IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,312 shares; 2024Q4: 246,263 shares; 2025Q1: 2,014,548 shares; 2025Q2: 893,202 shares; 2025Q3: 1,265,266 shares; 2025Q4: 545,376 shares; 2026Q1: 1,223,339 shares 1,223,339 $111M 4.99% +677,963 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: 225,590 shares; 2024Q4: 248,751 shares; 2025Q1: 219,546 shares; 2025Q2: 59,051 shares; 2025Q3: 250,083 shares; 2025Q4: 256,931 shares; 2026Q1: 156,074 shares 156,074 $93.3M 4.2% -100,857 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: 307,933 shares; 2024Q4: 14,883 shares; 2025Q1: 1,302,134 shares; 2025Q2: 1,343,949 shares; 2025Q3: 2,412,345 shares; 2025Q4: 1,744,682 shares; 2026Q1: 1,223,763 shares 1,223,763 $85.4M 3.84% -520,919 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036,031 shares; 2024Q4: 695,222 shares; 2025Q1: 1,214,358 shares; 2025Q2: 414,772 shares; 2025Q3: 233,674 shares; 2025Q4: 1,297,346 shares; 2026Q1: 791,991 shares 791,991 $81M 3.65% -505,355 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: 194,502 shares; 2024Q4: 217,681 shares; 2025Q1: 213,465 shares; 2025Q2: 216,408 shares; 2025Q3: 217,560 shares; 2025Q4: 231,242 shares; 2026Q1: 234,986 shares 234,986 $59.6M 2.69% +3,744 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287,784 shares; 2024Q4: 1,511,807 shares; 2025Q1: 1,259,232 shares; 2025Q2: 1,320,878 shares; 2025Q3: 1,399,939 shares; 2025Q4: 1,485,543 shares; 2026Q1: 1,748,274 shares 1,748,274 $59.1M 2.66% +262,731 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: 221,024 shares; 2024Q4: 264,967 shares; 2025Q1: 297,049 shares; 2025Q2: 290,727 shares; 2025Q3: 287,681 shares; 2025Q4: 314,078 shares; 2026Q1: 324,807 shares 324,807 $56.6M 2.55% +10,729 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: 140,901 shares; 2024Q4: 148,140 shares; 2025Q1: 151,091 shares; 2025Q2: 183,512 shares; 2025Q3: 185,068 shares; 2025Q4: 190,117 shares; 2026Q1: 189,838 shares 189,838 $54.6M 2.46% -279 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: 1,724,784 shares; 2024Q4: 1,398,596 shares; 2025Q1: 30,084 shares; 2025Q2: 1,349,330 shares; 2025Q3: 26,932 shares; 2025Q4: 24,740 shares; 2026Q1: 1,316,148 shares 1,316,148 $48.5M 2.18% +1,291,408 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,289 shares; 2024Q4: 98,653 shares; 2025Q1: 110,010 shares; 2025Q2: 108,158 shares; 2025Q3: 107,873 shares; 2025Q4: 115,205 shares; 2026Q1: 121,750 shares 121,750 $45.1M 2.03% +6,545 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,400 shares; 2024Q4: 734,659 shares; 2025Q1: 712,294 shares; 2025Q2: 496,289 shares; 2025Q3: 482,012 shares; 2025Q4: 461,606 shares; 2026Q1: 427,634 shares 427,634 $42.8M 1.93% -33,972 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: 877 shares; 2024Q4: 212,454 shares; 2025Q1: 5,715 shares; 2025Q2: 668,447 shares; 2025Q3: 7,612 shares; 2025Q4: 6,888 shares; 2026Q1: 491,605 shares 491,605 $40.7M 1.83% +484,717 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: 359,241 shares; 2024Q4: 567,284 shares; 2025Q1: 15,128 shares; 2025Q2: 728,660 shares; 2025Q3: 14,286 shares; 2025Q4: 13,164 shares; 2026Q1: 431,469 shares 431,469 $40.5M 1.83% +418,305 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: 11,426 shares; 2024Q4: 12,344 shares; 2025Q1: 10,883 shares; 2025Q2: 102,692 shares; 2025Q3: 109,615 shares; 2025Q4: 119,364 shares; 2026Q1: 140,346 shares 140,346 $34.8M 1.57% +20,982 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: 121,349 shares; 2024Q4: 136,658 shares; 2025Q1: 125,708 shares; 2025Q2: 119,055 shares; 2025Q3: 115,084 shares; 2025Q4: 116,871 shares; 2026Q1: 112,130 shares 112,130 $34.7M 1.56% -4,741 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739,531 shares; 2024Q4: 767,890 shares; 2025Q1: 818,109 shares; 2025Q2: 756,569 shares; 2025Q3: 1,033,760 shares; 2025Q4: 1,024,941 shares; 2026Q1: 1,267,444 shares 1,267,444 $34.4M 1.55% +242,503 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,684 shares; 2024Q4: 155,556 shares; 2025Q1: 157,843 shares; 2025Q2: 146,039 shares; 2025Q3: 268,228 shares; 2025Q4: 274,313 shares; 2026Q1: 307,061 shares 307,061 $33.9M 1.53% +32,748 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,524 shares; 2024Q4: 253,172 shares; 2025Q1: 349,578 shares; 2025Q2: 10,533 shares; 2025Q3: 290,158 shares; 2025Q4: 289,434 shares; 2026Q1: 74,592 shares 74,592 $32.6M 1.47% -214,842 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,658 shares; 2024Q4: 516,287 shares; 2025Q1: 499,174 shares; 2025Q2: 607,931 shares; 2025Q3: 632,277 shares; 2025Q4: 647,119 shares; 2026Q1: 690,861 shares 690,861 $32.4M 1.46% +43,742 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: 222,635 shares; 2024Q4: 251,436 shares; 2025Q1: 228,283 shares; 2025Q2: 228,984 shares; 2025Q3: 229,691 shares; 2025Q4: 231,302 shares; 2026Q1: 229,714 shares 229,714 $28.5M 1.29% -1,588 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: 126,546 shares; 2024Q4: 124,519 shares; 2025Q1: 161,149 shares; 2025Q2: 160,546 shares; 2025Q3: 164,423 shares; 2025Q4: 162,665 shares; 2026Q1: 195,792 shares 195,792 $25.8M 1.16% +33,127 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: 66,993 shares; 2024Q4: 69,610 shares; 2025Q1: 65,042 shares; 2025Q2: 65,666 shares; 2025Q3: 66,709 shares; 2025Q4: 67,166 shares; 2026Q1: 77,437 shares 77,437 $23.4M 1.05% +10,271 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: 9,115 shares; 2024Q4: 17,934 shares; 2025Q1: 68,332 shares; 2025Q2: 67,656 shares; 2025Q3: 69,174 shares; 2025Q4: 70,316 shares; 2026Q1: 78,936 shares 78,936 $23.2M 1.05% +8,620 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,009 shares; 2024Q4: 877,931 shares; 2025Q1: 968,945 shares; 2025Q2: 784,717 shares; 2025Q3: 761,962 shares; 2025Q4: 777,579 shares; 2026Q1: 770,867 shares 770,867 $22.3M 1.01% -6,712 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: 77,864 shares; 2024Q4: 78,756 shares; 2025Q1: 89,376 shares; 2025Q2: 89,765 shares; 2025Q3: 89,393 shares; 2025Q4: 90,308 shares; 2026Q1: 98,919 shares 98,919 $21.5M 0.97% +8,611 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,715 shares; 2024Q4: 17,816 shares; 2025Q1: 21,283 shares; 2025Q2: 22,571 shares; 2025Q3: 23,078 shares; 2025Q4: 23,408 shares; 2026Q1: 23,016 shares 23,016 $21.2M 0.95% -392 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: 75,009 shares; 2024Q4: 75,816 shares; 2025Q1: 93,605 shares; 2025Q2: 90,082 shares; 2025Q3: 92,037 shares; 2025Q4: 91,025 shares; 2026Q1: 108,426 shares 108,426 $21M 0.95% +17,401 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: 111,458 shares; 2024Q4: 116,954 shares; 2025Q1: 159,711 shares; 2025Q2: 155,940 shares; 2025Q3: 149,551 shares; 2025Q4: 139,005 shares; 2026Q1: 61,271 shares 61,271 $20.7M 0.93% -77,734 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: 17,570 shares; 2024Q4: 18,032 shares; 2025Q1: 21,718 shares; 2025Q2: 21,185 shares; 2025Q3: 20,680 shares; 2025Q4: 20,429 shares; 2026Q1: 14,028 shares 14,028 $20.7M 0.93% -6,401 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: 111,504 shares; 2024Q4: 120,387 shares; 2025Q1: 125,830 shares; 2025Q2: 123,115 shares; 2025Q3: 124,413 shares; 2025Q4: 124,643 shares; 2026Q1: 127,354 shares 127,354 $20.3M 0.92% +2,711 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,749 shares; 2024Q4: 176,969 shares; 2025Q1: 210,227 shares; 2025Q2: 174,798 shares; 2025Q3: 178,307 shares; 2025Q4: 180,647 shares; 2026Q1: 203,642 shares 203,642 $19.8M 0.89% +22,995 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: 63,147 shares; 2024Q4: 69,199 shares; 2025Q1: 76,864 shares; 2025Q2: 83,211 shares; 2025Q3: 85,305 shares; 2025Q4: 93,766 shares; 2026Q1: 90,819 shares 90,819 $18.9M 0.85% -2,947 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: 2,225 shares; 2024Q4: 3,537 shares; 2025Q1: 111,145 shares; 2025Q2: 101,121 shares; 2025Q3: 102,851 shares; 2025Q4: 103,202 shares; 2026Q1: 97,825 shares 97,825 $18.9M 0.85% -5,377 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,699 shares; 2024Q4: 89,673 shares; 2025Q1: 89,672 shares; 2025Q2: 89,600 shares; 2025Q3: 89,463 shares; 2025Q4: 89,474 shares; 2026Q1: 88,610 shares 88,610 $18.7M 0.84% -864 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: 84,840 shares; 2024Q4: 82,629 shares; 2025Q1: 102,704 shares; 2025Q2: 105,638 shares; 2025Q3: 110,232 shares; 2025Q4: 111,636 shares; 2026Q1: 143,829 shares 143,829 $18.5M 0.83% +32,193 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: 40,624 shares; 2024Q4: 43,857 shares; 2025Q1: 45,363 shares; 2025Q2: 45,200 shares; 2025Q3: 46,064 shares; 2025Q4: 45,333 shares; 2026Q1: 55,975 shares 55,975 $18.4M 0.83% +10,642 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,139 shares; 2024Q4: 63,128 shares; 2025Q1: 65,561 shares; 2025Q2: 63,346 shares; 2025Q3: 66,425 shares; 2025Q4: 67,040 shares; 2026Q1: 92,656 shares 92,656 $18.4M 0.83% +25,616 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: 18,312 shares; 2024Q4: 20,539 shares; 2025Q1: 22,831 shares; 2025Q2: 22,641 shares; 2025Q3: 21,870 shares; 2025Q4: 22,162 shares; 2026Q1: 24,387 shares 24,387 $17.8M 0.8% +2,225 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: 53,552 shares; 2024Q4: 56,227 shares; 2025Q1: 63,355 shares; 2025Q2: 58,430 shares; 2025Q3: 66,304 shares; 2025Q4: 135,348 shares; 2026Q1: 133,598 shares 133,598 $17.8M 0.8% -1,750 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: 52,575 shares; 2024Q4: 56,284 shares; 2025Q1: 104,218 shares; 2025Q2: 104,511 shares; 2025Q3: 102,524 shares; 2025Q4: 101,419 shares; 2026Q1: 103,964 shares 103,964 $17.6M 0.79% +2,545 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: 828,874 shares; 2024Q4: 958,817 shares; 2025Q1: 25,728 shares; 2025Q2: 137,034 shares; 2025Q3: 23,229 shares; 2025Q4: 20,503 shares; 2026Q1: 139,095 shares 139,095 $17.3M 0.78% +118,592 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: 43,844 shares; 2024Q4: 46,132 shares; 2025Q1: 42,220 shares; 2025Q2: 44,975 shares; 2025Q3: 45,912 shares; 2025Q4: 47,351 shares; 2026Q1: 29,963 shares 29,963 $17.1M 0.77% -17,388 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,601 shares; 2024Q4: 173,328 shares; 2025Q1: 180,983 shares; 2025Q2: 178,622 shares; 2025Q3: 179,390 shares; 2025Q4: 178,881 shares; 2026Q1: 151,980 shares 151,980 $16.8M 0.76% -26,901 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,258 shares; 2024Q4: 297,756 shares; 2025Q1: 6,154 shares; 2025Q2: 557,492 shares; 2025Q3: 7,015 shares; 2025Q4: 6,342 shares; 2026Q1: 281,405 shares 281,405 $16.5M 0.74% +275,063 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,572 shares; 2024Q4: 128,841 shares; 2025Q1: 3,866 shares; 2025Q2: 3,881 shares; 2025Q3: 285,445 shares; 2025Q4: 195,917 shares; 2026Q1: 203,546 shares 203,546 $16.4M 0.74% +7,629 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 855 shares; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 3,718 shares; 2025Q4: 84,986 shares; 2026Q1: 174,447 shares 174,447 $16.4M 0.74% +89,461 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: 444,222 shares; 2024Q4: 419,399 shares; 2025Q1: 323,691 shares; 2025Q2: 331,984 shares; 2025Q3: 328,288 shares; 2025Q4: 314,615 shares; 2026Q1: 302,611 shares 302,611 $16.4M 0.74% -12,004 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,258 shares; 2024Q4: 345,133 shares; 2025Q1: 7,080 shares; 2025Q2: 2,571,741 shares; 2025Q3: 6,562 shares; 2025Q4: 5,839 shares; 2026Q1: 338,905 shares 338,905 $16.3M 0.73% +333,066 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: 4,383 shares; 2024Q4: 4,975 shares; 2025Q1: 3,335 shares; 2025Q2: 66,764 shares; 2025Q3: 72,568 shares; 2025Q4: 74,220 shares; 2026Q1: 85,008 shares 85,008 $16.1M 0.73% +10,788 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202,754 shares; 2024Q4: 1,086,254 shares; 2025Q1: 1,086,254 shares; 2025Q2: 1,086,254 shares; 2025Q3: 1,086,254 shares; 2025Q4: 1,086,254 shares; 2026Q1: 1,086,254 shares 1,086,254 $14.3M 0.64% 0 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: 29,055 shares; 2024Q4: 33,219 shares; 2025Q1: 37,484 shares; 2025Q2: 38,489 shares; 2025Q3: 42,781 shares; 2025Q4: 77,942 shares; 2026Q1: 66,165 shares 66,165 $13.7M 0.62% -11,777 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: 6,580 shares; 2024Q4: 7,512 shares; 2025Q1: 7,553 shares; 2025Q2: 7,606 shares; 2025Q3: 7,986 