MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 184,849 shares 184,849 $69M 6.18% -1,959 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; 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; 2026Q2: 587,841 shares 587,841 $52.4M 4.7% +2,709 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 883,841 shares 883,841 $43.6M 3.9% +43,198 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; 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; 2026Q2: 954,017 shares 954,017 $42.3M 3.79% +32,564 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; 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; 2026Q2: 371,481 shares 371,481 $35.8M 3.21% -9,472 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 497,916 shares 497,916 $24.5M 2.19% +11,463 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; 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; 2026Q2: 611,556 shares 611,556 $22.8M 2.04% +47,135 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; 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; 2026Q2: 281,661 shares 281,661 $21.3M 1.91% +14,394 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; 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; 2026Q2: 501,593 shares 501,593 $20.4M 1.83% +194,964 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,172 shares 53,172 $20.1M 1.8% -1,793 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 65,980 shares 65,980 $19.1M 1.71% -4,682 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 92,349 shares 92,349 $18.5M 1.66% -3,556 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; 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; 2026Q2: 345,409 shares 345,409 $13.8M 1.24% +25,242 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; 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; 2026Q2: 169,770 shares 169,770 $12.8M 1.15% -7,346 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; 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; 2026Q2: 31,556 shares 31,556 $11.7M 1.05% -5,252 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; 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; 2026Q2: 170,886 shares 170,886 $11.4M 1.02% +129,742 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 116,100 shares 116,100 $11.2M 1.01% 0 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; 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; 2026Q2: 203,515 shares 203,515 $11.2M 1% -1,379 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 98,453 shares 98,453 $10.9M 0.97% +99 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; 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; 2026Q2: 160,997 shares 160,997 $10.8M 0.97% +3,537 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,588 shares; 2026Q2: 120,588 shares 120,588 $9.99M 0.9% 0 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; 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; 2026Q2: 39,238 shares 39,238 $9.35M 0.84% +1,685 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; 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; 2026Q2: 71,093 shares 71,093 $9.11M 0.82% +263 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,300 shares 24,300 $8.68M 0.78% -1,759 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; 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; 2026Q2: 56,655 shares 56,655 $7.75M 0.69% +46 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; 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; 2026Q2: 110,129 shares 110,129 $7.71M 0.69% +61,125 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; 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; 2026Q2: 94,750 shares 94,750 $7.53M 0.67% -2,542 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 96,868 shares 96,868 $7.47M 0.67% +92,000 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; 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; 2026Q2: 20,255 shares 20,255 $7.46M 0.67% -517 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; 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; 2026Q2: 14,397 shares 14,397 $7.2M 0.65% -3 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,088 shares 18,088 $6.39M 0.57% -946 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; 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; 2026Q2: 138,902 shares 138,902 $5.93M 0.53% +60,401 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,701 shares 4,701 $5.43M 0.49% -373 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,483 shares 14,483 $5.41M 0.49% -2,150 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; 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; 2026Q2: 51,778 shares 51,778 $5.34M 0.48% -278 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; 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; 2026Q2: 67,672 shares 67,672 $5.11M 0.46% -1,055 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; 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; 2026Q2: 9,060 shares 9,060 $5.1M 0.46% -129 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 77,632 shares 77,632 $5.02M 0.45% -1,595 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 199 shares; 2026Q1: 11,398 shares; 2026Q2: 11,398 shares 11,398 $4.49M 0.4% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,460 shares 10,460 $4.4M 0.39% -1,504 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; 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; 2026Q2: 78,833 shares 78,833 $4.35M 0.39% +7,235 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; 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; 2026Q2: 117,944 shares 117,944 $4.35M 0.39% +832 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; 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; 2026Q2: 3,562 shares 3,562 $4.27M 0.38% +16 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; 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; 2026Q2: 73,361 shares 73,361 $4.23M 0.38% -5,343 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; 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; 2026Q2: 99,922 shares 99,922 $4.12M 0.37% -489 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 39,658 shares 39,658 $4.06M 0.36% -65 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; 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; 2026Q2: 6,440 shares 6,440 $3.74M 0.34% -437 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; 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; 2026Q2: 72,253 shares 72,253 $3.73M 0.33% +2,252 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; 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; 2026Q2: 1,818 shares 1,818 $3.62M 0.32% -179 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 158,262 shares; 2026Q2: 158,262 shares 158,262 $3.54M 0.32% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,834 shares 13,834 $3.51M 0.31% -664 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; 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; 2026Q2: 10,685 shares 10,685 $3.5M 0.31% -1,540 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; 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; 2026Q2: 73,964 shares 73,964 $3.39M 0.3% -13,185 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; 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; 2026Q2: 26,143 shares 26,143 $3.26M 0.29% +7 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; 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; 2026Q2: 134,827 shares 134,827 $3.25M 0.29% +22,772 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; 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; 2026Q2: 78,620 shares 78,620 $3.16M 0.28% +358 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; 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; 2026Q2: 6,981 shares 6,981 $3.03M 0.27% -1,711 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; 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; 2026Q2: 2,522 shares 2,522 $2.96M 0.27% -560 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; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: 399 shares; 2025Q2: 654 shares; 2025Q3: 3,444 shares; 2025Q4: 3,052 shares; 2026Q1: 2,220 shares; 2026Q2: 4,252 shares 4,252 $2.92M 0.26% +2,032 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,096 shares 20,096 $2.81M 0.25% +2,882 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,081 shares 24,081 $2.73M 0.24% -738 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; 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; 2026Q2: 23,219 shares 23,219 $2.73M 0.24% -3,042 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,499 shares 3,499 $2.62M 0.23% -12 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; 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; 2026Q2: 10,915 shares 10,915 $2.58M 0.23% +515 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 308 shares; 2025Q1: 812 shares; 2025Q2: 887 shares; 2025Q3: 892 shares; 2025Q4: 924 shares; 2026Q1: 1,034 shares; 2026Q2: 8,371 shares 8,371 $2.53M 0.23% +7,337 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,293 shares 2,293 $2.44M 0.22% -34 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; 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; 2026Q2: 20,316 shares 20,316 $2.35M 0.21% 0 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; 2024Q3: restricted; 2024Q4: 474 shares; 2025Q1: 930 shares; 2025Q2: 2,176 shares; 2025Q3: 2,383 shares; 2025Q4: 2,406 shares; 2026Q1: 3,436 shares; 2026Q2: 3,221 shares 3,221 $2.33M 0.21% -215 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; 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; 2026Q2: 10,710 shares 10,710 $2.28M 0.2% -145 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; 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; 2026Q2: 11,873 shares 11,873 $2.22M 0.2% +23 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; 