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: not loaded; 2024Q4: 1,001,712 shares; 2025Q1: 991,541 shares; 2025Q2: 926,256 shares; 2025Q3: 839,988 shares; 2025Q4: 1,048,245 shares; 2026Q1: 1,021,503 shares 1,021,503 $1.47B 20.47% -26,742 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: not loaded; 2024Q4: 1,108,034 shares; 2025Q1: 1,267,678 shares; 2025Q2: 1,339,923 shares; 2025Q3: 1,385,692 shares; 2025Q4: 1,969,872 shares; 2026Q1: 1,977,378 shares 1,977,378 $326M 4.54% +7,506 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: not loaded; 2024Q4: 817,305 shares; 2025Q1: 824,748 shares; 2025Q2: 842,909 shares; 2025Q3: 825,171 shares; 2025Q4: 1,237,301 shares; 2026Q1: 1,170,842 shares 1,170,842 $305M 4.24% -66,459 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: not loaded; 2024Q4: 667,006 shares; 2025Q1: 689,413 shares; 2025Q2: 653,497 shares; 2025Q3: 652,430 shares; 2025Q4: 1,158,690 shares; 2026Q1: 1,135,958 shares 1,135,958 $281M 3.9% -22,732 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,431,941 shares; 2025Q1: 1,390,789 shares; 2025Q2: 1,270,156 shares; 2025Q3: 1,228,070 shares; 2025Q4: 1,484,586 shares; 2026Q1: 1,343,186 shares 1,343,186 $241M 3.36% -141,400 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,098 shares; 2025Q1: 75,411 shares; 2025Q2: 48,239 shares; 2025Q3: 48,050 shares; 2025Q4: 156,872 shares; 2026Q1: 156,795 shares 156,795 $225M 3.12% -77 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: not loaded; 2024Q4: 313,087 shares; 2025Q1: 684,538 shares; 2025Q2: 668,955 shares; 2025Q3: 582,750 shares; 2025Q4: 680,944 shares; 2026Q1: 648,497 shares 648,497 $198M 2.76% -32,447 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: not loaded; 2024Q4: 462,391 shares; 2025Q1: 606,531 shares; 2025Q2: 639,662 shares; 2025Q3: 588,829 shares; 2025Q4: 610,826 shares; 2026Q1: 623,842 shares 623,842 $189M 2.63% +13,016 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: not loaded; 2024Q4: 656,916 shares; 2025Q1: 638,523 shares; 2025Q2: 525,630 shares; 2025Q3: 499,420 shares; 2025Q4: 538,471 shares; 2026Q1: 511,436 shares 511,436 $156M 2.16% -27,035 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: not loaded; 2024Q4: 198,677 shares; 2025Q1: 194,928 shares; 2025Q2: 196,251 shares; 2025Q3: 204,574 shares; 2025Q4: 307,671 shares; 2026Q1: 275,337 shares 275,337 $153M 2.13% -32,334 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: not loaded; 2024Q4: 284,495 shares; 2025Q1: 338,885 shares; 2025Q2: 367,359 shares; 2025Q3: 640,189 shares; 2025Q4: 643,664 shares; 2026Q1: 564,212 shares 564,212 $152M 2.11% -79,452 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: not loaded; 2024Q4: 1,074,214 shares; 2025Q1: 1,035,110 shares; 2025Q2: 953,610 shares; 2025Q3: 796,468 shares; 2025Q4: 620,461 shares; 2026Q1: 560,705 shares 560,705 $143M 1.99% -59,756 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: not loaded; 2024Q4: 58,485 shares; 2025Q1: 41,551 shares; 2025Q2: 40,009 shares; 2025Q3: 1,052,813 shares; 2025Q4: 701,136 shares; 2026Q1: 567,092 shares 567,092 $92.5M 1.29% -134,044 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: not loaded; 2024Q4: 66,722 shares; 2025Q1: 78,206 shares; 2025Q2: 83,324 shares; 2025Q3: 87,497 shares; 2025Q4: 84,298 shares; 2026Q1: 101,232 shares 101,232 $91M 1.27% +16,934 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: not loaded; 2024Q4: 58,851 shares; 2025Q1: 23,118 shares; 2025Q2: 26,998 shares; 2025Q3: 24,828 shares; 2025Q4: 85,934 shares; 2026Q1: 101,591 shares 101,591 $78.3M 1.09% +15,657 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: not loaded; 2024Q4: 14,283 shares; 2025Q1: 26,988 shares; 2025Q2: 47,123 shares; 2025Q3: 53,234 shares; 2025Q4: 943,533 shares; 2026Q1: 784,000 shares 784,000 $73.7M 1.02% -159,533 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: not loaded; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 335,238 shares; 2025Q3: 396,978 shares; 2025Q4: 443,006 shares; 2026Q1: 375,984 shares 375,984 $73M 1.01% -67,022 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: not loaded; 2024Q4: 66,086 shares; 2025Q1: 362,228 shares; 2025Q2: 246,314 shares; 2025Q3: 234,282 shares; 2025Q4: 238,487 shares; 2026Q1: 346,435 shares 346,435 $69.8M 0.97% +107,948 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,118 shares; 2025Q1: 45,718 shares; 2025Q2: 62,699 shares; 2025Q3: 55,480 shares; 2025Q4: 331,032 shares; 2026Q1: 710,589 shares 710,589 $63.7M 0.89% +379,557 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: not loaded; 2024Q4: 149,199 shares; 2025Q1: 158,179 shares; 2025Q2: 170,339 shares; 2025Q3: 107,928 shares; 2025Q4: 103,976 shares; 2026Q1: 116,819 shares 116,819 $63.1M 0.88% +12,843 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: not loaded; 2024Q4: 53,283 shares; 2025Q1: 58,876 shares; 2025Q2: 68,840 shares; 2025Q3: 62,331 shares; 2025Q4: 57,740 shares; 2026Q1: 66,590 shares 66,590 $61.8M 0.86% +8,850 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: not loaded; 2024Q4: 319,200 shares; 2025Q1: 341,128 shares; 2025Q2: 356,056 shares; 2025Q3: 295,665 shares; 2025Q4: 158,700 shares; 2026Q1: 133,744 shares 133,744 $54.7M 0.76% -24,956 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: not loaded; 2024Q4: 119,368 shares; 2025Q1: 256,366 shares; 2025Q2: 112,423 shares; 2025Q3: 114,435 shares; 2025Q4: 108,697 shares; 2026Q1: 384,034 shares 384,034 $53.5M 0.74% +275,337 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156,174 shares; 2025Q1: 165,193 shares; 2025Q2: 105,963 shares; 2025Q3: 160,575 shares; 2025Q4: 227,919 shares; 2026Q1: 234,410 shares 234,410 $50.9M 0.71% +6,491 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: not loaded; 2024Q4: 411,558 shares; 2025Q1: 508,606 shares; 2025Q2: 575,864 shares; 2025Q3: 509,783 shares; 2025Q4: 505,529 shares; 2026Q1: 515,428 shares 515,428 $47.2M 0.66% +9,899 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: not loaded; 2024Q4: 295,737 shares; 2025Q1: 301,266 shares; 2025Q2: 348,228 shares; 2025Q3: 288,684 shares; 2025Q4: 281,696 shares; 2026Q1: 335,609 shares 335,609 $47.1M 0.66% +53,913 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: not loaded; 2024Q4: 57,901 shares; 2025Q1: 35,225 shares; 2025Q2: 46,775 shares; 2025Q3: 50,241 shares; 2025Q4: 55,647 shares; 2026Q1: 68,964 shares 68,964 $44.1M 0.61% +13,317 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: not loaded; 2024Q4: 604,217 shares; 2025Q1: 157,007 shares; 2025Q2: 160,521 shares; 2025Q3: 157,258 shares; 2025Q4: 162,650 shares; 2026Q1: 137,531 shares 137,531 $43.2M 0.6% -25,119 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: not loaded; 2024Q4: 9,802 shares; 2025Q1: 10,156 shares; 2025Q2: 17,639 shares; 2025Q3: 14,678 shares; 2025Q4: 39,549 shares; 2026Q1: 36,190 shares 36,190 $42.2M 0.59% -3,359 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,050 shares; 2025Q1: 5,900 shares; 2025Q2: 5,500 shares; 2025Q3: 3,900 shares; 2025Q4: 140,510 shares; 2026Q1: 128,042 shares 128,042 $40.7M 0.57% -12,468 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: not loaded; 2024Q4: 3,305 shares; 2025Q1: 3,450 shares; 2025Q2: 20,253 shares; 2025Q3: 20,035 shares; 2025Q4: 17,172 shares; 2026Q1: 12,144 shares 12,144 $38.1M 0.53% -5,028 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: not loaded; 2024Q4: 21,460 shares; 2025Q1: 26,844 shares; 2025Q2: 18,458 shares; 2025Q3: 47,231 shares; 2025Q4: 52,626 shares; 2026Q1: 53,048 shares 53,048 $37.3M 0.52% +422 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: not loaded; 2024Q4: 164,448 shares; 2025Q1: 126,402 shares; 2025Q2: 123,466 shares; 2025Q3: 96,267 shares; 2025Q4: 117,886 shares; 2026Q1: 62,232 shares 62,232 $37M 0.51% -55,654 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: not loaded; 2024Q4: 468,102 shares; 2025Q1: 59,634 shares; 2025Q2: 28,002 shares; 2025Q3: 20,982 shares; 2025Q4: 126,750 shares; 2026Q1: 226,428 shares 226,428 $36.5M 0.51% +99,678 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: not loaded; 2024Q4: 93,369 shares; 2025Q1: 84,030 shares; 2025Q2: 48,142 shares; 2025Q3: 52,849 shares; 2025Q4: 109,601 shares; 2026Q1: 121,589 shares 121,589 $35.5M 0.49% +11,988 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,092 shares; 2025Q1: 36,401 shares; 2025Q2: 201,247 shares; 2025Q3: 272,608 shares; 2025Q4: 211,421 shares; 2026Q1: 160,365 shares 160,365 $34.4M 0.48% -51,056 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,439,813 shares; 2025Q1: 1,455,266 shares; 2025Q2: 1,380,872 shares; 2025Q3: 1,042,394 shares; 2025Q4: 962,068 shares; 2026Q1: 447,159 shares 447,159 $34.2M 0.48% -514,909 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: not loaded; 2024Q4: 1,718 shares; 2025Q1: 8,417 shares; 2025Q2: 2,792 shares; 2025Q3: 275 shares; 2025Q4: not reported; 2026Q1: 257,350 shares 257,350 $33.8M 0.47% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 36,111 shares; 2025Q4: 36,167 shares; 2026Q1: 224,795 shares 224,795 $33M 0.46% +188,628 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,409 shares; 2025Q1: 28,298 shares; 2025Q2: 11,179 shares; 2025Q3: 3,264 shares; 2025Q4: 2,308 shares; 2026Q1: 40,184 shares 40,184 $32.9M 0.46% +37,876 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: not loaded; 2024Q4: 222,607 shares; 2025Q1: 209,345 shares; 2025Q2: 184,465 shares; 2025Q3: 165,171 shares; 2025Q4: 126,027 shares; 2026Q1: 105,498 shares 105,498 $32.6M 0.45% -20,529 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: not loaded; 2024Q4: 98,222 shares; 2025Q1: 98,351 shares; 2025Q2: 95,751 shares; 2025Q3: 66,885 shares; 2025Q4: 134,883 shares; 2026Q1: 121,143 shares 121,143 $32.5M 0.45% -13,740 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: not loaded; 2024Q4: 27,373 shares; 2025Q1: 17,891 shares; 2025Q2: 208,501 shares; 2025Q3: 228,144 shares; 2025Q4: 207,566 shares; 2026Q1: 185,742 shares 185,742 $32.4M 0.45% -21,824 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: not loaded; 2024Q4: 5,908 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 14,144 shares; 2025Q4: 506,020 shares; 2026Q1: 569,583 shares 