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: restricted; 2024Q4: 35,205 shares; 2025Q1: 44,839 shares; 2025Q2: 46,268 shares; 2025Q3: 48,057 shares; 2025Q4: 48,853 shares; 2026Q1: 186,808 shares 186,808 $69.2M 6.82% +137,955 Timeline AVDE 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: restricted; 2024Q4: 654,518 shares; 2025Q1: 653,815 shares; 2025Q2: 648,602 shares; 2025Q3: 606,096 shares; 2025Q4: 599,355 shares; 2026Q1: 585,132 shares 585,132 $49.6M 4.89% -14,223 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 531,053 shares; 2025Q1: 565,218 shares; 2025Q2: 512,086 shares; 2025Q3: 561,696 shares; 2025Q4: 764,886 shares; 2026Q1: 840,643 shares 840,643 $46.4M 4.57% +75,757 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686,301 shares; 2025Q1: 692,392 shares; 2025Q2: 713,091 shares; 2025Q3: 746,636 shares; 2025Q4: 845,890 shares; 2026Q1: 921,453 shares 921,453 $35.8M 3.53% +75,563 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: restricted; 2024Q4: 401,731 shares; 2025Q1: 401,522 shares; 2025Q2: 391,938 shares; 2025Q3: 391,454 shares; 2025Q4: 390,320 shares; 2026Q1: 380,953 shares 380,953 $30.7M 3.03% -9,367 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349,414 shares; 2025Q1: 350,164 shares; 2025Q2: 356,343 shares; 2025Q3: 368,314 shares; 2025Q4: 460,282 shares; 2026Q1: 486,453 shares 486,453 $28M 2.76% +26,171 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 306,985 shares; 2025Q1: 300,320 shares; 2025Q2: 283,604 shares; 2025Q3: 243,892 shares; 2025Q4: 280,118 shares; 2026Q1: 267,267 shares 267,267 $24.5M 2.42% -12,851 Timeline DFIC 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: restricted; 2024Q4: 403,229 shares; 2025Q1: 436,441 shares; 2025Q2: 472,518 shares; 2025Q3: 474,540 shares; 2025Q4: 529,713 shares; 2026Q1: 564,421 shares 564,421 $20.1M 1.98% +34,708 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: restricted; 2024Q4: 29,563 shares; 2025Q1: 48,710 shares; 2025Q2: 50,239 shares; 2025Q3: 51,696 shares; 2025Q4: 56,980 shares; 2026Q1: 70,662 shares 70,662 $17.9M 1.77% +13,682 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: restricted; 2024Q4: 5,805 shares; 2025Q1: 10,468 shares; 2025Q2: 12,454 shares; 2025Q3: 14,240 shares; 2025Q4: 14,271 shares; 2026Q1: 54,965 shares 54,965 $17M 1.68% +40,694 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: restricted; 2024Q4: 27,905 shares; 2025Q1: 60,279 shares; 2025Q2: 67,440 shares; 2025Q3: 71,466 shares; 2025Q4: 75,932 shares; 2026Q1: 95,905 shares 95,905 $16.7M 1.65% +19,973 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,409 shares; 2025Q1: 232,202 shares; 2025Q2: 256,302 shares; 2025Q3: 236,175 shares; 2025Q4: 306,339 shares; 2026Q1: 320,167 shares 320,167 $15M 1.47% +13,828 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: restricted; 2024Q4: 34,758 shares; 2025Q1: 34,777 shares; 2025Q2: 35,092 shares; 2025Q3: 33,187 shares; 2025Q4: 31,686 shares; 2026Q1: 36,808 shares 36,808 $11.8M 1.16% +5,122 Timeline GNR 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: restricted; 2024Q4: 148,266 shares; 2025Q1: 147,730 shares; 2025Q2: 167,746 shares; 2025Q3: 160,903 shares; 2025Q4: 160,828 shares; 2026Q1: 157,460 shares 157,460 $11.8M 1.16% -3,368 Timeline GREK 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: restricted; 2024Q4: 248,878 shares; 2025Q1: 252,210 shares; 2025Q2: 229,508 shares; 2025Q3: 210,404 shares; 2025Q4: 192,612 shares; 2026Q1: 177,116 shares 177,116 $11.3M 1.12% -15,496 Timeline DFEM 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: restricted; 2024Q4: 154,898 shares; 2025Q1: 177,045 shares; 2025Q2: 200,345 shares; 2025Q3: 205,391 shares; 2025Q4: 246,211 shares; 2026Q1: 306,629 shares 306,629 $10.6M 1.04% +60,418 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: restricted; 2024Q4: 6,552 shares; 2025Q1: 6,448 shares; 2025Q2: 6,299 shares; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares; 2026Q1: 116,100 shares 116,100 $10.5M 1.04% +109,955 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: restricted; 2024Q4: 158,951 shares; 2025Q1: 159,004 shares; 2025Q2: 208,527 shares; 2025Q3: 206,155 shares; 2025Q4: 204,850 shares; 2026Q1: 204,894 shares 204,894 $9.93M 0.98% +44 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: restricted; 2024Q4: 81,457 shares; 2025Q1: 70,244 shares; 2025Q2: 69,711 shares; 2025Q3: 72,764 shares; 2025Q4: 52,110 shares; 2026Q1: 56,609 shares 56,609 $9.6M 0.95% +4,499 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: restricted; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,144 shares; 2026Q1: 98,354 shares 98,354 $9.56M 0.94% +94,210 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,882 shares; 2025Q1: 124,465 shares; 2025Q2: 116,397 shares; 2025Q3: 105,386 shares; 2025Q4: 102,022 shares; 2026Q1: 97,292 shares 97,292 $9.02M 0.89% -4,730 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: restricted; 2024Q4: 23,276 shares; 2025Q1: 23,276 shares; 2025Q2: 22,390 shares; 2025Q3: 21,892 shares; 2025Q4: 21,583 shares; 2026Q1: 20,772 shares 20,772 $8.94M 0.88% -811 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,588 shares 120,588 $8.41M 0.83% new Timeline AVUS 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: restricted; 2024Q4: 65,088 shares; 2025Q1: 64,816 shares; 2025Q2: 64,774 shares; 2025Q3: 64,822 shares; 2025Q4: 65,228 shares; 2026Q1: 70,830 shares 70,830 $7.87M 0.78% +5,602 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: restricted; 2024Q4: 12,301 shares; 2025Q1: 20,599 shares; 2025Q2: 27,024 shares; 2025Q3: 29,823 shares; 2025Q4: 31,515 shares; 2026Q1: 37,553 shares 37,553 $7.82M 0.77% +6,038 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: restricted; 2024Q4: 8,996 shares; 2025Q1: 17,833 shares; 2025Q2: 20,342 shares; 2025Q3: 20,024 shares; 2025Q4: 21,076 shares; 2026Q1: 26,059 shares 26,059 $7.49M 0.74% +4,983 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: restricted; 2024Q4: 8,970 shares; 2025Q1: 11,605 shares; 2025Q2: 11,525 shares; 2025Q3: 11,777 shares; 2025Q4: 12,459 shares; 2026Q1: 14,400 shares 14,400 $6.9M 0.68% +1,941 Timeline RING 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: restricted; 2024Q4: 76,541 shares; 2025Q1: 75,498 shares; 2025Q2: 76,440 shares; 2025Q3: 68,344 shares; 2025Q4: 63,020 shares; 2026Q1: 79,227 shares 79,227 $6.26M 0.62% +16,207 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,836 shares; 2025Q1: 86,058 shares; 2025Q2: 83,524 shares; 2025Q3: 78,946 shares; 2025Q4: 69,735 shares; 2026Q1: 68,727 shares 68,727 $6.06M 0.6% -1,008 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: restricted; 2024Q4: 7,721 shares; 2025Q1: 14,004 shares; 2025Q2: 12,179 shares; 2025Q3: 14,766 shares; 2025Q4: 15,037 shares; 2026Q1: 19,034 shares 19,034 $5.46M 0.54% +3,997 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: restricted; 2024Q4: 3,684 shares; 2025Q1: 6,391 shares; 2025Q2: 7,185 shares; 2025Q3: 7,731 shares; 2025Q4: 8,027 shares; 2026Q1: 9,189 shares 9,189 $5.26M 0.52% +1,162 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: restricted; 2024Q4: 52,782 shares; 2025Q1: 52,816 shares; 2025Q2: 51,523 shares; 2025Q3: 52,738 shares; 2025Q4: 52,654 shares; 2026Q1: 52,056 shares 52,056 $5.2M 0.51% -598 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: restricted; 2024Q4: 78,690 shares; 2025Q1: 81,348 shares; 2025Q2: 74,883 shares; 2025Q3: 80,620 shares; 2025Q4: 75,178 shares; 2026Q1: 78,704 shares 78,704 $4.77M 0.47% +3,526 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: restricted; 2024Q4: 18,180 shares; 2025Q1: 15,871 shares; 2025Q2: 14,539 shares; 2025Q3: 15,042 shares; 2025Q4: 15,610 shares; 2026Q1: 16,633 shares 16,633 $4.72M 0.47% +1,023 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: restricted; 2024Q4: 3,892 shares; 2025Q1: 6,720 shares; 2025Q2: 8,147 shares; 2025Q3: 8,553 shares; 2025Q4: 9,476 shares; 2026Q1: 11,964 shares 11,964 $4.45M 0.44% +2,488 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,270 shares; 2025Q1: 117,875 shares; 2025Q2: 116,599 shares; 2025Q3: 116,804 shares; 2025Q4: 117,051 shares; 2026Q1: 117,112 shares 117,112 $3.98M 0.39% +61 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: restricted; 2024Q4: 34,994 shares; 2025Q1: 50,978 shares; 2025Q2: 55,881 shares; 2025Q3: 63,471 shares; 2025Q4: 69,269 shares; 2026Q1: 71,598 shares 71,598 $3.96M 0.39% +2,329 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,576 shares; 2025Q1: 88,514 shares; 2025Q2: 86,202 shares; 2025Q3: 88,063 shares; 2025Q4: 86,626 shares; 2026Q1: 87,149 shares 87,149 $3.95M 0.39% +523 Timeline DFAI 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: restricted; 2024Q4: 104,905 shares; 2025Q1: 107,324 shares; 2025Q2: 104,583 shares; 2025Q3: 103,688 shares; 2025Q4: 102,406 shares; 2026Q1: 100,411 shares 100,411 $3.91M 0.39% -1,995 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 158,262 shares 158,262 $3.84M 0.38% +158,242 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: restricted; 2024Q4: 3,797 shares; 2025Q1: 7,310 shares; 2025Q2: 8,178 shares; 2025Q3: 8,604 shares; 2025Q4: 9,495 shares; 2026Q1: 12,225 shares 12,225 $3.6M 0.35% +2,730 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: restricted; 2024Q4: 92 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 199 shares; 2026Q1: 11,398 shares 11,398 $3.58M 0.35% +11,199 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: restricted; 2024Q4: 4,678 shares; 2025Q1: 8,425 shares; 2025Q2: 10,603 shares; 2025Q3: 11,875 shares; 2025Q4: 11,577 shares; 2026Q1: 14,498 shares 14,498 $3.54M 0.35% +2,921 Timeline DXIV 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: restricted; 2024Q4: 7,982 shares; 2025Q1: 34,244 shares; 2025Q2: 31,671 shares; 2025Q3: 33,694 shares; 2025Q4: 42,892 shares; 2026Q1: 49,004 shares 49,004 $3.31M 0.33% +6,112 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: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,961 shares; 2025Q2: 1,517 shares; 2025Q3: 2,260 shares; 2025Q4: 2,788 shares; 2026Q1: 3,546 shares 3,546 $3.26M 0.32% +758 Timeline DFAU 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: restricted; 2024Q4: 26,593 shares; 2025Q1: 65,791 shares; 2025Q2: 64,449 shares; 2025Q3: 64,477 shares; 2025Q4: 65,312 shares; 2026Q1: 70,001 shares 70,001 $3.16M 0.31% +4,689 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: restricted; 2024Q4: 40,354 shares; 2025Q1: 40,354 shares; 2025Q2: 40,480 shares; 2025Q3: 40,824 shares; 2025Q4: 41,036 shares; 2026Q1: 39,723 shares 39,723 $3.12M 0.31% -1,313 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: restricted; 2024Q4: 9,267 shares; 2025Q1: 16,160 shares; 2025Q2: 14,315 shares; 2025Q3: 18,937 shares; 2025Q4: 18,088 shares; 2026Q1: 24,819 shares 24,819 $3.08M 0.3% +6,731 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,741 shares; 2025Q1: 24,741 shares; 2025Q2: 24,742 shares; 2025Q3: 24,521 shares; 2025Q4: 24,478 shares; 2026Q1: 26,136 shares 26,136 $2.89M 0.28% +1,658 Timeline DFEV 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: restricted; 2024Q4: 29,834 shares; 2025Q1: 52,777 shares; 2025Q2: 57,306 shares; 2025Q3: 60,169 shares; 2025Q4: 69,375 shares; 2026Q1: 78,501 shares 78,501 $2.81M 0.28% +9,126 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: restricted; 2024Q4: 16,914 shares; 2025Q1: 40,020 shares; 2025Q2: 45,537 shares; 2025Q3: 74,185 shares; 2025Q4: 101,550 shares; 2026Q1: 112,055 shares 112,055 $2.72M 0.27% +10,505 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: restricted; 2024Q4: 4,515 shares; 2025Q1: 3,675 shares; 2025Q2: 3,556 shares; 2025Q3: 3,599 shares; 2025Q4: 3,775 shares; 2026Q1: 3,082 shares 3,082 $2.69M 0.27% -693 Timeline DFAE 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: restricted; 2024Q4: 77,966 shares; 2025Q1: 79,123 shares; 2025Q2: 79,108 shares; 2025Q3: 78,349 shares; 2025Q4: 78,196 shares; 2026Q1: 78,262 shares 78,262 $2.65M 0.26% +66 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: restricted; 2024Q4: 109 shares; 2025Q1: 1,249 shares; 2025Q2: 1,374 shares; 2025Q3: 1,534 shares; 2025Q4: 1,671 shares; 2026Q1: 1,997 shares 1,997 $2.64M 0.26% +326 Timeline DXUV 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: restricted; 2024Q4: 4,430 shares; 2025Q1: 48,459 shares; 2025Q2: 24,079 shares; 2025Q3: 31,851 shares; 2025Q4: 37,794 shares; 2026Q1: 41,144 shares 41,144 $2.44M 0.24% +3,350 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,929 shares; 2025Q1: 9,973 shares; 2025Q2: 9,998 shares; 2025Q3: 10,105 shares; 2025Q4: 9,982 shares; 2026Q1: 10,855 shares 10,855 $2.38M 