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; 2026Q2: 71,613 shares 71,613 $2.17M 0.19% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,109 shares 6,109 $2.15M 0.19% -741 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,107 shares 6,107 $2.1M 0.19% -1,459 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; 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; 2026Q2: 5,777 shares 5,777 $1.99M 0.18% +1 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 14,038 shares; 2026Q2: 14,038 shares 14,038 $1.93M 0.17% 0 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; 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; 2026Q2: 33,507 shares 33,507 $1.91M 0.17% -859 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: 986 shares; 2025Q2: 602 shares; 2025Q3: 422 shares; 2025Q4: 416 shares; 2026Q1: 15,970 shares; 2026Q2: 15,701 shares 15,701 $1.89M 0.17% -269 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,464 shares 13,464 $1.88M 0.17% -264 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; 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; 2026Q2: 19,118 shares 19,118 $1.82M 0.16% +421 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; 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; 2026Q2: 26,004 shares 26,004 $1.82M 0.16% -677 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,603 shares 10,603 $1.76M 0.16% -142 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,899 shares 6,899 $1.74M 0.16% -1,170 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,771 shares 10,771 $1.69M 0.15% +501 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; 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; 2026Q2: 8,138 shares 8,138 $1.68M 0.15% +275 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 21,392 shares 21,392 $1.61M 0.14% 0 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; 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; 2026Q2: 12,085 shares 12,085 $1.55M 0.14% -100 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; 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; 2026Q2: 5,593 shares 5,593 $1.5M 0.13% +245 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; 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; 2026Q2: 31,265 shares 31,265 $1.5M 0.13% +1,159 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; 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; 2026Q2: 3,565 shares 3,565 $1.48M 0.13% +633 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; 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; 2026Q2: 15,319 shares 15,319 $1.47M 0.13% +1,224 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; 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; 2026Q2: 1,456 shares 1,456 $1.47M 0.13% +98 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; 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; 2026Q2: 1,571 shares 1,571 $1.47M 0.13% -60 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,686 shares 10,686 $1.46M 0.13% 0 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; 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; 2026Q2: 9,931 shares 9,931 $1.46M 0.13% +251 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,987 shares 1,987 $1.42M 0.13% +43 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,454 shares 7,454 $1.41M 0.13% -405 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; 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; 2026Q2: 16,718 shares 16,718 $1.39M 0.12% +255 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; 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; 2026Q2: 68,945 shares 68,945 $1.37M 0.12% -492 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,263 shares 7,263 $1.36M 0.12% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,338 shares 9,338 $1.35M 0.12% +1,126 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,629 shares 2,629 $1.35M 0.12% -1,076 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; 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; 2026Q2: 16,522 shares 16,522 $1.34M 0.12% +950 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; 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; 2026Q2: 8,546 shares 8,546 $1.34M 0.12% +3 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; 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; 2026Q2: 10,887 shares 10,887 $1.32M 0.12% +508 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; 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; 2026Q2: 95,581 shares 95,581 $1.32M 0.12% +1,371 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,154 shares 6,154 $1.29M 0.12% -529 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; 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; 2026Q2: 19,047 shares 19,047 $1.25M 0.11% +6,713 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; 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; 2026Q2: 8,489 shares 8,489 $1.24M 0.11% -70 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; 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; 2026Q2: 13,410 shares 13,410 $1.23M 0.11% +1,849 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; 2024Q3: restricted; 2024Q4: 314 shares; 2025Q1: 547 shares; 2025Q2: 1,267 shares; 2025Q3: 2,245 shares; 2025Q4: 2,154 shares; 2026Q1: 2,973 shares; 2026Q2: 2,813 shares 2,813 $1.21M 0.11% -160 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; 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; 2026Q2: 17,871 shares 17,871 $1.2M 0.11% -8,883 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; 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; 2026Q2: 47,872 shares 47,872 $1.2M 0.11% +964 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 192 shares; 2025Q4: 213 shares; 2026Q1: 514 shares; 2026Q2: 527 shares 527 $1.2M 0.11% +13 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; 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; 2026Q2: 23,532 shares 23,532 $1.17M 0.1% +1,400 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; 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; 2026Q2: 7,571 shares 7,571 $1.15M 0.1% +1,310 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; 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; 2026Q2: 29,559 shares 29,559 $1.13M 0.1% -14,912 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; 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; 2026Q2: 9,687 shares 9,687 $1.13M 0.1% -517 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,411 shares 4,411 $1.13M 0.1% +980 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; 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; 2026Q2: 6,563 shares 6,563 $1.11M 0.1% -1,144 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; 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; 2026Q2: 1,682 shares 1,682 $1.07M 0.1% -478 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; 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; 2026Q2: 4,759 shares 4,759 $1.05M 0.09% -1,324 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; 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; 2026Q2: 6,966 shares 6,966 $1.05M 0.09% +6 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; 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; 2026Q2: 3,812 shares 3,812 $1.04M 0.09% +613 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; 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; 2026Q2: 43,849 shares 43,849 $1.03M 0.09% +741 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; 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; 2026Q2: 2,897 shares 2,897 $1.03M 0.09% -247 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 4,477 shares; 2026Q2: 4,477 shares 4,477 $1.02M 0.09% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,448 shares 6,448 $1.01M 0.09% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,760 shares; 2026Q2: 12,887 shares 12,887 $1M 0.09% +127 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; 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; 2026Q2: 9,645 shares 9,645 $998K 0.09% -1,314 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,194 shares 11,194 $982K 0.09% +212 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; 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; 2026Q2: 2,802 shares 2,802 $981K 0.09% +245 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; 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; 2026Q2: 17,755 shares 17,755 $959K 0.09% +68 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; 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; 2026Q2: 13,244 shares 13,244 $950K 0.09% +1,001 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; 2024Q3: restricted; 2024Q4: 649 shares; 2025Q1: 643 shares; 2025Q2: 644 shares; 2025Q3: 1,379 shares; 2025Q4: 1,066 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $946K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: 395 shares; 2025Q2: 482 shares; 2025Q3: 545 shares; 2025Q4: 556 shares; 2026Q1: 676 shares; 2026Q2: 678 shares 678 $937K 0.08% +2 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; 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; 2026Q2: 1,961 shares 1,961 $937K 0.08% +66 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,388 shares 6,388 $936K 0.08% +52 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; 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; 2026Q2: 29,811 shares 29,811 $935K 0.08% +468 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; 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; 2026Q2: 6,531 shares 6,531 $935K 0.08% +1,116 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; 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; 2026Q2: 6,117 shares 6,117 $909K 0.08% -751 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; 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; 2026Q2: 5,005 shares 5,005 $905K 0.08% -1,322 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; 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; 2026Q2: 3,109 shares 3,109 $900K 0.08% +185 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; 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; 2026Q2: 10,341 shares 10,341 $898K 0.08% -109 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; 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; 2026Q2: 9,408 shares 9,408 $893K 0.08% +134 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; 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; 2026Q2: 14,404 shares 14,404 $890K 0.08% +137 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; 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; 2026Q2: 32,091 shares 32,091 $889K 0.08% -960 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,414 shares 12,414 $886K 0.08% -1,963 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,541 shares 6,541 $886K 0.08% -832 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,336 shares 11,336 $879K 0.08% +283 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 1,099 shares; 2026Q1: 1,042 shares; 2026Q2: 1,098 shares 1,098 $873K 0.08% +56 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,049 shares 6,049 $866K 0.08% -547 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,883 shares 4,883 $861K 0.08% -947 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,156 shares 4,156 $858K 0.08% -44 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; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 559 shares; 2025Q2: 586 shares; 2025Q3: 748 shares; 2025Q4: 848 shares; 2026Q1: 1,075 shares; 2026Q2: 1,129 shares 1,129 $856K 0.08% +54 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; 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; 2026Q2: 2,126 shares 2,126 $844K 0.08% 0 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; 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; 2026Q2: 1,973 shares 1,973 $841K 0.08% -287 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,717 shares 1,717 $831K 0.07% -54 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; 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; 2026Q2: 17,369 shares 17,369 $828K 0.07% +631 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; 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; 2026Q2: 8,339 shares 8,339 $826K 0.07% +404 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,160 shares 14,160 $821K 0.07% -120 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; 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; 2026Q2: 9,833 shares 9,833 $810K 0.07% +361 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; 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; 2026Q2: 3,522 shares 3,522 $806K 0.07% -786 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 644 shares; 2025Q1: 1,592 shares; 2025Q2: 1,413 shares; 2025Q3: 1,383 shares; 2025Q4: 934 shares; 2026Q1: 1,621 shares; 2026Q2: 1,551 shares 1,551 $805K 0.07% -70 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; 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; 2026Q2: 10,983 shares 10,983 $801K 0.07% -3,325 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,332 shares 4,332 $801K 0.07% -19 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; 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; 2026Q2: 5,868 shares 5,868 $798K 0.07% +305 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; 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; 2026Q2: 10,921 shares 10,921 $798K 0.07% +348 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; 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; 2026Q2: 16,078 shares 16,078 $797K 0.07% +2,567 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; 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; 2026Q2: 2,657 shares 2,657 $792K 0.07% +426 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; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 95 shares; 2025Q2: 3,069 shares; 2025Q3: 4,422 shares; 2025Q4: 958 shares; 2026Q1: 7,801 shares; 2026Q2: 7,299 shares 7,299 $790K 0.07% -502 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,650 shares 9,650 $785K 0.07% +2,705 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; 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; 2026Q2: 1,359 shares 1,359 $785K 0.07% -530 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,598 shares 7,598 $776K 0.07% -908 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,925 shares 6,925 $774K 0.07% +898 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,175 shares 20,175 $767K 0.07% -961 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; 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; 2026Q2: 1,899 shares 1,899 $762K 0.07% -511 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; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 236 shares; 2025Q4: 1,299 shares; 2026Q1: 2,717 shares; 2026Q2: 2,547 shares 2,547 $761K 0.07% -170 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; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 1,322 shares; 2025Q2: 620 shares; 2025Q3: 582 shares; 2025Q4: 1,196 shares; 2026Q1: 1,699 shares; 2026Q2: 1,890 shares 1,890 $761K 0.07% +191 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; 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; 2026Q2: 9,150 shares 9,150 $758K 0.07% +347 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; 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; 2026Q2: 22,407 shares 22,407 $756K 0.07% +612 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; 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; 2026Q2: 2,939 shares 2,939 $752K 0.07% -421 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; 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; 2026Q2: 4,241 shares 4,241 $749K 0.07% +78 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; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 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; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 1,610 shares; 2025Q2: 1,867 shares; 2025Q3: 587 shares; 2025Q4: 1,496 shares; 2026Q1: 2,440 shares; 2026Q2: 2,525 shares 2,525 $736K 0.07% +85 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 301 shares; 2025Q2: 1,152 shares; 2025Q3: 1,162 shares; 2025Q4: 1,522 shares; 2026Q1: 1,885 shares; 2026Q2: 1,649 shares 1,649 $733K 0.07% -236 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; 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; 2026Q2: 17,194 shares 17,194 $728K 0.07% -1,649 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; 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; 2026Q2: 4,262 shares 4,262 $723K 0.06% +626 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; 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; 2026Q2: 2,563 shares 2,563 $721K 0.06% -187 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; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: 313 shares; 2025Q2: 4,185 shares; 2025Q3: 3,991 shares; 2025Q4: 4,593 shares; 2026Q1: 7,641 shares; 2026Q2: 7,825 shares 7,825 $721K 0.06% +184 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,980 shares 1,980 $717K 0.06% -672 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,542 shares 26,542 $713K 0.06% +7,207 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; 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; 2026Q2: 6,308 shares 6,308 $711K 0.06% -335 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,555 shares 13,555 $711K 0.06% +142 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; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 326 shares; 2025Q2: 338 shares; 2025Q3: 163 shares; 2025Q4: 236 shares; 2026Q1: 373 shares; 2026Q2: 518 shares 518 $705K 0.06% +145 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; 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; 2026Q2: 3,508 shares 3,508 $704K 0.06% -139 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; 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; 2026Q2: 8,121 shares 8,121 $701K 0.06% +720 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 811 shares; 2025Q1: 1,379 shares; 2025Q2: 2,374 shares; 2025Q3: 2,502 shares; 2025Q4: 802 shares; 2026Q1: 3,623 shares; 2026Q2: 3,214 shares 3,214 $696K 0.06% -409 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; 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; 2026Q2: 14,566 shares 14,566 $695K 0.06% +667 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; 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; 2026Q2: 3,377 shares 3,377 $692K 0.06% +235 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; 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; 2026Q2: 5,454 shares 5,454 $689K 0.06% -459 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; 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; 2026Q2: 42,686 shares 42,686 $684K 0.06% +4,169 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; 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; 2026Q2: 8,996 shares 8,996 $674K 0.06% -219 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; 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; 2026Q2: 5,839 shares 5,839 $671K 0.06% -148 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; 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; 2026Q2: 3,719 shares 3,719 $669K 0.06% -440 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; 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; 2026Q2: 6,037 shares 6,037 $668K 0.06% +1,050 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,624 shares; 2025Q4: 65,283 shares; 2026Q1: 72,892 shares; 2026Q2: 69,361 shares 69,361 $664K 0.06% -3,531 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; 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; 2026Q2: 3,939 shares 