shares; 2025Q4: 8,393 shares; 2026Q1: 123,778 shares 123,778 $11.9M 0.54% +115,385 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: 11,971 shares; 2024Q4: 22,790 shares; 2025Q1: 13,424 shares; 2025Q2: 14,938 shares; 2025Q3: 15,238 shares; 2025Q4: 15,345 shares; 2026Q1: 15,434 shares 15,434 $10M 0.45% +89 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,008 shares; 2026Q1: 107,991 shares 107,991 $9.82M 0.44% +5,983 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,644 shares; 2025Q3: 267,236 shares; 2025Q4: 269,855 shares; 2026Q1: 264,302 shares 264,302 $9.39M 0.42% -5,553 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: 16,130 shares; 2024Q4: 13,228 shares; 2025Q1: 13,201 shares; 2025Q2: 17,306 shares; 2025Q3: 19,431 shares; 2025Q4: 21,999 shares; 2026Q1: 24,817 shares 24,817 $9.23M 0.42% +2,818 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: 55,846 shares; 2024Q4: 38,437 shares; 2025Q1: 36,194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,480 shares; 2026Q1: 69,781 shares 69,781 $8.58M 0.39% +301 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: 21,461 shares; 2024Q4: 21,791 shares; 2025Q1: 20,856 shares; 2025Q2: 21,684 shares; 2025Q3: 22,253 shares; 2025Q4: 24,054 shares; 2026Q1: 25,184 shares 25,184 $8.51M 0.38% +1,130 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,624 shares; 2024Q4: 220,215 shares; 2025Q1: 186,831 shares; 2025Q2: 176,566 shares; 2025Q3: 176,445 shares; 2025Q4: 176,445 shares; 2026Q1: 176,059 shares 176,059 $8.04M 0.36% -386 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: 34,548 shares; 2024Q4: 37,950 shares; 2025Q1: 38,646 shares; 2025Q2: 37,785 shares; 2025Q3: 38,091 shares; 2025Q4: 36,087 shares; 2026Q1: 35,996 shares 35,996 $7.32M 0.33% -91 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,254 shares; 2025Q2: 146,174 shares; 2025Q3: 147,540 shares; 2025Q4: 147,750 shares; 2026Q1: 143,711 shares 143,711 $6.9M 0.31% -4,039 Timeline IQDG 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: 187,359 shares; 2024Q4: 187,616 shares; 2025Q1: 170,214 shares; 2025Q2: 163,076 shares; 2025Q3: 165,003 shares; 2025Q4: 165,216 shares; 2026Q1: 169,234 shares 169,234 $6.79M 0.31% +4,018 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 16,239 shares; 2025Q1: 13,863 shares; 2025Q2: 13,580 shares; 2025Q3: 16,663 shares; 2025Q4: 15,810 shares; 2026Q1: 10,399 shares 10,399 $6.79M 0.31% -5,411 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 5,098 shares; 2025Q1: 6,597 shares; 2025Q2: 7,197 shares; 2025Q3: 3,995 shares; 2025Q4: 4,762 shares; 2026Q1: 4,737 shares 4,737 $6.26M 0.28% -25 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: 5,373 shares; 2024Q4: 6,247 shares; 2025Q1: 6,732 shares; 2025Q2: 7,116 shares; 2025Q3: 7,497 shares; 2025Q4: 8,290 shares; 2026Q1: 8,527 shares 8,527 $6.24M 0.28% +237 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,013 shares; 2024Q4: 27,147 shares; 2025Q1: 22,934 shares; 2025Q2: 26,735 shares; 2025Q3: 23,521 shares; 2025Q4: 33,500 shares; 2026Q1: 52,771 shares 52,771 $5.75M 0.26% +19,271 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: 97,113 shares; 2024Q4: 118,458 shares; 2025Q1: 164,370 shares; 2025Q2: 113,860 shares; 2025Q3: 171,023 shares; 2025Q4: 141,077 shares; 2026Q1: 103,988 shares 103,988 $5.13M 0.23% -37,089 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: 6,507 shares; 2024Q4: 14,224 shares; 2025Q1: 15,596 shares; 2025Q2: 16,923 shares; 2025Q3: 20,070 shares; 2025Q4: 20,780 shares; 2026Q1: 30,877 shares 30,877 $4.95M 0.22% +10,097 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: 13,469 shares; 2024Q4: 15,381 shares; 2025Q1: 16,643 shares; 2025Q2: 27,881 shares; 2025Q3: 24,717 shares; 2025Q4: 25,758 shares; 2026Q1: 13,893 shares 13,893 $4.75M 0.21% -11,865 Timeline VPU 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: 55 shares; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,779 shares; 2026Q1: 23,779 shares 23,779 $4.71M 0.21% 0 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: 12,160 shares; 2024Q4: 19,662 shares; 2025Q1: 19,889 shares; 2025Q2: 20,026 shares; 2025Q3: 18,421 shares; 2025Q4: 19,057 shares; 2026Q1: 19,037 shares 19,037 $4.65M 0.21% -20 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,981 shares; 2024Q4: 7,827 shares; 2025Q1: 10,664 shares; 2025Q2: 10,696 shares; 2025Q3: 12,295 shares; 2025Q4: 12,488 shares; 2026Q1: 20,380 shares 20,380 $4.3M 0.19% +7,892 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,630 shares; 2024Q4: 105,089 shares; 2025Q1: 102,751 shares; 2025Q2: 102,244 shares; 2025Q3: 115,264 shares; 2025Q4: 116,645 shares; 2026Q1: 92,725 shares 92,725 $4.28M 0.19% -23,920 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,231 shares; 2024Q4: 22,436 shares; 2025Q1: 24,746 shares; 2025Q2: 24,746 shares; 2025Q3: 30,908 shares; 2025Q4: 33,635 shares; 2026Q1: 38,761 shares 38,761 $4.11M 0.19% +5,126 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: 33,423 shares; 2024Q4: 27,413 shares; 2025Q1: 37,590 shares; 2025Q2: 36,359 shares; 2025Q3: 38,204 shares; 2025Q4: 33,695 shares; 2026Q1: 27,809 shares 27,809 $4.08M 0.18% -5,886 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,947 shares; 2024Q4: 30,270 shares; 2025Q1: 36,602 shares; 2025Q2: 47,938 shares; 2025Q3: 49,490 shares; 2025Q4: 43,050 shares; 2026Q1: 36,049 shares 36,049 $4M 0.18% -7,001 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: 24,067 shares; 2024Q4: 21,037 shares; 2025Q1: 27,489 shares; 2025Q2: 27,053 shares; 2025Q3: 16,329 shares; 2025Q4: 23,480 shares; 2026Q1: 24,031 shares 24,031 $3.89M 0.18% +551 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 19,228 shares; 2025Q1: 18,714 shares; 2025Q2: 17,920 shares; 2025Q3: 18,895 shares; 2025Q4: 19,208 shares; 2026Q1: 26,406 shares 26,406 $3.88M 0.17% +7,198 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: 6,027 shares; 2024Q4: 11,156 shares; 2025Q1: 12,008 shares; 2025Q2: 11,449 shares; 2025Q3: 10,432 shares; 2025Q4: 10,622 shares; 2026Q1: 10,909 shares 10,909 $3.84M 0.17% +287 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,071 shares; 2024Q4: 47,947 shares; 2025Q1: 46,731 shares; 2025Q2: 46,560 shares; 2025Q3: 52,577 shares; 2025Q4: 52,009 shares; 2026Q1: 65,669 shares 65,669 $3.82M 0.17% +13,660 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,056 shares; 2024Q4: 21,138 shares; 2025Q1: 21,757 shares; 2025Q2: 23,696 shares; 2025Q3: 21,795 shares; 2025Q4: 21,842 shares; 2026Q1: 22,527 shares 22,527 $3.72M 0.17% +685 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,273 shares; 2024Q4: 19,588 shares; 2025Q1: 19,596 shares; 2025Q2: 19,356 shares; 2025Q3: 18,497 shares; 2025Q4: 17,412 shares; 2026Q1: 17,283 shares 17,283 $3.72M 0.17% -129 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: 28,983 shares; 2024Q4: 31,753 shares; 2025Q1: 37,146 shares; 2025Q2: 11,990 shares; 2025Q3: 16,450 shares; 2025Q4: 18,332 shares; 2026Q1: 13,520 shares 13,520 $3.66M 0.16% -4,812 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,584 shares; 2025Q1: 3,650 shares; 2025Q2: 3,704 shares; 2025Q3: 3,421 shares; 2025Q4: 3,385 shares; 2026Q1: 3,652 shares 3,652 $3.64M 0.16% +267 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,408 shares; 2025Q1: 3,633 shares; 2025Q2: 3,769 shares; 2025Q3: 3,865 shares; 2025Q4: 36,968 shares; 2026Q1: 36,291 shares 36,291 $3.49M 0.16% -677 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: 6,548 shares; 2024Q4: 11,175 shares; 2025Q1: 10,829 shares; 2025Q2: 11,013 shares; 2025Q3: 10,756 shares; 2025Q4: 11,014 shares; 2026Q1: 11,142 shares 11,142 $3.37M 0.15% +128 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: 35,825 shares; 2024Q4: 43,022 shares; 2025Q1: 40,929 shares; 2025Q2: 45,523 shares; 2025Q3: 40,780 shares; 2025Q4: 43,026 shares; 2026Q1: 43,190 shares 43,190 $3.35M 0.15% +164 Timeline XMHQ 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: 21,230 shares; 2024Q4: 25,016 shares; 2025Q1: 22,108 shares; 2025Q2: 23,863 shares; 2025Q3: 28,821 shares; 2025Q4: 31,947 shares; 2026Q1: 32,018 shares 32,018 $3.31M 0.15% +71 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: 1,804 shares; 2024Q4: 1,412 shares; 2025Q1: 1,553 shares; 2025Q2: 1,615 shares; 2025Q3: 1,807 shares; 2025Q4: 2,034 shares; 2026Q1: 1,886 shares 1,886 $3.26M 0.15% -148 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,106 shares; 2024Q4: 28,906 shares; 2025Q1: 28,120 shares; 2025Q2: 27,747 shares; 2025Q3: 31,025 shares; 2025Q4: 30,359 shares; 2026Q1: 28,034 shares 28,034 $3.17M 0.14% -2,325 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,015 shares; 2024Q4: 69,700 shares; 2025Q1: 64,559 shares; 2025Q2: 3,244 shares; 2025Q3: 85,965 shares; 2025Q4: 101,457 shares; 2026Q1: 32,961 shares 32,961 $3.02M 0.14% -68,496 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,750 shares 14,750 $2.91M 0.13% new 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: 18,034 shares; 2024Q4: 19,376 shares; 2025Q1: 20,275 shares; 2025Q2: 19,923 shares; 2025Q3: 17,124 shares; 2025Q4: 18,172 shares; 2026Q1: 19,359 shares 19,359 $2.8M 0.13% +1,187 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: 2,868 shares; 2024Q4: 3,454 shares; 2025Q1: 3,725 shares; 2025Q2: 4,635 shares; 2025Q3: 4,250 shares; 2025Q4: 22,289 shares; 2026Q1: 26,390 shares 26,390 $2.76M 0.12% +4,101 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: 24,101 shares; 2024Q4: 19,629 shares; 2025Q1: 17,831 shares; 2025Q2: 15,102 shares; 2025Q3: 18,381 shares; 2025Q4: 48,165 shares; 2026Q1: 44,607 shares 44,607 $2.73M 0.12% -3,558 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: 3,457 shares; 2024Q4: 4,648 shares; 2025Q1: 4,537 shares; 2025Q2: 4,852 shares; 2025Q3: 5,060 shares; 2025Q4: 4,815 shares; 2026Q1: 4,721 shares 4,721 $2.72M 0.12% -94 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608,721 shares; 2024Q4: 280,547 shares; 2025Q1: 211,787 shares; 2025Q2: 169,189 shares; 2025Q3: 142,372 shares; 2025Q4: 60,722 shares; 2026Q1: 57,230 shares 57,230 $2.71M 0.12% -3,492 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 15,423 shares; 2025Q1: 14,186 shares; 2025Q2: 13,116 shares; 2025Q3: 12,312 shares; 2025Q4: 11,986 shares; 2026Q1: 11,452 shares 11,452 $2.71M 0.12% -534 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,323 shares; 2026Q1: 28,323 shares 28,323 $2.67M 0.12% 0 Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,550 shares; 2024Q4: 75,097 shares; 2025Q1: 73,285 shares; 2025Q2: 71,377 shares; 2025Q3: 68,964 shares; 2025Q4: 65,747 shares; 2026Q1: 63,616 shares 63,616 $2.67M 0.12% -2,131 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,988 shares; 2025Q4: 17,938 shares; 2026Q1: 18,333 shares 18,333 $2.61M 0.12% +395 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,418 shares; 2024Q4: 41,187 shares; 2025Q1: 28,864 shares; 2025Q2: 28,473 shares; 2025Q3: 32,013 shares; 2025Q4: 32,060 shares; 2026Q1: 34,875 shares 34,875 $2.59M 0.12% +2,815 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 38 shares; 2025Q1: 2,704 shares; 2025Q2: 2,719 shares; 2025Q3: 3,109 shares; 2025Q4: 3,107 shares; 2026Q1: 8,137 shares 8,137 $2.59M 0.12% +5,030 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,585 shares; 2025Q1: 5,434 shares; 2025Q2: 5,360 shares; 2025Q3: 4,862 shares; 2025Q4: 5,131 shares; 2026Q1: 5,072 shares 5,072 $2.53M 0.11% -59 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: 5,648 shares; 2024Q4: 11,631 shares; 2025Q1: 11,876 shares; 2025Q2: 12,957 shares; 2025Q3: 13,568 shares; 2025Q4: 15,078 shares; 2026Q1: 16,503 shares 16,503 $2.52M 0.11% +1,425 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 12,458 shares; 2025Q1: 9,283 shares; 2025Q2: 9,128 shares; 2025Q3: 8,952 shares; 2025Q4: 9,888 shares; 2026Q1: 14,704 shares 14,704 $2.52M 0.11% +4,816 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,914 shares; 2024Q4: 34,445 shares; 2025Q1: 33,987 shares; 2025Q2: 33,006 shares; 2025Q3: 32,751 shares; 2025Q4: 32,544 shares; 2026Q1: 32,192 shares 32,192 $2.38M 0.11% -352 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: 12,330 shares; 2024Q4: 16,892 shares; 2025Q1: 15,304 shares; 2025Q2: 15,718 shares; 2025Q3: 15,853 shares; 2025Q4: 17,727 shares; 2026Q1: 20,045 shares 20,045 $2.38M 0.11% +2,318 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: 13,868 shares; 2024Q4: 19,822 shares; 2025Q1: 24,801 shares; 