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: 194,009 shares; 2024Q4: 197,202 shares; 2025Q1: 397,138 shares; 2025Q2: 436,952 shares; 2025Q3: 545,837 shares; 2025Q4: 568,252 shares; 2026Q1: 587,776 shares 587,776 $53.9M 3.14% +19,524 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: 217,010 shares; 2024Q4: 214,153 shares; 2025Q1: 212,030 shares; 2025Q2: 206,946 shares; 2025Q3: 205,846 shares; 2025Q4: 202,317 shares; 2026Q1: 202,047 shares 202,047 $51.3M 2.99% -270 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: 47,262 shares; 2024Q4: 48,840 shares; 2025Q1: 51,950 shares; 2025Q2: 54,331 shares; 2025Q3: 64,350 shares; 2025Q4: 61,431 shares; 2026Q1: 60,789 shares 60,789 $39.5M 2.31% -642 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,321 shares; 2024Q4: 39,242 shares; 2025Q1: 761,857 shares; 2025Q2: 839,303 shares; 2025Q3: 766,815 shares; 2025Q4: 767,944 shares; 2026Q1: 772,289 shares 772,289 $39.3M 2.29% +4,345 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,459 shares; 2025Q4: 247,136 shares; 2026Q1: 774,368 shares 774,368 $39M 2.27% +527,232 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly 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: 735,802 shares 735,802 $38M 2.21% new Timeline AGG 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: 183,826 shares; 2024Q4: 194,716 shares; 2025Q1: 218,011 shares; 2025Q2: 228,714 shares; 2025Q3: 323,746 shares; 2025Q4: 332,281 shares; 2026Q1: 370,199 shares 370,199 $36.7M 2.14% +37,918 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: 83,721 shares; 2024Q4: 83,563 shares; 2025Q1: 83,999 shares; 2025Q2: 91,580 shares; 2025Q3: 92,842 shares; 2025Q4: 91,104 shares; 2026Q1: 91,381 shares 91,381 $33.8M 1.97% +277 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,002 shares; 2024Q4: 270,091 shares; 2025Q1: 179,467 shares; 2025Q2: 218,867 shares; 2025Q3: 252,651 shares; 2025Q4: 378,142 shares; 2026Q1: 272,249 shares 272,249 $25.5M 1.49% -105,893 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,667 shares; 2024Q4: 314,633 shares; 2025Q1: 353,590 shares; 2025Q2: 379,819 shares; 2025Q3: 534,721 shares; 2025Q4: 625,462 shares; 2026Q1: 747,275 shares 747,275 $25.5M 1.49% +121,813 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: 82,945 shares; 2024Q4: 80,639 shares; 2025Q1: 80,185 shares; 2025Q2: 82,574 shares; 2025Q3: 88,060 shares; 2025Q4: 85,308 shares; 2026Q1: 82,926 shares 82,926 $24.4M 1.42% -2,382 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: 170,010 shares; 2024Q4: 197,156 shares; 2025Q1: 204,815 shares; 2025Q2: 217,648 shares; 2025Q3: 252,671 shares; 2025Q4: 252,716 shares; 2026Q1: 249,625 shares 249,625 $24.2M 1.41% -3,091 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: 39,760 shares; 2024Q4: 39,901 shares; 2025Q1: 39,538 shares; 2025Q2: 39,494 shares; 2025Q3: 39,687 shares; 2025Q4: 39,629 shares; 2026Q1: 38,317 shares 38,317 $22.9M 1.34% -1,312 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: 100,743 shares; 2024Q4: 83,778 shares; 2025Q1: 81,597 shares; 2025Q2: 94,172 shares; 2025Q3: 80,033 shares; 2025Q4: 76,648 shares; 2026Q1: 69,321 shares 69,321 $21.5M 1.25% -7,327 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: 72,779 shares; 2024Q4: 72,257 shares; 2025Q1: 74,335 shares; 2025Q2: 76,579 shares; 2025Q3: 79,805 shares; 2025Q4: 80,856 shares; 2026Q1: 73,941 shares 73,941 $21.3M 1.24% -6,915 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: 105,946 shares; 2024Q4: 111,129 shares; 2025Q1: 115,128 shares; 2025Q2: 119,578 shares; 2025Q3: 131,362 shares; 2025Q4: 128,163 shares; 2026Q1: 124,241 shares 124,241 $21.1M 1.23% -3,922 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: 72,630 shares; 2024Q4: 74,773 shares; 2025Q1: 71,481 shares; 2025Q2: 68,920 shares; 2025Q3: 74,151 shares; 2025Q4: 89,126 shares; 2026Q1: 98,886 shares 98,886 $20.6M 1.2% +9,760 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: 111,654 shares; 2024Q4: 107,223 shares; 2025Q1: 104,911 shares; 2025Q2: 121,122 shares; 2025Q3: 96,242 shares; 2025Q4: 92,261 shares; 2026Q1: 60,128 shares 60,128 $20.3M 1.18% -32,133 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: 169,289 shares; 2024Q4: 180,835 shares; 2025Q1: 213,880 shares; 2025Q2: 229,661 shares; 2025Q3: 252,169 shares; 2025Q4: 249,330 shares; 2026Q1: 268,679 shares 268,679 $20M 1.17% +19,349 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,031 shares; 2024Q4: 523,136 shares; 2025Q1: 461,756 shares; 2025Q2: 508,041 shares; 2025Q3: 573,926 shares; 2025Q4: 663,580 shares; 2026Q1: 656,440 shares 656,440 $19.1M 1.12% -7,140 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: 37,751 shares; 2024Q4: 42,964 shares; 2025Q1: 50,875 shares; 2025Q2: 54,948 shares; 2025Q3: 65,280 shares; 2025Q4: 70,676 shares; 2026Q1: 70,070 shares 70,070 $17.4M 1.01% -606 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: 187,960 shares; 2024Q4: 198,536 shares; 2025Q1: 225,573 shares; 2025Q2: 240,237 shares; 2025Q3: 271,251 shares; 2025Q4: 277,963 shares; 2026Q1: 304,501 shares 304,501 $17.3M 1.01% +26,538 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: 75,753 shares; 2024Q4: 75,573 shares; 2025Q1: 74,771 shares; 2025Q2: 82,911 shares; 2025Q3: 98,567 shares; 2025Q4: 91,033 shares; 2026Q1: 96,522 shares 96,522 $16.8M 0.98% +5,489 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: 13,218 shares; 2024Q4: 16,184 shares; 2025Q1: 17,782 shares; 2025Q2: 22,947 shares; 2025Q3: 24,368 shares; 2025Q4: 42,502 shares; 2026Q1: 48,577 shares 48,577 $16.4M 0.96% +6,075 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: 77,865 shares; 2024Q4: 89,979 shares; 2025Q1: 112,296 shares; 2025Q2: 121,136 shares; 2025Q3: 150,204 shares; 2025Q4: 180,928 shares; 2026Q1: 164,548 shares 164,548 $16M 0.93% -16,380 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 26,866 shares; 2025Q1: 41,306 shares; 2025Q2: 47,374 shares; 2025Q3: 48,437 shares; 2025Q4: 48,768 shares; 2026Q1: 44,582 shares 44,582 $15.2M 0.89% -4,186 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: 8,722 shares; 2024Q4: 8,812 shares; 2025Q1: 12,764 shares; 2025Q2: 14,062 shares; 2025Q3: 13,678 shares; 2025Q4: 13,196 shares; 2026Q1: 10,028 shares 10,028 $14.8M 0.86% -3,168 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: 14,512 shares; 2024Q4: 14,305 shares; 2025Q1: 14,282 shares; 2025Q2: 13,922 shares; 2025Q3: 14,536 shares; 2025Q4: 14,160 shares; 2026Q1: 14,238 shares 14,238 $14.2M 0.83% +78 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: 44,409 shares; 2024Q4: 44,261 shares; 2025Q1: 44,078 shares; 2025Q2: 46,231 shares; 2025Q3: 45,017 shares; 2025Q4: 45,343 shares; 2026Q1: 46,747 shares 46,747 $14.1M 0.82% +1,404 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: 21,189 shares; 2024Q4: 21,207 shares; 2025Q1: 22,582 shares; 2025Q2: 23,379 shares; 2025Q3: 24,346 shares; 2025Q4: 24,476 shares; 2026Q1: 23,950 shares 23,950 $13.7M 0.8% -526 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: 17,781 shares; 2024Q4: 17,696 shares; 2025Q1: 17,407 shares; 2025Q2: 17,244 shares; 2025Q3: 17,140 shares; 2025Q4: 17,748 shares; 2026Q1: 17,164 shares 17,164 $11.2M 0.65% -584 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: 33,060 shares; 2024Q4: 32,418 shares; 2025Q1: 33,485 shares; 2025Q2: 35,147 shares; 2025Q3: 34,657 shares; 2025Q4: 35,332 shares; 2026Q1: 32,433 shares 32,433 $10.6M 0.62% -2,899 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,545 shares; 2024Q4: 47,246 shares; 2025Q1: 42,169 shares; 2025Q2: 41,380 shares; 2025Q3: 37,887 shares; 2025Q4: 35,966 shares; 2026Q1: 36,692 shares 36,692 $10.5M 0.61% +726 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: 22,767 shares; 2024Q4: 22,914 shares; 2025Q1: 21,596 shares; 2025Q2: 22,924 shares; 2025Q3: 23,237 shares; 2025Q4: 23,215 shares; 2026Q1: 23,223 shares 23,223 $10.1M 0.59% +8 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: 8,698 shares; 2024Q4: 8,825 shares; 2025Q1: 9,155 shares; 2025Q2: 11,318 shares; 2025Q3: 10,986 shares; 2025Q4: 11,557 shares; 2026Q1: 10,983 shares 10,983 $9.5M 0.55% -574 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: 7,856 shares; 2024Q4: 7,830 shares; 2025Q1: 7,778 shares; 2025Q2: 8,830 shares; 2025Q3: 8,926 shares; 2025Q4: 18,652 shares; 2026Q1: 17,236 shares 17,236 $9.27M 0.54% -1,416 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: 20,455 shares; 2024Q4: 20,697 shares; 2025Q1: 23,476 shares; 2025Q2: 21,971 shares; 2025Q3: 20,884 shares; 2025Q4: 20,736 shares; 2026Q1: 18,616 shares 18,616 $8.92M 0.52% -2,120 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,132 shares; 2024Q4: 28,315 shares; 2025Q1: 29,332 shares; 2025Q2: 33,125 shares; 2025Q3: 32,816 shares; 2025Q4: 33,157 shares; 2026Q1: 29,805 shares 29,805 $8.9M 0.52% -3,352 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,136 shares; 2024Q4: 33,557 shares; 2025Q1: 43,423 shares; 2025Q2: 49,459 shares; 2025Q3: 50,000 shares; 2025Q4: 51,162 shares; 2026Q1: 43,886 shares 43,886 $8.68M 0.51% -7,276 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,933 shares; 2024Q4: 64,236 shares; 2025Q1: 69,945 shares; 2025Q2: 73,583 shares; 2025Q3: 89,639 shares; 2025Q4: 94,323 shares; 2026Q1: 104,999 shares 104,999 $8.32M 0.49% +10,676 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: 7,154 shares; 2024Q4: 7,171 shares; 2025Q1: 8,582 shares; 2025Q2: 8,599 shares; 2025Q3: 9,036 shares; 2025Q4: 8,629 shares; 2026Q1: 8,892 shares 8,892 $8.18M 0.48% +263 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,012 shares; 2024Q4: 116,904 shares; 2025Q1: 116,907 shares; 2025Q2: 116,221 shares; 2025Q3: 116,221 shares; 2025Q4: 116,221 shares; 2026Q1: 117,448 shares 117,448 $7.98M 0.47% +1,227 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: 45,488 shares; 2024Q4: 45,299 shares; 2025Q1: 47,190 shares; 2025Q2: 43,712 shares; 2025Q3: 38,126 shares; 2025Q4: 36,180 shares; 2026Q1: 31,877 shares 31,877 $7.79M 0.45% -4,303 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: 24,972 shares; 2024Q4: 30,336 shares; 2025Q1: 33,431 shares; 2025Q2: 34,060 shares; 2025Q3: 36,331 shares; 2025Q4: 35,540 shares; 2026Q1: 37,239 shares 37,239 $7.7M 0.45% +1,699 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: 28,183 shares; 2024Q4: 28,636 shares; 2025Q1: 29,853 shares; 2025Q2: 27,352 shares; 2025Q3: 26,497 shares; 2025Q4: 26,823 shares; 2026Q1: 24,174 shares 24,174 $7.59M 0.44% -2,649 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: not reported; 2024Q4: not reported; 2025Q1: 70,695 shares; 2025Q2: 77,529 shares; 2025Q3: 101,679 shares; 2025Q4: 109,527 shares; 2026Q1: 111,732 shares 111,732 $7.41M 0.43% +2,205 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: 35,071 shares; 2024Q4: 37,881 shares; 2025Q1: 49,646 shares; 2025Q2: 51,771 shares; 2025Q3: 50,826 shares; 2025Q4: 48,755 shares; 2026Q1: 50,213 shares 50,213 $7.39M 0.43% +1,458 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: 33,781 shares; 2024Q4: 33,723 shares; 2025Q1: 35,010 shares; 2025Q2: 35,184 shares; 2025Q3: 35,392 shares; 2025Q4: 35,490 shares; 2026Q1: 36,886 shares 36,886 $7.24M 0.42% +1,396 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: 14,332 shares; 2024Q4: 15,215 shares; 2025Q1: 15,802 shares; 2025Q2: 16,255 shares; 2025Q3: 23,665 shares; 2025Q4: 19,643 shares; 2026Q1: 19,401 shares 19,401 $7.21M 0.42% -242 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: 51,379 shares; 2024Q4: 51,554 shares; 2025Q1: 51,260 shares; 2025Q2: 51,379 shares; 2025Q3: 51,645 shares; 2025Q4: 46,952 shares; 2026Q1: 47,935 shares 47,935 $6.92M 0.4% +983 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: 14,314 shares; 2024Q4: 14,471 shares; 2025Q1: 14,014 shares; 2025Q2: 14,184 shares; 2025Q3: 15,411 shares; 2025Q4: 13,538 shares; 2026Q1: 13,812 shares 13,812 $6.9M 0.4% +274 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: 6,640 shares; 2024Q4: 6,700 shares; 2025Q1: 7,157 shares; 2025Q2: 8,086 shares; 2025Q3: 7,780 shares; 2025Q4: 7,906 shares; 2026Q1: 9,227 shares 9,227 $6.72M 0.39% +1,321 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,686 shares; 2024Q4: 42,587 shares; 2025Q1: 47,414 shares; 2025Q2: 50,378 shares; 2025Q3: 70,373 shares; 2025Q4: 69,747 shares; 2026Q1: 74,783 shares 74,783 $6.63M 0.39% +5,036 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,856 shares; 2024Q4: 21,085 shares; 2025Q1: 42,922 shares; 2025Q2: 46,749 shares; 2025Q3: 48,157 shares; 2025Q4: 48,858 shares; 2026Q1: 55,349 