3,939 $663K 0.06% -1,367 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; 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; 2026Q2: 4,957 shares 4,957 $658K 0.06% +1,814 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,542 shares 9,542 $654K 0.06% +610 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; 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; 2026Q2: 6,737 shares 6,737 $648K 0.06% +374 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; 2024Q3: restricted; 2024Q4: 460 shares; 2025Q1: 468 shares; 2025Q2: 653 shares; 2025Q3: 618 shares; 2025Q4: 625 shares; 2026Q1: 645 shares; 2026Q2: 880 shares 880 $648K 0.06% +235 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 2,813 shares; 2025Q2: 2,665 shares; 2025Q3: 1,649 shares; 2025Q4: 3,648 shares; 2026Q1: 2,684 shares; 2026Q2: 4,201 shares 4,201 $645K 0.06% +1,517 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 648 shares; 2025Q1: 1,355 shares; 2025Q2: 1,448 shares; 2025Q3: 3,291 shares; 2025Q4: 3,034 shares; 2026Q1: 1,573 shares; 2026Q2: 1,883 shares 1,883 $642K 0.06% +310 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,158 shares 4,158 $641K 0.06% -264 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: not reported; 2025Q2: 1,253 shares; 2025Q3: 1,364 shares; 2025Q4: 2,337 shares; 2026Q1: 3,816 shares; 2026Q2: 3,622 shares 3,622 $637K 0.06% -194 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,534 shares 13,534 $634K 0.06% -284 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,904 shares 5,904 $632K 0.06% +629 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,560 shares 4,560 $630K 0.06% +739 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,957 shares 10,957 $627K 0.06% +348 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: 1,447 shares; 2025Q2: 1,351 shares; 2025Q3: 1,274 shares; 2025Q4: 639 shares; 2026Q1: 1,439 shares; 2026Q2: 1,501 shares 1,501 $624K 0.06% +62 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; 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; 2026Q2: 2,148 shares 2,148 $624K 0.06% -466 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 967 shares; 2025Q2: 142 shares; 2025Q3: 434 shares; 2025Q4: 376 shares; 2026Q1: 507 shares; 2026Q2: 643 shares 643 $620K 0.06% +136 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: 326 shares; 2025Q2: 1,002 shares; 2025Q3: 1,552 shares; 2025Q4: 1,807 shares; 2026Q1: 2,629 shares; 2026Q2: 2,382 shares 2,382 $620K 0.06% -247 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; 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; 2026Q2: 5,522 shares 5,522 $617K 0.06% -2,991 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; 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; 2026Q2: 8,555 shares 8,555 $616K 0.06% +519 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,285 shares; 2026Q1: 12,402 shares; 2026Q2: 10,194 shares 10,194 $613K 0.05% -2,208 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; 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; 2026Q2: 8,651 shares 8,651 $606K 0.05% +1,477 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; 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; 2026Q2: 12,958 shares 12,958 $603K 0.05% +923 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; 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; 2026Q2: 7,605 shares 7,605 $602K 0.05% +901 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 743 shares; 2025Q2: 837 shares; 2025Q3: 704 shares; 2025Q4: 815 shares; 2026Q1: 1,278 shares; 2026Q2: 1,763 shares 1,763 $601K 0.05% +485 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,423 shares 1,423 $592K 0.05% +70 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; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 673 shares; 2025Q2: 607 shares; 2025Q3: 630 shares; 2025Q4: 632 shares; 2026Q1: 1,002 shares; 2026Q2: 774 shares 774 $591K 0.05% -228 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; 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; 2026Q2: 67,258 shares 67,258 $591K 0.05% +4,376 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; 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; 2026Q2: 2,532 shares 2,532 $590K 0.05% +10 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; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: 679 shares; 2025Q2: 736 shares; 2025Q3: 4,522 shares; 2025Q4: 5,618 shares; 2026Q1: 15,174 shares; 2026Q2: 15,463 shares 15,463 $588K 0.05% +289 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 2,264 shares; 2025Q4: 8,826 shares; 2026Q1: 8,097 shares; 2026Q2: 8,121 shares 8,121 $588K 0.05% +24 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; 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; 2026Q2: 24,748 shares 24,748 $585K 0.05% +9,606 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; 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; 2026Q2: 3,348 shares 3,348 $580K 0.05% +51 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; 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; 2026Q2: 7,009 shares 7,009 $579K 0.05% -2,391 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; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 269 shares; 2025Q3: 270 shares; 2025Q4: 497 shares; 2026Q1: 906 shares; 2026Q2: 1,166 shares 1,166 $577K 0.05% +260 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; 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; 2026Q2: 3,309 shares 3,309 $575K 0.05% -61 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; 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; 2026Q2: 2,418 shares 2,418 $574K 0.05% -1,050 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; 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; 2026Q2: 9,513 shares 9,513 $573K 0.05% +1,084 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,524 shares 7,524 $572K 0.05% -170 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 981 shares; 2026Q1: 2,584 shares; 2026Q2: 2,584 shares 2,584 $572K 0.05% 0 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; 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; 2026Q2: 14,446 shares 14,446 $568K 0.05% 0 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; 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; 2026Q2: 2,357 shares 2,357 $568K 0.05% +305 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; 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; 2026Q2: 4,139 shares 4,139 $568K 0.05% -1,407 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 1,036 shares; 2026Q2: 6,184 shares 6,184 $567K 0.05% +5,148 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; 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; 2026Q2: 6,312 shares 6,312 $558K 0.05% -2,753 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; 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; 2026Q2: 5,942 shares 5,942 $557K 0.05% -150 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 863 shares; 2025Q2: 970 shares; 2025Q3: 1,275 shares; 2025Q4: 1,207 shares; 2026Q1: 1,534 shares; 2026Q2: 1,438 shares 1,438 $554K 0.05% -96 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; 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; 2026Q2: 17,207 shares 17,207 $550K 0.05% +3,321 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; 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; 2026Q2: 8,739 shares 8,739 $550K 0.05% -217 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; 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; 2026Q2: 4,340 shares 4,340 $549K 0.05% +692 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,030 shares 2,030 $547K 0.05% +136 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 634 shares; 2025Q2: 842 shares; 2025Q3: 11,884 shares; 2025Q4: 1,930 shares; 2026Q1: 1,687 shares; 2026Q2: 17,202 shares 17,202 $545K 0.05% +15,515 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 430 shares; 2025Q2: 3,066 shares; 2025Q3: 3,421 shares; 2025Q4: 4,097 shares; 2026Q1: 3,981 shares; 2026Q2: 8,463 shares 8,463 $543K 0.05% +4,482 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; 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; 2026Q2: 7,007 shares 7,007 $536K 0.05% -1,675 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 322 shares; 2025Q1: 365 shares; 2025Q2: 682 shares; 2025Q3: 701 shares; 2025Q4: 737 shares; 2026Q1: 862 shares; 2026Q2: 1,039 shares 1,039 $535K 0.05% +177 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; 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; 2026Q2: 6,097 shares 6,097 $535K 0.05% -870 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; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 569 shares; 2025Q4: 386 shares; 2026Q1: 694 shares; 2026Q2: 1,014 shares 1,014 $534K 0.05% +320 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,438 shares 2,438 $533K 0.05% +753 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; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 545 shares; 2025Q2: 965 shares; 2025Q3: 1,147 shares; 2025Q4: 1,154 shares; 2026Q1: 1,173 shares; 2026Q2: 1,176 shares 1,176 $530K 0.05% +3 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; 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; 2026Q2: 2,180 shares 2,180 $530K 0.05% -6 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; 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; 2026Q2: 20,178 shares 20,178 $529K 0.05% -1,325 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 607 shares; 2025Q2: 1,316 shares; 2025Q3: 1,377 shares; 2025Q4: 1,312 shares; 2026Q1: 1,360 shares; 2026Q2: 1,575 shares 1,575 $529K 0.05% +215 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; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 47 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 1,437 shares; 2026Q1: 9,999 shares; 2026Q2: 9,999 shares 9,999 $529K 0.05% 0 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; 