2025Q2: 24,722 shares; 2025Q3: 26,253 shares; 2025Q4: 26,193 shares; 2026Q1: 26,687 shares 26,687 $2.35M 0.11% +494 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: 33,153 shares; 2024Q4: 20,899 shares; 2025Q1: 28,496 shares; 2025Q2: 40,717 shares; 2025Q3: 29,439 shares; 2025Q4: 32,715 shares; 2026Q1: 28,666 shares 28,666 $2.35M 0.11% -4,049 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 4,913 shares; 2025Q1: 12,591 shares; 2025Q2: 12,673 shares; 2025Q3: 13,608 shares; 2025Q4: 14,363 shares; 2026Q1: 23,110 shares 23,110 $2.33M 0.1% +8,747 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: 5,335 shares; 2024Q4: 5,243 shares; 2025Q1: 5,533 shares; 2025Q2: 5,463 shares; 2025Q3: 4,694 shares; 2025Q4: 5,204 shares; 2026Q1: 4,872 shares 4,872 $2.31M 0.1% -332 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: 14,744 shares; 2024Q4: 14,639 shares; 2025Q1: 25,425 shares; 2025Q2: 23,112 shares; 2025Q3: 20,647 shares; 2025Q4: 51,998 shares; 2026Q1: 50,068 shares 50,068 $2.3M 0.1% -1,930 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: 1,419 shares; 2024Q4: 1,833 shares; 2025Q1: 2,142 shares; 2025Q2: 2,179 shares; 2025Q3: 1,958 shares; 2025Q4: 1,934 shares; 2026Q1: 2,051 shares 2,051 $2.24M 0.1% +117 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: 16,799 shares; 2024Q4: 20,666 shares; 2025Q1: 11,679 shares; 2025Q2: 13,112 shares; 2025Q3: 13,922 shares; 2025Q4: 14,312 shares; 2026Q1: 15,080 shares 15,080 $2.21M 0.1% +768 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,630 shares; 2024Q4: 20,630 shares; 2025Q1: 20,630 shares; 2025Q2: 22,280 shares; 2025Q3: 22,280 shares; 2025Q4: 22,280 shares; 2026Q1: 22,280 shares 22,280 $2.17M 0.1% 0 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: 4,305 shares; 2024Q4: 22,728 shares; 2025Q1: 23,581 shares; 2025Q2: 21,275 shares; 2025Q3: 18,237 shares; 2025Q4: 24,880 shares; 2026Q1: 25,319 shares 25,319 $2.16M 0.1% +439 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,897 shares; 2024Q4: 4,517 shares; 2025Q1: 4,437 shares; 2025Q2: 3,752 shares; 2025Q3: 3,326 shares; 2025Q4: 3,398 shares; 2026Q1: 2,996 shares 2,996 $2.12M 0.1% -402 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: 2,848 shares; 2024Q4: 8,658 shares; 2025Q1: 8,633 shares; 2025Q2: 7,284 shares; 2025Q3: 8,309 shares; 2025Q4: 8,415 shares; 2026Q1: 8,541 shares 8,541 $2.04M 0.09% +126 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 11,821 shares; 2025Q1: 14,199 shares; 2025Q2: 13,840 shares; 2025Q3: 11,702 shares; 2025Q4: 11,602 shares; 2026Q1: 9,780 shares 9,780 $2.04M 0.09% -1,822 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: 4,369 shares; 2024Q4: 5,312 shares; 2025Q1: 5,147 shares; 2025Q2: 5,053 shares; 2025Q3: 4,435 shares; 2025Q4: 4,375 shares; 2026Q1: 3,759 shares 3,759 $2.02M 0.09% -616 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,632 shares; 2025Q1: 2,742 shares; 2025Q2: 2,879 shares; 2025Q3: 2,365 shares; 2025Q4: 2,382 shares; 2026Q1: 2,297 shares 2,297 $1.99M 0.09% -85 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,632 shares; 2024Q4: 13,113 shares; 2025Q1: 13,228 shares; 2025Q2: 12,453 shares; 2025Q3: 12,882 shares; 2025Q4: 20,311 shares; 2026Q1: 20,530 shares 20,530 $1.97M 0.09% +219 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,525 shares; 2025Q1: 19,157 shares; 2025Q2: 16,870 shares; 2025Q3: 13,804 shares; 2025Q4: 13,975 shares; 2026Q1: 9,171 shares 9,171 $1.96M 0.09% -4,804 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: 22,615 shares; 2024Q4: 22,557 shares; 2025Q1: 22,863 shares; 2025Q2: 30,349 shares; 2025Q3: 30,729 shares; 2025Q4: 44,811 shares; 2026Q1: 48,368 shares 48,368 $1.95M 0.09% +3,557 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 3,672 shares; 2025Q1: 3,749 shares; 2025Q2: 3,749 shares; 2025Q3: 3,749 shares; 2025Q4: 3,750 shares; 2026Q1: 3,150 shares 3,150 $1.94M 0.09% -600 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,676 shares; 2024Q4: 448,651 shares; 2025Q1: 403,228 shares; 2025Q2: 11,516 shares; 2025Q3: 10,402 shares; 2025Q4: 9,484 shares; 2026Q1: 58,594 shares 58,594 $1.94M 0.09% +49,110 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: 4,773 shares; 2024Q4: 7,487 shares; 2025Q1: 7,974 shares; 2025Q2: 7,588 shares; 2025Q3: 6,417 shares; 2025Q4: 6,199 shares; 2026Q1: 6,046 shares 6,046 $1.92M 0.09% -153 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: 26,490 shares; 2024Q4: 26,135 shares; 2025Q1: 26,700 shares; 2025Q2: 23,574 shares; 2025Q3: 20,138 shares; 2025Q4: 21,606 shares; 2026Q1: 20,052 shares 20,052 $1.86M 0.08% -1,554 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: 8,265 shares; 2024Q4: 9,919 shares; 2025Q1: 10,261 shares; 2025Q2: 9,743 shares; 2025Q3: 8,183 shares; 2025Q4: 8,684 shares; 2026Q1: 9,833 shares 9,833 $1.84M 0.08% +1,149 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,940 shares; 2025Q1: 11,813 shares; 2025Q2: 15,371 shares; 2025Q3: 14,741 shares; 2025Q4: 14,424 shares; 2026Q1: 14,901 shares 14,901 $1.83M 0.08% +477 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: 19,290 shares; 2024Q4: 26,643 shares; 2025Q1: 27,942 shares; 2025Q2: 32,698 shares; 2025Q3: 32,405 shares; 2025Q4: 34,136 shares; 2026Q1: 37,446 shares 37,446 $1.83M 0.08% +3,310 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,662 shares; 2024Q4: 15,890 shares; 2025Q1: 18,317 shares; 2025Q2: 17,361 shares; 2025Q3: 16,121 shares; 2025Q4: 16,049 shares; 2026Q1: 15,501 shares 15,501 $1.82M 0.08% -548 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 11,684 shares; 2025Q1: 10,812 shares; 2025Q2: 11,035 shares; 2025Q3: 9,774 shares; 2025Q4: 9,985 shares; 2026Q1: 9,814 shares 9,814 $1.79M 0.08% -171 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 4,200 shares; 2025Q2: 50,559 shares; 2025Q3: 4,181 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares 4,165 $1.78M 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,868 shares; 2025Q1: 5,864 shares; 2025Q2: 5,905 shares; 2025Q3: 5,204 shares; 2025Q4: 5,230 shares; 2026Q1: 5,714 shares 5,714 $1.78M 0.08% +484 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 6,112 shares; 2025Q1: 5,905 shares; 2025Q2: 5,871 shares; 2025Q3: 5,788 shares; 2025Q4: 5,630 shares; 2026Q1: 3,897 shares 3,897 $1.74M 0.08% -1,733 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: 16,516 shares; 2024Q4: 15,249 shares; 2025Q1: 17,258 shares; 2025Q2: 17,183 shares; 2025Q3: 19,138 shares; 2025Q4: 19,157 shares; 2026Q1: 9,070 shares 9,070 $1.74M 0.08% -10,087 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,516 shares; 2025Q4: 8,424 shares; 2026Q1: 30,236 shares 30,236 $1.71M 0.08% +21,812 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: 32,404 shares; 2024Q4: 36,292 shares; 2025Q1: 23,191 shares; 2025Q2: 24,204 shares; 2025Q3: 22,380 shares; 2025Q4: 23,116 shares; 2026Q1: 16,588 shares 16,588 $1.7M 0.08% -6,528 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,720 shares; 2024Q4: 19,864 shares; 2025Q1: 21,796 shares; 2025Q2: 22,181 shares; 2025Q3: 20,058 shares; 2025Q4: 19,310 shares; 2026Q1: 19,119 shares 19,119 $1.69M 0.08% -191 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: 7,701 shares; 2024Q4: 7,809 shares; 2025Q1: 7,812 shares; 2025Q2: 7,312 shares; 2025Q3: 6,324 shares; 2025Q4: 6,736 shares; 2026Q1: 6,936 shares 6,936 $1.68M 0.08% +200 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: 11,047 shares; 2024Q4: 12,172 shares; 2025Q1: 12,259 shares; 2025Q2: 11,588 shares; 2025Q3: 9,992 shares; 2025Q4: 9,895 shares; 2026Q1: 9,766 shares 9,766 $1.65M 0.07% -129 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,792 shares; 2025Q1: 2,566 shares; 2025Q2: 2,617 shares; 2025Q3: 2,202 shares; 2025Q4: 2,068 shares; 2026Q1: 1,935 shares 1,935 $1.64M 0.07% -133 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: 2,048 shares; 2024Q4: 11,820 shares; 2025Q1: 12,748 shares; 2025Q2: 15,403 shares; 2025Q3: 16,223 shares; 2025Q4: 14,178 shares; 2026Q1: 14,424 shares 14,424 $1.64M 0.07% +246 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: 1,720 shares; 2025Q2: 1,959 shares; 2025Q3: 1,715 shares; 2025Q4: 1,679 shares; 2026Q1: 1,690 shares 1,690 $1.62M 0.07% +11 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,980 shares; 2025Q2: 27,176 shares; 2025Q3: 11,529 shares; 2025Q4: 11,134 shares; 2026Q1: 23,246 shares 23,246 $1.61M 0.07% +12,112 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: 1,070 shares; 2024Q4: 1,256 shares; 2025Q1: 1,776 shares; 2025Q2: 3,450 shares; 2025Q3: 4,520 shares; 2025Q4: 3,599 shares; 2026Q1: 3,738 shares 3,738 $1.61M 0.07% +139 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,460 shares; 2026Q1: 12,878 shares 12,878 $1.61M 0.07% +8,418 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 4,254 shares; 2025Q1: 4,405 shares; 2025Q2: 4,943 shares; 2025Q3: 4,819 shares; 2025Q4: 5,316 shares; 2026Q1: 4,641 shares 4,641 $1.6M 0.07% -675 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: 22,562 shares; 2024Q4: 22,414 shares; 2025Q1: 22,471 shares; 2025Q2: 20,982 shares; 2025Q3: 19,462 shares; 2025Q4: 20,186 shares; 2026Q1: 21,749 shares 21,749 $1.58M 0.07% +1,563 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: 23,695 shares; 2024Q4: 23,341 shares; 2025Q1: 23,758 shares; 2025Q2: 22,927 shares; 2025Q3: 18,123 shares; 2025Q4: 16,270 shares; 2026Q1: 12,383 shares 12,383 $1.56M 0.07% -3,887 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,805 shares; 2024Q4: 13,423 shares; 2025Q1: 13,313 shares; 2025Q2: 13,698 shares; 2025Q3: 14,347 shares; 2025Q4: 46,536 shares; 2026Q1: 26,003 shares 26,003 $1.52M 0.07% -20,533 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,752 shares 45,752 $1.51M 0.07% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 10,983 shares; 2025Q1: 10,864 shares; 2025Q2: 10,009 shares; 2025Q3: 8,288 shares; 2025Q4: 7,738 shares; 2026Q1: 8,021 shares 8,021 $1.48M 0.07% +283 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 5,156 shares; 2025Q1: 5,219 shares; 2025Q2: 5,052 shares; 2025Q3: 4,934 shares; 2025Q4: 5,010 shares; 2026Q1: 3,772 shares 3,772 $1.47M 0.07% -1,238 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,747 shares; 2025Q1: 1,659 shares; 2025Q2: 1,431 shares; 2025Q3: 3,563 shares; 2025Q4: 3,633 shares; 2026Q1: 3,363 shares 3,363 $1.47M 0.07% -270 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: 4,994 shares; 2024Q4: 17,124 shares; 2025Q1: 16,932 shares; 2025Q2: 18,434 shares; 2025Q3: 15,903 shares; 2025Q4: 17,436 shares; 2026Q1: 19,155 shares 19,155 $1.46M 0.07% +1,719 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: 10,874 shares; 2024Q4: 15,761 shares; 2025Q1: 15,326 shares; 2025Q2: 15,125 shares; 2025Q3: 15,230 shares; 2025Q4: 14,762 shares; 2026Q1: 14,848 shares 14,848 $1.43M 0.06% +86 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 3,753 shares; 2025Q1: 3,575 shares; 2025Q2: 3,543 shares; 2025Q3: 3,897 shares; 2025Q4: 3,942 shares; 2026Q1: 5,964 shares 5,964 $1.43M 0.06% +2,022 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: 2,680 shares; 2024Q4: 4,953 shares; 2025Q1: 13,825 shares; 2025Q2: 16,401 shares; 2025Q3: 12,792 shares; 2025Q4: 12,656 shares; 2026Q1: 15,920 shares 15,920 $1.43M 0.06% +3,264 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,791 shares; 2025Q1: 10,543 shares; 2025Q2: 10,488 shares; 2025Q3: 11,851 shares; 2025Q4: 11,914 shares; 2026Q1: 14,754 shares 14,754 $1.4M 0.06% +2,840 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,632 shares; 2025Q1: 4,104 shares; 2025Q2: 4,264 shares; 2025Q3: 3,436 shares; 2025Q4: 3,472 shares; 2026Q1: 3,236 shares 3,236 $1.4M 0.06% -236 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: 4,241 shares; 2024Q4: 4,400 shares; 2025Q1: 4,468 shares; 2025Q2: 4,262 shares; 2025Q3: 5,217 shares; 2025Q4: 4,894 shares; 2026Q1: 4,296 shares 4,296 $1.38M 0.06% -598 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,928 shares 37,928 $1.37M 0.06% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 13,952 shares; 2025Q1: 16,848 shares; 2025Q2: 16,483 shares; 2025Q3: 12,472 shares; 2025Q4: 13,616 shares; 2026Q1: 13,904 shares 13,904 $1.37M 0.06% +288 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,364 shares; 2025Q1: 10,900 shares; 2025Q2: 11,786 shares; 2025Q3: 8,889 shares; 2025Q4: 10,833 shares; 2026Q1: 11,027 shares 11,027 $1.34M 0.06% +194 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: 