shares 55,349 $6.57M 0.38% +6,491 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,680 shares; 2024Q4: 24,096 shares; 2025Q1: 24,631 shares; 2025Q2: 34,371 shares; 2025Q3: 34,256 shares; 2025Q4: 34,995 shares; 2026Q1: 32,319 shares 32,319 $6.38M 0.37% -2,676 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,922 shares; 2025Q3: 32,461 shares; 2025Q4: 39,727 shares; 2026Q1: 36,485 shares 36,485 $6.22M 0.36% -3,242 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: 21,538 shares; 2024Q4: 17,729 shares; 2025Q1: 19,771 shares; 2025Q2: 21,818 shares; 2025Q3: 20,144 shares; 2025Q4: 20,261 shares; 2026Q1: 21,209 shares 21,209 $6.02M 0.35% +948 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: 56,079 shares; 2024Q4: 47,191 shares; 2025Q1: 45,976 shares; 2025Q2: 41,748 shares; 2025Q3: 42,056 shares; 2025Q4: 46,449 shares; 2026Q1: 48,729 shares 48,729 $5.86M 0.34% +2,280 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: 2,127 shares; 2024Q4: 2,125 shares; 2025Q1: 1,240 shares; 2025Q2: 1,455 shares; 2025Q3: 1,340 shares; 2025Q4: 1,264 shares; 2026Q1: 1,734 shares 1,734 $5.86M 0.34% +470 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,921 shares; 2024Q4: 25,287 shares; 2025Q1: 21,323 shares; 2025Q2: 22,515 shares; 2025Q3: 22,037 shares; 2025Q4: 22,323 shares; 2026Q1: 20,076 shares 20,076 $5.86M 0.34% -2,247 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,541 shares; 2024Q4: 30,068 shares; 2025Q1: 40,065 shares; 2025Q2: 48,717 shares; 2025Q3: 54,051 shares; 2025Q4: 53,525 shares; 2026Q1: 52,220 shares 52,220 $5.82M 0.34% -1,305 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: 19,102 shares; 2024Q4: 18,759 shares; 2025Q1: 18,869 shares; 2025Q2: 18,811 shares; 2025Q3: 25,905 shares; 2025Q4: 22,075 shares; 2026Q1: 23,745 shares 23,745 $5.76M 0.34% +1,670 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: 22,326 shares; 2024Q4: 25,453 shares; 2025Q1: 26,218 shares; 2025Q2: 27,317 shares; 2025Q3: 26,464 shares; 2025Q4: 25,121 shares; 2026Q1: 26,461 shares 26,461 $5.76M 0.34% +1,340 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: 18,659 shares; 2024Q4: 18,710 shares; 2025Q1: 19,126 shares; 2025Q2: 19,019 shares; 2025Q3: 20,142 shares; 2025Q4: 17,458 shares; 2026Q1: 17,086 shares 17,086 $5.62M 0.33% -372 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: 18,135 shares; 2024Q4: 18,362 shares; 2025Q1: 18,362 shares; 2025Q2: 20,855 shares; 2025Q3: 20,756 shares; 2025Q4: 20,988 shares; 2026Q1: 18,486 shares 18,486 $5.59M 0.33% -2,502 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: 3,844 shares; 2024Q4: 3,886 shares; 2025Q1: 4,235 shares; 2025Q2: 4,602 shares; 2025Q3: 5,034 shares; 2025Q4: 4,475 shares; 2026Q1: 4,197 shares 4,197 $5.54M 0.32% -278 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: 26,485 shares; 2024Q4: 26,472 shares; 2025Q1: 26,489 shares; 2025Q2: 25,328 shares; 2025Q3: 25,279 shares; 2025Q4: 29,359 shares; 2026Q1: 25,643 shares 25,643 $5.51M 0.32% -3,716 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: 91,377 shares; 2024Q4: 91,890 shares; 2025Q1: 88,865 shares; 2025Q2: 88,805 shares; 2025Q3: 103,649 shares; 2025Q4: 99,022 shares; 2026Q1: 112,812 shares 112,812 $5.5M 0.32% +13,790 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: 8,472 shares; 2024Q4: 10,603 shares; 2025Q1: 10,415 shares; 2025Q2: 9,912 shares; 2025Q3: 11,559 shares; 2025Q4: 9,688 shares; 2026Q1: 7,690 shares 7,690 $5.45M 0.32% -1,998 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 59,864 shares; 2025Q1: 59,881 shares; 2025Q2: 64,255 shares; 2025Q3: 60,713 shares; 2025Q4: 62,197 shares; 2026Q1: 58,438 shares 58,438 $5.39M 0.31% -3,759 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,637 shares; 2024Q4: 276,776 shares; 2025Q1: 305,106 shares; 2025Q2: 328,009 shares; 2025Q3: 337,257 shares; 2025Q4: 332,871 shares; 2026Q1: 252,385 shares 252,385 $5.38M 0.31% -80,486 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: 28,905 shares; 2024Q4: 31,955 shares; 2025Q1: 31,497 shares; 2025Q2: 31,727 shares; 2025Q3: 34,259 shares; 2025Q4: 34,049 shares; 2026Q1: 34,648 shares 34,648 $5.38M 0.31% +599 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: 32,443 shares; 2024Q4: 32,717 shares; 2025Q1: 36,406 shares; 2025Q2: 33,544 shares; 2025Q3: 38,211 shares; 2025Q4: 32,261 shares; 2026Q1: 27,499 shares 27,499 $5.3M 0.31% -4,762 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: 135,782 shares; 2024Q4: 120,144 shares; 2025Q1: 117,970 shares; 2025Q2: 116,730 shares; 2025Q3: 121,365 shares; 2025Q4: 112,233 shares; 2026Q1: 105,407 shares 105,407 $5.29M 0.31% -6,826 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,933 shares; 2025Q3: 34,316 shares; 2025Q4: 32,814 shares; 2026Q1: 25,540 shares 25,540 $5.24M 0.31% -7,274 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,754 shares; 2025Q4: 34,610 shares; 2026Q1: 69,178 shares 69,178 $5.11M 0.3% +34,568 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: 11,919 shares; 2024Q4: 14,048 shares; 2025Q1: 15,086 shares; 2025Q2: 16,230 shares; 2025Q3: 16,692 shares; 2025Q4: 16,751 shares; 2026Q1: 17,781 shares 17,781 $5.11M 0.3% +1,030 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,195 shares; 2024Q4: 113,640 shares; 2025Q1: 124,794 shares; 2025Q2: 151,148 shares; 2025Q3: 186,650 shares; 2025Q4: 179,554 shares; 2026Q1: 179,591 shares 179,591 $5.04M 0.29% +37 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,646 shares; 2024Q4: 35,324 shares; 2025Q1: 36,481 shares; 2025Q2: 41,527 shares; 2025Q3: 53,932 shares; 2025Q4: 32,806 shares; 2026Q1: 113,257 shares 113,257 $5.03M 0.29% +80,451 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: 13,139 shares; 2024Q4: 15,039 shares; 2025Q1: 16,546 shares; 2025Q2: 16,952 shares; 2025Q3: 16,725 shares; 2025Q4: 15,952 shares; 2026Q1: 14,174 shares 14,174 $4.99M 0.29% -1,778 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: 88,254 shares; 2024Q4: 87,147 shares; 2025Q1: 92,334 shares; 2025Q2: 101,380 shares; 2025Q3: 113,281 shares; 2025Q4: 107,446 shares; 2026Q1: 107,596 shares 107,596 $4.95M 0.29% +150 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,964 shares; 2024Q4: 77,286 shares; 2025Q1: 79,825 shares; 2025Q2: 89,411 shares; 2025Q3: 133,095 shares; 2025Q4: 134,247 shares; 2026Q1: 121,905 shares 121,905 $4.94M 0.29% -12,342 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: 12,479 shares; 2024Q4: 12,433 shares; 2025Q1: 12,007 shares; 2025Q2: 11,760 shares; 2025Q3: 11,948 shares; 2025Q4: 12,124 shares; 2026Q1: 11,515 shares 11,515 $4.91M 0.29% -609 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,500 shares; 2024Q4: 68,384 shares; 2025Q1: 71,707 shares; 2025Q2: 71,707 shares; 2025Q3: 67,707 shares; 2025Q4: 66,667 shares; 2026Q1: 78,746 shares 78,746 $4.91M 0.29% +12,079 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: 34,686 shares; 2024Q4: 34,666 shares; 2025Q1: 35,060 shares; 2025Q2: 35,432 shares; 2025Q3: 46,817 shares; 2025Q4: 40,892 shares; 2026Q1: 39,400 shares 39,400 $4.9M 0.29% -1,492 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: 7,090 shares; 2024Q4: 7,095 shares; 2025Q1: 8,682 shares; 2025Q2: 9,060 shares; 2025Q3: 34,754 shares; 2025Q4: 24,247 shares; 2026Q1: 25,160 shares 25,160 $4.83M 0.28% +913 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: 76,293 shares; 2024Q4: 67,548 shares; 2025Q1: 64,566 shares; 2025Q2: 68,946 shares; 2025Q3: 75,773 shares; 2025Q4: 74,311 shares; 2026Q1: 72,907 shares 72,907 $4.81M 0.28% -1,404 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,891 shares; 2024Q4: 120,891 shares; 2025Q1: 120,891 shares; 2025Q2: 120,891 shares; 2025Q3: 115,091 shares; 2025Q4: 98,091 shares; 2026Q1: 98,091 shares 98,091 $4.75M 0.28% 0 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: 10,404 shares; 2024Q4: 8,031 shares; 2025Q1: 8,133 shares; 2025Q2: 40,329 shares; 2025Q3: 38,564 shares; 2025Q4: 38,982 shares; 2026Q1: 35,090 shares 35,090 $4.75M 0.28% -3,892 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,135 shares; 2024Q4: 80,135 shares; 2025Q1: 80,135 shares; 2025Q2: 80,135 shares; 2025Q3: 75,635 shares; 2025Q4: 75,635 shares; 2026Q1: 75,635 shares 75,635 $4.72M 0.28% 0 Timeline HYG 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: 6,364 shares; 2024Q4: 15,583 shares; 2025Q1: 21,814 shares; 2025Q2: 28,442 shares; 2025Q3: 55,431 shares; 2025Q4: 56,012 shares; 2026Q1: 59,208 shares 59,208 $4.71M 0.27% +3,196 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: 4,047 shares; 2024Q4: 3,777 shares; 2025Q1: 4,233 shares; 2025Q2: 4,481 shares; 2025Q3: 8,232 shares; 2025Q4: 8,429 shares; 2026Q1: 9,423 shares 9,423 $4.63M 0.27% +994 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: not reported; 2025Q2: 5,636 shares; 2025Q3: 5,830 shares; 2025Q4: 5,967 shares; 2026Q1: 6,127 shares 6,127 $4.52M 0.26% +160 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,679 shares; 2024Q4: 40,674 shares; 2025Q1: 47,469 shares; 2025Q2: 53,163 shares; 2025Q3: 57,846 shares; 2025Q4: 59,883 shares; 2026Q1: 63,829 shares 63,829 $4.48M 0.26% +3,946 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: 58,348 shares; 2024Q4: 56,810 shares; 2025Q1: 56,158 shares; 2025Q2: 55,663 shares; 2025Q3: 65,728 shares; 2025Q4: 57,119 shares; 2026Q1: 57,263 shares 57,263 $4.44M 0.26% +144 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: 48,346 shares; 2024Q4: 52,807 shares; 2025Q1: 50,046 shares; 2025Q2: 51,919 shares; 2025Q3: 69,008 shares; 2025Q4: 65,517 shares; 2026Q1: 53,735 shares 53,735 $4.28M 0.25% -11,782 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,968 shares; 2024Q4: 26,885 shares; 2025Q1: 27,075 shares; 2025Q2: 27,097 shares; 2025Q3: 27,003 shares; 2025Q4: 27,165 shares; 2026Q1: 28,260 shares 28,260 $4.19M 0.24% +1,095 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: 30,099 shares; 2024Q4: 27,611 shares; 2025Q1: 27,145 shares; 2025Q2: 21,208 shares; 2025Q3: 21,356 shares; 2025Q4: 25,140 shares; 2026Q1: 25,055 shares 25,055 $4.14M 0.24% -85 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: 37,984 shares; 2024Q4: 37,985 shares; 2025Q1: 37,303 shares; 2025Q2: 37,681 shares; 2025Q3: 41,701 shares; 2025Q4: 44,337 shares; 2026Q1: 43,904 shares 43,904 $4.1M 0.24% -433 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,661 shares; 2024Q4: 10,537 shares; 2025Q1: 20,423 shares; 2025Q2: 21,213 shares; 2025Q3: 20,749 shares; 2025Q4: 11,881 shares; 2026Q1: 13,833 shares 13,833 $4.05M 0.24% +1,952 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 8,076 shares; 2025Q1: 9,718 shares; 2025Q2: 9,479 shares; 2025Q3: 9,345 shares; 2025Q4: 9,464 shares; 2026Q1: 7,431 shares 7,431 $4.04M 0.24% -2,033 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: 12,637 shares; 2024Q4: 12,660 shares; 2025Q1: 11,500 shares; 2025Q2: 7,784 shares; 2025Q3: 21,765 shares; 2025Q4: 26,242 shares; 2026Q1: 43,060 shares 43,060 $3.97M 0.23% +16,818 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: 16,957 shares; 2024Q4: 17,037 shares; 2025Q1: 18,769 shares; 2025Q2: 16,062 shares; 2025Q3: 15,827 shares; 2025Q4: 10,171 shares; 2026Q1: 14,356 shares 14,356 $3.88M 0.23% +4,185 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,714 shares; 2024Q4: 34,391 shares; 2025Q1: 35,466 shares; 2025Q2: 15,880 shares; 2025Q3: 14,285 shares; 2025Q4: 14,255 shares; 2026Q1: 13,393 shares 13,393 $3.84M 0.22% -862 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: 54,289 shares; 2024Q4: 42,363 shares; 2025Q1: 54,554 shares; 2025Q2: 34,043 shares; 2025Q3: 35,134 shares; 2025Q4: 20,782 shares; 2026Q1: 37,808 shares 37,808 $3.72M 0.22% +17,026 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 11,227 shares; 2025Q1: 15,533 shares; 2025Q2: 16,465 shares; 2025Q3: 18,385 shares; 2025Q4: 17,901 shares; 2026Q1: 12,293 shares 12,293 $3.72M 0.22% -5,608 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,418 shares; 2026Q1: 136,178 shares 136,178 $3.67M 0.21% -16,240 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: 17,533 shares; 2024Q4: 16,801 shares; 2025Q1: 16,579 shares; 2025Q2: 16,348 shares; 2025Q3: 16,376 shares; 2025Q4: 16,114 shares; 2026Q1: 16,087 shares 16,087 $3.64M 0.21% -27 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: 5,100 shares; 2024Q4: 5,702 shares; 2025Q1: 6,388 shares; 2025Q2: 5,868 shares; 2025Q3: 6,102 shares; 2025Q4: 6,829 shares; 2026Q1: 6,249 shares 6,249 $3.61M 0.21% -580 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: 8,450 shares; 2024Q4: 8,289 shares; 2025Q1: 