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; 2026Q2: 2,357 shares 2,357 $528K 0.05% -206 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; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 231 shares; 2025Q2: 177 shares; 2025Q3: 192 shares; 2025Q4: 206 shares; 2026Q1: 2,369 shares; 2026Q2: 2,478 shares 2,478 $527K 0.05% +109 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 2,071 shares; 2026Q2: 2,173 shares 2,173 $527K 0.05% +102 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,420 shares 18,420 $526K 0.05% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,601 shares; 2025Q1: 7,461 shares; 2025Q2: 5,404 shares; 2025Q3: 13,821 shares; 2025Q4: 15,471 shares; 2026Q1: 8,184 shares; 2026Q2: 14,037 shares 14,037 $526K 0.05% +5,853 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 846 shares; 2025Q2: 936 shares; 2025Q3: 1,145 shares; 2025Q4: 926 shares; 2026Q1: 1,723 shares; 2026Q2: 2,088 shares 2,088 $525K 0.05% +365 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; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 627 shares; 2025Q2: 674 shares; 2025Q3: 218 shares; 2025Q4: 696 shares; 2026Q1: 1,066 shares; 2026Q2: 1,055 shares 1,055 $524K 0.05% -11 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 411 shares; 2025Q1: 1,009 shares; 2025Q2: 1,060 shares; 2025Q3: 208 shares; 2025Q4: 891 shares; 2026Q1: 3,140 shares; 2026Q2: 4,181 shares 4,181 $523K 0.05% +1,041 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; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 1,971 shares; 2025Q2: 2,028 shares; 2025Q3: 721 shares; 2025Q4: 1,426 shares; 2026Q1: 2,486 shares; 2026Q2: 2,583 shares 2,583 $523K 0.05% +97 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; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 2,116 shares; 2025Q2: 1,794 shares; 2025Q3: 500 shares; 2025Q4: 1,547 shares; 2026Q1: 2,886 shares; 2026Q2: 3,352 shares 3,352 $523K 0.05% +466 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; 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; 2026Q2: 26,059 shares 26,059 $523K 0.05% -2,728 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; 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; 2026Q2: 6,885 shares 6,885 $522K 0.05% +2,418 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; 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; 2026Q2: 4,313 shares 4,313 $522K 0.05% +347 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; 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; 2026Q2: 2,338 shares 2,338 $521K 0.05% -819 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; 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; 2026Q2: 29,509 shares 29,509 $520K 0.05% -1,749 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; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 125 shares; 2025Q2: 349 shares; 2025Q3: 477 shares; 2025Q4: 396 shares; 2026Q1: 1,128 shares; 2026Q2: 1,340 shares 1,340 $518K 0.05% +212 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; 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; 2026Q2: 5,068 shares 5,068 $518K 0.05% -3,014 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; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 924 shares; 2025Q2: 830 shares; 2025Q3: 875 shares; 2025Q4: 858 shares; 2026Q1: 1,035 shares; 2026Q2: 1,043 shares 1,043 $512K 0.05% +8 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; 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; 2026Q2: 1,966 shares 1,966 $512K 0.05% +235 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 304 shares; 2025Q2: 1,505 shares; 2025Q3: 1,685 shares; 2025Q4: 1,638 shares; 2026Q1: 6,089 shares; 2026Q2: 6,703 shares 6,703 $509K 0.05% +614 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; 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; 2026Q2: 8,283 shares 8,283 $508K 0.05% +408 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; 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; 2026Q2: 3,465 shares 3,465 $505K 0.05% +341 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,277 shares 5,277 $505K 0.05% +583 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,343 shares; 2026Q2: 10,616 shares 10,616 $501K 0.04% +5,273 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; 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; 2026Q2: 4,660 shares 4,660 $501K 0.04% +1,034 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,379 shares 11,379 $500K 0.04% +969 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; 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; 2026Q2: 1,477 shares 1,477 $500K 0.04% -229 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; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 160 shares; 2025Q2: 282 shares; 2025Q3: 296 shares; 2025Q4: 364 shares; 2026Q1: 394 shares; 2026Q2: 440 shares 440 $498K 0.04% +46 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; 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; 2026Q2: 2,464 shares 2,464 $497K 0.04% +414 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,781 shares 1,781 $496K 0.04% -1,301 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,658 shares 3,658 $496K 0.04% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,492 shares 5,492 $493K 0.04% +420 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; 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; 2026Q2: 11,010 shares 11,010 $490K 0.04% +1,488 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; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 1,371 shares; 2025Q2: 936 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 1,183 shares; 2026Q2: 1,214 shares 1,214 $488K 0.04% +31 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; 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; 2026Q2: 6,322 shares 6,322 $487K 0.04% +1,297 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 983 shares; 2025Q2: 985 shares; 2025Q3: 988 shares; 2025Q4: 1,137 shares; 2026Q1: 1,139 shares; 2026Q2: 1,140 shares 1,140 $486K 0.04% +1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,553 shares; 2025Q1: 1,698 shares; 2025Q2: 1,854 shares; 2025Q3: 2,737 shares; 2025Q4: 2,700 shares; 2026Q1: 2,986 shares; 2026Q2: 5,366 shares 5,366 $485K 0.04% +2,380 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; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 748 shares; 2025Q2: 884 shares; 2025Q3: 801 shares; 2025Q4: 718 shares; 2026Q1: 786 shares; 2026Q2: 1,306 shares 1,306 $484K 0.04% +520 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,343 shares 6,343 $480K 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,969 shares 9,969 $478K 0.04% +1,589 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; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 597 shares; 2025Q2: 582 shares; 2025Q3: 597 shares; 2025Q4: 611 shares; 2026Q1: 641 shares; 2026Q2: 629 shares 629 $477K 0.04% -12 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 399 shares; 2025Q1: 2,057 shares; 2025Q2: 1,466 shares; 2025Q3: 1,591 shares; 2025Q4: 2,545 shares; 2026Q1: 2,154 shares; 2026Q2: 4,557 shares 4,557 $476K 0.04% +2,403 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; 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; 2026Q2: 6,829 shares 6,829 $473K 0.04% +497 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,984 shares 1,984 $471K 0.04% -126 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; 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; 2026Q2: 5,704 shares 5,704 $470K 0.04% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,228 shares 6,228 $469K 0.04% -194 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,772 shares 2,772 $469K 0.04% +277 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; 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; 2026Q2: 5,058 shares 5,058 $467K 0.04% -2,212 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; 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; 2026Q2: 24,075 shares 24,075 $465K 0.04% -852 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; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 2,016 shares; 2025Q2: 2,101 shares; 2025Q3: 772 shares; 2025Q4: 3,255 shares; 2026Q1: 3,617 shares; 2026Q2: 3,880 shares 3,880 $463K 0.04% +263 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 54,621 shares 54,621 $461K 0.04% -2,013 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; 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; 2026Q2: 1,692 shares 1,692 $458K 0.04% -694 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; 2024Q3: restricted; 2024Q4: 403 shares; 2025Q1: 588 shares; 2025Q2: 1,225 shares; 2025Q3: 1,248 shares; 2025Q4: 1,357 shares; 2026Q1: 1,658 shares; 2026Q2: 1,169 shares 1,169 $456K 0.04% -489 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; 2024Q3: restricted; 2024Q4: 1,205 shares; 2025Q1: 59 shares; 2025Q2: 536 shares; 2025Q3: 6,093 shares; 2025Q4: 10,808 shares; 2026Q1: 10,186 shares; 2026Q2: 14,816 shares 14,816 $455K 0.04% +4,630 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; 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; 2026Q2: 16,208 shares 16,208 $453K 0.04% +243 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,958 shares 3,958 $452K 0.04% +170 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; 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; 2026Q2: 14,977 shares 14,977 $452K 0.04% +2,974 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,671 shares 1,671 $452K 0.04% -2,353 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 309 shares; 2025Q4: 611 shares; 2026Q1: 814 shares; 2026Q2: 709 shares 709 $450K 0.04% -105 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,521 shares 11,521 $449K 0.04% +259 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; 2024Q3: restricted; 2024Q4: 584 shares; 2025Q1: 1,966 shares; 2025Q2: 1,930 shares; 