569,583 $32.1M 0.45% +63,563 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 loaded; 2024Q4: 216,823 shares; 2025Q1: 216,823 shares; 2025Q2: 220,964 shares; 2025Q3: 274,033 shares; 2025Q4: 251,713 shares; 2026Q1: 277,254 shares 277,254 $31.4M 0.44% +25,541 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: not loaded; 2024Q4: 294,280 shares; 2025Q1: 281,103 shares; 2025Q2: 237,560 shares; 2025Q3: 144,186 shares; 2025Q4: 135,590 shares; 2026Q1: 65,352 shares 65,352 $30.9M 0.43% -70,238 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: not loaded; 2024Q4: 87,504 shares; 2025Q1: 98,271 shares; 2025Q2: 85,141 shares; 2025Q3: 81,971 shares; 2025Q4: 99,423 shares; 2026Q1: 66,874 shares 66,874 $29.8M 0.41% -32,549 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: not loaded; 2024Q4: 343,731 shares; 2025Q1: 324,890 shares; 2025Q2: 283,716 shares; 2025Q3: 235,276 shares; 2025Q4: 169,390 shares; 2026Q1: 116,879 shares 116,879 $29.5M 0.41% -52,511 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: not loaded; 2024Q4: 47,562 shares; 2025Q1: 55,427 shares; 2025Q2: 57,931 shares; 2025Q3: 58,969 shares; 2025Q4: 321,331 shares; 2026Q1: 291,918 shares 291,918 $28.4M 0.39% -29,413 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 501 shares; 2025Q1: 919 shares; 2025Q2: 1,320 shares; 2025Q3: 2,443 shares; 2025Q4: 7,046 shares; 2026Q1: 6,609 shares 6,609 $25.2M 0.35% -437 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: not loaded; 2024Q4: 327,201 shares; 2025Q1: 309,552 shares; 2025Q2: 3,694 shares; 2025Q3: 3,694 shares; 2025Q4: 65,662 shares; 2026Q1: 142,263 shares 142,263 $25.1M 0.35% +76,601 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,335 shares; 2025Q1: 17,441 shares; 2025Q2: 23,104 shares; 2025Q3: 28,354 shares; 2025Q4: 151,990 shares; 2026Q1: 61,123 shares 61,123 $25M 0.35% -90,867 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,050 shares; 2025Q1: 35,798 shares; 2025Q2: 162,959 shares; 2025Q3: 146,605 shares; 2025Q4: 235,495 shares; 2026Q1: 214,003 shares 214,003 $24.9M 0.35% -21,492 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,680 shares; 2025Q1: 214,350 shares; 2025Q2: 952,523 shares; 2025Q3: 801,277 shares; 2025Q4: 729,400 shares; 2026Q1: 988,353 shares 988,353 $24.9M 0.35% +258,953 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,850 shares; 2025Q3: 46,350 shares; 2025Q4: 278,667 shares; 2026Q1: 230,457 shares 230,457 $24.3M 0.34% -48,210 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,168 shares; 2025Q1: 23,638 shares; 2025Q2: 20,160 shares; 2025Q3: 56,646 shares; 2025Q4: 221,865 shares; 2026Q1: 205,109 shares 205,109 $22.8M 0.32% -16,756 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: not loaded; 2024Q4: 84,673 shares; 2025Q1: 81,486 shares; 2025Q2: 71,032 shares; 2025Q3: 68,489 shares; 2025Q4: 117,703 shares; 2026Q1: 71,199 shares 71,199 $22.5M 0.31% -46,504 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 290,880 shares; 2025Q1: 116,122 shares; 2025Q2: 196,065 shares; 2025Q3: 107,750 shares; 2025Q4: 105,988 shares; 2026Q1: 124,057 shares 124,057 $22.3M 0.31% +18,069 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 187,286 shares; 2025Q1: 195,119 shares; 2025Q2: 227,192 shares; 2025Q3: 248,818 shares; 2025Q4: 265,213 shares; 2026Q1: 269,368 shares 269,368 $22.1M 0.31% +4,155 Timeline EWU 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 loaded; 2024Q4: 79,211 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 506,091 shares; 2026Q1: 476,166 shares 476,166 $21.1M 0.29% -29,925 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 818,229 shares; 2025Q1: 737,156 shares; 2025Q2: 856,754 shares; 2025Q3: 711,135 shares; 2025Q4: 637,943 shares; 2026Q1: 600,408 shares 600,408 $20.9M 0.29% -37,535 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 786,272 shares; 2026Q1: 741,433 shares 741,433 $20.6M 0.29% -44,839 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,673 shares; 2025Q1: 10,309 shares; 2025Q2: 80,122 shares; 2025Q3: 91,534 shares; 2025Q4: 97,366 shares; 2026Q1: 152,657 shares 152,657 $20.1M 0.28% +55,291 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: not loaded; 2024Q4: 279,338 shares; 2025Q1: 86,826 shares; 2025Q2: 367,101 shares; 2025Q3: 390,881 shares; 2025Q4: 285,569 shares; 2026Q1: 106,562 shares 106,562 $18.8M 0.26% -179,007 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 376,469 shares; 2026Q1: 344,537 shares 344,537 $18.4M 0.26% -31,932 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: not loaded; 2024Q4: 306,648 shares; 2025Q1: 273,705 shares; 2025Q2: 214,004 shares; 2025Q3: 184,821 shares; 2025Q4: 179,069 shares; 2026Q1: 86,616 shares 86,616 $17.7M 0.25% -92,453 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,044 shares; 2025Q1: 14,651 shares; 2025Q2: 21,344 shares; 2025Q3: 24,363 shares; 2025Q4: 23,994 shares; 2026Q1: 20,954 shares 20,954 $17.5M 0.24% -3,040 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 loaded; 2024Q4: 1,214 shares; 2025Q1: 1,086 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,468 shares; 2026Q1: 76,429 shares 76,429 $17.4M 0.24% +11,961 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: not loaded; 2024Q4: 166,881 shares; 2025Q1: 159,936 shares; 2025Q2: 154,227 shares; 2025Q3: 137,539 shares; 2025Q4: 97,733 shares; 2026Q1: 40,871 shares 40,871 $16.4M 0.23% -56,862 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,244 shares; 2025Q1: 14,764 shares; 2025Q2: 14,274 shares; 2025Q3: 34,598 shares; 2025Q4: 54,898 shares; 2026Q1: 118,691 shares 118,691 $15.9M 0.22% +63,793 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: not loaded; 2024Q4: 121,100 shares; 2025Q1: 121,100 shares; 2025Q2: 121,100 shares; 2025Q3: 121,100 shares; 2025Q4: 121,100 shares; 2026Q1: 121,100 shares 121,100 $15.8M 0.22% 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: not loaded; 2024Q4: 21,301 shares; 2025Q1: 21,446 shares; 2025Q2: 30,589 shares; 2025Q3: 30,328 shares; 2025Q4: 80,449 shares; 2026Q1: 76,862 shares 76,862 $15.7M 0.22% -3,587 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: not loaded; 2024Q4: 9,810 shares; 2025Q1: 4,292 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 195,633 shares; 2026Q1: 294,747 shares 294,747 $15.4M 0.21% +99,114 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,440 shares; 2025Q4: 24,868 shares; 2026Q1: 26,565 shares 26,565 $15.2M 0.21% +1,697 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 114,237 shares; 2025Q4: 65,508 shares; 2026Q1: 145,588 shares 145,588 $15M 0.21% +80,080 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: not loaded; 2024Q4: 2,647 shares; 2025Q1: 2,280 shares; 2025Q2: 4,432 shares; 2025Q3: 5,035 shares; 2025Q4: 5,550 shares; 2026Q1: 6,293 shares 6,293 $14.9M 0.21% +743 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 326,553 shares; 2025Q1: 325,577 shares; 2025Q2: 338,573 shares; 2025Q3: 289,210 shares; 2025Q4: 289,210 shares; 2026Q1: 286,598 shares 286,598 $14.5M 0.2% -2,612 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 loaded; 2024Q4: 18,574 shares; 2025Q1: 17,747 shares; 2025Q2: 23,901 shares; 2025Q3: 22,952 shares; 2025Q4: 20,599 shares; 2026Q1: 16,864 shares 16,864 $14.5M 0.2% -3,735 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: not loaded; 2024Q4: 382,493 shares; 2025Q1: 238,681 shares; 2025Q2: 223,934 shares; 2025Q3: 216,072 shares; 2025Q4: 248,497 shares; 2026Q1: 235,234 shares 235,234 $14.4M 0.2% -13,263 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: not loaded; 2024Q4: 1,610 shares; 2025Q1: 2,349 shares; 2025Q2: 2,158 shares; 2025Q3: not reported; 2025Q4: 89,063 shares; 2026Q1: 91,886 shares 91,886 $14.4M 0.2% +2,823 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,474 shares; 2025Q1: 75,259 shares; 2025Q2: 148,188 shares; 2025Q3: 148,188 shares; 2025Q4: 403,186 shares; 2026Q1: 320,549 shares 320,549 $14.3M 0.2% -82,637 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 607,076 shares; 2026Q1: 574,693 shares 574,693 $14.1M 0.2% -32,383 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,296 shares; 2025Q1: 20,452 shares; 2025Q2: 23,693 shares; 2025Q3: 23,239 shares; 2025Q4: 25,740 shares; 2026Q1: 25,635 shares 25,635 $14M 0.19% -105 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,886 shares; 2025Q1: 130,933 shares; 2025Q2: 117,245 shares; 2025Q3: 94,059 shares; 2025Q4: 59,847 shares; 2026Q1: 43,305 shares 43,305 $14M 0.19% -16,542 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: not loaded; 2024Q4: 66,334 shares; 2025Q1: 49,104 shares; 2025Q2: 43,385 shares; 2025Q3: 43,385 shares; 2025Q4: 322,150 shares; 2026Q1: 313,211 shares 313,211 $13.8M 0.19% -8,939 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 loaded; 2024Q4: not reported; 2025Q1: 29,058 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,600 shares; 2026Q1: 73,972 shares 73,972 $13.6M 0.19% +27,372 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares; 2026Q1: 185,692 shares 185,692 $13.4M 0.19% +183,013 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,074 shares; 2025Q1: 10,792 shares; 2025Q2: 3,716 shares; 2025Q3: 3,656 shares; 2025Q4: 26,526 shares; 2026Q1: 60,022 shares 60,022 $13.3M 0.19% +33,496 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189,299 shares; 2025Q1: 171,355 shares; 2025Q2: 174,089 shares; 2025Q3: 185,772 shares; 2025Q4: 179,019 shares; 2026Q1: 168,188 shares 168,188 $13.3M 0.18% -10,831 Timeline SPIB 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 loaded; 2024Q4: 363,549 shares; 2025Q1: 363,549 shares; 2025Q2: 363,549 shares; 2025Q3: 363,549 shares; 2025Q4: 367,836 shares; 2026Q1: 396,052 shares 396,052 $13.2M 0.18% +28,216 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,065 shares; 2025Q1: 308 shares; 2025Q2: 6,519 shares; 2025Q3: 6,760 shares; 2025Q4: 13,425 shares; 2026Q1: 15,309 shares 15,309 $12.1M 0.17% +1,884 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,485 shares; 2025Q1: 21,697 shares; 2025Q2: 21,697 shares; 2025Q3: 21,697 shares; 2025Q4: 176,572 shares; 2026Q1: 153,299 shares 153,299 $11.8M 0.16% -23,273 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186,361 shares; 2025Q3: 176,647 