8,323 shares; 2025Q2: 8,388 shares; 2025Q3: 11,096 shares; 2025Q4: 10,201 shares; 2026Q1: 10,298 shares 10,298 $3.53M 0.21% +97 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: 39,214 shares; 2024Q4: 38,039 shares; 2025Q1: 35,432 shares; 2025Q2: 34,059 shares; 2025Q3: 61,223 shares; 2025Q4: 47,040 shares; 2026Q1: 52,277 shares 52,277 $3.53M 0.21% +5,237 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: 47,494 shares; 2024Q4: 51,272 shares; 2025Q1: 50,648 shares; 2025Q2: 45,264 shares; 2025Q3: 45,347 shares; 2025Q4: 45,526 shares; 2026Q1: 46,170 shares 46,170 $3.51M 0.2% +644 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: 37,331 shares; 2026Q1: 37,353 shares 37,353 $3.4M 0.2% +22 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: 31,455 shares; 2024Q4: 32,321 shares; 2025Q1: 32,384 shares; 2025Q2: 32,307 shares; 2025Q3: 40,794 shares; 2025Q4: 36,160 shares; 2026Q1: 36,273 shares 36,273 $3.37M 0.2% +113 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: 18,150 shares; 2024Q4: 17,140 shares; 2025Q1: 15,737 shares; 2025Q2: 15,977 shares; 2025Q3: 36,374 shares; 2025Q4: 25,879 shares; 2026Q1: 27,054 shares 27,054 $3.36M 0.2% +1,175 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: 5,256 shares; 2024Q4: 5,445 shares; 2025Q1: 4,188 shares; 2025Q2: 4,293 shares; 2025Q3: 3,935 shares; 2025Q4: 3,931 shares; 2026Q1: 3,951 shares 3,951 $3.34M 0.19% +20 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: 4,248 shares; 2024Q4: 3,179 shares; 2025Q1: 3,421 shares; 2025Q2: 3,429 shares; 2025Q3: 3,101 shares; 2025Q4: 3,154 shares; 2026Q1: 3,802 shares 3,802 $3.32M 0.19% +648 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: 15,253 shares; 2024Q4: 17,919 shares; 2025Q1: 17,837 shares; 2025Q2: 18,513 shares; 2025Q3: 26,392 shares; 2025Q4: 22,957 shares; 2026Q1: 24,912 shares 24,912 $3.26M 0.19% +1,955 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: 22,929 shares; 2024Q4: 18,649 shares; 2025Q1: 19,569 shares; 2025Q2: 20,843 shares; 2025Q3: 6,251 shares; 2025Q4: 6,717 shares; 2026Q1: 6,889 shares 6,889 $3.26M 0.19% +172 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,497 shares; 2024Q4: 29,957 shares; 2025Q1: 29,972 shares; 2025Q2: 37,543 shares; 2025Q3: 47,887 shares; 2025Q4: 50,859 shares; 2026Q1: 43,147 shares 43,147 $3.21M 0.19% -7,712 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: 15,937 shares 15,937 $3.14M 0.18% new 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: 150,709 shares; 2024Q4: 134,156 shares; 2025Q1: 58,431 shares; 2025Q2: 58,891 shares; 2025Q3: 64,381 shares; 2025Q4: 64,305 shares; 2026Q1: 64,364 shares 64,364 $3.14M 0.18% +59 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 14,605 shares; 2025Q1: 14,907 shares; 2025Q2: 14,244 shares; 2025Q3: 14,173 shares; 2025Q4: 15,856 shares; 2026Q1: 14,549 shares 14,549 $3.11M 0.18% -1,307 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: 11,895 shares; 2024Q4: 12,280 shares; 2025Q1: 12,417 shares; 2025Q2: 12,283 shares; 2025Q3: 11,235 shares; 2025Q4: 10,942 shares; 2026Q1: 9,990 shares 9,990 $3.1M 0.18% -952 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,946 shares; 2024Q4: 11,619 shares; 2025Q1: 11,577 shares; 2025Q2: 15,632 shares; 2025Q3: 20,115 shares; 2025Q4: 19,846 shares; 2026Q1: 21,369 shares 21,369 $3.09M 0.18% +1,523 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: 5,753 shares; 2024Q4: 5,762 shares; 2025Q1: 5,850 shares; 2025Q2: 7,492 shares; 2025Q3: 6,055 shares; 2025Q4: 6,037 shares; 2026Q1: 7,116 shares 7,116 $3.06M 0.18% +1,079 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: 11,509 shares; 2024Q4: 12,268 shares; 2025Q1: 13,025 shares; 2025Q2: 13,084 shares; 2025Q3: 13,120 shares; 2025Q4: 12,592 shares; 2026Q1: 12,209 shares 12,209 $2.96M 0.17% -383 Timeline SCHO 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: 10,599 shares; 2024Q4: 21,719 shares; 2025Q1: 89,112 shares; 2025Q2: 111,518 shares; 2025Q3: 128,340 shares; 2025Q4: 127,508 shares; 2026Q1: 121,535 shares 121,535 $2.95M 0.17% -5,973 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 11,671 shares; 2025Q1: 11,619 shares; 2025Q2: 13,980 shares; 2025Q3: 14,114 shares; 2025Q4: 14,105 shares; 2026Q1: 13,718 shares 13,718 $2.85M 0.17% -387 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: 17,474 shares; 2025Q1: 17,564 shares; 2025Q2: 21,537 shares; 2025Q3: 22,885 shares; 2025Q4: 21,957 shares; 2026Q1: 22,998 shares 22,998 $2.82M 0.16% +1,041 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: 11,175 shares; 2024Q4: 16,726 shares; 2025Q1: 17,594 shares; 2025Q2: 18,921 shares; 2025Q3: 17,507 shares; 2025Q4: 17,574 shares; 2026Q1: 19,207 shares 19,207 $2.81M 0.16% +1,633 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: 10,532 shares; 2025Q1: 10,642 shares; 2025Q2: 10,887 shares; 2025Q3: 11,075 shares; 2025Q4: 11,412 shares; 2026Q1: 13,003 shares 13,003 $2.78M 0.16% +1,591 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: 43,888 shares; 2026Q1: 48,093 shares 48,093 $2.74M 0.16% +4,205 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: 9,631 shares; 2024Q4: 11,223 shares; 2025Q1: 24,100 shares; 2025Q2: 29,396 shares; 2025Q3: 43,500 shares; 2025Q4: 38,914 shares; 2026Q1: 31,518 shares 31,518 $2.73M 0.16% -7,396 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: 11,220 shares; 2024Q4: 10,929 shares; 2025Q1: 11,475 shares; 2025Q2: 10,478 shares; 2025Q3: 15,934 shares; 2025Q4: 12,461 shares; 2026Q1: 13,299 shares 13,299 $2.71M 0.16% +838 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: 5,627 shares; 2024Q4: 5,719 shares; 2025Q1: 5,869 shares; 2025Q2: 5,651 shares; 2025Q3: 5,880 shares; 2025Q4: 14,195 shares; 2026Q1: 8,387 shares 8,387 $2.69M 0.16% -5,808 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: 28,400 shares; 2024Q4: 22,919 shares; 2025Q1: 19,443 shares; 2025Q2: 15,080 shares; 2025Q3: 14,970 shares; 2025Q4: 12,641 shares; 2026Q1: 12,508 shares 12,508 $2.64M 0.15% -133 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: 9,545 shares; 2024Q4: 9,631 shares; 2025Q1: 9,546 shares; 2025Q2: 9,529 shares; 2025Q3: 10,823 shares; 2025Q4: 19,621 shares; 2026Q1: 19,743 shares 19,743 $2.62M 0.15% +122 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: 46,916 shares; 2024Q4: 46,709 shares; 2025Q1: 47,859 shares; 2025Q2: 47,266 shares; 2025Q3: 52,267 shares; 2025Q4: 52,745 shares; 2026Q1: 50,336 shares 50,336 $2.62M 0.15% -2,409 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,454 shares 21,454 $2.6M 0.15% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,116 shares; 2024Q4: 11,088 shares; 2025Q1: 11,491 shares; 2025Q2: 11,579 shares; 2025Q3: 11,647 shares; 2025Q4: 14,798 shares; 2026Q1: 14,305 shares 14,305 $2.59M 0.15% -493 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,820 shares; 2025Q2: 13,245 shares; 2025Q3: 22,300 shares; 2025Q4: 24,418 shares; 2026Q1: 18,154 shares 18,154 $2.56M 0.15% -6,264 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: 23,958 shares; 2024Q4: 25,013 shares; 2025Q1: 24,119 shares; 2025Q2: 22,051 shares; 2025Q3: 31,610 shares; 2025Q4: 26,334 shares; 2026Q1: 26,269 shares 26,269 $2.54M 0.15% -65 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,352 shares; 2024Q4: 19,094 shares; 2025Q1: 19,106 shares; 2025Q2: 19,243 shares; 2025Q3: 19,073 shares; 2025Q4: 18,645 shares; 2026Q1: 18,552 shares 18,552 $2.52M 0.15% -93 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,074 shares; 2024Q4: 25,672 shares; 2025Q1: 25,176 shares; 2025Q2: 26,546 shares; 2025Q3: 28,308 shares; 2025Q4: 29,827 shares; 2026Q1: 27,778 shares 27,778 $2.51M 0.15% -2,049 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: 24,252 shares; 2024Q4: 23,793 shares; 2025Q1: 42,377 shares; 2025Q2: 45,863 shares; 2025Q3: 43,969 shares; 2025Q4: 19,146 shares; 2026Q1: 19,451 shares 19,451 $2.5M 0.15% +305 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: 31,823 shares; 2024Q4: 30,383 shares; 2025Q1: 22,320 shares; 2025Q2: 24,117 shares; 2025Q3: 20,277 shares; 2025Q4: 15,874 shares; 2026Q1: 20,896 shares 20,896 $2.48M 0.14% +5,022 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: 10,208 shares; 2024Q4: 10,224 shares; 2025Q1: 9,929 shares; 2025Q2: 7,968 shares; 2025Q3: 8,140 shares; 2025Q4: 7,945 shares; 2026Q1: 7,631 shares 7,631 $2.46M 0.14% -314 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,153 shares; 2024Q4: 35,228 shares; 2025Q1: 35,753 shares; 2025Q2: 37,683 shares; 2025Q3: 37,814 shares; 2025Q4: 46,181 shares; 2026Q1: 45,761 shares 45,761 $2.45M 0.14% -420 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: 43,660 shares; 2024Q4: 43,942 shares; 2025Q1: 43,410 shares; 2025Q2: 43,535 shares; 2025Q3: 44,009 shares; 2025Q4: 44,005 shares; 2026Q1: 44,913 shares 44,913 $2.43M 0.14% +908 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,435 shares; 2024Q4: 12,438 shares; 2025Q1: 6,567 shares; 2025Q2: 5,714 shares; 2025Q3: 5,106 shares; 2025Q4: 6,083 shares; 2026Q1: 8,044 shares 8,044 $2.38M 0.14% +1,961 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,912 shares; 2024Q4: 28,993 shares; 2025Q1: 28,993 shares; 2025Q2: 28,993 shares; 2025Q3: 28,982 shares; 2025Q4: 28,982 shares; 2026Q1: 28,982 shares 28,982 $2.36M 0.14% 0 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: 35,893 shares; 2024Q4: 37,859 shares; 2025Q1: 29,063 shares; 2025Q2: 34,376 shares; 2025Q3: 34,595 shares; 2025Q4: 34,553 shares; 2026Q1: 34,673 shares 34,673 $2.36M 0.14% +120 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: 57,736 shares; 2024Q4: 56,853 shares; 2025Q1: 54,260 shares; 2025Q2: 66,962 shares; 2025Q3: 72,179 shares; 2025Q4: 68,573 shares; 2026Q1: 80,656 shares 80,656 $2.32M 0.14% +12,083 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,877 shares; 2025Q3: 41,369 shares; 2025Q4: 41,573 shares; 2026Q1: 75,247 shares 75,247 $2.31M 0.13% +33,674 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: 37,976 shares; 2024Q4: 34,102 shares; 2025Q1: 32,956 shares; 2025Q2: 33,461 shares; 2025Q3: 22,552 shares; 2025Q4: 21,958 shares; 2026Q1: 17,472 shares 17,472 $2.31M 0.13% -4,486 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,051 shares; 2025Q3: 28,157 shares; 2025Q4: 35,988 shares; 2026Q1: 61,113 shares 61,113 $2.3M 0.13% +25,125 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: 10,893 shares; 2024Q4: 12,613 shares; 2025Q1: 11,745 shares; 2025Q2: 10,135 shares; 2025Q3: 10,216 shares; 2025Q4: 14,216 shares; 2026Q1: 11,883 shares 11,883 $2.28M 0.13% -2,333 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: 11,836 shares; 2024Q4: 25,615 shares; 2025Q1: 32,303 shares; 2025Q2: 32,536 shares; 2025Q3: 31,892 shares; 2025Q4: 31,470 shares; 2026Q1: 31,807 shares 31,807 $2.27M 0.13% +337 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: 21,986 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,896 shares; 2025Q3: 34,073 shares; 2025Q4: 34,627 shares; 2026Q1: 38,448 shares 38,448 $2.25M 0.13% +3,821 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 30,909 shares; 2025Q1: 34,546 shares; 2025Q2: 34,379 shares; 2025Q3: 34,487 shares; 2025Q4: 33,484 shares; 2026Q1: 45,759 shares 45,759 $2.2M 0.13% +12,275 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: 8,372 shares; 2024Q4: 8,667 shares; 2025Q1: 8,297 shares; 2025Q2: 17,034 shares; 2025Q3: 17,307 shares; 2025Q4: 34,629 shares; 2026Q1: 35,286 shares 35,286 $2.16M 0.13% +657 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,676 shares; 2024Q4: 33,562 shares; 2025Q1: 38,675 shares; 2025Q2: 39,358 shares; 2025Q3: 39,305 shares; 2025Q4: 39,279 shares; 2026Q1: 37,792 shares 37,792 $2.15M 0.13% -1,487 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: 8,410 shares; 2024Q4: 8,205 shares; 2025Q1: 8,206 shares; 2025Q2: 8,396 shares; 2025Q3: 8,378 shares; 2025Q4: 8,186 shares; 2026Q1: 18,686 shares 18,686 $2.15M 0.13% +10,500 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,037 shares; 2024Q4: 13,079 shares; 2025Q1: 13,137 shares; 2025Q2: 35,676 shares; 2025Q3: 61,243 shares; 2025Q4: 68,375 shares; 2026Q1: 94,515 shares 94,515 $2.13M 0.12% +26,140 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,895 shares; 2024Q4: 30,285 shares; 2025Q1: 30,152 shares; 2025Q2: 29,928 shares; 2025Q3: 29,763 shares; 2025Q4: 29,817 shares; 2026Q1: 28,918 shares 28,918 $2.12M 0.12% -899 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: 13,572 shares; 2024Q4: 12,478 shares; 2025Q1: 11,614 shares; 2025Q2: 9,879 shares; 2025Q3: 10,498 shares; 2025Q4: 10,568 