q4: 4,994 shares; 2026Q1: 6,059 shares 6,059 $395K 0.03% +1,065 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,284 shares; 2024Q4: 6,284 shares; 2025Q1: 6,284 shares; 2025Q2: 6,284 shares; 2025Q3: 6,284 shares; 2025Q4: 6,284 shares; 2026Q1: 6,284 shares 6,284 $393K 0.03% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $392K 0.03% new 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: 5,951 shares; 2024Q4: 6,548 shares; 2025Q1: 3,482 shares; 2025Q2: 3,756 shares; 2025Q3: 3,698 shares; 2025Q4: 3,356 shares; 2026Q1: 4,612 shares 4,612 $391K 0.03% +1,256 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,516 shares 11,516 $391K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,138 shares; 2026Q1: 1,081 shares 1,081 $385K 0.03% -57 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,265 shares 1,265 $385K 0.03% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 8,976 shares; 2025Q1: 3,991 shares; 2025Q2: 2,517 shares; 2025Q3: 2,524 shares; 2025Q4: 2,322 shares; 2026Q1: 2,557 shares 2,557 $382K 0.03% +235 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: 3,148 shares; 2024Q4: 3,173 shares; 2025Q1: 2,000 shares; 2025Q2: 1,946 shares; 2025Q3: 2,289 shares; 2025Q4: 2,326 shares; 2026Q1: 2,428 shares 2,428 $382K 0.03% +102 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,647 shares; 2026Q1: 5,281 shares 5,281 $379K 0.03% +1,634 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,306 shares; 2025Q1: 1,814 shares; 2025Q2: 1,572 shares; 2025Q3: 1,426 shares; 2025Q4: 3,006 shares; 2026Q1: 2,852 shares 2,852 $379K 0.03% -154 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,197 shares; 2024Q4: 19,676 shares; 2025Q1: 12,375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares; 2026Q1: 11,276 shares 11,276 $375K 0.03% +472 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 3,031 shares; 2025Q1: 3,743 shares; 2025Q2: 3,062 shares; 2025Q3: 3,532 shares; 2025Q4: 3,501 shares; 2026Q1: 3,379 shares 3,379 $374K 0.03% -122 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,590 shares; 2025Q1: 1,017 shares; 2025Q2: 965 shares; 2025Q3: 1,401 shares; 2025Q4: 1,310 shares; 2026Q1: 2,162 shares 2,162 $373K 0.03% +852 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: 837 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,264 shares 1,264 $367K 0.03% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,651 shares 4,651 $366K 0.03% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 12,011 shares; 2025Q1: 7,980 shares; 2025Q2: not reported; 2025Q3: 5,715 shares; 2025Q4: 5,423 shares; 2026Q1: 4,854 shares 4,854 $366K 0.03% -569 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 2,870 shares; 2025Q1: 1,781 shares; 2025Q2: 1,127 shares; 2025Q3: 1,124 shares; 2025Q4: 1,210 shares; 2026Q1: 1,397 shares 1,397 $364K 0.03% +187 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: 1,836 shares; 2024Q4: 2,288 shares; 2025Q1: 879 shares; 2025Q2: 935 shares; 2025Q3: 919 shares; 2025Q4: 573 shares; 2026Q1: 492 shares 492 $363K 0.03% -81 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 12,060 shares; 2025Q1: 8,290 shares; 2025Q2: 5,824 shares; 2025Q3: 5,852 shares; 2025Q4: 5,907 shares; 2026Q1: 6,148 shares 6,148 $362K 0.03% +241 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,380 shares; 2025Q1: 2,363 shares; 2025Q2: 2,366 shares; 2025Q3: 2,420 shares; 2025Q4: 2,448 shares; 2026Q1: 2,537 shares 2,537 $362K 0.03% +89 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,215 shares; 2025Q1: 2,334 shares; 2025Q2: 1,915 shares; 2025Q3: 2,112 shares; 2025Q4: 2,199 shares; 2026Q1: 2,001 shares 2,001 $362K 0.03% -198 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: 3,384 shares; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,384 shares; 2025Q3: 3,384 shares; 2025Q4: 3,214 shares; 2026Q1: 3,214 shares 3,214 $360K 0.03% 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: 6,475 shares; 2024Q4: 4,710 shares; 2025Q1: 5,532 shares; 2025Q2: 5,356 shares; 2025Q3: 5,446 shares; 2025Q4: 4,616 shares; 2026Q1: 6,803 shares 6,803 $359K 0.03% +2,187 Timeline CGW 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: 5,612 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: not reported; 2025Q3: 5,612 shares; 