584 shares; 2024Q4: 1,159 shares; 2025Q1: 1,305 shares; 2025Q2: 1,376 shares; 2025Q3: 1,402 shares; 2025Q4: 1,459 shares; 2026Q1: 1,531 shares 1,531 $1.34M 0.06% +72 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 2,150 shares; 2025Q1: 3,052 shares; 2025Q2: 2,521 shares; 2025Q3: 3,394 shares; 2025Q4: 3,147 shares; 2026Q1: 3,405 shares 3,405 $1.33M 0.06% +258 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,942 shares; 2024Q4: 86,484 shares; 2025Q1: 86,934 shares; 2025Q2: 85,656 shares; 2025Q3: 86,726 shares; 2025Q4: 89,444 shares; 2026Q1: 88,749 shares 88,749 $1.32M 0.06% -695 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: 15,544 shares; 2024Q4: 15,342 shares; 2025Q1: 16,057 shares; 2025Q2: 30,567 shares; 2025Q3: 21,541 shares; 2025Q4: 21,746 shares; 2026Q1: 28,322 shares 28,322 $1.31M 0.06% +6,576 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,395 shares; 2025Q1: 4,731 shares; 2025Q2: 4,700 shares; 2025Q3: 4,625 shares; 2025Q4: 4,614 shares; 2026Q1: 6,657 shares 6,657 $1.31M 0.06% +2,043 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: 37,232 shares; 2024Q4: 30,629 shares; 2025Q1: 29,629 shares; 2025Q2: 27,492 shares; 2025Q3: 32,108 shares; 2025Q4: 33,373 shares; 2026Q1: 35,352 shares 35,352 $1.3M 0.06% +1,979 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: 10,401 shares; 2024Q4: 11,112 shares; 2025Q1: 9,396 shares; 2025Q2: 9,705 shares; 2025Q3: 8,007 shares; 2025Q4: 7,325 shares; 2026Q1: 7,841 shares 7,841 $1.29M 0.06% +516 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: 2,424 shares; 2024Q4: 2,457 shares; 2025Q1: 3,953 shares; 2025Q2: 3,957 shares; 2025Q3: 3,893 shares; 2025Q4: 3,906 shares; 2026Q1: 3,910 shares 3,910 $1.25M 0.06% +4 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: 2,252 shares; 2024Q4: 2,922 shares; 2025Q1: 3,242 shares; 2025Q2: 3,548 shares; 2025Q3: 4,017 shares; 2025Q4: 4,341 shares; 2026Q1: 4,358 shares 4,358 $1.24M 0.06% +17 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: 7,517 shares; 2024Q4: 10,642 shares; 2025Q1: 10,021 shares; 2025Q2: 10,509 shares; 2025Q3: 8,598 shares; 2025Q4: 9,558 shares; 2026Q1: 10,120 shares 10,120 $1.22M 0.05% +562 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,303 shares; 2025Q4: 10,380 shares; 2026Q1: 9,099 shares 9,099 $1.21M 0.05% -1,281 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,853 shares; 2025Q1: 5,273 shares; 2025Q2: 5,042 shares; 2025Q3: 3,984 shares; 2025Q4: 3,945 shares; 2026Q1: 3,979 shares 3,979 $1.21M 0.05% +34 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,162 shares; 2024Q4: 49,729 shares; 2025Q1: 58,981 shares; 2025Q2: 55,093 shares; 2025Q3: 74,411 shares; 2025Q4: 22,517 shares; 2026Q1: 23,002 shares 23,002 $1.17M 0.05% +485 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 6,925 shares 6,925 $1.17M 0.05% +5,465 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 10,061 shares; 2025Q1: not reported; 2025Q2: 37,838 shares; 2025Q3: 39,454 shares; 2025Q4: 48,633 shares; 2026Q1: 53,919 shares 53,919 $1.17M 0.05% +5,286 Timeline MGC 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: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 4,875 shares 4,875 $1.15M 0.05% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,227 shares; 2025Q3: 74,228 shares; 2025Q4: 99,757 shares; 2026Q1: 101,574 shares 101,574 $1.15M 0.05% +1,817 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 5,240 shares; 2025Q1: 5,451 shares; 2025Q2: 4,901 shares; 2025Q3: 3,702 shares; 2025Q4: 3,650 shares; 2026Q1: 4,397 shares 4,397 $1.14M 0.05% +747 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 17,387 shares; 2025Q1: 17,614 shares; 2025Q2: 17,223 shares; 2025Q3: 17,327 shares; 2025Q4: 16,554 shares; 2026Q1: 16,019 shares 16,019 $1.14M 0.05% -535 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 6,381 shares; 2026Q1: 6,943 shares 6,943 $1.12M 0.05% +562 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 19,380 shares; 2025Q1: 17,820 shares; 2025Q2: 18,263 shares; 2025Q3: 25,800 shares; 2025Q4: 18,945 shares; 2026Q1: 16,587 shares 16,587 $1.12M 0.05% -2,358 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 5,109 shares; 2025Q1: 5,291 shares; 2025Q2: 5,223 shares; 2025Q3: 4,729 shares; 2025Q4: 3,375 shares; 2026Q1: 2,206 shares 2,206 $1.09M 0.05% -1,169 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 7,129 shares; 2025Q1: 6,212 shares; 2025Q2: 5,878 shares; 2025Q3: 5,830 shares; 2025Q4: 4,573 shares; 2026Q1: 5,330 shares 5,330 $1.09M 0.05% +757 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,427 shares; 2025Q1: 2,489 shares; 2025Q2: 2,380 shares; 2025Q3: 2,577 shares; 2025Q4: 3,154 shares; 2026Q1: 3,341 shares 3,341 $1.09M 0.05% +187 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: 3 shares; 2024Q4: not reported; 2025Q1: 2,375 shares; 2025Q2: 1,935 shares; 2025Q3: 1,293 shares; 2025Q4: 974 shares; 2026Q1: 784 shares 784 $1.08M 0.05% -190 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,362 shares; 2025Q2: 8,362 shares; 2025Q3: 8,362 shares; 2025Q4: 8,788 shares; 2026Q1: 12,359 shares 12,359 $1.07M 0.05% +3,571 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,050 shares; 2024Q4: 49,660 shares; 2025Q1: 34,514 shares; 2025Q2: 26,878 shares; 2025Q3: 24,378 shares; 2025Q4: 23,446 shares; 2026Q1: 22,100 shares 22,100 $1.07M 0.05% -1,346 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: 7,689 shares; 2024Q4: 7,483 shares; 2025Q1: 7,501 shares; 2025Q2: 7,243 shares; 2025Q3: 4,606 shares; 2025Q4: 4,495 shares; 2026Q1: 6,102 shares 6,102 $1.06M 0.05% +1,607 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares 2,945 $1.05M 0.05% 0 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: 13,128 shares; 2024Q4: 13,175 shares; 2025Q1: 8,745 shares; 2025Q2: 8,582 shares; 2025Q3: 6,793 shares; 2025Q4: 6,504 shares; 2026Q1: 6,952 shares 6,952 $1.04M 0.05% +448 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,307 shares; 2025Q1: 3,313 shares; 2025Q2: 3,263 shares; 2025Q3: 3,377 shares; 2025Q4: 3,639 shares; 2026Q1: 3,712 shares 3,712 $1.04M 0.05% +73 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,841 shares; 2024Q4: 71,259 shares; 2025Q1: 92,582 shares; 2025Q2: 92,765 shares; 2025Q3: 94,170 shares; 2025Q4: 105,243 shares; 2026Q1: 115,692 shares 115,692 $1.04M 0.05% +10,449 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 5,088 shares; 2025Q1: not reported; 2025Q2: 5,830 shares; 2025Q3: 4,651 shares; 2025Q4: 5,239 shares; 2026Q1: 20,595 shares 20,595 $1.03M 0.05% +15,356 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 3,738 shares; 2025Q1: 3,619 shares; 2025Q2: 3,451 shares; 2025Q3: 2,765 shares; 2025Q4: 2,839 shares; 2026Q1: 3,189 shares 3,189 $1.03M 0.05% +350 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 7,127 shares; 2025Q1: 8,816 shares; 2025Q2: 8,471 shares; 2025Q3: 8,671 shares; 2025Q4: 9,222 shares; 2026Q1: 10,380 shares 10,380 $1.02M 0.05% +1,158 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,733 shares; 2025Q1: 3,606 shares; 2025Q2: 4,625 shares; 2025Q3: 4,655 shares; 2025Q4: 2,912 shares; 2026Q1: 5,087 shares 5,087 $1.01M 0.05% +2,175 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 403 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $1M 0.05% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 5,941 shares; 2025Q1: 8,137 shares; 2025Q2: 9,239 shares; 2025Q3: 12,110 shares; 2025Q4: 13,854 shares; 2026Q1: 13,475 shares 13,475 $976K 0.04% -379 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: 942 shares; 2024Q4: 942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,801 shares 11,801 $974K 0.04% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,477 shares; 2024Q4: 32,990 shares; 2025Q1: 41,960 shares; 2025Q2: 42,469 shares; 2025Q3: 36,926 shares; 2025Q4: 41,074 shares; 2026Q1: 32,519 shares 32,519 $968K 0.04% -8,555 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 11,507 shares; 2025Q1: 12,365 shares; 2025Q2: 12,001 shares; 2025Q3: 9,365 shares; 2025Q4: 10,876 shares; 2026Q1: 10,601 shares 10,601 $966K 0.04% -275 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,921 shares 18,921 $947K 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 7,946 shares; 2025Q1: 9,272 shares; 2025Q2: 9,909 shares; 2025Q3: 9,493 shares; 2025Q4: 8,034 shares; 2026Q1: 7,175 shares 7,175 $940K 0.04% -859 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 8,133 shares; 2025Q1: 8,226 shares; 2025Q2: 8,051 shares; 2025Q3: 5,028 shares; 2025Q4: 5,336 shares; 2026Q1: 6,687 shares 6,687 $931K 0.04% +1,351 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: 10,741 shares; 2024Q4: 10,665 shares; 2025Q1: 10,931 shares; 2025Q2: 9,826 shares; 2025Q3: 7,602 shares; 2025Q4: 7,622 shares; 2026Q1: 8,408 shares 8,408 $922K 0.04% +786 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: 2,531 shares; 2024Q4: 2,422 shares; 2025Q1: 2,512 shares; 2025Q2: 2,396 shares; 2025Q3: 1,957 shares; 2025Q4: 1,931 shares; 2026Q1: 2,151 shares 2,151 $914K 0.04% +220 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: not reported; 2026Q1: 833 shares 833 $911K 0.04% new 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: 5,229 shares; 2024Q4: 5,122 shares; 2025Q1: 5,033 shares; 2025Q2: 5,147 shares; 2025Q3: 5,110 shares; 2025Q4: 5,208 shares; 2026Q1: 10,965 shares 10,965 $908K 0.04% +5,757 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,842 shares; 2025Q2: 4,020 shares; 2025Q3: 3,364 shares; 2025Q4: 3,159 shares; 2026Q1: 2,597 shares 2,597 $887K 0.04% -562 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: 4,031 shares; 2024Q4: 5,409 shares; 2025Q1: 5,620 shares; 2025Q2: 5,934 shares; 2025Q3: 6,019 shares; 2025Q4: 6,356 shares; 2026Q1: 6,766 shares 6,766 $886K 0.04% +410 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: 4,447 shares; 2024Q4: 4,820 shares; 2025Q1: 4,788 shares; 2025Q2: 4,437 shares; 2025Q3: 3,189 shares; 2025Q4: 3,258 shares; 2026Q1: 2,817 shares 2,817 $885K 0.04% -441 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 2,002 shares; 2025Q1: 1,963 shares; 2025Q2: 2,396 shares; 2025Q3: 2,285 shares; 2025Q4: 2,014 shares; 2026Q1: 2,470 shares 2,470 $883K 0.04% +456 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: 6,798 shares; 2024Q4: 7,890 shares; 2025Q1: 7,681 shares; 2025Q2: 7,401 shares; 2025Q3: 5,924 shares; 2025Q4: 5,982 shares; 2026Q1: 4,346 shares 4,346 $883K 0.04% -1,636 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 6,050 shares; 2025Q1: 3,582 shares; 2025Q2: 3,729 shares; 2025Q3: 3,504 shares; 2025Q4: 3,328 shares; 2026Q1: 3,602 shares 3,602 $874K 0.04% +274 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 5,688 shares; 2025Q1: 11,249 shares; 2025Q2: 17,398 shares; 2025Q3: 23,318 shares; 2025Q4: 45,275 shares; 2026Q1: 51,181 shares 51,181 $869K 0.04% +5,906 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 112 shares; 2025Q1: 7,914 shares; 2025Q2: 7,817 shares; 2025Q3: 8,042 shares; 2025Q4: 12,584 shares; 2026Q1: 14,835 shares 14,835 $857K 0.04% +2,251 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 13,327 shares; 2025Q1: 13,267 shares; 2025Q2: 13,271 shares; 2025Q3: 14,786 shares; 2025Q4: 14,706 shares; 2026Q1: 16,457 shares 16,457 $855K 0.04% +1,751 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 6,548 shares; 2025Q1: 7,254 shares; 2025Q2: 5,997 shares; 2025Q3: 5,846 shares; 2025Q4: 4,640 shares; 2026Q1: 13,663 shares 13,663 $846K 0.04% +9,023 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: 169 shares; 2024Q4: 310 shares; 2025Q1: 3,525 shares; 2025Q2: 3,126 shares; 2025Q3: 2,403 shares; 2025Q4: 1,853 shares; 2026Q1: 2,112 shares 2,112 $844K 0.04% +259 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: 8,139 shares; 2024Q4: 8,246 shares; 2025Q1: 8,425 shares; 2025Q2: 7,674 shares; 2025Q3: 7,341 shares; 2025Q4: 7,602 shares; 2026Q1: 8,564 shares 8,564 $832K 0.04% +962 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 7,675 shares; 2025Q1: 7,696 shares; 2025Q2: 7,412 shares; 2025Q3: 7,646 shares; 2025Q4: 7,549 shares; 2026Q1: 7,146 shares 7,146 $827K 0.04% -403 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: 37,821 shares; 2024Q4: 37,821 shares; 2025Q1: 37,821 shares; 2025Q2: 15,583 shares; 2025Q3: 15,583 shares; 2025Q4: 15,583 shares; 2026Q1: 15,583 shares 15,583 $825K 0.04% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,697 shares; 2024Q4: 25,703 shares; 2025Q1: 