0.23% +873 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: restricted; 2024Q4: 3,706 shares; 2025Q1: 3,706 shares; 2025Q2: 3,706 shares; 2025Q3: 3,622 shares; 2025Q4: 3,611 shares; 2026Q1: 3,511 shares 3,511 $2.29M 0.23% -100 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: restricted; 2024Q4: 4,526 shares; 2025Q1: 6,468 shares; 2025Q2: 5,665 shares; 2025Q3: 6,718 shares; 2025Q4: 5,221 shares; 2026Q1: 7,566 shares 7,566 $2.29M 0.23% +2,345 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: restricted; 2024Q4: 6,547 shares; 2025Q1: 8,219 shares; 2025Q2: 6,981 shares; 2025Q3: 7,612 shares; 2025Q4: 8,492 shares; 2026Q1: 6,850 shares 6,850 $2.25M 0.22% -1,642 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: restricted; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 6,940 shares; 2025Q3: 8,229 shares; 2025Q4: 8,169 shares; 2026Q1: 10,400 shares 10,400 $2.24M 0.22% +2,231 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: restricted; 2024Q4: 4,539 shares; 2025Q1: 6,744 shares; 2025Q2: 5,780 shares; 2025Q3: 9,688 shares; 2025Q4: 8,009 shares; 2026Q1: 10,745 shares 10,745 $2.22M 0.22% +2,736 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: restricted; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 18,076 shares 18,076 $2.14M 0.21% +17,945 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,400 shares; 2025Q1: 71,404 shares; 2025Q2: 71,459 shares; 2025Q3: 71,459 shares; 2025Q4: 71,459 shares; 2026Q1: 71,613 shares 71,613 $2.09M 0.21% +154 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: restricted; 2024Q4: 7,624 shares; 2025Q1: 16,366 shares; 2025Q2: 16,967 shares; 2025Q3: 19,588 shares; 2025Q4: 21,005 shares; 2026Q1: 26,261 shares 26,261 $2.04M 0.2% +5,256 Timeline QUS 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: restricted; 2024Q4: 16,001 shares; 2025Q1: 16,001 shares; 2025Q2: 16,027 shares; 2025Q3: 16,027 shares; 2025Q4: 16,061 shares; 2026Q1: 11,850 shares 11,850 $2.03M 0.2% -4,211 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,943 shares 37,943 $2.02M 0.2% new 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: restricted; 2024Q4: 21,523 shares; 2025Q1: 21,533 shares; 2025Q2: 21,538 shares; 2025Q3: 20,264 shares; 2025Q4: 20,316 shares; 2026Q1: 20,316 shares 20,316 $1.99M 0.2% 0 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: restricted; 2024Q4: 2,198 shares; 2025Q1: 6,267 shares; 2025Q2: 7,855 shares; 2025Q3: 8,215 shares; 2025Q4: 8,693 shares; 2026Q1: 8,692 shares 8,692 $1.86M 0.18% -1 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: restricted; 2024Q4: 1,238 shares; 2025Q1: 2,286 shares; 2025Q2: 2,438 shares; 2025Q3: 3,237 shares; 2025Q4: 2,781 shares; 2026Q1: 3,705 shares 3,705 $1.85M 0.18% +924 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 986 shares; 2025Q2: 602 shares; 2025Q3: 422 shares; 2025Q4: 416 shares; 2026Q1: 15,970 shares 15,970 $1.84M 0.18% +15,554 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452,596 shares; 2025Q1: 128,052 shares; 2025Q2: 73,591 shares; 2025Q3: 35,776 shares; 2025Q4: 34,133 shares; 2026Q1: 26,754 shares 26,754 $1.76M 0.17% -7,379 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: restricted; 2024Q4: 2,735 shares; 2025Q1: 5,151 shares; 2025Q2: 5,432 shares; 2025Q3: 7,426 shares; 2025Q4: 5,988 shares; 2026Q1: 8,069 shares 8,069 $1.75M 0.17% +2,081 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: restricted; 2024Q4: 5,773 shares; 2025Q1: 5,774 shares; 2025Q2: 5,774 shares; 2025Q3: 5,774 shares; 2025Q4: 5,776 shares; 2026Q1: 5,776 shares 5,776 $1.73M 0.17% 0 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: restricted; 2024Q4: 2,662 shares; 2025Q1: 4,413 shares; 2025Q2: 2,879 shares; 2025Q3: 3,393 shares; 2025Q4: 3,535 shares; 2026Q1: 5,074 shares 5,074 $1.71M 0.17% +1,539 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: restricted; 2024Q4: 12,436 shares; 2025Q1: 18,243 shares; 2025Q2: 19,400 shares; 2025Q3: 22,200 shares; 2025Q4: 22,372 shares; 2026Q1: 34,366 shares 34,366 $1.68M 0.17% +11,994 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: restricted; 2024Q4: 28,159 shares; 2025Q1: 28,312 shares; 2025Q2: 28,284 shares; 2025Q3: 28,248 shares; 2025Q4: 27,228 shares; 2026Q1: 26,681 shares 26,681 $1.67M 0.16% -547 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: restricted; 2024Q4: 1,156 shares; 2025Q1: 1,455 shares; 2025Q2: 1,073 shares; 2025Q3: 1,349 shares; 2025Q4: 1,774 shares; 2026Q1: 2,327 shares 2,327 $1.65M 0.16% +553 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,352 shares; 2025Q1: 94,018 shares; 2025Q2: 102,303 shares; 2025Q3: 102,303 shares; 2025Q4: 86,013 shares; 2026Q1: 86,080 shares 86,080 $1.63M 0.16% +67 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: restricted; 2024Q4: 627 shares; 2025Q1: 1,517 shares; 2025Q2: 1,538 shares; 2025Q3: 1,142 shares; 2025Q4: 1,147 shares; 2026Q1: 1,631 shares 1,631 $1.62M 0.16% +484 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 14,038 shares 14,038 $1.59M 0.16% +9,651 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 7,507 shares; 2025Q2: 7,713 shares; 2025Q3: 7,686 shares; 2025Q4: 8,514 shares; 2026Q1: 10,270 shares 10,270 $1.57M 0.15% +1,756 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: restricted; 2024Q4: 2,341 shares; 2025Q1: 5,485 shares; 2025Q2: 8,204 shares; 2025Q3: 12,982 shares; 2025Q4: 10,668 shares; 2026Q1: 13,728 shares 13,728 $1.56M 0.15% +3,060 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,498 shares; 2025Q1: 14,377 shares; 2025Q2: 14,005 shares; 2025Q3: 13,806 shares; 2025Q4: 15,188 shares; 2026Q1: 18,697 shares 18,697 $1.54M 0.15% +3,509 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: restricted; 2024Q4: 308 shares; 2025Q1: 812 shares; 2025Q2: 887 shares; 2025Q3: 892 shares; 2025Q4: 924 shares; 2026Q1: 1,034 shares 1,034 $1.52M 0.15% +110 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: restricted; 2024Q4: 3,227 shares; 2025Q1: 5,593 shares; 2025Q2: 5,824 shares; 2025Q3: 6,209 shares; 2025Q4: 6,387 shares; 2026Q1: 7,859 shares 7,859 $1.52M 0.15% +1,472 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: restricted; 2024Q4: 24,598 shares; 2025Q1: 24,598 shares; 2025Q2: 21,392 shares; 2025Q3: 21,392 shares; 2025Q4: 21,392 shares; 2026Q1: 21,392 shares 21,392 $1.5M 0.15% 0 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: restricted; 2024Q4: 4,480 shares; 2025Q1: 5,252 shares; 2025Q2: 7,798 shares; 2025Q3: 8,065 shares; 2025Q4: 8,314 shares; 2026Q1: 10,204 shares 10,204 $1.49M 0.15% +1,890 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: restricted; 2024Q4: 2,345 shares; 2025Q1: 8,566 shares; 2025Q2: 3,338 shares; 2025Q3: 6,472 shares; 2025Q4: 8,323 shares; 2026Q1: 12,185 shares 12,185 $1.47M 0.14% +3,862 Timeline SHM 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: restricted; 2024Q4: 25,543 shares; 2025Q1: 28,253 shares; 2025Q2: 30,979 shares; 2025Q3: 32,827 shares; 2025Q4: 30,168 shares; 2026Q1: 30,106 shares 30,106 $1.44M 0.14% -62 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: restricted; 2024Q4: 5,240 shares; 2025Q1: 6,610 shares; 2025Q2: 5,113 shares; 2025Q3: 5,929 shares; 2025Q4: 5,783 shares; 2026Q1: 6,083 shares 6,083 $1.44M 0.14% +300 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: restricted; 2024Q4: 1,379 shares; 2025Q1: 3,765 shares; 2025Q2: 4,635 shares; 2025Q3: 4,790 shares; 2025Q4: 5,462 shares; 2026Q1: 6,877 shares 6,877 $1.4M 0.14% +1,415 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: restricted; 2024Q4: 3,444 shares; 2025Q1: 6,617 shares; 2025Q2: 6,853 shares; 2025Q3: 5,488 shares; 2025Q4: 4,240 shares; 2026Q1: 9,680 shares 9,680 $1.4M 0.14% +5,440 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: restricted; 2024Q4: 664 shares; 2025Q1: 1,116 shares; 2025Q2: 1,324 shares; 2025Q3: 1,586 shares; 2025Q4: 13,781 shares; 2026Q1: 14,377 shares 14,377 $1.38M 0.14% +596 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: restricted; 2024Q4: 371 shares; 2025Q1: 399 shares; 2025Q2: 654 shares; 2025Q3: 3,444 shares; 2025Q4: 3,052 shares; 2026Q1: 2,220 shares 2,220 $1.33M 0.13% -832 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 5,673 shares; 2025Q2: 5,908 shares; 2025Q3: 5,905 shares; 2025Q4: 6,420 shares; 2026Q1: 7,863 shares 7,863 $1.27M 0.13% +1,443 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,146 shares; 2025Q1: 11,186 shares; 2025Q2: 11,234 shares; 2025Q3: 11,284 shares; 2025Q4: 10,686 shares; 2026Q1: 10,686 shares 10,686 $1.27M 0.12% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,093 shares; 2025Q1: 2,050 shares; 2025Q2: 2,056 shares; 2025Q3: 2,353 shares; 2025Q4: 2,991 shares; 2026Q1: 4,024 shares 4,024 $1.25M 0.12% +1,033 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 3,898 shares; 2025Q2: 4,051 shares; 2025Q3: 4,201 shares; 2025Q4: 4,530 shares; 2026Q1: 5,348 shares 5,348 $1.23M 0.12% +818 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,113 shares; 2025Q1: 6,131 shares; 2025Q2: 6,604 shares; 2025Q3: 6,935 shares; 2025Q4: 6,950 shares; 2026Q1: 6,960 shares 6,960 $1.2M 0.12% +10 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 11,794 shares; 2025Q2: 12,993 shares; 2025Q3: 12,589 shares; 2025Q4: 13,943 shares; 2026Q1: 16,463 shares 16,463 $1.2M 0.12% +2,520 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,760 shares 12,760 $1.19M 0.12% new 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: restricted; 2024Q4: 8,671 shares; 2025Q1: 11,408 shares; 2025Q2: 12,252 shares; 2025Q3: 15,119 shares; 2025Q4: 11,664 shares; 2026Q1: 15,572 shares 15,572 $1.18M 0.12% +3,908 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: restricted; 2024Q4: 8,036 shares; 2025Q1: 8,040 shares; 2025Q2: 8,028 shares; 2025Q3: 8,858 shares; 2025Q4: 8,540 shares; 2026Q1: 8,543 shares 8,543 $1.18M 0.12% +3 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,040 shares; 2025Q1: 50,884 shares; 2025Q2: 51,080 shares; 2025Q3: 51,713 shares; 2025Q4: 58,387 shares; 2026Q1: 69,437 shares 69,437 $1.18M 0.12% +11,050 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: restricted; 2024Q4: 474 shares; 2025Q1: 930 shares; 2025Q2: 2,176 shares; 2025Q3: 2,383 shares; 2025Q4: 2,406 shares; 2026Q1: 3,436 shares 3,436 $1.17M 0.12% +1,030 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: restricted; 2024Q4: 561 shares; 2025Q1: 1,030 shares; 2025Q2: 1,002 shares; 2025Q3: 1,050 shares; 2025Q4: 1,174 shares; 2026Q1: 1,358 shares 1,358 $1.15M 0.11% +184 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: restricted; 2024Q4: 4,323 shares; 2025Q1: 6,604 shares; 2025Q2: 3,957 shares; 2025Q3: 5,592 shares; 2025Q4: 5,635 shares; 2026Q1: 7,373 shares 7,373 $1.14M 0.11% +1,738 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: restricted; 2024Q4: 1,355 shares; 2025Q1: 6,762 shares; 2025Q2: 6,907 shares; 2025Q3: 6,916 shares; 2025Q4: 6,930 shares; 2026Q1: 8,559 shares 8,559 $1.12M 0.11% +1,629 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: restricted; 2024Q4: 2,266 shares; 2025Q1: 3,579 shares; 2025Q2: 4,165 shares; 2025Q3: 7,058 shares; 2025Q4: 5,104 shares; 2026Q1: 6,683 shares 6,683 $1.1M 0.11% +1,579 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: restricted; 2024Q4: 3,353 shares; 2025Q1: 4,262 shares; 2025Q2: 4,305 shares; 2025Q3: 4,146 shares; 2025Q4: 4,043 shares; 2026Q1: 4,845 shares 4,845 $1.1M 0.11% +802 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 3,895 shares; 2025Q2: 3,081 shares; 2025Q3: 3,606 shares; 2025Q4: 4,582 shares; 2026Q1: 5,306 shares 5,306 $1.09M 0.11% +724 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: restricted; 2024Q4: 255 shares; 2025Q1: 1,670 shares; 2025Q2: 1,934 shares; 2025Q3: 2,022 shares; 2025Q4: 2,391 shares; 2026Q1: 3,144 shares 3,144 $1.08M 0.11% +753 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: restricted; 2024Q4: 150 shares; 2025Q1: 72,575 shares; 2025Q2: 70,846 shares; 2025Q3: 68,277 shares; 2025Q4: 74,795 shares; 2026Q1: 94,210 shares 94,210 $1.06M 0.1% +19,415 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: restricted; 2024Q4: 1,631 shares; 2025Q1: 3,587 shares; 2025Q2: 4,050 shares; 2025Q3: 4,361 shares; 2025Q4: 4,271 shares; 2026Q1: 6,327 shares 6,327 $1.05M 0.1% +2,056 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: restricted; 2024Q4: 476 shares; 2025Q1: 1,995 shares; 2025Q2: 1,505 shares; 2025Q3: 1,543 shares; 2025Q4: 1,607 shares; 2026Q1: 1,944 shares 1,944 $1.05M 0.1% +337 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: restricted; 2024Q4: 1,618 shares; 2025Q1: 10,254 shares; 2025Q2: 8,857 shares; 2025Q3: 9,395 shares; 2025Q4: 10,666 shares; 2026Q1: 