2025Q4: 5,612 shares; 2026Q1: 5,612 shares 5,612 $359K 0.03% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,713 shares; 2026Q1: 3,940 shares 3,940 $358K 0.03% -3,773 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 7,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 5,144 shares; 2026Q1: 4,790 shares 4,790 $357K 0.03% -354 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 3,524 shares; 2025Q2: 2,475 shares; 2025Q3: 3,101 shares; 2025Q4: 3,035 shares; 2026Q1: 2,807 shares 2,807 $356K 0.03% -228 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 4,972 shares; 2025Q1: 2,345 shares; 2025Q2: 2,341 shares; 2025Q3: 2,613 shares; 2025Q4: 2,443 shares; 2026Q1: 2,397 shares 2,397 $353K 0.03% -46 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,621 shares 1,621 $351K 0.03% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 371 shares; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 288 shares; 2026Q1: 358 shares 358 $351K 0.03% +70 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,683 shares; 2024Q4: 21,996 shares; 2025Q1: 22,003 shares; 2025Q2: 22,215 shares; 2025Q3: 26,558 shares; 2025Q4: 38,365 shares; 2026Q1: 43,881 shares 43,881 $348K 0.03% +5,516 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,409 shares; 2025Q4: 11,832 shares; 2026Q1: 13,371 shares 13,371 $348K 0.03% +1,539 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 646 shares 646 $348K 0.03% +116 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,578 shares 8,578 $347K 0.03% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,222 shares; 2025Q1: 1,228 shares; 2025Q2: 1,255 shares; 2025Q3: 1,443 shares; 2025Q4: 1,415 shares; 2026Q1: 1,299 shares 1,299 $347K 0.03% -116 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,877 shares 4,877 $346K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,175 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 772 shares 772 $345K 0.03% +272 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 339 shares; 2025Q1: 337 shares; 2025Q2: 731 shares; 2025Q3: 422 shares; 2025Q4: 403 shares; 2026Q1: 385 shares 385 $345K 0.03% -18 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,593 shares; 2025Q1: 1,422 shares; 2025Q2: 971 shares; 2025Q3: 1,052 shares; 2025Q4: 1,009 shares; 2026Q1: 946 shares 946 $344K 0.03% -63 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,144 shares; 2024Q4: 24,653 shares; 2025Q1: 18,327 shares; 2025Q2: 17,980 shares; 2025Q3: 21,209 shares; 2025Q4: 21,824 shares; 2026Q1: 29,707 shares 29,707 $343K 0.03% +7,883 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: 2,826 shares; 2024Q4: 2,852 shares; 2025Q1: 2,014 shares; 2025Q2: 1,752 shares; 2025Q3: 1,645 shares; 2025Q4: 1,696 shares; 2026Q1: 1,800 shares 1,800 $341K 0.03% +104 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 227 shares; 2025Q1: 196 shares; 2025Q2: not reported; 2025Q3: 2,089 shares; 2025Q4: 1,952 shares; 2026Q1: 1,764 shares 1,764 $338K 0.03% -188 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,790 shares; 2025Q1: 2,770 shares; 2025Q2: 2,587 shares; 2025Q3: 3,001 shares; 2025Q4: 2,920 shares; 2026Q1: 2,987 shares 2,987 $338K 0.03% +67 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $338K 0.03% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,935 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 1,322 shares; 2026Q1: 1,408 shares 1,408 $337K 0.03% +86 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: 3,656 shares; 2024Q4: 3,467 shares; 2025Q1: 3,427 shares; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 4,167 shares; 2026Q1: 5,954 shares 5,954 $335K 0.03% +1,787 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,287 shares; 2025Q1: 4,101 shares; 2025Q2: 2,912 shares; 2025Q3: 3,261 shares; 2025Q4: 3,202 shares; 2026Q1: 2,443 shares 2,443 $335K 0.03% -759 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: 949 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 1,007 shares; 2026Q1: 1,129 shares 1,129 $333K 0.03% +122 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: 456 shares 456 $333K 0.03% +134 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,359 shares 4,359 $332K 0.03% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,033 shares; 2025Q1: 