19,805 shares; 2025Q2: 18,497 shares; 2025Q3: 18,309 shares; 2025Q4: 18,000 shares; 2026Q1: 19,089 shares 19,089 $824K 0.04% +1,089 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 3,983 shares; 2025Q1: 4,058 shares; 2025Q2: 4,949 shares; 2025Q3: 5,037 shares; 2025Q4: 4,953 shares; 2026Q1: 4,513 shares 4,513 $822K 0.04% -440 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: 5,719 shares; 2024Q4: 33,985 shares; 2025Q1: 35,892 shares; 2025Q2: 30,173 shares; 2025Q3: 22,875 shares; 2025Q4: 16,528 shares; 2026Q1: 18,114 shares 18,114 $821K 0.04% +1,586 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,540 shares; 2025Q1: 4,357 shares; 2025Q2: 6,429 shares; 2025Q3: 4,408 shares; 2025Q4: 7,468 shares; 2026Q1: 11,184 shares 11,184 $814K 0.04% +3,716 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 571 shares; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,428 shares; 2025Q4: 1,434 shares; 2026Q1: 1,447 shares 1,447 $813K 0.04% +13 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: 9,149 shares; 2024Q4: 7,801 shares; 2025Q1: 6,588 shares; 2025Q2: 4,033 shares; 2025Q3: 5,162 shares; 2025Q4: 5,906 shares; 2026Q1: 5,152 shares 5,152 $800K 0.04% -754 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: 2,773 shares; 2024Q4: 7,388 shares; 2025Q1: 8,424 shares; 2025Q2: 8,633 shares; 2025Q3: 9,764 shares; 2025Q4: 9,208 shares; 2026Q1: 9,989 shares 9,989 $795K 0.04% +781 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: 15,038 shares; 2024Q4: 23,387 shares; 2025Q1: 18,777 shares; 2025Q2: 22,564 shares; 2025Q3: 24,423 shares; 2025Q4: 22,473 shares; 2026Q1: 27,280 shares 27,280 $791K 0.04% +4,807 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 15,531 shares; 2025Q1: 16,702 shares; 2025Q2: 15,915 shares; 2025Q3: 23,421 shares; 2025Q4: 12,853 shares; 2026Q1: 12,315 shares 12,315 $789K 0.04% -538 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 5,685 shares; 2025Q1: 5,328 shares; 2025Q2: 5,148 shares; 2025Q3: 5,373 shares; 2025Q4: 5,505 shares; 2026Q1: 5,434 shares 5,434 $789K 0.04% -71 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: 242 shares; 2024Q4: 243 shares; 2025Q1: 246 shares; 2025Q2: 223 shares; 2025Q3: 232 shares; 2025Q4: 240 shares; 2026Q1: 231 shares 231 $780K 0.04% -9 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 4,060 shares; 2025Q1: 4,089 shares; 2025Q2: 4,168 shares; 2025Q3: 4,440 shares; 2025Q4: 4,477 shares; 2026Q1: 4,515 shares 4,515 $777K 0.03% +38 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,861 shares; 2025Q4: 12,497 shares; 2026Q1: 19,031 shares 19,031 $776K 0.03% +6,534 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: 188 shares; 2024Q4: 3,213 shares; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 4,267 shares; 2025Q4: 2,954 shares; 2026Q1: 5,974 shares 5,974 $776K 0.03% +3,020 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: 6,261 shares; 2024Q4: 9,113 shares; 2025Q1: 9,152 shares; 2025Q2: 9,815 shares; 2025Q3: 10,076 shares; 2025Q4: 9,294 shares; 2026Q1: 9,838 shares 9,838 $774K 0.03% +544 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 1,623 shares; 2025Q1: not reported; 2025Q2: 14,290 shares; 2025Q3: 31,469 shares; 2025Q4: 39,477 shares; 2026Q1: 37,316 shares 37,316 $772K 0.03% -2,161 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 9,059 shares; 2025Q1: 9,740 shares; 2025Q2: 9,282 shares; 2025Q3: 9,742 shares; 2025Q4: 9,600 shares; 2026Q1: 9,719 shares 9,719 $772K 0.03% +119 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: 70,966 shares; 2024Q4: 73,015 shares; 2025Q1: 7,646 shares; 2025Q2: 6,697 shares; 2025Q3: 7,086 shares; 2025Q4: 6,599 shares; 2026Q1: 5,619 shares 5,619 $771K 0.03% -980 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: 17 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,493 shares 6,493 $770K 0.03% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 7,904 shares; 2025Q1: 8,088 shares; 2025Q2: 9,947 shares; 2025Q3: 10,984 shares; 2025Q4: 12,075 shares; 2026Q1: 19,502 shares 19,502 $762K 0.03% +7,427 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 4,793 shares; 2025Q1: 5,111 shares; 2025Q2: 5,049 shares; 2025Q3: 5,479 shares; 2025Q4: 6,309 shares; 2026Q1: 6,726 shares 6,726 $761K 0.03% +417 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 14,242 shares; 2025Q1: 12,065 shares; 2025Q2: 8,591 shares; 2025Q3: 8,055 shares; 2025Q4: 11,180 shares; 2026Q1: 10,875 shares 10,875 $754K 0.03% -305 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 571 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,476 shares; 2025Q4: 5,366 shares; 2026Q1: 9,095 shares 9,095 $750K 0.03% +3,729 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares 2,749 $748K 0.03% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 12,128 shares; 2025Q1: 10,969 shares; 2025Q2: 10,756 shares; 2025Q3: 10,482 shares; 2025Q4: 10,566 shares; 2026Q1: 10,574 shares 10,574 $742K 0.03% +8 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,275 shares; 2024Q4: 25,279 shares; 2025Q1: 24,799 shares; 2025Q2: 23,943 shares; 2025Q3: 23,861 shares; 2025Q4: 23,200 shares; 2026Q1: 31,968 shares 31,968 $740K 0.03% +8,768 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,284 shares; 2026Q1: 6,738 shares 6,738 $738K 0.03% +3,454 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: 76 shares; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,500 shares; 2025Q4: 1,441 shares; 2026Q1: 1,500 shares 1,500 $736K 0.03% +59 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,088 shares; 2025Q1: 2,219 shares; 2025Q2: 2,351 shares; 2025Q3: 2,976 shares; 2025Q4: 3,166 shares; 2026Q1: 2,680 shares 2,680 $735K 0.03% -486 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 8,031 shares; 2025Q4: 8,031 shares; 2026Q1: 8,031 shares 8,031 $734K 0.03% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,858 shares; 2025Q1: 6,917 shares; 2025Q2: 5,393 shares; 2025Q3: 4,188 shares; 2025Q4: 3,466 shares; 2026Q1: 4,447 shares 4,447 $733K 0.03% +981 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 6,475 shares; 2025Q1: 4,921 shares; 2025Q2: 2,820 shares; 2025Q3: 2,986 shares; 2025Q4: 3,091 shares; 2026Q1: 3,352 shares 3,352 $726K 0.03% +261 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,128 shares; 2026Q1: 12,386 shares 12,386 $724K 0.03% +6,258 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,109 shares; 2025Q1: not reported; 2025Q2: 12,206 shares; 2025Q3: 15,306 shares; 2025Q4: 30,790 shares; 2026Q1: 36,642 shares 36,642 $724K 0.03% +5,852 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 6,718 shares; 2025Q1: 6,650 shares; 2025Q2: 6,413 shares; 2025Q3: 3,448 shares; 2025Q4: 4,275 shares; 2026Q1: 3,640 shares 3,640 $722K 0.03% -635 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 9,373 shares; 2025Q1: 9,764 shares; 2025Q2: 7,679 shares; 2025Q3: 6,124 shares; 2025Q4: 6,738 shares; 2026Q1: 7,245 shares 7,245 $720K 0.03% +507 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: 4,845 shares; 2024Q4: 4,178 shares; 2025Q1: 4,504 shares; 2025Q2: 4,811 shares; 2025Q3: 4,957 shares; 2025Q4: 4,954 shares; 2026Q1: 5,440 shares 5,440 $712K 0.03% +486 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: 33,969 shares; 2024Q4: 36,619 shares; 2025Q1: 37,259 shares; 2025Q2: 37,303 shares; 2025Q3: 29,945 shares; 2025Q4: 28,641 shares; 2026Q1: 14,092 shares 14,092 $707K 0.03% -14,549 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,551 shares; 2025Q4: 7,901 shares; 2026Q1: 10,581 shares 10,581 $705K 0.03% +2,680 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares 2,348 $702K 0.03% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,871 shares; 2025Q1: 3,205 shares; 2025Q2: 3,420 shares; 2025Q3: 2,724 shares; 2025Q4: 2,546 shares; 2026Q1: 2,773 shares 2,773 $695K 0.03% +227 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 427 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares 2,030 $689K 0.03% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 5,366 shares; 2025Q1: 6,138 shares; 2025Q2: 7,511 shares; 2025Q3: 8,781 shares; 2025Q4: 9,364 shares; 2026Q1: 9,926 shares 9,926 $687K 0.03% +562 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,500 shares 8,500 $685K 0.03% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,999 shares; 2025Q4: 52,326 shares; 2026Q1: 85,698 shares 85,698 $680K 0.03% +33,372 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: 17,856 shares; 2024Q4: 18,511 shares; 2025Q1: 18,191 shares; 2025Q2: 16,205 shares; 2025Q3: 14,794 shares; 2025Q4: 14,701 shares; 2026Q1: 14,555 shares 14,555 $679K 0.03% -146 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: 2,152 shares; 2024Q4: 1,979 shares; 2025Q1: 2,202 shares; 2025Q2: 2,760 shares; 2025Q3: 2,564 shares; 2025Q4: 2,953 shares; 2026Q1: 5,394 shares 5,394 $677K 0.03% +2,441 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,292 shares; 2025Q1: 10,096 shares; 2025Q2: 13,414 shares; 2025Q3: 16,514 shares; 2025Q4: 20,883 shares; 2026Q1: 18,883 shares 18,883 $677K 0.03% -2,000 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 2,157 shares; 2025Q1: 2,192 shares; 2025Q2: 2,286 shares; 2025Q3: 2,181 shares; 2025Q4: 1,965 shares; 2026Q1: 2,454 shares 2,454 $675K 0.03% +489 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: 62 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,751 shares; 2026Q1: 1,751 shares 1,751 $671K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,189 shares; 2025Q1: 1,470 shares; 2025Q2: 5,406 shares; 2025Q3: 4,884 shares; 2025Q4: 4,325 shares; 2026Q1: 3,673 shares 3,673 $670K 0.03% -652 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 20,692 shares; 2025Q1: 19,646 shares; 2025Q2: 18,438 shares; 2025Q3: 21,026 shares; 2025Q4: 19,912 shares; 2026Q1: 17,979 shares 17,979 $669K 0.03% -1,933 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,420 shares; 2024Q4: 18,715 shares; 2025Q1: 19,055 shares; 2025Q2: 18,787 shares; 2025Q3: 20,286 shares; 2025Q4: 16,175 shares; 2026Q1: 16,573 shares 16,573 $661K 0.03% +398 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,068 shares; 2025Q1: 10,192 shares; 2025Q2: 8,745 shares; 2025Q3: 6,890 shares; 2025Q4: 5,580 shares; 2026Q1: 4,343 shares 4,343 $658K 0.03% -1,237 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 7,846 shares; 2025Q1: 8,051 shares; 2025Q2: 7,939 shares; 2025Q3: 6,419 shares; 2025Q4: 6,122 shares; 2026Q1: 7,100 shares 7,100 $654K 0.03% +978 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 10,429 shares; 2025Q1: 13,574 shares; 2025Q2: 13,284 shares; 2025Q3: 13,217 shares; 2025Q4: 13,726 shares; 2026Q1: 13,755 shares 13,755 $654K 0.03% +29 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,559 shares; 2024Q4: 33,496 shares; 2025Q1: 33,923 shares; 2025Q2: 28,098 shares; 2025Q3: 20,852 shares; 2025Q4: 18,523 shares; 2026Q1: 18,495 shares 18,495 $650K 0.03% -28 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: 5,072 shares; 2024Q4: 6,595 shares; 2025Q1: 8,943 shares; 2025Q2: 2,318 shares; 2025Q3: 2,686 shares; 2025Q4: 2,758 shares; 2026Q1: 2,624 shares 2,624 $648K 0.03% -134 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 3,280 shares; 2025Q1: 3,294 shares; 2025Q2: 4,124 shares; 2025Q3: 3,907 shares; 2025Q4: 3,828 shares; 2026Q1: 4,122 shares 4,122 $648K 0.03% +294 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,024 shares; 2025Q1: 1,399 shares; 2025Q2: 1,407 shares; 2025Q3: 1,208 shares; 2025Q4: 843 shares; 2026Q1: 1,069 shares 1,069 $646K 0.03% +226 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares 875 $646K 0.03% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443 shares; 2025Q1: not reported; 2025Q2: 19,733 shares; 2025Q3: 32,233 shares; 2025Q4: 68,536 shares; 2026Q1: 81,410 shares 81,410 $642K 0.03% +12,874 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: 278 shares; 2024Q4: 1,193 shares; 2025Q1: 1,209 shares; 2025Q2: 920 shares; 2025Q3: 969 shares; 2025Q4: 1,089 shares; 2026Q1: 716 shares 716 $641K 0.03% -373 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: 1,689 shares; 2024Q4: 1,309 shares; 2025Q1: 1,491 shares; 2025Q2: 1,088 shares; 2025Q3: 1,295 shares; 2025Q4: 1,350 shares; 2026Q1: 1,303 shares 1,303 $640K 0.03% -47 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: 1,351 shares; 2024Q4: 1,642 shares; 2025Q1: 1,716 shares; 2025Q2: 1,795 shares; 2025Q3: 1,253 shares; 2025Q4: 1,654 shares; 2026Q1: 1,387 