2025Q3: 1,431 shares; 2025Q4: 867 shares; 2026Q1: 1,514 shares; 2026Q2: 1,616 shares 1,616 $445K 0.04% +102 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; 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; 2026Q2: 1,963 shares 1,963 $445K 0.04% -132 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 431 shares; 2026Q1: 1,860 shares; 2026Q2: 2,086 shares 2,086 $445K 0.04% +226 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,767 shares 4,767 $445K 0.04% -1,505 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,217 shares; 2025Q1: 2,362 shares; 2025Q2: 2,136 shares; 2025Q3: 2,164 shares; 2025Q4: 1,750 shares; 2026Q1: 4,733 shares; 2026Q2: 4,940 shares 4,940 $444K 0.04% +207 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; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 677 shares; 2025Q2: 846 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 1,794 shares; 2026Q2: 2,291 shares 2,291 $443K 0.04% +497 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 865 shares; 2025Q2: 1,902 shares; 2025Q3: 1,907 shares; 2025Q4: 2,541 shares; 2026Q1: 6,531 shares; 2026Q2: 9,141 shares 9,141 $439K 0.04% +2,610 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,275 shares 10,275 $438K 0.04% -2,721 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; 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; 2026Q2: 5,937 shares 5,937 $436K 0.04% -2,846 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 4,876 shares; 2025Q4: 12,137 shares; 2026Q1: 16,913 shares; 2026Q2: 16,461 shares 16,461 $434K 0.04% -452 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; 2024Q3: restricted; 2024Q4: 481 shares; 2025Q1: 970 shares; 2025Q2: 4,506 shares; 2025Q3: 5,369 shares; 2025Q4: 5,081 shares; 2026Q1: 5,039 shares; 2026Q2: 5,047 shares 5,047 $433K 0.04% +8 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,373 shares; 2026Q2: 8,746 shares 8,746 $431K 0.04% +4,373 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; 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; 2026Q2: 9,013 shares 9,013 $430K 0.04% +436 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; 2024Q3: restricted; 2024Q4: 498 shares; 2025Q1: 1,009 shares; 2025Q2: 757 shares; 2025Q3: 1,108 shares; 2025Q4: 1,001 shares; 2026Q1: 1,298 shares; 2026Q2: 858 shares 858 $430K 0.04% -440 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 40 shares; 2025Q2: 141 shares; 2025Q3: 194 shares; 2025Q4: 895 shares; 2026Q1: 2,655 shares; 2026Q2: 3,776 shares 3,776 $429K 0.04% +1,121 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; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 1,283 shares; 2025Q2: 1,274 shares; 2025Q3: 522 shares; 2025Q4: 1,879 shares; 2026Q1: 2,391 shares; 2026Q2: 3,078 shares 3,078 $428K 0.04% +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; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 762 shares; 2025Q2: 644 shares; 2025Q3: 651 shares; 2025Q4: 684 shares; 2026Q1: 834 shares; 2026Q2: 444 shares 444 $427K 0.04% -390 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,912 shares 15,912 $427K 0.04% -2,980 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,102 shares 4,102 $426K 0.04% -256 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; 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; 2026Q2: 4,753 shares 4,753 $421K 0.04% +49 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; 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; 2026Q2: 20,299 shares 20,299 $420K 0.04% -9,149 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 837 shares; 2025Q2: 981 shares; 2025Q3: 1,829 shares; 2025Q4: 2,284 shares; 2026Q1: 3,489 shares; 2026Q2: 2,859 shares 2,859 $418K 0.04% -630 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,670 shares 2,670 $418K 0.04% -845 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; 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; 2026Q2: 15,422 shares 15,422 $418K 0.04% +3,918 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; 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; 2026Q2: 1,630 shares 1,630 $417K 0.04% +33 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,526 shares 3,526 $413K 0.04% +1,049 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,663 shares; 2025Q2: 210 shares; 2025Q3: 298 shares; 2025Q4: 3,212 shares; 2026Q1: 3,077 shares; 2026Q2: 3,449 shares 3,449 $413K 0.04% +372 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; 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; 2026Q2: 14,248 shares 14,248 $413K 0.04% +37 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 282 shares; 2025Q2: 1,231 shares; 2025Q3: 789 shares; 2025Q4: 957 shares; 2026Q1: 1,286 shares; 2026Q2: 1,578 shares 1,578 $412K 0.04% +292 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; 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; 2026Q2: 15,108 shares 15,108 $411K 0.04% +2,483 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; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 721 shares; 2025Q2: 765 shares; 2025Q3: 739 shares; 2025Q4: 692 shares; 2026Q1: 1,218 shares; 2026Q2: 1,383 shares 1,383 $405K 0.04% +165 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; 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; 2026Q2: 9,952 shares 9,952 $403K 0.04% +873 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 778 shares; 2025Q2: 807 shares; 2025Q3: 816 shares; 2025Q4: 1,005 shares; 2026Q1: 1,287 shares; 2026Q2: 1,693 shares 1,693 $403K 0.04% +406 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; 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; 2026Q2: 30,341 shares 30,341 $401K 0.04% +1,511 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 337 shares; 2025Q1: 592 shares; 2025Q2: 598 shares; 2025Q3: 577 shares; 2025Q4: 580 shares; 2026Q1: 686 shares; 2026Q2: 531 shares 531 $401K 0.04% -155 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; 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; 2026Q2: 13,338 shares 13,338 $400K 0.04% -796 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 1,113 shares; 2025Q2: 1,467 shares; 2025Q3: 865 shares; 2025Q4: 1,179 shares; 2026Q1: 2,158 shares; 2026Q2: 5,348 shares 5,348 $399K 0.04% +3,190 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,544 shares 12,544 $397K 0.04% +931 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 406 shares; 2025Q1: 788 shares; 2025Q2: 517 shares; 2025Q3: 520 shares; 2025Q4: 586 shares; 2026Q1: 895 shares; 2026Q2: 1,268 shares 1,268 $397K 0.04% +373 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 1,939 shares; 2025Q2: 550 shares; 2025Q3: 564 shares; 2025Q4: 783 shares; 2026Q1: 1,062 shares; 2026Q2: 1,148 shares 1,148 $397K 0.04% +86 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,560 shares 6,560 $396K 0.04% +371 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; 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; 2026Q2: 7,624 shares 7,624 $396K 0.04% -53 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 855 shares; 2025Q2: 2,144 shares; 2025Q3: 2,952 shares; 2025Q4: 3,491 shares; 2026Q1: 4,919 shares; 2026Q2: 5,469 shares 5,469 $395K 0.04% +550 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,290 shares 7,290 $395K 0.04% -458 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 590 shares; 2026Q1: 704 shares; 2026Q2: 723 shares 723 $393K 0.04% +19 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 445 shares; 2025Q1: 1,131 shares; 2025Q2: 4,274 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares; 2026Q1: 4,231 shares; 2026Q2: 2,618 shares 2,618 $392K 0.04% -1,613 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,914 shares; 2025Q4: 7,778 shares; 2026Q1: 6,433 shares; 2026Q2: 7,396 shares 7,396 $392K 0.04% +963 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; 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; 2026Q2: 5,418 shares 5,418 $391K 0.04% -2,156 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,385 shares 8,385 $391K 0.04% +284 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 319 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 419 shares 419 $389K 0.03% +63 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,580 shares 4,580 $388K 0.03% +417 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; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: 759 shares; 2025Q2: 1,071 shares; 2025Q3: 1,086 shares; 2025Q4: 1,092 shares; 2026Q1: 1,122 shares; 2026Q2: 1,156 shares 1,156 $387K 0.03% +34 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; 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; 2026Q2: 1,124 shares 1,124 $387K 0.03% -563 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; 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; 2026Q2: 5,156 shares 5,156 $383K 0.03% -909 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; 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; 2026Q2: 34,342 shares 34,342 $383K 0.03% -4,207 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,421 shares 4,421 $382K 0.03% +309 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; 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; 2026Q2: 4,643 shares 4,643 $380K 0.03% +10 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 3,128 shares; 2025Q2: 4,258 shares; 2025Q3: 4,435 shares; 2025Q4: 4,944 shares; 2026Q1: 8,302 shares; 2026Q2: 12,972 shares 12,972 $380K 0.03% +4,670 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 252 shares; 2025Q1: 427 shares; 2025Q2: 434 shares; 2025Q3: 540 shares; 2025Q4: 599 shares; 2026Q1: 732 shares; 2026Q2: 1,151 shares 1,151 $380K 0.03% +419 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 67 shares; 2025Q2: 189 shares; 2025Q3: 204 shares; 2025Q4: 318 shares; 2026Q1: 481 shares; 2026Q2: 892 shares 892 $379K 0.03% +411 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,405 shares; 2025Q1: 4,074 shares; 2025Q2: 4,232 shares; 2025Q3: 4,236 shares; 