11,053 shares 11,053 $1.03M 0.1% +387 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,185 shares; 2025Q1: 7,231 shares; 2025Q2: 8,832 shares; 2025Q3: 10,076 shares; 2025Q4: 11,604 shares; 2026Q1: 14,095 shares 14,095 $1.02M 0.1% +2,491 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,534 shares; 2025Q1: 36,124 shares; 2025Q2: 37,083 shares; 2025Q3: 35,578 shares; 2025Q4: 36,745 shares; 2026Q1: 46,908 shares 46,908 $1.02M 0.1% +10,163 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: restricted; 2024Q4: 679 shares; 2025Q1: 95 shares; 2025Q2: 3,069 shares; 2025Q3: 4,422 shares; 2025Q4: 958 shares; 2026Q1: 7,801 shares 7,801 $1.01M 0.1% +6,843 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,629 shares; 2025Q1: 10,629 shares; 2025Q2: 10,834 shares; 2025Q3: 10,834 shares; 2025Q4: 10,982 shares; 2026Q1: 10,982 shares 10,982 $1M 0.1% 0 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: restricted; 2024Q4: 3,699 shares; 2025Q1: 3,741 shares; 2025Q2: 3,708 shares; 2025Q3: 3,640 shares; 2025Q4: 3,886 shares; 2026Q1: 6,261 shares 6,261 $1000K 0.1% +2,375 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 4,848 shares; 2025Q2: 5,360 shares; 2025Q3: 5,182 shares; 2025Q4: 5,913 shares; 2026Q1: 6,868 shares 6,868 $993K 0.1% +955 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: restricted; 2024Q4: 1,881 shares; 2025Q1: 6,060 shares; 2025Q2: 6,224 shares; 2025Q3: 2,039 shares; 2025Q4: 10,629 shares; 2026Q1: 11,561 shares 11,561 $985K 0.1% +932 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: restricted; 2024Q4: 5,249 shares; 2025Q1: 5,249 shares; 2025Q2: 5,249 shares; 2025Q3: 5,249 shares; 2025Q4: 5,249 shares; 2026Q1: 6,448 shares 6,448 $976K 0.1% +1,199 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: restricted; 2024Q4: 3,044 shares; 2025Q1: 6,368 shares; 2025Q2: 6,679 shares; 2025Q3: 6,819 shares; 2025Q4: 6,496 shares; 2026Q1: 8,212 shares 8,212 $974K 0.1% +1,716 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,094 shares; 2025Q1: 5,094 shares; 2025Q2: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 4,308 shares; 2026Q1: 4,308 shares 4,308 $971K 0.1% 0 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: restricted; 2024Q4: 700 shares; 2025Q1: 6,329 shares; 2025Q2: 7,327 shares; 2025Q3: 7,353 shares; 2025Q4: 7,982 shares; 2026Q1: 10,379 shares 10,379 $968K 0.1% +2,397 Timeline AVMA 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: restricted; 2024Q4: 1,455 shares; 2025Q1: 10,901 shares; 2025Q2: 7,060 shares; 2025Q3: 10,664 shares; 2025Q4: 15,247 shares; 2026Q1: 14,308 shares 14,308 $962K 0.09% -939 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 3,326 shares; 2025Q3: 3,472 shares; 2025Q4: 3,516 shares; 2026Q1: 4,159 shares 4,159 $950K 0.09% +643 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: restricted; 2024Q4: 1,408 shares; 2025Q1: 1,473 shares; 2025Q2: 5,980 shares; 2025Q3: 6,219 shares; 2025Q4: 6,267 shares; 2026Q1: 7,707 shares 7,707 $946K 0.09% +1,440 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: restricted; 2024Q4: 8,037 shares; 2025Q1: 12,110 shares; 2025Q2: 13,278 shares; 2025Q3: 17,760 shares; 2025Q4: 16,161 shares; 2026Q1: 18,843 shares 18,843 $946K 0.09% +2,682 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: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 4,477 shares 4,477 $945K 0.09% +2,702 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282 shares; 2025Q1: 12,082 shares; 2025Q2: 28,419 shares; 2025Q3: 29,364 shares; 2025Q4: 34,278 shares; 2026Q1: 44,471 shares 44,471 $944K 0.09% +10,193 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: restricted; 2024Q4: 5,396 shares; 2025Q1: 7,931 shares; 2025Q2: 12,768 shares; 2025Q3: 13,625 shares; 2025Q4: 26,558 shares; 2026Q1: 32,843 shares 32,843 $943K 0.09% +6,285 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,974 shares; 2025Q1: 23,634 shares; 2025Q2: 12,661 shares; 2025Q3: 12,914 shares; 2025Q4: 13,130 shares; 2026Q1: 13,542 shares 13,542 $938K 0.09% +412 Timeline DFIV 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: restricted; 2024Q4: 32,965 shares; 2025Q1: 24,062 shares; 2025Q2: 20,461 shares; 2025Q3: 20,481 shares; 2025Q4: 17,680 shares; 2026Q1: 17,687 shares 17,687 $934K 0.09% +7 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: restricted; 2024Q4: 1,223 shares; 2025Q1: 1,817 shares; 2025Q2: 1,536 shares; 2025Q3: 2,048 shares; 2025Q4: 2,167 shares; 2026Q1: 2,652 shares 2,652 $933K 0.09% +485 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: restricted; 2024Q4: 4,501 shares; 2025Q1: 5,159 shares; 2025Q2: 4,549 shares; 2025Q3: 7,614 shares; 2025Q4: 5,505 shares; 2026Q1: 6,336 shares 6,336 $932K 0.09% +831 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: restricted; 2024Q4: 472 shares; 2025Q1: 1,585 shares; 2025Q2: 1,587 shares; 2025Q3: 1,668 shares; 2025Q4: 2,044 shares; 2026Q1: 2,614 shares 2,614 $902K 0.09% +570 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: restricted; 2024Q4: 440 shares; 2025Q1: 6,823 shares; 2025Q2: 6,600 shares; 2025Q3: 6,167 shares; 2025Q4: 7,446 shares; 2026Q1: 9,274 shares 9,274 $865K 0.09% +1,828 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,315 shares; 2025Q1: 16,383 shares; 2025Q2: 17,089 shares; 2025Q3: 16,559 shares; 2025Q4: 18,208 shares; 2026Q1: 22,132 shares 22,132 $865K 0.09% +3,924 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: restricted; 2024Q4: 8,740 shares; 2025Q1: 17,211 shares; 2025Q2: 19,373 shares; 2025Q3: 29,005 shares; 2025Q4: 21,903 shares; 2026Q1: 29,448 shares 29,448 $854K 0.08% +7,545 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 4,204 shares; 2025Q2: 4,368 shares; 2025Q3: 5,596 shares; 2025Q4: 7,341 shares; 2026Q1: 8,513 shares 8,513 $853K 0.08% +1,172 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,086 shares; 2025Q1: 32,827 shares; 2025Q2: 30,563 shares; 2025Q3: 31,219 shares; 2025Q4: 35,670 shares; 2026Q1: 43,108 shares 43,108 $851K 0.08% +7,438 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: restricted; 2024Q4: 945 shares; 2025Q1: 9,737 shares; 2025Q2: 10,471 shares; 2025Q3: 10,237 shares; 2025Q4: 11,647 shares; 2026Q1: 14,267 shares 14,267 $834K 0.08% +2,620 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: restricted; 2024Q4: 751 shares; 2025Q1: 3,739 shares; 2025Q2: 3,398 shares; 2025Q3: 3,849 shares; 2025Q4: 4,320 shares; 2026Q1: 6,596 shares 6,596 $833K 0.08% +2,276 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351 shares; 2025Q1: 1,250 shares; 2025Q2: 1,468 shares; 2025Q3: 1,622 shares; 2025Q4: 1,832 shares; 2026Q1: 2,410 shares 2,410 $829K 0.08% +578 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: restricted; 2024Q4: 1,058 shares; 2025Q1: 2,872 shares; 2025Q2: 4,176 shares; 2025Q3: 4,235 shares; 2025Q4: 4,417 shares; 2026Q1: 5,913 shares 5,913 $824K 0.08% +1,496 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: restricted; 2024Q4: 649 shares; 2025Q1: 643 shares; 2025Q2: 644 shares; 2025Q3: 1,379 shares; 2025Q4: 1,066 shares; 2026Q1: 1,267 shares 1,267 $824K 0.08% +201 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: restricted; 2024Q4: 578 shares; 2025Q1: 1,425 shares; 2025Q2: 1,596 shares; 2025Q3: 1,627 shares; 2025Q4: 2,298 shares; 2026Q1: 3,082 shares 3,082 $820K 0.08% +784 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,445 shares; 2025Q1: 52,392 shares; 2025Q2: 33,004 shares; 2025Q3: 32,844 shares; 2025Q4: 33,076 shares; 2026Q1: 33,051 shares 33,051 $818K 0.08% -25 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: restricted; 2024Q4: 636 shares; 2025Q1: 1,390 shares; 2025Q2: 1,814 shares; 2025Q3: 1,935 shares; 2025Q4: 1,905 shares; 2026Q1: 2,260 shares 2,260 $808K 0.08% +355 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: restricted; 2024Q4: 644 shares; 2025Q1: 1,592 shares; 2025Q2: 1,413 shares; 2025Q3: 1,383 shares; 2025Q4: 934 shares; 2026Q1: 1,621 shares 1,621 $804K 0.08% +687 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: restricted; 2024Q4: 545 shares; 2025Q1: 762 shares; 2025Q2: 644 shares; 2025Q3: 651 shares; 2025Q4: 684 shares; 2026Q1: 834 shares 834 $802K 0.08% +150 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 446 shares; 2025Q1: 1,753 shares; 2025Q2: 2,325 shares; 2025Q3: 2,457 shares; 2025Q4: 4,787 shares; 2026Q1: 7,051 shares 7,051 $794K 0.08% +2,264 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: restricted; 2024Q4: 1,376 shares; 2025Q1: 2,049 shares; 2025Q2: 1,015 shares; 2025Q3: 2,456 shares; 2025Q4: 2,623 shares; 2026Q1: 2,932 shares 2,932 $793K 0.08% +309 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: restricted; 2024Q4: 994 shares; 2025Q1: 4,061 shares; 2025Q2: 9,548 shares; 2025Q3: 7,934 shares; 2025Q4: 7,686 shares; 2026Q1: 10,959 shares 10,959 $787K 0.08% +3,273 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: restricted; 2024Q4: 403 shares; 2025Q1: 588 shares; 2025Q2: 1,225 shares; 2025Q3: 1,248 shares; 2025Q4: 1,357 shares; 2026Q1: 1,658 shares 1,658 $785K 0.08% +301 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 10,253 shares; 2025Q2: 11,046 shares; 2025Q3: 10,910 shares; 2025Q4: 12,251 shares; 2026Q1: 13,818 shares 13,818 $782K 0.08% +1,567 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 236 shares; 2025Q4: 1,299 shares; 2026Q1: 2,717 shares 2,717 $779K 0.08% +1,418 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,076 shares; 2025Q1: 1,036 shares; 2025Q2: 3,423 shares; 2025Q3: 4,852 shares; 2025Q4: 5,719 shares; 2026Q1: 6,643 shares 6,643 $778K 0.08% +924 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: restricted; 2024Q4: 2,484 shares; 2025Q1: 4,243 shares; 2025Q2: 2,900 shares; 2025Q3: 2,897 shares; 2025Q4: 2,654 shares; 2026Q1: 3,199 shares 3,199 $776K 0.08% +545 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 2,542 shares; 2025Q2: 1,663 shares; 2025Q3: 2,251 shares; 2025Q4: 3,208 shares; 2026Q1: 3,360 shares 3,360 $776K 0.08% +152 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,841 shares; 2025Q1: 22,668 shares; 2025Q2: 23,077 shares; 2025Q3: 22,276 shares; 2025Q4: 23,671 shares; 2026Q1: 29,343 shares 29,343 $764K 0.08% +5,672 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: restricted; 2024Q4: 2,371 shares; 2025Q1: 4,062 shares; 2025Q2: 3,066 shares; 2025Q3: 4,580 shares; 2025Q4: 3,352 shares; 2026Q1: 8,506 shares 8,506 $762K 0.08% +5,154 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: restricted; 2024Q4: 5,583 shares; 2025Q1: 6,693 shares; 2025Q2: 7,915 shares; 2025Q3: 12,255 shares; 2025Q4: 13,804 shares; 2026Q1: 17,214 shares 17,214 $760K 0.07% +3,410 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 1,099 shares; 2026Q1: 1,042 shares 1,042 $758K 0.07% -57 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 3,644 shares; 2025Q2: 3,693 shares; 2025Q3: 3,757 shares; 2025Q4: 2,700 shares; 2026Q1: 4,422 shares 4,422 $757K 0.07% +1,722 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: 1,310 shares; 2025Q2: 1,476 shares; 2025Q3: 1,458 shares; 2025Q4: 1,527 shares; 2026Q1: 1,889 shares 1,889 $755K 0.07% +362 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: restricted; 2024Q4: 4,989 shares; 2025Q1: 9,189 shares; 2025Q2: 6,214 shares; 2025Q3: 8,277 shares; 2025Q4: 7,549 shares; 2026Q1: 9,400 shares 9,400 $748K 0.07% +1,851 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: restricted; 2024Q4: 855 shares; 2025Q1: 5,801 shares; 2025Q2: 5,706 shares; 2025Q3: 5,663 shares; 2025Q4: 6,831 shares; 2026Q1: 8,082 shares 8,082 $745K 0.07% +1,251 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,148 shares; 2025Q1: 6,902 shares; 2025Q2: 6,890 shares; 2025Q3: 7,495 shares; 2025Q4: 8,219 shares; 2026Q1: 9,065 shares 9,065 $745K 0.07% +846 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: restricted; 2024Q4: 193 shares; 2025Q1: 6,269 shares; 2025Q2: 6,230 shares; 2025Q3: 6,627 shares; 2025Q4: 7,447 shares; 2026Q1: 8,803 shares 8,803 $745K 0.07% +1,356 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: restricted; 2024Q4: 88 shares; 2025Q1: 6,316 shares; 2025Q2: 10,589 shares; 2025Q3: 10,000 shares; 2025Q4: 11,342 shares; 2026Q1: 13,413 shares 13,413 $740K 0.07% +2,071 Timeline AVES 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: restricted; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 12,285 shares; 2025Q3: 12,028 shares; 2025Q4: 12,209 shares; 2026Q1: 12,334 shares 12,334 $740K 0.07% +125 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: restricted; 2024Q4: 109 shares; 2025Q1: 395 shares; 2025Q2: 482 shares; 2025Q3: 545 shares; 2025Q4: 556 shares; 2026Q1: 676 shares 676 $739K 0.07% +120 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: restricted; 2024Q4: 52 shares; 2025Q1: 182 shares; 2025Q2: 189 shares; 2025Q3: 193 shares; 2025Q4: 217 shares; 2026Q1: 175 shares 175 $737K 0.07% -42 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 2,007 shares; 2025Q2: 3,810 shares; 2025Q3: 4,027 shares; 2025Q4: 4,365 shares; 2026Q1: 5,830 shares 5,830 $737K 0.07% +1,465 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,581 shares; 2025Q1: 7,146 shares; 2025Q2: 7,357 shares; 2025Q3: 9,305 shares; 2025Q4: 12,205 shares; 2026Q1: 16,738 shares 16,738 $733K 0.07% +4,533 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: restricted; 2024Q4: 2,209 shares; 2025Q1: 2,209 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,449 shares; 2026Q1: 3,468 shares 3,468 $733K 0.07% +1,019 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 559 shares; 2025Q2: 586 shares; 2025Q3: 748 shares; 2025Q4: 848 shares; 2026Q1: 1,075 shares 1,075 $732K 0.07% +227 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: restricted; 2024Q4: 689 shares; 2025Q1: 1,595 shares; 2025Q2: 1,577 shares; 2025Q3: 1,293 shares; 2025Q4: 1,216 shares; 2026Q1: 3,157 shares 3,157 $725K 0.07% +1,941 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 7,792 shares; 2025Q2: 7,723 shares; 2025Q3: 7,350 shares; 2025Q4: 8,255 shares; 2026Q1: 10,450 shares 10,450 $724K 0.07% +2,195 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 1,141 shares; 2025Q2: 1,543 shares; 2025Q3: 1,459 shares; 2025Q4: 1,589 shares; 2026Q1: 2,557 shares 2,557 $722K 0.07% +968 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: restricted; 2024Q4: 811 shares; 2025Q1: 1,379 shares; 2025Q2: 2,374 shares; 2025Q3: 2,502 shares; 2025Q4: 802 shares; 2026Q1: 3,623 shares 3,623 $721K 0.07% +2,821 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.07% 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: restricted; 2024Q4: 1,554 shares; 2025Q1: 8,721 shares; 2025Q2: 8,983 shares; 2025Q3: 9,472 shares; 2025Q4: 12,008 shares; 2026Q1: 14,280 shares 14,280 $713K 0.07% +2,272 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,964 shares; 2025Q1: 25,130 shares; 2025Q2: 24,996 shares; 2025Q3: 27,070 shares; 2025Q4: 34,983 shares; 2026Q1: 38,517 shares 38,517 $713K 0.07% +3,534 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,044 shares; 2025Q1: 12,159 shares; 2025Q2: 12,029 shares; 2025Q3: 12,029 shares; 2025Q4: 12,065 shares; 2026Q1: 12,243 shares 12,243 $713K 0.07% +178 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,398 shares; 2025Q1: 11,354 shares; 2025Q2: 10,580 shares; 2025Q3: 10,676 shares; 2025Q4: 10,584 shares; 2026Q1: 10,573 shares 10,573 $710K 0.07% -11 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: restricted; 2024Q4: 4,461 shares; 2025Q1: 6,155 shares; 2025Q2: 4,848 shares; 2025Q3: 5,112 shares; 2025Q4: 5,211 shares; 2026Q1: 5,415 shares 5,415 $709K 0.07% +204 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,285 shares; 2026Q1: 12,402 shares 12,402 $707K 0.07% +117 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: restricted; 2024Q4: 221 shares; 2025Q1: 313 shares; 2025Q2: 4,185 shares; 2025Q3: 3,991 shares; 2025Q4: 4,593 shares; 2026Q1: 7,641 shares 7,641 $705K 0.07% +3,048 Timeline AVGE 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: restricted; 2024Q4: 3,749 shares; 2025Q1: 6,936 shares; 2025Q2: 6,660 shares; 2025Q3: 6,769 shares; 2025Q4: 7,144 shares; 2026Q1: 7,935 shares 7,935 $698K 0.07% +791 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 47 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 1,437 shares; 2026Q1: 9,999 shares 9,999 $692K 0.07% +8,562 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,532 shares; 2025Q1: 4,154 shares; 2025Q2: 4,704 shares; 2025Q3: 5,137 shares; 2025Q4: 5,482 shares; 2026Q1: 7,270 shares 7,270 $683K 0.07% +1,788 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: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,064 shares; 2025Q2: 1,340 shares; 2025Q3: 1,455 shares; 2025Q4: 1,528 shares; 2026Q1: 2,126 shares 2,126 $676K 0.07% +598 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: restricted; 2024Q4: 642 shares; 2025Q1: 1,032 shares; 2025Q2: 1,163 shares; 2025Q3: 2,609 shares; 2025Q4: 1,768 shares; 2026Q1: 2,750 shares 2,750 $667K 0.07% +982 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: restricted; 2024Q4: 640 shares; 2025Q1: 1,286 shares; 2025Q2: 2,995 shares; 2025Q3: 3,235 shares; 2025Q4: 3,413 shares; 2026Q1: 3,647 shares 3,647 $665K 0.07% +234 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236 shares; 2025Q1: 6,484 shares; 2025Q2: 6,745 shares; 2025Q3: 6,878 shares; 2025Q4: 8,159 shares; 2026Q1: 9,472 shares 9,472 $657K 0.06% +1,313 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: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,927 shares; 2025Q2: 2,589 shares; 2025Q3: 2,096 shares; 2025Q4: 3,133 shares; 2026Q1: 3,515 shares 3,515 $656K 0.06% +382 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: 4,235 shares; 2025Q2: 4,511 shares; 2025Q3: 5,078 shares; 2025Q4: 6,164 shares; 2026Q1: 5,546 shares 5,546 $652K 0.06% -618 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,545 shares; 2025Q1: 15,481 shares; 2025Q2: 15,665 shares; 2025Q3: 14,708 shares; 2025Q4: 16,312 shares; 2026Q1: 21,795 shares 21,795 $649K 0.06% +5,483 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: restricted; 2024Q4: 4,358 shares; 2025Q1: 4,091 shares; 2025Q2: 4,192 shares; 2025Q3: 4,700 shares; 2025Q4: 4,775 shares; 2026Q1: 6,967 shares 6,967 $647K 0.06% +2,192 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: restricted; 2024Q4: 4,848 shares; 2025Q1: 5,746 shares; 2025Q2: 5,718 shares; 2025Q3: 5,567 shares; 2025Q4: 5,326 shares; 2026Q1: 8,783 shares 8,783 $647K 0.06% +3,457 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 1,872 shares; 2025Q2: 1,937 shares; 2025Q3: 1,821 shares; 2025Q4: 1,836 shares; 2026Q1: 3,142 shares 3,142 $641K 0.06% +1,306 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: restricted; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,102 shares; 2025Q3: 1,714 shares; 2025Q4: 1,797 shares; 2026Q1: 1,895 shares 1,895 $640K 0.06% +98 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: restricted; 2024Q4: 498 shares; 2025Q1: 1,009 shares; 2025Q2: 757 shares; 2025Q3: 1,108 shares; 2025Q4: 1,001 shares; 2026Q1: 1,298 shares 1,298 $638K 0.06% +297 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 15,799 shares; 2025Q2: 16,733 shares; 2025Q3: 15,217 shares; 2025Q4: 17,387 shares; 2026Q1: 21,136 shares 21,136 $634K 0.06% +3,749 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: restricted; 2024Q4: 1,116 shares; 2025Q1: 10,387 shares; 2025Q2: 9,179 shares; 2025Q3: 11,398 shares; 2025Q4: 10,058 shares; 2026Q1: 12,996 shares 12,996 $626K 0.06% +2,938 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: restricted; 2024Q4: 575 shares; 2025Q1: 1,490 shares; 2025Q2: 1,800 shares; 2025Q3: 1,975 shares; 2025Q4: 1,481 shares; 2026Q1: 2,386 shares 2,386 $621K 0.06% +905 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 1,314 shares; 2025Q2: 3,278 shares; 2025Q3: 2,013 shares; 2025Q4: 2,124 shares; 2026Q1: 2,924 shares 2,924 $620K 0.06% +800 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 1,322 shares; 2025Q2: 620 shares; 2025Q3: 582 shares; 2025Q4: 1,196 shares; 2026Q1: 1,699 shares 1,699 $617K 0.06% +503 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: restricted; 2024Q4: 3,668 shares; 2025Q1: 6,257 shares; 2025Q2: 5,366 shares; 2025Q3: 5,345 shares; 2025Q4: 5,280 shares; 2026Q1: 6,363 shares 6,363 $613K 0.06% +1,083 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 545 shares; 2025Q2: 965 shares; 2025Q3: 1,147 shares; 2025Q4: 1,154 shares; 2026Q1: 1,173 shares 1,173 $613K 0.06% +19 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 637 shares; 2025Q1: 6,019 shares; 2025Q2: 5,542 shares; 2025Q3: 6,338 shares; 2025Q4: 6,813 shares; 2026Q1: 8,682 shares 8,682 $601K 0.06% +1,869 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,180 shares; 2025Q1: 27,304 shares; 2025Q2: 26,135 shares; 2025Q3: 25,927 shares; 2025Q4: 28,834 shares; 2026Q1: 28,787 shares 28,787 $596K 0.06% -47 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 20,025 shares; 2025Q2: 21,877 shares; 2025Q3: 20,789 shares; 2025Q4: 23,322 shares; 2026Q1: 24,927 shares 24,927 $595K 0.06% +1,605 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,509 shares; 2025Q1: 3,678 shares; 2025Q2: 3,990 shares; 2025Q3: 8,326 shares; 2025Q4: 10,005 shares; 2026Q1: 7,401 shares 7,401 $595K 0.06% -2,604 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: restricted; 2024Q4: 337 shares; 2025Q1: 592 shares; 2025Q2: 598 shares; 2025Q3: 577 shares; 2025Q4: 580 shares; 2026Q1: 686 shares 686 $594K 0.06% +106 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 6,771 shares; 2025Q2: 8,092 shares; 2025Q3: 8,407 shares; 2025Q4: 9,730 shares; 2026Q1: 10,609 shares 10,609 $592K 0.06% +879 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 1,610 shares; 2025Q2: 1,867 shares; 2025Q3: 587 shares; 2025Q4: 1,496 shares; 2026Q1: 2,440 shares 2,440 $590K 0.06% +944 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: restricted; 2024Q4: 413 shares; 2025Q1: 4,045 shares; 2025Q2: 2,124 shares; 2025Q3: 3,062 shares; 2025Q4: 2,628 shares; 2026Q1: 2,160 shares 2,160 $584K 0.06% -468 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,624 shares; 2025Q4: 65,283 shares; 2026Q1: 72,892 shares 72,892 $579K 0.06% +7,609 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: restricted; 2024Q4: 4,439 shares; 2025Q1: 5,061 shares; 2025Q2: 5,933 shares; 2025Q3: 5,402 shares; 2025Q4: 2,447 shares; 2026Q1: 4,358 shares 4,358 $575K 0.06% +1,911 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: restricted; 2024Q4: 149 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 783 shares; 2025Q4: 674 shares; 2026Q1: 3,829 shares 3,829 $573K 0.06% +3,155 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 6,872 shares; 2025Q2: 6,594 shares; 2025Q3: 6,651 shares; 2025Q4: 7,164 shares; 2026Q1: 8,932 shares 8,932 $571K 0.06% +1,768 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 5,131 shares; 2025Q2: 4,096 shares; 2025Q3: 4,397 shares; 2025Q4: 5,016 shares; 2026Q1: 5,987 shares 5,987 $567K 0.06% +971 Timeline SPTL 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: restricted; 2024Q4: 14,460 shares; 2025Q1: 18,212 shares; 2025Q2: 19,300 shares; 2025Q3: 21,476 shares; 2025Q4: 20,280 shares; 2026Q1: 21,503 shares 21,503 $566K 0.06% +1,223 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 1,752 shares; 2025Q2: 2,116 shares; 2025Q3: 1,875 shares; 2025Q4: 3,181 shares; 2026Q1: 4,987 shares 4,987 $564K 0.06% +1,806 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: restricted; 2024Q4: 53 shares; 2025Q1: 2,919 shares; 2025Q2: 2,981 shares; 2025Q3: 2,963 shares; 2025Q4: 3,286 shares; 2026Q1: 4,163 shares 4,163 $563K 0.06% +877 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 190 shares; 2025Q2: 236 shares; 2025Q3: 530 shares; 2025Q4: 2,350 shares; 2026Q1: 2,341 shares 2,341 $560K 0.06% -9 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: restricted; 2024Q4: 1,713 shares; 2025Q1: 5,543 shares; 2025Q2: 4,555 shares; 2025Q3: 3,429 shares; 2025Q4: 5,218 shares; 2026Q1: 4,351 shares 4,351 $560K 0.06% -867 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: restricted; 2024Q4: 15,384 shares; 2025Q1: 13,759 shares; 2025Q2: 12,925 shares; 2025Q3: 12,925 shares; 2025Q4: 11,925 shares; 2026Q1: 11,925 shares 11,925 $560K 0.06% 0 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: restricted; 2024Q4: 295 shares; 2025Q1: 282 shares; 2025Q2: 1,231 shares; 2025Q3: 789 shares; 2025Q4: 957 shares; 2026Q1: 1,286 shares 1,286 $556K 0.05% +329 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: restricted; 2024Q4: 668 shares; 2025Q1: 4,366 shares; 2025Q2: 3,718 shares; 2025Q3: 4,230 shares; 2025Q4: 4,646 shares; 2026Q1: 5,275 shares 5,275 $555K 0.05% +629 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 628 shares; 2025Q1: 4,128 shares; 2025Q2: 4,976 shares; 2025Q3: 5,204 shares; 2025Q4: 7,924 shares; 2026Q1: 12,080 shares 12,080 $553K 0.05% +4,156 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: restricted; 2024Q4: 836 shares; 2025Q1: 1,232 shares; 2025Q2: 1,716 shares; 2025Q3: 2,198 shares; 2025Q4: 2,597 shares; 2026Q1: 6,027 shares 6,027 $549K 0.05% +3,430 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: restricted; 2024Q4: 1,252 shares; 2025Q1: 4,398 shares; 2025Q2: 5,018 shares; 2025Q3: 6,758 shares; 2025Q4: 7,118 shares; 2026Q1: 7,574 shares 7,574 $545K 