shares 1,387 $639K 0.03% -267 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: 2,711 shares; 2024Q4: 1,148 shares; 2025Q1: not reported; 2025Q2: 4,138 shares; 2025Q3: 2,675 shares; 2025Q4: 2,526 shares; 2026Q1: 2,827 shares 2,827 $639K 0.03% +301 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,915 shares 2,915 $637K 0.03% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 1,432 shares; 2025Q1: not reported; 2025Q2: 1,886 shares; 2025Q3: 2,342 shares; 2025Q4: 3,010 shares; 2026Q1: 4,999 shares 4,999 $629K 0.03% +1,989 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,950 shares; 2025Q1: 3,993 shares; 2025Q2: 4,559 shares; 2025Q3: 4,308 shares; 2025Q4: 4,314 shares; 2026Q1: 2,736 shares 2,736 $629K 0.03% -1,578 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 529 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,217 shares; 2026Q1: 10,151 shares 10,151 $622K 0.03% +2,934 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 1,304 shares; 2025Q1: 1,421 shares; 2025Q2: 1,041 shares; 2025Q3: 1,150 shares; 2025Q4: 1,469 shares; 2026Q1: 1,711 shares 1,711 $621K 0.03% +242 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: 911 shares; 2024Q4: 2,496 shares; 2025Q1: 2,620 shares; 2025Q2: 2,262 shares; 2025Q3: 2,287 shares; 2025Q4: 2,203 shares; 2026Q1: 2,082 shares 2,082 $620K 0.03% -121 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: 3,275 shares; 2024Q4: 2,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,621 shares; 2025Q4: 2,791 shares; 2026Q1: 2,081 shares 2,081 $617K 0.03% -710 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,725 shares; 2025Q1: 4,929 shares; 2025Q2: 4,854 shares; 2025Q3: 5,020 shares; 2025Q4: 4,621 shares; 2026Q1: 4,218 shares 4,218 $617K 0.03% -403 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,043 shares; 2026Q1: 8,178 shares 8,178 $616K 0.03% +2,135 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 16,799 shares; 2025Q1: 17,509 shares; 2025Q2: 11,641 shares; 2025Q3: 11,968 shares; 2025Q4: 13,058 shares; 2026Q1: 13,394 shares 13,394 $616K 0.03% +336 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: 17,761 shares; 2024Q4: 29,974 shares; 2025Q1: 25,840 shares; 2025Q2: 20,011 shares; 2025Q3: 15,537 shares; 2025Q4: 10,950 shares; 2026Q1: 10,452 shares 10,452 $614K 0.03% -498 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,789 shares; 2025Q1: 1,861 shares; 2025Q2: 1,877 shares; 2025Q3: 1,904 shares; 2025Q4: 2,010 shares; 2026Q1: 1,869 shares 1,869 $614K 0.03% -141 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 167 shares; 2025Q1: not reported; 2025Q2: 9,656 shares; 2025Q3: 11,795 shares; 2025Q4: 19,347 shares; 2026Q1: 20,275 shares 20,275 $608K 0.03% +928 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,490 shares; 2025Q1: 2,031 shares; 2025Q2: 2,093 shares; 2025Q3: 2,104 shares; 2025Q4: 2,202 shares; 2026Q1: 2,612 shares 2,612 $602K 0.03% +410 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 1,472 shares; 2025Q1: 1,350 shares; 2025Q2: 988 shares; 2025Q3: 1,576 shares; 2025Q4: 1,699 shares; 2026Q1: 1,753 shares 1,753 $602K 0.03% +54 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 16,506 shares; 2025Q1: 14,847 shares; 2025Q2: 14,524 shares; 2025Q3: 13,875 shares; 2025Q4: 13,804 shares; 2026Q1: 15,470 shares 15,470 $601K 0.03% +1,666 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,062 shares 2,062 $598K 0.03% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 213 shares; 2025Q1: not reported; 2025Q2: 1,777 shares; 2025Q3: 2,251 shares; 2025Q4: 2,137 shares; 2026Q1: 2,615 shares 2,615 $597K 0.03% +478 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,683 shares; 2025Q1: 3,190 shares; 2025Q2: 2,537 shares; 2025Q3: 3,118 shares; 2025Q4: 3,212 shares; 2026Q1: 2,798 shares 2,798 $594K 0.03% -414 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: 303 shares; 2024Q4: 1,624 shares; 2025Q1: 1,412 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,677 shares; 2026Q1: 2,058 shares 2,058 $590K 0.03% +381 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: 1,493 shares; 2024Q4: 2,658 shares; 2025Q1: 2,852 shares; 2025Q2: 3,331 shares; 2025Q3: 3,822 shares; 2025Q4: 3,805 shares; 2026Q1: 4,179 shares 4,179 $582K 0.03% +374 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: 8,321 shares; 2024Q4: 6,731 shares; 2025Q1: 7,381 shares; 2025Q2: 6,834 shares; 2025Q3: 6,423 shares; 2025Q4: 5,167 shares; 2026Q1: 6,910 shares 6,910 $578K 0.03% +1,743 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: 656 shares; 2024Q4: 1,723 shares; 2025Q1: 1,718 shares; 2025Q2: 1,442 shares; 2025Q3: 1,442 shares; 2025Q4: 1,373 shares; 2026Q1: 1,452 shares 1,452 $576K 0.03% +79 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,957 shares; 2026Q1: 9,995 shares 9,995 $569K 0.03% +3,038 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 1,326 shares; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: 6,122 shares; 2025Q4: 6,123 shares; 2026Q1: 6,138 shares 6,138 $569K 0.03% +15 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,030 shares; 2026Q1: 9,823 shares 9,823 $569K 0.03% -207 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 539 shares; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,464 shares; 2025Q4: 1,644 shares; 2026Q1: 1,634 shares 1,634 $562K 0.03% -10 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,157 shares; 2025Q3: 11,997 shares; 2025Q4: 14,700 shares; 2026Q1: 40,360 shares 40,360 $559K 0.03% +25,660 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 1,124 shares; 2025Q1: not reported; 2025Q2: 17,959 shares; 2025Q3: 22,943 shares; 2025Q4: 25,941 shares; 2026Q1: 26,023 shares 26,023 $552K 0.02% +82 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: 12,420 shares 12,420 $552K 0.02% +6,720 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 481 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 666 shares; 2026Q1: 1,385 shares 1,385 $551K 0.02% +719 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 4,492 shares; 2025Q1: 1,494 shares; 2025Q2: 1,177 shares; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 3,189 shares 3,189 $551K 0.02% +1,293 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 981 shares; 2025Q1: not reported; 2025Q2: 2,090 shares; 2025Q3: 2,379 shares; 2025Q4: 2,293 shares; 2026Q1: 2,596 shares 2,596 $550K 0.02% +303 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: 843 shares; 2024Q4: 732 shares; 2025Q1: 1,475 shares; 2025Q2: 867 shares; 2025Q3: 460 shares; 2025Q4: 772 shares; 2026Q1: 976 shares 976 $550K 0.02% +204 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 6,474 shares; 2025Q1: 6,935 shares; 2025Q2: 8,099 shares; 2025Q3: 8,642 shares; 2025Q4: 7,562 shares; 2026Q1: 8,519 shares 8,519 $548K 0.02% +957 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,081 shares; 2026Q1: 2,650 shares 2,650 $546K 0.02% +569 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,467 shares; 2025Q1: 5,833 shares; 2025Q2: 3,937 shares; 2025Q3: 2,642 shares; 2025Q4: 2,214 shares; 2026Q1: 2,771 shares 2,771 $545K 0.02% +557 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,377 shares; 2024Q4: 4,497 shares; 2025Q1: 4,079 shares; 2025Q2: 13,919 shares; 2025Q3: 13,546 shares; 2025Q4: 10,315 shares; 2026Q1: 8,093 shares 8,093 $543K 0.02% -2,222 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 8,413 shares; 2025Q1: 10,159 shares; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 2,810 shares; 2026Q1: 1,999 shares 1,999 $541K 0.02% -811 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 2,669 shares; 2025Q1: 2,674 shares; 2025Q2: 2,503 shares; 2025Q3: 2,451 shares; 2025Q4: 2,479 shares; 2026Q1: 2,019 shares 2,019 $539K 0.02% -460 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 224 shares; 2025Q1: 249 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 221 shares; 2026Q1: 243 shares 243 $534K 0.02% +22 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,486 shares; 2025Q4: 1,324 shares; 2026Q1: 1,307 shares 1,307 $533K 0.02% -17 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 7,534 shares; 2025Q1: 7,267 shares; 2025Q2: 7,629 shares; 2025Q3: not reported; 2025Q4: 5,579 shares; 2026Q1: 6,244 shares 6,244 $528K 0.02% +665 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,606 shares; 2024Q4: 16,788 shares; 2025Q1: 16,333 shares; 2025Q2: 15,974 shares; 2025Q3: 15,877 shares; 2025Q4: 15,348 shares; 2026Q1: 10,668 shares 10,668 $528K 0.02% -4,680 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,255 shares; 2025Q1: 2,715 shares; 2025Q2: 2,770 shares; 2025Q3: 2,720 shares; 2025Q4: 2,778 shares; 2026Q1: 3,724 shares 3,724 $527K 0.02% +946 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 5,403 shares; 2025Q1: 5,549 shares; 2025Q2: 4,683 shares; 2025Q3: 4,897 shares; 2025Q4: 5,421 shares; 2026Q1: 7,083 shares 7,083 $524K 0.02% +1,662 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: 554 shares; 2024Q4: 823 shares; 2025Q1: not reported; 2025Q2: 2,772 shares; 2025Q3: 3,450 shares; 2025Q4: 5,112 shares; 2026Q1: 5,143 shares 5,143 $516K 0.02% +31 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,520 shares; 2026Q1: 19,713 shares 19,713 $514K 0.02% +2,193 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,235 shares; 2025Q1: 4,805 shares; 2025Q2: 4,585 shares; 2025Q3: 4,462 shares; 2025Q4: 4,475 shares; 2026Q1: 4,212 shares 4,212 $510K 0.02% -263 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 7,911 shares; 2025Q1: 7,854 shares; 2025Q2: 8,523 shares; 2025Q3: 9,335 shares; 2025Q4: 9,434 shares; 2026Q1: 9,811 shares 9,811 $510K 0.02% +377 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,164 shares; 2024Q4: 24,079 shares; 2025Q1: 24,244 shares; 2025Q2: 24,476 shares; 2025Q3: 23,961 shares; 2025Q4: 27,187 shares; 2026Q1: 15,360 shares 15,360 $509K 0.02% -11,827 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: 207 shares; 2024Q4: 2,794 shares; 2025Q1: 2,946 shares; 2025Q2: 3,166 shares; 2025Q3: 3,203 shares; 2025Q4: 3,184 shares; 2026Q1: 3,749 shares 3,749 $508K 0.02% +565 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: 480 shares; 2024Q4: 4,446 shares; 2025Q1: 1,890 shares; 2025Q2: not reported; 2025Q3: 1,916 shares; 2025Q4: 2,533 shares; 2026Q1: 4,002 shares 4,002 $505K 0.02% +1,469 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 6,374 shares; 2025Q1: 6,982 shares; 2025Q2: 2,974 shares; 2025Q3: 4,892 shares; 2025Q4: 5,452 shares; 2026Q1: 5,827 shares 5,827 $505K 0.02% +375 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,938 shares 1,938 $505K 0.02% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,828 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,034 shares; 2026Q1: 23,091 shares 23,091 $501K 0.02% +9,057 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,806 shares; 2025Q1: 2,815 shares; 2025Q2: 2,821 shares; 2025Q3: 2,009 shares; 2025Q4: 1,906 shares; 2026Q1: 1,905 shares 1,905 $499K 0.02% -1 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: 4,586 shares; 2024Q4: 4,639 shares; 2025Q1: 4,755 shares; 2025Q2: 4,890 shares; 2025Q3: 4,742 shares; 2025Q4: 5,277 shares; 2026Q1: 6,543 shares 6,543 $494K 0.02% +1,266 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,807 shares; 2025Q4: 8,807 shares; 2026Q1: 8,807 shares 8,807 $492K 0.02% 0 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: 3,001 shares; 2024Q4: 3,144 shares; 2025Q1: 3,155 shares; 2025Q2: 3,035 shares; 2025Q3: 2,920 shares; 2025Q4: 2,991 shares; 2026Q1: 3,014 shares 3,014 $490K 0.02% +23 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: 28,681 shares; 2024Q4: 78,082 shares; 2025Q1: 92,387 shares; 2025Q2: 91,996 shares; 2025Q3: 92,075 shares; 2025Q4: 55,452 shares; 2026Q1: 47,923 shares 47,923 $488K 0.02% -7,529 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: 11,933 shares; 2024Q4: 10,244 shares; 2025Q1: 10,941 shares; 2025Q2: 12,183 shares; 2025Q3: 13,873 shares; 2025Q4: 23,550 shares; 2026Q1: 18,602 shares 18,602 $482K 0.02% -4,948 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 5,028 shares; 2025Q1: not reported; 2025Q2: 12,452 shares; 2025Q3: 14,911 shares; 2025Q4: 23,451 shares; 2026Q1: 25,788 shares 25,788 $478K 0.02% +2,337 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 14,392 shares; 2025Q1: 14,806 shares; 2025Q2: 13,102 shares; 2025Q3: 13,168 shares; 2025Q4: 9,737 shares; 2026Q1: 7,200 shares 7,200 $477K 0.02% -2,537 