shares; 2026Q1: 10,477 shares 10,477 $2.09M 0.12% -91 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: 9,652 shares; 2024Q4: 19,753 shares; 2025Q1: 24,922 shares; 2025Q2: 29,617 shares; 2025Q3: 33,371 shares; 2025Q4: 33,595 shares; 2026Q1: 29,430 shares 29,430 $2.08M 0.12% -4,165 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,337 shares; 2024Q4: 16,358 shares; 2025Q1: 12,379 shares; 2025Q2: 9,319 shares; 2025Q3: 9,055 shares; 2025Q4: 9,435 shares; 2026Q1: 8,502 shares 8,502 $2.08M 0.12% -933 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: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,966 shares; 2025Q2: 2,984 shares; 2025Q3: 8,908 shares; 2025Q4: 11,423 shares; 2026Q1: 14,843 shares 14,843 $2.04M 0.12% +3,420 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,951 shares; 2025Q2: 24,694 shares; 2025Q3: 28,205 shares; 2025Q4: 28,803 shares; 2026Q1: 39,997 shares 39,997 $2.03M 0.12% +11,194 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,896 shares; 2025Q4: 27,304 shares; 2026Q1: 31,464 shares 31,464 $2.02M 0.12% +4,160 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: 20,393 shares; 2024Q4: 17,330 shares; 2025Q1: 16,554 shares; 2025Q2: 16,416 shares; 2025Q3: 12,105 shares; 2025Q4: 12,104 shares; 2026Q1: 12,094 shares 12,094 $1.99M 0.12% -10 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,304 shares; 2025Q4: 18,765 shares; 2026Q1: 16,674 shares 16,674 $1.98M 0.12% -2,091 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: 11,247 shares; 2024Q4: 10,667 shares; 2025Q1: 10,191 shares; 2025Q2: 17,447 shares; 2025Q3: 19,285 shares; 2025Q4: 19,573 shares; 2026Q1: 21,508 shares 21,508 $1.96M 0.11% +1,935 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,564 shares; 2024Q4: 22,701 shares; 2025Q1: 22,800 shares; 2025Q2: 38,929 shares; 2025Q3: 41,135 shares; 2025Q4: 40,912 shares; 2026Q1: 31,778 shares 31,778 $1.94M 0.11% -9,134 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,120 shares; 2025Q1: 4,363 shares; 2025Q2: 8,639 shares; 2025Q3: 9,084 shares; 2025Q4: 9,242 shares; 2026Q1: 21,416 shares 21,416 $1.93M 0.11% +12,174 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: 2,277 shares; 2024Q4: 2,250 shares; 2025Q1: 2,480 shares; 2025Q2: 2,664 shares; 2025Q3: 3,184 shares; 2025Q4: 2,534 shares; 2026Q1: 5,612 shares 5,612 $1.9M 0.11% +3,078 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 12,523 shares; 2025Q1: 12,310 shares; 2025Q2: 11,222 shares; 2025Q3: 14,794 shares; 2025Q4: 15,168 shares; 2026Q1: 14,358 shares 14,358 $1.9M 0.11% -810 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: 65,025 shares; 2024Q4: 43,909 shares; 2025Q1: 43,974 shares; 2025Q2: 46,253 shares; 2025Q3: 54,171 shares; 2025Q4: 54,013 shares; 2026Q1: 50,554 shares 50,554 $1.86M 0.11% -3,459 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: 5,498 shares; 2024Q4: 5,992 shares; 2025Q1: 5,361 shares; 2025Q2: 2,980 shares; 2025Q3: 4,299 shares; 2025Q4: 3,057 shares; 2026Q1: 3,060 shares 3,060 $1.85M 0.11% +3 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: 12,696 shares; 2024Q4: 11,041 shares; 2025Q1: 10,467 shares; 2025Q2: 10,752 shares; 2025Q3: 11,336 shares; 2025Q4: 12,730 shares; 2026Q1: 16,308 shares 16,308 $1.85M 0.11% +3,578 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,498 shares; 2025Q1: 2,399 shares; 2025Q2: 2,449 shares; 2025Q3: 2,805 shares; 2025Q4: 18,653 shares; 2026Q1: 19,170 shares 19,170 $1.84M 0.11% +517 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: 26,823 shares; 2024Q4: 23,888 shares; 2025Q1: 23,158 shares; 2025Q2: 23,419 shares; 2025Q3: 25,065 shares; 2025Q4: 25,437 shares; 2026Q1: 26,325 shares 26,325 $1.84M 0.11% +888 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: 9,227 shares; 2024Q4: 8,446 shares; 2025Q1: 8,245 shares; 2025Q2: 8,093 shares; 2025Q3: 10,251 shares; 2025Q4: 10,013 shares; 2026Q1: 10,058 shares 10,058 $1.83M 0.11% +45 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: 42,291 shares; 2024Q4: 42,481 shares; 2025Q1: 45,236 shares; 2025Q2: 137,043 shares; 2025Q3: 169,247 shares; 2025Q4: 170,643 shares; 2026Q1: 162,405 shares 162,405 $1.83M 0.11% -8,238 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: 9,595 shares; 2024Q4: 9,601 shares; 2025Q1: 9,712 shares; 2025Q2: 9,784 shares; 2025Q3: 9,714 shares; 2025Q4: 9,862 shares; 2026Q1: 19,635 shares 19,635 $1.83M 0.11% +9,773 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,005 shares; 2025Q1: 2,026 shares; 2025Q2: 2,224 shares; 2025Q3: 2,148 shares; 2025Q4: 1,766 shares; 2026Q1: 10,579 shares 10,579 $1.83M 0.11% +8,813 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,163 shares; 2024Q4: 42,202 shares; 2025Q1: 37,357 shares; 2025Q2: 40,454 shares; 2025Q3: 40,023 shares; 2025Q4: 21,108 shares; 2026Q1: 32,436 shares 32,436 $1.81M 0.11% +11,328 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,890 shares; 2024Q4: 45,196 shares; 2025Q1: 45,682 shares; 2025Q2: 42,664 shares; 2025Q3: 47,379 shares; 2025Q4: 40,133 shares; 2026Q1: 40,919 shares 40,919 $1.81M 0.11% +786 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: 7,327 shares; 2024Q4: 22,488 shares; 2025Q1: 25,477 shares; 2025Q2: 23,653 shares; 2025Q3: 24,313 shares; 2025Q4: 24,770 shares; 2026Q1: 43,924 shares 43,924 $1.77M 0.1% +19,154 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 3,481 shares; 2026Q1: 8,450 shares 8,450 $1.75M 0.1% +4,969 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,142 shares; 2024Q4: 26,802 shares; 2025Q1: 26,802 shares; 2025Q2: 25,684 shares; 2025Q3: 25,511 shares; 2025Q4: 24,387 shares; 2026Q1: 24,387 shares 24,387 $1.73M 0.1% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,880 shares; 2024Q4: 32,797 shares; 2025Q1: 82,637 shares; 2025Q2: 83,260 shares; 2025Q3: 82,608 shares; 2025Q4: 33,179 shares; 2026Q1: 99,672 shares 99,672 $1.7M 0.1% +66,493 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: 5,951 shares; 2024Q4: 5,969 shares; 2025Q1: 6,117 shares; 2025Q2: 6,427 shares; 2025Q3: 6,584 shares; 2025Q4: 6,601 shares; 2026Q1: 6,363 shares 6,363 $1.69M 0.1% -238 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,455 shares; 2025Q1: 1,297 shares; 2025Q2: 1,672 shares; 2025Q3: 1,695 shares; 2025Q4: 9,524 shares; 2026Q1: 15,849 shares 15,849 $1.66M 0.1% +6,325 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,700 shares; 2025Q1: 3,201 shares; 2025Q2: 3,265 shares; 2025Q3: 3,435 shares; 2025Q4: 3,135 shares; 2026Q1: 3,071 shares 3,071 $1.66M 0.1% -64 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: 23,729 shares; 2024Q4: 23,925 shares; 2025Q1: 26,195 shares; 2025Q2: 26,535 shares; 2025Q3: 27,028 shares; 2025Q4: 27,516 shares; 2026Q1: 19,504 shares 19,504 $1.65M 0.1% -8,012 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: 29,027 shares; 2024Q4: 30,130 shares; 2025Q1: 23,701 shares; 2025Q2: 24,377 shares; 2025Q3: 29,257 shares; 2025Q4: 21,418 shares; 2026Q1: 15,858 shares 15,858 $1.63M 0.09% -5,560 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 8,538 shares; 2025Q1: 8,203 shares; 2025Q2: 8,304 shares; 2025Q3: 10,276 shares; 2025Q4: 10,208 shares; 2026Q1: 10,189 shares 10,189 $1.63M 0.09% -19 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: not reported; 2024Q4: 4,546 shares; 2025Q1: 6,666 shares; 2025Q2: 11,808 shares; 2025Q3: 13,493 shares; 2025Q4: 13,314 shares; 2026Q1: 11,649 shares 11,649 $1.63M 0.09% -1,665 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: 1,007 shares; 2024Q4: 1,213 shares; 2025Q1: 1,259 shares; 2025Q2: 2,995 shares; 2025Q3: 3,254 shares; 2025Q4: 3,173 shares; 2026Q1: 3,272 shares 3,272 $1.62M 0.09% +99 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,901 shares; 2024Q4: 96,870 shares; 2025Q1: 115,421 shares; 2025Q2: 118,209 shares; 2025Q3: 130,157 shares; 2025Q4: 166,802 shares; 2026Q1: 175,054 shares 175,054 $1.6M 0.09% +8,252 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 2,966 shares; 2025Q1: 5,650 shares; 2025Q2: 7,382 shares; 2025Q3: 9,915 shares; 2025Q4: 10,119 shares; 2026Q1: 6,004 shares 6,004 $1.59M 0.09% -4,115 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,465 shares; 2024Q4: 10,427 shares; 2025Q1: 10,667 shares; 2025Q2: 10,671 shares; 2025Q3: 10,560 shares; 2025Q4: 10,447 shares; 2026Q1: 10,518 shares 10,518 $1.59M 0.09% +71 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: 88,021 shares; 2024Q4: 83,416 shares; 2025Q1: 73,263 shares; 2025Q2: 81,862 shares; 2025Q3: 57,921 shares; 2025Q4: 56,937 shares; 2026Q1: 54,861 shares 54,861 $1.59M 0.09% -2,076 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,353 shares; 2025Q2: 20,908 shares; 2025Q3: 22,175 shares; 2025Q4: 22,175 shares; 2026Q1: 22,582 shares 22,582 $1.59M 0.09% +407 Timeline AVDV 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: 15,057 shares; 2024Q4: 15,057 shares; 2025Q1: 14,940 shares; 2025Q2: 15,106 shares; 2025Q3: 15,512 shares; 2025Q4: 15,514 shares; 2026Q1: 15,700 shares 15,700 $1.57M 0.09% +186 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS 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: 78,638 shares 78,638 $1.56M 0.09% new 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: 3,894 shares; 2024Q4: 7,590 shares; 2025Q1: 15,798 shares; 2025Q2: 16,855 shares; 2025Q3: 19,309 shares; 2025Q4: 18,298 shares; 2026Q1: 19,000 shares 19,000 $1.56M 0.09% +702 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly 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: 97,764 shares; 2025Q4: 56,776 shares; 2026Q1: 61,977 shares 61,977 $1.55M 0.09% +5,201 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 15,246 shares; 2025Q1: 15,225 shares; 2025Q2: 15,225 shares; 2025Q3: 15,909 shares; 2025Q4: 15,540 shares; 2026Q1: 15,274 shares 15,274 $1.54M 0.09% -266 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: 78,794 shares; 2024Q4: 66,752 shares; 2025Q1: 60,881 shares; 2025Q2: 30,239 shares; 2025Q3: 27,700 shares; 2025Q4: 27,521 shares; 2026Q1: 25,316 shares 25,316 $1.54M 0.09% -2,205 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,544 shares; 2024Q4: 20,466 shares; 2025Q1: 17,242 shares; 2025Q2: 17,257 shares; 2025Q3: 17,263 shares; 2025Q4: 17,407 shares; 2026Q1: 19,694 shares 19,694 $1.52M 0.09% +2,287 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,661 shares; 2025Q4: 33,229 shares; 2026Q1: 32,116 shares 32,116 $1.51M 0.09% -1,113 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: 9,808 shares; 2024Q4: 6,560 shares; 2025Q1: 6,584 shares; 2025Q2: 6,675 shares; 2025Q3: 6,296 shares; 2025Q4: 5,680 shares; 2026Q1: 5,771 shares 5,771 $1.5M 0.09% +91 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: 10,090 shares; 2024Q4: 10,107 shares; 2025Q1: 9,570 shares; 2025Q2: 8,317 shares; 2025Q3: 8,158 shares; 2025Q4: 7,902 shares; 2026Q1: 7,861 shares 7,861 $1.49M 0.09% -41 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: 8,030 shares; 2024Q4: 6,613 shares; 2025Q1: 6,168 shares; 2025Q2: 6,414 shares; 2025Q3: 6,891 shares; 2025Q4: 5,194 shares; 2026Q1: 7,482 shares 7,482 $1.48M 0.09% +2,288 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 37,189 shares 37,189 $1.48M 0.09% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 7,060 shares; 2025Q1: 10,846 shares; 2025Q2: 11,057 shares; 2025Q3: 12,313 shares; 2025Q4: 3,608 shares; 2026Q1: 12,451 shares 12,451 $1.47M 0.09% +8,843 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,050 shares; 2024Q4: 27,228 shares; 2025Q1: 22,840 shares; 2025Q2: 22,899 shares; 2025Q3: 23,160 shares; 2025Q4: 23,505 shares; 2026Q1: 23,358 shares 23,358 $1.46M 0.09% -147 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: 13,604 shares; 2024Q4: 13,598 shares; 2025Q1: 13,621 shares; 2025Q2: 13,684 shares; 2025Q3: 11,970 shares; 2025Q4: 11,982 shares; 2026Q1: 11,156 shares 11,156 $1.46M 0.09% -826 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: 5,664 shares; 2024Q4: 5,637 shares; 2025Q1: 5,560 shares; 2025Q2: 5,574 shares; 2025Q3: 4,531 shares; 2025Q4: 4,581 shares; 2026Q1: 4,547 shares 4,547 $1.45M 0.08% -34 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 25,651 shares; 2025Q1: 14,999 shares; 2025Q2: 15,479 shares; 2025Q3: 14,541 shares; 2025Q4: 14,542 shares; 2026Q1: 15,670 shares 15,670 $1.41M 0.08% +1,128 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: 9,339 shares; 2024Q4: 9,369 shares; 2025Q1: 9,392 shares; 2025Q2: 9,215 shares; 2025Q3: 9,301 shares; 2025Q4: 9,314 shares; 2026Q1: 9,674 shares 9,674 $1.41M 0.08% +360 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,228 