2025Q4: 4,211 shares; 2026Q1: 3,453 shares; 2026Q2: 4,652 shares 4,652 $379K 0.03% +1,199 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; 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; 2026Q2: 7,278 shares 7,278 $379K 0.03% -90 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,047 shares 4,047 $378K 0.03% +140 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; 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; 2026Q2: 4,807 shares 4,807 $377K 0.03% +656 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,280 shares 14,280 $377K 0.03% +965 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,577 shares 15,577 $375K 0.03% -2,164 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 721 shares; 2025Q2: 730 shares; 2025Q3: 562 shares; 2025Q4: 795 shares; 2026Q1: 594 shares; 2026Q2: 1,255 shares 1,255 $374K 0.03% +661 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,108 shares; 2025Q1: 7,862 shares; 2025Q2: 5,969 shares; 2025Q3: 7,263 shares; 2025Q4: 7,206 shares; 2026Q1: 7,148 shares; 2026Q2: 8,245 shares 8,245 $372K 0.03% +1,097 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; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 275 shares; 2025Q2: 334 shares; 2025Q3: 2,109 shares; 2025Q4: 1,494 shares; 2026Q1: 1,478 shares; 2026Q2: 2,066 shares 2,066 $371K 0.03% +588 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,297 shares; 2025Q1: 1,771 shares; 2025Q2: 7,363 shares; 2025Q3: 7,385 shares; 2025Q4: 7,552 shares; 2026Q1: 8,414 shares; 2026Q2: 6,893 shares 6,893 $371K 0.03% -1,521 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 39 shares; 2025Q2: 90 shares; 2025Q3: 270 shares; 2025Q4: 280 shares; 2026Q1: 577 shares; 2026Q2: 1,032 shares 1,032 $370K 0.03% +455 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 895 shares; 2025Q3: 901 shares; 2025Q4: 911 shares; 2026Q1: 1,036 shares; 2026Q2: 1,012 shares 1,012 $369K 0.03% -24 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; 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; 2026Q2: 2,525 shares 2,525 $369K 0.03% -649 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 328 shares; 2025Q1: 356 shares; 2025Q2: 354 shares; 2025Q3: 362 shares; 2025Q4: 365 shares; 2026Q1: 523 shares; 2026Q2: 750 shares 750 $368K 0.03% +227 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 821 shares; 2025Q2: 1,246 shares; 2025Q3: 1,311 shares; 2025Q4: 1,322 shares; 2026Q1: 2,110 shares; 2026Q2: 2,240 shares 2,240 $368K 0.03% +130 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,520 shares 1,520 $368K 0.03% -43 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; 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; 2026Q2: 2,656 shares 2,656 $363K 0.03% -131 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,734 shares; 2025Q4: 5,556 shares; 2026Q1: 6,934 shares; 2026Q2: 5,611 shares 5,611 $363K 0.03% -1,323 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; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 962 shares; 2025Q2: 1,455 shares; 2025Q3: 2,198 shares; 2025Q4: 4,253 shares; 2026Q1: 4,728 shares; 2026Q2: 5,294 shares 5,294 $363K 0.03% +566 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 89 shares; 2025Q2: 81 shares; 2025Q3: 667 shares; 2025Q4: 264 shares; 2026Q1: 573 shares; 2026Q2: 648 shares 648 $363K 0.03% +75 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; 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; 2026Q2: 2,064 shares 2,064 $363K 0.03% +236 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 1,508 shares; 2025Q4: 5,066 shares; 2026Q1: 6,179 shares; 2026Q2: 5,780 shares 5,780 $361K 0.03% -399 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; 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; 2026Q2: 3,073 shares 3,073 $358K 0.03% +439 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 810 shares; 2025Q2: 853 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 982 shares; 2026Q2: 1,006 shares 1,006 $357K 0.03% +24 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,151 shares; 2025Q1: 2,635 shares; 2025Q2: 2,555 shares; 2025Q3: 2,680 shares; 2025Q4: 2,830 shares; 2026Q1: 4,014 shares; 2026Q2: 8,625 shares 8,625 $356K 0.03% +4,611 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; 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; 2026Q2: 7,612 shares 7,612 $356K 0.03% -4,313 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,952 shares; 2025Q1: 16,957 shares; 2025Q2: 20,052 shares; 2025Q3: 19,602 shares; 2025Q4: 12,567 shares; 2026Q1: 17,270 shares; 2026Q2: 33,363 shares 33,363 $353K 0.03% +16,093 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 100 shares; 2025Q2: 104 shares; 2025Q3: 103 shares; 2025Q4: 106 shares; 2026Q1: 166 shares; 2026Q2: 177 shares 177 $351K 0.03% +11 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 6,648 shares; 2025Q2: 8,951 shares; 2025Q3: 7,939 shares; 2025Q4: 11,420 shares; 2026Q1: 9,678 shares; 2026Q2: 15,507 shares 15,507 $351K 0.03% +5,829 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 2,679 shares; 2025Q2: 5,646 shares; 2025Q3: 6,930 shares; 2025Q4: 6,574 shares; 2026Q1: 3,859 shares; 2026Q2: 5,162 shares 5,162 $350K 0.03% +1,303 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; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 1,049 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares; 2026Q1: 1,015 shares; 2026Q2: 938 shares 938 $350K 0.03% -77 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 828 shares; 2025Q2: 905 shares; 2025Q3: 573 shares; 2025Q4: 478 shares; 2026Q1: 1,076 shares; 2026Q2: 1,097 shares 1,097 $349K 0.03% +21 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; 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; 2026Q2: 10,265 shares 10,265 $348K 0.03% +1,399 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; 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; 2026Q2: 4,012 shares 4,012 $348K 0.03% +528 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 1,621 shares; 2025Q2: 1,691 shares; 2025Q3: 1,761 shares; 2025Q4: 1,919 shares; 2026Q1: 1,375 shares; 2026Q2: 1,936 shares 1,936 $342K 0.03% +561 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 2,462 shares; 2025Q2: 4,146 shares; 2025Q3: 2,812 shares; 2025Q4: 658 shares; 2026Q1: 1,181 shares; 2026Q2: 2,809 shares 2,809 $341K 0.03% +1,628 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 632 shares; 2025Q1: 4,038 shares; 2025Q2: 4,025 shares; 2025Q3: 667 shares; 2025Q4: 1,032 shares; 2026Q1: 1,712 shares; 2026Q2: 4,752 shares 4,752 $340K 0.03% +3,040 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 1,125 shares; 2025Q2: 1,502 shares; 2025Q3: 1,606 shares; 2025Q4: 1,714 shares; 2026Q1: 2,255 shares; 2026Q2: 2,981 shares 2,981 $337K 0.03% +726 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,625 shares; 2025Q1: 16,043 shares; 2025Q2: 9,320 shares; 2025Q3: 14,053 shares; 2025Q4: 15,292 shares; 2026Q1: 11,901 shares; 2026Q2: 21,176 shares 21,176 $336K 0.03% +9,275 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; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: 2,450 shares; 2025Q2: 2,598 shares; 2025Q3: 920 shares; 2025Q4: 2,867 shares; 2026Q1: 2,947 shares; 2026Q2: 2,938 shares 2,938 $336K 0.03% -9 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 72 shares; 2025Q2: 2,791 shares; 2025Q3: 4,463 shares; 2025Q4: 3,356 shares; 2026Q1: 2,762 shares; 2026Q2: 24,883 shares 24,883 $335K 0.03% +22,121 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; 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; 2026Q2: 2,149 shares 2,149 $333K 0.03% -78 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; 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; 2026Q2: 12,495 shares 12,495 $333K 0.03% +458 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 371 shares; 2025Q2: 830 shares; 2025Q3: 896 shares; 2025Q4: 1,065 shares; 2026Q1: 1,331 shares; 2026Q2: 1,539 shares 1,539 $333K 0.03% +208 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,726 shares; 2025Q1: 4,857 shares; 2025Q2: 4,987 shares; 2025Q3: 3,548 shares; 2025Q4: 3,608 shares; 2026Q1: 3,710 shares; 2026Q2: 4,867 shares 4,867 $332K 0.03% +1,157 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 906 shares; 2025Q4: 870 shares; 2026Q1: 1,289 shares; 2026Q2: 2,620 shares 2,620 $329K 0.03% +1,331 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,182 shares; 2025Q1: 1,635 shares; 2025Q2: 1,567 shares; 2025Q3: 1,668 shares; 2025Q4: 1,758 shares; 2026Q1: 1,712 shares; 2026Q2: 1,666 shares 1,666 $328K 0.03% -46 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 904 shares; 2025Q1: 772 shares; 2025Q2: 902 shares; 2025Q3: 6,658 shares; 2025Q4: 698 shares; 2026Q1: 1,765 shares; 2026Q2: 9,419 shares 9,419 $328K 0.03% +7,654 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 747 shares; 2025Q1: 105 shares; 2025Q2: 582 shares; 2025Q3: 321 shares; 2025Q4: 1,930 shares; 2026Q1: 2,396 shares; 2026Q2: 2,478 shares 2,478 $324K 0.03% +82 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,294 shares 10,294 $323K 0.03% +155 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; 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; 2026Q2: 11,712 shares 11,712 $322K 0.03% -1,908 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; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 380 shares; 2025Q2: 384 shares; 2025Q3: 355 shares; 2025Q4: 407 shares; 2026Q1: 977 shares; 2026Q2: 968 shares 968 $320K 0.03% -9 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; 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; 2026Q2: 2,568 shares 2,568 $320K 0.03% +697 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 161 shares; 2025Q1: 268 shares; 2025Q2: 542 shares; 2025Q3: 964 shares; 2025Q4: 2,580 shares; 2026Q1: 4,095 shares; 2026Q2: 3,213 shares 3,213 $319K 0.03% -882 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 67 shares; 2025Q4: 73 shares; 2026Q1: 884 shares; 