shares; 2025Q4: 187,912 shares; 2026Q1: 44,597 shares 44,597 $11.4M 0.16% -143,315 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: not loaded; 2024Q4: 35,051 shares; 2025Q1: 29,617 shares; 2025Q2: 21,509 shares; 2025Q3: 26,646 shares; 2025Q4: 31,324 shares; 2026Q1: 34,496 shares 34,496 $11.3M 0.16% +3,172 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,760 shares; 2025Q1: 3,536 shares; 2025Q2: 39,824 shares; 2025Q3: 41,608 shares; 2025Q4: 47,293 shares; 2026Q1: 44,623 shares 44,623 $11.2M 0.16% -2,670 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: not loaded; 2024Q4: 139,438 shares; 2025Q1: 136,277 shares; 2025Q2: 20,895 shares; 2025Q3: 14,494 shares; 2025Q4: 53,091 shares; 2026Q1: 25,516 shares 25,516 $10.8M 0.15% -27,575 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: not loaded; 2024Q4: 10,903 shares; 2025Q1: 4,816 shares; 2025Q2: 43,024 shares; 2025Q3: 47,620 shares; 2025Q4: 46,312 shares; 2026Q1: 58,783 shares 58,783 $10.8M 0.15% +12,471 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,310 shares; 2025Q1: 3,666 shares; 2025Q2: 469,723 shares; 2025Q3: 413,800 shares; 2025Q4: 492,337 shares; 2026Q1: 182,100 shares 182,100 $10.8M 0.15% -310,237 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,143 shares; 2025Q1: 16,124 shares; 2025Q2: 26,628 shares; 2025Q3: 43,469 shares; 2025Q4: 30,264 shares; 2026Q1: 32,305 shares 32,305 $10.8M 0.15% +2,041 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: not loaded; 2024Q4: 1,022 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 79,980 shares 79,980 $10.7M 0.15% +79,788 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: not loaded; 2024Q4: 149,566 shares; 2025Q1: 120,532 shares; 2025Q2: 116,947 shares; 2025Q3: 121,799 shares; 2025Q4: 102,836 shares; 2026Q1: 94,598 shares 94,598 $10.4M 0.14% -8,238 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,658 shares; 2025Q4: 61,574 shares; 2026Q1: 42,791 shares 42,791 $10.4M 0.14% -18,783 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40,846 shares; 2025Q2: 50,564 shares; 2025Q3: 53,178 shares; 2025Q4: 83,641 shares; 2026Q1: 55,451 shares 55,451 $10.3M 0.14% -28,190 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,332 shares 84,332 $10.2M 0.14% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,040 shares; 2025Q1: 6,266 shares; 2025Q2: 8,766 shares; 2025Q3: 13,178 shares; 2025Q4: 32,671 shares; 2026Q1: 93,758 shares 93,758 $9.92M 0.14% +61,087 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 263,911 shares; 2025Q1: 250,622 shares; 2025Q2: 220,421 shares; 2025Q3: 200,289 shares; 2025Q4: 192,417 shares; 2026Q1: 58,378 shares 58,378 $9.88M 0.14% -134,039 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: not loaded; 2024Q4: 5,383 shares; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares; 2025Q4: 152,070 shares; 2026Q1: 152,070 shares 152,070 $9.88M 0.14% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,502 shares; 2025Q1: 46,976 shares; 2025Q2: 56,727 shares; 2025Q3: 57,459 shares; 2025Q4: 87,229 shares; 2026Q1: 109,760 shares 109,760 $9.81M 0.14% +22,531 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,290 shares; 2025Q1: 47,761 shares; 2025Q2: 47,651 shares; 2025Q3: 63,555 shares; 2025Q4: 86,926 shares; 2026Q1: 64,173 shares 64,173 $9.62M 0.13% -22,753 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: not loaded; 2024Q4: 50,709 shares; 2025Q1: 58,575 shares; 2025Q2: 23,003 shares; 2025Q3: 40,731 shares; 2025Q4: 38,299 shares; 2026Q1: 67,106 shares 67,106 $9.48M 0.13% +28,807 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,041 shares; 2025Q1: 19,209 shares; 2025Q2: 17,912 shares; 2025Q3: 12,332 shares; 2025Q4: 11,355 shares; 2026Q1: 33,705 shares 33,705 $9.33M 0.13% +22,350 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,100 shares; 2025Q1: 32,100 shares; 2025Q2: 32,100 shares; 2025Q3: 32,100 shares; 2025Q4: 39,366 shares; 2026Q1: 56,862 shares 56,862 $9.21M 0.13% +17,496 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,891 shares; 2025Q1: 34,467 shares; 2025Q2: 34,674 shares; 2025Q3: 35,255 shares; 2025Q4: 50,445 shares; 2026Q1: 38,046 shares 38,046 $9.18M 0.13% -12,399 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: not loaded; 2024Q4: 14,888 shares; 2025Q1: 13,522 shares; 2025Q2: 13,972 shares; 2025Q3: 24,468 shares; 2025Q4: 92,100 shares; 2026Q1: 94,639 shares 94,639 $8.83M 0.12% +2,539 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,296 shares; 2026Q1: 266,234 shares 266,234 $8.57M 0.12% +167,938 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: not loaded; 2024Q4: 33,860 shares; 2025Q1: 45,281 shares; 2025Q2: 46,295 shares; 2025Q3: 46,619 shares; 2025Q4: 90,010 shares; 2026Q1: 60,912 shares 60,912 $8.57M 0.12% -29,098 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108,597 shares; 2025Q1: 111,345 shares; 2025Q2: 111,345 shares; 2025Q3: 101,395 shares; 2025Q4: 157,395 shares; 2026Q1: 128,179 shares 128,179 $8.48M 0.12% -29,216 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: not loaded; 2024Q4: 69,600 shares; 2025Q1: 68,878 shares; 2025Q2: 75,207 shares; 2025Q3: 77,092 shares; 2025Q4: 77,380 shares; 2026Q1: 39,791 shares 39,791 $8.31M 0.12% -37,589 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 3,162 shares; 2025Q3: 6,070 shares; 2025Q4: 22,275 shares; 2026Q1: 70,659 shares 70,659 $8.26M 0.11% +48,384 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,898 shares 66,898 $8.17M 0.11% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 313,960 shares; 2025Q1: 296,436 shares; 2025Q2: 175,054 shares; 2025Q3: 7,573 shares; 2025Q4: 54,922 shares; 2026Q1: 44,986 shares 44,986 $8.13M 0.11% -9,936 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: not loaded; 2024Q4: 63,985 shares; 2025Q1: 50,243 shares; 2025Q2: 42,926 shares; 2025Q3: 43,918 shares; 2025Q4: 33,043 shares; 2026Q1: 36,883 shares 36,883 $7.97M 0.11% +3,840 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,587 shares; 2025Q1: 2,320 shares; 2025Q2: 2,148 shares; 2025Q3: 1,688 shares; 2025Q4: 14,940 shares; 2026Q1: 10,505 shares 10,505 $7.82M 0.11% -4,435 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,422 shares; 2025Q1: 2,756 shares; 2025Q2: 6,466 shares; 2025Q3: 8,792 shares; 2025Q4: 38,532 shares; 2026Q1: 46,802 shares 46,802 $7.71M 0.11% +8,270 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: not loaded; 2024Q4: 57,500 shares; 2025Q1: 57,500 shares; 2025Q2: 57,500 shares; 2025Q3: 57,500 shares; 2025Q4: 57,500 shares; 2026Q1: 57,500 shares 57,500 $7.66M 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,550 shares; 2025Q4: 4,327 shares; 2026Q1: 33,833 shares 33,833 $7.48M 0.1% +29,506 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: not loaded; 2024Q4: 3,187 shares; 2025Q1: 3,187 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 7,774 shares; 2026Q1: 58,347 shares 58,347 $7.44M 0.1% +50,573 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: not loaded; 2024Q4: 12,757 shares; 2025Q1: 14,301 shares; 2025Q2: 24,035 shares; 2025Q3: 17,630 shares; 2025Q4: 25,860 shares; 2026Q1: 18,319 shares 18,319 $7.43M 0.1% -7,541 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,918 shares; 2025Q1: 31,952 shares; 2025Q2: 27,112 shares; 2025Q3: 28,393 shares; 2025Q4: 58,003 shares; 2026Q1: 102,258 shares 102,258 $7.2M 0.1% +44,255 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: not loaded; 2024Q4: 72,600 shares; 2025Q1: 42,900 shares; 2025Q2: 42,900 shares; 2025Q3: 42,900 shares; 2025Q4: 76,500 shares; 2026Q1: 77,000 shares 77,000 $7.17M 0.1% +500 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: not loaded; 2024Q4: 49,597 shares; 2025Q1: 118,911 shares; 2025Q2: 141,295 shares; 2025Q3: 39,758 shares; 2025Q4: 25,678 shares; 2026Q1: 22,216 shares 22,216 $6.87M 0.1% -3,462 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,771 shares; 2026Q1: 65,419 shares 65,419 $6.41M 0.09% +1,648 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: not loaded; 2024Q4: 36,096 shares; 2025Q1: 6,991 shares; 2025Q2: 5,547 shares; 2025Q3: 18,613 shares; 2025Q4: 10,136 shares; 2026Q1: 17,990 shares 17,990 $6.37M 0.09% +7,854 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: not loaded; 2024Q4: not reported; 2025Q1: 13,104 shares; 2025Q2: 9,838 shares; 2025Q3: 12,978 shares; 2025Q4: 42,354 shares; 2026Q1: 90,768 shares 90,768 $6.36M 0.09% +48,414 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,300 shares; 2025Q1: 20,300 shares; 2025Q2: 20,300 shares; 2025Q3: 20,300 shares; 2025Q4: 20,300 shares; 2026Q1: 20,300 shares 20,300 $6.18M 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,654 shares; 2025Q1: 17,522 shares; 2025Q2: 53,995 shares; 2025Q3: 57,297 shares; 2025Q4: 35,208 shares; 2026Q1: 26,053 shares 26,053 $6.12M 0.09% -9,155 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: not loaded; 2024Q4: 175,338 shares; 2025Q1: 165,215 shares; 2025Q2: 141,586 shares; 2025Q3: 14,890 shares; 2025Q4: 12,010 shares; 2026Q1: 16,891 shares 16,891 $6.1M 0.08% +4,881 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,952 shares; 2025Q2: not reported; 2025Q3: 4,808 shares; 2025Q4: 14,046 shares; 2026Q1: 21,850 shares 21,850 $6.06M 0.08% +7,804 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 loaded; 2024Q4: 6,610 shares; 2025Q1: 11,548 shares; 2025Q2: 13,606 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,822 shares 81,822 $6.01M 0.08% new 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: not loaded; 2024Q4: 11,480 shares; 2025Q1: 15,716 shares; 2025Q2: 15,679 shares; 2025Q3: 16,155 shares; 2025Q4: 19,961 shares; 2026Q1: 20,953 shares 20,953 $5.87M 0.08% +992 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 186 shares; 2025Q2: 415 shares; 2025Q3: 402 shares; 2025Q4: 3,864 shares; 2026Q1: 4,923 shares 4,923 $5.82M 0.08% +1,059 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 27,935 shares; 2025Q3: 27,935 shares; 2025Q4: 108,678 shares; 2026Q1: 112,148 shares 112,148 $5.79M 0.08% +3,470 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: not loaded; 2024Q4: 165,929 shares; 2025Q1: 185,982 shares; 2025Q2: 129,946 shares; 2025Q3: 135,440 shares; 2025Q4: 161,930 shares; 2026Q1: 