shares 16,228 $1.41M 0.08% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,600 shares; 2024Q4: 60,389 shares; 2025Q1: 57,131 shares; 2025Q2: 54,489 shares; 2025Q3: 60,113 shares; 2025Q4: 55,688 shares; 2026Q1: 61,371 shares 61,371 $1.41M 0.08% +5,683 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: 5,533 shares; 2024Q4: 5,559 shares; 2025Q1: 5,620 shares; 2025Q2: 5,712 shares; 2025Q3: 5,830 shares; 2025Q4: 5,886 shares; 2026Q1: 12,072 shares 12,072 $1.4M 0.08% +6,186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,075 shares; 2025Q4: 7,845 shares; 2026Q1: 19,302 shares 19,302 $1.4M 0.08% +11,457 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 24,595 shares 24,595 $1.39M 0.08% new Timeline ECVT ECOVYST INC More: the full row for ECOVYST 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: 107,594 shares 107,594 $1.38M 0.08% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,243 shares; 2025Q1: 2,307 shares; 2025Q2: 3,046 shares; 2025Q3: 3,692 shares; 2025Q4: 4,103 shares; 2026Q1: 5,138 shares 5,138 $1.37M 0.08% +1,035 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,865 shares 10,865 $1.36M 0.08% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,302 shares; 2024Q4: 42,961 shares; 2025Q1: 40,720 shares; 2025Q2: 36,538 shares; 2025Q3: 36,954 shares; 2025Q4: 38,098 shares; 2026Q1: 40,892 shares 40,892 $1.36M 0.08% +2,794 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 13,354 shares; 2025Q1: 10,437 shares; 2025Q2: 10,131 shares; 2025Q3: 9,201 shares; 2025Q4: 8,759 shares; 2026Q1: 23,465 shares 23,465 $1.35M 0.08% +14,706 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,393 shares; 2025Q1: 1,525 shares; 2025Q2: 1,442 shares; 2025Q3: 2,493 shares; 2025Q4: 1,979 shares; 2026Q1: 1,974 shares 1,974 $1.35M 0.08% -5 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: 1,303 shares; 2025Q1: 1,267 shares; 2025Q2: 1,284 shares; 2025Q3: 1,279 shares; 2025Q4: 1,333 shares; 2026Q1: 1,378 shares 1,378 $1.33M 0.08% +45 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,994 shares; 2024Q4: 29,744 shares; 2025Q1: 30,653 shares; 2025Q2: 30,607 shares; 2025Q3: 28,254 shares; 2025Q4: 27,903 shares; 2026Q1: 26,199 shares 26,199 $1.32M 0.08% -1,704 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: 6,143 shares; 2024Q4: 5,725 shares; 2025Q1: 11,147 shares; 2025Q2: 15,628 shares; 2025Q3: 15,844 shares; 2025Q4: 11,566 shares; 2026Q1: 14,703 shares 14,703 $1.32M 0.08% +3,137 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,258 shares; 2025Q1: 4,978 shares; 2025Q2: 5,026 shares; 2025Q3: 3,983 shares; 2025Q4: 4,014 shares; 2026Q1: 4,016 shares 4,016 $1.31M 0.08% +2 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: 1,541 shares; 2024Q4: 1,556 shares; 2025Q1: 2,956 shares; 2025Q2: 3,111 shares; 2025Q3: 3,333 shares; 2025Q4: 3,323 shares; 2026Q1: 5,157 shares 5,157 $1.31M 0.08% +1,834 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: 23,444 shares; 2024Q4: 14,805 shares; 2025Q1: 12,567 shares; 2025Q2: 12,724 shares; 2025Q3: 30,050 shares; 2025Q4: 17,511 shares; 2026Q1: 18,025 shares 18,025 $1.31M 0.08% +514 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: 4,589 shares; 2024Q4: 4,603 shares; 2025Q1: 4,571 shares; 2025Q2: 4,782 shares; 2025Q3: 4,951 shares; 2025Q4: 4,887 shares; 2026Q1: 4,798 shares 4,798 $1.31M 0.08% -89 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 12,930 shares; 2025Q1: 18,200 shares; 2025Q2: 21,253 shares; 2025Q3: 23,952 shares; 2025Q4: 26,702 shares; 2026Q1: 28,864 shares 28,864 $1.3M 0.08% +2,162 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 4,250 shares; 2025Q3: 11,441 shares; 2025Q4: 8,327 shares; 2026Q1: 15,701 shares 15,701 $1.29M 0.08% +7,374 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 7,867 shares; 2025Q1: 7,374 shares; 2025Q2: 6,474 shares; 2025Q3: 6,436 shares; 2025Q4: 9,057 shares; 2026Q1: 6,582 shares 6,582 $1.28M 0.07% -2,475 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: 16,449 shares; 2024Q4: 16,462 shares; 2025Q1: 15,859 shares; 2025Q2: 15,973 shares; 2025Q3: 23,865 shares; 2025Q4: 16,760 shares; 2026Q1: 9,618 shares 9,618 $1.26M 0.07% -7,142 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: 16,082 shares; 2024Q4: 15,023 shares; 2025Q1: 15,458 shares; 2025Q2: 14,529 shares; 2025Q3: 14,309 shares; 2025Q4: 14,190 shares; 2026Q1: 13,573 shares 13,573 $1.26M 0.07% -617 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,098 shares; 2024Q4: 69,196 shares; 2025Q1: 38,014 shares; 2025Q2: 33,093 shares; 2025Q3: 36,590 shares; 2025Q4: 36,582 shares; 2026Q1: 37,520 shares 37,520 $1.26M 0.07% +938 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 3,774 shares; 2025Q1: 4,566 shares; 2025Q2: 8,134 shares; 2025Q3: 8,645 shares; 2025Q4: 8,808 shares; 2026Q1: 7,378 shares 7,378 $1.25M 0.07% -1,430 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 11,442 shares; 2025Q1: 13,457 shares; 2025Q2: 13,320 shares; 2025Q3: 13,655 shares; 2025Q4: 13,583 shares; 2026Q1: 14,027 shares 14,027 $1.24M 0.07% +444 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 4,241 shares; 2025Q1: 4,202 shares; 2025Q2: 4,047 shares; 2025Q3: 6,287 shares; 2025Q4: 5,257 shares; 2026Q1: 5,222 shares 5,222 $1.23M 0.07% -35 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: 1,755 shares; 2024Q4: 3,347 shares; 2025Q1: 2,474 shares; 2025Q2: 3,359 shares; 2025Q3: 3,851 shares; 2025Q4: 3,727 shares; 2026Q1: 4,683 shares 4,683 $1.23M 0.07% +956 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,800 shares; 2024Q4: 109,800 shares; 2025Q1: 109,800 shares; 2025Q2: 109,800 shares; 2025Q3: 115,919 shares; 2025Q4: 124,127 shares; 2026Q1: 124,127 shares 124,127 $1.21M 0.07% 0 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: 10,867 shares; 2024Q4: 10,147 shares; 2025Q1: 9,860 shares; 2025Q2: 9,933 shares; 2025Q3: 10,089 shares; 2025Q4: 10,329 shares; 2026Q1: 11,216 shares 11,216 $1.19M 0.07% +887 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: 22,903 shares; 2024Q4: 23,187 shares; 2025Q1: 21,451 shares; 2025Q2: 21,520 shares; 2025Q3: 17,569 shares; 2025Q4: 17,560 shares; 2026Q1: 15,788 shares 15,788 $1.19M 0.07% -1,772 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,736 shares; 2024Q4: 19,819 shares; 2025Q1: 10,748 shares; 2025Q2: 10,674 shares; 2025Q3: 11,165 shares; 2025Q4: 20,618 shares; 2026Q1: 10,485 shares 10,485 $1.17M 0.07% -10,133 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,266 shares; 2024Q4: 8,340 shares; 2025Q1: 8,506 shares; 2025Q2: 8,445 shares; 2025Q3: 12,126 shares; 2025Q4: 13,315 shares; 2026Q1: 15,030 shares 15,030 $1.16M 0.07% +1,715 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: 1,975 shares; 2024Q4: 2,025 shares; 2025Q1: 2,019 shares; 2025Q2: 2,063 shares; 2025Q3: 2,115 shares; 2025Q4: 2,125 shares; 2026Q1: 2,963 shares 2,963 $1.16M 0.07% +838 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly 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: 38,741 shares 38,741 $1.15M 0.07% new Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,379 shares 2,379 $1.15M 0.07% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 7,028 shares; 2025Q1: 6,683 shares; 2025Q2: 6,717 shares; 2025Q3: 20,732 shares; 2025Q4: 11,791 shares; 2026Q1: 11,273 shares 11,273 $1.15M 0.07% -518 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,483 shares 19,483 $1.15M 0.07% new 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: 575 shares; 2024Q4: 572 shares; 2025Q1: 704 shares; 2025Q2: 738 shares; 2025Q3: 765 shares; 2025Q4: 622 shares; 2026Q1: 661 shares 661 $1.14M 0.07% +39 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: 21,821 shares; 2024Q4: 21,643 shares; 2025Q1: 21,181 shares; 2025Q2: 21,373 shares; 2025Q3: 21,758 shares; 2025Q4: 20,020 shares; 2026Q1: 14,202 shares 14,202 $1.13M 0.07% -5,818 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: 3,343 shares; 2024Q4: 3,330 shares; 2025Q1: 3,432 shares; 2025Q2: 4,244 shares; 2025Q3: 8,857 shares; 2025Q4: 6,228 shares; 2026Q1: 6,170 shares 6,170 $1.13M 0.07% -58 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly 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: 25,849 shares 25,849 $1.11M 0.06% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 12,346 shares; 2025Q1: 11,814 shares; 2025Q2: 11,780 shares; 2025Q3: 9,247 shares; 2025Q4: 9,035 shares; 2026Q1: 4,488 shares 4,488 $1.11M 0.06% -4,547 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,980 shares 9,980 $1.11M 0.06% new 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: 14,332 shares; 2024Q4: 14,399 shares; 2025Q1: 13,389 shares; 2025Q2: 13,221 shares; 2025Q3: 10,243 shares; 2025Q4: 10,548 shares; 2026Q1: 10,048 shares 10,048 $1.1M 0.06% -500 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: 14,023 shares; 2024Q4: 20,356 shares; 2025Q1: 27,747 shares; 2025Q2: 22,005 shares; 2025Q3: 22,720 shares; 2025Q4: 22,743 shares; 2026Q1: 22,267 shares 22,267 $1.1M 0.06% -476 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,946 shares; 2024Q4: 22,527 shares; 2025Q1: 22,110 shares; 2025Q2: 17,804 shares; 2025Q3: 31,932 shares; 2025Q4: 25,024 shares; 2026Q1: 19,081 shares 19,081 $1.08M 0.06% -5,943 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: 820 shares; 2024Q4: 956 shares; 2025Q1: 1,285 shares; 2025Q2: 1,368 shares; 2025Q3: 2,600 shares; 2025Q4: 988 shares; 2026Q1: 3,160 shares 3,160 $1.08M 0.06% +2,172 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: 14,000 shares; 2024Q4: 12,535 shares; 2025Q1: 12,303 shares; 2025Q2: 11,976 shares; 2025Q3: 12,538 shares; 2025Q4: 12,540 shares; 2026Q1: 13,292 shares 13,292 $1.07M 0.06% +752 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 9,325 shares; 2025Q1: 9,356 shares; 2025Q2: 9,349 shares; 2025Q3: 8,128 shares; 2025Q4: 7,405 shares; 2026Q1: 18,848 shares 18,848 $1.06M 0.06% +11,443 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: 1,494 shares; 2024Q4: 921 shares; 2025Q1: 895 shares; 2025Q2: 915 shares; 2025Q3: 992 shares; 2025Q4: 2,192 shares; 2026Q1: 2,274 shares 2,274 $1.05M 0.06% +82 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,082 shares 10,082 $1.04M 0.06% new 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: 4,887 shares; 2024Q4: 4,747 shares; 2025Q1: 4,710 shares; 2025Q2: 4,722 shares; 2025Q3: 4,836 shares; 2025Q4: 6,313 shares; 2026Q1: 7,323 shares 7,323 $1.04M 0.06% +1,010 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: 4,762 shares; 2024Q4: 4,725 shares; 2025Q1: 5,030 shares; 2025Q2: 5,283 shares; 2025Q3: 5,436 shares; 2025Q4: 5,485 shares; 2026Q1: 4,940 shares 4,940 $1.04M 0.06% -545 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,014 shares 7,014 $1.04M 0.06% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,056 shares; 2025Q1: 4,478 shares; 2025Q2: 4,260 shares; 2025Q3: 4,402 shares; 2025Q4: 4,817 shares; 2026Q1: 5,871 shares 5,871 $1.03M 0.06% +1,054 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: 2,157 shares; 2024Q4: 2,157 shares; 2025Q1: 2,098 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,090 shares 2,090 $1.03M 0.06% -5 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: 11,961 shares; 2024Q4: 11,961 shares; 2025Q1: 11,886 shares; 2025Q2: 11,822 shares; 2025Q3: 16,338 shares; 2025Q4: 16,356 shares; 2026Q1: 16,333 shares 16,333 $1.02M 0.06% -23 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 2,660 shares; 2025Q1: 2,792 shares; 2025Q2: 2,325 shares; 2025Q3: 2,525 shares; 2025Q4: 2,425 shares; 2026Q1: 2,191 shares 2,191 $1.02M 0.06% -234 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: 5,830 shares; 2024Q4: 6,473 shares; 2025Q1: 7,314 shares; 2025Q2: 7,574 shares; 2025Q3: 14,331 shares; 2025Q4: 12,875 shares; 2026Q1: 14,011 shares 14,011 $1.01M 0.06% +1,136 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 15,495 shares; 2025Q1: 15,107 shares; 2025Q2: 13,549 shares; 2025Q3: 27,840 shares; 2025Q4: 19,220 shares; 2026Q1: 13,067 shares 13,067 $1M 0.06% -6,153 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,101 shares; 2025Q1: 3,188 shares; 2025Q2: 3,212 shares; 2025Q3: 3,282 shares; 2025Q4: 3,288 shares; 2026Q1: 3,565 shares 3,565 $996K 0.06% +277 Timeline SGOV 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: 21,634 shares; 2026Q1: 9,820 shares 9,820 $988K 0.06% -11,814 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,823 shares 43,823 $985K 0.06% new Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352,132 shares 352,132 $979K 0.06% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 