0.05% +456 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 1,439 shares; 2025Q2: 1,560 shares; 2025Q3: 2,151 shares; 2025Q4: 1,570 shares; 2026Q1: 1,687 shares 1,687 $541K 0.05% +117 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,446 shares; 2025Q2: 14,271 shares; 2025Q3: 14,303 shares; 2025Q4: 14,939 shares; 2026Q1: 18,892 shares 18,892 $537K 0.05% +3,953 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,473 shares; 2025Q1: 2,895 shares; 2025Q2: 18,044 shares; 2025Q3: 18,546 shares; 2025Q4: 21,859 shares; 2026Q1: 20,725 shares 20,725 $536K 0.05% -1,134 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: restricted; 2024Q4: 1,121 shares; 2025Q1: 1,515 shares; 2025Q2: 1,242 shares; 2025Q3: 1,034 shares; 2025Q4: 1,425 shares; 2026Q1: 1,631 shares 1,631 $536K 0.05% +206 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 597 shares; 2025Q2: 582 shares; 2025Q3: 597 shares; 2025Q4: 611 shares; 2026Q1: 641 shares 641 $536K 0.05% +30 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: restricted; 2024Q4: 2,941 shares; 2025Q1: 5,064 shares; 2025Q2: 5,653 shares; 2025Q3: 6,054 shares; 2025Q4: 6,752 shares; 2026Q1: 8,036 shares 8,036 $530K 0.05% +1,284 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,446 shares; 2025Q1: 14,506 shares; 2025Q2: 14,446 shares; 2025Q3: 14,446 shares; 2025Q4: 14,446 shares; 2026Q1: 14,446 shares 14,446 $529K 0.05% 0 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: restricted; 2024Q4: 1,166 shares; 2025Q1: 1,140 shares; 2025Q2: 2,183 shares; 2025Q3: 2,281 shares; 2025Q4: 2,641 shares; 2026Q1: 4,200 shares 4,200 $528K 0.05% +1,559 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,042 shares; 2025Q1: 3,484 shares; 2025Q2: 5,698 shares; 2025Q3: 6,930 shares; 2025Q4: 7,026 shares; 2026Q1: 8,956 shares 8,956 $526K 0.05% +1,930 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 729 shares; 2025Q1: 4,215 shares; 2025Q2: 1,412 shares; 2025Q3: 1,494 shares; 2025Q4: 1,466 shares; 2026Q1: 1,771 shares 1,771 $525K 0.05% +305 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: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,459 shares; 2025Q2: 5,413 shares; 2025Q3: 5,595 shares; 2025Q4: 6,274 shares; 2026Q1: 7,694 shares 7,694 $523K 0.05% +1,420 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: restricted; 2024Q4: 1,495 shares; 2025Q1: 1,653 shares; 2025Q2: 1,650 shares; 2025Q3: 1,654 shares; 2025Q4: 1,783 shares; 2026Q1: 2,563 shares 2,563 $521K 0.05% +780 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 1,887 shares; 2025Q2: 1,771 shares; 2025Q3: 1,836 shares; 2025Q4: 2,476 shares; 2026Q1: 2,142 shares 2,142 $521K 0.05% -334 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: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,229 shares; 2025Q2: 1,403 shares; 2025Q3: 1,451 shares; 2025Q4: 1,560 shares; 2026Q1: 1,706 shares 1,706 $516K 0.05% +146 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 231 shares; 2025Q2: 177 shares; 2025Q3: 192 shares; 2025Q4: 206 shares; 2026Q1: 2,369 shares 2,369 $513K 0.05% +2,163 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,248 shares; 2025Q2: 4,746 shares; 2025Q3: 4,809 shares; 2025Q4: 5,353 shares; 2026Q1: 5,563 shares 5,563 $512K 0.05% +210 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 4,255 shares; 2025Q2: 8,134 shares; 2025Q3: 9,833 shares; 2025Q4: 5,492 shares; 2026Q1: 12,035 shares 12,035 $506K 0.05% +6,543 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: restricted; 2024Q4: 2,998 shares; 2025Q1: 6,436 shares; 2025Q2: 6,689 shares; 2025Q3: 8,962 shares; 2025Q4: 6,504 shares; 2026Q1: 4,887 shares 4,887 $502K 0.05% -1,617 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: restricted; 2024Q4: 6,799 shares; 2025Q1: 19,446 shares; 2025Q2: 11,222 shares; 2025Q3: 31,389 shares; 2025Q4: 16,295 shares; 2026Q1: 17,741 shares 17,741 $498K 0.05% +1,446 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 47,240 shares; 2025Q2: 52,973 shares; 2025Q3: 49,544 shares; 2025Q4: 53,413 shares; 2026Q1: 62,882 shares 62,882 $496K 0.05% +9,469 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,885 shares; 2025Q1: 12,922 shares; 2025Q2: 12,957 shares; 2025Q3: 13,311 shares; 2025Q4: 12,700 shares; 2026Q1: 13,511 shares 13,511 $494K 0.05% +811 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: restricted; 2024Q4: 124 shares; 2025Q1: 837 shares; 2025Q2: 981 shares; 2025Q3: 1,829 shares; 2025Q4: 2,284 shares; 2026Q1: 3,489 shares 3,489 $492K 0.05% +1,205 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: restricted; 2024Q4: 688 shares; 2025Q1: 1,192 shares; 2025Q2: 960 shares; 2025Q3: 1,353 shares; 2025Q4: 1,257 shares; 2026Q1: 1,066 shares 1,066 $491K 0.05% -191 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 981 shares; 2026Q1: 2,584 shares 2,584 $490K 0.05% +1,603 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 1,229 shares; 2025Q2: 1,170 shares; 2025Q3: 1,333 shares; 2025Q4: 1,009 shares; 2026Q1: 2,110 shares 2,110 $490K 0.05% +1,101 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 15,229 shares; 2025Q2: 8,848 shares; 2025Q3: 8,932 shares; 2025Q4: 9,720 shares; 2026Q1: 13,899 shares 13,899 $490K 0.05% +4,179 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: restricted; 2024Q4: 314 shares; 2025Q1: 547 shares; 2025Q2: 1,267 shares; 2025Q3: 2,245 shares; 2025Q4: 2,154 shares; 2026Q1: 2,973 shares 2,973 $488K 0.05% +819 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 4,191 shares; 2025Q2: 1,169 shares; 2025Q3: 848 shares; 2025Q4: 6,137 shares; 2026Q1: 6,704 shares 6,704 $486K 0.05% +567 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 605 shares; 2025Q1: 4,690 shares; 2025Q2: 3,962 shares; 2025Q3: 4,139 shares; 2025Q4: 5,883 shares; 2026Q1: 6,272 shares 6,272 $485K 0.05% +389 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: restricted; 2024Q4: 236 shares; 2025Q1: 753 shares; 2025Q2: 984 shares; 2025Q3: 778 shares; 2025Q4: 577 shares; 2026Q1: 793 shares 793 $479K 0.05% +216 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: restricted; 2024Q4: 1,098 shares; 2025Q1: 2,453 shares; 2025Q2: 2,487 shares; 2025Q3: 2,540 shares; 2025Q4: 2,389 shares; 2026Q1: 3,648 shares 3,648 $478K 0.05% +1,259 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 627 shares; 2025Q2: 674 shares; 2025Q3: 218 shares; 2025Q4: 696 shares; 2026Q1: 1,066 shares 1,066 $476K 0.05% +370 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: restricted; 2024Q4: 2,455 shares; 2025Q1: 2,446 shares; 2025Q2: 2,376 shares; 2025Q3: 2,381 shares; 2025Q4: 2,155 shares; 2026Q1: 2,186 shares 2,186 $475K 0.05% +31 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 1,837 shares; 2025Q2: 1,893 shares; 2025Q3: 1,792 shares; 2025Q4: 1,797 shares; 2026Q1: 1,894 shares 1,894 $473K 0.05% +97 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: not reported; 2025Q2: 1,253 shares; 2025Q3: 1,364 shares; 2025Q4: 2,337 shares; 2026Q1: 3,816 shares 3,816 $470K 0.05% +1,479 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: restricted; 2024Q4: 684 shares; 2025Q1: 2,433 shares; 2025Q2: 1,587 shares; 2025Q3: 1,988 shares; 2025Q4: 2,329 shares; 2026Q1: 3,370 shares 3,370 $470K 0.05% +1,041 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,716 shares; 2025Q1: 8,634 shares; 2025Q2: 9,069 shares; 2025Q3: 9,124 shares; 2025Q4: 10,201 shares; 2026Q1: 8,015 shares 8,015 $468K 0.05% -2,186 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: restricted; 2024Q4: 2,033 shares; 2025Q1: 3,955 shares; 2025Q2: 2,472 shares; 2025Q3: 2,711 shares; 2025Q4: 3,075 shares; 2026Q1: 3,431 shares 3,431 $467K 0.05% +356 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: 679 shares; 2025Q2: 736 shares; 2025Q3: 4,522 shares; 2025Q4: 5,618 shares; 2026Q1: 15,174 shares 15,174 $466K 0.05% +9,556 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,040 shares 6,040 $466K 0.05% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,930 shares; 2025Q2: 24,499 shares; 2025Q3: 23,358 shares; 2025Q4: 25,622 shares; 2026Q1: 31,258 shares 31,258 $466K 0.05% +5,636 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: restricted; 2024Q4: 6,511 shares; 2025Q1: 8,863 shares; 2025Q2: 8,940 shares; 2025Q3: 14,227 shares; 2025Q4: 13,014 shares; 2026Q1: 13,886 shares 13,886 $466K 0.05% +872 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,543 shares; 2025Q1: 2,702 shares; 2025Q2: 2,826 shares; 2025Q3: 2,914 shares; 2025Q4: 2,968 shares; 2026Q1: 3,174 shares 3,174 $464K 0.05% +206 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: restricted; 2024Q4: 730 shares; 2025Q1: 2,903 shares; 2025Q2: 1,867 shares; 2025Q3: 2,173 shares; 2025Q4: 2,440 shares; 2026Q1: 3,636 shares 3,636 $460K 0.05% +1,196 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 1,971 shares; 2025Q2: 2,028 shares; 2025Q3: 721 shares; 2025Q4: 1,426 shares; 2026Q1: 2,486 shares 2,486 $460K 0.05% +1,060 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 2,918 shares; 2025Q2: 1,874 shares; 2025Q3: 1,936 shares; 2025Q4: 2,611 shares; 2026Q1: 2,522 shares 2,522 $460K 0.05% -89 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: restricted; 2024Q4: 257 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 309 shares; 2025Q4: 611 shares; 2026Q1: 814 shares 814 $459K 0.05% +203 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: restricted; 2024Q4: 1,788 shares; 2025Q1: 4,707 shares; 2025Q2: 7,669 shares; 2025Q3: 8,050 shares; 2025Q4: 9,032 shares; 2026Q1: 5,280 shares 5,280 $458K 0.05% -3,752 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 6,719 shares; 2025Q2: 794 shares; 2025Q3: 3,891 shares; 2025Q4: 4,755 shares; 2026Q1: 7,875 shares 7,875 $456K 0.04% +3,120 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: restricted; 2024Q4: 1,336 shares; 2025Q1: 2,008 shares; 2025Q2: 2,080 shares; 2025Q3: 3,953 shares; 2025Q4: 2,443 shares; 2026Q1: 2,495 shares 2,495 $455K 0.04% +52 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: restricted; 2024Q4: 1,262 shares; 2025Q1: 2,522 shares; 2025Q2: 2,710 shares; 2025Q3: 4,929 shares; 2025Q4: 3,818 shares; 2026Q1: 4,694 shares 4,694 $453K 0.04% +876 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 1,206 shares; 2025Q2: 1,446 shares; 2025Q3: 1,561 shares; 2025Q4: 1,757 shares; 2026Q1: 2,227 shares 2,227 $452K 0.04% +470 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: restricted; 2024Q4: 183 shares; 2025Q1: 2,567 shares; 2025Q2: 1,806 shares; 2025Q3: 5,264 shares; 2025Q4: 3,935 shares; 2026Q1: 3,788 shares 3,788 $449K 0.04% -147 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 143 shares; 2025Q3: 195 shares; 2025Q4: 813 shares; 2026Q1: 3,254 shares 3,254 $444K 0.04% +2,441 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: restricted; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 2,071 shares 2,071 $443K 0.04% +1,933 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: restricted; 2024Q4: 3,376 shares; 2025Q1: 5,071 shares; 2025Q2: 5,176 shares; 2025Q3: 5,261 shares; 2025Q4: 4,725 shares; 2026Q1: 6,065 shares 6,065 $441K 0.04% +1,340 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: restricted; 2024Q4: 156 shares; 2025Q1: 1,283 shares; 2025Q2: 1,215 shares; 2025Q3: 1,949 shares; 2025Q4: 2,793 shares; 2026Q1: 3,297 shares 3,297 $440K 0.04% +504 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,595 shares; 2025Q2: 9,405 shares; 2025Q3: 8,630 shares; 2025Q4: 9,114 shares; 2026Q1: 8,429 shares 8,429 $438K 0.04% -685 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: restricted; 2024Q4: not reported; 2025Q1: 1,898 shares; 2025Q2: 1,984 shares; 2025Q3: 2,113 shares; 2025Q4: 2,066 shares; 2026Q1: 2,095 shares 2,095 $436K 0.04% +29 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: restricted; 2024Q4: 688 shares; 2025Q1: 1,348 shares; 2025Q2: 1,041 shares; 2025Q3: 1,092 shares; 2025Q4: 1,162 shares; 2026Q1: 1,353 shares 1,353 $435K 0.04% +191 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,556 shares; 2025Q1: 35,606 shares; 2025Q2: 38,596 shares; 2025Q3: 32,786 shares; 2025Q4: 32,610 shares; 2026Q1: 38,549 shares 38,549 $434K 0.04% +5,939 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: restricted; 2024Q4: 404 shares; 2025Q1: 1,741 shares; 2025Q2: 2,761 shares; 2025Q3: 2,867 shares; 2025Q4: 2,879 shares; 2026Q1: 3,966 shares 3,966 $434K 0.04% +1,087 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 301 shares; 2025Q2: 1,152 shares; 2025Q3: 1,162 shares; 2025Q4: 1,522 shares; 2026Q1: 1,885 shares 1,885 $433K 0.04% +363 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: restricted; 2024Q4: 1,095 shares; 2025Q1: 924 shares; 2025Q2: 1,387 shares; 