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 6,137 shares; 2025Q1: 3,093 shares; 2025Q2: 3,189 shares; 2025Q3: 2,864 shares; 2025Q4: 2,378 shares; 2026Q1: 2,458 shares 2,458 $472K 0.02% +80 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,712 shares; 2025Q1: 1,818 shares; 2025Q2: 1,234 shares; 2025Q3: 1,098 shares; 2025Q4: not reported; 2026Q1: 766 shares 766 $463K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,230 shares; 2024Q4: 32,708 shares; 2025Q1: 40,069 shares; 2025Q2: 37,623 shares; 2025Q3: 28,228 shares; 2025Q4: 33,773 shares; 2026Q1: 16,084 shares 16,084 $462K 0.02% -17,689 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,817 shares; 2024Q4: 37,376 shares; 2025Q1: 36,423 shares; 2025Q2: 34,186 shares; 2025Q3: 32,537 shares; 2025Q4: 33,835 shares; 2026Q1: 26,265 shares 26,265 $461K 0.02% -7,570 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 6,489 shares; 2025Q1: 7,280 shares; 2025Q2: 8,772 shares; 2025Q3: 5,682 shares; 2025Q4: 4,948 shares; 2026Q1: 5,084 shares 5,084 $459K 0.02% +136 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 5,406 shares; 2025Q1: 5,486 shares; 2025Q2: 9,592 shares; 2025Q3: 10,309 shares; 2025Q4: 11,690 shares; 2026Q1: 11,337 shares 11,337 $457K 0.02% -353 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: 1,575 shares; 2024Q4: 1,654 shares; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 3,628 shares; 2025Q4: 4,420 shares; 2026Q1: 4,905 shares 4,905 $456K 0.02% +485 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $455K 0.02% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,479 shares; 2026Q1: 7,991 shares 7,991 $452K 0.02% +512 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,320 shares; 2025Q1: 7,017 shares; 2025Q2: 7,699 shares; 2025Q3: 8,232 shares; 2025Q4: 8,963 shares; 2026Q1: 6,822 shares 6,822 $450K 0.02% -2,141 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,994 shares 4,994 $449K 0.02% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 437 shares; 2025Q1: not reported; 2025Q2: 5,201 shares; 2025Q3: 6,964 shares; 2025Q4: 8,570 shares; 2026Q1: 10,602 shares 10,602 $448K 0.02% +2,032 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: 6,323 shares; 2024Q4: 6,050 shares; 2025Q1: not reported; 2025Q2: 7,026 shares; 2025Q3: 7,105 shares; 2025Q4: 7,381 shares; 2026Q1: 9,170 shares 9,170 $447K 0.02% +1,789 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares; 2025Q4: not reported; 2026Q1: 3,065 shares 3,065 $443K 0.02% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 7,146 shares; 2025Q1: 7,341 shares; 2025Q2: 6,820 shares; 2025Q3: 7,045 shares; 2025Q4: 5,455 shares; 2026Q1: 5,190 shares 5,190 $441K 0.02% -265 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: 170 shares; 2024Q4: 193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,248 shares; 2026Q1: 4,051 shares 4,051 $440K 0.02% +1,803 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 213 shares; 2025Q1: 221 shares; 2025Q2: 230 shares; 2025Q3: 233 shares; 2025Q4: 227 shares; 2026Q1: 233 shares 233 $439K 0.02% +6 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,538 shares; 2025Q1: 1,544 shares; 2025Q2: 1,534 shares; 2025Q3: 1,545 shares; 2025Q4: 1,602 shares; 2026Q1: 1,477 shares 1,477 $439K 0.02% -125 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 2,704 shares; 2025Q4: 2,377 shares; 2026Q1: 2,171 shares 2,171 $438K 0.02% -206 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 982 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,225 shares; 2025Q4: 1,262 shares; 2026Q1: 3,198 shares 3,198 $437K 0.02% +1,936 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 4,830 shares; 2026Q1: 9,116 shares 9,116 $437K 0.02% +4,286 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 5,065 shares; 2025Q1: 5,008 shares; 2025Q2: 4,540 shares; 2025Q3: 6,338 shares; 2025Q4: 6,631 shares; 2026Q1: 6,321 shares 6,321 $430K 0.02% -310 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,773 shares; 2025Q1: 11,773 shares; 2025Q2: 11,773 shares; 2025Q3: 11,773 shares; 2025Q4: 11,773 shares; 2026Q1: 6,540 shares 6,540 $428K 0.02% -5,233 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,185 shares; 2025Q1: 2,213 shares; 2025Q2: 1,225 shares; 2025Q3: 1,095 shares; 2025Q4: not reported; 2026Q1: 1,466 shares 1,466 $426K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 1,791 shares; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 2,773 shares; 2025Q4: 3,031 shares; 2026Q1: 3,033 shares 3,033 $423K 0.02% +2 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 165 shares; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 742 shares; 2025Q4: 784 shares; 2026Q1: 809 shares 809 $423K 0.02% +25 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,972 shares; 2025Q4: 9,356 shares; 2026Q1: 8,091 shares 8,091 $423K 0.02% -1,265 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,234 shares; 2026Q1: 8,111 shares 8,111 $421K 0.02% +877 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: 3,302 shares; 2024Q4: 893 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,921 shares 13,921 $419K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 774 shares; 2025Q1: not reported; 2025Q2: 3,752 shares; 2025Q3: 4,818 shares; 2025Q4: 5,147 shares; 2026Q1: 5,831 shares 5,831 $419K 0.02% +684 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: 132 shares; 2024Q4: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,175 shares; 2026Q1: 1,476 shares 1,476 $417K 0.02% +301 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: 52 shares; 2024Q4: 727 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,893 shares 2,893 $415K 0.02% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 3,245 shares; 2025Q1: 3,318 shares; 2025Q2: 3,101 shares; 2025Q3: 3,074 shares; 2025Q4: 3,067 shares; 2026Q1: 2,866 shares 2,866 $415K 0.02% -201 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 746 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,433 shares; 2026Q1: 1,446 shares 1,446 $415K 0.02% +13 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: 99 shares; 2024Q4: 97 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 440 shares; 2026Q1: 355 shares 355 $411K 0.02% -85 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,429 shares; 2026Q1: 7,882 shares 7,882 $410K 0.02% +3,453 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: 9,329 shares; 2024Q4: 9,661 shares; 2025Q1: 1,921 shares; 2025Q2: 1,876 shares; 2025Q3: 1,426 shares; 2025Q4: 1,949 shares; 2026Q1: 2,083 shares 2,083 $407K 0.02% +134 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 548 shares; 2026Q1: 559 shares 559 $407K 0.02% +11 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 2,390 shares; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: not reported; 2025Q4: 2,397 shares; 2026Q1: 4,444 shares 4,444 $404K 0.02% +2,047 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 12,392 shares; 2025Q1: 13,055 shares; 2025Q2: 10,972 shares; 2025Q3: 10,298 shares; 2025Q4: 9,467 shares; 2026Q1: 12,012 shares 12,012 $403K 0.02% +2,545 Timeline TFI 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: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 8,863 shares; 2025Q2: 8,863 shares; 2025Q3: 8,863 shares; 2025Q4: 8,863 shares; 2026Q1: 8,863 shares 8,863 $402K 0.02% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,804 shares; 2024Q4: 15,280 shares; 2025Q1: 15,145 shares; 2025Q2: 12,199 shares; 2025Q3: 12,015 shares; 2025Q4: 10,799 shares; 2026Q1: 7,510 shares 7,510 $401K 0.02% -3,289 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: 3,139 shares; 2024Q4: 3,269 shares; 2025Q1: 1,795 shares; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 1,476 shares; 2026Q1: 1,507 shares 1,507 $401K 0.02% +31 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 4,593 shares; 2025Q1: 4,708 shares; 2025Q2: 5,216 shares; 2025Q3: 5,504 shares; 2025Q4: 5,857 shares; 2026Q1: 5,655 shares 5,655 $400K 0.02% -202 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 2,349 shares; 2025Q1: 2,281 shares; 2025Q2: 2,325 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 1,952 shares 1,952 $399K 0.02% -192 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,366 shares; 2025Q4: 2,465 shares; 2026Q1: 3,229 shares 3,229 $398K 0.02% +764 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,780 shares; 2025Q1: 3,750 shares; 2025Q2: 3,416 shares; 2025Q3: 2,721 shares; 2025Q4: 2,912 shares; 2026Q1: 1,820 shares 1,820 $395K 0.02% -1,092 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $391K 0.02% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 3,276 shares; 2025Q1: 3,308 shares; 2025Q2: 2,419 shares; 2025Q3: 2,367 shares; 2025Q4: 1,916 shares; 2026Q1: 1,765 shares 1,765 $390K 0.02% -151 Timeline KPLT KATAPULT HOLDINGS INC More: the full row for KATAPULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,174 shares; 2024Q4: 55,174 shares; 2025Q1: 55,174 shares; 2025Q2: 55,174 shares; 2025Q3: 55,174 shares; 2025Q4: 55,174 shares; 2026Q1: 55,174 shares 55,174 $390K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 7,620 shares; 2025Q1: 8,212 shares; 2025Q2: 8,866 shares; 2025Q3: 9,035 shares; 2025Q4: 9,042 shares; 2026Q1: 6,207 shares 6,207 $389K 0.02% -2,835 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,249 shares; 2024Q4: 21,309 shares; 2025Q1: 23,630 shares; 2025Q2: 5,743 shares; 2025Q3: 5,794 shares; 2025Q4: 7,201 shares; 2026Q1: 6,860 shares 6,860 $389K 0.02% -341 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: 2,573 shares; 2024Q4: 1,807 shares; 2025Q1: 1,595 shares; 2025Q2: 979 shares; 2025Q3: 905 shares; 2025Q4: 1,337 shares; 2026Q1: 1,590 shares 1,590 $386K 0.02% +253 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: 2,035 shares; 2024Q4: 3,185 shares; 2025Q1: 3,202 shares; 2025Q2: 4,678 shares; 2025Q3: 4,993 shares; 2025Q4: 5,405 shares; 2026Q1: 5,347 shares 5,347 $385K 0.02% -58 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 2,731 shares; 2025Q1: 2,847 shares; 2025Q2: 2,841 shares; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares; 2026Q1: 2,831 shares 2,831 $380K 0.02% +240 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,607 shares; 2025Q1: 2,237 shares; 2025Q2: 2,393 shares; 2025Q3: 2,468 shares; 2025Q4: 2,410 shares; 2026Q1: 2,435 shares 2,435 $379K 0.02% +25 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,171 shares 40,171 $375K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,636 shares; 2025Q1: not reported; 2025Q2: 2,107 shares; 2025Q3: 2,468 shares; 2025Q4: 2,713 shares; 2026Q1: 3,155 shares 3,155 $374K 0.02% +442 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: 82 shares; 2024Q4: 3,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,101 shares; 2025Q4: 3,101 shares; 2026Q1: 3,101 shares 3,101 $374K 0.02% 0 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: 99 shares; 2024Q4: 1,304 shares; 2025Q1: 1,356 shares; 2025Q2: 1,384 shares; 2025Q3: 1,209 shares; 2025Q4: 925 shares; 2026Q1: 1,312 shares 1,312 $372K 0.02% +387 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: 2,898 shares; 2024Q4: 6,025 shares; 2025Q1: 6,628 shares; 2025Q2: 5,507 shares; 2025Q3: 5,958 shares; 2025Q4: 5,375 shares; 2026Q1: 6,072 shares 6,072 $368K 0.02% +697 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,391 shares; 2026Q1: 12,888 shares 12,888 $366K 0.02% +2,497 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: 2,851 shares; 2024Q4: 4,088 shares; 2025Q1: 4,242 shares; 2025Q2: 3,520 shares; 2025Q3: 3,658 shares; 2025Q4: 3,319 shares; 2026Q1: 3,173 shares 3,173 $365K 0.02% -146 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 3,657 shares 3,657 $365K 0.02% +1,241 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: 1,957 shares; 2024Q4: 2,229 shares; 2025Q1: not reported; 2025Q2: 5,551 shares; 2025Q3: 12,008 shares; 2025Q4: 7,028 shares; 2026Q1: 6,409 shares 6,409 $364K 0.02% -619 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: 313 shares; 2024Q4: 1,071 shares; 2025Q1: 1,172 shares; 2025Q2: 869 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,577 shares 1,577 $362K 0.02% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: 3,104 shares; 2025Q4: 3,101 shares; 2026Q1: 4,317 shares 4,317 $361K 0.02% +1,216 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,605 shares; 2024Q4: 18,622 shares; 2025Q1: 23,347 shares; 2025Q2: not reported; 2025Q3: 22,515 shares; 