168,297 shares 168,297 $5.66M 0.08% +6,367 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153,980 shares; 2025Q1: 39,001 shares; 2025Q2: 11,836 shares; 2025Q3: 14,920 shares; 2025Q4: 27,473 shares; 2026Q1: 35,611 shares 35,611 $5.52M 0.08% +8,138 Timeline SJNK 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 loaded; 2024Q4: 510,000 shares; 2025Q1: 159,600 shares; 2025Q2: 319,600 shares; 2025Q3: 319,600 shares; 2025Q4: 392,100 shares; 2026Q1: 217,100 shares 217,100 $5.38M 0.07% -175,000 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 2,753 shares; 2025Q4: 40,561 shares; 2026Q1: 29,866 shares 29,866 $5.34M 0.07% -10,695 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,463 shares; 2025Q3: 15,736 shares; 2025Q4: 16,995 shares; 2026Q1: 17,353 shares 17,353 $5.3M 0.07% +358 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,638 shares; 2025Q1: 20,018 shares; 2025Q2: 44,004 shares; 2025Q3: 50,380 shares; 2025Q4: 43,972 shares; 2026Q1: 24,456 shares 24,456 $5.22M 0.07% -19,516 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,250 shares 33,250 $5.21M 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,215 shares 57,215 $4.97M 0.07% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,801 shares; 2025Q1: 47,905 shares; 2025Q2: 22,341 shares; 2025Q3: 23,002 shares; 2025Q4: 72,152 shares; 2026Q1: 93,334 shares 93,334 $4.87M 0.07% +21,182 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,852 shares; 2025Q1: 8,134 shares; 2025Q2: 17,404 shares; 2025Q3: 18,172 shares; 2025Q4: 25,591 shares; 2026Q1: 52,746 shares 52,746 $4.86M 0.07% +27,155 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,390 shares; 2025Q1: not reported; 2025Q2: 5,892 shares; 2025Q3: 5,104 shares; 2025Q4: 13,604 shares; 2026Q1: 27,882 shares 27,882 $4.73M 0.07% +14,278 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: not loaded; 2024Q4: 10,477 shares; 2025Q1: 8,032 shares; 2025Q2: 21,484 shares; 2025Q3: 35,806 shares; 2025Q4: 62,497 shares; 2026Q1: 18,252 shares 18,252 $4.63M 0.06% -44,245 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,486 shares; 2025Q3: 13,486 shares; 2025Q4: 13,486 shares; 2026Q1: 17,518 shares 17,518 $4.63M 0.06% +4,032 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 loaded; 2024Q4: 350 shares; 2025Q1: 180 shares; 2025Q2: 4,450 shares; 2025Q3: 230 shares; 2025Q4: 9,216 shares; 2026Q1: 13,526 shares 13,526 $4.51M 0.06% +4,310 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,296 shares; 2025Q4: 9,092 shares; 2026Q1: 17,583 shares 17,583 $4.4M 0.06% +8,491 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,696 shares; 2025Q2: 25,320 shares; 2025Q3: 17,430 shares; 2025Q4: 32,272 shares; 2026Q1: 105,656 shares 105,656 $4.35M 0.06% +73,384 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,605 shares 14,605 $4.26M 0.06% new 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: not loaded; 2024Q4: 8,859 shares; 2025Q1: 8,541 shares; 2025Q2: 10,130 shares; 2025Q3: 10,185 shares; 2025Q4: 7,973 shares; 2026Q1: 7,587 shares 7,587 $4.13M 0.06% -386 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,540 shares; 2025Q3: not reported; 2025Q4: 29,950 shares; 2026Q1: 30,439 shares 30,439 $4.07M 0.06% +489 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,318 shares 17,318 $3.95M 0.05% new 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: not loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 260 shares; 2026Q1: 37,280 shares 37,280 $3.94M 0.05% +37,020 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,120 shares; 2025Q1: 29,527 shares; 2025Q2: 29,501 shares; 2025Q3: 28,832 shares; 2025Q4: 35,202 shares; 2026Q1: 34,740 shares 34,740 $3.92M 0.05% -462 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,836 shares; 2026Q1: 29,804 shares 29,804 $3.7M 0.05% +21,968 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,812 shares; 2025Q4: 3,010 shares; 2026Q1: 3,583 shares 3,583 $3.65M 0.05% +573 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,266 shares; 2025Q1: 16,423 shares; 2025Q2: 14,167 shares; 2025Q3: 15,493 shares; 2025Q4: 21,227 shares; 2026Q1: 23,174 shares 23,174 $3.65M 0.05% +1,947 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: not loaded; 2024Q4: 11,413 shares; 2025Q1: 3,813 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares; 2026Q1: 23,568 shares 23,568 $3.39M 0.05% +20,255 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,928 shares; 2025Q2: 13,796 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,068 shares 60,068 $3.39M 0.05% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,574 shares 51,574 $3.3M 0.05% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 3,993 shares; 2026Q1: 4,374 shares 4,374 $3.2M 0.04% +381 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,181 shares 53,181 $3.19M 0.04% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,208 shares; 2025Q1: 27,764 shares; 2025Q2: 27,764 shares; 2025Q3: 27,204 shares; 2025Q4: 29,704 shares; 2026Q1: 29,704 shares 29,704 $3.15M 0.04% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,251 shares; 2026Q1: 50,281 shares 50,281 $3.1M 0.04% +33,030 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: not loaded; 2024Q4: 72,440 shares; 2025Q1: 13,546 shares; 2025Q2: 147,646 shares; 2025Q3: 62,365 shares; 2025Q4: 74,169 shares; 2026Q1: 81,874 shares 81,874 $3.07M 0.04% +7,705 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: not loaded; 2024Q4: 7,949 shares; 2025Q1: 9,587 shares; 2025Q2: 11,539 shares; 2025Q3: 13,181 shares; 2025Q4: 13,859 shares; 2026Q1: 10,234 shares 10,234 $3.05M 0.04% -3,625 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,867 shares; 2025Q4: 50,770 shares; 2026Q1: 40,371 shares 40,371 $3.05M 0.04% -10,399 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: not loaded; 2024Q4: 7,131 shares; 2025Q1: 5,446 shares; 2025Q2: 9,732 shares; 2025Q3: 9,992 shares; 2025Q4: 11,392 shares; 2026Q1: 8,967 shares 8,967 $3.01M 0.04% -2,425 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,466 shares 12,466 $2.97M 0.04% new Timeline DXJ 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: not loaded; 2024Q4: 10,031 shares; 2025Q1: 3,360 shares; 2025Q2: 240 shares; 2025Q3: not reported; 2025Q4: 22,174 shares; 2026Q1: 18,836 shares 18,836 $2.91M 0.04% -3,338 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,382 shares; 2025Q3: 78,573 shares; 2025Q4: 86,203 shares; 2026Q1: 84,369 shares 84,369 $2.9M 0.04% -1,834 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,022 shares; 2025Q1: 4,590 shares; 2025Q2: 716 shares; 2025Q3: 2,590 shares; 2025Q4: 22,627 shares; 2026Q1: 23,928 shares 23,928 $2.83M 0.04% +1,301 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: not loaded; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,543 shares 34,543 $2.83M 0.04% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,469 shares; 2025Q1: 46,098 shares; 2025Q2: 27,158 shares; 2025Q3: 27,430 shares; 2025Q4: 33,611 shares; 2026Q1: 33,838 shares 33,838 $2.7M 0.04% +227 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 loaded; 2024Q4: 112,039 shares; 2025Q1: 102,252 shares; 2025Q2: 103,649 shares; 2025Q3: 103,649 shares; 2025Q4: 90,150 shares; 2026Q1: 90,344 shares 90,344 $2.69M 0.04% +194 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,250 shares; 2026Q1: 23,470 shares 23,470 $2.68M 0.04% +20,220 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,539 shares; 2025Q1: 14,170 shares; 2025Q2: 14,170 shares; 2025Q3: 14,170 shares; 2025Q4: 11,019 shares; 2026Q1: 11,019 shares 11,019 $2.66M 0.04% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,890 shares; 2025Q1: 77,518 shares; 2025Q2: 77,518 shares; 2025Q3: 121,611 shares; 2025Q4: 151,767 shares; 2026Q1: 220,094 shares 220,094 $2.6M 0.04% +68,327 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,692 shares; 2025Q1: 7,299 shares; 2025Q2: 18,058 shares; 2025Q3: 13,097 shares; 2025Q4: 28,930 shares; 2026Q1: 25,568 shares 25,568 $2.56M 0.04% -3,362 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,631 shares; 2025Q1: 19,274 shares; 2025Q2: 30,476 shares; 2025Q3: 36,437 shares; 2025Q4: 32,963 shares; 2026Q1: 22,796 shares 22,796 $2.55M 0.04% -10,167 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,555 shares; 2025Q1: 18,642 shares; 2025Q2: 16,009 shares; 2025Q3: 16,721 shares; 2025Q4: 15,137 shares; 2026Q1: 9,136 shares 9,136 $2.55M 0.04% -6,001 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,942 shares; 2026Q1: 8,552 shares 8,552 $2.55M 0.04% +5,610 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,600 shares; 2025Q1: 19,600 shares; 2025Q2: 19,600 shares; 2025Q3: 19,600 shares; 2025Q4: 19,600 shares; 2026Q1: 19,600 shares 19,600 $2.52M 0.03% 0 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,502 shares 43,502 $2.48M 0.03% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,110 shares; 2025Q1: 6,820 shares; 2025Q2: 4,374 shares; 2025Q3: 4,446 shares; 2025Q4: 5,958 shares; 2026Q1: 19,454 shares 19,454 $2.47M 0.03% +13,496 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,203 shares; 2025Q1: 27,492 shares; 2025Q2: 28,852 shares; 2025Q3: 31,225 shares; 2025Q4: 27,646 shares; 2026Q1: 28,034 shares 28,034 $2.38M 0.03% +388 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: not loaded; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $2.35M 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,944 shares 12,944 $2.29M 0.03% new Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,500 shares; 2026Q1: 37,050 shares 37,050 $2.29M 0.03% +9,550 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: not loaded; 2024Q4: 3,599 shares; 2025Q1: 1,766 shares; 2025Q2: 1,197 shares; 2025Q3: 1,057 shares; 2025Q4: 3,697 shares; 2026Q1: 4,305 shares 4,305 $2.26M 0.03% +608 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,735 shares; 2025Q1: 31,213 shares; 2025Q2: 25,642 shares; 2025Q3: 23,773 shares; 2025Q4: 20,907 shares; 2026Q1: 17,016 shares 17,016 $2.26M 0.03% -3,891 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,500 shares; 2025Q3: not reported; 2025Q4: 15,226 shares; 2026Q1: 34,504 shares 34,504 $2.25M 0.03% +19,278 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,605 