14,453 shares; 2025Q2: 9,998 shares; 2025Q3: 12,025 shares; 2025Q4: 12,037 shares; 2026Q1: 10,961 shares 10,961 $330K 0.03% -1,076 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,764 shares 8,764 $329K 0.03% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: not reported; 2026Q1: 543 shares 543 $329K 0.03% new Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 4,188 shares; 2026Q1: 4,188 shares 4,188 $328K 0.03% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 11,129 shares; 2025Q1: 6,382 shares; 2025Q2: 4,602 shares; 2025Q3: 4,974 shares; 2025Q4: 4,468 shares; 2026Q1: 5,013 shares 5,013 $327K 0.03% +545 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 8,591 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,858 shares; 2026Q1: 4,920 shares 4,920 $326K 0.03% +62 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $323K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 1,706 shares; 2026Q1: 1,624 shares 1,624 $321K 0.03% -82 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,880 shares; 2025Q3: 9,880 shares; 2025Q4: 9,880 shares; 2026Q1: 9,880 shares 9,880 $320K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 709 shares; 2025Q1: 666 shares; 2025Q2: 692 shares; 2025Q3: 786 shares; 2025Q4: 788 shares; 2026Q1: 738 shares 738 $320K 0.03% -50 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,795 shares; 2025Q1: 6,261 shares; 2025Q2: 4,238 shares; 2025Q3: 4,787 shares; 2025Q4: 5,198 shares; 2026Q1: 4,894 shares 4,894 $320K 0.03% -304 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,660 shares; 2025Q1: 4,681 shares; 2025Q2: 4,403 shares; 2025Q3: 4,176 shares; 2025Q4: 3,899 shares; 2026Q1: 3,936 shares 3,936 $319K 0.03% +37 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 1,797 shares; 2026Q1: 1,721 shares 1,721 $319K 0.03% -76 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares 1,521 $316K 0.03% 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: 3,492 shares; 2024Q4: 10,685 shares; 2025Q1: 10,435 shares; 2025Q2: 7,453 shares; 2025Q3: 7,090 shares; 2025Q4: 7,077 shares; 2026Q1: 7,810 shares 7,810 $315K 0.03% +733 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 7,043 shares; 2025Q1: 4,672 shares; 2025Q2: 3,186 shares; 2025Q3: 3,377 shares; 2025Q4: 3,396 shares; 2026Q1: 3,413 shares 3,413 $315K 0.03% +17 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,447 shares; 2026Q1: 10,249 shares 10,249 $313K 0.03% +1,802 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 12,703 shares; 2025Q1: 11,982 shares; 2025Q2: 7,867 shares; 2025Q3: 8,705 shares; 2025Q4: 10,962 shares; 2026Q1: 11,554 shares 11,554 $311K 0.03% +592 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,044 shares; 2025Q1: 5,094 shares; 2025Q2: 5,095 shares; 2025Q3: 5,286 shares; 2025Q4: 5,175 shares; 2026Q1: 4,845 shares 4,845 $311K 0.03% -330 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,384 shares; 2025Q1: 15,790 shares; 2025Q2: 9,863 shares; 2025Q3: 10,680 shares; 2025Q4: 10,471 shares; 2026Q1: 11,709 shares 11,709 $310K 0.03% +1,238 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: 4,637 shares; 2024Q4: 4,658 shares; 2025Q1: 3,079 shares; 2025Q2: 2,969 shares; 2025Q3: 3,353 shares; 2025Q4: 3,256 shares; 2026Q1: 2,690 shares 2,690 $309K 0.03% -566 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,692 shares; 2024Q4: 5,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares; 2026Q1: 2,566 shares 2,566 $309K 0.03% +24 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 928 shares; 2025Q1: 653 shares; 2025Q2: 588 shares; 2025Q3: 790 shares; 2025Q4: 803 shares; 2026Q1: 964 shares 964 $309K 0.03% +161 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares 2,013 $307K 0.03% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,578 shares; 2025Q1: 4,629 shares; 2025Q2: 4,636 shares; 2025Q3: 5,046 shares; 2025Q4: 4,861 shares; 2026Q1: 4,820 shares 4,820 $307K 0.03% -41 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 5,786 shares; 2025Q1: 3,756 shares; 2025Q2: 2,373 shares; 2025Q3: 2,626 shares; 2025Q4: 2,680 shares; 2026Q1: 2,587 shares 2,587 $305K 0.03% -93 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,675 shares; 2025Q1: 4,697 shares; 2025Q2: 3,438 shares; 2025Q3: 3,899 shares; 2025Q4: 