2025Q3: 2,118 shares; 2025Q4: 1,287 shares; 2026Q1: 2,231 shares 2,231 $433K 0.04% +944 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,062 shares; 2025Q1: 18,930 shares; 2025Q2: 21,501 shares; 2025Q3: 22,318 shares; 2025Q4: 24,189 shares; 2026Q1: 28,830 shares 28,830 $433K 0.04% +4,641 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: restricted; 2024Q4: 606 shares; 2025Q1: 924 shares; 2025Q2: 830 shares; 2025Q3: 875 shares; 2025Q4: 858 shares; 2026Q1: 1,035 shares 1,035 $431K 0.04% +177 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: restricted; 2024Q4: 454 shares; 2025Q1: 2,213 shares; 2025Q2: 4,312 shares; 2025Q3: 4,535 shares; 2025Q4: 5,049 shares; 2026Q1: 5,072 shares 5,072 $430K 0.04% +23 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 4,652 shares; 2025Q2: 4,597 shares; 2025Q3: 4,821 shares; 2025Q4: 6,238 shares; 2026Q1: 7,174 shares 7,174 $430K 0.04% +936 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 4,876 shares; 2025Q4: 12,137 shares; 2026Q1: 16,913 shares 16,913 $429K 0.04% +4,776 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: restricted; 2024Q4: 17 shares; 2025Q1: 2,430 shares; 2025Q2: 2,540 shares; 2025Q3: 2,781 shares; 2025Q4: 2,696 shares; 2026Q1: 3,124 shares 3,124 $429K 0.04% +428 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 1,020 shares; 2025Q2: 1,861 shares; 2025Q3: 1,962 shares; 2025Q4: 2,030 shares; 2026Q1: 2,050 shares 2,050 $428K 0.04% +20 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: restricted; 2024Q4: 161 shares; 2025Q1: 268 shares; 2025Q2: 542 shares; 2025Q3: 964 shares; 2025Q4: 2,580 shares; 2026Q1: 4,095 shares 4,095 $428K 0.04% +1,515 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: restricted; 2024Q4: 330 shares; 2025Q1: 846 shares; 2025Q2: 936 shares; 2025Q3: 1,145 shares; 2025Q4: 926 shares; 2026Q1: 1,723 shares 1,723 $428K 0.04% +797 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 555 shares; 2025Q1: 10,596 shares; 2025Q2: 12,400 shares; 2025Q3: 11,110 shares; 2025Q4: 10,661 shares; 2026Q1: 10,139 shares 10,139 $428K 0.04% -522 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: restricted; 2024Q4: 1,521 shares; 2025Q1: 1,786 shares; 2025Q2: 1,616 shares; 2025Q3: 1,469 shares; 2025Q4: 1,449 shares; 2026Q1: 1,731 shares 1,731 $428K 0.04% +282 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: restricted; 2024Q4: 216 shares; 2025Q1: 563 shares; 2025Q2: 493 shares; 2025Q3: 484 shares; 2025Q4: 491 shares; 2026Q1: 622 shares 622 $424K 0.04% +131 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026 shares; 2025Q1: 2,384 shares; 2025Q2: 2,427 shares; 2025Q3: 2,507 shares; 2025Q4: 2,813 shares; 2026Q1: 3,907 shares 3,907 $423K 0.04% +1,094 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 911 shares; 2025Q1: 4,205 shares; 2025Q2: 2,475 shares; 2025Q3: 1,210 shares; 2025Q4: 4,513 shares; 2026Q1: 9,522 shares 9,522 $422K 0.04% +5,009 Timeline IWV 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: restricted; 2024Q4: 822 shares; 2025Q1: 983 shares; 2025Q2: 985 shares; 2025Q3: 988 shares; 2025Q4: 1,137 shares; 2026Q1: 1,139 shares 1,139 $422K 0.04% +2 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 1,676 shares; 2025Q2: 1,629 shares; 2025Q3: 1,729 shares; 2025Q4: 1,766 shares; 2026Q1: 1,870 shares 1,870 $420K 0.04% +104 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,544 shares; 2025Q1: 5,097 shares; 2025Q2: 6,944 shares; 2025Q3: 7,596 shares; 2025Q4: 6,063 shares; 2026Q1: 6,945 shares 6,945 $419K 0.04% +882 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,799 shares; 2025Q1: 1,936 shares; 2025Q2: 3,697 shares; 2025Q3: 5,283 shares; 2025Q4: 5,338 shares; 2026Q1: 11,262 shares 11,262 $419K 0.04% +5,924 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: restricted; 2024Q4: 348 shares; 2025Q1: 3,086 shares; 2025Q2: 5,015 shares; 2025Q3: 5,994 shares; 2025Q4: 8,836 shares; 2026Q1: 7,748 shares 7,748 $419K 0.04% -1,088 Timeline LRGF 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: restricted; 2024Q4: 12,962 shares; 2025Q1: 12,962 shares; 2025Q2: 12,962 shares; 2025Q3: 12,962 shares; 2025Q4: 12,962 shares; 2026Q1: 6,343 shares 6,343 $419K 0.04% -6,619 Timeline SCHZ 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: restricted; 2024Q4: 20,871 shares; 2025Q1: 19,546 shares; 2025Q2: 19,517 shares; 2025Q3: 18,385 shares; 2025Q4: 17,968 shares; 2026Q1: 17,968 shares 17,968 $417K 0.04% 0 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: restricted; 2024Q4: 552 shares; 2025Q1: 743 shares; 2025Q2: 837 shares; 2025Q3: 704 shares; 2025Q4: 815 shares; 2026Q1: 1,278 shares 1,278 $417K 0.04% +463 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: 1,447 shares; 2025Q2: 1,351 shares; 2025Q3: 1,274 shares; 2025Q4: 639 shares; 2026Q1: 1,439 shares 1,439 $416K 0.04% +800 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,227 shares; 2025Q1: 7,405 shares; 2025Q2: 5,335 shares; 2025Q3: 9,215 shares; 2025Q4: 6,223 shares; 2026Q1: 6,431 shares 6,431 $412K 0.04% +208 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 40,309 shares; 2025Q2: 40,185 shares; 2025Q3: 41,715 shares; 2025Q4: 45,723 shares; 2026Q1: 56,634 shares 56,634 $411K 0.04% +10,911 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,346 shares; 2025Q1: 16,319 shares; 2025Q2: 20,924 shares; 2025Q3: 20,690 shares; 2025Q4: 22,600 shares; 2026Q1: 19,335 shares 19,335 $409K 0.04% -3,265 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 613 shares; 2025Q1: 2,025 shares; 2025Q2: 2,140 shares; 2025Q3: 2,188 shares; 2025Q4: 2,182 shares; 2026Q1: 2,814 shares 2,814 $409K 0.04% +632 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: restricted; 2024Q4: 798 shares; 2025Q1: 863 shares; 2025Q2: 970 shares; 2025Q3: 1,275 shares; 2025Q4: 1,207 shares; 2026Q1: 1,534 shares 1,534 $407K 0.04% +327 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,577 shares; 2025Q1: 11,437 shares; 2025Q2: 11,562 shares; 2025Q3: 12,064 shares; 2025Q4: 8,215 shares; 2026Q1: 6,956 shares 6,956 $407K 0.04% -1,259 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: restricted; 2024Q4: 161 shares; 2025Q1: 326 shares; 2025Q2: 338 shares; 2025Q3: 163 shares; 2025Q4: 236 shares; 2026Q1: 373 shares 373 $407K 0.04% +137 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,704 shares; 2025Q1: 5,704 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares; 2025Q4: 5,704 shares; 2026Q1: 5,704 shares 5,704 $406K 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 2,593 shares; 2025Q2: 1,063 shares; 2025Q3: 2,041 shares; 2025Q4: 5,077 shares; 2026Q1: 6,092 shares 6,092 $405K 0.04% +1,015 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: restricted; 2024Q4: 584 shares; 2025Q1: 1,966 shares; 2025Q2: 1,930 shares; 2025Q3: 1,431 shares; 2025Q4: 867 shares; 2026Q1: 1,514 shares 1,514 $404K 0.04% +647 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,013 shares; 2025Q1: 3,209 shares; 2025Q2: 2,536 shares; 2025Q3: 2,445 shares; 2025Q4: 2,476 shares; 2026Q1: 2,815 shares 2,815 $403K 0.04% +339 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,734 shares; 2025Q4: 5,556 shares; 2026Q1: 6,934 shares 6,934 $401K 0.04% +1,378 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: restricted; 2024Q4: 1,047 shares; 2025Q1: 3,822 shares; 2025Q2: 3,826 shares; 2025Q3: 4,128 shares; 2025Q4: 5,528 shares; 2026Q1: 8,101 shares 8,101 $397K 0.04% +2,573 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 2,264 shares; 2025Q4: 8,826 shares; 2026Q1: 8,097 shares 8,097 $397K 0.04% -729 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 411 shares; 2025Q1: 1,009 shares; 2025Q2: 1,060 shares; 2025Q3: 208 shares; 2025Q4: 891 shares; 2026Q1: 3,140 shares 3,140 $396K 0.04% +2,249 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,478 shares; 2025Q1: 3,255 shares; 2025Q2: 4,286 shares; 2025Q3: 4,686 shares; 2025Q4: 5,019 shares; 2026Q1: 7,677 shares 7,677 $394K 0.04% +2,658 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: restricted; 2024Q4: 711 shares; 2025Q1: 673 shares; 2025Q2: 607 shares; 2025Q3: 630 shares; 2025Q4: 632 shares; 2026Q1: 1,002 shares 1,002 $391K 0.04% +370 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: restricted; 2024Q4: 739 shares; 2025Q1: 1,064 shares; 2025Q2: 1,404 shares; 2025Q3: 1,500 shares; 2025Q4: 1,569 shares; 2026Q1: 1,597 shares 1,597 $390K 0.04% +28 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: restricted; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 569 shares; 2025Q4: 386 shares; 2026Q1: 694 shares 694 $390K 0.04% +308 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 967 shares; 2025Q1: 1,058 shares; 2025Q2: 1,137 shares; 2025Q3: 1,130 shares; 2025Q4: 2,158 shares; 2026Q1: 2,052 shares 2,052 $388K 0.04% -106 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: restricted; 2024Q4: 5,516 shares; 2025Q1: 5,516 shares; 2025Q2: 5,518 shares; 2025Q3: 4,703 shares; 2025Q4: 4,704 shares; 2026Q1: 4,704 shares 4,704 $388K 0.04% 0 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: restricted; 2024Q4: 686 shares; 2025Q1: 10,172 shares; 2025Q2: 10,297 shares; 2025Q3: 7,094 shares; 2025Q4: 9,318 shares; 2026Q1: 11,613 shares 11,613 $385K 0.04% +2,295 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,933 shares; 2025Q1: 7,903 shares; 2025Q2: 7,854 shares; 2025Q3: 4,377 shares; 2025Q4: 9,044 shares; 2026Q1: 10,410 shares 10,410 $385K 0.04% +1,366 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: restricted; 2024Q4: 225 shares; 2025Q1: 3,800 shares; 2025Q2: 4,353 shares; 2025Q3: 886 shares; 2025Q4: 4,545 shares; 2026Q1: 5,060 shares 5,060 $381K 0.04% +515 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 1,371 shares; 2025Q2: 936 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 1,183 shares 1,183 $380K 0.04% +263 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: restricted; 2024Q4: 106 shares; 2025Q1: 40 shares; 2025Q2: 141 shares; 2025Q3: 194 shares; 2025Q4: 895 shares; 2026Q1: 2,655 shares 2,655 $378K 0.04% +1,760 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: restricted; 2024Q4: 1,466 shares; 2025Q1: 3,235 shares; 2025Q2: 3,289 shares; 2025Q3: 3,289 shares; 2025Q4: 3,564 shares; 2026Q1: 5,025 shares 5,025 $374K 0.04% +1,461 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: restricted; 2024Q4: 460 shares; 2025Q1: 468 shares; 2025Q2: 653 shares; 2025Q3: 618 shares; 2025Q4: 625 shares; 2026Q1: 645 shares 645 $372K 0.04% +20 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 2,016 shares; 2025Q2: 2,101 shares; 2025Q3: 772 shares; 2025Q4: 3,255 shares; 2026Q1: 3,617 shares 3,617 $372K 0.04% +362 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 481 shares; 2025Q1: 970 shares; 2025Q2: 4,506 shares; 2025Q3: 5,369 shares; 2025Q4: 5,081 shares; 2026Q1: 5,039 shares 5,039 $371K 0.04% -42 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: restricted; 2024Q4: 1,192 shares; 2025Q1: 1,842 shares; 2025Q2: 2,259 shares; 2025Q3: 2,767 shares; 2025Q4: 2,472 shares; 2026Q1: 1,871 shares 1,871 $371K 0.04% -601 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: restricted; 2024Q4: 368 shares; 2025Q1: 964 shares; 2025Q2: 452 shares; 2025Q3: 702 shares; 2025Q4: 1,412 shares; 2026Q1: 1,758 shares 1,758 $369K 0.04% +346 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 304 shares; 2025Q2: 1,505 shares; 2025Q3: 1,685 shares; 2025Q4: 1,638 shares; 2026Q1: 6,089 shares 6,089 $366K 0.04% +4,451 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 2,116 shares; 2025Q2: 1,794 shares; 2025Q3: 500 shares; 2025Q4: 1,547 shares; 2026Q1: 2,886 shares 2,886 $366K 0.04% +1,339 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 8,724 shares; 2025Q2: 10,567 shares; 2025Q3: 10,868 shares; 2025Q4: 10,655 shares; 2026Q1: 13,620 shares 13,620 $365K 0.04% +2,965 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: restricted; 2024Q4: 541 shares; 2025Q1: 1,626 shares; 2025Q2: 1,682 shares; 2025Q3: 1,765 shares; 2025Q4: 1,944 shares; 2026Q1: 2,787 shares 2,787 $365K 0.04% +843 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 1,508 shares; 2025Q4: 5,066 shares; 2026Q1: 6,179 shares 6,179 $365K 0.04% +1,113 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,941 shares; 2025Q1: 4,804 shares; 2025Q2: 4,536 shares; 2025Q3: 4,835 shares; 2025Q4: 5,393 shares; 2026Q1: 6,332 shares 6,332 $365K 0.04% +939 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 3,644 shares; 2025Q2: 2,142 shares; 2025Q3: 2,135 shares; 2025Q4: 2,702 shares; 2026Q1: 3,821 shares 3,821 $362K 0.04% +1,119 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: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,228 