shares; 2025Q1: 9,707 shares; 2025Q2: 12,561 shares; 2025Q3: 12,561 shares; 2025Q4: 24,029 shares; 2026Q1: 28,563 shares 28,563 $2.25M 0.03% +4,534 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,748 shares 197,748 $2.22M 0.03% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,000 shares 26,000 $2.22M 0.03% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,272 shares; 2025Q1: 12,272 shares; 2025Q2: 10,010 shares; 2025Q3: 10,010 shares; 2025Q4: 10,010 shares; 2026Q1: 10,010 shares 10,010 $2.2M 0.03% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,656 shares; 2025Q1: 4,278 shares; 2025Q2: 2,598 shares; 2025Q3: 3,584 shares; 2025Q4: 15,664 shares; 2026Q1: 19,444 shares 19,444 $2.17M 0.03% +3,780 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,138 shares; 2025Q1: 16,910 shares; 2025Q2: 15,274 shares; 2025Q3: 25,459 shares; 2025Q4: 34,941 shares; 2026Q1: 27,913 shares 27,913 $2.16M 0.03% -7,028 Timeline YMM FULL TRUCK ALLIANCE CO LTD More: the full row for FULL TRUCK ALLIANCE CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,232 shares; 2025Q1: 294,422 shares; 2025Q2: 294,422 shares; 2025Q3: 138,062 shares; 2025Q4: 196,686 shares; 2026Q1: 296,646 shares 296,646 $2.16M 0.03% +99,960 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 2,496 shares; 2025Q4: 3,185 shares; 2026Q1: 3,751 shares 3,751 $2.15M 0.03% +566 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,837 shares; 2025Q4: 154,687 shares; 2026Q1: 45,880 shares 45,880 $2.14M 0.03% -108,807 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,256 shares; 2025Q1: 119,692 shares; 2025Q2: 119,692 shares; 2025Q3: 119,692 shares; 2025Q4: 135,986 shares; 2026Q1: 154,558 shares 154,558 $2.11M 0.03% +18,572 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,060 shares; 2026Q1: 46,556 shares 46,556 $2.11M 0.03% +15,496 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,617 shares; 2025Q1: 27,352 shares; 2025Q2: 27,352 shares; 2025Q3: 17,518 shares; 2025Q4: 17,518 shares; 2026Q1: 21,738 shares 21,738 $2.1M 0.03% +4,220 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,673 shares; 2025Q1: 16,033 shares; 2025Q2: 14,095 shares; 2025Q3: 11,354 shares; 2025Q4: 14,531 shares; 2026Q1: 14,372 shares 14,372 $2.09M 0.03% -159 Timeline BZ KANZHUN LIMITED More: the full row for KANZHUN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,322 shares; 2025Q1: 130,696 shares; 2025Q2: 184,046 shares; 2025Q3: 85,258 shares; 2025Q4: 104,186 shares; 2026Q1: 173,326 shares 173,326 $2.06M 0.03% +69,140 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 loaded; 2024Q4: 208,877 shares; 2025Q1: 19,054 shares; 2025Q2: 18,182 shares; 2025Q3: 16,241 shares; 2025Q4: 20,946 shares; 2026Q1: 11,982 shares 11,982 $2.06M 0.03% -8,964 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,248 shares; 2025Q4: 13,667 shares; 2026Q1: 17,803 shares 17,803 $2.04M 0.03% +4,136 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 3,500 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 7,648 shares; 2026Q1: 46,248 shares 46,248 $2.01M 0.03% +38,600 Timeline AAXJ 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 loaded; 2024Q4: 17,685 shares; 2025Q1: 12,364 shares; 2025Q2: 13,354 shares; 2025Q3: 13,950 shares; 2025Q4: 16,984 shares; 2026Q1: 21,332 shares 21,332 $1.98M 0.03% +4,348 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,158 shares; 2025Q1: 27,944 shares; 2025Q2: 25,942 shares; 2025Q3: 22,380 shares; 2025Q4: 14,862 shares; 2026Q1: 14,987 shares 14,987 $1.98M 0.03% +125 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,280 shares; 2026Q1: 22,683 shares 22,683 $1.97M 0.03% -4,597 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares; 2026Q1: 16,100 shares 16,100 $1.96M 0.03% 0 Timeline SPSB 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 loaded; 2024Q4: 11,130 shares; 2025Q1: 63,849 shares; 2025Q2: 63,849 shares; 2025Q3: 69,422 shares; 2025Q4: 69,422 shares; 2026Q1: 64,172 shares 64,172 $1.93M 0.03% -5,250 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,455 shares; 2025Q1: 1,277 shares; 2025Q2: 167 shares; 2025Q3: 1,251 shares; 2025Q4: 7,108 shares; 2026Q1: 13,140 shares 13,140 $1.92M 0.03% +6,032 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,558 shares; 2025Q1: 22,558 shares; 2025Q2: 22,558 shares; 2025Q3: 22,558 shares; 2025Q4: 22,558 shares; 2026Q1: 22,558 shares 22,558 $1.86M 0.03% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,639 shares; 2025Q1: 25,079 shares; 2025Q2: 25,079 shares; 2025Q3: 23,981 shares; 2025Q4: 18,648 shares; 2026Q1: 18,648 shares 18,648 $1.86M 0.03% 0 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: not loaded; 2024Q4: 42,815 shares; 2025Q1: 31,903 shares; 2025Q2: 34,486 shares; 2025Q3: 50,434 shares; 2025Q4: 54,740 shares; 2026Q1: 53,590 shares 53,590 $1.85M 0.03% -1,150 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,684 shares; 2026Q1: 9,948 shares 9,948 $1.85M 0.03% +3,264 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,979 shares 32,979 $1.85M 0.03% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 6,005 shares; 2025Q2: 2,380 shares; 2025Q3: 5,464 shares; 2025Q4: 21,266 shares; 2026Q1: 17,021 shares 17,021 $1.83M 0.03% -4,245 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: not loaded; 2024Q4: 750 shares; 2025Q1: 3,847 shares; 2025Q2: 3,097 shares; 2025Q3: 4,796 shares; 2025Q4: 3,097 shares; 2026Q1: 5,897 shares 5,897 $1.83M 0.03% +2,800 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: not loaded; 2024Q4: not reported; 2025Q1: 2,284 shares; 2025Q2: not reported; 2025Q3: 1,650 shares; 2025Q4: not reported; 2026Q1: 10,936 shares 10,936 $1.82M 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,864 shares; 2025Q1: 5,436 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 4,436 shares; 2026Q1: 3,977 shares 3,977 $1.77M 0.02% -459 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,802 shares; 2025Q1: 6,562 shares; 2025Q2: 6,562 shares; 2025Q3: 4,726 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares 3,675 $1.77M 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,170 shares; 2025Q1: 9,282 shares; 2025Q2: 6,682 shares; 2025Q3: 6,682 shares; 2025Q4: 7,949 shares; 2026Q1: 7,449 shares 7,449 $1.77M 0.02% -500 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: not loaded; 2024Q4: 12,572 shares; 2025Q1: 9,493 shares; 2025Q2: 8,306 shares; 2025Q3: 8,226 shares; 2025Q4: 10,511 shares; 2026Q1: 10,456 shares 10,456 $1.75M 0.02% -55 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: not loaded; 2024Q4: 16,732 shares; 2025Q1: 16,812 shares; 2025Q2: 9,101 shares; 2025Q3: 7,319 shares; 2025Q4: 14,129 shares; 2026Q1: 15,160 shares 15,160 $1.72M 0.02% +1,031 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 loaded; 2024Q4: 47,000 shares; 2025Q1: 47,000 shares; 2025Q2: 47,000 shares; 2025Q3: 47,000 shares; 2025Q4: 47,000 shares; 2026Q1: 47,000 shares 47,000 $1.72M 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,508 shares; 2025Q1: 4,508 shares; 2025Q2: 4,508 shares; 2025Q3: 6,237 shares; 2025Q4: 6,237 shares; 2026Q1: 6,237 shares 6,237 $1.68M 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,131 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,205 shares; 2026Q1: 16,205 shares 16,205 $1.65M 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 13,158 shares; 2026Q1: 12,684 shares 12,684 $1.63M 0.02% -474 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,895 shares; 2025Q1: 2,361 shares; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 96,604 shares; 2026Q1: 19,361 shares 19,361 $1.62M 0.02% -77,243 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,650 shares; 2025Q1: 184,390 shares; 2025Q2: 91,468 shares; 2025Q3: 91,468 shares; 2025Q4: 131,348 shares; 2026Q1: 190,612 shares 190,612 $1.61M 0.02% +59,264 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: not loaded; 2024Q4: 2,850 shares; 2025Q1: 7,004 shares; 2025Q2: 8,244 shares; 2025Q3: 10,772 shares; 2025Q4: 11,179 shares; 2026Q1: 9,468 shares 9,468 $1.61M 0.02% -1,711 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,678 shares; 2025Q1: 26,678 shares; 2025Q2: 30,771 shares; 2025Q3: 28,729 shares; 2025Q4: 24,609 shares; 2026Q1: 26,850 shares 26,850 $1.58M 0.02% +2,241 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,698 shares; 2025Q1: 98,268 shares; 2025Q2: 14,511 shares; 2025Q3: 24,647 shares; 2025Q4: 33,083 shares; 2026Q1: 24,171 shares 24,171 $1.54M 0.02% -8,912 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,903 shares; 2025Q1: 16,903 shares; 2025Q2: 20,538 shares; 2025Q3: 24,113 shares; 2025Q4: 24,352 shares; 2026Q1: 38,442 shares 38,442 $1.53M 0.02% +14,090 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: not loaded; 2024Q4: 6,982 shares; 2025Q1: 6,736 shares; 2025Q2: 6,736 shares; 2025Q3: 6,736 shares; 2025Q4: 4,592 shares; 2026Q1: 4,592 shares 4,592 $1.5M 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,146 shares; 2025Q1: 12,146 shares; 2025Q2: 24,292 shares; 2025Q3: 24,292 shares; 2025Q4: 468,327 shares; 2026Q1: 36,600 shares 36,600 $1.5M 0.02% -431,727 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,582 shares; 2025Q3: 2,885 shares; 2025Q4: 3,120 shares; 2026Q1: 3,256 shares 3,256 $1.49M 0.02% +136 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,518 shares; 2025Q3: 27,389 shares; 2025Q4: 25,276 shares; 2026Q1: 27,647 shares 27,647 $1.46M 0.02% +2,371 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,307 shares 31,307 $1.46M 0.02% new Timeline BANK OF AMER CORP 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: not loaded; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415 $1.45M 0.02% 0 TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,568 shares; 2025Q1: 6,138 shares; 2025Q2: 6,402 shares; 2025Q3: 8,636 shares; 2025Q4: 23,560 shares; 2026Q1: 32,096 shares 32,096 $1.39M 0.02% +8,536 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,881 shares; 2025Q1: 15,563 shares; 2025Q2: 17,850 shares; 2025Q3: 19,932 shares; 2025Q4: 19,878 shares; 2026Q1: 20,230 shares 20,230 $1.36M 0.02% +352 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,362 shares; 2025Q1: 17,167 shares; 2025Q2: 14,254 