4,043 shares; 2026Q1: 3,730 shares 3,730 $303K 0.03% -313 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 8,358 shares; 2025Q1: 6,477 shares; 2025Q2: 5,997 shares; 2025Q3: 5,181 shares; 2025Q4: 5,112 shares; 2026Q1: 4,237 shares 4,237 $302K 0.03% -875 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,273 shares 8,273 $300K 0.03% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,970 shares 13,970 $300K 0.03% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,903 shares; 2024Q4: 12,303 shares; 2025Q1: 8,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,851 shares 9,851 $298K 0.03% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: not reported; 2026Q1: 1,196 shares 1,196 $296K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $295K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,563 shares; 2025Q4: not reported; 2026Q1: 6,435 shares 6,435 $295K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 5,973 shares; 2025Q1: 4,362 shares; 2025Q2: 4,011 shares; 2025Q3: 4,563 shares; 2025Q4: 4,590 shares; 2026Q1: 4,750 shares 4,750 $294K 0.03% +160 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,851 shares; 2025Q1: 8,068 shares; 2025Q2: 6,797 shares; 2025Q3: 7,625 shares; 2025Q4: 7,037 shares; 2026Q1: 7,352 shares 7,352 $293K 0.03% +315 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,777 shares 11,777 $291K 0.03% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 10,156 shares; 2025Q1: 7,385 shares; 2025Q2: 4,541 shares; 2025Q3: 5,372 shares; 2025Q4: 4,911 shares; 2026Q1: 5,716 shares 5,716 $290K 0.03% +805 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,673 shares; 2026Q1: 1,768 shares 1,768 $290K 0.03% +95 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,400 shares; 2025Q1: 1,021 shares; 2025Q2: 1,065 shares; 2025Q3: 1,188 shares; 2025Q4: 1,162 shares; 2026Q1: 1,044 shares 1,044 $290K 0.03% -118 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 13,432 shares; 2025Q1: 12,837 shares; 2025Q2: 12,837 shares; 2025Q3: 12,790 shares; 2025Q4: 12,790 shares; 2026Q1: 12,779 shares 12,779 $289K 0.03% -11 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,293 shares; 2026Q1: 13,624 shares 13,624 $288K 0.03% +2,331 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 1,155 shares; 2025Q1: 1,010 shares; 2025Q2: 834 shares; 2025Q3: 1,059 shares; 2025Q4: 893 shares; 2026Q1: 820 shares 820 $288K 0.03% -73 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,690 shares; 2024Q4: 11,346 shares; 2025Q1: 6,274 shares; 2025Q2: 4,405 shares; 2025Q3: 3,952 shares; 2025Q4: 4,042 shares; 2026Q1: 4,006 shares 4,006 $287K 0.02% -36 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,918 shares; 2024Q4: 7,483 shares; 2025Q1: 3,924 shares; 2025Q2: 2,567 shares; 2025Q3: 2,769 shares; 2025Q4: 3,043 shares; 2026Q1: 2,744 shares 2,744 $286K 0.02% -299 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 735 shares; 2026Q1: 952 shares 952 $284K 0.02% +217 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,879 shares 5,879 $281K 0.02% new 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: not reported; 2024Q4: 2,260 shares; 2025Q1: 2,226 shares; 2025Q2: 1,718 shares; 2025Q3: 1,972 shares; 2025Q4: 2,035 shares; 2026Q1: 1,974 shares 1,974 $281K 0.02% -61 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 9,129 shares; 2025Q1: 8,040 shares; 2025Q2: 9,457 shares; 2025Q3: 7,994 shares; 2025Q4: 5,308 shares; 2026Q1: 8,399 shares 8,399 $279K 0.02% +3,091 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,398 shares; 2025Q1: 3,198 shares; 2025Q2: 2,831 shares; 2025Q3: 2,831 shares; 2025Q4: 2,702 shares; 2026Q1: 2,702 shares 2,702 $278K 0.02% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 10,533 shares; 2025Q1: 6,538 shares; 2025Q2: 4,250 shares; 2025Q3: 4,755 shares; 2025Q4: 5,284 shares; 2026Q1: 3,154 shares 3,154 $278K 0.02% -2,130 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,493 shares; 2025Q1: 1,468 shares; 2025Q2: 1,145 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,292 shares 2,292 $277K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 2,186 shares; 2025Q3: 2,518 shares; 2025Q4: 2,382 shares; 2026Q1: 2,389 shares 2,389 $277K 0.02% +7 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,167 