shares; 2025Q2: 1,543 shares; 2025Q3: 1,553 shares; 2025Q4: 1,562 shares; 2026Q1: 1,828 shares 1,828 $361K 0.04% +266 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164 shares; 2025Q1: 2,336 shares; 2025Q2: 1,855 shares; 2025Q3: 1,808 shares; 2025Q4: 1,787 shares; 2026Q1: 2,095 shares 2,095 $361K 0.04% +308 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 9,853 shares; 2025Q2: 13,039 shares; 2025Q3: 13,814 shares; 2025Q4: 16,638 shares; 2026Q1: 15,965 shares 15,965 $361K 0.04% -673 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,125 shares; 2025Q1: 5,297 shares; 2025Q2: 3,904 shares; 2025Q3: 4,030 shares; 2025Q4: 4,149 shares; 2026Q1: 5,067 shares 5,067 $361K 0.04% +918 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 542 shares; 2025Q2: 673 shares; 2025Q3: 682 shares; 2025Q4: 816 shares; 2026Q1: 1,886 shares 1,886 $359K 0.04% +1,070 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,164 shares; 2025Q1: 364 shares; 2025Q2: 1,424 shares; 2025Q3: 1,611 shares; 2025Q4: 2,177 shares; 2026Q1: 3,143 shares 3,143 $358K 0.04% +966 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: restricted; 2024Q4: 3,583 shares; 2025Q1: 4,693 shares; 2025Q2: 3,661 shares; 2025Q3: 4,041 shares; 2025Q4: 3,372 shares; 2026Q1: 3,626 shares 3,626 $357K 0.04% +254 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,004 shares; 2025Q1: 14,046 shares; 2025Q2: 14,087 shares; 2025Q3: 14,128 shares; 2025Q4: 14,172 shares; 2026Q1: 14,211 shares 14,211 $357K 0.04% +39 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,221 shares; 2025Q1: 9,618 shares; 2025Q2: 3,520 shares; 2025Q3: 6,690 shares; 2025Q4: 7,202 shares; 2026Q1: 7,587 shares 7,587 $357K 0.04% +385 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,663 shares; 2025Q2: 210 shares; 2025Q3: 298 shares; 2025Q4: 3,212 shares; 2026Q1: 3,077 shares 3,077 $357K 0.04% -135 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 1,358 shares; 2025Q2: 816 shares; 2025Q3: 1,509 shares; 2025Q4: 422 shares; 2026Q1: 2,738 shares 2,738 $356K 0.04% +2,316 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: restricted; 2024Q4: 746 shares; 2025Q1: 721 shares; 2025Q2: 765 shares; 2025Q3: 739 shares; 2025Q4: 692 shares; 2026Q1: 1,218 shares 1,218 $354K 0.03% +526 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: restricted; 2024Q4: 480 shares; 2025Q1: 475 shares; 2025Q2: 566 shares; 2025Q3: 559 shares; 2025Q4: 551 shares; 2026Q1: 1,858 shares 1,858 $352K 0.03% +1,307 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: restricted; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 67 shares; 2025Q4: 73 shares; 2026Q1: 884 shares 884 $350K 0.03% +811 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: restricted; 2024Q4: 1,466 shares; 2025Q1: 3,509 shares; 2025Q2: 3,596 shares; 2025Q3: 3,623 shares; 2025Q4: 3,105 shares; 2026Q1: 4,163 shares 4,163 $348K 0.03% +1,058 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 1,375 shares; 2025Q2: 573 shares; 2025Q3: 956 shares; 2025Q4: 4,332 shares; 2026Q1: 4,596 shares 4,596 $347K 0.03% +264 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 7,655 shares; 2025Q2: 6,212 shares; 2025Q3: 10,299 shares; 2025Q4: 11,568 shares; 2026Q1: 12,625 shares 12,625 $346K 0.03% +1,057 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 810 shares; 2025Q2: 853 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 982 shares 982 $345K 0.03% +48 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 365 shares; 2025Q2: 682 shares; 2025Q3: 701 shares; 2025Q4: 737 shares; 2026Q1: 862 shares 862 $343K 0.03% +125 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 855 shares; 2025Q2: 2,144 shares; 2025Q3: 2,952 shares; 2025Q4: 3,491 shares; 2026Q1: 4,919 shares 4,919 $341K 0.03% +1,428 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: restricted; 2024Q4: 2,082 shares; 2025Q1: 12,354 shares; 2025Q2: 910 shares; 2025Q3: 5,350 shares; 2025Q4: 8,231 shares; 2026Q1: 15,142 shares 15,142 $341K 0.03% +6,911 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: restricted; 2024Q4: 810 shares; 2025Q1: 2,242 shares; 2025Q2: 6,220 shares; 2025Q3: 6,594 shares; 2025Q4: 7,505 shares; 2026Q1: 7,368 shares 7,368 $338K 0.03% -137 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: restricted; 2024Q4: 2,314 shares; 2025Q1: 5,435 shares; 2025Q2: 3,698 shares; 2025Q3: 6,495 shares; 2025Q4: 5,327 shares; 2026Q1: 5,377 shares 5,377 $337K 0.03% +50 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: restricted; 2024Q4: 763 shares; 2025Q1: 145 shares; 2025Q2: 7,192 shares; 2025Q3: 7,563 shares; 2025Q4: 7,332 shares; 2026Q1: 6,452 shares 6,452 $337K 0.03% -880 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 2,133 shares; 2025Q2: 2,200 shares; 2025Q3: 2,305 shares; 2025Q4: 2,645 shares; 2026Q1: 4,112 shares 4,112 $337K 0.03% +1,467 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,017 shares; 2025Q1: 2,140 shares; 2025Q2: 2,271 shares; 2025Q3: 2,130 shares; 2025Q4: 900 shares; 2026Q1: 1,987 shares 1,987 $336K 0.03% +1,087 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 193 shares; 2025Q1: 1,310 shares; 2025Q2: 1,214 shares; 2025Q3: 1,217 shares; 2025Q4: 1,169 shares; 2026Q1: 1,563 shares 1,563 $335K 0.03% +394 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 1,328 shares; 2025Q2: 1,490 shares; 2025Q3: 1,428 shares; 2025Q4: 1,120 shares; 2026Q1: 1,685 shares 1,685 $334K 0.03% +565 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 607 shares; 2025Q2: 1,316 shares; 2025Q3: 1,377 shares; 2025Q4: 1,312 shares; 2026Q1: 1,360 shares 1,360 $333K 0.03% +48 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,914 shares; 2025Q4: 7,778 shares; 2026Q1: 6,433 shares 6,433 $333K 0.03% -1,345 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,513 shares; 2025Q1: 21,894 shares; 2025Q2: 36,571 shares; 2025Q3: 20,687 shares; 2025Q4: 25,494 shares; 2026Q1: 33,068 shares 33,068 $331K 0.03% +7,574 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,840 shares; 2025Q1: 5,991 shares; 2025Q2: 8,222 shares; 2025Q3: 8,488 shares; 2025Q4: 9,758 shares; 2026Q1: 12,037 shares 12,037 $331K 0.03% +2,279 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: restricted; 2024Q4: 71 shares; 2025Q1: 125 shares; 2025Q2: 349 shares; 2025Q3: 477 shares; 2025Q4: 396 shares; 2026Q1: 1,128 shares 1,128 $330K 0.03% +732 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: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 4,410 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,868 shares 4,868 $329K 0.03% 0 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: restricted; 2024Q4: 5,606 shares; 2025Q1: 5,615 shares; 2025Q2: 4,604 shares; 2025Q3: 4,614 shares; 2025Q4: 4,623 shares; 2026Q1: 4,633 shares 4,633 $329K 0.03% +10 Timeline FNDF 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: restricted; 2024Q4: 14,634 shares; 2025Q1: 14,366 shares; 2025Q2: 12,789 shares; 2025Q3: 12,461 shares; 2025Q4: 6,432 shares; 2026Q1: 6,701 shares 6,701 $328K 0.03% +269 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 1,049 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares; 2026Q1: 1,015 shares 1,015 $328K 0.03% +59 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 192 shares; 2025Q4: 213 shares; 2026Q1: 514 shares 514 $327K 0.03% +301 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: restricted; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 269 shares; 2025Q3: 270 shares; 2025Q4: 497 shares; 2026Q1: 906 shares 906 $325K 0.03% +409 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: restricted; 2024Q4: 2,586 shares; 2025Q1: 2,626 shares; 2025Q2: 2,553 shares; 2025Q3: 2,614 shares; 2025Q4: 2,557 shares; 2026Q1: 2,815 shares 2,815 $324K 0.03% +258 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 846 shares; 2025Q1: 3,080 shares; 2025Q2: 9,009 shares; 2025Q3: 9,349 shares; 2025Q4: 9,973 shares; 2026Q1: 13,315 shares 13,315 $323K 0.03% +3,342 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,123 shares; 2025Q1: 9,236 shares; 2025Q2: 3,955 shares; 2025Q3: 7,708 shares; 2025Q4: 10,749 shares; 2026Q1: 12,798 shares 12,798 $322K 0.03% +2,049 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: restricted; 2024Q4: 1,217 shares; 2025Q1: 5,618 shares; 2025Q2: 4,212 shares; 2025Q3: 4,452 shares; 2025Q4: 5,250 shares; 2026Q1: 6,189 shares 6,189 $322K 0.03% +939 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 9,622 shares; 2025Q2: 7,277 shares; 2025Q3: 7,525 shares; 2025Q4: 6,677 shares; 2026Q1: 6,422 shares 6,422 $321K 0.03% -255 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,035 shares; 2025Q1: 4,606 shares; 2025Q2: 3,789 shares; 2025Q3: 3,439 shares; 2025Q4: 7,098 shares; 2026Q1: 6,759 shares 6,759 $320K 0.03% -339 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,962 shares; 2025Q1: 11,187 shares; 2025Q2: 12,202 shares; 2025Q3: 4,726 shares; 2025Q4: 4,432 shares; 2026Q1: 14,134 shares 14,134 $319K 0.03% +9,702 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 788 shares; 2025Q2: 517 shares; 2025Q3: 520 shares; 2025Q4: 586 shares; 2026Q1: 895 shares 895 $319K 0.03% +309 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 3,278 shares; 2025Q2: 9,792 shares; 2025Q3: 12,056 shares; 2025Q4: 9,093 shares; 2026Q1: 10,570 shares 10,570 $318K 0.03% +1,477 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 226 shares; 2025Q2: 171 shares; 2025Q3: 256 shares; 2025Q4: 271 shares; 2026Q1: 412 shares 412 $318K 0.03% +141 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 492 shares; 2025Q1: 8,837 shares; 2025Q2: 7,756 shares; 2025Q3: 7,477 shares; 2025Q4: 9,098 shares; 2026Q1: 9,215 shares 9,215 $318K 0.03% +117 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,498 shares; 2025Q1: 3,209 shares; 2025Q2: 967 shares; 2025Q3: 2,955 shares; 2025Q4: 4,162 shares; 2026Q1: 6,163 shares 6,163 $317K 0.03% +2,001 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 1,260 shares; 2025Q4: 567 shares; 2026Q1: 1,358 shares 1,358 $313K 0.03% +791 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 730 shares; 2025Q1: 8,384 shares; 2025Q2: 4,703 shares; 2025Q3: 4,436 shares; 2025Q4: 5,553 shares; 2026Q1: 9,079 shares 9,079 $313K 0.03% +3,526 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: 326 shares; 2025Q2: 1,002 shares; 2025Q3: 1,552 shares; 2025Q4: 1,807 shares; 2026Q1: 2,629 shares 2,629 $310K 0.03% +822 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: restricted; 2024Q4: 533 shares; 2025Q1: 994 shares; 2025Q2: 986 shares; 2025Q3: 1,012 shares; 2025Q4: 648 shares; 2026Q1: 729 shares 729 $310K 0.03% +81 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: restricted; 2024Q4: 582 shares; 2025Q1: 1,320 shares; 2025Q2: 1,072 shares; 2025Q3: 1,189 shares; 2025Q4: 1,258 shares; 2026Q1: 2,127 shares 2,127 $309K 0.03% +869 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: restricted; 2024Q4: 36 shares; 2025Q1: 89 shares; 2025Q2: 81 shares; 2025Q3: 667 shares; 2025Q4: 264 shares; 2026Q1: 573 shares 573 $309K 0.03% +309 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: restricted; 2024Q4: 79 shares; 2025Q1: 551 shares; 2025Q2: 459 shares; 2025Q3: 485 shares; 2025Q4: 491 shares; 2026Q1: 629 shares 629 $309K 0.03% +138 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 9,388 shares; 2025Q2: 8,174 shares; 2025Q3: 7,039 shares; 2025Q4: 9,884 shares; 2026Q1: 8,380 shares 8,380 $308K 0.03% -1,504 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: restricted; 2024Q4: 295 shares; 2025Q1: 677 shares; 2025Q2: 846 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 1,794 shares 1,794 $306K 0.03% +895 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 590 shares; 2026Q1: 704 shares 704 $306K 0.03% +114 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,285 shares; 2025Q1: 1,831 shares; 2025Q2: 13,493 shares; 2025Q3: 11,551 shares; 2025Q4: 11,464 shares; 2026Q1: 12,622 shares 12,622 $305K 0.03% +1,158 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 734 shares; 2025Q1: 2,431 shares; 2025Q2: 3,037 shares; 2025Q3: 4,205 shares; 2025Q4: 4,661 shares; 2026Q1: 5,248 shares 5,248 $305K 0.03% +587 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,841 shares; 2025Q4: 5,676 shares; 2026Q1: 5,448 shares 5,448 $305K 0.03% -228 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 865 shares; 2025Q2: 1,902 shares; 2025Q3: 1,907 shares; 2025Q4: 2,541 shares; 2026Q1: 6,531 shares 6,531 $303K 0.03% +3,990 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,499 shares; 2025Q1: 5,160 shares; 2025Q2: 5,296 shares; 2025Q3: 5,509 shares; 2025Q4: 6,084 shares; 2026Q1: 7,572 shares 7,572 $302K 