3,838 shares; 2025Q1: 4,190 shares; 2025Q2: 3,190 shares; 2025Q3: 23,955 shares; 2025Q4: 13,400 shares; 2026Q1: 13,286 shares 13,286 $978K 0.06% -114 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,308 shares 9,308 $975K 0.06% new 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: 26,993 shares; 2024Q4: 15,755 shares; 2025Q1: 13,347 shares; 2025Q2: 9,874 shares; 2025Q3: 17,119 shares; 2025Q4: 13,545 shares; 2026Q1: 9,839 shares 9,839 $963K 0.06% -3,706 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,855 shares 4,855 $961K 0.06% new Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,000 shares 56,000 $958K 0.06% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 16,579 shares; 2025Q1: 21,631 shares; 2025Q2: 22,380 shares; 2025Q3: 22,451 shares; 2025Q4: 13,361 shares; 2026Q1: 12,256 shares 12,256 $956K 0.06% -1,105 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS 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: 5,903 shares 5,903 $946K 0.06% new 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: 618 shares; 2024Q4: 625 shares; 2025Q1: 624 shares; 2025Q2: 673 shares; 2025Q3: 743 shares; 2025Q4: 749 shares; 2026Q1: 816 shares 816 $946K 0.06% +67 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,452 shares; 2025Q1: 3,702 shares; 2025Q2: 8,547 shares; 2025Q3: 11,612 shares; 2025Q4: 5,680 shares; 2026Q1: 9,790 shares 9,790 $944K 0.06% +4,110 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: not reported; 2025Q1: 2,736 shares; 2025Q2: 7,338 shares; 2025Q3: 7,954 shares; 2025Q4: 8,060 shares; 2026Q1: 7,426 shares 7,426 $940K 0.05% -634 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,407 shares; 2024Q4: 23,552 shares; 2025Q1: 37,328 shares; 2025Q2: 38,358 shares; 2025Q3: 38,997 shares; 2025Q4: 39,324 shares; 2026Q1: 24,599 shares 24,599 $940K 0.05% -14,725 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: not reported; 2024Q4: 12,449 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,924 shares; 2025Q4: 28,161 shares; 2026Q1: 27,864 shares 27,864 $934K 0.05% -297 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,287 shares 55,287 $929K 0.05% new Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $916K 0.05% 0 Timeline EPSN EPSILON ENERGY LTD More: the full row for EPSILON ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,563 shares 148,563 $915K 0.05% new Timeline MTUS METALLUS INC More: the full row for METALLUS 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: 55,411 shares 55,411 $905K 0.05% new 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: 11,794 shares; 2024Q4: 11,967 shares; 2025Q1: 13,295 shares; 2025Q2: 14,517 shares; 2025Q3: 17,217 shares; 2025Q4: 10,118 shares; 2026Q1: 17,292 shares 17,292 $904K 0.05% +7,174 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,883 shares; 2025Q1: 2,893 shares; 2025Q2: 4,195 shares; 2025Q3: 4,395 shares; 2025Q4: 4,431 shares; 2026Q1: 5,649 shares 5,649 $892K 0.05% +1,218 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: 3,061 shares; 2024Q4: 2,970 shares; 2025Q1: 2,974 shares; 2025Q2: 2,973 shares; 2025Q3: 2,947 shares; 2025Q4: 2,953 shares; 2026Q1: 2,960 shares 2,960 $884K 0.05% +7 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,923 shares 7,923 $878K 0.05% new 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: 1,994 shares; 2024Q4: 1,779 shares; 2025Q1: 1,744 shares; 2025Q2: 1,841 shares; 2025Q3: 1,874 shares; 2025Q4: 1,895 shares; 2026Q1: 2,007 shares 2,007 $876K 0.05% +112 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: 4,145 shares; 2024Q4: 4,948 shares; 2025Q1: 5,169 shares; 2025Q2: 4,953 shares; 2025Q3: 5,121 shares; 2025Q4: 5,181 shares; 2026Q1: 4,464 shares 4,464 $872K 0.05% -717 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: 26,699 shares; 2024Q4: 24,726 shares; 2025Q1: 20,212 shares; 2025Q2: 15,021 shares; 2025Q3: 12,961 shares; 2025Q4: 11,155 shares; 2026Q1: 6,250 shares 6,250 $871K 0.05% -4,905 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: 3,330 shares; 2024Q4: 9,786 shares; 2025Q1: 18,547 shares; 2025Q2: 27,419 shares; 2025Q3: 28,541 shares; 2025Q4: 27,970 shares; 2026Q1: 19,129 shares 19,129 $865K 0.05% -8,841 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: 3,139 shares; 2024Q4: 3,139 shares; 2025Q1: 3,134 shares; 2025Q2: 3,964 shares; 2025Q3: 3,996 shares; 2025Q4: 3,603 shares; 2026Q1: 3,760 shares 3,760 $864K 0.05% +157 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: 4,506 shares; 2024Q4: 4,529 shares; 2025Q1: 4,426 shares; 2025Q2: 4,778 shares; 2025Q3: 4,987 shares; 2025Q4: 5,061 shares; 2026Q1: 5,318 shares 5,318 $864K 0.05% +257 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: 702 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,463 shares; 2025Q3: 2,988 shares; 2025Q4: 3,081 shares; 2026Q1: 2,833 shares 2,833 $861K 0.05% -248 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 5,900 shares; 2025Q1: 5,815 shares; 2025Q2: 5,733 shares; 2025Q3: 6,232 shares; 2025Q4: 6,230 shares; 2026Q1: 6,216 shares 6,216 $860K 0.05% -14 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,327 shares; 2025Q1: 4,295 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,183 shares; 2026Q1: 4,132 shares 4,132 $859K 0.05% -51 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 4,619 shares; 2025Q3: 6,892 shares; 2025Q4: 6,945 shares; 2026Q1: 6,423 shares 6,423 $857K 0.05% -522 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly 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: 32,635 shares 32,635 $857K 0.05% new Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,028 shares; 2025Q1: 65,028 shares; 2025Q2: 65,028 shares; 2025Q3: 65,028 shares; 2025Q4: 65,028 shares; 2026Q1: 65,028 shares 65,028 $854K 0.05% 0 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: 1,621 shares; 2024Q4: 1,564 shares; 2025Q1: 1,493 shares; 2025Q2: 1,515 shares; 2025Q3: 3,261 shares; 2025Q4: 2,507 shares; 2026Q1: 2,591 shares 2,591 $851K 0.05% +84 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,785 shares; 2024Q4: 8,785 shares; 2025Q1: 8,692 shares; 2025Q2: 8,692 shares; 2025Q3: 8,612 shares; 2025Q4: 8,587 shares; 2026Q1: 8,587 shares 8,587 $839K 0.05% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,000 shares; 2025Q4: 45,639 shares; 2026Q1: 74,259 shares 74,259 $838K 0.05% +28,620 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 2,998 shares; 2026Q1: 2,940 shares 2,940 $834K 0.05% -58 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: 2,103 shares; 2024Q4: 2,086 shares; 2025Q1: 2,094 shares; 2025Q2: 1,998 shares; 2025Q3: 2,128 shares; 2025Q4: 2,218 shares; 2026Q1: 2,289 shares 2,289 $819K 0.05% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,671 shares; 2025Q4: 1,351 shares; 2026Q1: 1,452 shares 1,452 $816K 0.05% +101 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,529 shares 7,529 $813K 0.05% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 7,406 shares 7,406 $811K 0.05% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,496 shares; 2025Q2: 4,170 shares; 2025Q3: 5,084 shares; 2025Q4: 5,232 shares; 2026Q1: 5,686 shares 5,686 $810K 0.05% +454 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 3,987 shares; 2025Q1: 3,961 shares; 2025Q2: 4,032 shares; 2025Q3: 4,031 shares; 2025Q4: 4,032 shares; 2026Q1: 6,158 shares 6,158 $806K 0.05% +2,126 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,232 shares; 2024Q4: 13,231 shares; 2025Q1: 13,601 shares; 2025Q2: 13,537 shares; 2025Q3: 13,025 shares; 2025Q4: 12,346 shares; 2026Q1: 12,407 shares 12,407 $802K 0.05% +61 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: 4,643 shares; 2024Q4: 4,713 shares; 2025Q1: 4,661 shares; 2025Q2: 3,342 shares; 2025Q3: 3,336 shares; 2025Q4: 4,427 shares; 2026Q1: 3,336 shares 3,336 $801K 0.05% -1,091 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL 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: 24,151 shares 24,151 $799K 0.05% new 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: 7,921 shares; 2024Q4: 7,501 shares; 2025Q1: 7,522 shares; 2025Q2: 7,546 shares; 2025Q3: 7,571 shares; 2025Q4: 7,580 shares; 2026Q1: 7,716 shares 7,716 $789K 0.05% +136 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,152 shares 4,152 $787K 0.05% new 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: 24,233 shares; 2024Q4: 24,054 shares; 2025Q1: 22,563 shares; 2025Q2: 22,885 shares; 2025Q3: 23,423 shares; 2025Q4: 22,591 shares; 2026Q1: 20,933 shares 20,933 $779K 0.05% -1,658 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: 2,209 shares; 2024Q4: 2,214 shares; 2025Q1: 3,010 shares; 2025Q2: 3,232 shares; 2025Q3: 3,347 shares; 2025Q4: 3,342 shares; 2026Q1: 3,091 shares 3,091 $775K 0.05% -251 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 9,111 shares; 2025Q1: 9,343 shares; 2025Q2: 9,266 shares; 2025Q3: 9,472 shares; 2025Q4: 10,879 shares; 2026Q1: 14,345 shares 14,345 $763K 0.04% +3,466 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,546 shares 29,546 $759K 0.04% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 1,814 shares; 2025Q1: 2,637 shares; 2025Q2: 3,282 shares; 2025Q3: 3,539 shares; 2025Q4: 3,420 shares; 2026Q1: 2,239 shares 2,239 $747K 0.04% -1,181 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 7,830 shares; 2025Q1: 7,500 shares; 2025Q2: 7,174 shares; 2025Q3: 10,438 shares; 2025Q4: 8,836 shares; 2026Q1: 8,890 shares 8,890 $744K 0.04% +54 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,640 shares; 2025Q1: 9,684 shares; 2025Q2: 9,724 shares; 2025Q3: 8,543 shares; 2025Q4: 7,417 shares; 2026Q1: 5,438 shares 5,438 $736K 0.04% -1,979 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,871 shares 30,871 $733K 0.04% new Timeline CRTO CRITEO S A More: the full row for CRITEO S A Quarterly 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: 40,580 shares 40,580 $728K 0.04% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 4,480 shares; 2025Q1: 4,688 shares; 2025Q2: 4,365 shares; 2025Q3: 19,457 shares; 2025Q4: 11,583 shares; 2026Q1: 11,753 shares 11,753 $727K 0.04% +170 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 23,012 shares; 2025Q1: 22,337 shares; 2025Q2: 22,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,368 shares 14,368 $723K 0.04% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 12,420 shares; 2025Q4: 5,673 shares; 2026Q1: 21,727 shares 21,727 $721K 0.04% +16,054 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly 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: 14,227 shares 14,227 $711K 0.04% 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: not reported; 2024Q4: 4,639 shares; 2025Q1: 7,548 shares; 2025Q2: 9,472 shares; 2025Q3: 10,864 shares; 2025Q4: 11,141 shares; 2026Q1: 5,603 shares 5,603 $705K 0.04% -5,538 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,622 shares 84,622 $704K 0.04% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,186 shares; 2025Q2: 8,371 shares; 2025Q3: 8,502 shares; 2025Q4: 8,603 shares; 2026Q1: 8,286 shares 8,286 $703K 0.04% -317 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: 2,174 shares; 2024Q4: 2,135 shares; 2025Q1: 2,218 shares; 2025Q2: 2,275 shares; 2025Q3: 2,447 shares; 2025Q4: 2,287 shares; 2026Q1: 3,732 shares 3,732 $697K 0.04% +1,445 Timeline SPHQ 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: 10,215 shares; 2024Q4: 9,313 shares; 2025Q1: 9,314 shares; 2025Q2: 9,315 shares; 2025Q3: 9,282 shares; 2025Q4: 9,260 shares; 2026Q1: 9,220 shares 9,220 $693K 0.04% -40 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: 567 shares; 2024Q4: 534 shares; 2025Q1: 532 shares; 2025Q2: 461 shares; 2025Q3: 1,842 shares; 2025Q4: 1,519 shares; 2026Q1: 1,742 shares 1,742 $691K 0.04% +223 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: 6,229 shares; 2024Q4: 6,205 shares; 2025Q1: 3,973 shares; 2025Q2: 3,956 shares; 2025Q3: 4,084 shares; 2025Q4: 3,960 shares; 2026Q1: 3,393 shares 3,393 $689K 0.04% -567 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,888 shares; 2025Q4: 3,516 shares; 2026Q1: 3,494 shares 3,494 $689K 0.04% -22 Timeline ATNI ATN INTL INC More: the full row for ATN INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,287 shares 25,287 $688K 0.04% new 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: 6,979 shares; 2024Q4: 7,036 shares; 2025Q1: 7,268 shares; 2025Q2: 7,254 shares; 2025Q3: 7,649 shares; 2025Q4: 6,902 shares; 2026Q1: 7,100 shares 7,100 $684K 0.04% +198 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 990 shares; 