shares; 2025Q1: 1,579 shares; 2025Q2: 1,412 shares; 2025Q3: 1,627 shares; 2025Q4: 1,551 shares; 2026Q1: 1,635 shares 1,635 $277K 0.02% +84 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,231 shares; 2024Q4: 23,675 shares; 2025Q1: 9,300 shares; 2025Q2: 8,296 shares; 2025Q3: 7,647 shares; 2025Q4: 7,271 shares; 2026Q1: 7,137 shares 7,137 $275K 0.02% -134 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 3,390 shares; 2025Q1: 3,280 shares; 2025Q2: not reported; 2025Q3: 2,954 shares; 2025Q4: 2,852 shares; 2026Q1: 2,083 shares 2,083 $273K 0.02% -769 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 242 shares; 2026Q1: 216 shares 216 $272K 0.02% -26 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,863 shares; 2025Q1: 1,647 shares; 2025Q2: 1,583 shares; 2025Q3: 1,675 shares; 2025Q4: 1,504 shares; 2026Q1: 1,437 shares 1,437 $272K 0.02% -67 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,359 shares 7,359 $271K 0.02% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares 499 $271K 0.02% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,848 shares; 2026Q1: 8,173 shares 8,173 $271K 0.02% +2,325 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares; 2025Q4: 674 shares; 2026Q1: 753 shares 753 $270K 0.02% +79 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,064 shares; 2025Q1: 1,061 shares; 2025Q2: 925 shares; 2025Q3: 1,035 shares; 2025Q4: 929 shares; 2026Q1: 1,015 shares 1,015 $269K 0.02% +86 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: not reported; 2025Q4: 1,084 shares; 2026Q1: 1,129 shares 1,129 $269K 0.02% +45 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 555 shares; 2025Q1: 473 shares; 2025Q2: 494 shares; 2025Q3: 984 shares; 2025Q4: 608 shares; 2026Q1: 674 shares 674 $267K 0.02% +66 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 23,620 shares; 2025Q1: 23,380 shares; 2025Q2: 23,651 shares; 2025Q3: 30,081 shares; 2025Q4: 43,921 shares; 2026Q1: 53,095 shares 53,095 $267K 0.02% +9,174 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $266K 0.02% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $265K 0.02% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: 2,011 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,535 shares 1,535 $265K 0.02% +25 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: 3,126 shares; 2024Q4: 3,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,417 shares; 2025Q4: 3,314 shares; 2026Q1: 2,812 shares 2,812 $265K 0.02% -502 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,762 shares; 2026Q1: 7,086 shares 7,086 $262K 0.02% +1,324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,824 shares 2,824 $261K 0.02% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,459 shares 3,459 $261K 0.02% 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: not reported; 2024Q4: 4,594 shares; 2025Q1: 4,423 shares; 2025Q2: 2,632 shares; 2025Q3: 3,098 shares; 2025Q4: 3,215 shares; 2026Q1: 2,965 shares 2,965 $260K 0.02% -250 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO 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: not reported; 2026Q1: 1,218 shares 1,218 $257K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 2,068 shares; 2026Q1: 1,953 shares 1,953 $256K 0.02% -115 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,057 shares; 2026Q1: 10,505 shares 10,505 $255K 0.02% +2,448 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,705 shares; 2025Q4: 1,865 shares; 2026Q1: 1,916 shares 1,916 $255K 0.02% +51 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,063 shares 5,063 $255K 0.02% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares 2,192 $253K 0.02% new 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: 833 shares; 2024Q4: 916 shares; 2025Q1: 707 shares; 2025Q2: 637 shares; 2025Q3: 409 shares; 2025Q4: 423 shares; 2026Q1: 417 shares 417 $252K 0.02% -6 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: not reported; 2026Q1: 1,172 shares 1,172 $251K 0.02% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,419 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares 1,240 $251K 0.02% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,333 shares; 2026Q1: 2,192 shares 2,192 $250K 0.02% -141 