2026Q2: 712 shares 712 $318K 0.03% -172 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,116 shares; 2025Q1: 4,424 shares; 2025Q2: 15,505 shares; 2025Q3: 12,657 shares; 2025Q4: 14,916 shares; 2026Q1: 9,377 shares; 2026Q2: 11,559 shares 11,559 $318K 0.03% +2,182 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: 1,260 shares; 2025Q2: 1,246 shares; 2025Q3: 700 shares; 2025Q4: 1,039 shares; 2026Q1: 1,336 shares; 2026Q2: 1,903 shares 1,903 $317K 0.03% +567 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 1,926 shares; 2025Q2: 2,292 shares; 2025Q3: 1,638 shares; 2025Q4: 1,125 shares; 2026Q1: 2,990 shares; 2026Q2: 3,966 shares 3,966 $316K 0.03% +976 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 1,934 shares; 2025Q2: 988 shares; 2025Q3: 801 shares; 2025Q4: 1,070 shares; 2026Q1: 1,346 shares; 2026Q2: 1,412 shares 1,412 $316K 0.03% +66 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,749 shares; 2025Q1: 2,899 shares; 2025Q2: 3,192 shares; 2025Q3: 2,424 shares; 2025Q4: 3,613 shares; 2026Q1: 5,846 shares; 2026Q2: 6,869 shares 6,869 $316K 0.03% +1,023 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 1,797 shares; 2025Q3: 1,948 shares; 2025Q4: 2,671 shares; 2026Q1: 2,537 shares; 2026Q2: 3,411 shares 3,411 $315K 0.03% +874 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; 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; 2026Q2: 7,245 shares 7,245 $313K 0.03% +775 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; 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; 2026Q2: 2,407 shares 2,407 $312K 0.03% +454 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,313 shares; 2025Q1: 3,208 shares; 2025Q2: 1,709 shares; 2025Q3: 2,124 shares; 2025Q4: 2,476 shares; 2026Q1: 3,221 shares; 2026Q2: 6,246 shares 6,246 $311K 0.03% +3,025 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; 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; 2026Q2: 5,580 shares 5,580 $310K 0.03% +332 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares; 2026Q2: 1,887 shares 1,887 $308K 0.03% -307 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; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 1,173 shares; 2025Q2: 846 shares; 2025Q3: 857 shares; 2025Q4: 865 shares; 2026Q1: 1,101 shares; 2026Q2: 1,146 shares 1,146 $307K 0.03% +45 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,498 shares 1,498 $307K 0.03% -644 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 655 shares; 2025Q2: 705 shares; 2025Q3: 713 shares; 2025Q4: 388 shares; 2026Q1: 308 shares; 2026Q2: 666 shares 666 $306K 0.03% +358 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,595 shares 2,595 $305K 0.03% -220 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; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: 563 shares; 2025Q2: 493 shares; 2025Q3: 484 shares; 2025Q4: 491 shares; 2026Q1: 622 shares; 2026Q2: 597 shares 597 $304K 0.03% -25 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,844 shares 6,844 $304K 0.03% +85 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 547 shares; 2025Q2: 36 shares; 2025Q3: 42 shares; 2025Q4: 323 shares; 2026Q1: 2,295 shares; 2026Q2: 3,842 shares 3,842 $304K 0.03% +1,547 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 177 shares; 2025Q1: 330 shares; 2025Q2: 539 shares; 2025Q3: 554 shares; 2025Q4: 623 shares; 2026Q1: 745 shares; 2026Q2: 889 shares 889 $304K 0.03% +144 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 203 shares; 2025Q2: 1,549 shares; 2025Q3: 1,566 shares; 2025Q4: 1,611 shares; 2026Q1: 2,178 shares; 2026Q2: 2,260 shares 2,260 $303K 0.03% +82 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 803 shares; 2025Q1: 559 shares; 2025Q2: 571 shares; 2025Q3: 584 shares; 2025Q4: 594 shares; 2026Q1: 504 shares; 2026Q2: 765 shares 765 $302K 0.03% +261 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; 2024Q3: restricted; 2024Q4: 533 shares; 2025Q1: 994 shares; 2025Q2: 986 shares; 2025Q3: 1,012 shares; 2025Q4: 648 shares; 2026Q1: 729 shares; 2026Q2: 736 shares 736 $300K 0.03% +7 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,087 shares; 2025Q1: 2,237 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,104 shares; 2026Q2: 2,091 shares 2,091 $299K 0.03% -13 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,905 shares 3,905 $299K 0.03% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 322 shares; 2025Q4: 1,032 shares; 2026Q1: 1,333 shares; 2026Q2: 1,343 shares 1,343 $299K 0.03% +10 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 258 shares; 2025Q2: 544 shares; 2025Q3: 519 shares; 2025Q4: 943 shares; 2026Q1: 1,043 shares; 2026Q2: 1,736 shares 1,736 $299K 0.03% +693 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,816 shares 3,816 $299K 0.03% -1,464 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; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 629 shares; 2025Q2: 676 shares; 2025Q3: 592 shares; 2025Q4: 609 shares; 2026Q1: 835 shares; 2026Q2: 804 shares 804 $298K 0.03% -31 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,842 shares; 2025Q1: 2,543 shares; 2025Q2: 10 shares; 2025Q3: 772 shares; 2025Q4: 13,217 shares; 2026Q1: 8,522 shares; 2026Q2: 11,064 shares 11,064 $297K 0.03% +2,542 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,716 shares; 2025Q2: 5,769 shares; 2025Q3: 5,190 shares; 2025Q4: 3,666 shares; 2026Q1: 8,186 shares; 2026Q2: 8,845 shares 8,845 $296K 0.03% +659 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,264 shares 3,264 $296K 0.03% -1,623 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; 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; 2026Q2: 2,741 shares 2,741 $294K 0.03% -96 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; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 1,192 shares; 2025Q2: 960 shares; 2025Q3: 1,353 shares; 2025Q4: 1,257 shares; 2026Q1: 1,066 shares; 2026Q2: 740 shares 740 $294K 0.03% -326 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,953 shares 7,953 $294K 0.03% +366 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 8,060 shares 8,060 $293K 0.03% +4,860 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 1,135 shares; 2025Q2: 342 shares; 2025Q3: 2,275 shares; 2025Q4: 1,314 shares; 2026Q1: 1,692 shares; 2026Q2: 2,717 shares 2,717 $293K 0.03% +1,025 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 2,501 shares; 2026Q1: 2,508 shares; 2026Q2: 3,114 shares 3,114 $291K 0.03% +606 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 1,358 shares; 2025Q2: 816 shares; 2025Q3: 1,509 shares; 2025Q4: 422 shares; 2026Q1: 2,738 shares; 2026Q2: 2,375 shares 2,375 $291K 0.03% -363 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 655 shares; 2025Q2: 601 shares; 2025Q3: 610 shares; 2025Q4: 614 shares; 2026Q1: 635 shares; 2026Q2: 1,169 shares 1,169 $287K 0.03% +534 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,995 shares; 2025Q3: 1,995 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $287K 0.03% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 23,327 shares; 2026Q1: 22,036 shares; 2026Q2: 21,545 shares 21,545 $286K 0.03% -491 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 479 shares; 2025Q1: 868 shares; 2025Q2: 3,876 shares; 2025Q3: 5,982 shares; 2025Q4: 1,843 shares; 2026Q1: 1,868 shares; 2026Q2: 2,935 shares 2,935 $286K 0.03% +1,067 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; 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; 2026Q2: 9,965 shares 9,965 $285K 0.03% +970 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 138 shares; 2025Q2: 379 shares; 2025Q3: 2,428 shares; 2025Q4: 1,315 shares; 2026Q1: 1,741 shares; 2026Q2: 2,253 shares 2,253 $285K 0.03% +512 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,457 shares 1,457 $284K 0.03% -413 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 182 shares; 2025Q2: 189 shares; 2025Q3: 193 shares; 2025Q4: 217 shares; 2026Q1: 175 shares; 2026Q2: 1,585 shares 1,585 $283K 0.03% +1,410 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,050 shares 6,050 $281K 0.03% -113 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 655 shares; 2026Q2: 930 shares 930 $281K 0.03% +275 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; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 541 shares; 2025Q2: 528 shares; 2025Q3: 562 shares; 2025Q4: 586 shares; 2026Q1: 1,009 shares; 2026Q2: 880 shares 880 $279K 0.03% -129 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 1,428 shares; 2026Q2: 1,627 shares 1,627 $276K 0.02% +199 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 70 shares; 2025Q2: 196 shares; 2025Q3: 17 shares; 2025Q4: 265 shares; 2026Q1: 918 shares; 2026Q2: 1,273 shares 1,273 $276K 0.02% +355 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 1,810 shares; 2025Q2: 3,042 shares; 2025Q3: 3,167 shares; 2025Q4: 3,301 shares; 2026Q1: 3,739 shares; 2026Q2: 4,134 shares 4,134 $274K 0.02% +395 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,247 shares; 2025Q1: 1,764 shares; 2025Q2: 1,661 shares; 2025Q3: 1,772 shares; 2025Q4: 1,799 shares; 2026Q1: 3,227 shares; 2026Q2: 3,281 shares 3,281 $274K 0.02% +54 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; 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; 2026Q2: 1,680 shares 1,680 $274K 0.02% -1,135 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 288 shares; 2025Q2: 299 shares; 2025Q3: 339 shares; 2025Q4: 496 shares; 2026Q1: 1,914 shares; 2026Q2: 2,215 shares 2,215 $273K 0.02% +301 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 855 shares; 2025Q1: 4,294 shares; 2025Q2: 4,063 shares; 2025Q3: 4,264 shares; 2025Q4: 2,590 shares; 2026Q1: 3,259 shares; 2026Q2: 2,889 shares 2,889 $273K 0.02% -370 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; 2024Q3: restricted; 2024Q4: 366 shares; 2025Q1: 621 shares; 2025Q2: 887 shares; 2025Q3: 933 shares; 2025Q4: 1,133 shares; 2026Q1: 1,006 shares; 2026Q2: 766 shares 766 $273K 0.02% -240 Timeline