0.03% +1,488 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 208 shares; 2025Q2: 482 shares; 2025Q3: 484 shares; 2025Q4: 603 shares; 2026Q1: 3,567 shares 3,567 $302K 0.03% +2,964 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96 shares; 2025Q1: 97 shares; 2025Q2: 106 shares; 2025Q3: 127 shares; 2025Q4: 171 shares; 2026Q1: 1,906 shares 1,906 $301K 0.03% +1,735 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: restricted; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $300K 0.03% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 4,672 shares; 2025Q2: 6,092 shares; 2025Q3: 13,900 shares; 2025Q4: 17,156 shares; 2026Q1: 20,114 shares 20,114 $298K 0.03% +2,958 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: restricted; 2024Q4: 1,143 shares; 2025Q1: 2,482 shares; 2025Q2: 1,304 shares; 2025Q3: 3,035 shares; 2025Q4: 3,819 shares; 2026Q1: 3,663 shares 3,663 $298K 0.03% -156 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 380 shares; 2025Q2: 384 shares; 2025Q3: 355 shares; 2025Q4: 407 shares; 2026Q1: 977 shares 977 $297K 0.03% +570 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 2,153 shares; 2025Q2: 736 shares; 2025Q3: 1,469 shares; 2025Q4: 2,108 shares; 2026Q1: 1,658 shares 1,658 $297K 0.03% -450 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 1,714 shares; 2025Q3: 1,972 shares; 2025Q4: 3,082 shares; 2026Q1: 3,146 shares 3,146 $294K 0.03% +64 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 19,535 shares; 2025Q2: 6,982 shares; 2025Q3: 7,415 shares; 2025Q4: 8,471 shares; 2026Q1: 8,577 shares 8,577 $293K 0.03% +106 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: restricted; 2024Q4: 1,509 shares; 2025Q1: 5,368 shares; 2025Q2: 3,939 shares; 2025Q3: 3,071 shares; 2025Q4: 1,415 shares; 2026Q1: 6,470 shares 6,470 $293K 0.03% +5,055 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 4,505 shares; 2025Q2: 4,606 shares; 2025Q3: 4,675 shares; 2025Q4: 5,041 shares; 2026Q1: 5,470 shares 5,470 $292K 0.03% +429 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 1,283 shares; 2025Q2: 1,274 shares; 2025Q3: 522 shares; 2025Q4: 1,879 shares; 2026Q1: 2,391 shares 2,391 $292K 0.03% +512 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 828 shares; 2025Q2: 905 shares; 2025Q3: 573 shares; 2025Q4: 478 shares; 2026Q1: 1,076 shares 1,076 $291K 0.03% +598 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 895 shares; 2025Q3: 901 shares; 2025Q4: 911 shares; 2026Q1: 1,036 shares 1,036 $291K 0.03% +125 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 1,939 shares; 2025Q2: 550 shares; 2025Q3: 564 shares; 2025Q4: 783 shares; 2026Q1: 1,062 shares 1,062 $291K 0.03% +279 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 105 shares; 2025Q2: 582 shares; 2025Q3: 321 shares; 2025Q4: 1,930 shares; 2026Q1: 2,396 shares 2,396 $290K 0.03% +466 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: restricted; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,905 shares; 2026Q1: 3,905 shares 3,905 $290K 0.03% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 930 shares; 2025Q1: 1,159 shares; 2025Q2: 1,219 shares; 2025Q3: 911 shares; 2025Q4: 1,735 shares; 2026Q1: 2,934 shares 2,934 $290K 0.03% +1,199 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 5,117 shares; 2026Q1: 5,081 shares 5,081 $290K 0.03% -36 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: restricted; 2024Q4: 869 shares; 2025Q1: 2,006 shares; 2025Q2: 2,009 shares; 2025Q3: 2,209 shares; 2025Q4: 2,239 shares; 2026Q1: 3,629 shares 3,629 $288K 0.03% +1,390 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: 2,450 shares; 2025Q2: 2,598 shares; 2025Q3: 920 shares; 2025Q4: 2,867 shares; 2026Q1: 2,947 shares 2,947 $288K 0.03% +80 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 2,039 shares; 2025Q2: 2,070 shares; 2025Q3: 2,237 shares; 2025Q4: 2,219 shares; 2026Q1: 2,837 shares 2,837 $288K 0.03% +618 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: restricted; 2024Q4: 131 shares; 2025Q1: 160 shares; 2025Q2: 282 shares; 2025Q3: 296 shares; 2025Q4: 364 shares; 2026Q1: 394 shares 394 $287K 0.03% +30 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 992 shares; 2025Q1: 1,714 shares; 2025Q2: 3,219 shares; 2025Q3: 2,255 shares; 2025Q4: 3,704 shares; 2026Q1: 4,467 shares 4,467 $287K 0.03% +763 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 5,217 shares; 2025Q2: 8,489 shares; 2025Q3: 8,912 shares; 2025Q4: 8,580 shares; 2026Q1: 8,979 shares 8,979 $285K 0.03% +399 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 279 shares; 2025Q2: 813 shares; 2025Q3: 1,070 shares; 2025Q4: 1,337 shares; 2026Q1: 1,359 shares 1,359 $285K 0.03% +22 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 962 shares; 2025Q2: 1,455 shares; 2025Q3: 2,198 shares; 2025Q4: 4,253 shares; 2026Q1: 4,728 shares 4,728 $285K 0.03% +475 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 117 shares; 2025Q2: 142 shares; 2025Q3: 144 shares; 2025Q4: 141 shares; 2026Q1: 317 shares 317 $284K 0.03% +176 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471 shares; 2025Q1: 1,220 shares; 2025Q2: 1,789 shares; 2025Q3: 1,807 shares; 2025Q4: 1,763 shares; 2026Q1: 1,822 shares 1,822 $283K 0.03% +59 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,241 shares; 2025Q2: 5,562 shares; 2025Q3: 6,914 shares; 2025Q4: 7,587 shares; 2026Q1: 8,995 shares 8,995 $283K 0.03% +1,408 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 821 shares; 2025Q2: 1,246 shares; 2025Q3: 1,311 shares; 2025Q4: 1,322 shares; 2026Q1: 2,110 shares 2,110 $283K 0.03% +788 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: restricted; 2024Q4: 1,809 shares; 2025Q1: 1,811 shares; 2025Q2: 1,951 shares; 2025Q3: 1,946 shares; 2025Q4: 1,333 shares; 2026Q1: 1,442 shares 1,442 $283K 0.03% +109 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: restricted; 2024Q4: 508 shares; 2025Q1: 1,146 shares; 2025Q2: 1,228 shares; 2025Q3: 1,680 shares; 2025Q4: 1,637 shares; 2026Q1: 2,158 shares 2,158 $283K 0.03% +521 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: restricted; 2024Q4: 1,131 shares; 2025Q1: 1,839 shares; 2025Q2: 1,428 shares; 2025Q3: 1,300 shares; 2025Q4: 1,768 shares; 2026Q1: 1,953 shares 1,953 $282K 0.03% +185 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: restricted; 2024Q4: 748 shares; 2025Q1: 759 shares; 2025Q2: 1,071 shares; 2025Q3: 1,086 shares; 2025Q4: 1,092 shares; 2026Q1: 1,122 shares 1,122 $281K 0.03% +30 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: restricted; 2024Q4: 3,178 shares; 2025Q1: 10,037 shares; 2025Q2: 4,332 shares; 2025Q3: 11,526 shares; 2025Q4: 12,915 shares; 2026Q1: 7,534 shares 7,534 $281K 0.03% -5,381 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 11,702 shares; 2025Q2: 12,107 shares; 2025Q3: 12,001 shares; 2025Q4: 12,677 shares; 2026Q1: 11,504 shares 11,504 $280K 0.03% -1,173 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: 25,684 shares 25,684 $279K 0.03% +25,020 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 541 shares; 2025Q2: 528 shares; 2025Q3: 562 shares; 2025Q4: 586 shares; 2026Q1: 1,009 shares 1,009 $278K 0.03% +423 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 4,440 shares; 2025Q3: 5,546 shares; 2025Q4: 6,308 shares; 2026Q1: 7,215 shares 7,215 $277K 0.03% +907 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: restricted; 2024Q4: 68 shares; 2025Q1: 94 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 75 shares; 2026Q1: 82 shares 82 $277K 0.03% +7 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 1,173 shares; 2025Q2: 846 shares; 2025Q3: 857 shares; 2025Q4: 865 shares; 2026Q1: 1,101 shares 1,101 $276K 0.03% +236 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 621 shares; 2025Q2: 887 shares; 2025Q3: 933 shares; 2025Q4: 1,133 shares; 2026Q1: 1,006 shares 1,006 $276K 0.03% -127 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 227 shares; 2025Q2: 503 shares; 2025Q3: 5,476 shares; 2025Q4: 7,466 shares; 2026Q1: 10,420 shares 10,420 $274K 0.03% +2,954 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 694 shares; 2025Q1: 3,794 shares; 2025Q2: 4,157 shares; 2025Q3: 3,334 shares; 2025Q4: 2,283 shares; 2026Q1: 3,484 shares 3,484 $273K 0.03% +1,201 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: restricted; 2024Q4: 638 shares; 2025Q1: 629 shares; 2025Q2: 676 shares; 2025Q3: 592 shares; 2025Q4: 609 shares; 2026Q1: 835 shares 835 $273K 0.03% +226 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 525 shares; 2025Q2: 572 shares; 2025Q3: 414 shares; 2025Q4: 187 shares; 2026Q1: 761 shares 761 $273K 0.03% +574 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: restricted; 2024Q4: 314 shares; 2025Q1: 347 shares; 2025Q2: 748 shares; 2025Q3: 804 shares; 2025Q4: 881 shares; 2026Q1: 975 shares 975 $272K 0.03% +94 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: restricted; 2024Q4: 824 shares; 2025Q1: 2,006 shares; 2025Q2: 1,872 shares; 2025Q3: 1,833 shares; 2025Q4: 1,948 shares; 2026Q1: 2,477 shares 2,477 $272K 0.03% +529 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,961 shares; 2025Q1: 7,961 shares; 2025Q2: 7,961 shares; 2025Q3: 7,961 shares; 2025Q4: 8,207 shares; 2026Q1: 8,207 shares 8,207 $272K 0.03% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 2,570 shares; 2025Q2: 2,803 shares; 2025Q3: 2,875 shares; 2025Q4: 2,854 shares; 2026Q1: 1,804 shares 1,804 $271K 0.03% -1,050 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 5,297 shares; 2025Q2: 4,579 shares; 2025Q3: 5,560 shares; 2025Q4: 6,934 shares; 2026Q1: 8,866 shares 8,866 $267K 0.03% +1,932 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 778 shares; 2025Q2: 807 shares; 2025Q3: 816 shares; 2025Q4: 1,005 shares; 2026Q1: 1,287 shares 1,287 $267K 0.03% +282 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 1,962 shares; 2025Q2: 32 shares; 2025Q3: 130 shares; 2025Q4: 362 shares; 2026Q1: 2,951 shares 2,951 $267K 0.03% +2,589 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 431 shares; 2026Q1: 1,860 shares 1,860 $267K 0.03% +1,429 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: restricted; 2024Q4: 227 shares; 2025Q1: 413 shares; 2025Q2: 467 shares; 2025Q3: 491 shares; 2025Q4: 512 shares; 2026Q1: 902 shares 902 $266K 0.03% +390 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: restricted; 2024Q4: 209 shares; 2025Q1: 275 shares; 2025Q2: 334 shares; 2025Q3: 2,109 shares; 2025Q4: 1,494 shares; 2026Q1: 1,478 shares 1,478 $266K 0.03% -16 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 203 shares; 2025Q2: 1,549 shares; 2025Q3: 1,566 shares; 2025Q4: 1,611 shares; 2026Q1: 2,178 shares 2,178 $264K 0.03% +567 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: restricted; 2024Q4: 51 shares; 2025Q1: 748 shares; 2025Q2: 884 shares; 2025Q3: 801 shares; 2025Q4: 718 shares; 2026Q1: 786 shares 786 $262K 0.03% +68 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: 2,454 shares; 2025Q2: 2,497 shares; 2025Q3: 1,474 shares; 2025Q4: 831 shares; 2026Q1: 1,536 shares 1,536 $261K 0.03% +705 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 319 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $260K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 5,072 shares; 2025Q2: 4,961 shares; 2025Q3: 2,860 shares; 2025Q4: 3,375 shares; 2026Q1: 4,151 shares 4,151 $260K 0.03% +776 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 698 shares; 2025Q1: not reported; 2025Q2: 190 shares; 2025Q3: 524 shares; 2025Q4: 762 shares; 2026Q1: 11,428 shares 11,428 $259K 0.03% +10,666 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,205 shares; 2025Q1: 59 shares; 2025Q2: 536 shares; 2025Q3: 6,093 shares; 2025Q4: 10,808 shares; 2026Q1: 10,186 shares 10,186 $259K 0.03% -622 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: restricted; 2024Q4: 912 shares; 2025Q1: 776 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 731 shares; 2026Q1: 820 shares 820 $258K 0.03% +89 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,052 shares; 2025Q1: 11,461 shares; 2025Q2: 12,240 shares; 2025Q3: 12,030 shares; 2025Q4: 3,171 shares; 2026Q1: 12,003 shares 12,003 $257K 0.03% +8,832 Timeline IQLT 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: restricted; 2024Q4: 14,122 shares; 2025Q1: 14,122 shares; 2025Q2: 14,122 shares; 2025Q3: 14,122 shares; 2025Q4: 14,122 shares; 2026Q1: 5,490 shares 5,490 $254K 0.03% -8,632 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares 2,194 $253K 0.02% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 1,759 shares; 2025Q2: 1,907 shares; 2025Q3: 1,886 shares; 2025Q4: 1,564 shares; 2026Q1: 2,634 shares 2,634 $252K 0.02% +1,070 Timeline