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,567 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 1,332 shares; 2026Q1: 1,343 shares 1,343 $248K 0.02% +11 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares 3,472 $247K 0.02% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: 2,564 shares; 2025Q2: 1,766 shares; 2025Q3: 2,112 shares; 2025Q4: 2,082 shares; 2026Q1: 2,810 shares 2,810 $247K 0.02% +728 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: 451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 327 shares; 2026Q1: 439 shares 439 $247K 0.02% +112 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 31,446 shares; 2025Q1: 13,974 shares; 2025Q2: 11,602 shares; 2025Q3: 12,491 shares; 2025Q4: 11,609 shares; 2026Q1: 11,240 shares 11,240 $246K 0.02% -369 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,986 shares; 2024Q4: 14,903 shares; 2025Q1: 13,738 shares; 2025Q2: 8,557 shares; 2025Q3: 11,420 shares; 2025Q4: 11,740 shares; 2026Q1: 10,787 shares 10,787 $245K 0.02% -953 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares; 2026Q1: 6,344 shares 6,344 $244K 0.02% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,687 shares; 2025Q2: 1,345 shares; 2025Q3: 1,292 shares; 2025Q4: 1,468 shares; 2026Q1: 1,284 shares 1,284 $244K 0.02% -184 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,248 shares; 2026Q1: 1,274 shares 1,274 $243K 0.02% +26 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 12,965 shares; 2025Q1: 5,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,307 shares 4,307 $241K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares; 2026Q1: 841 shares 841 $241K 0.02% -28 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 1,702 shares; 2026Q1: 1,758 shares 1,758 $240K 0.02% +56 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,876 shares; 2025Q1: 1,238 shares; 2025Q2: 1,216 shares; 2025Q3: 1,369 shares; 2025Q4: 1,236 shares; 2026Q1: 1,209 shares 1,209 $240K 0.02% -27 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: 857 shares; 2024Q4: 819 shares; 2025Q1: 622 shares; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 859 shares; 2026Q1: 818 shares 818 $239K 0.02% -41 Timeline ITOT 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: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,680 shares; 2025Q4: 2,047 shares; 2026Q1: 1,680 shares 1,680 $239K 0.02% -367 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,015 shares; 2024Q4: 69,582 shares; 2025Q1: 37,117 shares; 2025Q2: 32,009 shares; 2025Q3: 34,605 shares; 2025Q4: 33,758 shares; 2026Q1: 39,855 shares 39,855 $239K 0.02% +6,097 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: 524 shares; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 518 shares; 2026Q1: 547 shares 547 $239K 0.02% +29 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,167 shares 8,167 $238K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to 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: 2,448 shares 2,448 $238K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,671 shares; 2025Q4: 3,957 shares; 2026Q1: 3,841 shares 3,841 $235K 0.02% -116 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,616 shares; 2025Q1: 2,675 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $235K 0.02% 0 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,947 shares; 2025Q2: 3,069 shares; 2025Q3: 3,200 shares; 2025Q4: 3,241 shares; 2026Q1: 3,297 shares 3,297 $235K 0.02% +56 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,193 shares 9,193 $233K 0.02% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,113 shares; 2025Q4: 7,113 shares; 2026Q1: 6,563 shares 6,563 $233K 0.02% -550 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,571 shares 9,571 $232K 0.02% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,532 shares 9,532 $231K 0.02% new Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 7,325 shares; 2025Q1: 3,410 shares; 2025Q2: not reported; 2025Q3: 2,083 shares; 2025Q4: 2,089 shares; 2026Q1: 2,069 shares 2,069 $230K 0.02% -20 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,372 shares 8,372 $229K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,453 shares 1,453 $228K 0.02% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,181 