2025Q3: 993 shares; 2025Q4: 994 shares; 2026Q1: 973 shares 973 $679K 0.04% -21 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,000 shares 9,000 $678K 0.04% -500 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,036 shares; 2025Q1: 26,818 shares; 2025Q2: 28,455 shares; 2025Q3: 29,720 shares; 2025Q4: 29,153 shares; 2026Q1: 25,884 shares 25,884 $676K 0.04% -3,269 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,733 shares 1,733 $673K 0.04% +39 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: 13,268 shares; 2024Q4: 13,434 shares; 2025Q1: 16,410 shares; 2025Q2: 3,621 shares; 2025Q3: 1,991 shares; 2025Q4: 1,969 shares; 2026Q1: 1,714 shares 1,714 $671K 0.04% -255 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 492 shares; 2025Q1: 481 shares; 2025Q2: 509 shares; 2025Q3: 1,434 shares; 2025Q4: 1,809 shares; 2026Q1: 1,956 shares 1,956 $670K 0.04% +147 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,535 shares; 2024Q4: 68,839 shares; 2025Q1: 68,156 shares; 2025Q2: 67,291 shares; 2025Q3: 67,490 shares; 2025Q4: 41,834 shares; 2026Q1: 42,515 shares 42,515 $665K 0.04% +681 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 14,390 shares; 2025Q1: 12,199 shares; 2025Q2: 12,051 shares; 2025Q3: 14,862 shares; 2025Q4: 11,933 shares; 2026Q1: 12,659 shares 12,659 $665K 0.04% +726 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: 1,978 shares; 2024Q4: 1,979 shares; 2025Q1: 1,858 shares; 2025Q2: 1,766 shares; 2025Q3: 1,740 shares; 2025Q4: 1,741 shares; 2026Q1: 1,860 shares 1,860 $663K 0.04% +119 Timeline BLCO BAUSCH PLUS LOMB CORP More: the full row for BAUSCH PLUS LOMB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,545 shares 41,545 $661K 0.04% new Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE 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: 160,171 shares 160,171 $660K 0.04% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,744 shares; 2025Q1: 9,725 shares; 2025Q2: 9,647 shares; 2025Q3: 9,526 shares; 2025Q4: 8,852 shares; 2026Q1: 3,751 shares 3,751 $655K 0.04% -5,101 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 20,368 shares; 2025Q1: 22,844 shares; 2025Q2: 22,629 shares; 2025Q3: 18,492 shares; 2025Q4: 10,934 shares; 2026Q1: 9,609 shares 9,609 $655K 0.04% -1,325 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: 7,496 shares; 2024Q4: 7,419 shares; 2025Q1: 9,294 shares; 2025Q2: 9,177 shares; 2025Q3: 8,551 shares; 2025Q4: 6,970 shares; 2026Q1: 7,864 shares 7,864 $651K 0.04% +894 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: 7,378 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,237 shares; 2025Q3: 20,850 shares; 2025Q4: 20,498 shares; 2026Q1: 25,093 shares 25,093 $650K 0.04% +4,595 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,950 shares; 2025Q1: 2,550 shares; 2025Q2: 2,642 shares; 2025Q3: 2,403 shares; 2025Q4: 2,275 shares; 2026Q1: 2,317 shares 2,317 $644K 0.04% +42 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,611 shares 6,611 $636K 0.04% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 5,123 shares; 2025Q1: 10,558 shares; 2025Q2: 10,992 shares; 2025Q3: 11,219 shares; 2025Q4: 9,260 shares; 2026Q1: 8,406 shares 8,406 $633K 0.04% -854 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 944 shares; 2026Q1: 644 shares 644 $632K 0.04% -300 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: 20,285 shares; 2024Q4: 23,317 shares; 2025Q1: 23,025 shares; 2025Q2: 23,534 shares; 2025Q3: 19,388 shares; 2025Q4: 16,473 shares; 2026Q1: 5,305 shares 5,305 $629K 0.04% -11,168 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: 5,781 shares; 2024Q4: 3,611 shares; 2025Q1: 8,354 shares; 2025Q2: 8,460 shares; 2025Q3: 5,638 shares; 2025Q4: 4,725 shares; 2026Q1: 4,963 shares 4,963 $627K 0.04% +238 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: 32,110 shares; 2024Q4: 33,259 shares; 2025Q1: 37,249 shares; 2025Q2: 39,706 shares; 2025Q3: 51,783 shares; 2025Q4: 51,226 shares; 2026Q1: 6,658 shares 6,658 $625K 0.04% -44,568 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: 3,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,090 shares; 2025Q4: 3,799 shares; 2026Q1: 3,771 shares 3,771 $619K 0.04% -28 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,187 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 10,968 shares; 2025Q4: 10,968 shares; 2026Q1: 10,968 shares 10,968 $614K 0.04% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 11,113 shares; 2025Q1: 11,329 shares; 2025Q2: 11,465 shares; 2025Q3: 11,647 shares; 2025Q4: 11,649 shares; 2026Q1: 15,409 shares 15,409 $612K 0.04% +3,760 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,492 shares; 2025Q2: 17,351 shares; 2025Q3: 35,691 shares; 2025Q4: 33,067 shares; 2026Q1: 31,842 shares 31,842 $612K 0.04% -1,225 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 380 shares; 2025Q1: 403 shares; 2025Q2: 438 shares; 2025Q3: 449 shares; 2025Q4: 458 shares; 2026Q1: 485 shares 485 $612K 0.04% +27 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,910 shares 16,910 $611K 0.04% new Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,908 shares 7,908 $596K 0.03% new 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: 594 shares; 2024Q4: 593 shares; 2025Q1: 480 shares; 2025Q2: 318 shares; 2025Q3: 317 shares; 2025Q4: 308 shares; 2026Q1: 310 shares 310 $593K 0.03% +2 Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 6,015 shares; 2025Q4: 3,002 shares; 2026Q1: 2,893 shares 2,893 $592K 0.03% -109 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly 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: 12,856 shares 12,856 $590K 0.03% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 556 shares; 2026Q1: 540 shares 540 $589K 0.03% -16 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,341 shares; 2025Q2: 1,358 shares; 2025Q3: 1,367 shares; 2025Q4: 1,345 shares; 2026Q1: 1,357 shares 1,357 $589K 0.03% +12 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 8,063 shares; 2025Q1: 7,539 shares; 2025Q2: 8,967 shares; 2025Q3: 10,897 shares; 2025Q4: 11,332 shares; 2026Q1: 13,799 shares 13,799 $589K 0.03% +2,467 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: 8,474 shares; 2024Q4: 4,262 shares; 2025Q1: 4,139 shares; 2025Q2: 4,038 shares; 2025Q3: 4,021 shares; 2025Q4: 4,025 shares; 2026Q1: 4,033 shares 4,033 $586K 0.03% +8 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: 3,036 shares; 2024Q4: 5,801 shares; 2025Q1: 6,115 shares; 2025Q2: 4,728 shares; 2025Q3: 5,091 shares; 2025Q4: 5,076 shares; 2026Q1: 4,502 shares 4,502 $585K 0.03% -574 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 2,826 shares; 2025Q1: 2,310 shares; 2025Q2: 2,432 shares; 2025Q3: 2,803 shares; 2025Q4: 2,738 shares; 2026Q1: 3,640 shares 3,640 $584K 0.03% +902 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,474 shares 11,474 $583K 0.03% new 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: 1,480 shares; 2024Q4: 1,522 shares; 2025Q1: 1,587 shares; 2025Q2: 1,687 shares; 2025Q3: 1,638 shares; 2025Q4: 1,737 shares; 2026Q1: 1,683 shares 1,683 $581K 0.03% -54 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,066 shares 5,066 $581K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,355 shares; 2025Q1: 1,397 shares; 2025Q2: 1,409 shares; 2025Q3: 1,385 shares; 2025Q4: 1,382 shares; 2026Q1: 1,371 shares 1,371 $572K 0.03% -11 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER 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: 12,633 shares 12,633 $570K 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,813 shares; 2025Q4: 1,814 shares; 2026Q1: 1,816 shares 1,816 $570K 0.03% +2 Timeline VOT 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: 4,771 shares; 2024Q4: 3,530 shares; 2025Q1: 2,602 shares; 2025Q2: 2,202 shares; 2025Q3: 2,246 shares; 2025Q4: 2,205 shares; 2026Q1: 2,206 shares 2,206 $568K 0.03% +1 Timeline PHIN PHINIA INC More: the full row for PHINIA 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: 8,282 shares 8,282 $567K 0.03% new 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: 4,034 shares; 2024Q4: 4,045 shares; 2025Q1: 3,691 shares; 2025Q2: 3,696 shares; 2025Q3: 5,460 shares; 2025Q4: 4,549 shares; 2026Q1: 3,838 shares 3,838 $563K 0.03% -711 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,506 shares; 2025Q4: 3,874 shares; 2026Q1: 4,079 shares 4,079 $560K 0.03% +205 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: 4,453 shares; 2024Q4: 7,271 shares; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 12,371 shares; 2025Q4: 15,259 shares; 2026Q1: 12,169 shares 12,169 $558K 0.03% -3,090 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 1,581 shares; 2026Q1: 1,546 shares 1,546 $555K 0.03% -35 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 3,226 shares; 2025Q1: 3,331 shares; 2025Q2: 4,691 shares; 2025Q3: 4,817 shares; 2025Q4: 5,092 shares; 2026Q1: 4,711 shares 4,711 $552K 0.03% -381 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,975 shares; 2025Q1: 4,992 shares; 2025Q2: 3,506 shares; 2025Q3: 3,973 shares; 2025Q4: 4,515 shares; 2026Q1: 6,689 shares 6,689 $552K 0.03% +2,174 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS 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: 6,139 shares 6,139 $552K 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,422 shares; 2026Q1: 5,610 shares 5,610 $548K 0.03% +2,188 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: 8,095 shares; 2024Q4: 7,801 shares; 2025Q1: 7,890 shares; 2025Q2: 7,862 shares; 2025Q3: 7,555 shares; 2025Q4: 7,416 shares; 2026Q1: 7,477 shares 7,477 $537K 0.03% +61 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,528 shares; 2026Q1: 6,186 shares 6,186 $536K 0.03% -342 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 9,056 shares; 2025Q1: 9,565 shares; 2025Q2: 11,443 shares; 2025Q3: 11,811 shares; 2025Q4: 12,082 shares; 2026Q1: 14,286 shares 14,286 $532K 0.03% +2,204 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 8,872 shares; 2025Q1: 8,957 shares; 2025Q2: 9,039 shares; 2025Q3: 9,088 shares; 2025Q4: 9,208 shares; 2026Q1: 9,294 shares 9,294 $523K 0.03% +86 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,254 shares 10,254 $523K 0.03% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,875 shares; 2025Q1: 3,871 shares; 2025Q2: 3,934 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: 3,985 shares 3,985 $522K 0.03% +38 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,792 shares; 2024Q4: 3,859 shares; 2025Q1: 2,774 shares; 2025Q2: 2,795 shares; 2025Q3: 2,829 shares; 2025Q4: 2,821 shares; 2026Q1: 2,816 shares 2,816 $519K 0.03% -5 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: not reported; 2024Q4: not reported; 2025Q1: 1,081 shares; 2025Q2: 1,056 shares; 2025Q3: 1,057 shares; 2025Q4: 2,355 shares; 2026Q1: 2,447 shares 2,447 $517K 0.03% +92 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: 4,473 shares; 2024Q4: 5,424 shares; 2025Q1: 5,194 shares; 2025Q2: 5,087 shares; 2025Q3: 4,934 shares; 2025Q4: 4,833 shares; 2026Q1: 4,565 shares 4,565 $516K 0.03% -268 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX 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: 21,081 shares 21,081 $514K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,260 shares; 2025Q4: 4,619 shares; 2026Q1: 2,830 shares 2,830 $510K 0.03% -1,789 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: not reported; 2024Q4: 586 shares; 2025Q1: 736 shares; 2025Q2: 984 shares; 2025Q3: 668 shares; 2025Q4: 686 shares; 2026Q1: 459 shares 459 $502K 0.03% -227 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 7,173 shares; 2026Q1: 7,622 shares 7,622 $497K 0.03% +449 Timeline SPGM 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: 6,325 shares; 2024Q4: 6,395 shares; 2025Q1: 6,395 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares 6,525 $494K 0.03% 0 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: 871 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 791 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $489K 0.03% 0 Timeline RCMT RCM TECHNOLOGIES INC More: the full row for RCM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,521 shares 25,521 $488K 0.03% new 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: 1,985 shares; 2024Q4: 1,980 shares; 2025Q1: 1,851 shares; 2025Q2: 1,718 shares; 2025Q3: 1,725 shares; 2025Q4: 1,767 shares; 2026Q1: 1,676 shares 1,676 $487K 0.03% -91 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: 40,167 shares; 2024Q4: 39,054 shares; 2025Q1: 42,353 shares; 