shares; 2025Q3: 5,359 shares; 2025Q4: 37,570 shares; 2026Q1: 37,560 shares 37,560 $1.35M 0.02% -10 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,037 shares; 2025Q1: 98,800 shares; 2025Q2: 100,165 shares; 2025Q3: 61,569 shares; 2025Q4: 56,291 shares; 2026Q1: 55,461 shares 55,461 $1.32M 0.02% -830 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: not reported; 2025Q2: 37,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,322 shares 20,322 $1.32M 0.02% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,378 shares; 2025Q1: 11,078 shares; 2025Q2: 13,416 shares; 2025Q3: 13,416 shares; 2025Q4: 28,678 shares; 2026Q1: 28,064 shares 28,064 $1.31M 0.02% -614 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,724 shares; 2025Q1: 21,696 shares; 2025Q2: 37,222 shares; 2025Q3: 16,967 shares; 2025Q4: 15,260 shares; 2026Q1: 15,332 shares 15,332 $1.31M 0.02% +72 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,535 shares; 2025Q4: 18,064 shares; 2026Q1: 20,576 shares 20,576 $1.3M 0.02% +2,512 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,753 shares; 2025Q3: 28,863 shares; 2025Q4: 33,205 shares; 2026Q1: 34,649 shares 34,649 $1.24M 0.02% +1,444 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,744 shares; 2026Q1: 7,647 shares 7,647 $1.24M 0.02% -1,097 Timeline INDA 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 loaded; 2024Q4: 67,873 shares; 2025Q1: 64,712 shares; 2025Q2: 26,605 shares; 2025Q3: 81,814 shares; 2025Q4: 89,810 shares; 2026Q1: 101,056 shares 101,056 $1.23M 0.02% +11,246 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,760 shares; 2025Q3: 8,602 shares; 2025Q4: 9,269 shares; 2026Q1: 9,671 shares 9,671 $1.23M 0.02% +402 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 7,546 shares 7,546 $1.21M 0.02% +7,046 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: not loaded; 2024Q4: 1,900 shares; 2025Q1: 4,400 shares; 2025Q2: 7,227 shares; 2025Q3: 8,135 shares; 2025Q4: 9,133 shares; 2026Q1: 10,085 shares 10,085 $1.2M 0.02% +952 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,347 shares; 2025Q1: 73,300 shares; 2025Q2: 62,791 shares; 2025Q3: 63,837 shares; 2025Q4: 8,450 shares; 2026Q1: 2,958 shares 2,958 $1.2M 0.02% -5,492 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,590 shares; 2025Q1: 58,416 shares; 2025Q2: 56,642 shares; 2025Q3: 50,049 shares; 2025Q4: 50,900 shares; 2026Q1: 43,887 shares 43,887 $1.19M 0.02% -7,013 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,900 shares; 2025Q4: 48,622 shares; 2026Q1: 10,328 shares 10,328 $1.17M 0.02% -38,294 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,532 shares; 2025Q1: 8,546 shares; 2025Q2: 8,167 shares; 2025Q3: 8,167 shares; 2025Q4: 7,924 shares; 2026Q1: 7,737 shares 7,737 $1.13M 0.02% -187 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares; 2026Q1: 3,578 shares 3,578 $1.12M 0.02% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,978 shares; 2025Q1: 20,975 shares; 2025Q2: 19,885 shares; 2025Q3: 19,885 shares; 2025Q4: 20,223 shares; 2026Q1: 18,772 shares 18,772 $1.11M 0.02% -1,451 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: not loaded; 2024Q4: 4,666 shares; 2025Q1: 4,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,000 shares; 2025Q4: 3,111 shares; 2026Q1: 3,111 shares 3,111 $1.08M 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,850 shares; 2025Q4: 4,304 shares; 2026Q1: 4,237 shares 4,237 $1.07M 0.01% -67 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,733 shares; 2025Q3: 4,222 shares; 2025Q4: 4,674 shares; 2026Q1: 4,875 shares 4,875 $1.07M 0.01% +201 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,298 shares; 2025Q1: 21,250 shares; 2025Q2: 20,115 shares; 2025Q3: 20,115 shares; 2025Q4: 20,457 shares; 2026Q1: 17,470 shares 17,470 $1.04M 0.01% -2,987 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,225 shares; 2025Q1: 9,058 shares; 2025Q2: 9,058 shares; 2025Q3: 9,058 shares; 2025Q4: 15,200 shares; 2026Q1: 16,700 shares 16,700 $1.03M 0.01% +1,500 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 7,851 shares; 2025Q3: 7,851 shares; 2025Q4: 6,167 shares; 2026Q1: 6,502 shares 6,502 $1.01M 0.01% +335 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 10,457 shares; 2026Q1: 10,457 shares 10,457 $996K 0.01% 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: not loaded; 2024Q4: 2,776 shares; 2025Q1: 1,603 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 4,129 shares; 2026Q1: 4,129 shares 4,129 $993K 0.01% 0 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: not loaded; 2024Q4: 22,077 shares; 2025Q1: 6,885 shares; 2025Q2: 2,384 shares; 2025Q3: 6,645 shares; 2025Q4: 12,026 shares; 2026Q1: 9,386 shares 9,386 $981K 0.01% -2,640 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 877 shares; 2025Q4: 970 shares; 2026Q1: 1,013 shares 1,013 $942K 0.01% +43 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 loaded; 2024Q4: 130,134 shares; 2025Q1: 56,221 shares; 2025Q2: 20,780 shares; 2025Q3: 20,780 shares; 2025Q4: 21,217 shares; 2026Q1: 21,905 shares 21,905 $940K 0.01% +688 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,239 shares; 2025Q1: 15,384 shares; 2025Q2: 6,470 shares; 2025Q3: 8,370 shares; 2025Q4: 14,141 shares; 2026Q1: 10,846 shares 10,846 $928K 0.01% -3,295 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: not loaded; 2024Q4: not reported; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,381 shares 1,381 $923K 0.01% +267 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,579 shares; 2026Q1: 4,005 shares 4,005 $901K 0.01% -95,574 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,064 shares; 2025Q1: 43,023 shares; 2025Q2: 28,624 shares; 2025Q3: 28,624 shares; 2025Q4: 156,784 shares; 2026Q1: 14,554 shares 14,554 $899K 0.01% -142,230 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 866 shares; 2025Q1: 2,767 shares; 2025Q2: 2,713 shares; 2025Q3: 8,083 shares; 2025Q4: 8,473 shares; 2026Q1: 552 shares 552 $884K 0.01% -7,921 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,935 shares; 2025Q3: 12,287 shares; 2025Q4: 12,932 shares; 2026Q1: 13,494 shares 13,494 $872K 0.01% +562 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,061 shares; 2025Q1: 9,486 shares; 2025Q2: 9,114 shares; 2025Q3: 8,548 shares; 2025Q4: 8,694 shares; 2026Q1: 7,581 shares 7,581 $861K 0.01% -1,113 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 97,805 shares; 2025Q1: 97,805 shares; 2025Q2: 102,777 shares; 2025Q3: 102,777 shares; 2025Q4: 112,977 shares; 2026Q1: 46,925 shares 46,925 $822K 0.01% -66,052 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 2,069 shares 2,069 $811K 0.01% +664 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,746 shares; 2025Q1: 4,504 shares; 2025Q2: 1,610 shares; 2025Q3: 2,269 shares; 2025Q4: 2,381 shares; 2026Q1: 2,581 shares 2,581 $806K 0.01% +200 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,506 shares; 2025Q1: 5,698 shares; 2025Q2: 2,506 shares; 2025Q3: 2,817 shares; 2025Q4: 5,175 shares; 2026Q1: 5,774 shares 5,774 $803K 0.01% +599 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,124 shares 40,124 $794K 0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,183 shares; 2026Q1: 2,663 shares 2,663 $791K 0.01% +480 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $772K 0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,416 shares; 2025Q1: 2,751 shares; 2025Q2: 1,318 shares; 2025Q3: 1,880 shares; 2025Q4: 4,002 shares; 2026Q1: 3,868 shares 3,868 $769K 0.01% -134 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 loaded; 2024Q4: 10,284 shares; 2025Q1: 3,869 shares; 2025Q2: 1,437 shares; 2025Q3: 1,571 shares; 2025Q4: 3,532 shares; 2026Q1: 4,925 shares 4,925 $763K 0.01% +1,393 Timeline IXC 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 loaded; 2024Q4: 17,664 shares; 2025Q1: 13,497 shares; 2025Q2: 13,497 shares; 2025Q3: 13,497 shares; 2025Q4: 13,497 shares; 2026Q1: 13,497 shares 13,497 $761K 0.01% 0 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: not loaded; 2024Q4: 49,090 shares; 2025Q1: 23,160 shares; 2025Q2: 7,253 shares; 2025Q3: 7,180 shares; 2025Q4: 16,519 shares; 2026Q1: 16,799 shares 16,799 $754K 0.01% +280 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: not loaded; 2024Q4: 15,532 shares; 2025Q1: 14,250 shares; 2025Q2: 15,321 shares; 2025Q3: 6,774 shares; 2025Q4: 6,980 shares; 2026Q1: 6,834 shares 6,834 $740K 0.01% -146 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,891 shares 3,891 $737K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,615 shares; 2025Q1: 4,350 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 10,460 shares; 2026Q1: 10,460 shares 10,460 $713K 0.01% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,956 shares; 2025Q1: 19,012 shares; 2025Q2: 6,680 shares; 2025Q3: 9,787 shares; 2025Q4: 16,532 shares; 2026Q1: 14,814 shares 14,814 $713K 0.01% -1,718 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $713K 0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136,813 shares; 2025Q1: 34,813 shares; 2025Q2: 34,813 shares; 2025Q3: 34,813 shares; 2025Q4: 44,068 shares; 2026Q1: 33,757 shares 33,757 $702K 0.01% -10,311 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 132,193 shares; 2025Q1: 55,113 shares; 2025Q2: 25,872 shares; 2025Q3: 47,432 shares; 2025Q4: 137,682 shares; 2026Q1: 63,799 shares 63,799 $688K 0.01% -73,883 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,080 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 14,245 shares; 2026Q1: 1,870 shares 1,870 $663K 0.01% -12,375 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 3,325 shares; 2026Q1: 4,408 shares 4,408 $658K 0.01% +1,083 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: not loaded; 2024Q4: 13,470 shares; 2025Q1: 4,273 shares; 2025Q2: 2,044 shares; 2025Q3: 3,556 shares; 2025Q4: 7,552 shares; 2026Q1: 6,110 shares 6,110 $644K 0.01% -1,442 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,389 shares 5,389 $637K 0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,760 shares 5,760 $635K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,649 shares; 2025Q1: 6,180 shares; 2025Q2: 2,657 shares; 2025Q3: 3,752 shares; 2025Q4: 5,140 shares; 