shares; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 3,181 shares; 2026Q1: 3,181 shares 3,181 $228K 0.02% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares; 2026Q1: 4,498 shares 4,498 $228K 0.02% +583 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 11,940 shares; 2025Q1: 8,975 shares; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 5,209 shares; 2026Q1: 5,268 shares 5,268 $228K 0.02% +59 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,729 shares; 2024Q4: 11,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,136 shares; 2025Q4: 6,762 shares; 2026Q1: 6,204 shares 6,204 $227K 0.02% -558 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 4,460 shares; 2025Q1: 2,343 shares; 2025Q2: 2,752 shares; 2025Q3: 2,651 shares; 2025Q4: 2,342 shares; 2026Q1: 2,305 shares 2,305 $227K 0.02% -37 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 2,581 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 2,759 shares; 2026Q1: 2,554 shares 2,554 $227K 0.02% -205 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 517 shares 517 $226K 0.02% -4 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: 565 shares 565 $225K 0.02% -41 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,554 shares; 2025Q2: 16,511 shares; 2025Q3: 17,040 shares; 2025Q4: 17,103 shares; 2026Q1: 8,444 shares 8,444 $225K 0.02% -8,659 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 4,576 shares; 2026Q1: 4,420 shares 4,420 $225K 0.02% -156 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,206 shares 3,206 $222K 0.02% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: 2,284 shares; 2025Q2: 2,068 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $222K 0.02% 0 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,660 shares; 2025Q1: 6,843 shares; 2025Q2: not reported; 2025Q3: 6,028 shares; 2025Q4: 5,306 shares; 2026Q1: 5,348 shares 5,348 $219K 0.02% +42 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 9,892 shares; 2025Q1: 4,266 shares; 2025Q2: 3,898 shares; 2025Q3: 3,679 shares; 2025Q4: 4,689 shares; 2026Q1: 4,448 shares 4,448 $219K 0.02% -241 Timeline STE STERIS PLC More: the full row for STERIS 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: 899 shares; 2025Q3: 1,090 shares; 2025Q4: 1,045 shares; 2026Q1: 977 shares 977 $216K 0.02% -68 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,886 shares 2,886 $215K 0.02% new Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,653 shares; 2025Q2: 1,177 shares; 2025Q3: 1,398 shares; 2025Q4: 1,479 shares; 2026Q1: 1,553 shares 1,553 $215K 0.02% +74 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,870 shares; 2025Q1: 4,058 shares; 2025Q2: 2,777 shares; 2025Q3: 2,928 shares; 2025Q4: 2,757 shares; 2026Q1: 2,591 shares 2,591 $214K 0.02% -166 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,859 shares; 2025Q1: 1,940 shares; 2025Q2: 1,422 shares; 2025Q3: 1,682 shares; 2025Q4: 1,590 shares; 2026Q1: 1,315 shares 1,315 $214K 0.02% -275 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 89 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 61 shares; 2026Q1: 63 shares 63 $213K 0.02% +2 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,256 shares; 2024Q4: 10,368 shares; 2025Q1: 13,337 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,541 shares 11,541 $212K 0.02% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,041 shares; 2026Q1: 14,166 shares 14,166 $211K 0.02% +3,125 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares 778 $211K 0.02% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,856 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares; 2026Q1: 2,482 shares 2,482 $210K 0.02% +24 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 12,399 shares; 2025Q1: 8,472 shares; 2025Q2: 5,688 shares; 2025Q3: 5,830 shares; 2025Q4: 6,014 shares; 2026Q1: 5,424 shares 5,424 $209K 0.02% -590 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $209K 0.02% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares 2,308 $209K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 8,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $209K 0.02% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 7,918 shares; 2026Q1: 7,289 shares 7,289 $207K 0.02% -629 Timeline