2025Q2: 43,704 shares; 2025Q3: 44,508 shares; 2025Q4: 38,038 shares; 2026Q1: 33,865 shares 33,865 $487K 0.03% -4,173 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 11,727 shares; 2025Q1: 11,787 shares; 2025Q2: 12,336 shares; 2025Q3: 10,937 shares; 2025Q4: 9,366 shares; 2026Q1: 12,809 shares 12,809 $485K 0.03% +3,443 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,853 shares; 2025Q1: 4,333 shares; 2025Q2: 4,695 shares; 2025Q3: 4,910 shares; 2025Q4: 3,802 shares; 2026Q1: 4,062 shares 4,062 $479K 0.03% +260 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: 3,286 shares; 2024Q4: 3,326 shares; 2025Q1: 3,185 shares; 2025Q2: 3,256 shares; 2025Q3: 3,297 shares; 2025Q4: 3,186 shares; 2026Q1: 3,170 shares 3,170 $476K 0.03% -16 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,917 shares; 2025Q1: 3,225 shares; 2025Q2: 3,448 shares; 2025Q3: 3,520 shares; 2025Q4: 3,534 shares; 2026Q1: 3,555 shares 3,555 $473K 0.03% +21 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,249 shares; 2025Q1: 1,023 shares; 2025Q2: 1,044 shares; 2025Q3: 1,864 shares; 2025Q4: 1,466 shares; 2026Q1: 1,093 shares 1,093 $473K 0.03% -373 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 3,834 shares; 2025Q1: 6,891 shares; 2025Q2: 6,906 shares; 2025Q3: 6,970 shares; 2025Q4: 7,120 shares; 2026Q1: 7,259 shares 7,259 $469K 0.03% +139 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,412 shares 28,412 $467K 0.03% new Timeline STIP 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: 3,539 shares; 2024Q4: 3,554 shares; 2025Q1: 3,995 shares; 2025Q2: 3,978 shares; 2025Q3: 4,004 shares; 2025Q4: 4,207 shares; 2026Q1: 4,438 shares 4,438 $459K 0.03% +231 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,152 shares; 2024Q4: 32,302 shares; 2025Q1: 40,965 shares; 2025Q2: 40,413 shares; 2025Q3: 44,253 shares; 2025Q4: 45,753 shares; 2026Q1: 41,955 shares 41,955 $459K 0.03% -3,798 Timeline GBTG GLOBAL BUSINESS TRAVEL GROUP More: the full row for GLOBAL BUSINESS TRAVEL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,132 shares 82,132 $458K 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,370 shares; 2025Q1: 1,227 shares; 2025Q2: 1,024 shares; 2025Q3: 1,063 shares; 2025Q4: 1,062 shares; 2026Q1: 1,073 shares 1,073 $456K 0.03% +11 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: 4,007 shares; 2024Q4: 3,869 shares; 2025Q1: 3,802 shares; 2025Q2: 3,411 shares; 2025Q3: 16,578 shares; 2025Q4: 12,265 shares; 2026Q1: 7,213 shares 7,213 $453K 0.03% -5,052 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: 4,865 shares; 2024Q4: 4,682 shares; 2025Q1: 4,648 shares; 2025Q2: 4,721 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares; 2026Q1: 4,723 shares 4,723 $441K 0.03% +1 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 15,908 shares; 2025Q1: 19,958 shares; 2025Q2: 19,908 shares; 2025Q3: 22,258 shares; 2025Q4: 22,258 shares; 2026Q1: 22,673 shares 22,673 $440K 0.03% +415 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 7,110 shares; 2025Q1: 7,790 shares; 2025Q2: 12,197 shares; 2025Q3: 9,222 shares; 2025Q4: 9,471 shares; 2026Q1: 9,478 shares 9,478 $440K 0.03% +7 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,670 shares; 2026Q1: 1,623 shares 1,623 $439K 0.03% -47 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 4,306 shares; 2025Q1: 2,318 shares; 2025Q2: 2,228 shares; 2025Q3: 2,124 shares; 2025Q4: 2,080 shares; 2026Q1: 2,087 shares 2,087 $438K 0.03% +7 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,552 shares; 2025Q3: 6,552 shares; 2025Q4: 6,552 shares; 2026Q1: 6,552 shares 6,552 $437K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,998 shares; 2025Q4: 9,078 shares; 2026Q1: 9,060 shares 9,060 $435K 0.03% -18 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,831 shares; 2024Q4: 27,424 shares; 2025Q1: 29,202 shares; 2025Q2: 28,753 shares; 2025Q3: 26,346 shares; 2025Q4: 19,251 shares; 2026Q1: 8,612 shares 8,612 $430K 0.03% -10,639 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: 1,184 shares; 2024Q4: 1,165 shares; 2025Q1: 807 shares; 2025Q2: 750 shares; 2025Q3: 753 shares; 2025Q4: 773 shares; 2026Q1: 757 shares 757 $427K 0.02% -16 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,197 shares; 2024Q4: 42,773 shares; 2025Q1: 39,657 shares; 2025Q2: 45,014 shares; 2025Q3: 36,779 shares; 2025Q4: 36,865 shares; 2026Q1: 36,732 shares 36,732 $424K 0.02% -133 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS 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: 9,620 shares 9,620 $423K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 1,739 shares; 2025Q4: 1,765 shares; 2026Q1: 1,700 shares 1,700 $422K 0.02% -65 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,263 shares; 2025Q4: 8,126 shares; 2026Q1: 8,126 shares 8,126 $422K 0.02% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,403 shares; 2024Q4: 69,861 shares; 2025Q1: 11,168 shares; 2025Q2: 11,182 shares; 2025Q3: 11,192 shares; 2025Q4: 11,202 shares; 2026Q1: 11,188 shares 11,188 $419K 0.02% -14 Timeline EMXC 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: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,562 shares; 2025Q2: 4,907 shares; 2025Q3: 9,491 shares; 2025Q4: 7,181 shares; 2026Q1: 5,270 shares 5,270 $415K 0.02% -1,911 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,408 shares 7,408 $412K 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: 8,248 shares; 2024Q4: 6,796 shares; 2025Q1: 10,767 shares; 2025Q2: 10,348 shares; 2025Q3: 8,401 shares; 2025Q4: 8,634 shares; 2026Q1: 8,391 shares 8,391 $411K 0.02% -243 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: 10,669 shares; 2024Q4: 9,054 shares; 2025Q1: 9,353 shares; 2025Q2: 7,986 shares; 2025Q3: 8,644 shares; 2025Q4: 8,527 shares; 2026Q1: 8,474 shares 8,474 $409K 0.02% -53 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,422 shares; 2025Q1: 9,393 shares; 2025Q2: 5,059 shares; 2025Q3: 7,100 shares; 2025Q4: 7,080 shares; 2026Q1: 7,305 shares 7,305 $404K 0.02% +225 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 9,815 shares; 2025Q1: 9,597 shares; 2025Q2: 9,517 shares; 2025Q3: 9,943 shares; 2025Q4: 5,381 shares; 2026Q1: 3,832 shares 3,832 $403K 0.02% -1,549 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,237 shares; 2025Q4: 6,096 shares; 2026Q1: 5,768 shares 5,768 $401K 0.02% -328 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 309 shares; 2025Q1: 302 shares; 2025Q2: 3,989 shares; 2025Q3: 4,090 shares; 2025Q4: 4,002 shares; 2026Q1: 4,283 shares 4,283 $395K 0.02% +281 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,825 shares; 2025Q1: 4,315 shares; 2025Q2: 5,408 shares; 2025Q3: 6,564 shares; 2025Q4: 3,525 shares; 2026Q1: 7,761 shares 7,761 $394K 0.02% +4,236 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,632 shares; 2025Q1: 1,889 shares; 2025Q2: 1,982 shares; 2025Q3: 2,022 shares; 2025Q4: 1,129 shares; 2026Q1: 1,223 shares 1,223 $393K 0.02% +94 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,872 shares; 2025Q4: 10,043 shares; 2026Q1: 9,994 shares 9,994 $393K 0.02% -49 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,609 shares 35,609 $391K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,139 shares; 2025Q2: 1,395 shares; 2025Q3: 1,448 shares; 2025Q4: 1,437 shares; 2026Q1: 1,431 shares 1,431 $390K 0.02% -6 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 12,358 shares; 2025Q1: 12,410 shares; 2025Q2: 12,461 shares; 2025Q3: 12,576 shares; 2025Q4: 12,630 shares; 2026Q1: 12,687 shares 12,687 $387K 0.02% +57 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS 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: 25,266 shares 25,266 $381K 0.02% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares; 2025Q4: 2,139 shares; 2026Q1: 2,355 shares 2,355 $381K 0.02% +216 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,472 shares; 2024Q4: 12,940 shares; 2025Q1: 9,345 shares; 2025Q2: 9,007 shares; 2025Q3: 9,057 shares; 2025Q4: 9,113 shares; 2026Q1: 9,119 shares 9,119 $380K 0.02% +6 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,063 shares; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,435 shares; 2025Q4: 3,176 shares; 2026Q1: 3,198 shares 3,198 $378K 0.02% +22 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: 539 shares; 2024Q4: 595 shares; 2025Q1: 521 shares; 2025Q2: 65 shares; 2025Q3: 114 shares; 2025Q4: 89 shares; 2026Q1: 88 shares 88 $371K 0.02% -1 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,662 shares; 2025Q1: 2,629 shares; 2025Q2: 1,611 shares; 2025Q3: 1,699 shares; 2025Q4: 1,701 shares; 2026Q1: 1,705 shares 1,705 $371K 0.02% +4 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR 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: 34,632 shares 34,632 $369K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,588 shares; 2025Q1: 1,572 shares; 2025Q2: 1,577 shares; 2025Q3: 1,475 shares; 2025Q4: 1,578 shares; 2026Q1: 1,578 shares 1,578 $368K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 8,445 shares; 2025Q1: 8,137 shares; 2025Q2: 8,437 shares; 2025Q3: 6,326 shares; 2025Q4: 5,853 shares; 2026Q1: 5,649 shares 5,649 $367K 0.02% -204 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,568 shares; 2026Q1: 9,370 shares 9,370 $365K 0.02% +1,802 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly 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: 72,272 shares 72,272 $364K 0.02% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,568 shares; 2024Q4: 17,065 shares; 2025Q1: 26,121 shares; 2025Q2: 28,343 shares; 2025Q3: 22,362 shares; 2025Q4: 17,949 shares; 2026Q1: 7,755 shares 7,755 $364K 0.02% -10,194 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,292 shares; 2026Q1: 3,131 shares 3,131 $361K 0.02% -161 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: 8,929 shares; 2024Q4: 8,948 shares; 2025Q1: 8,903 shares; 2025Q2: 9,451 shares; 2025Q3: 9,209 shares; 2025Q4: 9,357 shares; 2026Q1: 8,799 shares 8,799 $361K 0.02% -558 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,820 shares; 2026Q1: 2,820 shares 2,820 $358K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,200 shares; 2025Q1: 2,201 shares; 2025Q2: 2,342 shares; 2025Q3: 2,194 shares; 2025Q4: 2,197 shares; 2026Q1: 2,635 shares 2,635 $358K 0.02% +438 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,316 shares; 2025Q1: 18,832 shares; 2025Q2: 20,300 shares; 2025Q3: 21,294 shares; 2025Q4: 19,794 shares; 2026Q1: 18,300 shares 18,300 $357K 0.02% -1,494 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,422 shares 1,422 $356K 0.02% new 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: 4,437 shares; 2024Q4: 4,172 shares; 2025Q1: 4,200 shares; 2025Q2: 4,240 shares; 2025Q3: 4,123 shares; 2025Q4: 4,147 shares; 2026Q1: 4,175 shares 4,175 $356K 0.02% +28 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: 6,823 shares; 2024Q4: 5,923 shares; 2025Q1: 5,978 shares; 2025Q2: 34,101 shares; 2025Q3: 34,587 shares; 2025Q4: 29,488 shares; 2026Q1: 6,442 shares 6,442 $356K 0.02% -23,046 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,423 shares; 2025Q1: 12,293 shares; 2025Q2: 12,405 shares; 2025Q3: 12,558 shares; 2025Q4: 12,672 shares; 2026Q1: 14,260 shares 14,260 $354K 0.02% +1,588 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,558 shares; 2025Q1: 11,558 shares; 2025Q2: 11,558 shares; 2025Q3: 11,558 shares; 2025Q4: 11,558 shares; 2026Q1: 11,558 shares 11,558 $352K 0.02% 0 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: 5,566 shares; 2024Q4: 5,583 shares; 2025Q1: 5,604 shares; 2025Q2: 5,661 shares; 2025Q3: 8,489 shares; 2025Q4: 8,474 shares; 2026Q1: 8,671 shares 8,671 $351K 0.02% +197 Timeline IGF 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: 5,097 shares; 2024Q4: 5,132 shares; 2025Q1: 5,148 shares; 2025Q2: 5,167 shares; 2025Q3: 5,144 shares; 2025Q4: 5,150 shares; 2026Q1: 5,223 shares 5,223 $350K 0.02% +73 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: 2,371 shares; 2024Q4: 2,309 shares; 2025Q1: 2,975 shares; 2025Q2: 3,131 shares; 2025Q3: 3,247 shares; 2025Q4: 1,589 shares; 2026Q1: 1,568 shares 1,568 $348K 0.02% -21 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 3,630 shares; 2025Q1: 1,912 shares; 2025Q2: 1,208 shares; 2025Q3: 1,224 shares; 2025Q4: 1,249 shares; 2026Q1: 2,296 shares 2,296 $343K 0.02% +1,047 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,282 shares; 2025Q1: 2,093 shares; 2025Q2: 2,071 shares; 2025Q3: 1,867 shares; 2025Q4: 1,902 shares; 2026Q1: 1,886 shares 1,886 $342K 0.02% -16 Timeline