2026Q1: 2,272 shares 2,272 $634K 0.01% -2,868 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,802 shares; 2025Q1: 4,121 shares; 2025Q2: 3,926 shares; 2025Q3: 5,537 shares; 2025Q4: 9,356 shares; 2026Q1: 8,819 shares 8,819 $627K 0.01% -537 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: not loaded; 2024Q4: 71,995 shares; 2025Q1: 17,928 shares; 2025Q2: 17,928 shares; 2025Q3: 17,928 shares; 2025Q4: 12,858 shares; 2026Q1: 12,858 shares 12,858 $620K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 1,650 shares; 2025Q3: 1,862 shares; 2025Q4: 4,105 shares; 2026Q1: 4,741 shares 4,741 $604K 0.01% +636 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,848 shares; 2025Q1: 2,974 shares; 2025Q2: 836 shares; 2025Q3: 1,179 shares; 2025Q4: 1,873 shares; 2026Q1: 1,139 shares 1,139 $596K 0.01% -734 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 556 shares 556 $588K 0.01% -1,620 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 loaded; 2024Q4: 1,309 shares; 2025Q1: 563 shares; 2025Q2: 282 shares; 2025Q3: 332 shares; 2025Q4: 421 shares; 2026Q1: 486 shares 486 $586K 0.01% +65 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,019 shares; 2025Q1: 10,975 shares; 2025Q2: 11,373 shares; 2025Q3: 8,536 shares; 2025Q4: 8,438 shares; 2026Q1: 8,477 shares 8,477 $541K 0.01% +39 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,390 shares 1,390 $533K 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,198 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 170 shares; 2026Q1: 11,502 shares 11,502 $527K 0.01% +11,332 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,548 shares 5,548 $524K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,144 shares; 2026Q1: 11,968 shares 11,968 $522K 0.01% +6,824 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 loaded; 2024Q4: not reported; 2025Q1: 23,084 shares; 2025Q2: 4,444 shares; 2025Q3: 15,162 shares; 2025Q4: 3,906 shares; 2026Q1: 6,023 shares 6,023 $518K 0.01% +2,117 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,744 shares; 2025Q1: 5,190 shares; 2025Q2: 3,716 shares; 2025Q3: 5,464 shares; 2025Q4: 11,072 shares; 2026Q1: 4,401 shares 4,401 $517K 0.01% -6,671 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154,807 shares; 2025Q1: 83,757 shares; 2025Q2: 191,944 shares; 2025Q3: 10,500 shares; 2025Q4: 6,930 shares; 2026Q1: 5,425 shares 5,425 $515K 0.01% -1,505 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: not loaded; 2024Q4: 13,466 shares; 2025Q1: 24,281 shares; 2025Q2: 11,966 shares; 2025Q3: 21,772 shares; 2025Q4: 26,643 shares; 2026Q1: 16,103 shares 16,103 $512K 0.01% -10,540 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 1,394 shares; 2025Q4: 1,397 shares; 2026Q1: 1,457 shares 1,457 $501K 0.01% +60 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,450 shares; 2025Q1: 9,615 shares; 2025Q2: 9,615 shares; 2025Q3: 9,615 shares; 2025Q4: 9,615 shares; 2026Q1: 9,615 shares 9,615 $498K 0.01% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,726 shares; 2025Q4: 27,024 shares; 2026Q1: 27,024 shares 27,024 $487K 0.01% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,750 shares; 2025Q1: 13,120 shares; 2025Q2: 13,120 shares; 2025Q3: 13,120 shares; 2025Q4: 17,850 shares; 2026Q1: 17,850 shares 17,850 $484K 0.01% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,616 shares; 2025Q4: 29,271 shares; 2026Q1: 29,271 shares 29,271 $472K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,842 shares; 2025Q1: 34,576 shares; 2025Q2: 31,028 shares; 2025Q3: 28,240 shares; 2025Q4: 28,590 shares; 2026Q1: 14,930 shares 14,930 $472K 0.01% -13,660 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,800 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,515 shares; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares 3,345 $458K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,490 shares; 2025Q4: 36,490 shares; 2026Q1: 36,490 shares 36,490 $446K 0.01% 0 Timeline IYR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,756 shares 4,756 $443K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,386 shares; 2026Q1: 5,930 shares 5,930 $423K 0.01% -7,456 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,775 shares; 2025Q1: 17,005 shares; 2025Q2: 13,590 shares; 2025Q3: 13,875 shares; 2025Q4: 19,488 shares; 2026Q1: 12,283 shares 12,283 $420K 0.01% -7,205 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,034 shares; 2025Q1: 3,596 shares; 2025Q2: 6,766 shares; 2025Q3: 9,156 shares; 2025Q4: 9,486 shares; 2026Q1: 9,486 shares 9,486 $419K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,681 shares; 2025Q4: 5,681 shares; 2026Q1: 5,681 shares 5,681 $412K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,540 shares; 2026Q1: 3,750 shares 3,750 $406K 0.01% -128,790 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,691 shares; 2025Q1: 6,719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,248 shares 1,248 $380K 0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,690 shares; 2025Q4: 7,690 shares; 2026Q1: 7,690 shares 7,690 $356K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,641 shares 5,641 $347K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 637,938 shares; 2026Q1: 20,756 shares 20,756 $342K <0.01% -617,182 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,129 shares; 2025Q1: 8,663 shares; 2025Q2: 3,048 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares 1,814 $338K <0.01% 0 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,123 shares; 2025Q1: 31,536 shares; 2025Q2: 32,679 shares; 2025Q3: 40,828 shares; 2025Q4: 50,364 shares; 2026Q1: 50,364 shares 50,364 $327K <0.01% 0 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: not loaded; 2024Q4: 5,477 shares; 2025Q1: 4,137 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,200 shares; 2026Q1: 2,847 shares 2,847 $323K <0.01% +1,647 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $303K <0.01% 0 Timeline IXN 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 loaded; 2024Q4: 2,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,124 shares; 2026Q1: 4,124 shares 4,124 $299K <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: 5,332 shares; 2025Q2: 11,194 shares; 2025Q3: 10,817 shares; 2025Q4: 13,652 shares; 2026Q1: 11,572 shares 11,572 $297K <0.01% -2,080 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 1,381 shares; 2026Q1: 835 shares 835 $295K <0.01% -546 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares; 2025Q4: 5,347 shares; 2026Q1: 5,347 shares 5,347 $288K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,505 shares; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 654 shares 654 $274K <0.01% +115 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,723 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 36,016 shares; 2025Q4: 40,652 shares; 2026Q1: 11,116 shares 11,116 $268K <0.01% -29,536 Timeline ILF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,050 shares 8,050 $261K <0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,000 shares; 2025Q1: 12,000 shares; 2025Q2: 8,000 shares; 2025Q3: 32,184 shares; 2025Q4: 37,184 shares; 2026Q1: 10,295 shares 10,295 $259K <0.01% -26,889 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: not loaded; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 4,814 shares; 2026Q1: 3,528 shares 3,528 $247K <0.01% -1,286 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,444 shares 6,444 $246K <0.01% new Timeline IYG 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 loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $242K <0.01% 0 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 7,979 shares; 2025Q3: 10,002 shares; 2025Q4: 15,033 shares; 2026Q1: 17,213 shares 17,213 $226K <0.01% +2,180 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 loaded; 2024Q4: 19,582 shares; 2025Q1: 2,430 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,898 shares 2,898 $223K <0.01% +748 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,675 shares; 2026Q1: 3,385 shares 3,385 $218K <0.01% -3,290 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares; 2026Q1: 3,770 shares 3,770 $216K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,651 shares; 2026Q1: 4,306 shares 4,306 $215K <0.01% -1,345 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $208K <0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 2,410 shares; 2026Q1: 2,095 shares 2,095 $201K <0.01% -315 Timeline VAW 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: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $192K <0.01% 0 Timeline IXJ 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 loaded; 2024Q4: 4,451 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 2,188 shares; 2026Q1: 2,188 shares 2,188 $189K <0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $189K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,938 shares; 2025Q1: 8,887 shares; 2025Q2: 2,187 shares; 2025Q3: 2,052 shares; 2025Q4: 2,052 shares; 2026Q1: 2,052 shares 2,052 $184K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,485 shares; 2025Q1: 2,200 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $181K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,697 shares 1,697 $180K <0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,660 shares; 2026Q1: 22,660 shares 22,660 $178K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,176 shares; 2025Q1: 39,176 shares; 2025Q2: 41,168 shares; 2025Q3: 41,168 shares; 2025Q4: 31,996 shares; 2026Q1: 7,421 shares 7,421 $177K <0.01% -24,575 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,136 shares; 2025Q3: 1,399 shares; 2025Q4: 2,363 shares; 2026Q1: 2,142 shares 2,142 $172K <0.01% -221 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,000 shares 60,000 $168K <0.01% new Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,880 shares 3,880 $159K <0.01% new Timeline MCHI 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 loaded; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,579 shares; 2026Q1: 3,579 shares 3,579 $154K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,530 shares; 2025Q1: 15,530 shares; 2025Q2: 16,319 shares; 2025Q3: 16,319 shares; 2025Q4: 