2025Q4: 25,723 shares; 2026Q1: 25,067 shares 25,067 $360K 0.02% -656 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 1,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,806 shares; 2026Q1: 16,908 shares 16,908 $358K 0.02% +8,102 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 5,066 shares; 2025Q1: 4,503 shares; 2025Q2: 4,485 shares; 2025Q3: 4,467 shares; 2025Q4: 2,386 shares; 2026Q1: 2,425 shares 2,425 $354K 0.02% +39 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,753 shares; 2025Q1: 7,063 shares; 2025Q2: 4,240 shares; 2025Q3: 2,723 shares; 2025Q4: not reported; 2026Q1: 2,571 shares 2,571 $352K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 5,828 shares; 2025Q1: 4,671 shares; 2025Q2: not reported; 2025Q3: 4,764 shares; 2025Q4: 6,772 shares; 2026Q1: 7,166 shares 7,166 $351K 0.02% +394 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 5,237 shares; 2025Q1: 5,479 shares; 2025Q2: 6,335 shares; 2025Q3: 8,094 shares; 2025Q4: 7,196 shares; 2026Q1: 5,765 shares 5,765 $348K 0.02% -1,431 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,871 shares; 2025Q1: 5,842 shares; 2025Q2: 4,700 shares; 2025Q3: 10,313 shares; 2025Q4: 10,562 shares; 2026Q1: 15,314 shares 15,314 $347K 0.02% +4,752 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,812 shares; 2025Q1: 1,831 shares; 2025Q2: 1,685 shares; 2025Q3: not reported; 2025Q4: 1,654 shares; 2026Q1: 1,631 shares 1,631 $345K 0.02% -23 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,924 shares; 2025Q4: 18,427 shares; 2026Q1: 47,432 shares 47,432 $344K 0.02% +29,005 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,496 shares 3,496 $341K 0.02% -354 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,442 shares 5,442 $340K 0.02% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,541 shares; 2025Q1: 2,956 shares; 2025Q2: 2,584 shares; 2025Q3: 2,573 shares; 2025Q4: 2,622 shares; 2026Q1: 2,371 shares 2,371 $340K 0.02% -251 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: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,520 shares 3,520 $336K 0.02% new 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: 1,615 shares; 2024Q4: 1,658 shares; 2025Q1: 2,304 shares; 2025Q2: 2,026 shares; 2025Q3: 2,007 shares; 2025Q4: 2,676 shares; 2026Q1: 2,560 shares 2,560 $336K 0.02% -116 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 2,499 shares; 2025Q1: 3,839 shares; 2025Q2: 2,882 shares; 2025Q3: 4,062 shares; 2025Q4: 5,463 shares; 2026Q1: 4,150 shares 4,150 $334K 0.02% -1,313 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: 2,909 shares; 2024Q4: 6,757 shares; 2025Q1: 6,025 shares; 2025Q2: 6,600 shares; 2025Q3: 5,981 shares; 2025Q4: 5,753 shares; 2026Q1: 7,360 shares 7,360 $333K 0.01% +1,607 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: 1,119 shares; 2024Q4: 1,377 shares; 2025Q1: 1,747 shares; 2025Q2: 1,826 shares; 2025Q3: 1,943 shares; 2025Q4: 2,050 shares; 2026Q1: 1,158 shares 1,158 $323K 0.01% -892 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: 459 shares; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,503 shares; 2026Q1: 2,980 shares 2,980 $323K 0.01% +477 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: 623 shares; 2024Q4: 485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,635 shares 7,635 $322K 0.01% new 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: 172 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,554 shares; 2026Q1: 3,452 shares 3,452 $322K 0.01% -2,102 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: 2,294 shares; 2024Q4: 1,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,370 shares; 2025Q4: 7,429 shares; 2026Q1: 6,178 shares 6,178 $317K 0.01% -1,251 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,422 shares; 2024Q4: 9,208 shares; 2025Q1: 11,115 shares; 2025Q2: 11,232 shares; 2025Q3: 10,819 shares; 2025Q4: 10,884 shares; 2026Q1: 5,742 shares 5,742 $317K 0.01% -5,142 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: 12,745 shares; 2024Q4: 14,978 shares; 2025Q1: 8,508 shares; 2025Q2: not reported; 2025Q3: 7,562 shares; 2025Q4: not reported; 2026Q1: 7,648 shares 7,648 $314K 0.01% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,540 shares; 2026Q1: 24,455 shares 24,455 $314K 0.01% -85 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 5,142 shares; 2025Q1: 4,837 shares; 2025Q2: 4,107 shares; 2025Q3: 4,683 shares; 2025Q4: 4,440 shares; 2026Q1: 4,320 shares 4,320 $313K 0.01% -120 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: 15 shares; 2024Q4: 44 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,445 shares; 2026Q1: 2,804 shares 2,804 $312K 0.01% -641 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: 79 shares; 2024Q4: 68 shares; 2025Q1: 93 shares; 2025Q2: 89 shares; 2025Q3: 108 shares; 2025Q4: 119 shares; 2026Q1: 74 shares 74 $312K 0.01% -45 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 2,949 shares; 2025Q1: not reported; 2025Q2: 4,173 shares; 2025Q3: 4,089 shares; 2025Q4: 4,811 shares; 2026Q1: 5,734 shares 5,734 $310K 0.01% +923 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,920 shares 5,920 $307K 0.01% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,891 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,232 shares 8,232 $306K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 4,881 shares; 2025Q1: 12,404 shares; 2025Q2: 12,426 shares; 2025Q3: 12,448 shares; 2025Q4: 12,161 shares; 2026Q1: 12,182 shares 12,182 $306K 0.01% +21 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,196 shares; 2025Q4: 9,196 shares; 2026Q1: 9,196 shares 9,196 $305K 0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,762 shares 2,762 $305K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,704 shares; 2024Q4: 158,237 shares; 2025Q1: 5,213 shares; 2025Q2: 5,168 shares; 2025Q3: 5,033 shares; 2025Q4: 5,428 shares; 2026Q1: 4,044 shares 4,044 $304K 0.01% -1,384 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,322 shares; 2025Q4: 8,356 shares; 2026Q1: 7,567 shares 7,567 $304K 0.01% -789 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 2,141 shares 2,141 $302K 0.01% +413 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 3,047 shares; 2025Q1: 2,903 shares; 2025Q2: 2,940 shares; 2025Q3: 2,697 shares; 2025Q4: 1,972 shares; 2026Q1: 2,824 shares 2,824 $302K 0.01% +852 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 4,577 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,968 shares; 2026Q1: 5,849 shares 5,849 $300K 0.01% +881 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 3,228 shares; 2025Q1: 3,729 shares; 2025Q2: 3,245 shares; 2025Q3: 3,673 shares; 2025Q4: not reported; 2026Q1: 3,633 shares 3,633 $298K 0.01% new 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: 3,848 shares; 2024Q4: 4,173 shares; 2025Q1: 4,639 shares; 2025Q2: 4,397 shares; 2025Q3: 4,918 shares; 2025Q4: 5,082 shares; 2026Q1: 2,490 shares 2,490 $298K 0.01% -2,592 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,568 shares 4,568 $297K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 2,157 shares; 2025Q1: 2,223 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,115 shares; 2026Q1: 2,133 shares 2,133 $296K 0.01% +18 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: 8,093 shares; 2024Q4: 4,849 shares; 2025Q1: 3,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $295K 0.01% new 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: 242 shares; 2024Q4: 322 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,582 shares; 2026Q1: 5,346 shares 5,346 $295K 0.01% +764 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 111,236 shares; 2025Q2: 304,298 shares; 2025Q3: 9,541 shares; 2025Q4: 4,765 shares; 2026Q1: 4,534 shares 4,534 $293K 0.01% -231 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,065 shares; 2025Q4: 7,611 shares; 2026Q1: 8,007 shares 8,007 $293K 0.01% +396 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 4,307 shares; 2026Q1: 4,216 shares 4,216 $293K 0.01% -91 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: not reported; 2026Q1: 429 shares 429 $292K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 1,767 shares; 2025Q1: 1,770 shares; 2025Q2: 1,765 shares; 2025Q3: 1,967 shares; 2025Q4: 1,595 shares; 2026Q1: 1,392 shares 1,392 $292K 0.01% -203 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,470 shares; 2025Q1: 1,460 shares; 2025Q2: 1,376 shares; 2025Q3: 1,391 shares; 2025Q4: 1,381 shares; 2026Q1: 1,148 shares 1,148 $292K 0.01% -233 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares 1,701 $290K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 1,008 shares; 2025Q1: 1,007 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 974 shares 974 $290K 0.01% -40 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: 1,150 shares; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: not reported; 2026Q1: 1,426 shares 1,426 $289K 0.01% new 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: 371 shares; 2024Q4: 418 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,676 shares; 2026Q1: 3,092 shares 3,092 $289K 0.01% +416 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 346 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,155 shares 5,155 $288K 0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,217 shares; 2025Q3: 13,376 shares; 2025Q4: 13,129 shares; 2026Q1: 14,101 shares 14,101 $287K 0.01% +972 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,603 shares; 2025Q1: not reported; 2025Q2: 5,423 shares; 2025Q3: 5,219 shares; 2025Q4: 5,216 shares; 2026Q1: 6,304 shares 6,304 $287K 0.01% +1,088 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,048 shares; 2025Q1: 1,968 shares; 2025Q2: 1,527 shares; 2025Q3: 1,529 shares; 2025Q4: 1,460 shares; 2026Q1: 842 shares 842 $285K 0.01% -618 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,605 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares; 2026Q1: 5,605 shares 5,605 $285K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,021 shares; 2026Q1: 589 shares 589 $283K 0.01% -432 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 4,559 shares; 2025Q1: 4,589 shares; 2025Q2: 6,664 shares; 2025Q3: 6,625 shares; 2025Q4: 6,179 shares; 2026Q1: 4,518 shares 4,518 $283K 0.01% -1,661 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 9,122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,623 shares; 2025Q4: 9,910 shares; 2026Q1: 16,481 shares 16,481 $282K 0.01% +6,571 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,088 shares; 2025Q1: 2,457 shares; 2025Q2: 1,431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,782 shares 1,782 $282K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 1,630 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,681 shares; 2025Q4: 2,181 shares; 2026Q1: 1,214 shares 1,214 $280K 0.01% -967 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 11,892 shares; 2025Q1: 16,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,634 shares 4,634 $279K 0.01% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,941 shares; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 4,059 shares; 2025Q4: 4,001 shares; 2026Q1: 3,347 shares 3,347 $275K 0.01% -654 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 2,992 shares; 2025Q1: 3,746 shares; 2025Q2: not reported; 2025Q3: 6,244 shares; 2025Q4: 4,618 shares; 2026Q1: 4,286 shares 4,286 $275K 0.01% -332 Timeline DGRS 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: 251,230 shares; 2024Q4: 264,457 shares; 2025Q1: 8,439 shares; 2025Q2: 9,184 shares; 2025Q3: 9,184 shares; 2025Q4: 9,184 shares; 2026Q1: 5,174 shares 5,174 $274K 0.01% -4,010 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,334 shares; 2026Q1: 2,429 shares 2,429 $274K 0.01% +95 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares 1,230 $273K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: 2,119 shares; 2025Q2: 2,266 shares; 2025Q3: 2,375 shares; 2025Q4: 2,069 shares; 2026Q1: 1,387 shares 1,387 $272K 0.01% -682 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 1,282 shares; 2025Q1: 1,386 shares; 2025Q2: 1,285 shares; 2025Q3: 1,659 shares; 2025Q4: 1,583 shares; 2026Q1: 1,590 shares 1,590 $270K 0.01% +7 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,213 shares 9,213 $270K 0.01% new Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,354 shares; 2026Q1: 18,848 shares 18,848 $269K 0.01% +5,494 Timeline