12,683 shares; 2026Q1: 2,942 shares 2,942 $152K <0.01% -9,741 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: not loaded; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $149K <0.01% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,500 shares; 2025Q4: 22,000 shares; 2026Q1: 25,000 shares 25,000 $148K <0.01% +3,000 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $145K <0.01% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,261 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares; 2026Q1: 3,527 shares 3,527 $144K <0.01% -734 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: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $140K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $139K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 578 shares; 2025Q1: 510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 140 shares 140 $139K <0.01% -160 Timeline AIA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $138K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares 2,490 $135K <0.01% 0 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: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $134K <0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 3,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $133K <0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,547 shares; 2025Q1: 64,547 shares; 2025Q2: 67,828 shares; 2025Q3: 67,828 shares; 2025Q4: 52,715 shares; 2026Q1: 12,226 shares 12,226 $133K <0.01% -40,489 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,738 shares; 2026Q1: 2,953 shares 2,953 $127K <0.01% -187,785 Timeline HEWJ 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 loaded; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $124K <0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,289 shares; 2025Q1: 85,289 shares; 2025Q2: not reported; 2025Q3: 89,625 shares; 2025Q4: 50,704 shares; 2026Q1: 11,759 shares 11,759 $120K <0.01% -38,945 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 loaded; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares 3,060 $103K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares 1,745 $102K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,697 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,947 shares; 2025Q4: 12,461 shares; 2026Q1: 500 shares 500 $93.3K <0.01% -11,961 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,050 shares; 2025Q1: 34,050 shares; 2025Q2: 35,781 shares; 2025Q3: 35,781 shares; 2025Q4: 27,808 shares; 2026Q1: 6,449 shares 6,449 $91.6K <0.01% -21,359 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,133 shares 1,133 $90.5K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $89.2K <0.01% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,192 shares; 2025Q1: 11,192 shares; 2025Q2: 11,760 shares; 2025Q3: 33,139 shares; 2025Q4: 25,755 shares; 2026Q1: 5,973 shares 5,973 $85.8K <0.01% -19,782 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $84K <0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,891 shares; 2025Q1: 39,891 shares; 2025Q2: 41,919 shares; 2025Q3: 34,204 shares; 2025Q4: 26,584 shares; 2026Q1: 6,165 shares 6,165 $78K <0.01% -20,419 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: not loaded; 2024Q4: 6,005 shares; 2025Q1: 3,956 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 270 shares; 2026Q1: 500 shares 500 $77.8K <0.01% +230 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 771 shares 771 $77.4K <0.01% -95 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,600 shares; 2025Q3: 48,080 shares; 2025Q4: 49,376 shares; 2026Q1: 845 shares 845 $76.3K <0.01% -48,531 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 loaded; 2024Q4: 355,959 shares; 2025Q1: 13,431 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares 761 $73.5K <0.01% 0 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 loaded; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $68.4K <0.01% 0 Timeline XME 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $67.2K <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,228 shares; 2025Q4: 7,925 shares; 2026Q1: 395 shares 395 $66.9K <0.01% -7,530 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares 676 $66.6K <0.01% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,384 shares; 2025Q1: 18,384 shares; 2025Q2: 19,319 shares; 2025Q3: 19,319 shares; 2025Q4: 15,014 shares; 2026Q1: 3,482 shares 3,482 $62.4K <0.01% -11,532 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 556,462 shares; 2025Q1: 191,599 shares; 2025Q2: 202,474 shares; 2025Q3: 356,986 shares; 2025Q4: 5,190 shares; 2026Q1: 2,528 shares 2,528 $62.1K <0.01% -2,662 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,706 shares; 2025Q1: 10,706 shares; 2025Q2: 10,706 shares; 2025Q3: 13,706 shares; 2025Q4: 16,000 shares; 2026Q1: 5,000 shares 5,000 $60.4K <0.01% -11,000 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,847 shares; 2025Q1: 18,847 shares; 2025Q2: 19,806 shares; 2025Q3: 19,806 shares; 2025Q4: 15,393 shares; 2026Q1: 3,570 shares 3,570 $50.7K <0.01% -11,823 Timeline FXI 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 loaded; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $50.4K <0.01% 0 Timeline IHE 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 loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $48.5K <0.01% 0 Timeline ARTY 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 loaded; 2024Q4: not reported; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares 1,243 $47.9K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $47.4K <0.01% 0 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: not loaded; 2024Q4: 55,396 shares; 2025Q1: 52,452 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: not reported; 2026Q1: 210 shares 210 $41.7K <0.01% new Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $40.6K <0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,419 shares; 2025Q1: 27,419 shares; 2025Q2: 28,812 shares; 2025Q3: 28,812 shares; 2025Q4: 22,392 shares; 2026Q1: 5,193 shares 5,193 $39.6K <0.01% -17,199 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $39.5K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $37.1K <0.01% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $36.8K <0.01% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,655 shares; 2025Q1: 13,655 shares; 2025Q2: 14,349 shares; 2025Q3: 9,349 shares; 2025Q4: 7,265 shares; 2026Q1: 1,685 shares 1,685 $36.2K <0.01% -5,580 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,365 shares 2,365 $36.1K <0.01% 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 loaded; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $33.9K <0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,194 shares; 2025Q1: 29,194 shares; 2025Q2: 30,678 shares; 2025Q3: 20,601 shares; 2025Q4: 16,011 shares; 2026Q1: 3,713 shares 3,713 $33.6K <0.01% -12,298 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: not loaded; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $32.7K <0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,050 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $29.8K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,608 shares; 2026Q1: 776 shares 776 $25.4K <0.01% -9,832 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: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22.6K <0.01% 0 Timeline DOG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $20K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares 378 $18.7K <0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $18.7K <0.01% 0 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: not loaded; 2024Q4: 8,676 shares; 2025Q1: 4,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $17.6K <0.01% 0 Timeline IGV 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 loaded; 2024Q4: 8,961 shares; 2025Q1: 4,251 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares; 2025Q4: 625 shares; 2026Q1: 160 shares 160 $12.4K <0.01% -465 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $11.9K <0.01% 0 Timeline VEON VEON LTD More: the full row for VEON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares 319 $11.4K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $9.46K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,004 shares; 2025Q1: 22,015 shares; 2025Q2: 6,497 shares; 2025Q3: 2,000 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $9.03K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $8.8K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $7.96K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $5.51K <0.01% 0 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 loaded; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $2.18K <0.01% 0 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $1.34K <0.01% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.15K <0.01% 0 Timeline AMWL AMERICAN WELL CORP More: the full row for AMERICAN WELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $259 <0.01% 0 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $122 <0.01% 0 Timeline ONCT ONCTERNAL THERAPEUTICS INC More: the full row for ONCTERNAL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $74 <0.01% 0 Timeline LEVGQ LION ELEC CO COM (CAN) More: the full row for LION ELEC CO COM (CAN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $53 <0.01% 0 Timeline CARM CARISMA THERAPEUTICS INC COM More: the full row for CARISMA THERAPEUTICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $22 <0.01% 0 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $18 <0.01% 0 Timeline TENX TENAX THERAPEUTICS INC More: the full row for TENAX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $11 <0.01% 0 Timeline DSS DSS INC More: the full row for DSS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $1 <0.01% 0 Timeline AUMN GOLDEN MINERALS CO COM NEW More: the full row for GOLDEN MINERALS CO COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1 <0.01% 0 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline TTOO T2 BIOSYSTEMS INC COM PAR $0.0 More: the full row for T2 BIOSYSTEMS INC COM PAR $0.0 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline